| Capital International Investors |
| 0.07% | 0.08% | #47 | $346.8M | 13.1M | $346.1M | 13.2M | -23,665-0.18% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.16% | 0.02% | #29 | $305.2M | 11.6M | $29.0M | 1.1M | +10.5M+947.11% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #124 | $94.4M | 3.6M | $73.3M | 2.8M | +795,493+28.60% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.02% | 0.02% | #80 | $83.1M | 3.2M | $77.0M | 2.9M | +221,888+7.58% | Add |
| LPL Financial LLC |
| 0.02% | 0.02% | #88 | $71.5M | 2.7M | $57.6M | 2.2M | +518,860+23.68% | Add |
| Capital Group Private Client Services, Inc. |
| 0.49% | 0.35% | #16 | $34.9M | 1.3M | $21.0M | 800,815 | +523,191+65.33% | Add |
| Cetera Investment Advisers |
| 0.03% | 0.03% | #69 | $33.5M | 1.3M | $26.0M | 989,257 | +279,472+28.25% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.01% | 0.01% | #105 | $24.3M | 917,938 | $17.3M | 656,761 | +261,177+39.77% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #131 | $22.3M | 846,621 | $18.1M | 690,408 | +156,213+22.63% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.03% | 0.03% | #70 | $19.5M | 738,981 | $18.7M | 712,535 | +26,446+3.71% | Add |
| OSAIC HOLDINGS, INC. |
| 0.02% | 0.01% | #87 | $13.7M | 518,969 | $9.8M | 372,711 | +146,258+39.24% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.02% | 0.03% | #76 | $11.7M | 443,224 | $9.2M | 348,737 | +94,487+27.09% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #140 | $11.6M | 440,452 | $8.6M | 326,116 | +114,336+35.06% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #91 | $10.9M | 414,001 | $9.5M | 360,873 | +53,128+14.72% | Add |
| TRUIST FINANCIAL CORP |
| 0.01% | 0.01% | #95 | $10.9M | 413,859 | $11.0M | 419,385 | -5,526-1.32% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #136 | $10.3M | 389,563 | $10.4M | 395,994 | -6,431-1.62% | Reduce |
| Kestra Advisory Services, LLC |
| 0.03% | 0.03% | #68 | $9.5M | 360,657 | $8.1M | 310,024 | +50,633+16.33% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.02% | 0.02% | #79 | $8.7M | 328,319 | $7.6M | 290,883 | +37,436+12.87% | Add |
| Boulder Wealth Advisors, LLC |
| 3.04% | 2.63% | #2 | $8.3M | 316,322 | $6.6M | 250,801 | +65,521+26.12% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.08% | 0.09% | #45 | $8.0M | 304,185 | $8.0M | 304,185 | 00.00% | Unchanged |
| NATIXIS ADVISORS, LLC |
| 0.01% | 0.01% | #115 | $6.0M | 227,062 | $3.7M | 142,364 | +84,698+59.49% | Add |
| J.W. COLE ADVISORS, INC. |
| 0.09% | — | #39 | $5.5M | 209,316 | $0 | 0 | +209,316 | New Buy |
| INTEGRATED WEALTHCARE, LLC |
| 3.93% | 4.31% | #1 | $5.3M | 199,147 | $5.2M | 195,969 | +3,178+1.62% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | 0.01% | #110 | $5.1M | 194,857 | $5.3M | 202,450 | -7,593-3.75% | Reduce |
| PRINCIPAL SECURITIES, INC. |
| 0.06% | 0.07% | #49 | $5.1M | 194,070 | $5.0M | 188,695 | +5,375+2.85% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.03% | 0.03% | #73 | $5.0M | 189,624 | $5.0M | 191,624 | -2,000-1.04% | Reduce |
| INTEGRITY ALLIANCE, LLC. |
| 0.16% | — | #31 | $5.0M | 189,139 | $0 | 0 | +189,139 | New Buy |
| Janney Montgomery Scott LLC |
| 0.01% | 0.01% | #106 | $4.8M | 180,077 | $3.9M | 149,372 | +30,705+20.56% | Add |
| Hartmann Taylor Wealth Management, LLC |
| 2.71% | 2.71% | #3 | $4.1M | 155,916 | $4.1M | 155,916 | 00.00% | Unchanged |
| Apella Capital, LLC |
| 0.06% | 0.06% | #52 | $4.0M | 152,619 | $4.0M | 151,956 | +663+0.44% | Add |
| BENJAMIN EDWARDS INC |
| 0.04% | 0.04% | #65 | $4.0M | 150,522 | $3.9M | 149,961 | +561+0.37% | Add |
| Prospera Financial Services Inc |
| 0.05% | 0.01% | #55 | $3.7M | 141,078 | $663,673 | 25,254 | +115,824+458.64% | Add |
| Orion Porfolio Solutions, LLC |
| 0.03% | 0.03% | #72 | $3.7M | 139,299 | $3.2M | 123,276 | +16,023+13.00% | Add |
| ASSETMARK, INC |
| 0.01% | 0.01% | #118 | $3.6M | 137,612 | $3.2M | 122,757 | +14,855+12.10% | Add |
| Cannon Financial Strategists, Inc. |
| 0.41% | — | #17 | $3.6M | 136,919 | $0 | 0 | +136,919 | New Buy |
| Baird Financial Group, Inc. |
| <0.01% | <0.01% | #125 | $3.6M | 135,780 | $2.6M | 99,411 | +36,369+36.58% | Add |
| Total Clarity Wealth Management, Inc. |
| 0.69% | 0.87% | #14 | $3.6M | 134,940 | $3.7M | 140,438 | -5,498-3.91% | Reduce |
| FWG Holdings, LLC |
| 1.18% | 1.16% | #6 | $3.5M | 131,988 | $3.1M | 116,934 | +15,054+12.87% | Add |
| &PARTNERS |
| 0.01% | 0.02% | #94 | $3.2M | 121,339 | $3.1M | 118,017 | +3,322+2.81% | Add |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT |
| 0.86% | 0.87% | #10 | $3.0M | 115,067 | $2.6M | 97,927 | +17,140+17.50% | Add |
| NewEdge Advisors, LLC |
| 0.01% | 0.01% | #111 | $2.8M | 107,803 | $1.9M | 72,803 | +35,000+48.07% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.04% | 0.05% | #62 | $2.6M | 100,211 | $2.7M | 104,317 | -4,106-3.94% | Reduce |
| SEI INVESTMENTS CO |
| <0.01% | <0.01% | #139 | $2.6M | 100,006 | $2.4M | 90,268 | +9,738+10.79% | Add |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #129 | $2.6M | 97,155 | $2.4M | 90,526 | +6,629+7.32% | Add |
| Elequin Capital, LP |
| 0.08% | — | #46 | $2.5M | 95,551 | $0 | 0 | +95,551 | New Buy |
| Betterment LLC |
| <0.01% | <0.01% | #128 | $2.4M | 89,992 | $2.2M | 82,317 | +7,675+9.32% | Add |
| Cauble & Harre Wealth Management, Inc. |
| 1.81% | 1.86% | #4 | $2.3M | 85,683 | $2.3M | 88,518 | -2,835-3.20% | Reduce |
| Tribridge Partners Financial LLC |
| 0.87% | 0.88% | #9 | $2.2M | 84,571 | $2.1M | 80,765 | +3,806+4.71% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | — | #154 | $2.2M | 83,692 | $0 | 0 | +83,692 | New Buy |
| Private Advisor Group, LLC |
| 0.01% | 0.02% | #102 | $2.1M | 80,859 | $4.9M | 187,205 | -106,346-56.81% | Reduce |
