| ALLIANCEBERNSTEIN L.P. |
| 0.22% | 0.19% | #16 | $645.5M | 25.6M | $571.4M | 22.7M | +3.0M+13.10% | Add |
| LPL Financial LLC |
| 0.02% | 0.03% | #48 | $97.3M | 3.9M | $96.0M | 3.8M | +47,084+1.24% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #71 | $78.9M | 3.1M | $63.4M | 2.5M | +625,935+25.03% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #79 | $35.1M | 1.4M | $27.2M | 1.1M | +310,920+28.73% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #82 | $31.3M | 1.2M | $8.0M | 317,996 | +923,645+290.46% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #78 | $21.4M | 847,767 | $15.2M | 601,752 | +246,015+40.88% | Add |
| Sanctuary Advisors, LLC |
| 0.08% | 0.08% | #30 | $16.3M | 646,462 | $15.3M | 607,561 | +38,901+6.40% | Add |
| OSAIC HOLDINGS, INC. |
| 0.02% | 0.02% | #49 | $16.2M | 641,682 | $13.8M | 548,655 | +93,027+16.96% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #76 | $15.2M | 601,752 | $12.6M | 499,860 | +101,892+20.38% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #83 | $12.4M | 492,980 | $10.0M | 398,555 | +94,425+23.69% | Add |
| SAGESPRING WEALTH PARTNERS, LLC |
| 0.17% | 0.18% | #19 | $11.0M | 436,590 | $9.8M | 390,975 | +45,615+11.67% | Add |
| Strid Group, LLC |
| 1.09% | 1.21% | #6 | $9.9M | 390,620 | $9.8M | 388,457 | +2,163+0.56% | Add |
| Quotient Wealth Partners, LLC |
| 0.2% | 0.16% | #17 | $8.7M | 343,887 | $6.0M | 236,419 | +107,468+45.46% | Add |
| HighTower Advisors, LLC |
| 0.01% | 0.01% | #62 | $7.9M | 312,151 | $6.8M | 269,348 | +42,803+15.89% | Add |
| Aptus Capital Advisors, LLC |
| 0.05% | 0.06% | #37 | $7.0M | 277,115 | $7.1M | 282,060 | -4,945-1.75% | Reduce |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.08% | 0.05% | #29 | $6.9M | 273,525 | $3.9M | 156,000 | +117,525+75.34% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #81 | $6.7M | 266,019 | $5.5M | 219,911 | +46,108+20.97% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | — | #85 | $6.0M | 238,583 | $0 | 0 | +238,583 | New Buy |
| SevenBridge Financial Group, LLC |
| 0.81% | 1.1% | #7 | $5.7M | 227,262 | $7.0M | 277,815 | -50,553-18.20% | Reduce |
| Perigon Wealth Management, LLC |
| 0.08% | 0.03% | #26 | $5.3M | 209,540 | $1.9M | 77,234 | +132,306+171.31% | Add |
| Integrated Wealth Concepts LLC |
| 0.03% | 0.04% | #45 | $5.2M | 207,234 | $5.4M | 214,067 | -6,833-3.19% | Reduce |
| Private Advisor Group, LLC |
| 0.02% | 0.01% | #47 | $5.2M | 206,620 | $2.1M | 81,431 | +125,189+153.74% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #91 | $5.1M | 200,998 | $5.2M | 208,188 | -7,190-3.45% | Reduce |
| ADAPT WEALTH ADVISORS, LLC |
| 1.58% | 1.88% | #1 | $4.8M | 191,528 | $5.2M | 206,338 | -14,810-7.18% | Reduce |
| Ausdal Financial Partners, Inc. |
| 0.19% | 0.19% | #18 | $4.8M | 191,159 | $4.2M | 166,510 | +24,649+14.80% | Add |
| Concurrent Investment Advisors, LLC |
| 0.04% | — | #40 | $4.4M | 176,204 | $0 | 0 | +176,204 | New Buy |
| TRUIST FINANCIAL CORP |
| 0.01% | 0.01% | #66 | $4.3M | 170,722 | $4.0M | 158,519 | +12,203+7.70% | Add |
| Fluent Financial, LLC |
| 1.42% | 1.39% | #4 | $4.0M | 158,224 | $3.8M | 150,790 | +7,434+4.93% | Add |
| Beacon Pointe Advisors, LLC |
| 0.02% | 0.01% | #50 | $3.6M | 143,429 | $2.1M | 84,991 | +58,438+68.76% | Add |
| Legacy Wealth Advisors, LLC |
| 1.46% | 0.43% | #3 | $3.4M | 133,481 | $851,059 | 33,799 | +99,682+294.93% | Add |
| CARY STREET PARTNERS FINANCIAL LLC |
| 0.07% | 0.03% | #31 | $3.3M | 131,764 | $1.0M | 40,359 | +91,405+226.48% | Add |
| Rockefeller Capital Management L.P. |
| <0.01% | 0.01% | #67 | $3.2M | 128,346 | $3.5M | 138,958 | -10,612-7.64% | Reduce |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #64 | $2.9M | 113,662 | $3.3M | 129,281 | -15,619-12.08% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #77 | $2.7M | 107,871 | $1.7M | 66,809 | +41,062+61.46% | Add |
| TD PRIVATE CLIENT WEALTH LLC |
| 0.05% | — | #38 | $2.5M | 99,473 | $0 | 0 | +99,473 | New Buy |
| PERSPECTIVE WEALTH ADVISORS LLC |
| 1.36% | — | #5 | $2.5M | 98,187 | $0 | 0 | +98,187 | New Buy |
| Cresset Asset Management, LLC |
| 0.01% | <0.01% | #60 | $2.5M | 97,715 | $863,347 | 34,287 | +63,428+184.99% | Add |
| Whipplewood Advisors, LLC |
| 1.47% | 1.03% | #2 | $2.2M | 86,368 | $2.0M | 78,790 | +7,578+9.62% | Add |
| Advisory Services Network, LLC |
| 0.02% | 0.03% | #46 | $2.2M | 85,453 | $2.1M | 84,627 | +826+0.98% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #69 | $2.0M | 80,212 | $1.6M | 64,641 | +15,571+24.09% | Add |
| Nuveen, LLC |
| <0.01% | — | #90 | $2.0M | 79,703 | $0 | 0 | +79,703 | New Buy |
| Platform Technology Partners |
| 0.3% | 0.36% | #13 | $1.8M | 72,675 | $1.9M | 73,735 | -1,060-1.44% | Reduce |
| DAVENPORT & Co LLC |
| 0.01% | <0.01% | #61 | $1.7M | 69,337 | $826,357 | 32,818 | +36,519+111.28% | Add |
| Elequin Capital, LP |
| 0.05% | 0.14% | #34 | $1.6M | 64,454 | $1.6M | 64,429 | +25+0.04% | Add |
| Cornerstone Wealth Group, LLC |
| 0.09% | 0.1% | #25 | $1.6M | 61,619 | $1.6M | 61,653 | -34-0.06% | Reduce |
| Juno Financial Group LLC |
| 0.54% | 0.59% | #10 | $1.5M | 60,639 | $1.5M | 59,494 | +1,145+1.92% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | — | #94 | $1.5M | 60,551 | $0 | 0 | +60,551 | New Buy |
| URS Advisory LLC |
| 0.79% | 0.84% | #8 | $1.4M | 55,939 | $1.1M | 45,650 | +10,289+22.54% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #80 | $1.3M | 52,122 | $1.4M | 54,100 | -1,978-3.66% | Reduce |
| KENNEDY INVESTMENT GROUP, INC. |
| 0.44% | 0.5% | #12 | $1.3M | 51,044 | $1.3M | 51,003 | +41+0.08% | Add |
