| DAVENPORT & Co LLC |
| 0.33% | 0.26% | #21 | $67.4M | 889,118 | $48.6M | 722,893 | +166,225+22.99% | Add |
| UBS Group AG |
| 0.01% | 0.01% | #103 | $39.9M | 526,139 | $39.0M | 580,020 | -53,881-9.29% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #129 | $35.6M | 469,226 | $30.5M | 462,679 | +6,547+1.42% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #124 | $35.2M | 464,685 | $33.3M | 494,646 | -29,961-6.06% | Reduce |
| TRUIST FINANCIAL CORP |
| 0.04% | 0.04% | #63 | $35.0M | 461,410 | $29.5M | 438,925 | +22,485+5.12% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #96 | $33.8M | 446,533 | $28.8M | 429,148 | +17,385+4.05% | Add |
| Freedom Investment Management, Inc. |
| 6% | 5.87% | #1 | $21.5M | 284,274 | $19.8M | 294,048 | -9,774-3.32% | Reduce |
| CPC Advisors, LLC |
| 2.74% | 2.86% | #4 | $20.3M | 267,688 | $17.6M | 262,309 | +5,379+2.05% | Add |
| Baird Financial Group, Inc. |
| 0.02% | 0.03% | #72 | $16.9M | 222,376 | $21.7M | 322,814 | -100,438-31.11% | Reduce |
| IEQ CAPITAL, LLC |
| 0.07% | 0.06% | #47 | $15.4M | 203,578 | $13.7M | 203,578 | 00.00% | Unchanged |
| Clearwater Capital Advisors, LLC |
| 1.07% | 1.04% | #12 | $14.6M | 192,023 | $12.9M | 191,663 | +360+0.19% | Add |
| Private Advisor Group, LLC |
| 0.06% | 0.06% | #52 | $13.4M | 176,452 | $11.8M | 175,021 | +1,431+0.82% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.05% | 0.04% | #56 | $10.8M | 141,949 | $7.0M | 104,497 | +37,452+35.84% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #133 | $10.7M | 141,724 | $10.2M | 152,224 | -10,500-6.90% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #155 | $9.2M | 121,786 | $7.9M | 119,997 | +1,789+1.49% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #136 | $8.7M | 114,836 | $7.7M | 115,106 | -270-0.23% | Reduce |
| HighTower Advisors, LLC |
| 0.01% | 0.01% | #95 | $8.7M | 114,614 | $9.5M | 140,645 | -26,031-18.51% | Reduce |
| THEORY FINANCIAL LLC |
| 2.61% | 2.11% | #5 | $8.3M | 109,393 | $6.0M | 89,563 | +19,830+22.14% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #125 | $8.0M | 104,998 | $7.2M | 107,249 | -2,251-2.10% | Reduce |
| Provident Wealth Management, LLC |
| 1.99% | 2.02% | #9 | $7.7M | 101,898 | $6.7M | 99,591 | +2,307+2.32% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #134 | $6.4M | 84,755 | $5.7M | 84,360 | +395+0.47% | Add |
| Pinnacle Financial Partners, Inc. |
| 0.04% | 0.04% | #61 | $6.4M | 84,335 | $5.8M | 86,876 | -2,541-2.92% | Reduce |
| Davidson Kahn Capital Management, LLC |
| 2.59% | 2.89% | #6 | $6.0M | 79,471 | $5.4M | 80,606 | -1,135-1.41% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #81 | $5.9M | 78,199 | $5.4M | 80,211 | -2,012-2.51% | Reduce |
| Breakwater Capital Group |
| 0.71% | 0.72% | #13 | $5.9M | 77,786 | $5.4M | 79,810 | -2,024-2.54% | Reduce |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #143 | $5.0M | 66,417 | $3.7M | 54,405 | +12,012+22.08% | Add |
| Sylvest Advisors, LLC |
| 2.12% | 2.03% | #7 | $4.7M | 62,150 | $3.8M | 56,894 | +5,256+9.24% | Add |
| TopTier Wealth Management, LLC |
| 2.78% | 2.52% | #3 | $4.6M | 60,687 | $4.1M | 60,884 | -197-0.32% | Reduce |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #108 | $4.5M | 59,953 | $4.1M | 61,681 | -1,728-2.80% | Reduce |
| NewSquare Capital LLC |
| 0.27% | 0.28% | #24 | $3.7M | 48,657 | $3.2M | 47,274 | +1,383+2.93% | Add |
| CENTRAL TRUST Co |
| 0.07% | 0.06% | #50 | $3.7M | 48,505 | $2.9M | 43,466 | +5,039+11.59% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #105 | $3.7M | 48,355 | $3.1M | 46,834 | +1,521+3.25% | Add |
| Roan Capital Partners |
| 3.01% | 2.73% | #2 | $3.6M | 47,952 | $3.0M | 44,028 | +3,924+8.91% | Add |
| Great Point Wealth Advisors, LLC |
| 0.57% | 0.61% | #14 | $3.5M | 46,770 | $3.3M | 48,857 | -2,087-4.27% | Reduce |
| CULBERTSON A N & CO INC |
| 0.4% | 0.4% | #18 | $3.4M | 45,015 | $3.1M | 45,625 | -610-1.34% | Reduce |
| Lionshead Wealth Management, LLC |
| 2.04% | 2.11% | #8 | $3.1M | 41,401 | $2.9M | 42,512 | -1,111-2.61% | Reduce |
| OneDigital Investment Advisors LLC |
| 0.03% | 0.03% | #66 | $3.1M | 41,046 | $2.7M | 40,116 | +930+2.32% | Add |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #90 | $3.0M | 39,836 | $1.6M | 24,519 | +15,317+62.47% | Add |
| GHP Investment Advisors, Inc. |
| 0.11% | 0.11% | #38 | $2.9M | 38,393 | $2.6M | 38,581 | -188-0.49% | Reduce |
| Equitable Holdings, Inc. |
| 0.02% | 0.02% | #76 | $2.8M | 37,457 | $2.6M | 39,512 | -2,055-5.20% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #171 | $2.8M | 36,465 | $284,206 | 4,228 | +32,237+762.46% | Add |
| Lauer Wealth, LLC |
| 1.62% | 2.05% | #10 | $2.7M | 35,976 | $2.6M | 36,878 | -902-2.45% | Reduce |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #111 | $2.6M | 34,118 | $1.2M | 17,293 | +16,825+97.29% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #118 | $2.3M | 30,660 | $2.3M | 34,489 | -3,829-11.10% | Reduce |
| Corient Private Wealth LLC |
| <0.01% | <0.01% | #131 | $2.3M | 30,442 | $2.0M | 30,442 | 00.00% | Unchanged |
| L & S Advisors Inc |
| 0.24% | — | #26 | $2.3M | 30,276 | $0 | 0 | +30,276 | New Buy |
| Savant Capital, LLC |
| 0.01% | <0.01% | #99 | $2.1M | 29,160 | $935,568 | 13,918 | +15,242+109.51% | Add |
| Orion Porfolio Solutions, LLC |
| 0.02% | 0.01% | #77 | $2.1M | 27,447 | $1.3M | 19,102 | +8,345+43.69% | Add |
| FLAGSHIP HARBOR ADVISORS, LLC |
| 0.07% | 0.07% | #48 | $1.9M | 24,478 | $1.7M | 24,745 | -267-1.08% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #172 | $1.8M | 23,555 | $2.0M | 30,490 | -6,935-22.75% | Reduce |
