| LOOMIS SAYLES & CO L P |
| 0.43% | 0.4% | #3 | $340.7M | 8.1M | $294.9M | 7.5M | +600,490+8.02% | Add |
| LPL Financial LLC |
| 0.02% | 0.02% | #19 | $98.2M | 2.3M | $87.8M | 2.2M | +102,473+4.60% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.02% | 0.02% | #18 | $90.0M | 2.1M | $74.6M | 1.9M | +241,083+12.72% | Add |
| Cerity Partners LLC |
| 0.07% | 0.06% | #12 | $61.6M | 1.5M | $45.1M | 1.1M | +315,304+27.52% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.36% | 0.4% | #4 | $38.2M | 905,571 | $35.7M | 906,908 | -1,337-0.15% | Reduce |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #29 | $23.4M | 554,280 | $18.6M | 472,012 | +82,268+17.43% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #31 | $17.4M | 412,285 | $16.2M | 412,285 | 00.00% | Unchanged |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #42 | $13.3M | 315,461 | $7.8M | 198,208 | +117,253+59.16% | Add |
| IHT Wealth Management, LLC |
| 0.25% | 0.25% | #7 | $11.8M | 281,075 | $10.8M | 274,551 | +6,524+2.38% | Add |
| MAI Capital Management |
| 0.04% | 0.05% | #17 | $10.2M | 243,189 | $9.5M | 241,826 | +1,363+0.56% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #34 | $9.5M | 226,245 | $8.5M | 215,804 | +10,441+4.84% | Add |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
| <0.01% | <0.01% | #36 | $9.5M | 225,991 | $8.9M | 225,991 | 00.00% | Unchanged |
| Baird Financial Group, Inc. |
| 0.01% | <0.01% | #20 | $8.6M | 205,315 | $1.1M | 27,803 | +177,512+638.46% | Add |
| Greater Midwest Financial Group, LLC |
| 3.8% | 7.39% | #2 | $7.6M | 180,929 | $13.8M | 349,125 | -168,196-48.18% | Reduce |
| Clifford Group, LLC |
| 4.45% | 5.15% | #1 | $6.4M | 152,854 | $6.7M | 169,796 | -16,942-9.98% | Reduce |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #23 | $5.0M | 119,798 | $4.3M | 109,428 | +10,370+9.48% | Add |
| PNC FINANCIAL SERVICES GROUP, INC. |
| <0.01% | <0.01% | #33 | $4.7M | 111,238 | $3.9M | 98,879 | +12,359+12.50% | Add |
| Golden State Wealth Management, LLC |
| 0.34% | — | #5 | $3.7M | 87,435 | $0 | 0 | +87,435 | New Buy |
| Apollon Wealth Management, LLC |
| 0.04% | 0.05% | #16 | $3.4M | 81,125 | $3.2M | 81,489 | -364-0.45% | Reduce |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
| 0.07% | 0.07% | #14 | $1.5M | 35,303 | $1.4M | 34,783 | +520+1.49% | Add |
| Atlanta Consulting Group Advisors, LLC |
| 0.2% | 0.22% | #8 | $1.3M | 29,855 | $1.0M | 26,374 | +3,481+13.20% | Add |
| Stratos Wealth Partners, LTD. |
| 0.01% | 0.01% | #21 | $1.1M | 27,241 | $1.1M | 27,275 | -34-0.12% | Reduce |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #28 | $946,495 | 22,466 | $0 | 0 | +22,466 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #41 | $770,209 | 18,282 | $39,467 | 1,002 | +17,280+1,724.55% | Add |
| Global Retirement Partners, LLC |
| 0.01% | — | #22 | $678,082 | 16,095 | $0 | 0 | +16,095 | New Buy |
| CITADEL ADVISORS LLC |
| <0.01% | — | #51 | $622,386 | 14,773 | $0 | 0 | +14,773 | New Buy |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #43 | $603,597 | 14,327 | $581,160 | 14,754 | -427-2.89% | Reduce |
| Janney Montgomery Scott LLC |
| <0.01% | — | #39 | $576,591 | 13,686 | $0 | 0 | +13,686 | New Buy |
| &PARTNERS |
| <0.01% | — | #35 | $512,385 | 12,157 | $0 | 0 | +12,157 | New Buy |
| Third View Private Wealth, LLC |
| 0.06% | 0.06% | #15 | $483,695 | 11,481 | $435,693 | 11,061 | +420+3.80% | Add |
| DRIVE WEALTH MANAGEMENT, LLC |
| 0.08% | 0.07% | #11 | $449,063 | 10,659 | $353,368 | 8,971 | +1,688+18.82% | Add |
| Resurgent Financial Advisors LLC |
| 0.1% | 0.12% | #10 | $356,673 | 8,466 | $344,820 | 8,754 | -288-3.29% | Reduce |
| TrustWell Financial Advisors, LLC |
| 0.28% | — | #6 | $333,417 | 7,914 | $0 | 0 | +7,914 | New Buy |
| DAVENPORT & Co LLC |
| <0.01% | <0.01% | #38 | $314,290 | 7,460 | $388,188 | 9,855 | -2,395-24.30% | Reduce |
| LEVEL FOUR ADVISORY SERVICES, LLC |
| 0.01% | 0.01% | #25 | $307,507 | 7,299 | $323,195 | 8,205 | -906-11.04% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #45 | $296,930 | 7,048 | $323,040 | 8,201 | -1,153-14.06% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #53 | $266,725 | 6,331 | $0 | 0 | +6,331 | New Buy |
| AVAII WEALTH MANAGEMENT, LLC |
| 0.07% | 0.08% | #13 | $251,011 | 5,958 | $239,294 | 6,075 | -117-1.93% | Reduce |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #55 | $243,511 | 5,780 | $1.0M | 26,027 | -20,247-77.79% | Reduce |
| Callan Family Office, LLC |
| <0.01% | — | #27 | $243,006 | 5,768 | $0 | 0 | +5,768 | New Buy |
| Private Advisor Group, LLC |
| <0.01% | — | #40 | $236,729 | 5,619 | $0 | 0 | +5,619 | New Buy |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC |
| 0.11% | 0.13% | #9 | $235,085 | 5,580 | $222,908 | 5,659 | -79-1.40% | Reduce |
| FLAGSHIP HARBOR ADVISORS, LLC |
| 0.01% | 0.01% | #24 | $228,556 | 5,425 | $255,641 | 6,490 | -1,065-16.41% | Reduce |
| HighTower Advisors, LLC |
| <0.01% | — | #46 | $227,348 | 5,396 | $0 | 0 | +5,396 | New Buy |
| Perigon Wealth Management, LLC |
| <0.01% | — | #32 | $222,573 | 5,283 | $0 | 0 | +5,283 | New Buy |
| MGO ONE SEVEN LLC |
| <0.01% | 0.01% | #30 | $214,863 | 5,100 | $388,701 | 9,868 | -4,768-48.32% | Reduce |
| UBS Group AG |
| <0.01% | — | #56 | $155,587 | 3,693 | $0 | 0 | +3,693 | New Buy |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #48 | $84,260 | 2,000 | $78,780 | 2,000 | 00.00% | Unchanged |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #49 | $38,338 | 910 | $35,844 | 910 | 00.00% | Unchanged |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #47 | $34,336 | 815 | $27,573 | 700 | +115+16.43% | Add |
