| NorthRock Partners, LLC |
| 1.19% | 1.21% | #6 | $81.8M | 1.2M | $75.3M | 1.3M | -61,372-4.82% | Reduce |
| Hartford Funds Management Co LLC |
| 4.32% | 4.44% | #1 | $54.0M | 801,483 | $51.1M | 866,177 | -64,694-7.47% | Reduce |
| LPL Financial LLC |
| 0.01% | 0.01% | #29 | $52.3M | 775,856 | $42.8M | 724,779 | +51,077+7.05% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #45 | $35.3M | 524,259 | $28.8M | 501,211 | +23,048+4.60% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #32 | $30.6M | 453,416 | $20.1M | 341,012 | +112,404+32.96% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #38 | $19.4M | 287,292 | $17.9M | 301,870 | -14,578-4.83% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| 0.01% | <0.01% | #35 | $17.5M | 263,718 | $9.6M | 164,457 | +99,261+60.36% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #54 | $13.8M | 204,467 | $11.7M | 197,415 | +7,052+3.57% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #46 | $12.3M | 182,951 | $10.7M | 181,332 | +1,619+0.89% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #47 | $10.9M | 161,990 | $4.6M | 78,495 | +83,495+106.37% | Add |
| Western Wealth Management, LLC |
| 0.34% | 0.34% | #9 | $10.3M | 152,422 | $8.9M | 150,426 | +1,996+1.33% | Add |
| Fermata Advisors, LLC |
| 1.67% | 1.66% | #3 | $8.3M | 122,530 | $7.4M | 124,610 | -2,080-1.67% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #53 | $7.5M | 111,703 | $3.3M | 55,507 | +56,196+101.24% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #36 | $7.1M | 105,346 | $5.9M | 99,961 | +5,385+5.39% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #31 | $6.8M | 101,057 | $5.2M | 87,438 | +13,619+15.58% | Add |
| Marshall Financial Group, LLC |
| 0.84% | 0.8% | #7 | $5.8M | 85,786 | $5.0M | 84,511 | +1,275+1.51% | Add |
| Rockefeller Capital Management L.P. |
| 0.01% | 0.01% | #33 | $5.4M | 79,934 | $4.2M | 71,055 | +8,879+12.50% | Add |
| Kingsview Wealth Management, LLC |
| 0.08% | 0.14% | #15 | $4.6M | 78,315 | $10.5M | 177,876 | -99,561-55.97% | Reduce |
| &PARTNERS |
| 0.02% | 0.01% | #26 | $4.6M | 68,129 | $1.5M | 26,104 | +42,025+160.99% | Add |
| NewEdge Advisors, LLC |
| 0.01% | 0.01% | #28 | $4.3M | 64,399 | $4.1M | 69,954 | -5,555-7.94% | Reduce |
| Vista Cima Wealth Management LLC |
| 3.15% | 3.62% | #2 | $4.2M | 62,780 | $3.7M | 62,051 | +729+1.17% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.05% | 0.05% | #18 | $3.8M | 56,433 | $3.1M | 52,127 | +4,306+8.26% | Add |
| Waverly Advisors, LLC |
| 0.02% | 0.02% | #25 | $3.5M | 51,331 | $3.0M | 51,331 | 00.00% | Unchanged |
| COLDSTREAM CAPITAL MANAGEMENT INC |
| 0.03% | 0.04% | #22 | $3.4M | 50,985 | $3.0M | 51,061 | -76-0.15% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #49 | $3.3M | 48,525 | $1.7M | 28,385 | +20,140+70.95% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #40 | $3.2M | 46,803 | $2.2M | 37,650 | +9,153+24.31% | Add |
| Main Street Financial Solutions, LLC |
| 0.18% | — | #13 | $2.9M | 43,382 | $0 | 0 | +43,382 | New Buy |
| Stratos Wealth Partners, LTD. |
| 0.03% | 0.03% | #24 | $2.7M | 39,440 | $2.2M | 37,784 | +1,656+4.38% | Add |
| Janney Montgomery Scott LLC |
| <0.01% | 0.01% | #37 | $2.5M | 37,068 | $2.3M | 38,420 | -1,352-3.52% | Reduce |
| WCG Wealth Advisors LLC |
| 0.05% | 0.05% | #19 | $2.1M | 30,831 | $1.8M | 30,831 | 00.00% | Unchanged |
| Golden Bell Financial Planning LLC |
| 1.43% | 1.38% | #5 | $1.9M | 28,922 | $1.7M | 29,299 | -377-1.29% | Reduce |
| TWO SIGMA INVESTMENTS, LP |
| <0.01% | — | #52 | $1.9M | 27,600 | $0 | 0 | +27,600 | New Buy |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. |
| 0.61% | 0.5% | #8 | $1.7M | 24,967 | $1.2M | 20,603 | +4,364+21.18% | Add |
| First PREMIER Bank |
| 0.23% | 0.29% | #11 | $1.4M | 21,400 | $1.3M | 21,400 | 00.00% | Unchanged |
| Wagner Wealth Management, LLC |
| 0.25% | 0.23% | #10 | $1.3M | 19,726 | $1.2M | 19,560 | +166+0.85% | Add |
| NATIXIS ADVISORS, LLC |
| <0.01% | — | #51 | $1.3M | 19,042 | $0 | 0 | +19,042 | New Buy |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #68 | $1.1M | 16,967 | $0 | 0 | +16,967 | New Buy |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #69 | $1.1M | 16,733 | $581,780 | 9,854 | +6,879+69.81% | Add |
| Gladstone Institutional Advisory LLC |
| 0.03% | 0.04% | #20 | $920,397 | 13,656 | $946,400 | 16,029 | -2,373-14.80% | Reduce |
| Private Advisor Group, LLC |
| <0.01% | <0.01% | #39 | $817,374 | 12,127 | $365,907 | 6,198 | +5,929+95.66% | Add |
| Sanctuary Advisors, LLC |
| <0.01% | <0.01% | #42 | $702,418 | 10,422 | $614,784 | 10,413 | +9+0.09% | Add |
| IEQ CAPITAL, LLC |
| <0.01% | <0.01% | #43 | $636,728 | 9,447 | $557,751 | 9,447 | 00.00% | Unchanged |
| AQR CAPITAL MANAGEMENT LLC |
| <0.01% | — | #62 | $537,582 | 7,976 | $0 | 0 | +7,976 | New Buy |
| Mariner, LLC |
| <0.01% | <0.01% | #57 | $470,232 | 6,977 | $1.6M | 26,296 | -19,319-73.47% | Reduce |
| RAM Investment Partners, LLC |
| 0.07% | 0.07% | #16 | $450,299 | 6,681 | $394,446 | 6,681 | 00.00% | Unchanged |
| J.W. COLE ADVISORS, INC. |
| 0.01% | — | #34 | $435,249 | 6,458 | $0 | 0 | +6,458 | New Buy |
| Harborfront Financial Group LLC |
| 1.6% | — | #4 | $423,897 | 6,289 | $0 | 0 | +6,289 | New Buy |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #67 | $420,857 | 6,244 | $369,869 | 6,265 | -21-0.34% | Reduce |
| Perennial Investment Advisors, LLC |
| 0.03% | — | #23 | $413,904 | 6,141 | $0 | 0 | +6,141 | New Buy |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #59 | $369,824 | 5,487 | $316,218 | 5,356 | +131+2.45% | Add |
