| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #19 | $56.9M | 1.2M | $51.2M | 1.0M | +126,578+12.20% | Add |
| Betterment LLC |
| 0.08% | 0.08% | #10 | $44.4M | 908,825 | $42.3M | 856,115 | +52,710+6.16% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #21 | $42.2M | 863,767 | $42.6M | 862,526 | +1,241+0.14% | Add |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| 0.19% | 0.19% | #5 | $34.8M | 713,247 | $30.6M | 620,337 | +92,910+14.98% | Add |
| ELEVATION POINT WEALTH PARTNERS, LLC |
| 0.43% | 0.05% | #2 | $23.1M | 471,983 | $2.3M | 46,441 | +425,542+916.31% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.22% | 0.02% | #3 | $23.0M | 471,582 | $2.2M | 44,367 | +427,215+962.91% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #24 | $14.1M | 287,632 | $1.3M | 26,725 | +260,907+976.27% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #30 | $10.3M | 210,848 | $6.8M | 137,056 | +73,792+53.84% | Add |
| Private Advisor Group, LLC |
| 0.04% | 0.05% | #13 | $9.6M | 197,046 | $11.1M | 225,714 | -28,668-12.70% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #36 | $8.8M | 179,379 | $6.6M | 132,200 | +47,179+35.69% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #22 | $8.5M | 173,223 | $7.8M | 158,831 | +14,392+9.06% | Add |
| PRINCIPAL SECURITIES, INC. |
| 0.09% | 0.1% | #9 | $7.2M | 148,308 | $6.8M | 136,786 | +11,522+8.42% | Add |
| Envestnet Portfolio Solutions, Inc. |
| 0.03% | 0.03% | #16 | $5.9M | 120,623 | $5.2M | 105,970 | +14,653+13.83% | Add |
| Sowell Financial Services LLC |
| 0.12% | 0.07% | #8 | $3.6M | 73,604 | $2.0M | 40,836 | +32,768+80.24% | Add |
| Keebeck Wealth Management |
| 0.2% | 0.24% | #4 | $2.1M | 42,120 | $2.1M | 43,037 | -917-2.13% | Reduce |
| Lifetime Wealth Management P.C. |
| 1% | 0.63% | #1 | $1.7M | 34,928 | $1.1M | 22,280 | +12,648+56.77% | Add |
| FLOW TRADERS U.S. LLC |
| 0.06% | — | #11 | $1.4M | 27,712 | $0 | 0 | +27,712 | New Buy |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #44 | $1.3M | 26,146 | $1.8M | 36,033 | -9,887-27.44% | Reduce |
| CoreCap Advisors, LLC |
| 0.03% | 0.03% | #15 | $1.0M | 20,931 | $936,059 | 18,960 | +1,971+10.40% | Add |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #26 | $855,980 | 17,522 | $799,519 | 16,195 | +1,327+8.19% | Add |
| Bank of New York Mellon Corp |
| <0.01% | <0.01% | #43 | $654,221 | 13,392 | $618,147 | 12,521 | +871+6.96% | Add |
| LifePlan Investment Advisors, Inc. |
| 0.19% | 0.21% | #6 | $547,120 | 11,200 | $532,554 | 10,787 | +413+3.83% | Add |
| Integrated Wealth Concepts LLC |
| <0.01% | <0.01% | #27 | $516,911 | 10,581 | $402,759 | 8,158 | +2,423+29.70% | Add |
| Founders Financial Alliance, LLC |
| 0.05% | <0.01% | #12 | $386,160 | 7,905 | $12,540 | 254 | +7,651+3,012.20% | Add |
| CATALYST PRIVATE WEALTH, LLC |
| 0.14% | 0.16% | #7 | $293,100 | 6,000 | $296,220 | 6,000 | 00.00% | Unchanged |
| Sanctuary Advisors, LLC |
| <0.01% | <0.01% | #32 | $281,727 | 5,767 | $268,748 | 5,444 | +323+5.93% | Add |
| Legacy Advisors, LLC |
| 0.02% | 0.03% | #17 | $271,920 | 5,566 | $262,572 | 5,318 | +248+4.66% | Add |
| PRIVATE TRUST CO NA |
| 0.02% | 0.02% | #18 | $241,759 | 4,949 | $244,530 | 4,953 | -4-0.08% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #38 | $216,594 | 4,434 | $161,978 | 3,281 | +1,153+35.14% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #51 | $210,078 | 4,286 | $390,013 | 7,903 | -3,617-45.77% | Reduce |
| Beacon Financial Advisory LLC |
| 0.04% | — | #14 | $209,048 | 4,279 | $0 | 0 | +4,279 | New Buy |
| Global Retirement Partners, LLC |
| <0.01% | — | #28 | $159,145 | 3,258 | $0 | 0 | +3,258 | New Buy |
| Transamerica Financial Advisors, LLC |
| 0.01% | 0.01% | #20 | $157,053 | 3,215 | $97,213 | 1,969 | +1,246+63.28% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #48 | $131,000 | 2,676 | $131,000 | 2,653 | +23+0.87% | Add |
| Ashton Thomas Private Wealth, LLC |
| <0.01% | — | #31 | $78,990 | 1,617 | $0 | 0 | +1,617 | New Buy |
| Cornerstone Planning Group LLC |
| 0.01% | 0.01% | #23 | $41,721 | 869 | $43,003 | 869 | 00.00% | Unchanged |
| Allworth Financial LP |
| <0.01% | <0.01% | #45 | $18,531 | 379 | $18,779 | 380 | -1-0.26% | Reduce |
| EFG International AG |
| <0.01% | <0.01% | #37 | $17,098 | 350 | $16,391 | 332 | +18+5.42% | Add |
| Johnson Financial Group, Inc. |
| <0.01% | — | #35 | $15,095 | 309 | $0 | 0 | +309 | New Buy |
| UMB Bank, n.a. |
| <0.01% | <0.01% | #39 | $14,753 | 302 | $14,910 | 302 | 00.00% | Unchanged |
| FRANKLIN RESOURCES INC |
| <0.01% | — | #54 | $14,264 | 292 | $0 | 0 | +292 | New Buy |
| SOA Wealth Advisors, LLC. |
| <0.01% | <0.01% | #33 | $10,510 | 215 | $11,554 | 234 | -19-8.12% | Reduce |
| Cordgrass Capital Advisors, LLC |
| <0.01% | <0.01% | #25 | $9,428 | 193 | $9,528 | 193 | 00.00% | Unchanged |
| AE Wealth Management LLC |
| <0.01% | — | #47 | $8,940 | 183 | $0 | 0 | +183 | New Buy |
| Rockefeller Capital Management L.P. |
| <0.01% | — | #50 | $7,914 | 162 | $0 | 0 | +162 | New Buy |
| Spectrum Wealth Advisory Group, LLC |
| <0.01% | — | #29 | $7,221 | 148 | $0 | 0 | +148 | New Buy |
| Russell Investments Group, Ltd. |
| <0.01% | — | #53 | $4,237 | 87 | $0 | 0 | +87 | New Buy |
| FMR LLC |
| <0.01% | <0.01% | #56 | $3,926 | 80 | $3,653 | 74 | +6+8.11% | Add |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
| <0.01% | — | #42 | $3,373 | 70 | $0 | 0 | +70 | New Buy |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
| <0.01% | <0.01% | #49 | $2,784 | 57 | $2,814 | 57 | 00.00% | Unchanged |
