| AE Wealth Management LLC |
| 0.09% | 0.11% | #13 | $19.7M | 246,742 | $19.7M | 254,825 | -8,083-3.17% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #39 | $10.5M | 130,841 | $10.1M | 130,708 | +133+0.10% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #51 | $9.3M | 116,218 | $6.8M | 88,474 | +27,744+31.36% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #56 | $8.9M | 111,605 | $6.7M | 91,729 | +19,876+21.67% | Add |
| STATE STREET CORP |
| <0.01% | <0.01% | #64 | $7.0M | 87,600 | $6.8M | 87,600 | 00.00% | Unchanged |
| Corient Private Wealth LLC |
| <0.01% | 0.01% | #34 | $4.1M | 50,950 | $3.9M | 50,949 | +1+0.00% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #44 | $3.9M | 49,333 | $3.2M | 41,665 | +7,668+18.40% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #50 | $3.0M | 38,095 | $3.0M | 38,694 | -599-1.55% | Reduce |
| Wealthspire Advisors, LLC |
| 0.02% | 0.02% | #24 | $2.8M | 35,593 | $2.7M | 35,593 | 00.00% | Unchanged |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #59 | $2.4M | 29,426 | $2.4M | 30,756 | -1,330-4.32% | Reduce |
| Mariner, LLC |
| <0.01% | <0.01% | #37 | $2.3M | 29,017 | $2.3M | 30,131 | -1,114-3.70% | Reduce |
| CITIGROUP INC |
| <0.01% | <0.01% | #49 | $2.0M | 25,059 | $1.2M | 15,898 | +9,161+57.62% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| <0.01% | <0.01% | #38 | $1.6M | 19,716 | $1.5M | 19,685 | +31+0.16% | Add |
| Seneca Financial Advisors LLC |
| 0.38% | 0.41% | #5 | $1.5M | 18,419 | $1.4M | 18,297 | +122+0.67% | Add |
| KINGSWOOD WEALTH ADVISORS, LLC |
| 0.05% | 0.06% | #17 | $1.3M | 16,080 | $1.2M | 16,046 | +34+0.21% | Add |
| RICHARDS, MERRILL & PETERSON, INC. |
| 0.4% | 0.41% | #3 | $1.3M | 15,725 | $1.1M | 14,572 | +1,153+7.91% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #62 | $1.2M | 15,192 | $1.2M | 15,168 | +24+0.16% | Add |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #42 | $1.1M | 13,751 | $1.1M | 13,717 | +34+0.25% | Add |
| Key Capital Management, INC |
| 0.55% | 0.61% | #2 | $1.1M | 13,448 | $928,681 | 12,037 | +1,411+11.72% | Add |
| AQR CAPITAL MANAGEMENT LLC |
| <0.01% | <0.01% | #61 | $988,062 | 12,365 | $966,949 | 12,533 | -168-1.34% | Reduce |
| Crescent Sterling, Ltd. |
| 0.74% | 0.74% | #1 | $829,833 | 10,385 | $763,311 | 9,894 | +491+4.96% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #43 | $792,811 | 9,748 | $775,799 | 10,043 | -295-2.94% | Reduce |
| BROWN BROTHERS HARRIMAN & CO |
| <0.01% | <0.01% | #35 | $698,396 | 8,740 | $674,310 | 8,740 | 00.00% | Unchanged |
| LifeWealth Investments, LLC |
| 0.15% | 0.17% | #9 | $563,477 | 7,052 | $565,467 | 7,329 | -277-3.78% | Reduce |
| Simplicity Wealth,LLC |
| 0.02% | 0.03% | #21 | $532,287 | 6,661 | $485,998 | 6,299 | +362+5.75% | Add |
| Compagnie Lombard Odier SCmA |
| 0.01% | 0.01% | #28 | $502,222 | 6,285 | $530,036 | 6,870 | -585-8.52% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #74 | $470,259 | 5,885 | $0 | 0 | +5,885 | New Buy |
| B.O.S.S. Retirement Advisors, LLC |
| 0.12% | 0.15% | #10 | $452,860 | 5,667 | $503,069 | 6,520 | -853-13.08% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #53 | $435,739 | 5,453 | $236,690 | 3,068 | +2,385+77.74% | Add |
| Quest 10 Wealth Builders, Inc. |
| 0.31% | 0.35% | #6 | $404,894 | 5,067 | $397,720 | 5,155 | -88-1.71% | Reduce |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #60 | $383,822 | 4,803 | $397,974 | 5,158 | -355-6.88% | Reduce |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| <0.01% | <0.01% | #32 | $380,041 | 4,756 | $372,829 | 4,832 | -76-1.57% | Reduce |
| Ascentis Independent Advisors |
| 0.05% | 0.05% | #18 | $359,529 | 4,660 | $725,230 | 9,400 | -4,740-50.43% | Reduce |
| Allie Family Office LLC |
| 0.05% | 0.15% | #16 | $355,990 | 4,455 | $343,713 | 4,455 | 00.00% | Unchanged |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #36 | $341,447 | 4,273 | $210,733 | 2,723 | +1,550+56.92% | Add |
| BUCKHEAD CAPITAL MANAGEMENT LLC |
| 0.11% | 0.12% | #11 | $334,782 | 4,190 | $323,191 | 4,189 | +1+0.02% | Add |
| CIBC Bancorp USA Inc. |
| <0.01% | <0.01% | #57 | $319,552 | 3,999 | $308,532 | 3,999 | 00.00% | Unchanged |
| UBS Group AG |
| <0.01% | <0.01% | #75 | $294,541 | 3,686 | $438,609 | 5,685 | -1,999-35.16% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #48 | $286,870 | 3,590 | $277,000 | 3,590 | 00.00% | Unchanged |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #46 | $264,765 | 3,313 | $267,297 | 3,465 | -152-4.39% | Reduce |
| WELLS FARGO & COMPANY/MN |
| <0.01% | — | #72 | $258,293 | 3,232 | $0 | 0 | +3,232 | New Buy |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #55 | $250,592 | 3,136 | $242,000 | 3,136 | 00.00% | Unchanged |
| Richardson Capital Management LLC |
| 0.11% | 0.11% | #12 | $246,596 | 3,086 | $238,092 | 3,086 | 00.00% | Unchanged |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #58 | $240,363 | 3,008 | $232,923 | 3,019 | -11-0.36% | Reduce |
| Accordant Advisory Group Inc |
| 0.16% | 0.14% | #8 | $238,686 | 2,987 | $233,154 | 3,022 | -35-1.16% | Reduce |
| Private Advisor Group, LLC |
| <0.01% | <0.01% | #45 | $229,104 | 2,867 | $218,898 | 2,837 | +30+1.06% | Add |
| Kingdom Financial Group LLC. |
| 0.06% | 0.06% | #15 | $224,638 | 2,811 | $213,858 | 2,772 | +39+1.41% | Add |
| FLP Wealth Management, LLC |
| 0.39% | 0.65% | #4 | $219,814 | 2,751 | $274,791 | 3,642 | -891-24.46% | Reduce |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #65 | $211,117 | 2,642 | $202,215 | 2,621 | +21+0.80% | Add |
| Centennial Advisors, LLC |
| 0.24% | 0.27% | #7 | $200,976 | 2,515 | $208,454 | 2,702 | -187-6.92% | Reduce |
