| HighTower Advisors, LLC |
| 0.34% | 0.4% | #4 | $351.0M | 6.0M | $373.1M | 6.4M | -402,081-6.31% | Reduce |
| FISCHER INVESTMENT STRATEGIES, LLC |
| 2.59% | 2.84% | #1 | $5.4M | 92,242 | $4.9M | 83,046 | +9,196+11.07% | Add |
| Brookwood Investment Group LLC |
| 0.54% | 0.68% | #2 | $4.8M | 81,534 | $5.5M | 94,665 | -13,131-13.87% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #32 | $3.5M | 58,912 | $4.2M | 71,187 | -12,275-17.24% | Reduce |
| Insight Wealth Partners, LLC |
| 0.45% | 0.43% | #3 | $3.4M | 57,492 | $3.1M | 52,766 | +4,726+8.96% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #33 | $3.2M | 54,314 | $3.2M | 53,899 | +415+0.77% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #19 | $2.9M | 49,950 | $3.2M | 54,895 | -4,945-9.01% | Reduce |
| WHITTIER TRUST CO |
| 0.02% | <0.01% | #11 | $2.4M | 41,631 | $170,115 | 2,932 | +38,699+1,319.88% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #26 | $1.1M | 19,023 | $1.1M | 18,830 | +193+1.02% | Add |
| Coppell Advisory Solutions LLC |
| 0.09% | — | #5 | $1.1M | 334 | $0 | 0 | +334 | New Buy |
| GTS SECURITIES LLC |
| 0.02% | — | #12 | $1.0M | 17,814 | $0 | 0 | +17,814 | New Buy |
| MOSAIC FAMILY WEALTH PARTNERS, LLC |
| 0.07% | 0.11% | #7 | $1.0M | 17,717 | $1.0M | 17,717 | 00.00% | Unchanged |
| Dynamic Advisor Solutions LLC |
| 0.03% | 0.03% | #10 | $982,035 | 16,690 | $996,435 | 17,007 | -317-1.86% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #44 | $913,844 | 15,531 | $540,811 | 10,531 | +5,000+47.48% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #31 | $779,221 | 13,242 | $251,580 | 4,293 | +8,949+208.46% | Add |
| Advisors Asset Management, Inc. |
| 0.01% | <0.01% | #16 | $666,363 | 11,325 | $283,458 | 4,838 | +6,487+134.08% | Add |
| Spinnaker Investment Group, LLC |
| 0.08% | 0.1% | #6 | $495,609 | 8,423 | $493,504 | 8,423 | 00.00% | Unchanged |
| FLOW TRADERS U.S. LLC |
| 0.02% | — | #14 | $380,812 | 6,472 | $0 | 0 | +6,472 | New Buy |
| Creative Planning |
| <0.01% | <0.01% | #39 | $365,403 | 6,210 | $363,845 | 6,210 | 00.00% | Unchanged |
| SageView Advisory Group, LLC |
| 0.01% | — | #15 | $364,808 | 6,200 | $0 | 0 | +6,200 | New Buy |
| Annex Advisory Services, LLC |
| 0.01% | 0.01% | #18 | $353,571 | 6,009 | $348,714 | 5,952 | +57+0.96% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #43 | $351,000 | 5,967 | $14,000 | 240 | +5,727+2,386.25% | Add |
| Cascade Financial Partners, LLC |
| 0.03% | 0.04% | #9 | $350,510 | 5,957 | $406,790 | 6,943 | -986-14.20% | Reduce |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | <0.01% | #34 | $344,541 | 5,856 | $1.1M | 18,217 | -12,361-67.85% | Reduce |
| DIVERSIFY WEALTH MANAGEMENT, LLC |
| <0.01% | <0.01% | #20 | $271,211 | 4,508 | $262,088 | 4,487 | +21+0.47% | Add |
| Focus Partners Wealth |
| <0.01% | — | #37 | $264,584 | 4,497 | $0 | 0 | +4,497 | New Buy |
| Private Advisor Group, LLC |
| <0.01% | <0.01% | #28 | $261,250 | 4,440 | $858,009 | 14,644 | -10,204-69.68% | Reduce |
| Gladstone Institutional Advisory LLC |
| 0.01% | 0.01% | #17 | $257,366 | 4,374 | $256,273 | 4,374 | 00.00% | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
| <0.01% | <0.01% | #45 | $214,295 | 3,642 | $213,385 | 3,642 | 00.00% | Unchanged |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #21 | $209,412 | 3,559 | $212,916 | 3,634 | -75-2.06% | Reduce |
| Planning Strategies Inc. |
| 0.06% | — | #8 | $89,437 | 1,520 | $0 | 0 | +1,520 | New Buy |
| Atlantic Union Bankshares Corp |
| <0.01% | <0.01% | #29 | $65,067 | 1,106 | $64,397 | 1,099 | +7+0.64% | Add |
| SALEM INVESTMENT COUNSELORS INC |
| <0.01% | <0.01% | #27 | $51,191 | 870 | $50,974 | 870 | 00.00% | Unchanged |
| Ameritas Advisory Services, LLC |
| <0.01% | — | #30 | $49,014 | 833 | $0 | 0 | +833 | New Buy |
| PNC FINANCIAL SERVICES GROUP, INC. |
| <0.01% | <0.01% | #48 | $29,420 | 500 | $29,295 | 500 | 00.00% | Unchanged |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #40 | $29,420 | 500 | $29,295 | 500 | 00.00% | Unchanged |
| BLUELINE ADVISORS LLC |
| 0.02% | 0.02% | #13 | $23,948 | 407 | $23,847 | 407 | 00.00% | Unchanged |
| Institute for Wealth Management, LLC. |
| <0.01% | — | #25 | $21,006 | 357 | $0 | 0 | +357 | New Buy |
| Arax Advisory Partners |
| <0.01% | <0.01% | #41 | $17,652 | 300 | $17,577 | 300 | 00.00% | Unchanged |
| HANTZ FINANCIAL SERVICES, INC. |
| <0.01% | <0.01% | #38 | $16,358 | 278 | $16,000 | 276 | +2+0.72% | Add |
| Larson Financial Group LLC |
| <0.01% | <0.01% | #36 | $13,298 | 226 | $13,241 | 226 | 00.00% | Unchanged |
| Blue Trust, Inc. |
| <0.01% | <0.01% | #42 | $11,768 | 200 | $11,718 | 200 | 00.00% | Unchanged |
| Costello Asset Management, INC |
| <0.01% | <0.01% | #23 | $7,943 | 135 | $7,910 | 135 | 00.00% | Unchanged |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #49 | $5,884 | 100 | $5,859 | 100 | 00.00% | Unchanged |
| AMERIFLEX GROUP, INC. |
| <0.01% | <0.01% | #22 | $5,884 | 100 | $5,859 | 100 | 00.00% | Unchanged |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #46 | $5,840 | 99 | $0 | 0 | +99 | New Buy |
| Strategic Wealth Partners, Ltd. |
| <0.01% | <0.01% | #35 | $5,707 | 97 | $9,240 | 158 | -61-38.61% | Reduce |
| Signature Equity Partners, LLC |
| <0.01% | <0.01% | #24 | $4,447 | 76 | $8,679 | 148 | -72-48.65% | Reduce |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #47 | $1,942 | 33 | $1,898 | 33 | 00.00% | Unchanged |
