| WELLS FARGO & COMPANY/MN |
| 0.02% | 0.02% | #81 | $112.7M | 1.8M | $103.0M | 1.8M | -28,861-1.57% | Reduce |
| MORGAN STANLEY |
| <0.01% | 0.01% | #142 | $86.2M | 1.4M | $150.2M | 2.5M | -1.1M-45.41% | Reduce |
| LPL Financial LLC |
| 0.01% | 0.02% | #99 | $60.8M | 973,096 | $57.1M | 1.0M | -42,331-4.17% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.02% | #94 | $55.1M | 882,643 | $50.4M | 897,360 | -14,717-1.64% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #168 | $28.2M | 451,816 | $26.3M | 467,381 | -15,565-3.33% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #154 | $22.5M | 360,777 | $22.8M | 405,597 | -44,820-11.05% | Reduce |
| WCG Wealth Advisors LLC |
| 0.48% | 0.48% | #14 | $20.3M | 324,995 | $17.1M | 303,823 | +21,172+6.97% | Add |
| EARNED WEALTH ADVISORS, LLC |
| 0.99% | 0.95% | #7 | $15.3M | 245,103 | $14.2M | 252,883 | -7,780-3.08% | Reduce |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #107 | $13.3M | 212,251 | $14.2M | 252,098 | -39,847-15.81% | Reduce |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #157 | $12.5M | 199,654 | $16.0M | 285,053 | -85,399-29.96% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.02% | #93 | $12.1M | 193,074 | $12.1M | 214,699 | -21,625-10.07% | Reduce |
| TradeWell Securities, LLC. |
| 3.6% | 3.53% | #2 | $10.1M | 161,354 | $8.4M | 149,308 | +12,046+8.07% | Add |
| Janney Montgomery Scott LLC |
| 0.02% | 0.02% | #78 | $9.9M | 158,128 | $9.0M | 160,915 | -2,787-1.73% | Reduce |
| PERRYMAN FINANCIAL ADVISORY INC /AD |
| 1.3% | 1.29% | #4 | $9.8M | 156,419 | $8.6M | 153,581 | +2,838+1.85% | Add |
| D.A. DAVIDSON & CO. |
| 0.05% | 0.05% | #57 | $9.1M | 145,719 | $8.6M | 153,463 | -7,744-5.05% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #167 | $8.0M | 127,757 | $7.7M | 136,379 | -8,622-6.32% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.02% | 0.02% | #91 | $6.6M | 105,889 | $6.0M | 107,319 | -1,430-1.33% | Reduce |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #131 | $6.5M | 103,678 | $5.9M | 104,681 | -1,003-0.96% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #124 | $6.1M | 97,304 | $5.6M | 100,442 | -3,138-3.12% | Reduce |
| Rockefeller Capital Management L.P. |
| 0.01% | 0.01% | #111 | $5.9M | 94,668 | $5.6M | 99,351 | -4,683-4.71% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #188 | $5.0M | 79,697 | $11.9M | 212,085 | -132,388-62.42% | Reduce |
| Proactive Wealth Strategies LLC |
| 0.72% | 0.82% | #12 | $4.5M | 71,574 | $4.4M | 77,429 | -5,855-7.56% | Reduce |
| SFI Advisors, LLC |
| 3.83% | 4.25% | #1 | $4.4M | 71,126 | $4.1M | 72,112 | -986-1.37% | Reduce |
| TRUIST FINANCIAL CORP |
| 0.01% | 0.01% | #137 | $4.4M | 70,866 | $4.7M | 83,616 | -12,750-15.25% | Reduce |
| TWO SIGMA INVESTMENTS, LP |
| <0.01% | 0.01% | #149 | $4.4M | 70,200 | $11.5M | 204,100 | -133,900-65.61% | Reduce |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #146 | $4.2M | 67,621 | $3.9M | 69,206 | -1,585-2.29% | Reduce |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #120 | $3.9M | 62,706 | $2.6M | 45,756 | +16,950+37.04% | Add |
| World Investment Advisors |
| 0.06% | 0.06% | #51 | $3.9M | 69,621 | $3.9M | 69,621 | 00.00% | Unchanged |
| Private Advisor Group, LLC |
| 0.01% | 0.01% | #95 | $3.2M | 51,143 | $2.8M | 49,752 | +1,391+2.80% | Add |
| Western Wealth Management, LLC |
| 0.1% | 0.11% | #36 | $3.1M | 50,422 | $2.8M | 50,011 | +411+0.82% | Add |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #110 | $3.1M | 49,158 | $3.1M | 55,538 | -6,380-11.49% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #178 | $2.8M | 45,531 | $2.3M | 41,909 | +3,622+8.64% | Add |
| NewEdge Advisors, LLC |
| 0.01% | 0.01% | #115 | $2.8M | 44,832 | $3.5M | 61,984 | -17,152-27.67% | Reduce |
| DAYMARK WEALTH PARTNERS, LLC |
| 0.07% | 0.07% | #49 | $2.7M | 43,185 | $2.4M | 41,992 | +1,193+2.84% | Add |
| Choice Wealth Advisors LLC |
| 0.89% | 0.89% | #8 | $2.5M | 40,451 | $2.3M | 40,426 | +25+0.06% | Add |
| Waverly Advisors, LLC |
| 0.01% | 0.02% | #96 | $2.5M | 40,332 | $2.3M | 40,492 | -160-0.40% | Reduce |
| BENJAMIN EDWARDS INC |
| 0.02% | 0.05% | #74 | $2.4M | 38,528 | $5.5M | 98,349 | -59,821-60.83% | Reduce |
| Peak Planning Group, LLC |
| 0.47% | — | #15 | $2.1M | 33,121 | $0 | 0 | +33,121 | New Buy |
| Paller Financial Services Inc |
| 1.54% | 1.79% | #3 | $2.1M | 32,989 | $2.2M | 38,483 | -5,494-14.28% | Reduce |
| Concurrent Investment Advisors, LLC |
| 0.02% | 0.02% | #85 | $2.1M | 32,847 | $1.8M | 32,294 | +553+1.71% | Add |
| CreativeOne Wealth, LLC |
| 0.04% | 0.04% | #61 | $2.0M | 32,406 | $1.8M | 32,420 | -14-0.04% | Reduce |
| Prospera Financial Services Inc |
| 0.03% | 0.04% | #69 | $2.0M | 31,432 | $2.4M | 42,959 | -11,527-26.83% | Reduce |
| Cyndeo Wealth Partners, LLC |
| 0.09% | 0.08% | #39 | $1.9M | 31,199 | $1.5M | 26,660 | +4,539+17.03% | Add |
| PACIFIC SUN FINANCIAL CORP |
| 0.76% | 0.87% | #10 | $1.8M | 29,330 | $1.8M | 32,030 | -2,700-8.43% | Reduce |
| Plotkin Financial Advisors, LLC |
| 0.74% | 0.91% | #11 | $1.8M | 28,589 | $1.8M | 32,320 | -3,731-11.54% | Reduce |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
| 0.06% | 0.1% | #55 | $1.8M | 27,944 | $1.5M | 26,128 | +1,816+6.95% | Add |
| Baird Financial Group, Inc. |
| <0.01% | <0.01% | #159 | $1.7M | 27,728 | $1.6M | 28,698 | -970-3.38% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.01% | 0.01% | #117 | $1.7M | 26,973 | $800,792 | 14,251 | +12,722+89.27% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | <0.01% | #164 | $1.7M | 26,910 | $2.2M | 39,615 | -12,705-32.07% | Reduce |
| Crumly & Associates Inc. |
| 0.31% | 0.31% | #19 | $1.6M | 25,838 | $1.5M | 26,606 | -768-2.89% | Reduce |
