| MORGAN STANLEY |
| 0.01% | 0.01% | #77 | $150.0M | 1.0M | $109.2M | 873,254 | +152,319+17.44% | Add |
| LPL Financial LLC |
| 0.02% | 0.02% | #52 | $94.0M | 642,574 | $80.2M | 625,490 | +17,084+2.73% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.02% | 0.02% | #55 | $84.2M | 575,480 | $75.6M | 589,766 | -14,286-2.42% | Reduce |
| Fusion Family Wealth, LLC |
| 5.3% | 5.28% | #1 | $79.8M | 545,385 | $70.7M | 551,484 | -6,099-1.11% | Reduce |
| VANTAGEPOINT INVESTMENT ADVISERS LLC |
| 0.59% | 0.58% | #7 | $78.6M | 537,216 | $68.7M | 535,439 | +1,777+0.33% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #102 | $47.2M | 322,875 | $41.8M | 326,143 | -3,268-1.00% | Reduce |
| WELLS FARGO & COMPANY/MN |
| 0.01% | 0.01% | #85 | $37.3M | 255,166 | $33.9M | 264,549 | -9,383-3.55% | Reduce |
| Bleakley Financial Group, LLC |
| 0.4% | 0.41% | #10 | $31.2M | 213,037 | $26.3M | 205,423 | +7,614+3.71% | Add |
| Resonant Capital Advisors, LLC |
| 1.21% | 1.15% | #6 | $25.3M | 172,713 | $21.9M | 170,930 | +1,783+1.04% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #86 | $21.3M | 145,721 | $18.1M | 141,406 | +4,315+3.05% | Add |
| RVW Wealth, LLC |
| 1.24% | 1.17% | #5 | $18.8M | 128,463 | $15.1M | 117,587 | +10,876+9.25% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.01% | 0.01% | #69 | $18.6M | 127,415 | $15.7M | 122,428 | +4,987+4.07% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #107 | $17.4M | 119,152 | $16.2M | 126,627 | -7,475-5.90% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.02% | #54 | $14.0M | 95,551 | $11.3M | 87,942 | +7,609+8.65% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #91 | $12.1M | 82,709 | $8.5M | 67,627 | +15,082+22.30% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #61 | $11.2M | 76,802 | $9.6M | 74,949 | +1,853+2.47% | Add |
| EverSource Wealth Advisors, LLC |
| 0.23% | 0.19% | #17 | $7.0M | 47,603 | $6.1M | 47,863 | -260-0.54% | Reduce |
| Ipsen Advisor Group LLC |
| 4.25% | 4.14% | #2 | $6.6M | 45,186 | $5.9M | 46,159 | -973-2.11% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #116 | $6.1M | 41,746 | $6.1M | 47,381 | -5,635-11.89% | Reduce |
| NWAM LLC |
| 0.29% | 0.29% | #15 | $5.8M | 39,343 | $5.1M | 39,790 | -447-1.12% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | 0.01% | #71 | $5.7M | 39,065 | $4.9M | 37,600 | +1,465+3.90% | Add |
| Private Advisor Group, LLC |
| 0.02% | 0.02% | #50 | $5.2M | 35,265 | $4.6M | 36,135 | -870-2.41% | Reduce |
| Marshall & Sterling Wealth Advisors Inc. |
| 3.03% | 2.85% | #3 | $5.1M | 34,972 | $4.4M | 33,967 | +1,005+2.96% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #93 | $4.8M | 32,777 | $3.9M | 30,137 | +2,640+8.76% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #112 | $4.5M | 30,677 | $3.8M | 29,993 | +684+2.28% | Add |
| Ausdal Financial Partners, Inc. |
| 0.16% | 0.15% | #19 | $4.1M | 27,964 | $3.5M | 27,149 | +815+3.00% | Add |
| Sanctuary Advisors, LLC |
| 0.02% | 0.02% | #53 | $4.0M | 27,472 | $3.5M | 27,644 | -172-0.62% | Reduce |
| GHP Investment Advisors, Inc. |
| 0.13% | 0.13% | #23 | $3.5M | 24,075 | $3.2M | 24,783 | -708-2.86% | Reduce |
| Perigon Wealth Management, LLC |
| 0.05% | 0.05% | #37 | $3.4M | 23,387 | $3.2M | 24,690 | -1,303-5.28% | Reduce |
| PERSPECTIVE WEALTH ADVISORS LLC |
| 1.67% | 1.74% | #4 | $3.0M | 20,755 | $2.7M | 20,950 | -195-0.93% | Reduce |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #73 | $2.8M | 19,286 | $3.0M | 23,060 | -3,774-16.37% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.01% | 0.01% | #63 | $2.6M | 17,817 | $1.3M | 10,276 | +7,541+73.38% | Add |
| Western Wealth Management, LLC |
| 0.08% | 0.09% | #30 | $2.6M | 17,445 | $2.2M | 17,389 | +56+0.32% | Add |
| Geneos Wealth Management Inc. |
| 0.05% | 0.05% | #39 | $2.4M | 16,631 | $2.3M | 18,011 | -1,380-7.66% | Reduce |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #104 | $2.4M | 16,241 | $2.1M | 16,046 | +195+1.22% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #88 | $2.3M | 15,816 | $2.1M | 16,703 | -887-5.31% | Reduce |
| Patriot Financial Group Insurance Agency, LLC |
| 0.23% | 0.2% | #18 | $2.2M | 15,175 | $3.6M | 27,750 | -12,575-45.32% | Reduce |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #100 | $2.1M | 14,478 | $1.9M | 14,437 | +41+0.28% | Add |
| Sigma Planning Corp |
| 0.05% | 0.05% | #38 | $2.1M | 14,259 | $1.9M | 15,192 | -933-6.14% | Reduce |
| Klingman & Associates, LLC |
| 0.08% | 0.08% | #31 | $1.9M | 12,934 | $1.7M | 12,954 | -20-0.15% | Reduce |
| Waverly Advisors, LLC |
| 0.01% | 0.01% | #67 | $1.8M | 12,201 | $1.6M | 12,327 | -126-1.02% | Reduce |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #98 | $1.8M | 12,062 | $1.1M | 8,512 | +3,550+41.71% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #132 | $1.7M | 11,726 | $1.4M | 11,513 | +213+1.85% | Add |
| THOROUGHBRED FINANCIAL SERVICES, LLC |
| 0.07% | 0.1% | #32 | $1.7M | 11,308 | $1.6M | 12,658 | -1,350-10.67% | Reduce |
| J. Derek Lewis & Associates Inc. |
| 0.3% | 0.32% | #14 | $1.6M | 10,968 | $1.4M | 10,985 | -17-0.15% | Reduce |
| Steward Partners Investment Advisory, LLC |
| 0.01% | 0.01% | #78 | $1.6M | 10,616 | $1.1M | 8,630 | +1,986+23.01% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #110 | $1.5M | 10,014 | $1.2M | 9,367 | +647+6.91% | Add |
| Snowden Capital Advisors LLC |
| 0.03% | 0.03% | #41 | $1.3M | 9,097 | $1.2M | 9,109 | -12-0.13% | Reduce |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #96 | $1.3M | 8,967 | $1.1M | 8,530 | +437+5.12% | Add |
| Ancora Advisors LLC |
| 0.02% | — | #48 | $1.3M | 8,737 | $0 | 0 | +8,737 | New Buy |
