| MORGAN STANLEY |
| 0.01% | <0.01% | #29 | $262.4M | 5.2M | $26.9M | 526,642 | +4.7M+886.61% | Add |
| LPL Financial LLC |
| 0.02% | 0.02% | #24 | $103.9M | 2.1M | $81.0M | 1.6M | +460,026+28.80% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.03% | 0.02% | #22 | $98.7M | 2.0M | $66.5M | 1.3M | +642,502+49.00% | Add |
| Neuberger Berman Group LLC |
| 0.06% | 0.07% | #19 | $95.6M | 1.9M | $96.3M | 1.9M | -6,415-0.34% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | <0.01% | #39 | $88.0M | 1.7M | $60.1M | 1.2M | +557,224+46.99% | Add |
| Integrated Wealth Concepts LLC |
| 0.17% | 0.16% | #11 | $35.3M | 699,145 | $19.7M | 387,897 | +311,248+80.24% | Add |
| Francis Financial, Inc. |
| 4.08% | 4.22% | #1 | $24.9M | 493,314 | $22.8M | 449,307 | +44,007+9.79% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | — | #44 | $22.5M | 449,669 | $0 | 0 | +449,669 | New Buy |
| UBS Group AG |
| <0.01% | <0.01% | #53 | $16.1M | 318,934 | $16.0M | 316,045 | +2,889+0.91% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.02% | 0.03% | #23 | $15.1M | 298,048 | $15.2M | 299,867 | -1,819-0.61% | Reduce |
| Round Rock Advisors LLC |
| 1.68% | 1.93% | #4 | $13.0M | 257,509 | $12.6M | 248,191 | +9,318+3.75% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.02% | #28 | $12.8M | 252,485 | $11.2M | 220,184 | +32,301+14.67% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #57 | $9.4M | 186,121 | $4.4M | 86,938 | +99,183+114.08% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #35 | $7.3M | 144,714 | $5.9M | 116,987 | +27,727+23.70% | Add |
| Convergence Financial, LLC |
| 0.54% | — | #5 | $6.8M | 135,405 | $0 | 0 | +135,405 | New Buy |
| Main Street Financial Solutions, LLC |
| 0.4% | — | #6 | $6.5M | 128,621 | $0 | 0 | +128,621 | New Buy |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #47 | $6.4M | 126,218 | $2.7M | 52,979 | +73,239+138.24% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #31 | $5.3M | 103,994 | $5.3M | 105,138 | -1,144-1.09% | Reduce |
| ROBINSON SMITH WEALTH ADVISORS LLC |
| 3.13% | 3.8% | #2 | $5.2M | 103,592 | $5.6M | 110,652 | -7,060-6.38% | Reduce |
| YHB Investment Advisors, Inc. |
| 0.29% | 0.29% | #9 | $4.5M | 89,929 | $4.0M | 79,201 | +10,728+13.55% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #59 | $4.3M | 84,807 | $6.5M | 127,924 | -43,117-33.71% | Reduce |
| J.W. COLE ADVISORS, INC. |
| 0.07% | — | #16 | $4.2M | 83,024 | $0 | 0 | +83,024 | New Buy |
| HighPoint Advisor Group LLC |
| 0.14% | 0.17% | #13 | $4.0M | 78,269 | $4.1M | 79,254 | -985-1.24% | Reduce |
| Steward Partners Investment Advisory, LLC |
| 0.02% | 0.04% | #26 | $3.9M | 76,297 | $7.1M | 140,907 | -64,610-45.85% | Reduce |
| NewEdge Advisors, LLC |
| 0.01% | 0.01% | #34 | $3.7M | 72,279 | $3.2M | 63,666 | +8,613+13.53% | Add |
| Mutual Advisors, LLC |
| 0.06% | 0.06% | #20 | $3.1M | 60,608 | $2.9M | 56,885 | +3,723+6.54% | Add |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #48 | $2.6M | 51,698 | $2.8M | 56,118 | -4,420-7.88% | Reduce |
| Rubicon Advisors, GP |
| 1.75% | 5.26% | #3 | $2.4M | 47,512 | $6.0M | 119,095 | -71,583-60.11% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #63 | $2.2M | 44,540 | $0 | 0 | +44,540 | New Buy |
| Gotham Asset Management, LLC |
| <0.01% | 0.01% | #42 | $2.0M | 39,338 | $2.0M | 39,338 | 00.00% | Unchanged |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #54 | $1.9M | 36,973 | $2.0M | 38,682 | -1,709-4.42% | Reduce |
| MANCHESTER FINANCIAL INC |
| 0.3% | 0.34% | #8 | $1.7M | 33,627 | $1.8M | 35,250 | -1,623-4.60% | Reduce |
| Private Advisor Group, LLC |
| 0.01% | 0.01% | #36 | $1.7M | 32,876 | $2.7M | 53,308 | -20,432-38.33% | Reduce |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #46 | $1.5M | 29,999 | $1.7M | 33,289 | -3,290-9.88% | Reduce |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #51 | $1.4M | 28,648 | $491,129 | 9,685 | +18,963+195.80% | Add |
| Kestra Advisory Services, LLC |
| <0.01% | 0.01% | #43 | $1.4M | 28,228 | $1.9M | 37,745 | -9,517-25.21% | Reduce |
| Sanctuary Advisors, LLC |
| 0.01% | 0.01% | #40 | $1.2M | 23,603 | $964,860 | 19,027 | +4,576+24.05% | Add |
| Quantinno Capital Management LP |
| <0.01% | — | #55 | $1.1M | 22,742 | $0 | 0 | +22,742 | New Buy |
| Triumph Capital Management |
| 0.18% | 0.18% | #10 | $1.0M | 20,148 | $860,904 | 16,977 | +3,171+18.68% | Add |
| WETZEL INVESTMENT ADVISORS, INC. |
| 0.34% | 0.52% | #7 | $984,059 | 19,484 | $1.3M | 25,565 | -6,081-23.79% | Reduce |
| Harvest Investment Services, LLC |
| 0.15% | 0.06% | #12 | $959,816 | 19,004 | $348,530 | 6,873 | +12,131+176.50% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.01% | 0.02% | #30 | $846,678 | 16,764 | $978,320 | 19,292 | -2,528-13.10% | Reduce |
| Clearstead Trust, LLC |
| 0.11% | 0.1% | #15 | $833,552 | 16,504 | $587,222 | 11,580 | +4,924+42.52% | Add |
| HRT FINANCIAL LP |
| <0.01% | — | #56 | $684,407 | 13,551 | $0 | 0 | +13,551 | New Buy |
| Claro Advisors Inc. |
| 0.07% | 0.08% | #17 | $681,673 | 13,497 | $680,090 | 13,411 | +86+0.64% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #58 | $646,347 | 12,797 | $459,021 | 9,052 | +3,745+41.37% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #64 | $636,377 | 12,600 | $461,258 | 9,096 | +3,504+38.52% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #60 | $631,123 | 12,496 | $9,888 | 195 | +12,301+6,308.21% | Add |
| Kraft, Davis & Associates, LLC |
| 0.12% | 0.07% | #14 | $575,070 | 11,387 | $325,364 | 6,411 | +4,976+77.62% | Add |
| KINGSWOOD WEALTH ADVISORS, LLC |
| 0.02% | 0.05% | #25 | $561,519 | 11,118 | $1.1M | 21,180 | -10,062-47.51% | Reduce |
