| LPL Financial LLC |
| 0.03% | 0.03% | #19 | $115.5M | 3.1M | $105.1M | 2.8M | +267,403+9.47% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #24 | $22.5M | 601,687 | $22.0M | 590,611 | +11,076+1.88% | Add |
| ASSETMARK, INC |
| 0.03% | 0.03% | #17 | $17.0M | 455,472 | $16.7M | 449,535 | +5,937+1.32% | Add |
| ALLIANCEBERNSTEIN L.P. |
| <0.01% | <0.01% | #27 | $12.6M | 339,848 | $11.1M | 295,886 | +43,962+14.86% | Add |
| Bank of New York Mellon Corp |
| <0.01% | <0.01% | #32 | $11.6M | 310,267 | $11.6M | 313,132 | -2,865-0.91% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #31 | $10.1M | 269,296 | $9.9M | 266,505 | +2,791+1.05% | Add |
| Anderson Financial Strategies, LLC |
| 5.07% | 5% | #1 | $9.8M | 262,229 | $9.1M | 243,655 | +18,574+7.62% | Add |
| SageGuard Financial Group, LLC |
| 0.93% | 0.22% | #3 | $6.6M | 176,737 | $1.4M | 38,776 | +137,961+355.79% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | — | #46 | $6.1M | 164,472 | $0 | 0 | +164,472 | New Buy |
| IHT Wealth Management, LLC |
| 0.12% | 0.13% | #12 | $5.6M | 150,112 | $5.6M | 151,731 | -1,619-1.07% | Reduce |
| Stratos Wealth Partners, LTD. |
| 0.05% | 0.05% | #16 | $5.2M | 140,078 | $4.8M | 129,763 | +10,315+7.95% | Add |
| Advisory Resource Group |
| 0.77% | 0.84% | #4 | $5.1M | 136,439 | $4.9M | 130,928 | +5,511+4.21% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | 0.01% | #22 | $4.9M | 131,049 | $4.3M | 116,972 | +14,077+12.03% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #45 | $4.7M | 126,579 | $1.9M | 51,061 | +75,518+147.90% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #26 | $3.9M | 104,475 | $3.3M | 88,273 | +16,202+18.35% | Add |
| Western Wealth Management, LLC |
| 0.09% | 0.1% | #14 | $2.7M | 71,558 | $2.6M | 69,115 | +2,443+3.53% | Add |
| Fjell Capital, LLC |
| 1.25% | 1.41% | #2 | $1.8M | 49,134 | $1.8M | 49,436 | -302-0.61% | Reduce |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #33 | $1.3M | 36,129 | $1.3M | 33,715 | +2,414+7.16% | Add |
| Kingsview Wealth Management, LLC |
| 0.02% | 0.02% | #21 | $1.2M | 31,688 | $1.2M | 31,688 | 00.00% | Unchanged |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #29 | $1.2M | 31,490 | $1.2M | 31,130 | +360+1.16% | Add |
| Private Advisor Group, LLC |
| 0.01% | <0.01% | #25 | $1.2M | 30,915 | $235,717 | 6,338 | +24,577+387.77% | Add |
| VICTORY FINANCIAL GROUP, LLC |
| 0.12% | 0.12% | #13 | $1.1M | 29,482 | $953,939 | 25,650 | +3,832+14.94% | Add |
| Platform Technology Partners |
| 0.15% | 0.18% | #10 | $937,122 | 25,097 | $908,886 | 24,439 | +658+2.69% | Add |
| BETO FINANCIAL GROUP, LLC |
| 0.45% | 0.43% | #6 | $855,362 | 22,998 | $740,565 | 19,841 | +3,157+15.91% | Add |
| RHODES INVESTMENT ADVISORS INC /ADV |
| 0.48% | 0.6% | #5 | $646,916 | 17,325 | $696,383 | 18,725 | -1,400-7.48% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | — | #54 | $641,651 | 17,184 | $0 | 0 | +17,184 | New Buy |
| Sanctuary Advisors, LLC |
| <0.01% | <0.01% | #30 | $554,488 | 14,850 | $555,558 | 14,938 | -88-0.59% | Reduce |
| CAPTRUST FINANCIAL ADVISORS |
| <0.01% | <0.01% | #40 | $552,931 | 14,808 | $451,040 | 12,128 | +2,680+22.10% | Add |
| CAP Partners, LLC |
| 0.23% | — | #8 | $461,597 | 12,362 | $0 | 0 | +12,362 | New Buy |
| Redwood Financial Network Corp |
| 0.24% | 0.28% | #7 | $427,123 | 11,439 | $425,408 | 11,439 | 00.00% | Unchanged |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #39 | $420,934 | 11,273 | $435,000 | 11,688 | -415-3.55% | Reduce |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #42 | $343,736 | 9,206 | $683,264 | 18,372 | -9,166-49.89% | Reduce |
| M.E. ALLISON & CO., INC. |
| 0.17% | 0.2% | #9 | $298,720 | 8,000 | $297,520 | 8,000 | 00.00% | Unchanged |
| PRIVATE TRUST CO NA |
| 0.02% | 0.03% | #20 | $286,659 | 7,677 | $281,565 | 7,571 | +106+1.40% | Add |
| Sage Advisory Services, Ltd.Co. |
| 0.14% | 0.15% | #11 | $278,000 | 7,435 | $277,000 | 7,435 | 00.00% | Unchanged |
| Perigon Wealth Management, LLC |
| <0.01% | <0.01% | #28 | $253,203 | 6,781 | $237,570 | 6,388 | +393+6.15% | Add |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #43 | $229,936 | 6,158 | $3,347 | 90 | +6,068+6,742.22% | Add |
| FIFTH THIRD BANCORP |
| <0.01% | <0.01% | #51 | $214,220 | 5,737 | $303,954 | 8,173 | -2,436-29.81% | Reduce |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| <0.01% | <0.01% | #38 | $202,890 | 5,440 | $202,498 | 5,480 | -40-0.73% | Reduce |
| HighPoint Advisor Group LLC |
| 0.01% | — | #23 | $201,636 | 5,400 | $0 | 0 | +5,400 | New Buy |
| Wagner Wealth Management, LLC |
| 0.03% | 4.96% | #18 | $156,529 | 4,192 | $24.6M | 660,984 | -656,792-99.37% | Reduce |
| BITTERROOT CAPITAL ADVISORS LLC |
| 0.06% | 0.06% | #15 | $103,830 | 2,781 | $101,760 | 2,736 | +45+1.64% | Add |
| Allworth Financial LP |
| <0.01% | <0.01% | #49 | $94,717 | 2,537 | $93,608 | 2,517 | +20+0.79% | Add |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #48 | $80,020 | 2,143 | $105,917 | 2,848 | -705-24.75% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #59 | $74,381 | 1,992 | $75,605 | 1,992 | 00.00% | Unchanged |
| PNC FINANCIAL SERVICES GROUP, INC. |
| <0.01% | <0.01% | #56 | $61,424 | 1,645 | $61,178 | 1,645 | 00.00% | Unchanged |
| Global Retirement Partners, LLC |
| <0.01% | — | #41 | $47,160 | 1,263 | $0 | 0 | +1,263 | New Buy |
| EverSource Wealth Advisors, LLC |
| <0.01% | <0.01% | #37 | $33,251 | 891 | $1,197 | 32 | +859+2,684.38% | Add |
| UMB Bank, n.a. |
| <0.01% | — | #50 | $29,984 | 803 | $0 | 0 | +803 | New Buy |
| Rockefeller Capital Management L.P. |
| <0.01% | — | #58 | $18,147 | 486 | $0 | 0 | +486 | New Buy |
