| PRICE T ROWE ASSOCIATES INC /MD/ |
| 0.06% | 0.05% | #11 | $610.3M | 13.3M | $480.9M | 12.2M | +1.1M+9.24% | Add |
| LPL Financial LLC |
| 0.07% | 0.01% | #10 | $297.7M | 6.5M | $50.2M | 1.3M | +5.2M+410.27% | Add |
| Mason Investment Advisory Services, Inc. |
| 9.82% | 10.19% | #1 | $258.2M | 5.6M | $220.8M | 5.6M | +29,931+0.53% | Add |
| MORGAN STANLEY |
| <0.01% | — | #25 | $52.3M | 1.1M | $0 | 0 | +1.1M | New Buy |
| OneDigital Investment Advisors LLC |
| 0.22% | 0.22% | #5 | $25.5M | 557,359 | $22.6M | 573,981 | -16,622-2.90% | Reduce |
| Private Advisor Group, LLC |
| 0.08% | 0.06% | #9 | $16.9M | 369,482 | $13.8M | 350,410 | +19,072+5.44% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #24 | $14.7M | 321,872 | $11.7M | 298,062 | +23,810+7.99% | Add |
| Northwest Wealth Advisors, LLC |
| 3.88% | 3.09% | #2 | $6.7M | 147,514 | $4.3M | 109,900 | +37,614+34.23% | Add |
| INDEPENDENT FINANCIAL GROUP, LLC |
| 0.12% | — | #7 | $6.3M | 136,775 | $0 | 0 | +136,775 | New Buy |
| Cetera Investment Advisers |
| 0.01% | <0.01% | #21 | $5.9M | 129,130 | $3.6M | 90,713 | +38,417+42.35% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #31 | $5.8M | 127,455 | $3.9M | 98,186 | +29,269+29.81% | Add |
| FLAGSHIP WEALTH ADVISORS, LLC |
| 1.16% | 1.57% | #3 | $5.2M | 113,526 | $3.6M | 90,291 | +23,235+25.73% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | <0.01% | #20 | $4.6M | 101,323 | $2.8M | 70,541 | +30,782+43.64% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #32 | $3.3M | 74,707 | $1.7M | 45,437 | +29,270+64.42% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #34 | $3.3M | 71,265 | $1.3M | 31,897 | +39,368+123.42% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #22 | $3.2M | 71,008 | $2.8M | 71,056 | -48-0.07% | Reduce |
| KWB Wealth |
| 0.27% | 0.23% | #4 | $3.1M | 68,743 | $2.3M | 52,435 | +16,308+31.10% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | — | #38 | $1.2M | 26,815 | $0 | 0 | +26,815 | New Buy |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #42 | $782,818 | 17,122 | $0 | 0 | +17,122 | New Buy |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #40 | $751,317 | 16,433 | $581,749 | 14,799 | +1,634+11.04% | Add |
| Arkadios Wealth Advisors |
| 0.01% | 0.01% | #18 | $616,214 | 13,478 | $373,170 | 9,493 | +3,985+41.98% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | — | #39 | $599,000 | 13,094 | $0 | 0 | +13,094 | New Buy |
| Vertex Planning Partners, LLC |
| 0.08% | 0.08% | #8 | $527,805 | 11,544 | $388,316 | 9,878 | +1,666+16.87% | Add |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC |
| 0.04% | 0.04% | #12 | $478,140 | 10,458 | $435,053 | 10,458 | 00.00% | Unchanged |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #41 | $452,217 | 9,891 | $66,906 | 1,702 | +8,189+481.14% | Add |
| MONEY CONCEPTS CAPITAL CORP |
| 0.02% | 0.02% | #13 | $437,312 | 9,565 | $376,000 | 9,565 | 00.00% | Unchanged |
| GeoWealth Management, LLC |
| 0.01% | 0.01% | #17 | $424,007 | 9,274 | $332,877 | 8,468 | +806+9.52% | Add |
| WIN ADVISORS, INC |
| 0.15% | — | #6 | $418,521 | 9,154 | $0 | 0 | +9,154 | New Buy |
| RFG Advisory, LLC |
| 0.01% | — | #19 | $393,192 | 8,600 | $0 | 0 | +8,600 | New Buy |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #29 | $392,415 | 8,583 | $0 | 0 | +8,583 | New Buy |
| Keystone Financial Group |
| 0.02% | 0.02% | #14 | $346,101 | 7,570 | $297,578 | 7,570 | 00.00% | Unchanged |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #36 | $319,537 | 6,989 | $273,676 | 6,962 | +27+0.39% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #44 | $278,983 | 6,102 | $601,993 | 15,314 | -9,212-60.15% | Reduce |
| Stratos Wealth Partners, LTD. |
| <0.01% | — | #28 | $221,763 | 4,850 | $0 | 0 | +4,850 | New Buy |
| PRIVATE TRUST CO NA |
| 0.01% | — | #16 | $182,103 | 3,983 | $0 | 0 | +3,983 | New Buy |
| Geneos Wealth Management Inc. |
| <0.01% | 0.01% | #26 | $131,948 | 2,886 | $299,778 | 7,626 | -4,740-62.16% | Reduce |
| Capital Investment Advisory Services, LLC |
| <0.01% | <0.01% | #23 | $58,522 | 1,280 | $60,931 | 1,550 | -270-17.42% | Reduce |
| Global Retirement Partners, LLC |
| <0.01% | — | #35 | $51,572 | 1,128 | $0 | 0 | +1,128 | New Buy |
| VANGUARD ADVISERS INC |
| <0.01% | — | #37 | $39,959 | 874 | $0 | 0 | +874 | New Buy |
| Strategic Wealth Partners, Ltd. |
| <0.01% | <0.01% | #27 | $37,046 | 810 | $31,852 | 810 | 00.00% | Unchanged |
| Comprehensive Financial Planning, Inc./PA |
| 0.02% | 0.02% | #15 | $33,429 | 731 | $28,742 | 731 | 00.00% | Unchanged |
| ASSETMARK, INC |
| <0.01% | — | #43 | $33,330 | 729 | $0 | 0 | +729 | New Buy |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | — | #46 | $16,966 | 371 | $0 | 0 | +371 | New Buy |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #50 | $16,391 | 364 | $103,658 | 2,743 | -2,379-86.73% | Reduce |
| BANK OF MONTREAL /CAN/ |
| <0.01% | — | #47 | $11,270 | 261 | $0 | 0 | +261 | New Buy |
| Tradewinds Capital Management, LLC |
| <0.01% | <0.01% | #33 | $5,990 | 131 | $5,150 | 131 | 00.00% | Unchanged |
| NewEdge Advisors, LLC |
| <0.01% | — | #45 | $4,663 | 102 | $0 | 0 | +102 | New Buy |
| Signature Equity Partners, LLC |
| <0.01% | <0.01% | #30 | $3,612 | 79 | $3,105 | 79 | 00.00% | Unchanged |
| Qube Research & Technologies Ltd |
| <0.01% | — | #48 | $1,829 | 40 | $0 | 0 | +40 | New Buy |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #49 | $1,280 | 28 | $0 | 0 | +28 | New Buy |