| ENVESTNET ASSET MANAGEMENT INC |
| 0.02% | <0.01% | #181 | $94.0M | 3.8M | $13.2M | 527,736 | +3.2M+612.70% | Add |
| GOLDMAN SACHS GROUP INC |
| 0.01% | 0.01% | #236 | $85.9M | 3.4M | $84.8M | 3.4M | +52,862+1.56% | Add |
| LPL Financial LLC |
| 0.02% | 0.01% | #207 | $70.0M | 2.8M | $40.8M | 1.6M | +1.2M+72.00% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #306 | $25.9M | 1.0M | $26.0M | 1.0M | +6,192+0.60% | Add |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.04% | 0.04% | #157 | $23.8M | 952,054 | $20.2M | 805,599 | +146,455+18.18% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #309 | $22.1M | 884,932 | $8.8M | 353,964 | +530,968+150.01% | Add |
| Envestnet Portfolio Solutions, Inc. |
| 0.09% | <0.01% | #104 | $19.2M | 768,281 | $551,388 | 21,998 | +746,283+3,392.50% | Add |
| EP Wealth Advisors, LLC |
| 0.07% | 0.09% | #119 | $19.2M | 768,196 | $17.6M | 700,916 | +67,280+9.60% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #277 | $18.3M | 733,815 | $16.7M | 666,747 | +67,068+10.06% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #267 | $18.1M | 726,058 | $16.9M | 673,207 | +52,851+7.85% | Add |
| Acorns Advisers, LLC |
| 0.11% | 0.12% | #90 | $17.5M | 698,679 | $16.5M | 660,178 | +38,501+5.83% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #276 | $17.0M | 679,448 | $15.3M | 609,338 | +70,110+11.51% | Add |
| Bank of New York Mellon Corp |
| <0.01% | <0.01% | #279 | $16.6M | 662,852 | $16.8M | 670,797 | -7,945-1.18% | Reduce |
| Savant Capital, LLC |
| 0.04% | 0.07% | #148 | $14.9M | 597,293 | $14.4M | 575,654 | +21,639+3.76% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.02% | #197 | $14.5M | 580,169 | $13.6M | 543,394 | +36,775+6.77% | Add |
| Wealthspire Advisors, LLC |
| 0.07% | 0.1% | #122 | $12.8M | 511,273 | $12.3M | 492,464 | +18,809+3.82% | Add |
| Perigon Wealth Management, LLC |
| 0.2% | 0.18% | #61 | $12.6M | 504,559 | $10.9M | 435,167 | +69,392+15.95% | Add |
| Modera Wealth Management, LLC |
| 0.13% | 0.15% | #78 | $12.4M | 497,659 | $12.2M | 487,729 | +9,930+2.04% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #303 | $12.2M | 488,152 | $12.0M | 477,268 | +10,884+2.28% | Add |
| ST GERMAIN D J CO INC |
| 0.44% | 0.47% | #31 | $12.2M | 487,159 | $11.8M | 471,518 | +15,641+3.32% | Add |
| Allworth Financial LP |
| 0.05% | 0.05% | #139 | $12.2M | 486,779 | $12.0M | 478,073 | +8,706+1.82% | Add |
| Baird Financial Group, Inc. |
| 0.02% | 0.02% | #203 | $12.1M | 484,395 | $11.7M | 466,521 | +17,874+3.83% | Add |
| Milestone Investment Advisors LLC |
| 2.24% | 2.56% | #5 | $10.4M | 414,403 | $10.6M | 422,380 | -7,977-1.89% | Reduce |
| Mariner, LLC |
| 0.01% | 0.01% | #220 | $10.3M | 412,165 | $10.5M | 419,249 | -7,084-1.69% | Reduce |
| Francis Financial, Inc. |
| 1.68% | 1.88% | #9 | $10.3M | 410,670 | $10.1M | 404,435 | +6,235+1.54% | Add |
| Cetera Investment Advisers |
| 0.01% | <0.01% | #224 | $10.0M | 401,079 | $2.7M | 109,085 | +291,994+267.68% | Add |
| FLPUTNAM INVESTMENT MANAGEMENT CO |
| 0.11% | 0.14% | #89 | $9.6M | 382,223 | $9.4M | 375,638 | +6,585+1.75% | Add |
| Destination Wealth Management |
| 0.22% | 0.23% | #54 | $9.3M | 373,623 | $9.0M | 360,999 | +12,624+3.50% | Add |
| Financial Engines Advisors L.L.C. |
| 0.02% | 0.02% | #209 | $8.5M | 340,383 | $8.2M | 327,648 | +12,735+3.89% | Add |
| Odyssey Group, LLC |
| 2.1% | — | #6 | $7.7M | 309,835 | $0 | 0 | +309,835 | New Buy |
| Integris Wealth Management, LLC |
| 1.53% | 1.64% | #11 | $7.6M | 303,735 | $7.1M | 284,600 | +19,135+6.72% | Add |
| Fisher Asset Management, LLC |
| <0.01% | <0.01% | #290 | $7.4M | 296,743 | $7.0M | 277,662 | +19,081+6.87% | Add |
| RAFFA WEALTH MANAGEMENT, LLC |
| 0.92% | — | #13 | $7.3M | 293,026 | $0 | 0 | +293,026 | New Buy |
| Apella Capital, LLC |
| 0.1% | 0.1% | #98 | $7.1M | 287,037 | $7.1M | 281,388 | +5,649+2.01% | Add |
| Colorado Capital Management, Inc. |
| 2.3% | 2.41% | #4 | $6.7M | 267,908 | $6.4M | 257,211 | +10,697+4.16% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #323 | $6.6M | 266,039 | $6.3M | 249,556 | +16,483+6.60% | Add |
| Elser Financial Planning, Inc |
| 0.28% | 0.33% | #41 | $6.5M | 258,666 | $6.8M | 272,382 | -13,716-5.04% | Reduce |
| Wescott Financial Advisory Group, LLC |
| 0.49% | 0.56% | #27 | $6.4M | 255,365 | $6.4M | 253,896 | +1,469+0.58% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #240 | $6.0M | 239,112 | $4.8M | 192,648 | +46,464+24.12% | Add |
| PARK AVENUE SECURITIES LLC |
| 0.03% | — | #162 | $5.3M | 211,768 | $0 | 0 | +211,768 | New Buy |
| Impact Investors, Inc |
| 3.83% | 4.22% | #1 | $5.2M | 209,479 | $6.1M | 242,372 | -32,893-13.57% | Reduce |
| MATHER GROUP, LLC. |
| 0.05% | 0.05% | #146 | $5.2M | 208,674 | $4.8M | 190,141 | +18,533+9.75% | Add |
| IMPACTfolio, LLC |
| 1.71% | 1.88% | #8 | $4.5M | 181,238 | $4.4M | 176,696 | +4,542+2.57% | Add |
| Arlington Financial Advisors, LLC |
| 0.57% | 0.64% | #20 | $4.5M | 179,508 | $4.5M | 178,517 | +991+0.56% | Add |
| SEEDS INVESTOR LLC |
| 0.45% | 0.59% | #29 | $4.4M | 176,522 | $4.4M | 173,965 | +2,557+1.47% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.01% | <0.01% | #228 | $4.3M | 171,428 | $471,543 | 18,813 | +152,615+811.22% | Add |
| Accredited Investors Inc. |
| 0.18% | 0.21% | #69 | $4.1M | 163,289 | $3.9M | 156,933 | +6,356+4.05% | Add |
| ASSETMARK, INC |
| 0.01% | <0.01% | #245 | $4.0M | 159,740 | $1.8M | 70,844 | +88,896+125.48% | Add |
| FIDUCIARY TRUST CO |
| 0.04% | 0.04% | #152 | $3.9M | 157,722 | $3.5M | 140,921 | +16,801+11.92% | Add |
| NewEdge Advisors, LLC |
| 0.01% | <0.01% | #217 | $3.9M | 157,156 | $892,268 | 35,598 | +121,558+341.47% | Add |
