| MORGAN STANLEY |
| <0.01% | <0.01% | #68 | $43.7M | 992,542 | $43.0M | 1.0M | -47,420-4.56% | Reduce |
| LPL Financial LLC |
| 0.01% | 0.01% | #43 | $33.6M | 764,164 | $31.7M | 744,264 | +19,900+2.67% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #76 | $27.0M | 613,810 | $25.6M | 602,091 | +11,719+1.95% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #67 | $19.1M | 434,363 | $18.0M | 423,062 | +11,301+2.67% | Add |
| Financial Engines Advisors L.L.C. |
| 0.03% | 0.08% | #24 | $16.7M | 379,995 | $41.2M | 967,226 | -587,231-60.71% | Reduce |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #74 | $12.1M | 273,897 | $11.0M | 258,726 | +15,171+5.86% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #65 | $9.3M | 211,191 | $9.3M | 219,286 | -8,095-3.69% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #38 | $7.9M | 180,172 | $7.8M | 183,531 | -3,359-1.83% | Reduce |
| Sequent Planning LLC |
| 1.65% | 1.75% | #3 | $7.7M | 176,109 | $7.2M | 170,030 | +6,079+3.58% | Add |
| Private Advisor Group, LLC |
| 0.04% | 0.03% | #22 | $7.7M | 175,756 | $6.9M | 160,961 | +14,795+9.19% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #85 | $7.7M | 175,212 | $6.2M | 145,374 | +29,838+20.52% | Add |
| Sovereign Investment Advisors, LLC |
| 1.28% | 1.38% | #4 | $6.8M | 154,793 | $6.5M | 153,622 | +1,171+0.76% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #49 | $5.5M | 126,001 | $5.9M | 139,306 | -13,305-9.55% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #72 | $5.1M | 114,531 | $4.2M | 98,909 | +15,622+15.79% | Add |
| CITIGROUP INC |
| <0.01% | <0.01% | #78 | $4.8M | 108,166 | $2.9M | 68,597 | +39,569+57.68% | Add |
| Tidal Investments LLC |
| 0.01% | — | #42 | $4.7M | 106,212 | $0 | 0 | +106,212 | New Buy |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #102 | $4.0M | 90,453 | $4.0M | 94,451 | -3,998-4.23% | Reduce |
| HEFFERNAN ADVISORY, INC |
| 3.28% | 3.55% | #1 | $3.9M | 89,021 | $3.8M | 89,950 | -929-1.03% | Reduce |
| Allworth Financial LP |
| 0.02% | 0.02% | #33 | $3.8M | 86,708 | $3.9M | 91,965 | -5,257-5.72% | Reduce |
| PERSPECTIVE WEALTH ADVISORS LLC |
| 1.75% | 1.89% | #2 | $3.2M | 72,158 | $2.9M | 68,552 | +3,606+5.26% | Add |
| Wealthcare Advisory Partners LLC |
| 0.05% | 0.05% | #17 | $2.7M | 62,099 | $2.7M | 62,759 | -660-1.05% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #96 | $2.3M | 52,027 | $2.2M | 51,587 | +440+0.85% | Add |
| Baird Financial Group, Inc. |
| <0.01% | <0.01% | #59 | $2.3M | 51,211 | $2.1M | 49,250 | +1,961+3.98% | Add |
| JT Stratford LLC |
| 0.24% | 0.26% | #8 | $2.2M | 49,511 | $2.1M | 48,735 | +776+1.59% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #101 | $2.1M | 48,472 | $1.1M | 26,575 | +21,897+82.40% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #89 | $2.0M | 44,434 | $3.0M | 70,535 | -26,101-37.00% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #69 | $2.0M | 44,362 | $2.1M | 49,182 | -4,820-9.80% | Reduce |
| Triad Wealth Partners, LLC |
| 0.11% | 0.21% | #11 | $1.9M | 42,317 | $2.7M | 62,432 | -20,115-32.22% | Reduce |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #57 | $1.7M | 39,683 | $1.7M | 39,518 | +165+0.42% | Add |
| XML Financial, LLC |
| 0.12% | 0.13% | #10 | $1.7M | 38,402 | $1.7M | 38,845 | -443-1.14% | Reduce |
| Anson Capital, Inc. |
| 1.09% | 1.03% | #5 | $1.7M | 37,930 | $1.5M | 35,530 | +2,400+6.75% | Add |
| Arkadios Wealth Advisors |
| 0.02% | 0.02% | #28 | $1.6M | 37,178 | $1.4M | 33,564 | +3,614+10.77% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #80 | $1.5M | 35,182 | $1.6M | 38,603 | -3,421-8.86% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #58 | $1.5M | 33,226 | $1.4M | 33,780 | -554-1.64% | Reduce |
| Kestra Advisory Services, LLC |
| <0.01% | 0.01% | #52 | $1.4M | 32,883 | $1.5M | 35,945 | -3,062-8.52% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #110 | $1.4M | 32,065 | $1.3M | 30,400 | +1,665+5.48% | Add |
| Simplicity Wealth,LLC |
| 0.05% | — | #18 | $1.4M | 31,982 | $0 | 0 | +31,982 | New Buy |
| CX Institutional |
| 0.03% | 0.03% | #23 | $1.2M | 26,197 | $1.1M | 25,999 | +198+0.76% | Add |
| Wealthcare Capital Partners, LLC |
| 0.44% | 0.42% | #6 | $1.1M | 24,380 | $887,589 | 20,855 | +3,525+16.90% | Add |
| First Heartland Consultants, Inc. |
| 0.06% | 0.05% | #16 | $979,015 | 22,249 | $625,851 | 14,705 | +7,544+51.30% | Add |
| Integrated Wealth Concepts LLC |
| <0.01% | 0.01% | #51 | $954,623 | 21,695 | $848,652 | 19,940 | +1,755+8.80% | Add |
| Centurion Wealth Management LLC |
| 0.23% | 0.23% | #9 | $949,629 | 21,581 | $1.0M | 23,826 | -2,245-9.42% | Reduce |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| 0.02% | 0.02% | #31 | $948,093 | 21,546 | $911,481 | 21,416 | +130+0.61% | Add |
| Farther Finance Advisors, LLC |
| 0.01% | 0.01% | #45 | $912,429 | 20,736 | $877,814 | 20,663 | +73+0.35% | Add |
| Sanctuary Advisors, LLC |
| <0.01% | 0.01% | #55 | $820,971 | 18,657 | $1.0M | 23,961 | -5,304-22.14% | Reduce |
| Prospera Financial Services Inc |
| 0.01% | 0.01% | #35 | $816,359 | 18,552 | $699,705 | 16,440 | +2,112+12.85% | Add |
| Pallas Capital Advisors LLC |
| 0.02% | 0.03% | #29 | $777,303 | 17,665 | $707,924 | 16,634 | +1,031+6.20% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | <0.01% | #91 | $700,653 | 15,923 | $666,745 | 15,666 | +257+1.64% | Add |
| Atria Investments, Inc |
| 0.01% | <0.01% | #46 | $692,909 | 15,747 | $346,013 | 8,130 | +7,617+93.69% | Add |
| STEPHENS INC /AR/ |
| 0.01% | 0.01% | #44 | $636,058 | 14,455 | $615,205 | 14,455 | 00.00% | Unchanged |
