| Sequoia Financial Advisors, LLC |
| 5.5% | 5.84% | #1 | $1.10B | 31.5M | $1.04B | 31.8M | -359,363-1.13% | Reduce |
| Cerity Partners LLC |
| 0.01% | 0.01% | #4 | $6.6M | 187,339 | $6.1M | 187,339 | 00.00% | Unchanged |
| Forum Finance Group S.A. |
| 0.82% | 0.53% | #2 | $2.8M | 80,834 | $1.2M | 36,880 | +43,954+119.18% | Add |
| SlateStone Wealth, LLC |
| 0.17% | — | #3 | $2.2M | 63,774 | $0 | 0 | +63,774 | New Buy |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | <0.01% | #5 | $1.4M | 38,634 | $1.3M | 38,634 | 00.00% | Unchanged |
| BlackRock, Inc. |
| <0.01% | <0.01% | #10 | $1.1M | 32,191 | $1.1M | 32,191 | 00.00% | Unchanged |
| Mariner, LLC |
| <0.01% | <0.01% | #6 | $569,394 | 16,226 | $532,544 | 16,226 | 00.00% | Unchanged |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #7 | $320,733 | 9,121 | $255,007 | 7,753 | +1,368+17.64% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #9 | $255,252 | 7,274 | $238,733 | 7,274 | 00.00% | Unchanged |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #8 | $164,000 | 4,687 | $555,000 | 16,897 | -12,210-72.26% | Reduce |
| UBS Group AG |
| <0.01% | — | #11 | $3,439 | 98 | $0 | 0 | +98 | New Buy |
