| MORGAN STANLEY |
| 0.02% | 0.01% | #42 | $389.3M | 5.7M | $186.1M | 2.7M | +3.0M+112.67% | Add |
| VICTORY CAPITAL MANAGEMENT INC |
| 0.02% | — | #40 | $37.5M | 547,708 | $0 | 0 | +547,708 | New Buy |
| Amicus Financial Advisors, LLC |
| 7.91% | 8.56% | #3 | $32.2M | 469,953 | $31.1M | 454,660 | +15,293+3.36% | Add |
| Betterment LLC |
| 0.05% | 0.05% | #35 | $28.0M | 408,910 | $25.4M | 371,918 | +36,992+9.95% | Add |
| Aurelius Family Office LLC |
| 10.14% | 10.57% | #1 | $25.7M | 375,706 | $24.3M | 355,695 | +20,011+5.63% | Add |
| Waverly Advisors, LLC |
| 0.14% | 0.18% | #19 | $24.3M | 354,661 | $24.2M | 353,548 | +1,113+0.31% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #77 | $23.3M | 340,318 | $22.1M | 323,829 | +16,489+5.09% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #59 | $18.9M | 275,549 | $17.0M | 248,453 | +27,096+10.91% | Add |
| Two West Capital Advisors LLC |
| 9.01% | 9.2% | #2 | $18.1M | 267,551 | $17.4M | 254,869 | +12,682+4.98% | Add |
| Applied Capital LLC |
| 5.46% | 5.61% | #5 | $16.9M | 247,229 | $15.0M | 219,720 | +27,509+12.52% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| 0.02% | 0.02% | #43 | $16.3M | 237,367 | $16.8M | 245,361 | -7,994-3.26% | Reduce |
| Beacon Pointe Advisors, LLC |
| 0.07% | 0.07% | #30 | $14.7M | 215,049 | $14.2M | 207,030 | +8,019+3.87% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #95 | $9.2M | 133,185 | $1.4M | 21,087 | +112,098+531.60% | Add |
| Stone Summit Wealth LLC |
| 2.23% | 2.36% | #8 | $8.8M | 128,126 | $8.5M | 123,961 | +4,165+3.36% | Add |
| E-Wealth Partners, LLC |
| 5.59% | 5.6% | #4 | $7.7M | 112,873 | $6.9M | 101,459 | +11,414+11.25% | Add |
| Mariner, LLC |
| 0.01% | 0.01% | #55 | $6.8M | 99,892 | $6.4M | 93,801 | +6,091+6.49% | Add |
| Alhambra Investment Management LLC |
| 2.6% | 2.17% | #7 | $6.0M | 87,061 | $4.7M | 68,811 | +18,250+26.52% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #85 | $5.7M | 83,314 | $5.7M | 82,823 | +491+0.59% | Add |
| Five Pine Wealth Management |
| 3.14% | 3.32% | #6 | $5.5M | 80,901 | $5.3M | 78,106 | +2,795+3.58% | Add |
| BlueCrest Capital Management Ltd |
| 0.15% | — | #17 | $4.5M | 65,002 | $0 | 0 | +65,002 | New Buy |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #87 | $4.4M | 63,734 | $6.5M | 95,751 | -32,017-33.44% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #67 | $4.2M | 61,777 | $223,847 | 3,275 | +58,502+1,786.32% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #84 | $3.9M | 56,746 | $4.4M | 64,347 | -7,601-11.81% | Reduce |
| Cogent Private Wealth, Inc. |
| 1.87% | 0.16% | #9 | $3.0M | 43,754 | $228,426 | 3,342 | +40,412+1,209.22% | Add |
| Professional Financial Advisors, LLC |
| 0.37% | 0.44% | #14 | $2.1M | 31,150 | $2.1M | 31,430 | -280-0.89% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #99 | $2.1M | 31,132 | $1.4M | 20,400 | +10,732+52.61% | Add |
| OneDigital Investment Advisors LLC |
| 0.02% | 0.02% | #46 | $1.9M | 27,395 | $1.6M | 24,041 | +3,354+13.95% | Add |
| Geometric Wealth Advisors |
| 0.17% | 0.19% | #16 | $1.5M | 22,440 | $1.5M | 22,251 | +189+0.85% | Add |
| Destiny Wealth Partners, LLC |
| 0.2% | 0.17% | #15 | $1.5M | 22,184 | $1.5M | 22,636 | -452-2.00% | Reduce |
| Bleakley Financial Group, LLC |
| 0.02% | 0.02% | #45 | $1.5M | 21,773 | $1.5M | 22,460 | -687-3.06% | Reduce |
| Inscription Capital, LLC |
| 0.1% | 0.12% | #26 | $1.1M | 16,717 | $1.2M | 16,999 | -282-1.66% | Reduce |
| Maridea Wealth Management LLC |
| 0.11% | 0.1% | #24 | $1.0M | 14,860 | $674,370 | 9,866 | +4,994+50.62% | Add |
| 17 CAPITAL PARTNERS, LLC |
| 0.45% | 0.4% | #11 | $990,327 | 14,451 | $768,664 | 11,246 | +3,205+28.50% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #109 | $944,069 | 13,776 | $333,070 | 4,873 | +8,903+182.70% | Add |
| RIK SAYLOR FINANCIAL, INC. |
| 0.54% | 0.64% | #10 | $819,816 | 11,963 | $836,866 | 12,244 | -281-2.30% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #100 | $793,163 | 11,574 | $649,759 | 9,506 | +2,068+21.75% | Add |
| CFS Investment Advisory Services, LLC |
| 0.05% | 0.03% | #36 | $693,730 | 10,172 | $451,209 | 6,563 | +3,609+54.99% | Add |
| Apella Capital, LLC |
| 0.01% | 0.02% | #53 | $661,098 | 9,730 | $1.2M | 17,812 | -8,082-45.37% | Reduce |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #92 | $656,346 | 9,577 | $595,951 | 8,719 | +858+9.84% | Add |
| Focus Partners Wealth |
| <0.01% | <0.01% | #89 | $626,138 | 9,136 | $619,160 | 9,058 | +78+0.86% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #86 | $607,170 | 8,860 | $601,010 | 8,793 | +67+0.76% | Add |
| Valmark Advisers, Inc. |
| 0.01% | 0.01% | #58 | $581,399 | 8,484 | $556,293 | 8,139 | +345+4.24% | Add |
| Clark Asset Management, LLC |
| 0.04% | — | #37 | $566,743 | 8,270 | $0 | 0 | +8,270 | New Buy |
| Avise Financial Cooperative, Inc. |
| 0.39% | — | #13 | $554,065 | 8,085 | $0 | 0 | +8,085 | New Buy |
| Perigon Wealth Management, LLC |
| 0.01% | 0.01% | #54 | $547,996 | 7,996 | $340,736 | 4,985 | +3,011+60.40% | Add |
| Kings Path Partners LLC |
| 0.14% | — | #18 | $539,742 | 7,876 | $0 | 0 | +7,876 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #90 | $530,247 | 7,737 | $591,484 | 8,654 | -917-10.60% | Reduce |
| ABLE Financial Group, LLC |
| 0.08% | — | #29 | $500,269 | 7,300 | $0 | 0 | +7,300 | New Buy |
| Ethos Financial Group, LLC |
| 0.03% | 0.03% | #38 | $484,633 | 7,171 | $458,218 | 6,704 | +467+6.97% | Add |
| Bedminster, LLC |
| 0.4% | 0.3% | #12 | $472,788 | 6,899 | $325,756 | 4,766 | +2,133+44.75% | Add |
