| MORGAN STANLEY |
| 0.01% | <0.01% | #136 | $135.2M | 890,849 | $80.5M | 681,748 | +209,101+30.67% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.03% | 0.02% | #89 | $100.8M | 664,010 | $64.8M | 536,762 | +127,248+23.71% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.01% | 0.01% | #127 | $60.3M | 397,255 | $49.6M | 411,062 | -13,807-3.36% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.07% | 0.07% | #55 | $56.1M | 369,927 | $46.7M | 386,491 | -16,564-4.29% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #158 | $51.7M | 341,051 | $39.3M | 325,370 | +15,681+4.82% | Add |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #139 | $45.4M | 299,497 | $37.0M | 306,311 | -6,814-2.22% | Reduce |
| LPL Financial LLC |
| 0.01% | 0.01% | #128 | $43.0M | 283,329 | $34.3M | 284,395 | -1,066-0.37% | Reduce |
| STIFEL FINANCIAL CORP |
| 0.03% | 0.03% | #82 | $37.5M | 247,279 | $29.5M | 244,559 | +2,720+1.11% | Add |
| Summit Financial, LLC |
| 0.34% | 0.32% | #16 | $31.4M | 206,793 | $25.4M | 210,653 | -3,860-1.83% | Reduce |
| Janney Montgomery Scott LLC |
| 0.05% | 0.05% | #63 | $27.6M | 181,714 | $21.7M | 179,803 | +1,911+1.06% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #157 | $27.2M | 179,532 | $25.9M | 214,413 | -34,881-16.27% | Reduce |
| Rockefeller Capital Management L.P. |
| 0.04% | 0.03% | #74 | $23.6M | 155,358 | $18.9M | 156,185 | -827-0.53% | Reduce |
| Savant Capital, LLC |
| 0.06% | 0.08% | #61 | $19.8M | 130,472 | $16.0M | 132,917 | -2,445-1.84% | Reduce |
| NewSquare Capital LLC |
| 1.45% | 1.13% | #3 | $19.6M | 129,102 | $13.1M | 108,116 | +20,986+19.41% | Add |
| Prospera Financial Services Inc |
| 0.28% | 0.27% | #22 | $19.0M | 125,241 | $16.9M | 139,817 | -14,576-10.43% | Reduce |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #156 | $18.0M | 118,675 | $12.9M | 105,934 | +12,741+12.03% | Add |
| Strid Group, LLC |
| 1.78% | 1.6% | #1 | $16.1M | 105,857 | $12.9M | 107,131 | -1,274-1.19% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.02% | 0.02% | #103 | $11.0M | 77,428 | $9.3M | 75,782 | +1,646+2.17% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #116 | $11.0M | 72,325 | $7.5M | 61,955 | +10,370+16.74% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #168 | $10.0M | 65,960 | $8.2M | 67,752 | -1,792-2.64% | Reduce |
| NewEdge Advisors, LLC |
| 0.03% | 0.03% | #85 | $9.6M | 63,518 | $7.8M | 64,557 | -1,039-1.61% | Reduce |
| &PARTNERS |
| 0.04% | 0.03% | #72 | $9.0M | 59,063 | $5.3M | 43,752 | +15,311+34.99% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.02% | 0.02% | #109 | $8.1M | 53,529 | $5.9M | 48,823 | +4,706+9.64% | Add |
| Tradition Wealth Management, LLC |
| 0.48% | 0.43% | #11 | $7.8M | 51,631 | $6.1M | 50,219 | +1,412+2.81% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.02% | 0.02% | #107 | $7.5M | 49,489 | $6.4M | 53,272 | -3,783-7.10% | Reduce |
| Institute for Wealth Management, LLC. |
| 0.57% | 0.55% | #8 | $6.5M | 42,767 | $5.2M | 42,769 | -2-0.00% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #199 | $6.1M | 40,929 | $5.4M | 46,560 | -5,631-12.09% | Reduce |
| AFFINITY WEALTH MANAGEMENT LLC |
| 0.76% | 0.04% | #6 | $5.9M | 38,969 | $248,371 | 2,057 | +36,912+1,794.46% | Add |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC |
| 0.29% | 0.22% | #20 | $5.2M | 33,954 | $4.1M | 33,954 | 00.00% | Unchanged |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #154 | $4.7M | 30,917 | $3.6M | 29,460 | +1,457+4.95% | Add |
| MTM Investment Management, LLC |
| 1.24% | 1.11% | #4 | $4.4M | 28,686 | $3.5M | 28,978 | -292-1.01% | Reduce |
| LANARK FINANCIAL, INC. |
| 0.29% | 0.26% | #17 | $4.3M | 28,541 | $3.5M | 28,591 | -50-0.17% | Reduce |
| Farther Finance Advisors, LLC |
| 0.03% | 0.03% | #80 | $4.1M | 27,248 | $3.3M | 27,092 | +156+0.58% | Add |
| JBR Co Financial Management Inc |
| 1.49% | 1.42% | #2 | $4.1M | 26,974 | $3.4M | 29,153 | -2,179-7.47% | Reduce |
| B. Riley Wealth Advisors, Inc. |
| 0.2% | 0.18% | #30 | $3.7M | 24,711 | $2.9M | 24,742 | -31-0.13% | Reduce |
| BLAIR WILLIAM & CO/IL |
| 0.01% | 0.01% | #129 | $3.6M | 23,485 | $2.8M | 23,415 | +70+0.30% | Add |
| EP Wealth Advisors, LLC |
| 0.01% | 0.01% | #115 | $3.4M | 22,474 | $2.7M | 22,266 | +208+0.93% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | <0.01% | #155 | $3.3M | 21,750 | $2.3M | 19,223 | +2,527+13.15% | Add |
| D.A. DAVIDSON & CO. |
| 0.02% | 0.02% | #105 | $3.2M | 21,292 | $2.5M | 20,497 | +795+3.88% | Add |
| TWO SIGMA INVESTMENTS, LP |
| <0.01% | — | #170 | $3.1M | 20,733 | $0 | 0 | +20,733 | New Buy |
| Capital Investment Advisory Services, LLC |
| 0.19% | 0.18% | #32 | $3.1M | 20,139 | $2.4M | 20,139 | 00.00% | Unchanged |
| Equitable Holdings, Inc. |
| 0.02% | 0.01% | #104 | $3.1M | 20,103 | $2.2M | 19,255 | +848+4.40% | Add |
| Waverly Advisors, LLC |
| 0.02% | 0.02% | #110 | $2.8M | 18,189 | $2.2M | 18,189 | 00.00% | Unchanged |
| Global Retirement Partners, LLC |
| 0.04% | — | #69 | $2.7M | 17,762 | $0 | 0 | +17,762 | New Buy |
| Beacon Pointe Advisors, LLC |
| 0.01% | — | #118 | $2.6M | 17,026 | $0 | 0 | +17,026 | New Buy |
| Sovereign Financial Group, Inc. |
| 0.37% | 0.17% | #14 | $2.5M | 16,767 | $2.0M | 16,767 | 00.00% | Unchanged |
| Snowden Capital Advisors LLC |
| 0.06% | 0.05% | #58 | $2.5M | 16,716 | $1.9M | 15,696 | +1,020+6.50% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #211 | $2.5M | 16,461 | $1.9M | 15,669 | +792+5.05% | Add |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #163 | $2.3M | 15,266 | $2.2M | 18,207 | -2,941-16.15% | Reduce |
| PFG Investments, LLC |
| 0.09% | 0.08% | #49 | $2.3M | 15,138 | $1.7M | 14,104 | +1,034+7.33% | Add |
