| Cetera Investment Advisers |
| 0.03% | 0.03% | #18 | $35.2M | 439,136 | $32.3M | 435,532 | +3,604+0.83% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #30 | $29.5M | 368,630 | $27.9M | 376,452 | -7,822-2.08% | Reduce |
| LPL Financial LLC |
| 0.01% | 0.01% | #33 | $24.1M | 300,362 | $22.8M | 307,696 | -7,334-2.38% | Reduce |
| SILVER OAK SECURITIES, INCORPORATED |
| 1.44% | — | #1 | $23.7M | 295,625 | $0 | 0 | +295,625 | New Buy |
| MORGAN STANLEY |
| <0.01% | <0.01% | #49 | $20.4M | 254,694 | $20.9M | 283,183 | -28,489-10.06% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #41 | $16.3M | 203,383 | $17.6M | 237,232 | -33,849-14.27% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.08% | 0.06% | #12 | $16.0M | 199,649 | $7.5M | 101,720 | +97,929+96.27% | Add |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #28 | $14.1M | 176,454 | $12.8M | 173,033 | +3,421+1.98% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.02% | #22 | $13.1M | 164,099 | $12.3M | 165,672 | -1,573-0.95% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #53 | $10.4M | 129,416 | $10.2M | 137,201 | -7,785-5.67% | Reduce |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #48 | $7.5M | 94,221 | $7.4M | 99,943 | -5,722-5.73% | Reduce |
| Clearstead Advisors, LLC |
| 0.05% | 0.04% | #14 | $5.1M | 63,476 | $4.5M | 61,123 | +2,353+3.85% | Add |
| NewEdge Advisors, LLC |
| 0.01% | 0.02% | #23 | $4.7M | 58,114 | $4.7M | 62,913 | -4,799-7.63% | Reduce |
| Creative Planning |
| <0.01% | <0.01% | #39 | $4.4M | 55,486 | $4.6M | 61,625 | -6,139-9.96% | Reduce |
| Intrua Financial, LLC |
| 0.41% | 0.43% | #3 | $4.4M | 55,340 | $4.1M | 55,875 | -535-0.96% | Reduce |
| Keystone Financial Group |
| 0.25% | 0.33% | #7 | $4.4M | 54,525 | $5.2M | 69,707 | -15,182-21.78% | Reduce |
| MATHER GROUP, LLC. |
| 0.03% | 0.04% | #17 | $3.7M | 46,039 | $4.3M | 57,559 | -11,520-20.01% | Reduce |
| Vise Technologies, Inc. |
| 0.04% | — | #16 | $3.2M | 39,785 | $0 | 0 | +39,785 | New Buy |
| UBS Group AG |
| <0.01% | <0.01% | #60 | $2.6M | 31,900 | $2.5M | 33,501 | -1,601-4.78% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #61 | $2.2M | 27,793 | $2.1M | 27,844 | -51-0.18% | Reduce |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #58 | $2.0M | 24,591 | $1.7M | 23,399 | +1,192+5.09% | Add |
| Patriot Financial Group Insurance Agency, LLC |
| 0.19% | 0.2% | #8 | $1.9M | 23,171 | $3.5M | 46,774 | -23,603-50.46% | Reduce |
| BridgePort Financial Solutions, LLC |
| 0.36% | 0.37% | #5 | $1.4M | 17,510 | $1.3M | 17,510 | 00.00% | Unchanged |
| Family Capital Management, Inc. |
| 0.54% | 0.58% | #2 | $1.4M | 17,295 | $1.3M | 17,512 | -217-1.24% | Reduce |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #43 | $1.3M | 16,607 | $1.0M | 14,061 | +2,546+18.11% | Add |
| WORLD EQUITY GROUP, INC. |
| 0.28% | 0.3% | #6 | $1.3M | 15,808 | $1.2M | 15,807 | +1+0.01% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #44 | $1.2M | 15,531 | $980,580 | 13,221 | +2,310+17.47% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #38 | $1.2M | 14,569 | $1.1M | 14,892 | -323-2.17% | Reduce |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #42 | $1.2M | 14,453 | $955,000 | 12,882 | +1,571+12.20% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #64 | $1.2M | 14,450 | $4.2M | 56,247 | -41,797-74.31% | Reduce |
| Private Advisor Group, LLC |
| 0.01% | <0.01% | #34 | $1.1M | 13,892 | $1.0M | 14,075 | -183-1.30% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #56 | $893,753 | 11,161 | $1.0M | 13,643 | -2,482-18.19% | Reduce |
| CALTON & ASSOCIATES, INC. |
| 0.13% | 0.13% | #9 | $872,933 | 10,901 | $916,411 | 12,359 | -1,458-11.80% | Reduce |
| Syntegra Private Wealth Group, LLC |
| 0.05% | 0.06% | #13 | $626,131 | 7,819 | $579,796 | 7,819 | 00.00% | Unchanged |
| FIFTH THIRD BANCORP |
| <0.01% | <0.01% | #51 | $545,092 | 6,807 | $568,895 | 7,672 | -865-11.27% | Reduce |
| StoneX Group Inc. |
| 0.02% | — | #21 | $519,297 | 6,634 | $0 | 0 | +6,634 | New Buy |
| OneDigital Investment Advisors LLC |
| <0.01% | <0.01% | #35 | $504,172 | 6,296 | $258,865 | 3,491 | +2,805+80.35% | Add |
| Mutual Advisors, LLC |
| 0.01% | 0.01% | #31 | $422,851 | 5,280 | $390,607 | 5,268 | +12+0.23% | Add |
| Dynamic Advisor Solutions LLC |
| 0.01% | 0.01% | #27 | $420,393 | 5,250 | $389,283 | 5,250 | 00.00% | Unchanged |
| Advisory Advocates, LLC |
| 0.36% | 0.39% | #4 | $416,807 | 5,205 | $385,962 | 5,205 | 00.00% | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #63 | $413,756 | 5,167 | $443,982 | 5,987 | -820-13.70% | Reduce |
| LexAurum Advisors, LLC |
| 0.04% | 0.05% | #15 | $389,573 | 4,865 | $378,021 | 5,098 | -233-4.57% | Reduce |
| BlackRock, Inc. |
| <0.01% | <0.01% | #69 | $368,440 | 4,601 | $341,174 | 4,601 | 00.00% | Unchanged |
| Cerity Partners LLC |
| <0.01% | <0.01% | #57 | $368,440 | 4,601 | $341,174 | 4,601 | 00.00% | Unchanged |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #65 | $327,119 | 4,085 | $327,604 | 4,418 | -333-7.54% | Reduce |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #47 | $292,566 | 3,653 | $332,832 | 4,488 | -835-18.61% | Reduce |
| MISSION WEALTH MANAGEMENT, LP |
| <0.01% | — | #36 | $246,059 | 3,073 | $0 | 0 | +3,073 | New Buy |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #52 | $242,091 | 3,023 | $295,983 | 3,992 | -969-24.27% | Reduce |
| LBMC INVESTMENT ADVISORS, LLC |
| 0.01% | 0.01% | #25 | $229,985 | 2,872 | $212,966 | 2,872 | 00.00% | Unchanged |
| Western Wealth Management, LLC |
| 0.01% | 0.01% | #32 | $221,897 | 2,771 | $205,476 | 2,771 | 00.00% | Unchanged |
