| MORGAN STANLEY |
| 0.01% | 0.01% | #149 | $101.7M | 830,683 | $108.9M | 992,566 | -161,883-16.31% | Reduce |
| LPL Financial LLC |
| 0.01% | 0.01% | #114 | $47.1M | 384,716 | $30.9M | 281,852 | +102,864+36.50% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #187 | $37.0M | 302,642 | $32.7M | 297,498 | +5,144+1.73% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.01% | 0.01% | #147 | $34.5M | 282,254 | $29.4M | 267,805 | +14,449+5.40% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #122 | $32.2M | 263,113 | $30.8M | 280,415 | -17,302-6.17% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #176 | $21.7M | 177,248 | $12.9M | 117,690 | +59,558+50.61% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #204 | $12.3M | 100,280 | $11.7M | 106,828 | -6,548-6.13% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #177 | $11.5M | 94,077 | $6.5M | 58,880 | +35,197+59.78% | Add |
| Prasad Wealth Partners, LLC |
| 2.47% | 0.09% | #2 | $10.3M | 83,752 | $325,478 | 2,965 | +80,787+2,724.69% | Add |
| PERRYMAN FINANCIAL ADVISORY INC /AD |
| 1.21% | 1.2% | #5 | $9.1M | 74,544 | $8.0M | 72,811 | +1,733+2.38% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #130 | $8.8M | 71,952 | $6.8M | 62,310 | +9,642+15.47% | Add |
| Janney Montgomery Scott LLC |
| 0.02% | 0.02% | #99 | $8.3M | 68,182 | $7.1M | 64,990 | +3,192+4.91% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.02% | 0.01% | #94 | $8.0M | 65,562 | $5.4M | 49,347 | +16,215+32.86% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #203 | $7.7M | 62,495 | $8.6M | 78,075 | -15,580-19.96% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #120 | $7.5M | 61,079 | $7.6M | 69,164 | -8,085-11.69% | Reduce |
| HighTower Advisors, LLC |
| 0.01% | 0.01% | #139 | $6.6M | 54,198 | $5.0M | 45,529 | +8,669+19.04% | Add |
| PGIM Custom Harvest LLC |
| 0.08% | 0.09% | #53 | $6.1M | 50,233 | $6.0M | 54,342 | -4,109-7.56% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #145 | $4.9M | 40,350 | $4.3M | 39,435 | +915+2.32% | Add |
| Paller Financial Services Inc |
| 3.02% | 3.37% | #1 | $4.0M | 32,992 | $4.1M | 37,105 | -4,113-11.08% | Reduce |
| KINGSWOOD WEALTH ADVISORS, LLC |
| 0.16% | 0.17% | #28 | $4.0M | 32,919 | $3.5M | 32,164 | +755+2.35% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #209 | $4.0M | 32,599 | $3.8M | 34,993 | -2,394-6.84% | Reduce |
| Baird Financial Group, Inc. |
| 0.01% | 0.01% | #152 | $3.8M | 31,210 | $3.5M | 32,128 | -918-2.86% | Reduce |
| Waverly Advisors, LLC |
| 0.02% | 0.02% | #86 | $3.7M | 30,159 | $3.2M | 28,836 | +1,323+4.59% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #174 | $3.3M | 27,258 | $3.1M | 28,346 | -1,088-3.84% | Reduce |
| Geneos Wealth Management Inc. |
| 0.07% | 0.02% | #57 | $3.3M | 26,754 | $975,197 | 8,884 | +17,870+201.15% | Add |
| PCG Wealth Advisors, LLC |
| 0.71% | 0.38% | #8 | $3.2M | 25,948 | $1.5M | 13,735 | +12,213+88.92% | Add |
| ASSETMARK, INC |
| 0.01% | <0.01% | #153 | $3.0M | 24,809 | $1.9M | 16,897 | +7,912+46.82% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #232 | $2.9M | 23,321 | $2.4M | 22,502 | +819+3.64% | Add |
| Corient Private Wealth LLC |
| <0.01% | <0.01% | #189 | $2.8M | 23,159 | $553,012 | 23,922 | -763-3.19% | Reduce |
| Steward Partners Investment Advisory, LLC |
| 0.01% | 0.01% | #106 | $2.5M | 20,470 | $2.3M | 20,618 | -148-0.72% | Reduce |
| Farther Finance Advisors, LLC |
| 0.02% | 0.02% | #92 | $2.5M | 20,039 | $2.3M | 21,153 | -1,114-5.27% | Reduce |
| Private Advisor Group, LLC |
| 0.01% | 0.01% | #112 | $2.4M | 19,924 | $2.1M | 19,117 | +807+4.22% | Add |
| ABLE Financial Group, LLC |
| 0.41% | — | #12 | $2.4M | 19,911 | $0 | 0 | +19,911 | New Buy |
| Financial Advisory Corp |
| 0.31% | 0.29% | #16 | $2.3M | 18,978 | $2.1M | 18,971 | +7+0.04% | Add |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #179 | $2.2M | 18,182 | $2.2M | 19,654 | -1,472-7.49% | Reduce |
| Mutual Advisors, LLC |
| 0.04% | 0.02% | #70 | $2.0M | 16,547 | $787,638 | 7,175 | +9,372+130.62% | Add |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #142 | $1.9M | 15,860 | $2.0M | 18,466 | -2,606-14.11% | Reduce |
| SFI Advisors, LLC |
| 1.65% | 1.84% | #3 | $1.9M | 15,592 | $1.7M | 15,941 | -349-2.19% | Reduce |
| Holistic Financial Partners |
| 1.14% | 0.92% | #6 | $1.9M | 15,279 | $2.5M | 22,609 | -7,330-32.42% | Reduce |
| Security Financial Services, INC. |
| 0.26% | 0.26% | #17 | $1.8M | 15,079 | $1.7M | 15,079 | 00.00% | Unchanged |
| Sanctuary Advisors, LLC |
| 0.01% | 0.01% | #129 | $1.8M | 14,363 | $1.4M | 12,838 | +1,525+11.88% | Add |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 0.02% | — | #97 | $1.7M | 14,014 | $0 | 0 | +14,014 | New Buy |
| Prosperity Consulting Group, LLC |
| 0.06% | 0.07% | #58 | $1.7M | 13,806 | $1.6M | 14,305 | -499-3.49% | Reduce |
| Quantinno Capital Management LP |
| <0.01% | <0.01% | #193 | $1.6M | 13,041 | $1.5M | 13,258 | -217-1.64% | Reduce |
| Prospera Financial Services Inc |
| 0.02% | 0.02% | #83 | $1.5M | 12,635 | $1.5M | 13,259 | -624-4.71% | Reduce |
| Golden State Wealth Management, LLC |
| 0.14% | 0.15% | #33 | $1.5M | 12,115 | $1.3M | 12,251 | -136-1.11% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #238 | $1.4M | 11,700 | $2.7M | 24,339 | -12,639-51.93% | Reduce |
| MAI Capital Management |
| 0.01% | <0.01% | #150 | $1.4M | 11,577 | $682,583 | 6,218 | +5,359+86.19% | Add |
| IFP Advisors, Inc |
| 0.03% | 0.02% | #79 | $1.4M | 11,553 | $834,472 | 7,602 | +3,951+51.97% | Add |
| Morey & Quinn Wealth Partners, LLC |
| 0.87% | 0.89% | #7 | $1.4M | 11,104 | $1.3M | 11,458 | -354-3.09% | Reduce |
