| AMERICAN CENTURY COMPANIES INC |
| 0.06% | 0.06% | #10 | $135.8M | 1.9M | $122.8M | 1.9M | +60,340+3.20% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.02% | 0.02% | #14 | $64.5M | 924,716 | $56.8M | 872,969 | +51,747+5.93% | Add |
| Private Advisor Group, LLC |
| 0.2% | 0.18% | #5 | $44.2M | 634,114 | $39.4M | 605,619 | +28,495+4.71% | Add |
| Pinnacle Financial Partners, Inc. |
| 0.11% | 0.11% | #8 | $15.6M | 223,276 | $14.8M | 228,169 | -4,893-2.14% | Reduce |
| Stratos Wealth Advisors, LLC |
| 0.56% | 0.57% | #2 | $10.1M | 145,152 | $9.2M | 141,603 | +3,549+2.51% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #18 | $8.4M | 120,990 | $7.6M | 116,534 | +4,456+3.82% | Add |
| Ameritas Advisory Services, LLC |
| 0.12% | 0.12% | #7 | $5.8M | 83,699 | $3.2M | 49,349 | +34,350+69.61% | Add |
| Kingsview Wealth Management, LLC |
| 0.03% | 0.1% | #13 | $1.7M | 26,623 | $7.4M | 113,969 | -87,346-76.64% | Reduce |
| Rubicon Advisors, GP |
| 1.23% | 1.9% | #1 | $1.7M | 24,220 | $2.2M | 33,570 | -9,350-27.85% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #22 | $1.5M | 21,496 | $1.1M | 16,681 | +4,815+28.87% | Add |
| Heritage Wealth Advisors |
| 0.04% | 0.04% | #12 | $1.2M | 17,274 | $1.1M | 17,274 | 00.00% | Unchanged |
| Sunpointe, LLC |
| 0.26% | 0.28% | #3 | $912,245 | 13,086 | $850,870 | 13,086 | 00.00% | Unchanged |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #30 | $825,669 | 11,844 | $761,721 | 11,715 | +129+1.10% | Add |
| Financial Engines Advisors L.L.C. |
| <0.01% | <0.01% | #21 | $780,072 | 11,190 | $727,589 | 11,190 | 00.00% | Unchanged |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #29 | $774,355 | 11,108 | $684,740 | 10,531 | +577+5.48% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #20 | $749,677 | 10,754 | $699,000 | 10,754 | 00.00% | Unchanged |
| BEAM WEALTH ADVISORS, INC. |
| 0.19% | 0.18% | #6 | $734,886 | 11,302 | $734,886 | 11,302 | 00.00% | Unchanged |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #23 | $677,824 | 9,723 | $628,532 | 9,666 | +57+0.59% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #28 | $602,000 | 8,635 | $431,000 | 6,626 | +2,009+30.32% | Add |
| Worth Financial Advisory Group, LLC |
| 0.24% | 1.65% | #4 | $576,863 | 8,275 | $3.7M | 4,707 | +3,568+75.80% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #31 | $437,750 | 6,299 | $64,171 | 1,000 | +5,299+529.90% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #26 | $411,855 | 5,908 | $472,706 | 7,270 | -1,362-18.73% | Reduce |
| WealthBridge Capital Management, LLC |
| 0.08% | 0.08% | #9 | $393,243 | 5,641 | $366,786 | 5,641 | 00.00% | Unchanged |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #24 | $259,056 | 3,713 | $229,395 | 3,537 | +176+4.98% | Add |
| Investment Advisory Group, LLC |
| 0.05% | 0.06% | #11 | $250,961 | 3,600 | $234,077 | 3,600 | 00.00% | Unchanged |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #19 | $242,223 | 3,475 | $225,366 | 3,475 | 00.00% | Unchanged |
| FMR LLC |
| <0.01% | <0.01% | #32 | $91,367 | 1,311 | $63,136 | 971 | +340+35.02% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #27 | $87,834 | 1,260 | $409,603 | 6,300 | -5,040-80.00% | Reduce |
| PRIVATE TRUST CO NA |
| <0.01% | <0.01% | #17 | $28,651 | 411 | $26,724 | 411 | 00.00% | Unchanged |
| MORGAN STANLEY |
| <0.01% | <0.01% | #33 | $11,335 | 162 | $10,379 | 161 | +1+0.62% | Add |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #25 | $8,338 | 120 | $72,464 | 1,114 | -994-89.23% | Reduce |
| Key Capital Management, INC |
| <0.01% | <0.01% | #16 | $4,709 | 68 | $4,367 | 67 | +1+1.49% | Add |
| Harbor Asset Planning, Inc. |
| <0.01% | <0.01% | #15 | $3,615 | 52 | $3,352 | 52 | 00.00% | Unchanged |
