| ENVESTNET ASSET MANAGEMENT INC |
| 0.03% | 0.03% | #41 | $119.9M | 6.7M | $129.2M | 7.4M | -665,987-8.99% | Reduce |
| Kestra Investment Management, LLC |
| 1.37% | 0.98% | #4 | $70.6M | 4.0M | $56.7M | 3.3M | +716,081+22.02% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #88 | $62.4M | 3.5M | $58.0M | 3.3M | +185,416+5.57% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #74 | $38.4M | 2.2M | $42.3M | 2.4M | -266,129-10.96% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #76 | $28.2M | 1.6M | $27.5M | 1.6M | +8,764+0.56% | Add |
| Bank of New York Mellon Corp |
| <0.01% | <0.01% | #86 | $25.8M | 1.5M | $25.8M | 1.5M | -27,290-1.84% | Reduce |
| Bramshill Investments, LLC |
| 1.69% | 1.94% | #2 | $22.1M | 1.2M | $22.5M | 1.3M | -46,568-3.61% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #109 | $19.3M | 1.1M | $11.3M | 646,635 | +437,127+67.60% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #96 | $16.2M | 912,106 | $14.9M | 854,393 | +57,713+6.75% | Add |
| Willis Johnson & Associates, Inc. |
| 0.76% | 0.72% | #7 | $13.6M | 763,819 | $12.4M | 710,728 | +53,091+7.47% | Add |
| Tortoise Investment Management, LLC |
| 0.84% | 0.86% | #6 | $11.3M | 634,387 | $10.4M | 596,857 | +37,530+6.29% | Add |
| HighTower Advisors, LLC |
| 0.01% | 0.01% | #69 | $10.5M | 588,787 | $12.7M | 729,653 | -140,866-19.31% | Reduce |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #112 | $10.5M | 588,510 | $4.1M | 234,033 | +354,477+151.46% | Add |
| Hennion & Walsh Asset Management, Inc. |
| 0.3% | 0.33% | #19 | $10.4M | 586,281 | $9.8M | 562,695 | +23,586+4.19% | Add |
| ABLE Financial Group, LLC |
| 1.72% | 2.04% | #1 | $10.2M | 576,062 | $10.4M | 598,135 | -22,073-3.69% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #84 | $9.2M | 517,835 | $3.2M | 182,029 | +335,806+184.48% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #119 | $9.2M | 515,184 | $8.4M | 483,792 | +31,392+6.49% | Add |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| 0.12% | 0.12% | #28 | $9.0M | 508,751 | $8.1M | 463,266 | +45,485+9.82% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.02% | 0.02% | #52 | $8.5M | 480,404 | $7.9M | 452,973 | +27,431+6.06% | Add |
| Manhattan West Asset Management, LLC |
| 1.38% | 1.73% | #3 | $8.3M | 466,030 | $8.8M | 507,317 | -41,287-8.14% | Reduce |
| Cyndeo Wealth Partners, LLC |
| 0.36% | 0.39% | #18 | $7.8M | 438,155 | $7.4M | 423,684 | +14,471+3.42% | Add |
| Keystone Financial Group |
| 0.41% | 0.43% | #16 | $7.4M | 413,409 | $6.6M | 375,301 | +38,108+10.15% | Add |
| NICOLET BANKSHARES INC |
| 0.21% | 0.25% | #22 | $6.6M | 372,507 | $6.7M | 384,880 | -12,373-3.21% | Reduce |
| Cetera Investment Advisers |
| <0.01% | 0.01% | #85 | $5.4M | 301,474 | $6.2M | 354,706 | -53,232-15.01% | Reduce |
| Kestra Advisory Services, LLC |
| 0.02% | 0.01% | #53 | $5.0M | 281,063 | $3.4M | 195,775 | +85,288+43.56% | Add |
| Westside Investment Management, Inc. |
| 0.63% | 0.65% | #9 | $4.8M | 270,643 | $4.3M | 244,316 | +26,327+10.78% | Add |
| PARK AVENUE SECURITIES LLC |
| 0.03% | 0.05% | #40 | $4.7M | 263,725 | $6.0M | 343,674 | -79,949-23.26% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #105 | $4.2M | 235,269 | $2.8M | 163,058 | +72,211+44.29% | Add |
| Sanctuary Advisors, LLC |
| 0.02% | 0.02% | #48 | $4.2M | 234,097 | $4.4M | 249,439 | -15,342-6.15% | Reduce |
| OneDigital Investment Advisors LLC |
| 0.03% | 0.04% | #39 | $3.9M | 216,993 | $3.8M | 216,152 | +841+0.39% | Add |
| Total Clarity Wealth Management, Inc. |
| 0.55% | 0.57% | #11 | $2.8M | 158,435 | $2.4M | 138,150 | +20,285+14.68% | Add |
| Waverly Advisors, LLC |
| 0.02% | 0.02% | #54 | $2.8M | 155,190 | $2.6M | 149,713 | +5,477+3.66% | Add |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #93 | $2.6M | 147,880 | $2.4M | 137,931 | +9,949+7.21% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #124 | $2.5M | 142,010 | $2.8M | 160,675 | -18,665-11.62% | Reduce |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
| 0.11% | 0.12% | #29 | $2.3M | 127,915 | $2.1M | 117,745 | +10,170+8.64% | Add |
| OLD NATIONAL BANCORP /IN/ |
| 0.04% | 0.02% | #36 | $2.2M | 123,990 | $1.1M | 63,691 | +60,299+94.67% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #104 | $2.1M | 115,524 | $5.0M | 288,807 | -173,283-60.00% | Reduce |
| White & Co Financial Planning Inc |
| 1.26% | 1.35% | #5 | $2.0M | 114,023 | $1.9M | 107,754 | +6,269+5.82% | Add |
| NewEdge Wealth, LLC |
| 0.02% | 0.02% | #47 | $1.9M | 109,265 | $1.9M | 106,279 | +2,986+2.81% | Add |
| AE Wealth Management LLC |
| 0.01% | 0.01% | #72 | $1.9M | 108,628 | $2.3M | 134,010 | -25,382-18.94% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #94 | $1.8M | 102,010 | $1.8M | 102,947 | -937-0.91% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #98 | $1.7M | 97,487 | $1.7M | 96,186 | +1,301+1.35% | Add |
| Elequin Capital, LP |
| 0.05% | — | #34 | $1.7M | 97,300 | $0 | 0 | +97,300 | New Buy |
| Summit Financial, LLC |
| 0.02% | 0.08% | #50 | $1.7M | 94,076 | $6.5M | 373,730 | -279,654-74.83% | Reduce |
| Balance Wealth Partners LLC |
| 0.43% | 0.4% | #15 | $1.6M | 91,063 | $1.3M | 74,249 | +16,814+22.65% | Add |
| Tennessee Valley Asset Management Partners |
| 0.17% | 0.19% | #24 | $1.5M | 87,127 | $1.5M | 84,105 | +3,022+3.59% | Add |
| OGOREK ANTHONY JOSEPH /NY/ /ADV |
| 0.38% | 0.41% | #17 | $1.5M | 86,344 | $1.5M | 85,712 | +632+0.74% | Add |
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
| 0.02% | 0.02% | #49 | $1.5M | 85,610 | $1.7M | 96,785 | -11,175-11.55% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | — | #128 | $1.4M | 80,680 | $0 | 0 | +80,680 | New Buy |
| Envestnet Portfolio Solutions, Inc. |
| 0.01% | 0.01% | #80 | $1.4M | 79,300 | $1.6M | 93,515 | -14,215-15.20% | Reduce |
