| Mariner, LLC |
| 0.06% | 0.07% | #14 | $58.5M | 1.3M | $57.2M | 1.3M | +35,652+2.73% | Add |
| Destination Wealth Management |
| 0.54% | 0.59% | #4 | $23.1M | 528,770 | $22.6M | 516,269 | +12,501+2.42% | Add |
| Octavia Wealth Advisors, LLC |
| 1.86% | 1.95% | #1 | $21.6M | 494,673 | $20.4M | 465,216 | +29,457+6.33% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #45 | $10.9M | 250,278 | $9.9M | 225,696 | +24,582+10.89% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.02% | 0.03% | #23 | $10.7M | 246,948 | $12.1M | 276,482 | -29,534-10.68% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #38 | $9.7M | 222,147 | $4.4M | 99,390 | +122,757+123.51% | Add |
| Global Retirement Partners, LLC |
| 0.13% | — | #10 | $8.7M | 199,344 | $0 | 0 | +199,344 | New Buy |
| LPL Financial LLC |
| <0.01% | <0.01% | #35 | $7.6M | 173,926 | $7.6M | 173,129 | +797+0.46% | Add |
| OneDigital Investment Advisors LLC |
| 0.06% | — | #15 | $6.9M | 157,263 | $0 | 0 | +157,263 | New Buy |
| UBS Group AG |
| <0.01% | <0.01% | #41 | $6.3M | 143,860 | $7.0M | 159,535 | -15,675-9.83% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #51 | $5.5M | 125,652 | $5.0M | 113,143 | +12,509+11.06% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #52 | $4.3M | 98,776 | $4.0M | 91,308 | +7,468+8.18% | Add |
| Summit Financial, LLC |
| 0.04% | 0.04% | #19 | $3.5M | 79,220 | $3.2M | 72,601 | +6,619+9.12% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #39 | $3.3M | 76,508 | $10.2M | 232,673 | -156,165-67.12% | Reduce |
| Cannon Financial Strategists, Inc. |
| 0.36% | 0.16% | #6 | $3.2M | 72,412 | $1.2M | 27,121 | +45,291+167.00% | Add |
| PFG Advisors |
| 0.13% | 0.34% | #11 | $2.6M | 60,367 | $7.1M | 161,077 | -100,710-62.52% | Reduce |
| Ethos Capital Management, Inc. |
| 1.82% | 8.28% | #2 | $2.6M | 58,646 | $9.7M | 220,238 | -161,592-73.37% | Reduce |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #54 | $2.4M | 55,127 | $2.1M | 47,856 | +7,271+15.19% | Add |
| IFP Advisors, Inc |
| 0.04% | — | #18 | $2.2M | 50,992 | $0 | 0 | +50,992 | New Buy |
| Steward Partners Investment Advisory, LLC |
| 0.01% | 0.01% | #24 | $2.0M | 46,294 | $2.1M | 48,027 | -1,733-3.61% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #34 | $1.7M | 38,805 | $1.5M | 35,194 | +3,611+10.26% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #29 | $1.4M | 32,768 | $791,000 | 18,049 | +14,719+81.55% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #53 | $1.4M | 31,538 | $1.9M | 43,630 | -12,092-27.71% | Reduce |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | <0.01% | #36 | $1.3M | 29,657 | $611,540 | 13,956 | +15,701+112.50% | Add |
| HRT FINANCIAL LP |
| <0.01% | — | #33 | $1.1M | 26,347 | $0 | 0 | +26,347 | New Buy |
| J. Mark Nickell & Co. |
| 0.69% | — | #3 | $867,256 | 16,311 | $0 | 0 | +16,311 | New Buy |
| FLOW TRADERS U.S. LLC |
| 0.03% | — | #20 | $844,322 | 19,360 | $0 | 0 | +19,360 | New Buy |
| Revisor Wealth Management LLC |
| 0.2% | — | #9 | $832,460 | 19,088 | $0 | 0 | +19,088 | New Buy |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #56 | $778,350 | 17,847 | $1.1M | 24,552 | -6,705-27.31% | Reduce |
| PHILLIPS FINANCIAL MANAGEMENT, LLC |
| 0.04% | 0.09% | #17 | $600,184 | 13,762 | $1.3M | 29,778 | -16,016-53.78% | Reduce |
| 5T Wealth, LLC |
| 0.22% | 0.43% | #8 | $594,471 | 13,631 | $1.1M | 24,784 | -11,153-45.00% | Reduce |
| Focus Partners Wealth |
| <0.01% | <0.01% | #49 | $497,479 | 11,407 | $499,855 | 11,407 | 00.00% | Unchanged |
| Reliant Investment Partners, LLC |
| 0.34% | 0.41% | #7 | $492,987 | 11,304 | $490,477 | 11,193 | +111+0.99% | Add |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #40 | $440,403 | 10,098 | $340,199 | 7,764 | +2,334+30.06% | Add |
| Betterment LLC |
| <0.01% | <0.01% | #43 | $420,460 | 9,641 | $292,000 | 6,654 | +2,987+44.89% | Add |
| DAYMARK WEALTH PARTNERS, LLC |
| 0.01% | — | #25 | $412,683 | 9,463 | $0 | 0 | +9,463 | New Buy |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #59 | $377,198 | 8,649 | $1.3M | 30,225 | -21,576-71.38% | Reduce |
| Charis Legacy Partners, LLC |
| 0.38% | 0.46% | #5 | $309,643 | 7,100 | $311,122 | 7,100 | 00.00% | Unchanged |
| Concurrent Investment Advisors, LLC |
| <0.01% | <0.01% | #32 | $267,122 | 6,125 | $273,042 | 6,231 | -106-1.70% | Reduce |
| PRINCIPAL SECURITIES, INC. |
| <0.01% | <0.01% | #30 | $266,337 | 6,107 | $267,609 | 6,107 | 00.00% | Unchanged |
| JGP Wealth Management, LLC |
| 0.02% | 0.03% | #22 | $251,029 | 5,756 | $252,228 | 5,756 | 00.00% | Unchanged |
| NewEdge Advisors, LLC |
| <0.01% | — | #44 | $236,157 | 5,415 | $0 | 0 | +5,415 | New Buy |
| BANK OF MONTREAL /CAN/ |
| <0.01% | <0.01% | #58 | $212,171 | 4,865 | $222,913 | 5,087 | -222-4.36% | Reduce |
| Comprehensive Money Management Services LLC |
| 0.13% | 0.14% | #12 | $208,682 | 4,785 | $209,679 | 4,785 | 00.00% | Unchanged |
| CHAPMAN FINANCIAL GROUP, LLC |
| 0.07% | 0.07% | #13 | $98,430 | 2,257 | $98,900 | 2,257 | 00.00% | Unchanged |
| BLAIR WILLIAM & CO/IL |
| <0.01% | <0.01% | #55 | $73,878 | 1,694 | $76,510 | 1,746 | -52-2.98% | Reduce |
| Godfrey Financial Associates, Inc. |
| 0.04% | 0.05% | #16 | $57,480 | 1,318 | $57,755 | 1,318 | 00.00% | Unchanged |
| EASTERN BANK |
| <0.01% | <0.01% | #46 | $43,961 | 1,008 | $44,171 | 1,008 | 00.00% | Unchanged |
| Kopp Family Office, LLC |
| 0.02% | 0.03% | #21 | $39,730 | 911 | $39,920 | 911 | 00.00% | Unchanged |
| LANARK FINANCIAL, INC. |
| <0.01% | <0.01% | #31 | $39,250 | 900 | $39,438 | 900 | 00.00% | Unchanged |
