| FRANKLIN RESOURCES INC |
| 0.34% | 0.36% | #3 | $1.64B | 76.6M | $1.67B | 77.8M | -1.1M-1.47% | Reduce |
| LPL Financial LLC |
| 0.03% | 0.01% | #20 | $136.4M | 6.4M | $39.7M | 1.8M | +4.5M+244.95% | Add |
| Sanctuary Advisors, LLC |
| 0.32% | 0.36% | #4 | $69.3M | 3.2M | $66.2M | 3.1M | +157,182+5.10% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.01% | 0.01% | #27 | $67.7M | 3.2M | $57.0M | 2.7M | +509,745+19.22% | Add |
| Bank of New York Mellon Corp |
| 0.01% | 0.01% | #31 | $65.8M | 3.1M | $68.1M | 3.2M | -95,207-3.01% | Reduce |
| HANTZ FINANCIAL SERVICES, INC. |
| 0.77% | 0.71% | #2 | $57.3M | 2.7M | $45.1M | 2.1M | +577,831+27.55% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.02% | 0.02% | #23 | $56.2M | 2.6M | $37.6M | 1.8M | +853,193+48.37% | Add |
| Janney Montgomery Scott LLC |
| 0.1% | 0.13% | #12 | $52.8M | 2.5M | $51.1M | 2.4M | +90,303+3.80% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #47 | $46.1M | 2.2M | $47.0M | 2.2M | -30,628-1.40% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #49 | $42.3M | 2.0M | $35.6M | 1.6M | +339,028+20.69% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #35 | $30.3M | 1.4M | $29.6M | 1.4M | +38,042+2.76% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #53 | $28.6M | 1.3M | $25.7M | 1.2M | +133,096+11.13% | Add |
| Sequent Planning LLC |
| 4.6% | 4.86% | #1 | $21.6M | 1.0M | $20.1M | 935,273 | +74,385+7.95% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #28 | $14.3M | 666,202 | $13.6M | 631,659 | +34,543+5.47% | Add |
| ASSETMARK, INC |
| 0.02% | 0.02% | #22 | $13.2M | 615,234 | $11.0M | 511,672 | +103,562+20.24% | Add |
| MGO ONE SEVEN LLC |
| 0.17% | 0.2% | #8 | $10.0M | 467,065 | $9.9M | 459,422 | +7,643+1.66% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | — | #56 | $9.6M | 448,947 | $0 | 0 | +448,947 | New Buy |
| Allworth Financial LP |
| 0.04% | 0.05% | #18 | $9.2M | 429,809 | $13.4M | 623,952 | -194,143-31.12% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #52 | $7.9M | 371,218 | $9.9M | 459,248 | -88,030-19.17% | Reduce |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.05% | 0.06% | #15 | $4.9M | 230,707 | $4.7M | 217,164 | +13,543+6.24% | Add |
| Atria Investments, Inc |
| 0.05% | 0.05% | #16 | $4.9M | 227,776 | $4.7M | 217,285 | +10,491+4.83% | Add |
| CENTRAL TRUST Co |
| 0.09% | 0.09% | #13 | $4.8M | 224,144 | $4.6M | 213,606 | +10,538+4.93% | Add |
| Capital Analysts, LLC |
| 0.11% | — | #11 | $4.7M | 219,579 | $0 | 0 | +219,579 | New Buy |
| Smartleaf Asset Management LLC |
| 0.14% | 0.16% | #9 | $4.4M | 202,559 | $4.3M | 202,559 | 00.00% | Unchanged |
| Bogart Wealth, LLC |
| 0.14% | 0.16% | #10 | $4.1M | 192,766 | $4.1M | 192,516 | +250+0.13% | Add |
| RFG Advisory, LLC |
| 0.06% | — | #14 | $4.0M | 185,259 | $0 | 0 | +185,259 | New Buy |
| NATIXIS ADVISORS, LLC |
| <0.01% | <0.01% | #42 | $3.8M | 177,219 | $2.8M | 130,554 | +46,665+35.74% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.01% | — | #26 | $2.7M | 127,851 | $0 | 0 | +127,851 | New Buy |
| JANE STREET GROUP, LLC |
| <0.01% | — | #71 | $2.2M | 104,652 | $0 | 0 | +104,652 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #48 | $2.2M | 104,212 | $1.8M | 84,428 | +19,784+23.43% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #66 | $2.2M | 101,203 | $2.2M | 104,663 | -3,460-3.31% | Reduce |
| CITIGROUP INC |
| <0.01% | <0.01% | #59 | $1.9M | 88,768 | $438,224 | 20,392 | +68,376+335.31% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #68 | $1.9M | 88,330 | $1.5M | 69,525 | +18,805+27.05% | Add |
| NewEdge Advisors, LLC |
| 0.01% | 0.01% | #38 | $1.7M | 80,454 | $1.6M | 72,335 | +8,119+11.22% | Add |
| World Investment Advisors |
| 0.02% | 0.02% | #24 | $1.4M | 63,766 | $1.5M | 71,960 | -8,194-11.39% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #54 | $1.2M | 57,983 | $967,580 | 45,025 | +12,958+28.78% | Add |
| Private Advisor Group, LLC |
| 0.01% | <0.01% | #39 | $1.1M | 51,694 | $948,781 | 44,150 | +7,544+17.09% | Add |
| Slagle Financial, LLC |
| 0.27% | 0.29% | #5 | $907,668 | 42,414 | $881,873 | 41,036 | +1,378+3.36% | Add |
| Pinnacle Financial Group, LLC / IL |
| 0.22% | 0.23% | #6 | $881,439 | 41,189 | $823,709 | 38,330 | +2,859+7.46% | Add |
| TD Waterhouse Canada Inc. |
| <0.01% | <0.01% | #51 | $827,457 | 38,866 | $1.3M | 58,515 | -19,649-33.58% | Reduce |
| Envestnet Portfolio Solutions, Inc. |
| <0.01% | <0.01% | #44 | $792,442 | 37,030 | $818,167 | 38,072 | -1,042-2.74% | Reduce |
| PARK AVENUE SECURITIES LLC |
| <0.01% | <0.01% | #41 | $736,716 | 34,426 | $594,000 | 27,656 | +6,770+24.48% | Add |
| HUB Investment Partners, LLC |
| 0.01% | 0.02% | #29 | $718,462 | 33,573 | $716,133 | 33,324 | +249+0.75% | Add |
| Pinnacle Financial Partners, Inc. |
| <0.01% | <0.01% | #40 | $690,664 | 32,274 | $611,519 | 28,456 | +3,818+13.42% | Add |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
| 0.03% | 0.04% | #19 | $681,376 | 31,840 | $725,459 | 33,758 | -1,918-5.68% | Reduce |
| CULLEN/FROST BANKERS, INC. |
| 0.01% | 0.01% | #36 | $670,833 | 31,347 | $673,561 | 31,343 | +4+0.01% | Add |
| Clearbridge Investments, LLC |
| <0.01% | <0.01% | #62 | $617,647 | 28,862 | $620,244 | 28,862 | 00.00% | Unchanged |
| StoneX Group Inc. |
| 0.02% | 0.03% | #21 | $576,623 | 26,945 | $579,714 | 26,976 | -31-0.11% | Reduce |
| Geneos Wealth Management Inc. |
| 0.01% | 0.01% | #30 | $549,499 | 25,678 | $506,295 | 23,560 | +2,118+8.99% | Add |
| Convergence Financial, LLC |
| 0.04% | 0.03% | #17 | $515,148 | 24,072 | $258,644 | 12,035 | +12,037+100.02% | Add |
