| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #183 | $53.2M | 1.3M | $53.5M | 1.4M | -53,825-3.95% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #198 | $49.1M | 1.2M | $39.7M | 1.0M | +203,013+20.26% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #149 | $35.7M | 877,625 | $32.2M | 819,415 | +58,210+7.10% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | 0.01% | #168 | $28.3M | 694,103 | $27.8M | 707,581 | -13,478-1.90% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | <0.01% | #159 | $22.4M | 548,908 | $14.1M | 359,278 | +189,630+52.78% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #188 | $21.7M | 532,580 | $22.6M | 576,373 | -43,793-7.60% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.02% | #111 | $17.8M | 437,513 | $16.7M | 424,402 | +13,111+3.09% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.02% | 0.03% | #108 | $15.5M | 380,508 | $14.4M | 365,861 | +14,647+4.00% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #196 | $13.3M | 325,955 | $13.0M | 332,261 | -6,306-1.90% | Reduce |
| J.W. COLE ADVISORS, INC. |
| 0.23% | — | #30 | $13.2M | 323,107 | $0 | 0 | +323,107 | New Buy |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #141 | $12.1M | 296,826 | $11.7M | 298,420 | -1,594-0.53% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #129 | $11.9M | 292,537 | $10.0M | 253,611 | +38,926+15.35% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #221 | $11.7M | 287,252 | $10.3M | 262,401 | +24,851+9.47% | Add |
| Gerald Baker Financial Group LLC |
| 2.9% | 1.97% | #1 | $10.2M | 250,323 | $5.0M | 156,483 | +93,840+59.97% | Add |
| OAK FAMILY ADVISORS, LLC |
| 2.58% | 2.55% | #2 | $10.1M | 247,979 | $9.0M | 230,396 | +17,583+7.63% | Add |
| Magnus Financial Group LLC |
| 0.69% | 0.73% | #11 | $9.7M | 238,730 | $9.0M | 230,239 | +8,491+3.69% | Add |
| Sterling Investment Advisors, Ltd. |
| 1.2% | 1.38% | #5 | $7.7M | 189,654 | $7.6M | 192,424 | -2,770-1.44% | Reduce |
| NewEdge Advisors, LLC |
| 0.02% | 0.01% | #115 | $7.0M | 172,636 | $3.2M | 81,650 | +90,986+111.43% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #160 | $6.6M | 161,288 | $6.5M | 165,248 | -3,960-2.40% | Reduce |
| Wealthspire Advisors, LLC |
| 0.04% | 0.05% | #91 | $6.5M | 159,511 | $6.0M | 151,869 | +7,642+5.03% | Add |
| JBR Co Financial Management Inc |
| 2.12% | 2.18% | #4 | $5.8M | 142,777 | $5.2M | 142,112 | +665+0.47% | Add |
| Private Advisor Group, LLC |
| 0.03% | 0.03% | #104 | $5.7M | 140,096 | $5.4M | 138,375 | +1,721+1.24% | Add |
| Janney Montgomery Scott LLC |
| 0.01% | 0.01% | #142 | $5.0M | 123,766 | $4.4M | 111,125 | +12,641+11.38% | Add |
| HBW ADVISORY SERVICES LLC |
| 0.41% | 0.46% | #22 | $4.5M | 111,666 | $4.4M | 110,909 | +757+0.68% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #140 | $4.5M | 109,857 | $4.3M | 109,023 | +834+0.76% | Add |
| Mariner, LLC |
| <0.01% | 0.01% | #167 | $4.4M | 108,647 | $4.4M | 111,222 | -2,575-2.32% | Reduce |
| Lido Advisors, LLC |
| 0.01% | 0.02% | #135 | $4.0M | 98,304 | $5.9M | 150,589 | -52,285-34.72% | Reduce |
| Tradition Wealth Management, LLC |
| 0.24% | 0.23% | #29 | $3.9M | 94,789 | $3.2M | 82,341 | +12,448+15.12% | Add |
| INDEPENDENT FINANCIAL GROUP, LLC |
| 0.07% | — | #73 | $3.7M | 89,708 | $0 | 0 | +89,708 | New Buy |
| REAVES W H & CO INC |
| 0.05% | 0.06% | #80 | $3.5M | 85,747 | $3.3M | 84,562 | +1,185+1.40% | Add |
| GUGGENHEIM CAPITAL LLC |
| 0.02% | 0.04% | #114 | $3.4M | 82,301 | $5.2M | 132,699 | -50,398-37.98% | Reduce |
| WEALTH EFFECTS LLC |
| 0.9% | 1.15% | #9 | $3.3M | 81,985 | $3.3M | 82,866 | -881-1.06% | Reduce |
| Smith Asset Management Co., LLC |
| 2.37% | 2.54% | #3 | $3.0M | 73,879 | $3.0M | 75,380 | -1,501-1.99% | Reduce |
| OPPENHEIMER & CO INC |
| 0.03% | 0.04% | #96 | $2.9M | 71,431 | $2.9M | 74,358 | -2,927-3.94% | Reduce |
| &PARTNERS |
| 0.01% | 0.01% | #134 | $2.9M | 70,610 | $2.7M | 68,960 | +1,650+2.39% | Add |
| NWF Advisory Services Inc. |
| 0.26% | 0.22% | #28 | $2.8M | 69,225 | $2.0M | 49,723 | +19,502+39.22% | Add |
| Jefferies Financial Group Inc. |
| 0.02% | 0.02% | #122 | $2.8M | 68,546 | $2.5M | 62,870 | +5,676+9.03% | Add |
| LongView Wealth Management |
| 0.7% | 0.71% | #10 | $2.7M | 67,338 | $2.8M | 67,380 | -42-0.06% | Reduce |
| PNC FINANCIAL SERVICES GROUP, INC. |
| <0.01% | <0.01% | #224 | $2.6M | 63,136 | $2.2M | 57,120 | +6,016+10.53% | Add |
| COHEN & STEERS, INC. |
| <0.01% | <0.01% | #176 | $2.4M | 58,000 | $2.1M | 53,000 | +5,000+9.43% | Add |
| Stratos Wealth Partners, LTD. |
| 0.02% | 0.02% | #109 | $2.3M | 56,442 | $2.0M | 51,854 | +4,588+8.85% | Add |
| FIRST TRUST ADVISORS LP |
| <0.01% | <0.01% | #223 | $2.3M | 56,303 | $2.1M | 54,706 | +1,597+2.92% | Add |
| STEVENS CAPITAL PARTNERS |
| 0.43% | — | #20 | $2.3M | 56,038 | $0 | 0 | +56,038 | New Buy |
| CENTAURUS FINANCIAL, INC. |
| 0.09% | 0.1% | #63 | $2.2M | 54,572 | $2.2M | 55,782 | -1,210-2.17% | Reduce |
| LANARK FINANCIAL, INC. |
| 0.15% | 0.15% | #44 | $2.2M | 54,264 | $2.0M | 51,079 | +3,185+6.24% | Add |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #153 | $2.1M | 52,218 | $2.2M | 56,064 | -3,846-6.86% | Reduce |
| GRIFFIN ASSET MANAGEMENT, INC. |
| 0.22% | 0.21% | #31 | $2.1M | 51,635 | $1.8M | 46,390 | +5,245+11.31% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.01% | 0.01% | #136 | $2.1M | 51,586 | $2.0M | 50,113 | +1,473+2.94% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #230 | $2.1M | 51,503 | $2.3M | 58,129 | -6,626-11.40% | Reduce |
| Samalin Investment Counsel, LLC |
| 0.63% | 0.5% | #12 | $2.0M | 49,883 | $1.4M | 35,875 | +14,008+39.05% | Add |
