| RMG Wealth Management LLC |
| 8.98% | — | #1 | $86.9M | 1.3M | $0 | 0 | +1.3M | New Buy |
| HighTower Advisors, LLC |
| 0.03% | 0.03% | #25 | $33.8M | 301,756 | $29.7M | 304,260 | -2,504-0.82% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #67 | $32.5M | 289,760 | $10.3M | 107,383 | +182,377+169.84% | Add |
| LPL Financial LLC |
| <0.01% | 0.01% | #52 | $21.7M | 193,635 | $20.9M | 214,272 | -20,637-9.63% | Reduce |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #31 | $14.8M | 132,456 | $12.4M | 127,427 | +5,029+3.95% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #76 | $12.9M | 114,985 | $11.8M | 121,030 | -6,045-4.99% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #58 | $10.3M | 92,231 | $6.2M | 63,964 | +28,267+44.19% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #69 | $9.4M | 84,241 | $5.9M | 60,149 | +24,092+40.05% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #71 | $9.1M | 81,343 | $8.8M | 90,245 | -8,902-9.86% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #60 | $5.0M | 44,317 | $3.6M | 37,198 | +7,119+19.14% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.01% | <0.01% | #41 | $4.9M | 43,836 | $548,959 | 5,626 | +38,210+679.17% | Add |
| TRUIST FINANCIAL CORP |
| 0.01% | 0.01% | #46 | $4.6M | 41,272 | $4.0M | 41,036 | +236+0.58% | Add |
| MAI Capital Management |
| 0.01% | 0.02% | #36 | $3.2M | 28,940 | $2.8M | 28,932 | +8+0.03% | Add |
| HighPoint Advisor Group LLC |
| 0.11% | 0.12% | #12 | $3.2M | 28,741 | $2.8M | 30,050 | -1,309-4.36% | Reduce |
| Great Diamond Partners, LLC |
| 0.49% | 0.48% | #4 | $2.9M | 25,482 | $2.5M | 25,307 | +175+0.69% | Add |
| FIFTH THIRD SECURITIES, INC. |
| 0.16% | 0.05% | #9 | $2.8M | 25,192 | $825,079 | 8,456 | +16,736+197.92% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #79 | $2.7M | 24,395 | $2.5M | 25,456 | -1,061-4.17% | Reduce |
| INDEPENDENT FINANCIAL GROUP, LLC |
| 0.04% | — | #22 | $2.3M | 20,675 | $0 | 0 | +20,675 | New Buy |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #81 | $2.2M | 19,773 | $1.7M | 17,236 | +2,537+14.72% | Add |
| Capital Asset Advisory Services LLC |
| 0.08% | 0.08% | #15 | $2.2M | 19,675 | $2.2M | 20,314 | -639-3.15% | Reduce |
| AXXCESS WEALTH MANAGEMENT, LLC |
| 0.04% | — | #24 | $2.2M | 19,675 | $0 | 0 | +19,675 | New Buy |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | <0.01% | #51 | $2.2M | 19,441 | $1.9M | 19,165 | +276+1.44% | Add |
| BNP PARIBAS FINANCIAL MARKETS |
| <0.01% | — | #73 | $2.2M | 19,392 | $0 | 0 | +19,392 | New Buy |
| Outlook Wealth Advisors, LLC |
| 0.46% | — | #5 | $2.2M | 19,316 | $0 | 0 | +19,316 | New Buy |
| Braeburn Wealth Management LLC |
| 0.79% | — | #2 | $1.8M | 16,415 | $0 | 0 | +16,415 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #63 | $1.6M | 14,487 | $1.4M | 14,183 | +304+2.14% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #90 | $1.6M | 14,455 | $1.6M | 16,201 | -1,746-10.78% | Reduce |
| Nilsine Partners, LLC |
| 0.11% | 0.12% | #13 | $1.6M | 14,095 | $1.5M | 13,691 | +404+2.95% | Add |
| Kestra Advisory Services, LLC |
| 0.01% | <0.01% | #49 | $1.6M | 14,024 | $1.2M | 12,612 | +1,412+11.20% | Add |
| Quantinno Capital Management LP |
| <0.01% | <0.01% | #66 | $1.5M | 13,041 | $843,335 | 8,643 | +4,398+50.89% | Add |
| Baird Financial Group, Inc. |
| <0.01% | <0.01% | #61 | $1.4M | 12,861 | $1.3M | 13,815 | -954-6.91% | Reduce |
| LEUTHOLD GROUP, LLC |
| 0.13% | 0.12% | #10 | $1.3M | 11,203 | $1.1M | 11,781 | -578-4.91% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #70 | $1.1M | 9,805 | $983,630 | 10,081 | -276-2.74% | Reduce |
| Hennion & Walsh Asset Management, Inc. |
| 0.03% | 0.02% | #28 | $885,274 | 7,900 | $717,163 | 7,350 | +550+7.48% | Add |
| Mariner, LLC |
| <0.01% | <0.01% | #74 | $864,767 | 7,717 | $752,973 | 7,717 | 00.00% | Unchanged |
| Accel Wealth Management |
| 0.19% | 0.21% | #8 | $846,487 | 7,554 | $795,093 | 8,149 | -595-7.30% | Reduce |
| Equitable Holdings, Inc. |
| 0.01% | <0.01% | #50 | $845,673 | 7,547 | $625,519 | 6,411 | +1,136+17.72% | Add |
| IBEX WEALTH ADVISORS |
| 0.06% | 0.07% | #18 | $814,445 | 7,268 | $726,519 | 7,446 | -178-2.39% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #82 | $814,095 | 7,265 | $4.8M | 48,958 | -41,693-85.16% | Reduce |
| EP Wealth Advisors, LLC |
| <0.01% | <0.01% | #59 | $732,536 | 6,537 | $657,741 | 6,741 | -204-3.03% | Reduce |
| Private Advisor Group, LLC |
| <0.01% | <0.01% | #56 | $691,959 | 6,175 | $573,843 | 5,881 | +294+5.00% | Add |
| FMR LLC |
| <0.01% | <0.01% | #103 | $690,532 | 6,162 | $577,712 | 5,921 | +241+4.07% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #101 | $654,655 | 5,842 | $2.4M | 24,532 | -18,690-76.19% | Reduce |
| Wealthcare Advisory Partners LLC |
| 0.01% | 0.01% | #35 | $649,324 | 5,794 | $486,466 | 4,986 | +808+16.21% | Add |
| Elm3 Financial Group, LLC |
| 0.43% | 0.5% | #6 | $631,796 | 5,638 | $587,684 | 6,023 | -385-6.39% | Reduce |
| OneAscent Financial Services LLC |
| 0.03% | 0.03% | #26 | $614,677 | 5,485 | $536,604 | 5,500 | -15-0.27% | Reduce |
| Prospera Financial Services Inc |
| 0.01% | 0.01% | #43 | $571,950 | 5,101 | $377,872 | 3,872 | +1,229+31.74% | Add |
| Sound Income Strategies, LLC |
| 0.03% | 0.02% | #27 | $569,153 | 5,079 | $359,864 | 3,616 | +1,463+40.46% | Add |
| SOA Wealth Advisors, LLC. |
| 0.04% | 0.09% | #23 | $536,488 | 4,788 | $466,675 | 4,783 | +5+0.10% | Add |
| Coppell Advisory Solutions LLC |
| 0.04% | — | #21 | $535,679 | 189 | $0 | 0 | +189 | New Buy |