| Gradient Investments LLC |
| 0.35% | — | #4 | $25.6M | 841,471 | $0 | 0 | +841,471 | New Buy |
| SageView Advisory Group, LLC |
| 0.26% | — | #6 | $7.9M | 259,720 | $0 | 0 | +259,720 | New Buy |
| Creative Planning |
| <0.01% | 0.01% | #41 | $7.9M | 259,720 | $7.9M | 270,771 | -11,051-4.08% | Reduce |
| HARBOUR INVESTMENTS, INC. |
| 0.06% | <0.01% | #19 | $4.4M | 143,417 | $264,285 | 9,104 | +134,313+1,475.32% | Add |
| SYON CAPITAL LLC |
| 0.14% | 0.06% | #12 | $3.2M | 106,165 | $1.2M | 40,156 | +66,009+164.38% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #49 | $3.1M | 102,100 | $2.8M | 98,029 | +4,071+4.15% | Add |
| CORRADO ADVISORS, LLC |
| 1.29% | 1.32% | #2 | $2.5M | 87,374 | $2.5M | 87,374 | 00.00% | Unchanged |
| Beacon Pointe Advisors, LLC |
| 0.01% | 0.01% | #34 | $2.4M | 78,031 | $2.2M | 75,843 | +2,188+2.88% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #48 | $2.3M | 74,994 | $1.6M | 53,900 | +21,094+39.14% | Add |
| Private Advisor Group, LLC |
| 0.01% | 0.01% | #36 | $2.2M | 71,965 | $2.1M | 73,615 | -1,650-2.24% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #62 | $2.1M | 70,339 | $2.0M | 70,203 | +136+0.19% | Add |
| MML INVESTORS SERVICES, LLC |
| <0.01% | 0.01% | #42 | $2.1M | 69,807 | $1.9M | 65,927 | +3,880+5.89% | Add |
| Bright Futures Wealth Management, LLC. |
| 1.29% | — | #1 | $2.0M | 65,675 | $0 | 0 | +65,675 | New Buy |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #65 | $1.8M | 60,583 | $1.5M | 52,488 | +8,095+15.42% | Add |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #52 | $1.8M | 59,325 | $660,656 | 22,758 | +36,567+160.68% | Add |
| Focus Partners Wealth |
| <0.01% | <0.01% | #53 | $1.6M | 54,000 | $1.6M | 55,902 | -1,902-3.40% | Reduce |
| MAI Capital Management |
| 0.01% | <0.01% | #40 | $1.6M | 52,137 | $32,049 | 1,104 | +51,033+4,622.55% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #51 | $1.5M | 50,506 | $782,311 | 26,949 | +23,557+87.41% | Add |
| PRIVATE CLIENT SERVICES, LLC |
| 0.39% | — | #3 | $1.5M | 48,588 | $0 | 0 | +48,588 | New Buy |
| Cerity Partners LLC |
| <0.01% | <0.01% | #55 | $1.3M | 42,283 | $952,606 | 32,815 | +9,468+28.85% | Add |
| Kestra Advisory Services, LLC |
| <0.01% | 0.01% | #45 | $1.1M | 37,582 | $1.4M | 46,553 | -8,971-19.27% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #64 | $1.0M | 33,099 | $794,163 | 27,357 | +5,742+20.99% | Add |
| Diligent Investors, LLC |
| 0.18% | 0.17% | #9 | $806,275 | 26,483 | $704,926 | 24,283 | +2,200+9.06% | Add |
| FIDUCIARY FINANCIAL GROUP, LLC |
| 0.08% | 0.09% | #18 | $745,050 | 24,472 | $654,676 | 22,552 | +1,920+8.51% | Add |
| Americana Partners, LLC |
| 0.02% | 0.07% | #31 | $735,277 | 24,151 | $2.7M | 92,179 | -68,028-73.80% | Reduce |
| CAPTRUST FINANCIAL ADVISORS |
| <0.01% | <0.01% | #58 | $700,235 | 23,000 | $667,681 | 23,000 | 00.00% | Unchanged |
| Beacon Financial Advisory LLC |
| 0.14% | 0.12% | #13 | $692,228 | 22,737 | $512,401 | 17,651 | +5,086+28.81% | Add |
| PFS Partners, LLC |
| 0.26% | 0.09% | #5 | $646,439 | 21,233 | $188,577 | 6,496 | +14,737+226.86% | Add |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #60 | $577,389 | 18,965 | $419,478 | 14,450 | +4,515+31.25% | Add |
| ACCESS FINANCIAL SERVICES, INC. |
| 0.17% | 1.26% | #10 | $533,336 | 17,518 | $3.6M | 122,321 | -104,803-85.68% | Reduce |
| Old Port Advisors |
| 0.1% | — | #15 | $531,570 | 17,460 | $0 | 0 | +17,460 | New Buy |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #57 | $514,886 | 16,912 | $471,000 | 16,227 | +685+4.22% | Add |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #56 | $509,771 | 16,744 | $320,342 | 11,035 | +5,709+51.74% | Add |
| Cornerstone Wealth Group, LLC |
| 0.03% | 0.04% | #26 | $502,434 | 16,503 | $548,977 | 18,453 | -1,950-10.57% | Reduce |
| Ballast Rock Private Wealth LLC |
| 0.23% | 0.26% | #7 | $489,525 | 16,079 | $466,767 | 16,079 | 00.00% | Unchanged |
| Cypress Wealth Services, LLC |
| 0.06% | — | #20 | $478,930 | 15,731 | $0 | 0 | +15,731 | New Buy |
| GILL CAPITAL PARTNERS, LLC |
| 0.13% | 0.13% | #14 | $458,197 | 15,050 | $436,895 | 15,050 | 00.00% | Unchanged |
| IFP Advisors, Inc |
| 0.01% | 0.01% | #37 | $451,926 | 14,844 | $243,268 | 8,380 | +6,464+77.14% | Add |
| OneDigital Investment Advisors LLC |
| <0.01% | — | #46 | $426,230 | 14,000 | $0 | 0 | +14,000 | New Buy |
| PFG Advisors |
| 0.02% | 0.02% | #28 | $419,563 | 13,781 | $407,227 | 14,028 | -247-1.76% | Reduce |
| Straight Path Wealth Management |
| 0.1% | 0.11% | #17 | $413,382 | 13,578 | $394,164 | 13,578 | 00.00% | Unchanged |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #61 | $390,729 | 12,794 | $314,173 | 10,752 | +2,042+18.99% | Add |
| OLD MISSION CAPITAL LLC |
| 0.01% | — | #39 | $387,290 | 12,721 | $0 | 0 | +12,721 | New Buy |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #68 | $385,769 | 12,671 | $420,087 | 14,471 | -1,800-12.44% | Reduce |
| Stonebridge Financial Group, LLC |
| 0.02% | 0.02% | #27 | $323,174 | 10,615 | $230,292 | 7,933 | +2,682+33.81% | Add |
| BCS Wealth Management |
| 0.06% | 0.06% | #22 | $316,294 | 10,389 | $301,588 | 10,389 | 00.00% | Unchanged |
| Lantz Financial LLC |
| 0.06% | 0.06% | #23 | $307,068 | 10,086 | $298,163 | 10,271 | -185-1.80% | Reduce |
| Trek Financial, LLC |
| 0.01% | 0.02% | #32 | $306,064 | 10,053 | $309,165 | 10,650 | -597-5.61% | Reduce |
| GTS FINANCIAL, LLC |
| 0.22% | — | #8 | $300,263 | 10,648 | $0 | 0 | +10,648 | New Buy |
| Brown Financial Advisors |
| 0.1% | — | #16 | $295,743 | 9,714 | $0 | 0 | +9,714 | New Buy |