| MORGAN STANLEY |
| 0.01% | 0.01% | #122 | $162.7M | 1.1M | $131.1M | 1.0M | +66,510+6.36% | Add |
| LPL Financial LLC |
| 0.03% | 0.03% | #71 | $152.3M | 1.0M | $123.5M | 962,684 | +77,967+8.10% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.02% | 0.02% | #99 | $103.6M | 708,174 | $92.3M | 719,915 | -11,741-1.63% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.02% | 0.02% | #97 | $64.1M | 438,102 | $56.6M | 441,555 | -3,453-0.78% | Reduce |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #133 | $43.3M | 295,647 | $35.1M | 273,951 | +21,696+7.92% | Add |
| Cetera Investment Advisers |
| 0.03% | 0.03% | #81 | $30.7M | 209,531 | $25.4M | 198,133 | +11,398+5.75% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #172 | $30.5M | 208,405 | $26.4M | 205,567 | +2,838+1.38% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #153 | $29.1M | 199,156 | $26.6M | 207,676 | -8,520-4.10% | Reduce |
| Baird Financial Group, Inc. |
| 0.03% | 0.03% | #73 | $23.5M | 160,820 | $20.1M | 156,988 | +3,832+2.44% | Add |
| Three Cord True Wealth Management, LLC |
| 10.09% | 9.75% | #1 | $21.2M | 144,922 | $17.5M | 136,778 | +8,144+5.95% | Add |
| HighTower Advisors, LLC |
| 0.02% | 0.02% | #98 | $17.7M | 121,039 | $15.5M | 120,617 | +422+0.35% | Add |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #112 | $13.1M | 89,452 | $11.7M | 90,925 | -1,473-1.62% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.01% | 0.01% | #134 | $11.6M | 79,122 | $9.8M | 76,389 | +2,733+3.58% | Add |
| Per Stirling Capital Management, LLC. |
| 1.1% | 1.09% | #5 | $11.6M | 78,951 | $9.9M | 76,851 | +2,100+2.73% | Add |
| Kestra Advisory Services, LLC |
| 0.03% | 0.04% | #70 | $10.7M | 73,328 | $9.5M | 73,929 | -601-0.81% | Reduce |
| PERRYMAN FINANCIAL ADVISORY INC /AD |
| 1.38% | 1.35% | #3 | $10.4M | 71,100 | $9.0M | 70,208 | +892+1.27% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #107 | $10.0M | 68,565 | $8.6M | 67,449 | +1,116+1.65% | Add |
| Chicago Partners Investment Group LLC |
| 0.17% | 0.18% | #28 | $8.5M | 59,338 | $8.3M | 60,065 | -727-1.21% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #121 | $7.6M | 52,136 | $6.9M | 54,085 | -1,949-3.60% | Reduce |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.08% | 0.07% | #49 | $6.9M | 47,086 | $6.0M | 46,614 | +472+1.01% | Add |
| Sanctuary Advisors, LLC |
| 0.03% | 0.03% | #76 | $6.6M | 45,154 | $5.5M | 43,191 | +1,963+4.54% | Add |
| D.A. DAVIDSON & CO. |
| 0.04% | 0.03% | #68 | $6.5M | 44,427 | $5.7M | 44,370 | +57+0.13% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #177 | $5.9M | 40,474 | $4.9M | 38,025 | +2,449+6.44% | Add |
| Stratos Wealth Partners, LTD. |
| 0.06% | 0.06% | #58 | $5.8M | 39,903 | $5.1M | 39,760 | +143+0.36% | Add |
| &PARTNERS |
| 0.02% | 0.01% | #84 | $5.7M | 39,538 | $2.1M | 16,310 | +23,228+142.42% | Add |
| Western Wealth Management, LLC |
| 0.19% | 0.19% | #25 | $5.7M | 38,903 | $4.8M | 37,693 | +1,210+3.21% | Add |
| BENJAMIN EDWARDS INC |
| 0.05% | 0.03% | #63 | $5.1M | 34,934 | $2.7M | 21,076 | +13,858+65.75% | Add |
| Private Advisor Group, LLC |
| 0.02% | 0.02% | #87 | $5.1M | 34,552 | $3.4M | 26,420 | +8,132+30.78% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #111 | $4.9M | 33,628 | $4.4M | 33,916 | -288-0.85% | Reduce |
| Janney Montgomery Scott LLC |
| 0.01% | 0.01% | #118 | $4.7M | 32,341 | $4.3M | 33,414 | -1,073-3.21% | Reduce |
| HARBOUR INVESTMENTS, INC. |
| 0.05% | 0.05% | #60 | $4.0M | 27,423 | $3.3M | 25,775 | +1,648+6.39% | Add |
| Prospera Financial Services Inc |
| 0.05% | 0.06% | #59 | $3.8M | 25,645 | $3.6M | 28,045 | -2,400-8.56% | Reduce |
| Proactive Wealth Strategies LLC |
| 0.53% | 0.54% | #9 | $3.3M | 22,633 | $2.9M | 22,592 | +41+0.18% | Add |
| FSM Wealth Advisors, LLC |
| 0.35% | 0.38% | #14 | $3.3M | 22,274 | $3.0M | 23,322 | -1,048-4.49% | Reduce |
| Solutions 4 Wealth, Ltd |
| 4.09% | 4.29% | #2 | $3.2M | 21,656 | $2.9M | 22,247 | -591-2.66% | Reduce |
| Lakeridge Wealth Management LLC |
| 1.16% | 1.44% | #4 | $3.2M | 21,583 | $3.4M | 26,183 | -4,600-17.57% | Reduce |
| Snowden Capital Advisors LLC |
| 0.07% | 0.07% | #53 | $2.9M | 19,808 | $2.6M | 20,293 | -485-2.39% | Reduce |
| CITIZENS FINANCIAL GROUP INC/RI |
| 0.03% | 0.03% | #74 | $2.7M | 18,282 | $2.3M | 18,270 | +12+0.07% | Add |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #158 | $2.6M | 18,051 | $2.4M | 18,540 | -489-2.64% | Reduce |
| Perigon Wealth Management, LLC |
| 0.04% | 0.04% | #66 | $2.5M | 16,915 | $2.2M | 16,913 | +2+0.01% | Add |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #152 | $2.5M | 16,861 | $2.2M | 17,053 | -192-1.13% | Reduce |
| FWG Holdings, LLC |
| 0.81% | 0.84% | #7 | $2.4M | 16,658 | $2.2M | 17,071 | -413-2.42% | Reduce |
| FIFTH THIRD BANCORP |
| <0.01% | <0.01% | #151 | $2.4M | 16,272 | $2.1M | 16,021 | +251+1.57% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | 0.01% | #149 | $2.4M | 16,587 | $2.4M | 18,781 | -2,194-11.68% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #202 | $2.3M | 15,974 | $1.6M | 12,434 | +3,540+28.47% | Add |
| Bedel Financial Consulting, Inc. |
| 0.22% | 0.23% | #23 | $2.3M | 15,700 | $2.0M | 15,700 | 00.00% | Unchanged |
| OPPENHEIMER & CO INC |
| 0.02% | 0.02% | #85 | $2.2M | 14,994 | $1.9M | 15,004 | -10-0.07% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #187 | $2.2M | 15,078 | $1.8M | 13,954 | +1,124+8.06% | Add |
| COZAD ASSET MANAGEMENT INC |
| 0.12% | — | #40 | $1.8M | 12,268 | $0 | 0 | +12,268 | New Buy |
| Purus Wealth Management, LLC |
| 0.49% | 0.29% | #11 | $1.8M | 12,249 | $906,803 | 7,071 | +5,178+73.23% | Add |
