| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.09% | 0.08% | #25 | $67.8M | 797,392 | $57.4M | 790,048 | +7,344+0.93% | Add |
| Wealthspire Advisors, LLC |
| 0.22% | 0.26% | #14 | $39.5M | 464,924 | $32.8M | 451,150 | +13,774+3.05% | Add |
| Rossby Financial, LCC |
| 6.14% | 5.45% | #1 | $33.6M | 395,225 | $26.7M | 360,720 | +34,505+9.57% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.01% | 0.01% | #54 | $31.4M | 369,688 | $26.8M | 368,710 | +978+0.27% | Add |
| World Investment Advisors |
| 0.29% | 0.28% | #11 | $17.5M | 241,077 | $17.5M | 241,077 | 00.00% | Unchanged |
| EP Wealth Advisors, LLC |
| 0.06% | 0.06% | #28 | $14.6M | 171,263 | $12.4M | 171,059 | +204+0.12% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #77 | $12.5M | 146,612 | $1.5M | 21,551 | +125,061+580.30% | Add |
| North Berkeley Wealth Management, LLC |
| 3.99% | 3.52% | #2 | $9.9M | 116,086 | $6.7M | 91,543 | +24,543+26.81% | Add |
| ST GERMAIN D J CO INC |
| 0.32% | 0.3% | #10 | $9.0M | 105,970 | $7.7M | 105,740 | +230+0.22% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #66 | $8.1M | 94,816 | $6.2M | 84,956 | +9,860+11.61% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| 0.01% | 0.01% | #50 | $7.5M | 88,043 | $6.5M | 88,876 | -833-0.94% | Reduce |
| Modern Wealth Management, LLC |
| 0.08% | 0.08% | #26 | $6.9M | 80,620 | $4.5M | 60,709 | +19,911+32.80% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | — | #79 | $6.6M | 78,162 | $0 | 0 | +78,162 | New Buy |
| TOMPKINS FINANCIAL CORP |
| 0.41% | — | #7 | $5.9M | 69,588 | $0 | 0 | +69,588 | New Buy |
| Gateway Wealth Partners, LLC |
| 0.35% | 0.36% | #9 | $5.8M | 68,233 | $9.2M | 126,892 | -58,659-46.23% | Reduce |
| MGO ONE SEVEN LLC |
| 0.09% | 0.09% | #24 | $5.2M | 60,733 | $4.5M | 62,351 | -1,618-2.59% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #63 | $4.7M | 55,532 | $3.7M | 51,470 | +4,062+7.89% | Add |
| Focus Partners Wealth |
| <0.01% | <0.01% | #58 | $4.3M | 50,630 | $2.0M | 27,188 | +23,442+86.22% | Add |
| SEEDS INVESTOR LLC |
| 0.4% | 0.35% | #8 | $3.9M | 45,308 | $2.6M | 32,532 | +12,776+39.27% | Add |
| Financial Insights, Inc. |
| 0.74% | 0.76% | #4 | $2.7M | 31,990 | $2.3M | 32,223 | -233-0.72% | Reduce |
| Beacon Pointe Advisors, LLC |
| 0.01% | 0.01% | #47 | $2.6M | 30,568 | $2.2M | 29,959 | +609+2.03% | Add |
| PFG Investments, LLC |
| 0.09% | 0.02% | #23 | $2.3M | 26,622 | $402,245 | 5,534 | +21,088+381.06% | Add |
| EVOLVE PRIVATE WEALTH, LLC |
| 0.13% | 0.1% | #18 | $2.2M | 25,304 | $1.9M | 25,716 | -412-1.60% | Reduce |
| Mountain Capital Investment Advisors Inc. |
| 0.27% | — | #12 | $1.9M | 22,323 | $0 | 0 | +22,323 | New Buy |
| WEALTHGARDEN F.S. LLC |
| 1.07% | 1.08% | #3 | $1.9M | 22,274 | $1.6M | 21,727 | +547+2.52% | Add |
| Private Advisor Group, LLC |
| 0.01% | 0.01% | #51 | $1.7M | 20,250 | $1.1M | 14,742 | +5,508+37.36% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #82 | $1.7M | 19,413 | $268,915 | 3,699 | +15,714+424.82% | Add |
| A&I FINANCIAL SERVICES, LLC |
| 0.71% | 0.69% | #5 | $1.6M | 19,287 | $1.4M | 19,947 | -660-3.31% | Reduce |
| Orion Porfolio Solutions, LLC |
| 0.01% | 0.01% | #45 | $1.6M | 18,983 | $1.4M | 19,339 | -356-1.84% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #59 | $1.5M | 17,409 | $1.5M | 20,609 | -3,200-15.53% | Reduce |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #57 | $1.4M | 16,978 | $1.2M | 15,958 | +1,020+6.39% | Add |
| Plum Street Advisors, LLC |
| 0.44% | 0.4% | #6 | $1.4M | 16,363 | $1.1M | 15,710 | +653+4.16% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #73 | $1.4M | 15,948 | $352,757 | 4,853 | +11,095+228.62% | Add |
| Creative Planning |
| <0.01% | <0.01% | #76 | $1.3M | 15,829 | $1.3M | 17,861 | -2,032-11.38% | Reduce |
| HARBOUR INVESTMENTS, INC. |
| 0.01% | 0.01% | #44 | $1.1M | 12,863 | $906,389 | 12,469 | +394+3.16% | Add |
| Sigma Planning Corp |
| 0.03% | — | #39 | $1.0M | 11,984 | $0 | 0 | +11,984 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #74 | $991,415 | 11,661 | $904,294 | 12,440 | -779-6.26% | Reduce |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #87 | $893,058 | 10,505 | $14.5M | 200,000 | -189,495-94.75% | Reduce |
| Financial Engines Advisors L.L.C. |
| <0.01% | <0.01% | #70 | $814,337 | 9,579 | $681,033 | 9,369 | +210+2.24% | Add |
| BASSO CAPITAL MANAGEMENT, L.P. |
| 0.15% | — | #16 | $694,384 | 8,168 | $0 | 0 | +8,168 | New Buy |
| Kondo Wealth Advisors, Inc. |
| 0.23% | 0.26% | #13 | $683,487 | 8,039 | $685,612 | 9,432 | -1,393-14.77% | Reduce |
| Mutual Advisors, LLC |
| 0.01% | 0.01% | #46 | $650,262 | 7,649 | $451,332 | 6,209 | +1,440+23.19% | Add |
| Sequoia Financial Advisors, LLC |
| <0.01% | — | #61 | $644,482 | 7,581 | $0 | 0 | +7,581 | New Buy |
| Per Stirling Capital Management, LLC. |
| 0.06% | 0.06% | #27 | $627,738 | 7,384 | $571,354 | 7,860 | -476-6.06% | Reduce |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #80 | $615,407 | 7,239 | $519,224 | 7,143 | +96+1.34% | Add |
| Mariner, LLC |
| <0.01% | <0.01% | #78 | $603,342 | 7,097 | $536,252 | 7,377 | -280-3.80% | Reduce |
| Archer Investment Management, LLC |
| 0.2% | 0.25% | #15 | $598,064 | 7,035 | $600,928 | 8,267 | -1,232-14.90% | Reduce |
| Bensler, LLC |
| 0.05% | — | #29 | $543,146 | 6,389 | $0 | 0 | +6,389 | New Buy |
| Betterment LLC |
| <0.01% | — | #75 | $496,049 | 5,835 | $0 | 0 | +5,835 | New Buy |
| WNY Asset Management, LLC |
| 0.04% | 0.04% | #33 | $484,317 | 5,697 | $393,180 | 5,409 | +288+5.32% | Add |
