| VANTAGEPOINT INVESTMENT ADVISERS LLC |
| 2.83% | 2.74% | #9 | $377.7M | 8.6M | $323.7M | 8.6M | 00.00% | Unchanged |
| WELLS FARGO & COMPANY/MN |
| 0.05% | 0.05% | #94 | $325.0M | 7.4M | $265.3M | 7.1M | +351,760+4.97% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.64% | 0.64% | #26 | $314.8M | 7.2M | $229.4M | 6.1M | +1.1M+17.59% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.07% | 0.07% | #82 | $287.2M | 6.6M | $256.8M | 6.8M | -285,121-4.16% | Reduce |
| LPL Financial LLC |
| 0.04% | 0.04% | #100 | $197.7M | 4.5M | $143.7M | 3.8M | +685,793+17.89% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.23% | 0.21% | #45 | $182.5M | 4.2M | $150.7M | 4.0M | +150,876+3.75% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.03% | 0.03% | #112 | $122.8M | 2.8M | $108.2M | 2.9M | -81,014-2.81% | Reduce |
| Kestra Advisory Services, LLC |
| 0.21% | 0.22% | #48 | $64.9M | 1.5M | $56.9M | 1.5M | -33,598-2.21% | Reduce |
| Independence Financial Advisors, LLC |
| 15.21% | 14.33% | #1 | $58.7M | 1.3M | $47.7M | 1.3M | +67,124+5.27% | Add |
| Cetera Investment Advisers |
| 0.05% | 0.05% | #96 | $55.9M | 1.3M | $47.0M | 1.3M | +24,124+1.92% | Add |
| OSAIC HOLDINGS, INC. |
| 0.04% | 0.03% | #101 | $37.4M | 853,626 | $17.8M | 475,224 | +378,402+79.63% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.02% | 0.02% | #133 | $36.7M | 837,850 | $28.5M | 759,581 | +78,269+10.30% | Add |
| Spectrum Investment Advisors, Inc. |
| 11.4% | 12.5% | #2 | $27.9M | 637,144 | $25.1M | 670,802 | -33,658-5.02% | Reduce |
| IAG Wealth Partners, LLC |
| 2.74% | 2.26% | #10 | $27.6M | 631,926 | $20.3M | 540,723 | +91,203+16.87% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #204 | $24.3M | 563,916 | $21.4M | 593,562 | -29,646-4.99% | Reduce |
| FMR LLC |
| <0.01% | <0.01% | #213 | $24.0M | 549,118 | $18.4M | 491,120 | +57,998+11.81% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.05% | 0.05% | #92 | $23.1M | 527,714 | $19.8M | 528,425 | -711-0.13% | Reduce |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.04% | 0.03% | #110 | $22.9M | 524,050 | $19.4M | 517,994 | +6,056+1.17% | Add |
| TWO SIGMA INVESTMENTS, LP |
| 0.02% | — | #141 | $21.2M | 485,600 | $0 | 0 | +485,600 | New Buy |
| SENTINEL PENSION ADVISORS, LLC |
| 1.73% | 2.53% | #11 | $20.6M | 481,348 | $17.1M | 456,159 | +25,189+5.52% | Add |
| Goodman Advisory Group, LLC |
| 4.61% | 0.01% | #7 | $20.1M | 458,314 | $24,593 | 656 | +457,658+69,764.94% | Add |
| Advisors Capital Management, LLC |
| 0.21% | 0.17% | #49 | $19.8M | 452,048 | $14.7M | 392,352 | +59,696+15.21% | Add |
| Prepared Retirement Institute LLC |
| 7.16% | 7.38% | #4 | $16.8M | 384,328 | $14.9M | 396,798 | -12,470-3.14% | Reduce |
| 46 Peaks LLC |
| 9.66% | 6.96% | #3 | $15.4M | 351,215 | $9.6M | 254,954 | +96,261+37.76% | Add |
| PRINCIPAL SECURITIES, INC. |
| 0.18% | 0.17% | #52 | $14.9M | 339,551 | $11.6M | 310,594 | +28,957+9.32% | Add |
| Valmark Advisers, Inc. |
| 0.15% | 0.14% | #54 | $14.5M | 330,476 | $11.4M | 304,993 | +25,483+8.36% | Add |
| Integrated Wealth Concepts LLC |
| 0.07% | 0.05% | #81 | $14.1M | 321,692 | $6.5M | 173,832 | +147,860+85.06% | Add |
| McGlone Suttner Wealth Management, Inc. |
| 1.55% | 1.28% | #13 | $13.3M | 302,902 | $9.7M | 257,703 | +45,199+17.54% | Add |
| Bleakley Financial Group, LLC |
| 0.15% | 0.16% | #55 | $11.5M | 263,298 | $10.1M | 269,710 | -6,412-2.38% | Reduce |
| Private Advisor Group, LLC |
| 0.05% | 0.04% | #97 | $10.4M | 236,883 | $8.3M | 221,019 | +15,864+7.18% | Add |
| Northwest Wealth Advisors, LLC |
| 5.24% | 5.12% | #5 | $9.1M | 208,418 | $7.2M | 191,167 | +17,251+9.02% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #223 | $8.7M | 199,953 | $1.4M | 36,592 | +163,361+446.44% | Add |
| Cannon Wealth Management Services, LLC |
| 4.67% | 3.17% | #6 | $8.5M | 195,102 | $4.7M | 124,886 | +70,216+56.22% | Add |
| Advisory Resource Group |
| 1.18% | — | #15 | $7.8M | 179,319 | $0 | 0 | +179,319 | New Buy |
| B. Riley Wealth Advisors, Inc. |
| 0.41% | 0.39% | #36 | $7.7M | 178,092 | $6.1M | 168,708 | +9,384+5.56% | Add |
| FLAGSHIP WEALTH ADVISORS, LLC |
| 1.69% | 1.99% | #12 | $7.5M | 172,119 | $4.6M | 125,041 | +47,078+37.65% | Add |
| Linscomb Wealth, Inc. |
| 0.28% | 0.12% | #42 | $6.5M | 149,314 | $2.7M | 71,671 | +77,643+108.33% | Add |
| MENORA MIVTACHIM HOLDINGS LTD. |
| 0.02% | 0.02% | #122 | $6.1M | 138,502 | $5.2M | 138,502 | 00.00% | Unchanged |
| GREENWOOD CAPITAL ASSOCIATES LLC |
| 0.58% | 0.45% | #30 | $5.9M | 135,051 | $4.1M | 108,113 | +26,938+24.92% | Add |
| Farther Finance Advisors, LLC |
| 0.04% | 0.05% | #104 | $5.5M | 125,083 | $4.9M | 128,140 | -3,057-2.39% | Reduce |
| Merit Financial Group, LLC |
| 0.03% | 0.04% | #113 | $5.4M | 123,883 | $4.9M | 129,480 | -5,597-4.32% | Reduce |
| Global Retirement Partners, LLC |
| 0.08% | — | #74 | $4.9M | 112,887 | $0 | 0 | +112,887 | New Buy |
| Sanctuary Advisors, LLC |
| 0.02% | 0.02% | #128 | $4.6M | 104,321 | $3.7M | 98,501 | +5,820+5.91% | Add |
| Pathfinder Wealth Consulting, Inc. |
| 2.96% | 2.85% | #8 | $4.4M | 117,407 | $4.4M | 117,407 | 00.00% | Unchanged |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #229 | $4.3M | 98,521 | $0 | 0 | +98,521 | New Buy |
| SILVERLAKE WEALTH MANAGEMENT LLC |
| 0.79% | 0.75% | #21 | $4.2M | 94,950 | $3.6M | 95,259 | -309-0.32% | Reduce |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #174 | $4.1M | 92,600 | $3.3M | 87,962 | +4,638+5.27% | Add |
| Investmark Advisory Group LLC |
| 1.45% | 1.32% | #14 | $3.8M | 87,414 | $3.1M | 82,231 | +5,183+6.30% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #226 | $3.7M | 85,290 | $1.3M | 35,482 | +49,808+140.38% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | — | #228 | $3.7M | 83,625 | $0 | 0 | +83,625 | New Buy |
