| Neuberger Berman Group LLC |
| 0.12% | 0.14% | #6 | $186.0M | 6.6M | $181.3M | 6.8M | -139,929-2.06% | Reduce |
| ASSETMARK, INC |
| 0.05% | 0.06% | #9 | $28.5M | 1.0M | $27.7M | 1.0M | -18,093-1.74% | Reduce |
| CARY STREET PARTNERS FINANCIAL LLC |
| 0.46% | 0.52% | #3 | $21.3M | 758,975 | $20.9M | 782,769 | -23,794-3.04% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #21 | $15.9M | 567,965 | $16.1M | 601,378 | -33,413-5.56% | Reduce |
| MARQUETTE ASSOCIATES, INC. |
| 9.44% | 13.45% | #1 | $13.0M | 462,368 | $12.4M | 462,368 | 00.00% | Unchanged |
| Wealthspire Advisors, LLC |
| 0.03% | 0.04% | #12 | $5.8M | 208,415 | $5.6M | 207,936 | +479+0.23% | Add |
| Proficio Capital Partners LLC |
| 0.21% | 0.3% | #4 | $5.8M | 207,525 | $5.6M | 208,425 | -900-0.43% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.01% | <0.01% | #18 | $4.9M | 176,163 | $2.1M | 77,055 | +99,108+128.62% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #32 | $3.7M | 133,036 | $3.2M | 118,525 | +14,511+12.24% | Add |
| FIFTH THIRD SECURITIES, INC. |
| 0.16% | 0.15% | #5 | $2.8M | 99,622 | $2.4M | 88,237 | +11,385+12.90% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #38 | $2.6M | 93,701 | $2.4M | 91,437 | +2,264+2.48% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.01% | <0.01% | #16 | $2.2M | 77,994 | $284,289 | 10,630 | +67,364+633.72% | Add |
| MARSHALL INVESTMENT MANAGEMENT, LLC |
| 0.84% | — | #2 | $2.0M | 71,901 | $0 | 0 | +71,901 | New Buy |
| MML INVESTORS SERVICES, LLC |
| <0.01% | 0.04% | #22 | $1.6M | 58,493 | $15.2M | 567,214 | -508,721-89.69% | Reduce |
| Equitable Holdings, Inc. |
| 0.01% | <0.01% | #17 | $1.4M | 51,647 | $663,806 | 24,342 | +27,305+112.17% | Add |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #28 | $1.1M | 37,745 | $1.0M | 38,050 | -305-0.80% | Reduce |
| HB Wealth Management, LLC |
| 0.01% | 0.01% | #20 | $902,110 | 32,202 | $935,970 | 34,997 | -2,795-7.99% | Reduce |
| OLD MISSION CAPITAL LLC |
| 0.01% | 0.01% | #15 | $893,957 | 31,911 | $494,362 | 18,485 | +13,426+72.63% | Add |
| J.W. COLE ADVISORS, INC. |
| 0.01% | — | #14 | $831,801 | 29,692 | $0 | 0 | +29,692 | New Buy |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #45 | $678,031 | 24,328 | $1.8M | 68,593 | -44,265-64.53% | Reduce |
| Cerity Partners LLC |
| <0.01% | <0.01% | #34 | $648,571 | 23,150 | $547,061 | 20,455 | +2,695+13.18% | Add |
| Savant Capital, LLC |
| <0.01% | <0.01% | #30 | $463,024 | 16,960 | $254,739 | 9,525 | +7,435+78.06% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.01% | <0.01% | #19 | $427,523 | 15,261 | $239,920 | 8,971 | +6,290+70.11% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #46 | $325,244 | 11,610 | $0 | 0 | +11,610 | New Buy |
| Fortitude Advisory Group L.L.C. |
| 0.12% | — | #7 | $319,385 | 11,401 | $0 | 0 | +11,401 | New Buy |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #40 | $307,567 | 10,979 | $293,622 | 10,979 | 00.00% | Unchanged |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #35 | $297,117 | 10,606 | $300,000 | 11,226 | -620-5.52% | Reduce |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #29 | $282,334 | 10,078 | $0 | 0 | +10,078 | New Buy |
| Concurrent Investment Advisors, LLC |
| <0.01% | <0.01% | #27 | $242,114 | 8,643 | $226,675 | 8,476 | +167+1.97% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #39 | $240,630 | 8,590 | $236,190 | 8,831 | -241-2.73% | Reduce |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC |
| 0.04% | 0.39% | #11 | $208,900 | 7,457 | $1.5M | 56,432 | -48,975-86.79% | Reduce |
| TFB Advisors LLC |
| 0.09% | — | #8 | $205,343 | 7,330 | $0 | 0 | +7,330 | New Buy |
| COMPASS FINANCIAL MANAGEMENT LLC |
| 0.02% | — | #13 | $130,077 | 4,583 | $0 | 0 | +4,583 | New Buy |
| PNC FINANCIAL SERVICES GROUP, INC. |
| <0.01% | <0.01% | #43 | $125,059 | 4,464 | $77,253 | 2,889 | +1,575+54.52% | Add |
| Capital Analysts, LLC |
| <0.01% | — | #25 | $100,066 | 3,572 | $0 | 0 | +3,572 | New Buy |
| Allworth Financial LP |
| <0.01% | <0.01% | #37 | $83,006 | 2,963 | $79,243 | 2,963 | 00.00% | Unchanged |
| Quest 10 Wealth Builders, Inc. |
| 0.04% | 0.05% | #10 | $54,880 | 1,959 | $52,392 | 1,959 | 00.00% | Unchanged |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #36 | $46,643 | 1,665 | $52,338 | 1,950 | -285-14.62% | Reduce |
| LANARK FINANCIAL, INC. |
| <0.01% | <0.01% | #26 | $31,291 | 1,117 | $29,873 | 1,117 | 00.00% | Unchanged |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #42 | $28,014 | 1,000 | $26,744 | 1,000 | 00.00% | Unchanged |
| Triumph Capital Management |
| <0.01% | <0.01% | #24 | $13,391 | 478 | $12,409 | 464 | +14+3.02% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #47 | $5,967 | 213 | $5,721 | 213 | 00.00% | Unchanged |
| Geneos Wealth Management Inc. |
| <0.01% | <0.01% | #41 | $5,208 | 186 | $4,871 | 182 | +4+2.20% | Add |
| Key Capital Management, INC |
| <0.01% | <0.01% | #23 | $4,902 | 175 | $4,680 | 175 | 00.00% | Unchanged |
| AMERIFLEX GROUP, INC. |
| <0.01% | <0.01% | #31 | $2,829 | 101 | $2,701 | 101 | 00.00% | Unchanged |
| Networth Advisors, LLC |
| <0.01% | <0.01% | #33 | $1,439 | 51 | $1,364 | 51 | 00.00% | Unchanged |
| Kingdom Financial Group LLC. |
| <0.01% | <0.01% | #44 | $160 | 6 | $150 | 6 | 00.00% | Unchanged |
