| MORGAN STANLEY |
| 0.01% | 0.01% | #94 | $279.9M | 3.7M | $236.5M | 3.6M | +67,746+1.87% | Add |
| LPL Financial LLC |
| 0.04% | 0.04% | #67 | $172.0M | 2.3M | $142.2M | 2.0M | +230,202+11.28% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #126 | $62.7M | 827,805 | $57.2M | 821,082 | +6,723+0.82% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #103 | $42.8M | 564,589 | $37.6M | 539,979 | +24,610+4.56% | Add |
| PNC FINANCIAL SERVICES GROUP, INC. |
| 0.02% | 0.02% | #86 | $37.3M | 492,625 | $36.2M | 519,784 | -27,159-5.23% | Reduce |
| Arkadios Wealth Advisors |
| 0.53% | 0.44% | #16 | $35.0M | 461,900 | $27.0M | 387,000 | +74,900+19.35% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #124 | $34.0M | 448,413 | $32.4M | 465,081 | -16,668-3.58% | Reduce |
| IAG Wealth Partners, LLC |
| 2.48% | 2.51% | #4 | $25.0M | 330,061 | $22.5M | 322,918 | +7,143+2.21% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.03% | 0.03% | #82 | $21.8M | 287,183 | $23.5M | 337,390 | -50,207-14.88% | Reduce |
| Atlas Private Wealth Advisors |
| 4.1% | 3.93% | #2 | $18.7M | 246,888 | $16.7M | 239,544 | +7,344+3.07% | Add |
| Waverly Advisors, LLC |
| 0.1% | 0.01% | #39 | $17.0M | 224,439 | $1.2M | 16,512 | +207,927+1,259.25% | Add |
| Stratos Investment Management, LLC |
| 0.61% | 0.59% | #13 | $16.8M | 221,590 | $14.7M | 210,881 | +10,709+5.08% | Add |
| SPWM Advisors LLC |
| 14.89% | 7.97% | #1 | $16.1M | 204,744 | $12.9M | 176,117 | +28,627+16.25% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #132 | $14.9M | 196,174 | $14.2M | 203,823 | -7,649-3.75% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #96 | $12.4M | 163,533 | $7.9M | 113,360 | +50,173+44.26% | Add |
| CULLEN/FROST BANKERS, INC. |
| 0.12% | 0.13% | #33 | $12.2M | 161,665 | $11.4M | 163,570 | -1,905-1.16% | Reduce |
| Kestra Advisory Services, LLC |
| 0.04% | 0.04% | #64 | $12.2M | 161,023 | $11.6M | 167,056 | -6,033-3.61% | Reduce |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #148 | $12.1M | 159,560 | $11.3M | 162,155 | -2,595-1.60% | Reduce |
| Wharton Business Group, LLC |
| 0.4% | 0.41% | #19 | $11.8M | 155,635 | $10.8M | 155,635 | 00.00% | Unchanged |
| Regal Investment Advisors LLC |
| 0.56% | 0.55% | #15 | $10.8M | 142,748 | $9.6M | 137,150 | +5,598+4.08% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #153 | $9.7M | 128,295 | $9.2M | 131,766 | -3,471-2.63% | Reduce |
| Rockefeller Capital Management L.P. |
| 0.01% | 0.02% | #95 | $9.6M | 127,080 | $8.8M | 126,010 | +1,070+0.85% | Add |
| Ullmann Wealth Partners Group, LLC |
| 0.71% | 0.75% | #11 | $7.8M | 103,489 | $7.2M | 103,549 | -60-0.06% | Reduce |
| CAPTRUST FINANCIAL ADVISORS |
| 0.01% | 0.01% | #101 | $7.8M | 102,602 | $7.2M | 103,755 | -1,153-1.11% | Reduce |
| Stonebridge Financial Group, LLC |
| 0.58% | 0.59% | #14 | $7.7M | 101,373 | $7.1M | 102,102 | -729-0.71% | Reduce |
| Private Advisor Group, LLC |
| 0.03% | 0.03% | #74 | $7.1M | 93,337 | $6.6M | 94,973 | -1,636-1.72% | Reduce |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #117 | $6.6M | 86,590 | $6.0M | 85,514 | +1,076+1.26% | Add |
| Equitable Holdings, Inc. |
| 0.04% | 0.05% | #69 | $6.4M | 84,548 | $7.1M | 107,076 | -22,528-21.04% | Reduce |
| CARY STREET PARTNERS FINANCIAL LLC |
| 0.12% | 0.12% | #34 | $5.5M | 72,693 | $4.9M | 70,108 | +2,585+3.69% | Add |
| Pathstone Holdings, LLC |
| 0.02% | — | #92 | $5.2M | 69,013 | $0 | 0 | +69,013 | New Buy |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC |
| 1.7% | 1.99% | #9 | $4.8M | 63,358 | $4.8M | 68,253 | -4,895-7.17% | Reduce |
| Rose Capital Advisors LLC |
| 2.29% | — | #6 | $4.6M | 60,314 | $0 | 0 | +60,314 | New Buy |
| AGH Wealth Advisors, LLC |
| 2.6% | 2.69% | #3 | $4.1M | 54,415 | $3.7M | 52,471 | +1,944+3.70% | Add |
| Horizon Family Wealth, Inc. |
| 1.82% | 1.93% | #8 | $4.0M | 52,645 | $3.7M | 52,364 | +281+0.54% | Add |
| Cooksen Wealth, LLC |
| 2.46% | 2.61% | #5 | $3.9M | 51,511 | $3.6M | 51,511 | 00.00% | Unchanged |
| Farther Finance Advisors, LLC |
| 0.03% | 0.03% | #76 | $3.8M | 49,624 | $3.5M | 49,943 | -319-0.64% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #180 | $3.7M | 48,843 | $3.2M | 46,463 | +2,380+5.12% | Add |
| CITIGROUP INC |
| <0.01% | <0.01% | #163 | $3.2M | 41,832 | $1.8M | 26,156 | +15,676+59.93% | Add |
| TWO SIGMA INVESTMENTS, LP |
| <0.01% | — | #146 | $3.0M | 39,100 | $0 | 0 | +39,100 | New Buy |
| Firestone Capital Management |
| 0.53% | 0.54% | #17 | $2.8M | 37,363 | $2.6M | 37,363 | 00.00% | Unchanged |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #161 | $2.7M | 35,524 | $1.3M | 18,614 | +16,910+90.85% | Add |
| Parallel Advisors, LLC |
| 0.04% | 0.04% | #62 | $2.7M | 35,605 | $2.5M | 35,605 | 00.00% | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | <0.01% | #140 | $2.5M | 33,131 | $1.3M | 18,935 | +14,196+74.97% | Add |
| Baird Financial Group, Inc. |
| <0.01% | <0.01% | #137 | $2.4M | 31,742 | $2.2M | 31,729 | +13+0.04% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #121 | $2.2M | 28,734 | $2.1M | 30,240 | -1,506-4.98% | Reduce |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #123 | $2.2M | 28,583 | $1.8M | 25,506 | +3,077+12.06% | Add |
| Spire Wealth Management |
| 0.06% | 0.07% | #51 | $2.1M | 27,846 | $2.1M | 30,753 | -2,907-9.45% | Reduce |
| Prosperity Consulting Group, LLC |
| 0.08% | 0.08% | #47 | $2.0M | 26,498 | $1.8M | 26,498 | 00.00% | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #162 | $2.0M | 26,019 | $1.8M | 25,656 | +363+1.41% | Add |
| Ameritas Advisory Services, LLC |
| 0.04% | 0.04% | #70 | $1.8M | 24,130 | $1.1M | 15,243 | +8,887+58.30% | Add |
