| ASSETMARK, INC |
| 0.05% | 0.05% | #2 | $29.2M | 933,457 | $22.6M | 801,912 | +131,545+16.40% | Add |
| FRANKLIN RESOURCES INC |
| <0.01% | <0.01% | #6 | $17.4M | 555,000 | $16.6M | 590,000 | -35,000-5.93% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #7 | $7.4M | 237,000 | $5.6M | 197,776 | +39,224+19.83% | Add |
| Cetera Investment Advisers |
| 0.01% | <0.01% | #5 | $6.4M | 204,200 | $4.7M | 165,734 | +38,466+23.21% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #8 | $3.6M | 113,541 | $1.8M | 64,480 | +49,061+76.09% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #9 | $1.3M | 41,645 | $1.2M | 42,161 | -516-1.22% | Reduce |
| INVESTED ADVISORS |
| 0.68% | 0.6% | #1 | $765,153 | 24,422 | $590,479 | 20,924 | +3,498+16.72% | Add |
| Rossby Financial, LCC |
| 0.02% | 0.02% | #3 | $133,403 | 4,258 | $101,223 | 3,594 | +664+18.48% | Add |
| Meramec Financial Planners, LLC |
| 0.01% | — | #4 | $23,985 | 734 | $0 | 0 | +734 | New Buy |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #11 | $9,000 | 293 | $6,000 | 206 | +87+42.23% | Add |
| CoreCap Advisors, LLC |
| <0.01% | <0.01% | #10 | $4,010 | 128 | $3,612 | 128 | 00.00% | Unchanged |
