| ALLIANCEBERNSTEIN L.P. |
| 0.06% | 0.05% | #26 | $168.8M | 4.8M | $164.1M | 4.6M | +184,882+4.05% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #59 | $63.3M | 1.8M | $52.6M | 1.5M | +293,162+19.81% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #60 | $59.5M | 1.7M | $39.4M | 1.1M | +574,889+52.71% | Add |
| UBS Group AG |
| 0.01% | 0.01% | #49 | $58.7M | 1.6M | $52.9M | 1.5M | +154,371+10.37% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #40 | $47.9M | 1.3M | $46.4M | 1.3M | +36,438+2.79% | Add |
| Wagner Wealth Management, LLC |
| 8.22% | 8.88% | #1 | $44.4M | 1.2M | $44.0M | 1.2M | +5,364+0.43% | Add |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #54 | $42.3M | 1.2M | $53.1M | 1.5M | -311,114-20.80% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #41 | $39.2M | 1.1M | $20.5M | 576,881 | +520,457+90.22% | Add |
| NewEdge Advisors, LLC |
| 0.1% | 0.12% | #22 | $34.2M | 957,335 | $33.2M | 936,009 | +21,326+2.28% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.02% | 0.02% | #37 | $28.9M | 810,059 | $25.9M | 728,880 | +81,179+11.14% | Add |
| OSAIC HOLDINGS, INC. |
| 0.02% | 0.03% | #33 | $17.6M | 491,963 | $18.8M | 530,237 | -38,274-7.22% | Reduce |
| Huntleigh Advisors, Inc. |
| 1.86% | 2.26% | #6 | $13.3M | 372,347 | $13.2M | 372,623 | -276-0.07% | Reduce |
| Solano Wealth Investment Advisors LLC |
| 5.88% | 7.42% | #2 | $12.9M | 361,666 | $14.9M | 419,317 | -57,651-13.75% | Reduce |
| FOCUSED ALPHA, LLC |
| 2.66% | 1.74% | #4 | $10.4M | 290,618 | $5.6M | 158,612 | +132,006+83.23% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.15% | 0.21% | #19 | $9.3M | 259,476 | $11.4M | 320,820 | -61,344-19.12% | Reduce |
| Next Level Private LLC |
| 1.78% | 1.92% | #7 | $9.1M | 254,563 | $8.5M | 238,836 | +15,727+6.58% | Add |
| Cerity Partners LLC |
| 0.01% | 0.01% | #44 | $8.6M | 239,517 | $9.8M | 276,305 | -36,788-13.31% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #43 | $8.2M | 229,630 | $8.0M | 226,112 | +3,518+1.56% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #57 | $5.9M | 166,286 | $5.1M | 142,617 | +23,669+16.60% | Add |
| TRUIST FINANCIAL CORP |
| 0.01% | 0.01% | #51 | $5.7M | 159,483 | $5.1M | 142,823 | +16,660+11.66% | Add |
| MGO ONE SEVEN LLC |
| 0.08% | 0.1% | #23 | $4.9M | 137,527 | $5.1M | 142,337 | -4,810-3.38% | Reduce |
| RMR Capital Management, LLC |
| 3.04% | 2.9% | #3 | $4.4M | 123,615 | $4.0M | 113,177 | +10,438+9.22% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #71 | $4.3M | 121,524 | $4.3M | 121,404 | +120+0.10% | Add |
| SageGuard Financial Group, LLC |
| 0.61% | — | #8 | $4.3M | 121,014 | $0 | 0 | +121,014 | New Buy |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | 0.02% | #53 | $3.8M | 107,577 | $9.5M | 267,488 | -159,911-59.78% | Reduce |
| Stonebridge Financial Group, LLC / MO |
| 2.41% | 3% | #5 | $3.6M | 101,721 | $3.6M | 100,341 | +1,380+1.38% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #74 | $3.3M | 93,166 | $2.3M | 65,154 | +28,012+42.99% | Add |
| KPP Advisory Services LLC |
| 0.39% | 0.47% | #11 | $3.1M | 85,891 | $3.2M | 91,078 | -5,187-5.70% | Reduce |
| Advisory Resource Group |
| 0.42% | — | #10 | $2.8M | 78,415 | $0 | 0 | +78,415 | New Buy |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #76 | $2.7M | 76,628 | $4.2M | 116,946 | -40,318-34.48% | Reduce |
| Arkadios Wealth Advisors |
| 0.04% | 0.75% | #27 | $2.6M | 73,641 | $46.2M | 1.3M | -1.2M-94.34% | Reduce |
| Private Advisor Group, LLC |
| 0.01% | 0.01% | #39 | $2.5M | 71,366 | $2.6M | 72,390 | -1,024-1.41% | Reduce |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #64 | $2.5M | 69,969 | $2.7M | 76,663 | -6,694-8.73% | Reduce |
| Vise Technologies, Inc. |
| 0.03% | — | #31 | $2.4M | 67,927 | $0 | 0 | +67,927 | New Buy |
| EverSource Wealth Advisors, LLC |
| 0.07% | 0.05% | #25 | $2.0M | 57,057 | $1.6M | 43,960 | +13,097+29.79% | Add |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #61 | $1.9M | 52,926 | $1.9M | 53,648 | -722-1.35% | Reduce |
| Stratos Wealth Partners, LTD. |
| 0.02% | 0.02% | #35 | $1.8M | 50,677 | $1.6M | 45,557 | +5,120+11.24% | Add |
| Capital Investment Advisory Services, LLC |
| 0.11% | 0.13% | #21 | $1.7M | 48,426 | $1.8M | 49,352 | -926-1.88% | Reduce |
| FIFTH THIRD BANCORP |
| <0.01% | <0.01% | #63 | $1.6M | 45,290 | $1.6M | 44,946 | +344+0.77% | Add |
| Advisory Services Network, LLC |
| 0.02% | 0.01% | #36 | $1.5M | 42,047 | $1.1M | 31,277 | +10,770+34.43% | Add |
| Integrated Wealth Concepts LLC |
| 0.01% | 0.01% | #50 | $1.5M | 41,385 | $833,547 | 23,467 | +17,918+76.35% | Add |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #58 | $1.3M | 37,640 | $1.2M | 33,967 | +3,673+10.81% | Add |
| Farther Finance Advisors, LLC |
| 0.01% | 0.01% | #42 | $1.3M | 37,104 | $1.3M | 37,090 | +14+0.04% | Add |
| MAGNOLIA CAPITAL ADVISORS LLC |
| 0.21% | 0.27% | #16 | $1.2M | 34,108 | $1.4M | 39,066 | -4,958-12.69% | Reduce |
| WEDBUSH SECURITIES INC |
| 0.03% | 0.03% | #30 | $1.2M | 32,992 | $1.2M | 33,550 | -558-1.66% | Reduce |
| FLAGSHIP HARBOR ADVISORS, LLC |
| 0.03% | 0.05% | #29 | $889,792 | 24,914 | $1.0M | 29,219 | -4,305-14.73% | Reduce |
| TME FINANCIAL, INC. |
| 0.53% | 0.54% | #9 | $866,292 | 24,256 | $786,210 | 22,134 | +2,122+9.59% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #66 | $844,695 | 23,651 | $839,000 | 23,616 | +35+0.15% | Add |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #69 | $768,581 | 21,520 | $688,125 | 19,373 | +2,147+11.08% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #78 | $715,441 | 20,032 | $723,400 | 20,366 | -334-1.64% | Reduce |
