| HighTower Advisors, LLC |
| 0.02% | 0.02% | #22 | $19.6M | 1.6M | $19.7M | 1.7M | -57,756-3.38% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #45 | $17.3M | 1.5M | $13.1M | 1.1M | +324,462+28.57% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #63 | $9.1M | 768,184 | $8.4M | 726,228 | +41,956+5.78% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #72 | $9.0M | 756,106 | $7.2M | 626,577 | +129,529+20.67% | Add |
| Stratos Investment Management, LLC |
| 0.32% | — | #4 | $8.8M | 744,760 | $0 | 0 | +744,760 | New Buy |
| CAPTRUST FINANCIAL ADVISORS |
| 0.01% | 0.01% | #28 | $8.1M | 683,996 | $7.6M | 662,919 | +21,077+3.18% | Add |
| MORGAN STANLEY |
| <0.01% | — | #76 | $8.1M | 683,128 | $0 | 0 | +683,128 | New Buy |
| Prentice Wealth Management LLC |
| 1.29% | 1.26% | #2 | $6.2M | 524,311 | $5.6M | 484,773 | +39,538+8.16% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #66 | $6.0M | 506,404 | $809,591 | 70,216 | +436,188+621.21% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #62 | $4.6M | 390,532 | $2.2M | 191,868 | +198,664+103.54% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #68 | $3.8M | 316,696 | $3.2M | 277,175 | +39,521+14.26% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #70 | $3.5M | 294,437 | $1.3M | 113,270 | +181,167+159.94% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #78 | $3.0M | 256,629 | $1.1M | 92,785 | +163,844+176.58% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #50 | $2.9M | 246,673 | $2.4M | 209,109 | +37,564+17.96% | Add |
| Palatine Hill Wealth Management, LLC |
| 1.95% | 1.87% | #1 | $2.4M | 203,333 | $2.2M | 186,752 | +16,581+8.88% | Add |
| Bensler, LLC |
| 0.2% | — | #7 | $2.3M | 190,856 | $0 | 0 | +190,856 | New Buy |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #49 | $2.3M | 189,947 | $2.2M | 191,065 | -1,118-0.59% | Reduce |
| BARNES PETTEY FINANCIAL ADVISORS, LLC |
| 0.63% | 0.84% | #3 | $2.0M | 169,118 | $1.9M | 167,354 | +1,764+1.05% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #55 | $1.9M | 162,603 | $1.3M | 111,863 | +50,740+45.36% | Add |
| &PARTNERS |
| 0.01% | 0.01% | #36 | $1.8M | 149,138 | $1.6M | 135,730 | +13,408+9.88% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #58 | $1.5M | 125,634 | $1.5M | 127,467 | -1,833-1.44% | Reduce |
| Elequin Capital, LP |
| 0.04% | — | #18 | $1.3M | 107,780 | $0 | 0 | +107,780 | New Buy |
| RIVERSEDGE ADVISORS, LLC |
| 0.17% | 0.21% | #8 | $1.3M | 106,735 | $1.3M | 114,093 | -7,358-6.45% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #75 | $1.2M | 103,016 | $636,597 | 55,598 | +47,418+85.29% | Add |
| Waverly Advisors, LLC |
| 0.01% | 0.01% | #40 | $1.1M | 91,452 | $1.2M | 101,646 | -10,194-10.03% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #82 | $1.1M | 90,460 | $868,000 | 75,309 | +15,151+20.12% | Add |
| McAdam, LLC |
| 0.04% | — | #15 | $1.0M | 86,983 | $0 | 0 | +86,983 | New Buy |
| Bank of New York Mellon Corp |
| <0.01% | <0.01% | #81 | $1.0M | 86,095 | $1.4M | 121,061 | -34,966-28.88% | Reduce |
| Creative Planning |
| <0.01% | <0.01% | #73 | $923,769 | 77,758 | $181,911 | 15,777 | +61,981+392.86% | Add |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #60 | $838,349 | 70,568 | $752,941 | 65,302 | +5,266+8.06% | Add |
| OLD MISSION CAPITAL LLC |
| 0.01% | 0.01% | #25 | $824,163 | 69,374 | $904,320 | 78,432 | -9,058-11.55% | Reduce |
| Strategic Financial Concepts, LLC |
| 0.21% | 0.17% | #5 | $692,022 | 58,251 | $681,086 | 59,071 | -820-1.39% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #89 | $627,739 | 52,840 | $0 | 0 | +52,840 | New Buy |
| Apollon Wealth Management, LLC |
| 0.01% | 0.01% | #34 | $625,102 | 52,618 | $606,686 | 52,618 | 00.00% | Unchanged |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #61 | $553,941 | 46,628 | $552,000 | 47,872 | -1,244-2.60% | Reduce |
| Bill Few Associates, Inc. |
| 0.1% | 0.09% | #10 | $462,156 | 38,902 | $389,714 | 33,800 | +5,102+15.09% | Add |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #67 | $460,977 | 38,803 | $386,157 | 33,491 | +5,312+15.86% | Add |
| Archer Investment Corp |
| 0.09% | 0.1% | #11 | $458,319 | 38,579 | $454,616 | 39,429 | -850-2.16% | Reduce |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #59 | $439,213 | 36,971 | $419,153 | 36,353 | +618+1.70% | Add |
| OPPENHEIMER & CO INC |
| <0.01% | <0.01% | #44 | $436,305 | 36,726 | $306,790 | 26,608 | +10,118+38.03% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | <0.01% | #74 | $419,411 | 35,304 | $406,824 | 35,284 | +20+0.06% | Add |
| Equitable Holdings, Inc. |
| <0.01% | — | #51 | $417,624 | 35,154 | $0 | 0 | +35,154 | New Buy |
| Pinnacle Financial Partners, Inc. |
| <0.01% | <0.01% | #48 | $410,098 | 34,520 | $364,972 | 31,654 | +2,866+9.05% | Add |
| Riverbend Wealth Management, LLC |
| 0.2% | — | #6 | $404,320 | 34,034 | $0 | 0 | +34,034 | New Buy |
| Avior Wealth Management, LLC |
| 0.01% | 0.01% | #29 | $402,824 | 34,937 | $402,824 | 34,937 | 00.00% | Unchanged |
| CULLEN/FROST BANKERS, INC. |
| <0.01% | <0.01% | #46 | $384,153 | 32,336 | $276,184 | 23,953 | +8,383+35.00% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #80 | $377,107 | 31,743 | $218,747 | 18,972 | +12,771+67.31% | Add |
| NATIXIS ADVISORS, LLC |
| <0.01% | — | #77 | $375,479 | 31,606 | $0 | 0 | +31,606 | New Buy |
| OneAscent Financial Services LLC |
| 0.02% | 0.02% | #23 | $332,986 | 28,029 | $320,489 | 27,796 | +233+0.84% | Add |
| INDEPENDENT FINANCIAL GROUP, LLC |
| 0.01% | — | #42 | $292,474 | 24,619 | $0 | 0 | +24,619 | New Buy |
