| MORGAN STANLEY |
| 0.01% | 0.01% | #152 | $148.9M | 1.1M | $132.0M | 1.1M | -65,136-5.77% | Reduce |
| LPL Financial LLC |
| 0.02% | 0.03% | #103 | $108.9M | 778,330 | $118.6M | 972,370 | -194,040-19.96% | Reduce |
| Janney Montgomery Scott LLC |
| 0.14% | 0.15% | #37 | $71.3M | 509,390 | $62.4M | 511,453 | -2,063-0.40% | Reduce |
| WELLS FARGO & COMPANY/MN |
| 0.01% | 0.01% | #134 | $67.0M | 479,180 | $65.4M | 536,727 | -57,547-10.72% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #139 | $37.5M | 268,371 | $30.8M | 252,319 | +16,052+6.36% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #198 | $31.5M | 224,857 | $28.6M | 234,821 | -9,964-4.24% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.04% | 0.04% | #76 | $30.5M | 217,999 | $26.0M | 213,629 | +4,370+2.05% | Add |
| Modern Wealth Management, LLC |
| 0.35% | <0.01% | #17 | $29.8M | 212,851 | $218,341 | 1,780 | +211,071+11,857.92% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #177 | $26.0M | 185,960 | $19.0M | 155,493 | +30,467+19.59% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #183 | $25.8M | 184,252 | $22.5M | 184,334 | -82-0.04% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.03% | 0.02% | #92 | $24.5M | 175,394 | $15.0M | 123,184 | +52,210+42.38% | Add |
| HBK Sorce Advisory LLC |
| 0.46% | 0.46% | #13 | $24.3M | 174,191 | $23.2M | 176,933 | -2,742-1.55% | Reduce |
| TRUIST FINANCIAL CORP |
| 0.03% | 0.02% | #98 | $22.0M | 156,941 | $18.4M | 151,235 | +5,706+3.77% | Add |
| Crusonia Wealth Advisors LLC |
| 3.03% | 3.32% | #2 | $18.5M | 132,071 | $16.1M | 132,254 | -183-0.14% | Reduce |
| &PARTNERS |
| 0.08% | 0.03% | #51 | $18.5M | 137,868 | $6.9M | 56,623 | +81,245+143.48% | Add |
| SILVER OAK SECURITIES, INCORPORATED |
| 1.12% | 1.2% | #5 | $18.4M | 131,869 | $16.4M | 134,610 | -2,741-2.04% | Reduce |
| Private Advisor Group, LLC |
| 0.08% | 0.05% | #49 | $18.3M | 130,523 | $11.4M | 93,341 | +37,182+39.83% | Add |
| Cetera Investment Advisers |
| 0.02% | 0.02% | #121 | $16.9M | 120,610 | $14.4M | 118,123 | +2,487+2.11% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #186 | $12.1M | 86,559 | $7.3M | 60,069 | +26,490+44.10% | Add |
| Elevation Capital Advisory, LLC |
| 4.57% | 2.55% | #1 | $11.8M | 84,534 | $6.0M | 49,089 | +35,445+72.21% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.15% | 0.14% | #34 | $9.3M | 66,153 | $7.5M | 61,636 | +4,517+7.33% | Add |
| BIP Wealth, LLC |
| 0.24% | 0.63% | #21 | $8.4M | 60,352 | $15.5M | 127,052 | -66,700-52.50% | Reduce |
| Ameritas Advisory Services, LLC |
| 0.17% | 0.02% | #27 | $8.4M | 60,274 | $579,262 | 4,751 | +55,523+1,168.66% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.02% | 0.03% | #112 | $8.4M | 59,848 | $11.2M | 91,910 | -32,062-34.88% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #220 | $8.3M | 59,540 | $3.7M | 30,711 | +28,829+93.87% | Add |
| US BANCORP \DE\ |
| 0.01% | 0.01% | #145 | $8.1M | 57,599 | $7.6M | 61,938 | -4,339-7.01% | Reduce |
| Kingsview Wealth Management, LLC |
| 0.13% | 0.1% | #40 | $7.4M | 60,989 | $7.4M | 60,989 | 00.00% | Unchanged |
| Chicago Partners Investment Group LLC |
| 0.15% | 0.16% | #33 | $7.4M | 54,293 | $7.1M | 54,831 | -538-0.98% | Reduce |
| Rockefeller Capital Management L.P. |
| 0.01% | 0.01% | #138 | $6.7M | 47,635 | $5.6M | 45,937 | +1,698+3.70% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | 0.01% | #133 | $6.7M | 48,559 | $6.8M | 54,982 | -6,423-11.68% | Reduce |
| Triumph Capital Management |
| 1.18% | 1.29% | #4 | $6.5M | 46,672 | $6.3M | 51,784 | -5,112-9.87% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #180 | $6.5M | 46,437 | $6.5M | 53,160 | -6,723-12.65% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #224 | $5.9M | 42,213 | $5.7M | 46,690 | -4,477-9.59% | Reduce |
| MML INVESTORS SERVICES, LLC |
| 0.01% | <0.01% | #140 | $4.9M | 34,990 | $912,898 | 7,487 | +27,503+367.34% | Add |
| FIRST TRUST ADVISORS LP |
| <0.01% | <0.01% | #191 | $4.6M | 32,844 | $4.0M | 33,098 | -254-0.77% | Reduce |
| KPP Advisory Services LLC |
| 0.53% | 0.53% | #11 | $4.2M | 30,188 | $3.7M | 29,954 | +234+0.78% | Add |
| Sanctuary Advisors, LLC |
| 0.02% | 0.02% | #115 | $4.0M | 28,585 | $3.5M | 28,653 | -68-0.24% | Reduce |
| D.A. DAVIDSON & CO. |
| 0.02% | 0.02% | #109 | $3.6M | 26,078 | $3.0M | 24,834 | +1,244+5.01% | Add |
| Baird Financial Group, Inc. |
| <0.01% | <0.01% | #168 | $3.6M | 25,934 | $2.8M | 23,242 | +2,692+11.58% | Add |
| GTS SECURITIES LLC |
| 0.07% | — | #52 | $3.6M | 25,392 | $0 | 0 | +25,392 | New Buy |
| TCFG Investment Advisors, LLC |
| 1.01% | 0.98% | #7 | $3.0M | 21,490 | $2.6M | 21,507 | -17-0.08% | Reduce |
| Keystone Wealth Services, LLC |
| 0.52% | 0.53% | #12 | $2.8M | 20,181 | $2.5M | 20,181 | 00.00% | Unchanged |
| Integrated Wealth Concepts LLC |
| 0.01% | 0.01% | #127 | $2.5M | 17,569 | $1.3M | 10,388 | +7,181+69.13% | Add |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #195 | $2.4M | 17,004 | $2.2M | 17,869 | -865-4.84% | Reduce |
| CAPTRUST FINANCIAL ADVISORS |
| <0.01% | <0.01% | #181 | $2.3M | 16,158 | $2.0M | 16,237 | -79-0.49% | Reduce |
| Belpointe Asset Management LLC |
| 0.07% | 0.07% | #53 | $2.3M | 16,135 | $2.0M | 16,215 | -80-0.49% | Reduce |
| AssuredPartners Investment Advisors, LLC |
| 0.21% | 0.23% | #24 | $2.2M | 15,877 | $2.1M | 16,875 | -998-5.91% | Reduce |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | 0.01% | #188 | $2.2M | 15,645 | $3.8M | 31,436 | -15,791-50.23% | Reduce |
| BENJAMIN EDWARDS INC |
| 0.02% | — | #111 | $2.2M | 15,476 | $0 | 0 | +15,476 | New Buy |
| OPPENHEIMER & CO INC |
| 0.02% | 0.02% | #106 | $2.2M | 15,402 | $2.0M | 16,722 | -1,320-7.89% | Reduce |
