| Jupiter Topco LLC |
| 0.06% | — | #105 | $157.3M | 3.0M | $0 | 0 | +3.0M | New Buy |
| BlackRock, Inc. |
| <0.01% | <0.01% | #205 | $122.5M | 2.4M | $108.7M | 2.1M | +262,909+12.54% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.02% | 0.04% | #135 | $104.8M | 2.0M | $138.4M | 2.7M | -652,833-24.44% | Reduce |
| LPL Financial LLC |
| 0.02% | 0.03% | #137 | $102.2M | 2.0M | $100.6M | 1.9M | +28,238+1.46% | Add |
| Advocacy Wealth Management, LLC |
| 2.41% | 2.42% | #14 | $54.6M | 1.1M | $54.6M | 1.1M | 00.00% | Unchanged |
| MORGAN STANLEY |
| <0.01% | <0.01% | #196 | $50.2M | 967,249 | $8.1M | 156,798 | +810,451+516.88% | Add |
| INSPIRION WEALTH ADVISORS, LLC |
| 3.92% | 3.64% | #9 | $34.3M | 662,318 | $29.2M | 563,343 | +98,975+17.57% | Add |
| Cetera Investment Advisers |
| 0.03% | 0.03% | #130 | $33.6M | 648,045 | $30.4M | 587,388 | +60,657+10.33% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #208 | $30.5M | 587,131 | $27.9M | 537,727 | +49,404+9.19% | Add |
| Betterment LLC |
| 0.05% | 0.03% | #115 | $30.4M | 585,958 | $18.1M | 348,450 | +237,508+68.16% | Add |
| Pallas Capital Advisors LLC |
| 0.88% | 1% | #28 | $28.5M | 548,355 | $26.6M | 512,982 | +35,373+6.90% | Add |
| CenturyLink Investment Management Co |
| 20.59% | 15.17% | #1 | $26.6M | 511,600 | $26.5M | 511,600 | 00.00% | Unchanged |
| MML INVESTORS SERVICES, LLC |
| 0.05% | 0.06% | #117 | $24.7M | 475,109 | $22.9M | 440,930 | +34,179+7.75% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.22% | 0.25% | #62 | $23.0M | 443,792 | $22.8M | 440,508 | +3,284+0.75% | Add |
| Goldstone Financial Group, LLC |
| 1.74% | 1.71% | #19 | $19.0M | 366,312 | $15.8M | 303,923 | +62,389+20.53% | Add |
| OneDigital Investment Advisors LLC |
| 0.15% | 0.15% | #74 | $17.8M | 342,704 | $15.2M | 292,367 | +50,337+17.22% | Add |
| Macro Advisors, Inc. |
| 4.98% | 3.44% | #7 | $15.6M | 300,843 | $8.3M | 160,564 | +140,279+87.37% | Add |
| Tower Research Capital LLC (TRC) |
| 0.38% | 0.27% | #44 | $15.5M | 297,691 | $10.4M | 200,422 | +97,269+48.53% | Add |
| Cascade Wealth Advisors, Inc |
| 5.91% | 5.45% | #5 | $14.7M | 283,645 | $12.4M | 239,300 | +44,345+18.53% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.02% | #148 | $14.3M | 276,254 | $13.4M | 258,633 | +17,621+6.81% | Add |
| Ferguson Shapiro LLC |
| 4.13% | 2.91% | #8 | $14.1M | 271,637 | $9.5M | 184,065 | +87,572+47.58% | Add |
| ASSETMARK, INC |
| 0.02% | 0.03% | #138 | $12.6M | 242,828 | $15.0M | 289,664 | -46,836-16.17% | Reduce |
| CacheTech Inc. |
| 2.04% | 2.17% | #16 | $12.6M | 242,478 | $11.3M | 217,080 | +25,398+11.70% | Add |
| August Group Capital Ltd |
| 13.79% | 19.04% | #2 | $12.6M | 241,765 | $16.4M | 316,340 | -74,575-23.57% | Reduce |
| STAR Financial Bank |
| 5.02% | 5.22% | #6 | $12.3M | 237,338 | $11.1M | 213,408 | +23,930+11.21% | Add |
| AE Wealth Management LLC |
| 0.05% | 0.08% | #112 | $11.8M | 226,661 | $14.2M | 274,373 | -47,712-17.39% | Reduce |
| Envestnet Portfolio Solutions, Inc. |
| 0.06% | 0.08% | #110 | $11.5M | 222,048 | $14.0M | 270,914 | -48,866-18.04% | Reduce |
| Prime Capital Investment Advisors, LLC |
| 0.11% | 0.12% | #86 | $10.9M | 209,865 | $10.1M | 195,748 | +14,117+7.21% | Add |
| Adams Wealth Management |
| 2.07% | 2.22% | #15 | $10.8M | 208,208 | $10.1M | 195,397 | +12,811+6.56% | Add |
| BAR HARBOR WEALTH MANAGEMENT |
| 0.58% | 0.53% | #34 | $10.7M | 206,653 | $9.1M | 175,508 | +31,145+17.75% | Add |
| Keel Point, LLC |
| 0.63% | 0.54% | #31 | $10.7M | 206,054 | $8.2M | 158,488 | +47,566+30.01% | Add |
| CITIGROUP INC |
| <0.01% | — | #189 | $10.4M | 200,008 | $0 | 0 | +200,008 | New Buy |
| NorthCoast Asset Management LLC |
| 0.22% | 0.23% | #61 | $10.1M | 193,823 | $9.8M | 188,349 | +5,474+2.91% | Add |
| Cannon Capital Management, Inc. |
| 8.24% | 8.1% | #3 | $9.7M | 186,813 | $10.0M | 192,410 | -5,597-2.91% | Reduce |
| DRIVE WEALTH MANAGEMENT, LLC |
| 1.67% | 1.96% | #20 | $9.4M | 180,919 | $9.3M | 179,552 | +1,367+0.76% | Add |
| Equitable Holdings, Inc. |
| 0.06% | 0.03% | #111 | $9.3M | 178,199 | $5.1M | 99,414 | +78,785+79.25% | Add |
| ODonnell Financial Services, LLC |
| 2.52% | 2.65% | #13 | $8.6M | 164,802 | $7.7M | 148,631 | +16,171+10.88% | Add |
| BANK OF MONTREAL /CAN/ |
| <0.01% | <0.01% | #194 | $8.5M | 163,521 | $6.3M | 121,940 | +41,581+34.10% | Add |
| E6 Portfolios, LLC |
| 6.5% | 7.27% | #4 | $8.1M | 156,798 | $7.0M | 134,609 | +22,189+16.48% | Add |
| COURIER CAPITAL LLC |
| 0.39% | — | #42 | $7.9M | 151,798 | $0 | 0 | +151,798 | New Buy |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #164 | $7.6M | 146,087 | $3.9M | 75,470 | +70,617+93.57% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | — | #186 | $7.6M | 145,585 | $0 | 0 | +145,585 | New Buy |
| ELEVATION POINT WEALTH PARTNERS, LLC |
| 0.14% | 0.17% | #78 | $7.5M | 144,074 | $7.3M | 140,420 | +3,654+2.60% | Add |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #178 | $7.2M | 138,520 | $7.8M | 150,804 | -12,284-8.15% | Reduce |
| Client First Capital LLC |
| 2.84% | 3.02% | #12 | $7.1M | 137,395 | $7.0M | 134,379 | +3,016+2.24% | Add |
| KICKSTAND VENTURES, LLC. |
| 1.21% | 1.36% | #24 | $6.6M | 128,098 | $6.5M | 124,539 | +3,559+2.86% | Add |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
| 1.76% | — | #18 | $6.5M | 125,500 | $0 | 0 | +125,500 | New Buy |
| STOCK YARDS BANK & TRUST CO |
| 0.18% | — | #67 | $6.4M | 123,196 | $0 | 0 | +123,196 | New Buy |
| NewEdge Wealth, LLC |
| 0.06% | 0.04% | #108 | $6.2M | 118,626 | $3.3M | 64,330 | +54,296+84.40% | Add |
| DIVERSIFY WEALTH MANAGEMENT, LLC |
| 0.07% | 0.13% | #97 | $6.1M | 116,615 | $7.1M | 137,374 | -20,759-15.11% | Reduce |
