| AMERIPRISE FINANCIAL INC |
| 0.01% | 0.02% | #59 | $71.5M | 1.5M | $69.2M | 1.6M | -76,793-4.85% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.02% | 0.02% | #57 | $66.1M | 1.4M | $62.9M | 1.4M | -47,655-3.31% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #79 | $59.9M | 1.3M | $75.5M | 1.7M | -424,305-25.18% | Reduce |
| Cetera Investment Advisers |
| 0.05% | 0.05% | #42 | $52.2M | 1.1M | $45.6M | 1.0M | +57,138+5.48% | Add |
| Sanctuary Advisors, LLC |
| 0.2% | 0.21% | #24 | $42.7M | 898,228 | $38.5M | 880,733 | +17,495+1.99% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #75 | $25.5M | 537,450 | $25.0M | 571,141 | -33,691-5.90% | Reduce |
| Stonehearth Capital Management, LLC |
| 6.13% | 6.38% | #1 | $18.0M | 377,783 | $16.1M | 368,027 | +9,756+2.65% | Add |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.02% | 0.02% | #51 | $14.5M | 306,034 | $13.0M | 297,014 | +9,020+3.04% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #96 | $14.4M | 303,822 | $15.1M | 345,754 | -41,932-12.13% | Reduce |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #87 | $12.1M | 254,059 | $11.9M | 272,184 | -18,125-6.66% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #92 | $11.1M | 234,116 | $23.0M | 526,740 | -292,624-55.55% | Reduce |
| FSA WEALTH PARTNERS, INC. |
| 2.5% | — | #3 | $10.0M | 210,010 | $0 | 0 | +210,010 | New Buy |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #93 | $9.1M | 191,660 | $9.9M | 226,649 | -34,989-15.44% | Reduce |
| Mason & Associates Inc |
| 1.06% | 1.15% | #7 | $6.6M | 138,643 | $5.9M | 137,923 | +720+0.52% | Add |
| Hamrick Investment Counsel, llc |
| 4.28% | 2.88% | #2 | $6.4M | 135,722 | $5.2M | 119,021 | +16,701+14.03% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.03% | <0.01% | #46 | $6.1M | 129,166 | $866,436 | 19,809 | +109,357+552.06% | Add |
| Park Edge Advisors, LLC |
| 1.27% | 0.59% | #5 | $6.0M | 127,116 | $2.6M | 58,695 | +68,421+116.57% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #63 | $5.4M | 114,497 | $4.6M | 105,742 | +8,755+8.28% | Add |
| CASTLE WEALTH MANAGEMENT LLC |
| 1.49% | 1.49% | #4 | $5.0M | 105,822 | $4.6M | 104,881 | +941+0.90% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #88 | $4.8M | 101,025 | $4.6M | 105,860 | -4,835-4.57% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #94 | $4.6M | 97,113 | $4.3M | 98,283 | -1,170-1.19% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #86 | $4.5M | 94,447 | $5.2M | 118,269 | -23,822-20.14% | Reduce |
| LEVEL FOUR ADVISORY SERVICES, LLC |
| 0.12% | 0.14% | #29 | $4.2M | 88,604 | $4.3M | 98,848 | -10,244-10.36% | Reduce |
| Premier Path Wealth Partners, LLC |
| 0.46% | 0.41% | #12 | $4.0M | 84,732 | $3.2M | 72,421 | +12,311+17.00% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | 0.01% | #77 | $3.9M | 83,028 | $6.2M | 141,566 | -58,538-41.35% | Reduce |
| SHEETS SMITH WEALTH MANAGEMENT |
| 0.38% | 0.41% | #14 | $3.8M | 79,555 | $3.7M | 83,640 | -4,085-4.88% | Reduce |
| BEAM WEALTH ADVISORS, INC. |
| 0.95% | 0.93% | #9 | $3.7M | 85,552 | $3.7M | 85,552 | 00.00% | Unchanged |
| BARNES PETTEY FINANCIAL ADVISORS, LLC |
| 1.06% | 1.34% | #8 | $3.4M | 71,173 | $3.1M | 70,368 | +805+1.14% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #72 | $3.2M | 67,551 | $2.9M | 66,667 | +884+1.33% | Add |
| Focus Partners Advisor Solutions, LLC |
| 0.03% | 0.03% | #48 | $3.1M | 65,544 | $2.9M | 66,262 | -718-1.08% | Reduce |
| Brady Martz Wealth Solutions, LLC |
| 0.47% | 0.49% | #11 | $3.1M | 65,107 | $2.9M | 65,827 | -720-1.09% | Reduce |
| Wealthspire Advisors, LLC |
| 0.02% | 0.02% | #58 | $3.1M | 64,638 | $2.8M | 64,638 | 00.00% | Unchanged |
| Advisory Services Network, LLC |
| 0.03% | 0.03% | #44 | $2.8M | 58,715 | $2.6M | 58,977 | -262-0.44% | Reduce |
| Summit Financial Wealth Advisors, LLC |
| 0.33% | 0.32% | #16 | $2.6M | 54,068 | $2.2M | 50,901 | +3,167+6.22% | Add |
| Private Advisor Group, LLC |
| 0.01% | 0.01% | #62 | $2.5M | 52,003 | $2.0M | 45,350 | +6,653+14.67% | Add |
| Secure Asset Management, LLC |
| 0.33% | 0.62% | #15 | $2.4M | 49,849 | $3.9M | 89,685 | -39,836-44.42% | Reduce |
| Clay Northam Wealth Management, LLC |
| 1.08% | 1.16% | #6 | $2.2M | 46,268 | $2.1M | 47,044 | -776-1.65% | Reduce |
| BROWN ADVISORY INC |
| <0.01% | <0.01% | #78 | $2.1M | 44,300 | $1.9M | 44,300 | 00.00% | Unchanged |
| Haverford Trust Co |
| 0.02% | 0.02% | #56 | $2.1M | 44,255 | $1.9M | 44,255 | 00.00% | Unchanged |
| &PARTNERS |
| 0.01% | 0.01% | #71 | $2.0M | 41,287 | $2.0M | 44,704 | -3,417-7.64% | Reduce |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.02% | 0.03% | #53 | $1.9M | 40,178 | $2.6M | 59,945 | -19,767-32.98% | Reduce |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
| 0.01% | <0.01% | #70 | $1.8M | 38,226 | $264,301 | 6,046 | +32,180+532.25% | Add |
| Bank of New York Mellon Corp |
| <0.01% | <0.01% | #107 | $1.8M | 37,715 | $1.6M | 37,615 | +100+0.27% | Add |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. |
| 0.55% | 0.72% | #10 | $1.5M | 31,658 | $1.7M | 39,781 | -8,123-20.42% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #112 | $1.5M | 30,838 | $2.0M | 44,991 | -14,153-31.46% | Reduce |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #85 | $1.3M | 26,401 | $1.2M | 27,323 | -922-3.37% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #91 | $1.2M | 25,571 | $1.1M | 24,679 | +892+3.61% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | — | #114 | $1.2M | 25,372 | $0 | 0 | +25,372 | New Buy |
| Gladstone Institutional Advisory LLC |
| 0.04% | 0.04% | #43 | $1.2M | 24,351 | $1.0M | 23,694 | +657+2.77% | Add |
| THOROUGHBRED FINANCIAL SERVICES, LLC |
| 0.05% | 0.11% | #41 | $1.2M | 24,295 | $1.8M | 41,725 | -17,430-41.77% | Reduce |
