| Financial Engines Advisors L.L.C. |
| 4.32% | 4.48% | #1 | $2.44B | 29.5M | $2.21B | 32.4M | -2.9M-9.05% | Reduce |
| LPL Financial LLC |
| 0.01% | 0.01% | #124 | $50.9M | 616,361 | $42.2M | 619,351 | -2,990-0.48% | Reduce |
| Baird Financial Group, Inc. |
| 0.06% | 0.06% | #64 | $46.1M | 557,561 | $38.1M | 558,892 | -1,331-0.24% | Reduce |
| AMERIPRISE FINANCIAL INC |
| 0.01% | 0.01% | #131 | $45.1M | 544,882 | $41.7M | 612,314 | -67,432-11.01% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.03% | 0.03% | #87 | $27.0M | 326,745 | $22.4M | 329,373 | -2,628-0.80% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #214 | $22.8M | 276,028 | $19.1M | 280,916 | -4,888-1.74% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #189 | $21.9M | 264,698 | $19.3M | 282,691 | -17,993-6.36% | Reduce |
| Wealthcare Advisory Partners LLC |
| 0.41% | 0.34% | #15 | $21.9M | 264,664 | $17.4M | 255,848 | +8,816+3.45% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #231 | $19.9M | 240,445 | $17.5M | 242,782 | -2,337-0.96% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | <0.01% | #161 | $19.4M | 234,347 | $14.2M | 208,178 | +26,169+12.57% | Add |
| New England Private Wealth Advisors LLC |
| 1.65% | 1.7% | #3 | $17.1M | 216,534 | $14.7M | 215,732 | +802+0.37% | Add |
| Wharton Business Group, LLC |
| 0.56% | 0.52% | #11 | $16.8M | 202,875 | $13.8M | 202,875 | 00.00% | Unchanged |
| Stratos Investment Management, LLC |
| 0.46% | 0.48% | #13 | $12.8M | 155,271 | $11.9M | 174,290 | -19,019-10.91% | Reduce |
| Arkadios Wealth Advisors |
| 0.17% | 0.15% | #31 | $11.4M | 138,057 | $9.2M | 134,859 | +3,198+2.37% | Add |
| Private Advisory Group LLC |
| 0.6% | 0.51% | #9 | $11.1M | 134,343 | $7.7M | 113,286 | +21,057+18.59% | Add |
| Betterment LLC |
| 0.02% | 0.02% | #110 | $10.4M | 125,622 | $8.7M | 127,167 | -1,545-1.21% | Reduce |
| Clearwater Capital Advisors, LLC |
| 0.74% | 0.69% | #7 | $10.1M | 121,987 | $8.6M | 126,310 | -4,323-3.42% | Reduce |
| Mariner, LLC |
| 0.01% | 0.01% | #130 | $9.2M | 111,596 | $8.0M | 118,082 | -6,486-5.49% | Reduce |
| Brookstone Capital Management |
| 0.09% | 0.08% | #45 | $9.2M | 111,331 | $7.2M | 106,103 | +5,228+4.93% | Add |
| CFS Investment Advisory Services, LLC |
| 0.6% | 0.57% | #8 | $9.0M | 109,236 | $8.3M | 110,233 | -997-0.90% | Reduce |
| BARRETT & COMPANY, INC. |
| 2.38% | 2.2% | #2 | $8.5M | 102,727 | $6.4M | 93,972 | +8,755+9.32% | Add |
| DAYMARK WEALTH PARTNERS, LLC |
| 0.19% | 0.2% | #30 | $7.6M | 92,019 | $6.2M | 91,532 | +487+0.53% | Add |
| Savvy Advisors, Inc. |
| 0.16% | 0.16% | #33 | $7.6M | 91,405 | $6.1M | 89,543 | +1,862+2.08% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #146 | $7.2M | 86,556 | $4.9M | 72,000 | +14,556+20.22% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #226 | $7.1M | 86,293 | $5.5M | 80,557 | +5,736+7.12% | Add |
| CIBC WORLD MARKET INC. |
| 0.01% | 0.01% | #127 | $7.0M | 84,743 | $6.2M | 90,317 | -5,574-6.17% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #193 | $6.5M | 81,302 | $4.9M | 73,904 | +7,398+10.01% | Add |
| MGO ONE SEVEN LLC |
| 0.1% | 0.1% | #42 | $6.1M | 73,768 | $5.0M | 73,947 | -179-0.24% | Reduce |
| Valmark Advisers, Inc. |
| 0.06% | 0.06% | #62 | $6.1M | 73,484 | $5.1M | 74,418 | -934-1.26% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #215 | $5.9M | 70,825 | $6.2M | 91,501 | -20,676-22.60% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #240 | $5.2M | 62,923 | $3.1M | 45,170 | +17,753+39.30% | Add |
| Kestra Advisory Services, LLC |
| 0.02% | 0.03% | #114 | $5.0M | 60,053 | $7.3M | 107,352 | -47,299-44.06% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #155 | $4.7M | 57,054 | $3.8M | 55,508 | +1,546+2.79% | Add |
| Orion Porfolio Solutions, LLC |
| 0.03% | 0.03% | #86 | $4.4M | 53,705 | $3.9M | 56,750 | -3,045-5.37% | Reduce |
| Atlas Private Wealth Advisors |
| 0.93% | 0.71% | #6 | $4.3M | 51,659 | $3.0M | 44,210 | +7,449+16.85% | Add |
| FMR LLC |
| <0.01% | <0.01% | #269 | $4.0M | 47,832 | $3.1M | 45,623 | +2,209+4.84% | Add |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC |
| 0.42% | 0.39% | #14 | $3.3M | 40,158 | $2.7M | 39,521 | +637+1.61% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #149 | $3.0M | 36,851 | $2.3M | 33,217 | +3,634+10.94% | Add |
| Dynamic Advisor Solutions LLC |
| 0.08% | 0.08% | #51 | $2.9M | 35,099 | $2.7M | 39,437 | -4,338-11.00% | Reduce |
| RFG Advisory, LLC |
| 0.04% | 0.04% | #76 | $2.6M | 31,998 | $2.3M | 33,425 | -1,427-4.27% | Reduce |
| Wealthcare Capital Partners, LLC |
| 0.99% | 0.97% | #5 | $2.4M | 29,056 | $2.1M | 30,359 | -1,303-4.29% | Reduce |
| Steward Partners Investment Advisory, LLC |
| 0.01% | 0.01% | #122 | $2.3M | 28,393 | $1.8M | 26,144 | +2,249+8.60% | Add |
| EVERGREEN CAPITAL MANAGEMENT LLC |
| 0.04% | 0.04% | #77 | $2.3M | 28,279 | $1.9M | 28,274 | +5+0.02% | Add |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #190 | $2.3M | 27,406 | $3.4M | 50,081 | -22,675-45.28% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #163 | $2.2M | 27,217 | $2.0M | 29,109 | -1,892-6.50% | Reduce |
| GTS SECURITIES LLC |
| 0.05% | — | #71 | $2.2M | 26,628 | $0 | 0 | +26,628 | New Buy |
| JANE STREET GROUP, LLC |
| <0.01% | — | #266 | $2.2M | 26,596 | $0 | 0 | +26,596 | New Buy |
| Gotham Asset Management, LLC |
| 0.01% | 0.01% | #165 | $2.2M | 26,364 | $1.8M | 26,364 | 00.00% | Unchanged |
| Gladstone Institutional Advisory LLC |
| 0.07% | 0.07% | #59 | $2.1M | 25,796 | $1.8M | 26,851 | -1,055-3.93% | Reduce |
| Mirae Asset Global Investments Co., Ltd. |
| <0.01% | 0.01% | #183 | $2.1M | 24,820 | $4.5M | 65,420 | -40,600-62.06% | Reduce |
