| MORGAN STANLEY |
| <0.01% | <0.01% | #63 | $17.6M | 1.2M | $13.9M | 853,771 | +346,015+40.53% | Add |
| Penserra Capital Management LLC |
| 0.13% | 0.19% | #11 | $17.2M | 1.2M | $16.2M | 1.1M | +44,621+3.96% | Add |
| EVERGREEN CAPITAL MANAGEMENT LLC |
| 0.24% | 0.29% | #2 | $13.9M | 946,524 | $13.2M | 916,288 | +30,236+3.30% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #55 | $11.4M | 773,713 | $10.1M | 701,399 | +72,314+10.31% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #57 | $9.4M | 636,569 | $8.2M | 566,807 | +69,762+12.31% | Add |
| EP Wealth Advisors, LLC |
| 0.03% | 0.04% | #22 | $7.5M | 513,166 | $7.8M | 544,068 | -30,902-5.68% | Reduce |
| Invesco Ltd. |
| <0.01% | <0.01% | #71 | $6.2M | 422,875 | $5.6M | 387,596 | +35,279+9.10% | Add |
| GUGGENHEIM CAPITAL LLC |
| 0.03% | 0.04% | #21 | $4.6M | 312,458 | $4.5M | 313,131 | -673-0.21% | Reduce |
| Rareview Capital LLC |
| 2.34% | 2.24% | #1 | $4.2M | 263,270 | $3.8M | 240,034 | +23,236+9.68% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #43 | $3.6M | 247,133 | $3.5M | 241,711 | +5,422+2.24% | Add |
| Stratos Wealth Advisors, LLC |
| 0.17% | 0.19% | #7 | $3.2M | 215,865 | $3.1M | 211,914 | +3,951+1.86% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #72 | $2.2M | 146,360 | $2.1M | 144,143 | +2,217+1.54% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #46 | $2.1M | 146,038 | $2.1M | 144,455 | +1,583+1.10% | Add |
| EASTERLY INVESTMENT PARTNERS LLC |
| 0.1% | 0.14% | #14 | $2.0M | 133,839 | $1.8M | 126,739 | +7,100+5.60% | Add |
| THRIVENT FINANCIAL FOR LUTHERANS |
| <0.01% | <0.01% | #44 | $1.7M | 115,699 | $1.5M | 106,922 | +8,777+8.21% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #59 | $1.5M | 104,950 | $1.3M | 92,887 | +12,063+12.99% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #76 | $1.5M | 99,573 | $2.3M | 160,781 | -61,208-38.07% | Reduce |
| Corient Private Wealth LLC |
| <0.01% | <0.01% | #62 | $1.4M | 99,215 | $1.4M | 98,240 | +975+0.99% | Add |
| Quantinno Capital Management LP |
| <0.01% | <0.01% | #56 | $1.3M | 90,854 | $465,837 | 32,304 | +58,550+181.25% | Add |
| NWF Advisory Services Inc. |
| 0.12% | 0.16% | #12 | $1.3M | 88,984 | $1.4M | 96,983 | -7,999-8.25% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #83 | $1.3M | 86,439 | $837,946 | 58,110 | +28,329+48.75% | Add |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
| 0.23% | 0.21% | #4 | $1.2M | 81,838 | $990,111 | 68,662 | +13,176+19.19% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #88 | $894,846 | 60,833 | $899,021 | 62,345 | -1,512-2.43% | Reduce |
| Baird Financial Group, Inc. |
| <0.01% | <0.01% | #60 | $892,618 | 60,681 | $862,749 | 59,830 | +851+1.42% | Add |
| Lido Advisors, LLC |
| <0.01% | <0.01% | #51 | $777,012 | 52,822 | $761,693 | 52,822 | 00.00% | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #66 | $653,069 | 44,396 | $582,045 | 40,364 | +4,032+9.99% | Add |
| US BANCORP \DE\ |
| <0.01% | <0.01% | #69 | $641,474 | 43,608 | $773,027 | 53,608 | -10,000-18.65% | Reduce |
| SHRIER WEALTH MANAGEMENT, LLC |
| 0.19% | 0.21% | #5 | $570,665 | 38,794 | $572,379 | 39,693 | -899-2.26% | Reduce |
| Beacon Pointe Advisors, LLC |
| <0.01% | <0.01% | #45 | $568,734 | 38,663 | $681,901 | 47,289 | -8,626-18.24% | Reduce |
| Advisory Solutions Group, LLC |
| 0.19% | — | #6 | $550,316 | 37,411 | $0 | 0 | +37,411 | New Buy |
| Ethos Financial Group, LLC |
| 0.04% | 0.04% | #18 | $548,301 | 37,274 | $586,172 | 38,212 | -938-2.45% | Reduce |
| PFG Investments, LLC |
| 0.02% | 0.03% | #23 | $544,458 | 37,013 | $536,942 | 37,236 | -223-0.60% | Reduce |
| BENJAMIN EDWARDS INC |
| <0.01% | 0.01% | #38 | $534,403 | 36,326 | $560,475 | 38,866 | -2,540-6.54% | Reduce |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #68 | $473,179 | 32,167 | $498,573 | 34,575 | -2,408-6.96% | Reduce |
| Oxbow Advisors, LLC |
| 0.04% | 0.04% | #19 | $448,787 | 30,509 | $439,940 | 30,509 | 00.00% | Unchanged |
| Gridiron Partners, LLC |
| 0.23% | 0.23% | #3 | $441,094 | 29,986 | $379,506 | 26,318 | +3,668+13.94% | Add |
| J.W. COLE ADVISORS, INC. |
| 0.01% | — | #34 | $438,077 | 29,781 | $0 | 0 | +29,781 | New Buy |
| Innovative Asset Advisors Group, LLC |
| 0.17% | — | #9 | $379,444 | 25,795 | $0 | 0 | +25,795 | New Buy |
| Apollon Wealth Management, LLC |
| <0.01% | 0.01% | #39 | $365,866 | 24,872 | $356,534 | 24,725 | +147+0.59% | Add |
| Triumph Capital Management |
| 0.07% | 0.07% | #16 | $361,894 | 24,602 | $354,584 | 24,590 | +12+0.05% | Add |
| Virtu Financial LLC |
| 0.01% | — | #29 | $337,433 | 22,939 | $0 | 0 | +22,939 | New Buy |
| Fisher Asset Management, LLC |
| <0.01% | <0.01% | #84 | $316,083 | 21,487 | $286,868 | 19,893 | +1,594+8.01% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #92 | $300,040 | 20,397 | $457,749 | 31,744 | -11,347-35.75% | Reduce |
| Creative Planning |
| <0.01% | <0.01% | #78 | $292,209 | 19,865 | $314,307 | 21,797 | -1,932-8.86% | Reduce |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #87 | $287,554 | 19,548 | $254,459 | 17,646 | +1,902+10.78% | Add |
| Maridea Wealth Management LLC |
| 0.03% | 0.03% | #20 | $280,147 | 19,045 | $217,010 | 15,049 | +3,996+26.55% | Add |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #65 | $270,748 | 18,406 | $251,738 | 17,458 | +948+5.43% | Add |
| NWAM LLC |
| 0.01% | 0.02% | #26 | $268,758 | 18,270 | $425,702 | 29,522 | -11,252-38.11% | Reduce |
| Mezzasalma Advisors, LLC |
| 0.05% | 0.07% | #17 | $267,583 | 18,191 | $264,039 | 18,311 | -120-0.66% | Reduce |
| StoneX Group Inc. |
| 0.01% | — | #30 | $252,115 | 16,932 | $0 | 0 | +16,932 | New Buy |
