| GOLDMAN SACHS GROUP INC |
| 0.02% | 0.02% | #15 | $225.5M | 3.3M | $218.5M | 3.8M | -464,770-12.33% | Reduce |
| LPL Financial LLC |
| 0.02% | 0.02% | #16 | $84.3M | 1.2M | $66.2M | 1.1M | +94,303+8.27% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #17 | $46.9M | 687,304 | $37.7M | 650,292 | +37,012+5.69% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #27 | $19.7M | 289,072 | $10.4M | 178,537 | +110,535+61.91% | Add |
| PRINCIPAL SECURITIES, INC. |
| 0.21% | 0.2% | #4 | $17.1M | 251,058 | $13.7M | 235,630 | +15,428+6.55% | Add |
| Envestnet Portfolio Solutions, Inc. |
| 0.06% | 0.05% | #8 | $11.9M | 173,918 | $9.3M | 160,712 | +13,206+8.22% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #19 | $9.6M | 140,197 | $7.8M | 134,681 | +5,516+4.10% | Add |
| Sowell Financial Services LLC |
| 0.25% | 0.13% | #3 | $7.6M | 111,005 | $3.5M | 60,559 | +50,446+83.30% | Add |
| Keebeck Wealth Management |
| 0.37% | 0.36% | #2 | $3.8M | 55,980 | $3.2M | 55,203 | +777+1.41% | Add |
| CoreCap Advisors, LLC |
| 0.09% | 0.07% | #7 | $3.1M | 44,745 | $2.1M | 35,607 | +9,138+25.66% | Add |
| ELEVATION POINT WEALTH PARTNERS, LLC |
| 0.04% | 0.04% | #9 | $2.4M | 35,409 | $1.9M | 33,346 | +2,063+6.19% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.02% | 0.02% | #14 | $2.4M | 35,197 | $1.9M | 32,284 | +2,913+9.02% | Add |
| NewEdge Advisors, LLC |
| 0.01% | 0.01% | #20 | $2.4M | 35,088 | $2.0M | 33,808 | +1,280+3.79% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #32 | $2.4M | 34,732 | $1.9M | 33,035 | +1,697+5.14% | Add |
| LifePlan Investment Advisors, Inc. |
| 0.47% | 0.46% | #1 | $1.4M | 20,116 | $1.2M | 20,082 | +34+0.17% | Add |
| Bank of New York Mellon Corp |
| <0.01% | <0.01% | #37 | $1.2M | 17,177 | $1.0M | 17,419 | -242-1.39% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | — | #40 | $1.0M | 15,117 | $0 | 0 | +15,117 | New Buy |
| Founders Financial Alliance, LLC |
| 0.14% | <0.01% | #5 | $1.0M | 14,964 | $17,916 | 309 | +14,655+4,742.72% | Add |
| Integrated Wealth Concepts LLC |
| <0.01% | <0.01% | #26 | $657,889 | 9,640 | $573,831 | 9,897 | -257-2.60% | Reduce |
| Orion Porfolio Solutions, LLC |
| <0.01% | <0.01% | #24 | $502,934 | 7,369 | $422,210 | 7,282 | +87+1.19% | Add |
| Beacon Financial Advisory LLC |
| 0.1% | 0.09% | #6 | $492,223 | 7,212 | $379,018 | 6,537 | +675+10.33% | Add |
| Syntegra Private Wealth Group, LLC |
| 0.04% | 0.02% | #10 | $453,385 | 6,643 | $230,876 | 3,982 | +2,661+66.83% | Add |
| PRIVATE TRUST CO NA |
| 0.03% | 0.03% | #11 | $393,052 | 5,759 | $335,356 | 5,784 | -25-0.43% | Reduce |
| Private Advisor Group, LLC |
| <0.01% | <0.01% | #28 | $357,358 | 5,236 | $591,953 | 10,209 | -4,973-48.71% | Reduce |
| Sanctuary Advisors, LLC |
| <0.01% | <0.01% | #29 | $350,737 | 5,139 | $297,090 | 5,124 | +15+0.29% | Add |
| Transamerica Financial Advisors, LLC |
| 0.03% | 0.01% | #12 | $313,916 | 4,599 | $173,269 | 2,988 | +1,611+53.92% | Add |
| Global Retirement Partners, LLC |
| <0.01% | — | #22 | $312,176 | 4,574 | $0 | 0 | +4,574 | New Buy |
| World Investment Advisors |
| 0.01% | <0.01% | #21 | $309,241 | 4,531 | $282,653 | 4,875 | -344-7.06% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | — | #34 | $257,850 | 3,778 | $0 | 0 | +3,778 | New Buy |
| Perigon Wealth Management, LLC |
| <0.01% | <0.01% | #23 | $252,525 | 3,700 | $214,526 | 3,700 | 00.00% | Unchanged |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #41 | $208,299 | 3,052 | $1.3M | 23,265 | -20,213-86.88% | Reduce |
| Ashton Thomas Private Wealth, LLC |
| <0.01% | — | #25 | $177,587 | 2,602 | $0 | 0 | +2,602 | New Buy |
| Cornerstone Planning Group LLC |
| 0.01% | 0.01% | #18 | $85,361 | 1,297 | $83,916 | 1,297 | 00.00% | Unchanged |
| MORGAN STANLEY |
| <0.01% | <0.01% | #44 | $84,820 | 1,242 | $11.7M | 185,063 | -183,821-99.33% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #38 | $75,961 | 1,113 | $64,530 | 1,113 | 00.00% | Unchanged |
| GeoWealth Management, LLC |
| <0.01% | <0.01% | #30 | $33,170 | 486 | $28,178 | 486 | 00.00% | Unchanged |
| Regatta Research & Money Management |
| 0.03% | — | #13 | $27,300 | 400 | $0 | 0 | +400 | New Buy |
| Johnson Financial Group, Inc. |
| <0.01% | — | #31 | $25,662 | 376 | $0 | 0 | +376 | New Buy |
| EFG International AG |
| <0.01% | <0.01% | #33 | $20,680 | 303 | $18,206 | 314 | -11-3.50% | Reduce |
| UMB Bank, n.a. |
| <0.01% | <0.01% | #36 | $17,745 | 260 | $8,697 | 150 | +110+73.33% | Add |
| FMR LLC |
| <0.01% | <0.01% | #48 | $16,812 | 246 | $12,957 | 223 | +23+10.31% | Add |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #39 | $15,357 | 225 | $3,769 | 65 | +160+246.15% | Add |
| Rockefeller Capital Management L.P. |
| <0.01% | — | #42 | $12,763 | 187 | $0 | 0 | +187 | New Buy |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
| <0.01% | — | #35 | $8,708 | 129 | $0 | 0 | +129 | New Buy |
| ROYAL BANK OF CANADA |
| <0.01% | — | #47 | $8,000 | 110 | $0 | 0 | +110 | New Buy |
| Russell Investments Group, Ltd. |
| <0.01% | — | #45 | $5,106 | 75 | $0 | 0 | +75 | New Buy |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
| <0.01% | <0.01% | #43 | $2,730 | 40 | $2,319 | 40 | 00.00% | Unchanged |
| ASSETMARK, INC |
| <0.01% | <0.01% | #46 | $1,092 | 16 | $928 | 16 | 00.00% | Unchanged |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #49 | $871 | 13 | $727 | 13 | 00.00% | Unchanged |
