| NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
| 0.24% | 0.24% | #6 | $34.9M | 957,745 | $27.9M | 767,320 | +190,425+24.82% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #56 | $25.2M | 689,812 | $25.0M | 695,365 | -5,553-0.80% | Reduce |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC |
| 1.16% | 1.07% | #1 | $20.9M | 571,652 | $20.1M | 554,304 | +17,348+3.13% | Add |
| OPPENHEIMER ASSET MANAGEMENT INC. |
| 0.12% | 0.12% | #18 | $11.5M | 315,321 | $10.3M | 283,921 | +31,400+11.06% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #53 | $6.8M | 187,252 | $6.9M | 191,035 | -3,783-1.98% | Reduce |
| ASPIRIANT, LLC |
| 0.16% | 0.18% | #14 | $6.6M | 181,887 | $6.2M | 170,215 | +11,672+6.86% | Add |
| One Capital Management, LLC |
| 0.18% | — | #11 | $6.6M | 180,668 | $0 | 0 | +180,668 | New Buy |
| Equitable Holdings, Inc. |
| 0.03% | 0.03% | #23 | $5.8M | 158,230 | $5.2M | 146,075 | +12,155+8.32% | Add |
| Savant Capital, LLC |
| 0.02% | 0.01% | #29 | $5.4M | 147,780 | $2.7M | 74,526 | +73,254+98.29% | Add |
| IHT Wealth Management, LLC |
| 0.11% | 0.12% | #20 | $5.3M | 144,592 | $5.1M | 141,492 | +3,100+2.19% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #58 | $5.3M | 143,940 | $5.3M | 144,540 | -600-0.42% | Reduce |
| B. Riley Wealth Advisors, Inc. |
| 0.23% | 0.27% | #7 | $4.3M | 118,488 | $4.3M | 117,843 | +645+0.55% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #62 | $3.6M | 99,581 | $3.8M | 103,205 | -3,624-3.51% | Reduce |
| Atria Investments, Inc |
| 0.03% | 0.02% | #24 | $3.0M | 80,928 | $2.1M | 56,442 | +24,486+43.38% | Add |
| KINGSWOOD WEALTH ADVISORS, LLC |
| 0.12% | 0.13% | #19 | $2.9M | 80,076 | $2.8M | 77,133 | +2,943+3.82% | Add |
| First Heartland Consultants, Inc. |
| 0.19% | 0.15% | #10 | $2.9M | 79,995 | $2.0M | 55,395 | +24,600+44.41% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #61 | $2.8M | 77,610 | $2.8M | 76,116 | +1,494+1.96% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| <0.01% | <0.01% | #43 | $2.6M | 72,286 | $2.8M | 75,924 | -3,638-4.79% | Reduce |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #49 | $2.5M | 69,431 | $1.9M | 52,412 | +17,019+32.47% | Add |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. |
| 0.14% | 0.16% | #16 | $2.1M | 58,222 | $2.2M | 60,145 | -1,923-3.20% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #69 | $2.1M | 57,949 | $2.0M | 53,824 | +4,125+7.66% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #50 | $1.6M | 44,938 | $1.8M | 48,164 | -3,226-6.70% | Reduce |
| Farther Finance Advisors, LLC |
| 0.01% | 0.01% | #30 | $1.5M | 40,957 | $1.5M | 40,177 | +780+1.94% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #72 | $1.4M | 38,333 | $2.3M | 63,955 | -25,622-40.06% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #67 | $1.4M | 37,947 | $1.4M | 39,378 | -1,431-3.63% | Reduce |
| BALYASNY ASSET MANAGEMENT L.P. |
| <0.01% | <0.01% | #51 | $1.3M | 36,585 | $1.2M | 32,745 | +3,840+11.73% | Add |
| Collaborative Fund Advisors, LLC |
| 0.65% | 1.37% | #3 | $1.1M | 30,821 | $2.2M | 60,965 | -30,144-49.44% | Reduce |
| LIBERTY SQUARE WEALTH PARTNERS LLC |
| 0.23% | 0.28% | #8 | $958,025 | 26,262 | $1.0M | 28,045 | -1,783-6.36% | Reduce |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #54 | $891,413 | 24,435 | $919,041 | 25,283 | -848-3.35% | Reduce |
| Orion Porfolio Solutions, LLC |
| 0.01% | 0.01% | #35 | $792,371 | 21,721 | $744,448 | 20,480 | +1,241+6.06% | Add |
| OneDigital Investment Advisors LLC |
| 0.01% | 0.01% | #36 | $653,619 | 17,917 | $787,209 | 21,656 | -3,739-17.27% | Reduce |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #71 | $638,902 | 17,514 | $628,709 | 17,296 | +218+1.26% | Add |
| Focus Financial Network, Inc. |
| 0.02% | 0.02% | #27 | $632,372 | 17,335 | $659,461 | 18,142 | -807-4.45% | Reduce |
| Hyundai Investments Co., Ltd. |
| 0.68% | 0.41% | #2 | $630,344 | 17,269 | $362,986 | 10,030 | +7,239+72.17% | Add |
| Stonehearth Capital Management, LLC |
| 0.2% | 0.25% | #9 | $598,665 | 16,411 | $632,781 | 17,408 | -997-5.73% | Reduce |
| Advisor Resource Council |
| 0.17% | 0.18% | #13 | $591,741 | 16,360 | $545,686 | 15,012 | +1,348+8.98% | Add |
| OLD NATIONAL BANCORP /IN/ |
| 0.01% | 0.01% | #31 | $580,753 | 15,920 | $626,128 | 17,225 | -1,305-7.58% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #55 | $578,747 | 15,865 | $738,000 | 20,289 | -4,424-21.80% | Reduce |
| Integrated Advisors Network LLC |
| 0.02% | 0.03% | #26 | $497,070 | 13,626 | $482,001 | 13,260 | +366+2.76% | Add |
| Good Steward Wealth Advisors,LLC |
| 0.3% | 0.31% | #4 | $495,246 | 13,576 | $486,472 | 13,383 | +193+1.44% | Add |
| Duncan Williams Asset Management, LLC |
| 0.11% | 0.15% | #21 | $474,525 | 13,008 | $546,777 | 15,042 | -2,034-13.52% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #64 | $429,672 | 11,777 | $360,166 | 9,908 | +1,869+18.86% | Add |
| OPPENHEIMER & CO INC |
| <0.01% | 0.01% | #40 | $416,085 | 11,406 | $419,879 | 11,551 | -145-1.26% | Reduce |
| RHS Financial, LLC |
| 0.17% | 0.12% | #12 | $414,954 | 11,375 | $249,725 | 6,870 | +4,505+65.57% | Add |
| CIBC Bancorp USA Inc. |
| <0.01% | — | #65 | $383,217 | 10,505 | $0 | 0 | +10,505 | New Buy |
| City Center Advisors, LLC |
| 0.29% | 0.31% | #5 | $364,135 | 9,982 | $332,199 | 9,139 | +843+9.22% | Add |
| Summit Financial, LLC |
| <0.01% | <0.01% | #44 | $363,847 | 9,974 | $372,769 | 10,255 | -281-2.74% | Reduce |
| MAI Capital Management |
| <0.01% | <0.01% | #57 | $340,365 | 9,330 | $366,019 | 10,069 | -739-7.34% | Reduce |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #60 | $308,361 | 8,453 | $221,953 | 6,106 | +2,347+38.44% | Add |
| Legacy Financial Strategies, LLC |
| 0.05% | 0.06% | #22 | $295,192 | 8,092 | $313,046 | 8,612 | -520-6.04% | Reduce |
