| LPL Financial LLC |
| 0.06% | 0.07% | #20 | $284.7M | 6.9M | $277.7M | 6.7M | +197,498+2.94% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.04% | 0.05% | #24 | $184.8M | 4.5M | $178.0M | 4.3M | +183,307+4.26% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #46 | $64.0M | 1.6M | $42.8M | 1.0M | +530,852+51.85% | Add |
| PRINCIPAL SECURITIES, INC. |
| 0.75% | 0.88% | #4 | $62.1M | 1.5M | $59.7M | 1.4M | +62,146+4.30% | Add |
| Envestnet Portfolio Solutions, Inc. |
| 0.22% | 0.23% | #10 | $46.3M | 1.1M | $42.2M | 1.0M | +105,515+10.34% | Add |
| Betterment LLC |
| 0.08% | 0.08% | #19 | $45.6M | 1.1M | $43.6M | 1.1M | +51,331+4.86% | Add |
| Cetera Investment Advisers |
| 0.03% | 0.04% | #27 | $38.4M | 933,132 | $37.0M | 895,060 | +38,072+4.25% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | 0.01% | #49 | $26.3M | 638,453 | $47.6M | 1.2M | -512,408-44.52% | Reduce |
| Keebeck Wealth Management |
| 1.91% | 2.27% | #1 | $19.5M | 474,423 | $20.2M | 488,803 | -14,380-2.94% | Reduce |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #53 | $18.9M | 459,253 | $16.7M | 403,406 | +55,847+13.84% | Add |
| Sowell Financial Services LLC |
| 0.54% | 0.41% | #5 | $16.4M | 399,487 | $11.1M | 267,637 | +131,850+49.26% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.01% | 0.01% | #38 | $6.8M | 166,114 | $6.7M | 161,760 | +4,354+2.69% | Add |
| Bank of New York Mellon Corp |
| <0.01% | <0.01% | #58 | $5.1M | 123,067 | $4.8M | 116,683 | +6,384+5.47% | Add |
| NewEdge Advisors, LLC |
| 0.02% | 0.02% | #35 | $5.1M | 122,893 | $5.1M | 124,173 | -1,280-1.03% | Reduce |
| LifePlan Investment Advisors, Inc. |
| 1.53% | 1.76% | #2 | $4.4M | 107,765 | $4.5M | 108,557 | -792-0.73% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #62 | $3.9M | 94,865 | $4.6M | 110,347 | -15,482-14.03% | Reduce |
| David Kennon Inc |
| 1.28% | 1.39% | #3 | $3.9M | 94,106 | $3.9M | 94,023 | +83+0.09% | Add |
| CoreCap Advisors, LLC |
| 0.1% | 0.1% | #16 | $3.5M | 86,015 | $3.0M | 73,603 | +12,412+16.86% | Add |
| CENTAURUS FINANCIAL, INC. |
| 0.13% | 0.02% | #12 | $3.4M | 83,698 | $398,000 | 9,637 | +74,061+768.51% | Add |
| Conservest Capital Advisors, Inc. |
| 0.27% | — | #8 | $3.4M | 83,175 | $0 | 0 | +83,175 | New Buy |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | 0.01% | #42 | $3.4M | 81,956 | $3.7M | 88,789 | -6,833-7.70% | Reduce |
| Vestmark Advisory Solutions, Inc. |
| 0.03% | 0.03% | #28 | $3.3M | 81,338 | $2.9M | 69,559 | +11,779+16.93% | Add |
| ELEVATION POINT WEALTH PARTNERS, LLC |
| 0.06% | 0.08% | #21 | $3.3M | 81,338 | $3.3M | 80,303 | +1,035+1.29% | Add |
| Founders Financial Alliance, LLC |
| 0.4% | 0.02% | #7 | $3.0M | 72,462 | $94,044 | 2,276 | +70,186+3,083.74% | Add |
| Corient Private Wealth LLC |
| <0.01% | 0.01% | #50 | $2.9M | 71,156 | $5.0M | 121,644 | -50,488-41.50% | Reduce |
| Castle Rock Wealth Management, LLC |
| 0.46% | 0.52% | #6 | $2.3M | 57,170 | $2.4M | 58,599 | -1,429-2.44% | Reduce |
| PRIVATE TRUST CO NA |
| 0.17% | 0.19% | #11 | $2.1M | 50,274 | $2.1M | 51,004 | -730-1.43% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #69 | $1.7M | 42,357 | $1.7M | 40,484 | +1,873+4.63% | Add |
| Orion Porfolio Solutions, LLC |
| 0.01% | 0.01% | #36 | $1.6M | 39,551 | $1.5M | 37,439 | +2,112+5.64% | Add |
| Robertson Stephens Wealth Management, LLC |
| 0.04% | 0.05% | #26 | $1.5M | 37,280 | $1.8M | 44,444 | -7,164-16.12% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.01% | 0.01% | #39 | $1.4M | 34,098 | $1.4M | 33,769 | +329+0.97% | Add |
| Sanctuary Advisors, LLC |
| 0.01% | 0.01% | #40 | $1.4M | 33,130 | $1.4M | 32,679 | +451+1.38% | Add |
| Transamerica Financial Advisors, LLC |
| 0.11% | 0.07% | #15 | $1.2M | 30,349 | $780,509 | 18,889 | +11,460+60.67% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #54 | $1.2M | 30,105 | $1.3M | 30,977 | -872-2.81% | Reduce |
| Beacon Financial Advisory LLC |
| 0.24% | 0.24% | #9 | $1.2M | 30,088 | $1.1M | 25,861 | +4,227+16.35% | Add |
| Ausdal Financial Partners, Inc. |
| 0.04% | 0.05% | #25 | $1.1M | 26,360 | $1.1M | 25,615 | +745+2.91% | Add |
| Perigon Wealth Management, LLC |
| 0.02% | 0.02% | #33 | $1.1M | 26,123 | $1.1M | 26,727 | -604-2.26% | Reduce |
| Global Retirement Partners, LLC |
| 0.02% | — | #34 | $1.0M | 24,898 | $0 | 0 | +24,898 | New Buy |
| Legacy Advisors, LLC |
| 0.08% | 0.11% | #18 | $991,385 | 24,086 | $956,032 | 23,137 | +949+4.10% | Add |
| ASHTON THOMAS SECURITIES, LLC |
| 0.11% | — | #13 | $737,385 | 17,915 | $0 | 0 | +17,915 | New Buy |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | — | #71 | $677,209 | 16,453 | $0 | 0 | +16,453 | New Buy |
| Maia Wealth LLC |
| 0.1% | 0.12% | #17 | $650,314 | 15,800 | $725,439 | 17,557 | -1,757-10.01% | Reduce |
| Syntegra Private Wealth Group, LLC |
| 0.05% | 0.05% | #23 | $613,740 | 14,911 | $544,102 | 13,168 | +1,743+13.24% | Add |
| INTEGRITY ALLIANCE, LLC. |
| 0.02% | 0.02% | #32 | $608,018 | 14,772 | $639,510 | 15,477 | -705-4.56% | Reduce |
| Regal Investment Advisors LLC |
| 0.03% | 0.04% | #29 | $576,615 | 14,009 | $636,707 | 15,409 | -1,400-9.09% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #68 | $519,435 | 12,620 | $551,570 | 13,349 | -729-5.46% | Reduce |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #56 | $497,259 | 12,081 | $334,560 | 8,097 | +3,984+49.20% | Add |
| Patriot Financial Group Insurance Agency, LLC |
| 0.05% | 0.08% | #22 | $467,259 | 11,352 | $1.5M | 35,342 | -23,990-67.88% | Reduce |
| Perennial Investment Advisors, LLC |
| 0.03% | 0.03% | #30 | $426,180 | 10,354 | $438,740 | 10,618 | -264-2.49% | Reduce |
| Equitable Holdings, Inc. |
| <0.01% | — | #51 | $287,586 | 6,987 | $0 | 0 | +6,987 | New Buy |
