| Sequoia Financial Advisors, LLC |
| 0.11% | 0.11% | #4 | $21.6M | 1.2M | $19.3M | 1.2M | +12,854+1.11% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.02% | #8 | $19.1M | 1.0M | $17.1M | 1.0M | +7,843+0.76% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #10 | $16.1M | 871,431 | $15.0M | 897,449 | -26,018-2.90% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #14 | $8.1M | 436,980 | $7.3M | 440,081 | -3,101-0.70% | Reduce |
| Equitable Holdings, Inc. |
| 0.04% | 0.04% | #5 | $7.2M | 388,339 | $6.4M | 385,775 | +2,564+0.66% | Add |
| Private Advisor Group, LLC |
| 0.02% | 0.02% | #9 | $5.2M | 279,792 | $5.3M | 315,283 | -35,491-11.26% | Reduce |
| Ballentine Partners, LLC |
| 0.04% | 0.04% | #6 | $3.1M | 166,536 | $2.8M | 166,536 | 00.00% | Unchanged |
| TRANSCEND CAPITAL ADVISORS, LLC |
| 0.19% | 0.21% | #2 | $2.7M | 148,879 | $2.6M | 156,509 | -7,630-4.88% | Reduce |
| Cerity Partners LLC |
| <0.01% | <0.01% | #12 | $2.3M | 124,280 | $2.3M | 135,100 | -10,820-8.01% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #19 | $2.0M | 108,847 | $1.8M | 106,266 | +2,581+2.43% | Add |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #13 | $1.9M | 105,121 | $1.7M | 103,716 | +1,405+1.35% | Add |
| Arkadios Wealth Advisors |
| 0.03% | 0.03% | #7 | $1.9M | 103,807 | $1.8M | 110,531 | -6,724-6.08% | Reduce |
| Worth Financial Advisory Group, LLC |
| 0.47% | 0.53% | #1 | $1.1M | 60,636 | $1.2M | 5,094 | +55,542+1,090.34% | Add |
| Copper Harbor Investment Advisors, LLC |
| 0.16% | — | #3 | $750,165 | 40,677 | $0 | 0 | +40,677 | New Buy |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #23 | $409,890 | 22,226 | $293,525 | 17,608 | +4,618+26.23% | Add |
| Advisory Services Network, LLC |
| <0.01% | — | #11 | $250,957 | 13,608 | $0 | 0 | +13,608 | New Buy |
| EP Wealth Advisors, LLC |
| <0.01% | <0.01% | #18 | $239,870 | 13,007 | $226,286 | 13,574 | -567-4.18% | Reduce |
| ASSETMARK, INC |
| <0.01% | <0.01% | #20 | $197,365 | 10,702 | $178,402 | 10,702 | 00.00% | Unchanged |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #21 | $140,020 | 7,592 | $138,003 | 8,279 | -687-8.30% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #25 | $114,000 | 6,164 | $476,000 | 28,565 | -22,401-78.42% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #26 | $97,120 | 5,266 | $24 | 1 | +5,265+526,500.00% | Add |
| IFP Advisors, Inc |
| <0.01% | <0.01% | #16 | $83,782 | 4,543 | $44,992 | 2,699 | +1,844+68.32% | Add |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
| <0.01% | <0.01% | #15 | $60,807 | 3,325 | $56,060 | 3,325 | 00.00% | Unchanged |
| UBS Group AG |
| <0.01% | <0.01% | #27 | $38,544 | 2,090 | $57,628 | 3,457 | -1,367-39.54% | Reduce |
| PRIVATE TRUST CO NA |
| <0.01% | <0.01% | #17 | $17,686 | 959 | $15,987 | 959 | 00.00% | Unchanged |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #22 | $16,506 | 895 | $15,090 | 895 | 00.00% | Unchanged |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #24 | $7,838 | 425 | $7,085 | 425 | 00.00% | Unchanged |
