| MORGAN STANLEY |
| <0.01% | <0.01% | #86 | $56.6M | 1.9M | $54.1M | 2.0M | -91,732-4.66% | Reduce |
| Karpus Management, Inc. |
| 1.21% | 1.38% | #4 | $42.0M | 1.4M | $43.7M | 1.6M | -243,109-14.85% | Reduce |
| WELLS FARGO & COMPANY/MN |
| 0.01% | 0.01% | #69 | $36.8M | 1.2M | $33.3M | 1.2M | -27,752-2.22% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #89 | $22.4M | 742,278 | $19.4M | 727,794 | +14,484+1.99% | Add |
| LPL Financial LLC |
| 0.01% | <0.01% | #72 | $22.3M | 740,519 | $17.0M | 636,887 | +103,632+16.27% | Add |
| Allspring Global Investments Holdings, LLC |
| 0.03% | 0.03% | #31 | $22.3M | 738,826 | $16.0M | 598,826 | +140,000+23.38% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #82 | $22.2M | 735,304 | $19.9M | 745,857 | -10,553-1.41% | Reduce |
| GUGGENHEIM CAPITAL LLC |
| 0.12% | 0.12% | #20 | $19.5M | 647,564 | $15.2M | 568,698 | +78,866+13.87% | Add |
| Invesco Ltd. |
| <0.01% | <0.01% | #104 | $18.5M | 613,256 | $20.8M | 779,442 | -166,186-21.32% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #79 | $12.8M | 425,446 | $11.2M | 419,171 | +6,275+1.50% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #121 | $10.3M | 343,339 | $10.0M | 375,648 | -32,309-8.60% | Reduce |
| HighTower Advisors, LLC |
| 0.01% | 0.01% | #64 | $7.9M | 261,637 | $7.0M | 263,418 | -1,781-0.68% | Reduce |
| Advisors Asset Management, Inc. |
| 0.12% | 0.11% | #21 | $7.9M | 261,137 | $6.5M | 243,838 | +17,299+7.09% | Add |
| 1607 Capital Partners, LLC |
| 0.64% | 0.65% | #7 | $7.4M | 245,130 | $9.0M | 335,968 | -90,838-27.04% | Reduce |
| Janney Montgomery Scott LLC |
| 0.01% | 0.02% | #50 | $7.1M | 236,913 | $6.3M | 235,769 | +1,144+0.49% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #65 | $6.5M | 214,358 | $5.7M | 212,827 | +1,531+0.72% | Add |
| Cypress Capital Management LLC (WY) |
| 4.97% | 4.49% | #1 | $5.9M | 192,683 | $4.9M | 177,931 | +14,752+8.29% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #112 | $5.2M | 173,377 | $5.1M | 189,571 | -16,194-8.54% | Reduce |
| D.A. DAVIDSON & CO. |
| 0.02% | 0.02% | #45 | $3.2M | 107,359 | $2.7M | 100,726 | +6,633+6.59% | Add |
| Advisor OS, LLC |
| 0.15% | 0.25% | #16 | $2.2M | 72,477 | $3.4M | 127,390 | -54,913-43.11% | Reduce |
| Huntleigh Advisors, Inc. |
| 0.26% | 0.11% | #10 | $1.9M | 62,716 | $614,826 | 23,053 | +39,663+172.05% | Add |
| PMG Family Office LLC |
| 1.73% | 1.83% | #2 | $1.9M | 60,839 | $1.6M | 60,228 | +611+1.01% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #93 | $1.8M | 61,181 | $1.7M | 65,532 | -4,351-6.64% | Reduce |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #101 | $1.8M | 59,971 | $1.5M | 55,703 | +4,268+7.66% | Add |
| MONECO ADVISORS, LLC |
| 0.11% | 0.13% | #22 | $1.8M | 59,742 | $1.6M | 60,746 | -1,004-1.65% | Reduce |
| NewEdge Advisors, LLC |
| 0.01% | 0.01% | #70 | $1.7M | 57,584 | $1.5M | 54,584 | +3,000+5.50% | Add |
| FIRST TRUST ADVISORS LP |
| <0.01% | <0.01% | #114 | $1.7M | 56,020 | $1.5M | 56,321 | -301-0.53% | Reduce |
| High Point Wealth Management, LLC |
| 1.33% | 1.15% | #3 | $1.6M | 53,804 | $1.2M | 44,553 | +9,251+20.76% | Add |
| IHT Wealth Management, LLC |
| 0.03% | — | #32 | $1.6M | 52,731 | $0 | 0 | +52,731 | New Buy |
| AXXCESS WEALTH MANAGEMENT, LLC |
| 0.02% | — | #41 | $1.4M | 46,420 | $0 | 0 | +46,420 | New Buy |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. |
| 0.18% | 0.2% | #14 | $1.4M | 46,015 | $1.2M | 46,515 | -500-1.07% | Reduce |
| Shaker Financial Services, LLC |
| 0.43% | — | #8 | $1.4M | 45,069 | $0 | 0 | +45,069 | New Buy |
| Shulman DeMeo Asset Management LLC |
| 0.25% | 0.26% | #11 | $1.3M | 44,170 | $1.2M | 45,829 | -1,659-3.62% | Reduce |
| Ionic Capital Management LLC |
| 0.19% | 0.13% | #13 | $1.3M | 43,447 | $1.8M | 66,113 | -22,666-34.28% | Reduce |
| Hennion & Walsh Asset Management, Inc. |
| 0.03% | 0.01% | #33 | $1.1M | 34,937 | $393,489 | 14,754 | +20,183+136.80% | Add |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #102 | $1.0M | 34,702 | $840,708 | 31,522 | +3,180+10.09% | Add |
| Arkadios Wealth Advisors |
| 0.01% | 0.01% | #49 | $955,136 | 31,690 | $841,904 | 31,567 | +123+0.39% | Add |
| &PARTNERS |
| <0.01% | <0.01% | #76 | $954,942 | 31,679 | $816,764 | 30,703 | +976+3.18% | Add |
| HUB Investment Partners, LLC |
| 0.02% | 0.02% | #47 | $863,307 | 28,643 | $750,841 | 28,153 | +490+1.74% | Add |
| Stratos Wealth Partners, LTD. |
| 0.01% | 0.01% | #63 | $855,835 | 28,395 | $796,090 | 29,849 | -1,454-4.87% | Reduce |
| Dakota Wealth Management |
| 0.02% | 0.02% | #46 | $845,127 | 28,040 | $959,988 | 35,995 | -7,955-22.10% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #142 | $806,960 | 26,774 | $582,545 | 21,843 | +4,931+22.57% | Add |
| Advisory Advocates, LLC |
| 0.66% | 0.7% | #5 | $773,031 | 25,648 | $681,205 | 25,542 | +106+0.42% | Add |
| Kestra Advisory Services, LLC |
| <0.01% | 0.01% | #91 | $745,605 | 24,738 | $2.0M | 73,344 | -48,606-66.27% | Reduce |
| Baird Financial Group, Inc. |
| <0.01% | <0.01% | #115 | $718,387 | 23,835 | $567,031 | 21,261 | +2,574+12.11% | Add |
| PNC FINANCIAL SERVICES GROUP, INC. |
| <0.01% | <0.01% | #132 | $709,586 | 23,543 | $717,770 | 26,913 | -3,370-12.52% | Reduce |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | <0.01% | #118 | $684,995 | 22,727 | $743,960 | 27,895 | -5,168-18.53% | Reduce |
| Private Advisor Group, LLC |
| <0.01% | <0.01% | #85 | $668,021 | 22,164 | $807,203 | 30,266 | -8,102-26.77% | Reduce |
| Alteri Wealth LLC |
| 0.17% | 0.18% | #15 | $626,599 | 20,790 | $553,642 | 20,759 | +31+0.15% | Add |
| PFG Investments, LLC |
| 0.02% | 0.04% | #39 | $594,850 | 19,736 | $756,768 | 28,375 | -8,639-30.45% | Reduce |
