| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.05% | 0.06% | #3 | $31.0M | 2.0M | $28.4M | 1.8M | +192,539+10.59% | Add |
| Focus Partners Wealth |
| 0.01% | 0.01% | #5 | $13.1M | 843,694 | $12.2M | 787,715 | +55,979+7.11% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #6 | $9.5M | 614,452 | $9.2M | 598,667 | +15,785+2.64% | Add |
| WADDELL & ASSOCIATES, LLC |
| 0.31% | 0.35% | #2 | $6.2M | 401,712 | $6.2M | 399,534 | +2,178+0.55% | Add |
| Mariner, LLC |
| <0.01% | 0.01% | #8 | $4.6M | 297,945 | $4.6M | 294,988 | +2,957+1.00% | Add |
| TRUIST FINANCIAL CORP |
| 0.01% | <0.01% | #7 | $4.5M | 292,340 | $1.9M | 120,003 | +172,337+143.61% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #10 | $4.3M | 278,866 | $1.7M | 106,993 | +171,873+160.64% | Add |
| Brightwater Advisory LLC |
| 2.38% | 2.51% | #1 | $3.8M | 242,109 | $3.8M | 245,581 | -3,472-1.41% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #12 | $2.4M | 155,578 | $2.2M | 144,462 | +11,116+7.69% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #9 | $882,820 | 56,845 | $1.1M | 68,553 | -11,708-17.08% | Reduce |
| CARY STREET PARTNERS FINANCIAL LLC |
| 0.01% | 0.02% | #4 | $685,231 | 44,122 | $644,228 | 41,709 | +2,413+5.79% | Add |
| Quantinno Capital Management LP |
| <0.01% | — | #14 | $312,359 | 20,113 | $0 | 0 | +20,113 | New Buy |
| CITADEL ADVISORS LLC |
| <0.01% | — | #15 | $270,738 | 17,433 | $0 | 0 | +17,433 | New Buy |
| MATHER GROUP, LLC. |
| <0.01% | — | #11 | $62,835 | 4,046 | $0 | 0 | +4,046 | New Buy |
| Farther Finance Advisors, LLC |
| <0.01% | — | #13 | $50,551 | 3,255 | $0 | 0 | +3,255 | New Buy |
| FIFTH THIRD BANCORP |
| <0.01% | — | #16 | $15,701 | 1,011 | $0 | 0 | +1,011 | New Buy |
| UBS Group AG |
| <0.01% | — | #17 | $1,258 | 81 | $0 | 0 | +81 | New Buy |
