| Capital International Investors |
| 0.34% | 0.36% | #26 | $1.65B | 63.7M | $1.52B | 60.0M | +3.7M+6.12% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.08% | 0.08% | #64 | $343.8M | 13.3M | $305.6M | 12.1M | +1.2M+10.17% | Add |
| LPL Financial LLC |
| 0.04% | 0.03% | #96 | $156.3M | 6.0M | $118.5M | 4.7M | +1.4M+29.21% | Add |
| Cetera Investment Advisers |
| 0.07% | 0.07% | #72 | $74.1M | 2.9M | $63.3M | 2.5M | +368,568+14.74% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.12% | 0.12% | #50 | $52.4M | 2.0M | $46.8M | 1.8M | +177,429+9.60% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.38% | 0.44% | #25 | $40.1M | 1.6M | $39.3M | 1.6M | -34-0.00% | Reduce |
| ROYAL BANK OF CANADA |
| 0.01% | <0.01% | #152 | $36.3M | 1.4M | $24.6M | 973,146 | +431,092+44.30% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.07% | 0.08% | #69 | $36.0M | 1.4M | $29.7M | 1.2M | +217,189+18.51% | Add |
| ASSETMARK, INC |
| 0.06% | 0.06% | #79 | $34.5M | 1.3M | $30.4M | 1.2M | +135,866+11.33% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #137 | $31.1M | 1.2M | $19.1M | 754,675 | +450,300+59.67% | Add |
| Janney Montgomery Scott LLC |
| 0.06% | 0.06% | #81 | $28.5M | 1.1M | $23.5M | 927,408 | +175,273+18.90% | Add |
| OSAIC HOLDINGS, INC. |
| 0.03% | 0.02% | #101 | $23.6M | 913,813 | $14.1M | 556,990 | +356,823+64.06% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.01% | 0.01% | #128 | $22.8M | 881,123 | $12.7M | 502,005 | +379,118+75.52% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.01% | 0.01% | #134 | $22.1M | 852,417 | $13.4M | 531,730 | +320,687+60.31% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.03% | 0.04% | #102 | $21.9M | 847,522 | $25.4M | 1.0M | -157,583-15.68% | Reduce |
| Aprio Wealth Management, LLC |
| 1.05% | 0.99% | #10 | $21.2M | 819,408 | $18.2M | 719,222 | +100,186+13.93% | Add |
| TRUIST FINANCIAL CORP |
| 0.02% | 0.02% | #106 | $19.8M | 766,284 | $17.3M | 683,111 | +83,173+12.18% | Add |
| Orion Porfolio Solutions, LLC |
| 0.15% | 0.16% | #46 | $19.8M | 764,039 | $18.5M | 729,076 | +34,963+4.80% | Add |
| Confluence Wealth Services, Inc. |
| 0.51% | 0.66% | #20 | $18.0M | 695,835 | $17.0M | 670,625 | +25,210+3.76% | Add |
| J. Derek Lewis & Associates Inc. |
| 2.83% | 3.3% | #3 | $15.0M | 580,244 | $14.7M | 580,246 | -2-0.00% | Reduce |
| Kestra Advisory Services, LLC |
| 0.04% | 0.04% | #91 | $13.1M | 505,492 | $11.1M | 438,921 | +66,571+15.17% | Add |
| PRINCIPAL SECURITIES, INC. |
| 0.15% | 0.16% | #45 | $12.8M | 496,159 | $11.2M | 442,727 | +53,432+12.07% | Add |
| BENJAMIN EDWARDS INC |
| 0.11% | 0.1% | #55 | $12.2M | 472,742 | $9.6M | 380,231 | +92,511+24.33% | Add |
| Capital Group Private Client Services, Inc. |
| 0.17% | 0.16% | #41 | $12.2M | 472,102 | $9.6M | 377,282 | +94,820+25.13% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.05% | 0.05% | #82 | $10.6M | 409,155 | $10.0M | 396,584 | +12,571+3.17% | Add |
| Strata Wealth Advisors, LLC |
| 2.47% | 2.69% | #4 | $10.1M | 392,344 | $9.8M | 387,793 | +4,551+1.17% | Add |
| Envestnet Portfolio Solutions, Inc. |
| 0.04% | 0.04% | #88 | $9.2M | 356,104 | $7.7M | 304,785 | +51,319+16.84% | Add |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
| <0.01% | <0.01% | #168 | $8.7M | 337,790 | $8.6M | 337,790 | 00.00% | Unchanged |
| Koshinski Asset Management, Inc. |
| 0.44% | 0.44% | #23 | $8.3M | 320,876 | $7.0M | 276,833 | +44,043+15.91% | Add |
| Valmark Advisers, Inc. |
| 0.08% | 0.09% | #61 | $8.0M | 309,331 | $7.5M | 295,103 | +14,228+4.82% | Add |
| NATIXIS ADVISORS, LLC |
| 0.01% | 0.01% | #136 | $7.6M | 294,526 | $4.6M | 181,446 | +113,080+62.32% | Add |
| FIRST INTERSTATE BANK |
| 0.39% | 0.28% | #24 | $7.5M | 290,676 | $4.9M | 194,377 | +96,299+49.54% | Add |
| Apollon Wealth Management, LLC |
| 0.09% | 0.03% | #60 | $7.5M | 289,402 | $1.9M | 75,129 | +214,273+285.21% | Add |
| Prentice Wealth Management LLC |
| 1.43% | 1.19% | #5 | $6.9M | 267,660 | $5.3M | 207,443 | +60,217+29.03% | Add |
| PARK AVENUE SECURITIES LLC |
| 0.04% | 0.03% | #92 | $6.5M | 251,000 | $4.4M | 173,490 | +77,510+44.68% | Add |
| Gutierrez Wealth Advisory, LLC |
| 3.61% | 3.51% | #2 | $6.3M | 241,975 | $5.6M | 223,120 | +18,855+8.45% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.1% | 0.08% | #59 | $6.0M | 232,676 | $4.2M | 165,131 | +67,545+40.90% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #175 | $5.5M | 214,471 | $898,887 | 35,501 | +178,970+504.13% | Add |
| Platt Wealth Management LLC |
| 4.42% | 4.82% | #1 | $5.5M | 212,617 | $4.9M | 195,259 | +17,358+8.89% | Add |
| Keudell/Morrison Wealth Management |
| 1.02% | 1.03% | #12 | $5.4M | 208,098 | $5.0M | 198,512 | +9,586+4.83% | Add |
| Clear Trail Advisors, LLC |
| 0.82% | 0.81% | #16 | $5.4M | 207,624 | $4.9M | 191,686 | +15,938+8.31% | Add |
| CULLEN/FROST BANKERS, INC. |
| 0.05% | 0.05% | #84 | $5.1M | 199,062 | $4.2M | 164,570 | +34,492+20.96% | Add |
| SEI INVESTMENTS CO |
| <0.01% | <0.01% | #160 | $4.9M | 191,440 | $4.1M | 161,097 | +30,343+18.84% | Add |
| Capital Analysts, LLC |
| 0.11% | 0.08% | #54 | $4.8M | 187,286 | $2.8M | 108,589 | +78,697+72.47% | Add |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #159 | $4.8M | 185,414 | $4.6M | 182,504 | +2,910+1.59% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.01% | 0.01% | #145 | $4.2M | 162,473 | $4.0M | 157,618 | +4,855+3.08% | Add |
| MOSAIC FAMILY WEALTH PARTNERS, LLC |
| 0.28% | 0.16% | #32 | $4.1M | 159,791 | $1.5M | 60,385 | +99,406+164.62% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | — | #183 | $4.0M | 153,934 | $0 | 0 | +153,934 | New Buy |
| Capital Investment Management, Inc. |
| 1.11% | 1% | #8 | $3.6M | 140,319 | $2.9M | 114,477 | +25,842+22.57% | Add |
| Transamerica Financial Advisors, LLC |
| 0.3% | 0.23% | #30 | $3.5M | 136,957 | $2.7M | 106,701 | +30,256+28.36% | Add |
