| GOLDMAN SACHS GROUP INC |
| 0.07% | 0.09% | #11 | $800.0M | 10.6M | $779.5M | 11.2M | -506,415-4.54% | Reduce |
| LPL Financial LLC |
| 0.02% | 0.02% | #17 | $80.1M | 1.1M | $68.8M | 983,998 | +82,114+8.34% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #19 | $41.3M | 550,097 | $36.2M | 517,383 | +32,714+6.32% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #31 | $19.9M | 265,455 | $2.9M | 43,471 | +221,984+510.65% | Add |
| PRINCIPAL SECURITIES, INC. |
| 0.18% | 0.19% | #7 | $15.0M | 200,025 | $13.1M | 186,822 | +13,203+7.07% | Add |
| ELEVATION POINT WEALTH PARTNERS, LLC |
| 0.26% | 0.29% | #5 | $14.0M | 186,635 | $12.4M | 176,787 | +9,848+5.57% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.13% | 0.13% | #8 | $13.9M | 185,006 | $12.0M | 171,884 | +13,122+7.63% | Add |
| Envestnet Portfolio Solutions, Inc. |
| 0.05% | 0.05% | #12 | $10.4M | 137,972 | $8.9M | 127,427 | +10,545+8.28% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #35 | $10.0M | 133,348 | $10.6M | 152,148 | -18,800-12.36% | Reduce |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #21 | $8.3M | 110,566 | $7.4M | 106,309 | +4,257+4.00% | Add |
| Sowell Financial Services LLC |
| 0.24% | 0.14% | #6 | $7.3M | 96,854 | $3.9M | 55,538 | +41,316+74.39% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #42 | $4.4M | 59,303 | $4.1M | 60,569 | -1,266-2.09% | Reduce |
| Security Financial Services, INC. |
| 0.57% | 0.61% | #2 | $4.1M | 54,900 | $3.9M | 55,129 | -229-0.42% | Reduce |
| DRIVE WEALTH MANAGEMENT, LLC |
| 0.73% | 0.82% | #1 | $4.1M | 54,769 | $3.9M | 55,335 | -566-1.02% | Reduce |
| Keebeck Wealth Management |
| 0.34% | 0.36% | #4 | $3.5M | 46,780 | $3.2M | 46,244 | +536+1.16% | Add |
| NewEdge Advisors, LLC |
| 0.01% | 0.01% | #23 | $2.0M | 26,123 | $1.6M | 22,760 | +3,363+14.78% | Add |
| LifePlan Investment Advisors, Inc. |
| 0.4% | 0.41% | #3 | $1.2M | 15,542 | $1.0M | 14,802 | +740+5.00% | Add |
| CoreCap Advisors, LLC |
| 0.03% | 0.01% | #13 | $1.1M | 14,172 | $364,826 | 5,220 | +8,952+171.49% | Add |
| Bank of New York Mellon Corp |
| <0.01% | <0.01% | #43 | $1.0M | 13,511 | $916,118 | 13,108 | +403+3.07% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #46 | $991,247 | 13,192 | $7.1M | 101,313 | -88,121-86.98% | Reduce |
| OneDigital Investment Advisors LLC |
| 0.01% | 0.01% | #20 | $938,751 | 12,493 | $911,897 | 13,048 | -555-4.25% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | — | #45 | $875,381 | 11,650 | $0 | 0 | +11,650 | New Buy |
| Founders Financial Alliance, LLC |
| 0.12% | — | #9 | $870,346 | 11,583 | $0 | 0 | +11,583 | New Buy |
| Integrated Wealth Concepts LLC |
| <0.01% | 0.01% | #26 | $720,788 | 9,593 | $638,137 | 9,131 | +462+5.06% | Add |
| Mariner, LLC |
| <0.01% | <0.01% | #33 | $709,772 | 9,446 | $533,121 | 7,628 | +1,818+23.83% | Add |
| Sanctuary Advisors, LLC |
| <0.01% | <0.01% | #29 | $494,271 | 6,578 | $467,145 | 6,684 | -106-1.59% | Reduce |
| Orion Porfolio Solutions, LLC |
| <0.01% | <0.01% | #27 | $435,812 | 5,800 | $398,303 | 5,699 | +101+1.77% | Add |
| Beacon Financial Advisory LLC |
| 0.07% | 0.07% | #10 | $363,678 | 4,840 | $295,844 | 4,233 | +607+14.34% | Add |
| Private Advisor Group, LLC |
| <0.01% | <0.01% | #30 | $362,024 | 4,818 | $632,574 | 9,051 | -4,233-46.77% | Reduce |
| PRIVATE TRUST CO NA |
| 0.03% | 0.03% | #14 | $324,680 | 4,321 | $302,763 | 4,332 | -11-0.25% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | — | #38 | $318,120 | 4,234 | $0 | 0 | +4,234 | New Buy |
| Transamerica Financial Advisors, LLC |
| 0.02% | 0.01% | #15 | $276,811 | 3,683 | $168,448 | 2,410 | +1,273+52.82% | Add |
| Global Retirement Partners, LLC |
| <0.01% | — | #25 | $268,626 | 3,575 | $0 | 0 | +3,575 | New Buy |
| Syntegra Private Wealth Group, LLC |
| 0.02% | — | #16 | $263,516 | 3,507 | $0 | 0 | +3,507 | New Buy |
| World Investment Advisors |
| <0.01% | <0.01% | #24 | $260,661 | 3,469 | $255,449 | 3,655 | -186-5.09% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #37 | $251,644 | 3,349 | $222,000 | 3,171 | +178+5.61% | Add |
| Perigon Wealth Management, LLC |
| <0.01% | <0.01% | #28 | $210,993 | 2,808 | $203,170 | 2,907 | -99-3.41% | Reduce |
| Cornerstone Planning Group LLC |
| 0.01% | 0.01% | #18 | $77,741 | 1,029 | $75,766 | 1,029 | 00.00% | Unchanged |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #48 | $39,524 | 526 | $36,762 | 526 | 00.00% | Unchanged |
| 3Chopt Investment Partners, LLC |
| 0.01% | 0.01% | #22 | $35,015 | 466 | $32,569 | 466 | 00.00% | Unchanged |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #41 | $34,414 | 458 | $9,735 | 137 | +321+234.31% | Add |
| GeoWealth Management, LLC |
| <0.01% | <0.01% | #32 | $28,854 | 384 | $26,838 | 384 | 00.00% | Unchanged |
| Ashton Thomas Private Wealth, LLC |
| <0.01% | — | #36 | $28,628 | 381 | $0 | 0 | +381 | New Buy |
| Johnson Financial Group, Inc. |
| <0.01% | — | #34 | $22,317 | 297 | $0 | 0 | +297 | New Buy |
| EFG International AG |
| <0.01% | <0.01% | #40 | $17,357 | 231 | $16,005 | 229 | +2+0.87% | Add |
| Spire Wealth Management |
| <0.01% | <0.01% | #39 | $13,225 | 176 | $12,580 | 180 | -4-2.22% | Reduce |
| UMB Bank, n.a. |
| <0.01% | — | #44 | $11,271 | 150 | $0 | 0 | +150 | New Buy |
| AE Wealth Management LLC |
| <0.01% | — | #47 | $11,046 | 147 | $0 | 0 | +147 | New Buy |
| ROYAL BANK OF CANADA |
| <0.01% | — | #49 | $6,000 | 84 | $0 | 0 | +84 | New Buy |
