| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #97 | $175.9M | 4.0M | $103.4M | 2.4M | +1.7M+69.88% | Add |
| LPL Financial LLC |
| 0.01% | 0.02% | #90 | $64.2M | 1.5M | $65.3M | 1.5M | -27,767-1.85% | Reduce |
| MERCER GLOBAL ADVISORS INC /ADV |
| 0.07% | 0.08% | #62 | $58.0M | 1.3M | $54.7M | 1.3M | +76,277+6.06% | Add |
| Savant Capital, LLC |
| 0.15% | 0.12% | #38 | $49.5M | 1.1M | $25.5M | 587,789 | +550,839+93.71% | Add |
| Prime Capital Investment Advisors, LLC |
| 0.33% | 0.34% | #19 | $33.9M | 779,212 | $29.4M | 675,916 | +103,296+15.28% | Add |
| Prestige Wealth Management Group LLC |
| 5.33% | 5.85% | #2 | $29.3M | 674,986 | $29.8M | 686,094 | -11,108-1.62% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #126 | $27.4M | 629,921 | $25.4M | 584,935 | +44,986+7.69% | Add |
| HighTower Advisors, LLC |
| 0.02% | 0.03% | #84 | $24.9M | 571,723 | $27.2M | 627,024 | -55,301-8.82% | Reduce |
| WealthPlan Investment Management, LLC |
| 1.05% | 1.23% | #8 | $21.2M | 487,680 | $22.1M | 507,625 | -19,945-3.93% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #143 | $18.1M | 416,811 | $10.4M | 235,880 | +180,931+76.70% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #123 | $16.3M | 374,726 | $12.3M | 283,335 | +91,391+32.26% | Add |
| FIRST FOUNDATION ADVISORS |
| 0.52% | 0.56% | #13 | $14.3M | 329,835 | $13.9M | 320,599 | +9,236+2.88% | Add |
| Grey Ledge Advisors, LLC |
| 2.42% | 2.6% | #3 | $12.0M | 282,749 | $11.5M | 264,850 | +17,899+6.76% | Add |
| CITIZENS FINANCIAL GROUP INC/RI |
| 0.14% | 0.16% | #39 | $11.8M | 271,805 | $11.6M | 267,413 | +4,392+1.64% | Add |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.13% | 0.14% | #43 | $11.7M | 268,095 | $11.2M | 258,041 | +10,054+3.90% | Add |
| Smartleaf Asset Management LLC |
| 0.36% | 0.39% | #16 | $11.0M | 251,297 | $10.9M | 251,297 | 00.00% | Unchanged |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #136 | $10.7M | 246,679 | $11.5M | 264,791 | -18,112-6.84% | Reduce |
| FIDUCIARY FINANCIAL ADVISORS |
| 0.99% | — | #9 | $9.8M | 224,614 | $0 | 0 | +224,614 | New Buy |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #108 | $9.0M | 207,623 | $9.1M | 209,397 | -1,774-0.85% | Reduce |
| Atria Investments, Inc |
| 0.09% | 0.13% | #56 | $8.7M | 200,155 | $11.4M | 263,486 | -63,331-24.04% | Reduce |
| Broussard Financial Group LLC |
| 6.26% | 6.38% | #1 | $7.8M | 179,767 | $8.0M | 183,633 | -3,866-2.11% | Reduce |
| Vestmark Advisory Solutions, Inc. |
| 0.06% | 0.08% | #63 | $6.9M | 158,989 | $6.9M | 158,989 | 00.00% | Unchanged |
| RFG Advisory, LLC |
| 0.1% | 0.12% | #49 | $6.7M | 154,207 | $6.6M | 151,712 | +2,495+1.64% | Add |
| Private Advisor Group, LLC |
| 0.03% | 0.09% | #80 | $6.2M | 142,257 | $18.8M | 431,859 | -289,602-67.06% | Reduce |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #119 | $6.2M | 141,479 | $5.9M | 135,553 | +5,926+4.37% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #115 | $5.9M | 136,717 | $3.6M | 82,619 | +54,098+65.48% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #140 | $5.4M | 123,312 | $5.2M | 119,723 | +3,589+3.00% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #145 | $5.2M | 118,986 | $5.0M | 116,039 | +2,947+2.54% | Add |
| LANARK FINANCIAL, INC. |
| 0.33% | 0.35% | #18 | $4.9M | 113,538 | $4.6M | 106,787 | +6,751+6.32% | Add |
| Oxinas Partners, LLC |
| 1.93% | 2.21% | #5 | $4.9M | 112,861 | $4.8M | 111,192 | +1,669+1.50% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #157 | $4.7M | 107,327 | $4.7M | 107,764 | -437-0.41% | Reduce |
| OPTIMA CAPITAL LLC |
| 1.78% | 2.04% | #6 | $4.5M | 103,998 | $4.4M | 101,290 | +2,708+2.67% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.01% | 0.01% | #118 | $3.6M | 82,217 | $3.5M | 80,567 | +1,650+2.05% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #114 | $3.5M | 80,302 | $2.4M | 54,210 | +26,092+48.13% | Add |
| Freedom Investment Management, Inc. |
| 0.9% | 0.95% | #11 | $3.2M | 74,496 | $3.2M | 73,841 | +655+0.89% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #156 | $3.2M | 73,837 | $0 | 0 | +73,837 | New Buy |
| Sharper & Granite LLC |
| 0.96% | 1% | #10 | $3.1M | 71,391 | $2.9M | 67,572 | +3,819+5.65% | Add |
| WealthPoint Financial, LLC |
| 2.15% | 2.46% | #4 | $2.9M | 67,808 | $2.9M | 67,644 | +164+0.24% | Add |
| Kestra Advisory Services, LLC |
| 0.01% | 0.02% | #104 | $2.9M | 66,743 | $4.3M | 98,998 | -32,255-32.58% | Reduce |
| Mariner, LLC |
| <0.01% | 0.01% | #129 | $2.9M | 65,630 | $5.6M | 129,028 | -63,398-49.14% | Reduce |
| Ascentis Independent Advisors |
| 0.37% | 0.22% | #14 | $2.8M | 64,644 | $2.9M | 67,064 | -2,420-3.61% | Reduce |
| AMERICAN FINANCIAL & TAX STRATEGIES INC |
| 1.26% | 1.35% | #7 | $2.8M | 63,927 | $2.8M | 63,859 | +68+0.11% | Add |
| Main Street Financial Solutions, LLC |
| 0.17% | — | #34 | $2.7M | 62,597 | $0 | 0 | +62,597 | New Buy |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
| <0.01% | <0.01% | #149 | $2.6M | 59,220 | $2.6M | 59,220 | 00.00% | Unchanged |
| HARBOUR INVESTMENTS, INC. |
| 0.03% | 0.04% | #75 | $2.5M | 57,002 | $2.4M | 55,864 | +1,138+2.04% | Add |
| Sanctuary Advisors, LLC |
| 0.01% | 0.01% | #98 | $2.4M | 55,158 | $1.5M | 33,799 | +21,359+63.19% | Add |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| 0.03% | 0.03% | #79 | $2.2M | 51,718 | $2.2M | 51,439 | +279+0.54% | Add |
| AE Wealth Management LLC |
| 0.01% | 0.01% | #101 | $2.2M | 50,703 | $2.0M | 46,934 | +3,769+8.03% | Add |
| Heck Capital Advisors, LLC |
| 0.12% | — | #44 | $2.1M | 48,109 | $0 | 0 | +48,109 | New Buy |
| Golden State Wealth Management, LLC |
| 0.17% | 0.2% | #32 | $1.9M | 43,792 | $1.8M | 41,581 | +2,211+5.32% | Add |
