| MORGAN STANLEY |
| <0.01% | <0.01% | #54 | $74.2M | 1.7M | $27.0M | 676,411 | +994,059+146.96% | Add |
| LPL Financial LLC |
| 0.02% | 0.01% | #34 | $68.8M | 1.6M | $51.3M | 1.2M | +340,300+28.13% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #35 | $53.0M | 1.2M | $47.4M | 1.1M | +74,554+6.67% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.01% | 0.01% | #44 | $42.5M | 957,401 | $38.4M | 907,122 | +50,279+5.54% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.02% | 0.02% | #32 | $42.2M | 955,944 | $33.6M | 817,498 | +138,446+16.94% | Add |
| Evensky & Katz LLC |
| 1.73% | 1.91% | #4 | $33.5M | 753,584 | $33.7M | 794,282 | -40,698-5.12% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #47 | $25.0M | 563,783 | $23.8M | 561,168 | +2,615+0.47% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #61 | $24.1M | 542,152 | $28.5M | 673,397 | -131,245-19.49% | Reduce |
| Spectrum Wealth Advisory Group, LLC |
| 5.4% | 4.41% | #1 | $19.0M | 426,864 | $11.9M | 279,863 | +147,001+52.53% | Add |
| Simplicity Wealth,LLC |
| 0.54% | 0.76% | #7 | $16.1M | 361,672 | $13.4M | 316,683 | +44,989+14.21% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #57 | $15.4M | 346,923 | $13.1M | 310,930 | +35,993+11.58% | Add |
| Magnus Financial Group LLC |
| 1.05% | 1.13% | #5 | $14.9M | 335,278 | $14.0M | 329,651 | +5,627+1.71% | Add |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.02% | 0.02% | #30 | $11.1M | 250,308 | $10.3M | 242,018 | +8,290+3.43% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #64 | $9.3M | 208,409 | $8.5M | 200,313 | +8,096+4.04% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #39 | $9.1M | 204,808 | $6.5M | 154,267 | +50,541+32.76% | Add |
| MCF Advisors LLC |
| 0.28% | — | #11 | $7.7M | 174,250 | $0 | 0 | +174,250 | New Buy |
| Cetera Investment Advisers |
| 0.01% | <0.01% | #50 | $5.7M | 127,351 | $3.3M | 78,529 | +48,822+62.17% | Add |
| CoreCap Advisors, LLC |
| 0.16% | 0.17% | #12 | $5.4M | 122,644 | $5.0M | 117,887 | +4,757+4.04% | Add |
| FFG RETIREMENT ADVISORS LLC |
| 2.8% | 1.73% | #2 | $5.3M | 119,272 | $3.0M | 70,109 | +49,163+70.12% | Add |
| Merit Financial Group, LLC |
| 0.03% | 0.03% | #22 | $4.7M | 105,262 | $4.6M | 108,032 | -2,770-2.56% | Reduce |
| Orion Porfolio Solutions, LLC |
| 0.03% | 0.04% | #20 | $4.4M | 99,405 | $4.3M | 101,130 | -1,725-1.71% | Reduce |
| Cooper Financial Group |
| 0.29% | 0.32% | #9 | $3.5M | 79,529 | $3.1M | 73,698 | +5,831+7.91% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #76 | $3.5M | 79,523 | $3.5M | 81,774 | -2,251-2.75% | Reduce |
| CITIGROUP INC |
| <0.01% | — | #67 | $3.5M | 78,589 | $0 | 0 | +78,589 | New Buy |
| Integrated Wealth Concepts LLC |
| 0.02% | 0.01% | #31 | $3.5M | 78,388 | $1.3M | 30,796 | +47,592+154.54% | Add |
| IAMS WEALTH MANAGEMENT, LLC |
| 0.87% | 0.86% | #6 | $2.9M | 65,413 | $2.5M | 58,389 | +7,024+12.03% | Add |
| NATIXIS ADVISORS, LLC |
| <0.01% | <0.01% | #58 | $2.3M | 52,162 | $1.7M | 39,296 | +12,866+32.74% | Add |
| Sanctuary Advisors, LLC |
| 0.01% | <0.01% | #40 | $2.3M | 51,398 | $914,266 | 21,578 | +29,820+138.20% | Add |
| D.A. DAVIDSON & CO. |
| 0.01% | 0.01% | #38 | $2.1M | 47,049 | $2.0M | 46,140 | +909+1.97% | Add |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #45 | $2.1M | 46,679 | $1.9M | 43,783 | +2,896+6.61% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #79 | $1.7M | 38,520 | $3.1M | 72,549 | -34,029-46.90% | Reduce |
| Providence First Trust Co |
| 0.47% | — | #8 | $1.7M | 37,591 | $0 | 0 | +37,591 | New Buy |
| Advisory Services Network, LLC |
| 0.02% | 0.02% | #29 | $1.7M | 37,196 | $1.6M | 37,452 | -256-0.68% | Reduce |
| Northwest Financial Advisors |
| 2.51% | 2.46% | #3 | $1.3M | 30,027 | $1.3M | 30,027 | 00.00% | Unchanged |
| Beacon Pointe Advisors, LLC |
| 0.01% | — | #48 | $1.2M | 27,285 | $0 | 0 | +27,285 | New Buy |
| Envestnet Portfolio Solutions, Inc. |
| 0.01% | 0.01% | #51 | $1.1M | 24,007 | $928,545 | 21,915 | +2,092+9.55% | Add |
| Keystone Financial Group |
| 0.05% | 0.06% | #18 | $902,296 | 20,317 | $871,471 | 20,568 | -251-1.22% | Reduce |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | <0.01% | #68 | $898,681 | 20,236 | $930,536 | 21,962 | -1,726-7.86% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | 0.01% | #62 | $891,951 | 19,959 | $2.3M | 53,980 | -34,021-63.03% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #70 | $840,731 | 18,927 | $2.4M | 57,699 | -38,772-67.20% | Reduce |
| SigFig Wealth Management, LLC |
| 0.02% | 0.02% | #25 | $839,205 | 18,933 | $803,763 | 18,970 | -37-0.20% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #80 | $830,378 | 18,698 | $2.2M | 52,695 | -33,997-64.52% | Reduce |
| Advisory Solutions Group, LLC |
| 0.28% | — | #10 | $823,727 | 18,548 | $0 | 0 | +18,548 | New Buy |
| Stratos Wealth Partners, LTD. |
| 0.01% | 0.01% | #42 | $764,962 | 17,225 | $709,660 | 16,749 | +476+2.84% | Add |
| Capital Advisors, Ltd. LLC |
| 0.08% | 0.08% | #17 | $753,194 | 16,960 | $719,000 | 16,960 | 00.00% | Unchanged |
| Cornerstone Wealth Management, LLC |
| 0.03% | 0.04% | #21 | $753,194 | 16,960 | $739,786 | 17,460 | -500-2.86% | Reduce |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #69 | $719,355 | 16,198 | $86,872 | 2,050 | +14,148+690.15% | Add |
| Private Advisor Group, LLC |
| <0.01% | <0.01% | #56 | $697,391 | 15,703 | $771,506 | 18,209 | -2,506-13.76% | Reduce |
| LexAurum Advisors, LLC |
| 0.08% | 0.08% | #16 | $683,985 | 15,402 | $651,947 | 15,387 | +15+0.10% | Add |
| FLOW TRADERS U.S. LLC |
| 0.02% | 0.03% | #23 | $548,730 | 12,356 | $1.1M | 25,336 | -12,980-51.23% | Reduce |
