| STIFEL FINANCIAL CORP |
| 0.23% | 0.24% | #18 | $279.8M | 4.7M | $261.2M | 4.7M | -14,763-0.31% | Reduce |
| SUMITOMO LIFE INSURANCE CO |
| 4.17% | — | #1 | $255.2M | 4.4M | $0 | 0 | +4.4M | New Buy |
| MORGAN STANLEY |
| <0.01% | <0.01% | #124 | $75.5M | 1.3M | $62.7M | 1.2M | +93,552+7.78% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #80 | $60.7M | 1.0M | $54.2M | 975,716 | +66,517+6.82% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #129 | $53.6M | 915,713 | $50.5M | 911,665 | +4,048+0.44% | Add |
| Heartwood Wealth Advisors LLC |
| 3.44% | 3.59% | #2 | $44.3M | 763,888 | $41.2M | 739,810 | +24,078+3.25% | Add |
| Allworth Financial LP |
| 0.18% | 0.17% | #21 | $41.5M | 716,060 | $41.9M | 752,785 | -36,725-4.88% | Reduce |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #118 | $27.2M | 469,271 | $22.2M | 399,479 | +69,792+17.47% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | 0.01% | #115 | $17.9M | 307,803 | $21.3M | 382,329 | -74,526-19.49% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #147 | $15.0M | 254,734 | $12.6M | 228,270 | +26,464+11.59% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #141 | $10.9M | 188,382 | $12.5M | 224,209 | -35,827-15.98% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #83 | $10.7M | 184,471 | $9.9M | 177,183 | +7,288+4.11% | Add |
| Rockefeller Capital Management L.P. |
| 0.01% | 0.01% | #81 | $8.7M | 149,703 | $8.4M | 150,165 | -462-0.31% | Reduce |
| Geneos Wealth Management Inc. |
| 0.17% | 0.14% | #23 | $8.2M | 138,268 | $6.0M | 109,726 | +28,542+26.01% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #92 | $7.5M | 129,649 | $7.6M | 136,572 | -6,923-5.07% | Reduce |
| PNC FINANCIAL SERVICES GROUP, INC. |
| <0.01% | <0.01% | #128 | $7.0M | 118,711 | $7.1M | 128,290 | -9,579-7.47% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #134 | $6.9M | 116,423 | $5.3M | 96,128 | +20,295+21.11% | Add |
| Private Advisor Group, LLC |
| 0.03% | 0.03% | #57 | $6.6M | 114,638 | $6.7M | 120,433 | -5,795-4.81% | Reduce |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #107 | $6.4M | 108,955 | $6.5M | 117,457 | -8,502-7.24% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #131 | $6.2M | 106,377 | $6.8M | 121,404 | -15,027-12.38% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | 0.01% | #90 | $6.0M | 100,305 | $5.6M | 100,954 | -649-0.64% | Reduce |
| Janney Montgomery Scott LLC |
| 0.01% | 0.01% | #91 | $5.0M | 86,104 | $4.8M | 85,602 | +502+0.59% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #153 | $4.8M | 82,617 | $4.3M | 78,146 | +4,471+5.72% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #167 | $4.6M | 78,139 | $3.8M | 68,289 | +9,850+14.42% | Add |
| Wick Capital Partners, LLC |
| 0.67% | 0.83% | #8 | $4.5M | 76,086 | $4.6M | 82,580 | -6,494-7.86% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #158 | $4.5M | 77,012 | $2.9M | 51,917 | +25,095+48.34% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #163 | $4.4M | 73,789 | $0 | 0 | +73,789 | New Buy |
| HUNTINGTON NATIONAL BANK |
| 0.02% | 0.03% | #65 | $4.3M | 73,620 | $4.7M | 85,120 | -11,500-13.51% | Reduce |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #125 | $4.0M | 68,520 | $3.9M | 70,190 | -1,670-2.38% | Reduce |
| Ascentis Independent Advisors |
| 0.44% | 0.25% | #12 | $3.3M | 59,597 | $3.3M | 59,597 | 00.00% | Unchanged |
| J.W. COLE ADVISORS, INC. |
| 0.06% | 0.1% | #47 | $3.2M | 55,584 | $3.0M | 53,438 | +2,146+4.02% | Add |
| Onyx Bridge Wealth Group LLC |
| 0.28% | 0.32% | #15 | $3.1M | 53,734 | $3.0M | 53,258 | +476+0.89% | Add |
| Arkadios Wealth Advisors |
| 0.05% | 0.05% | #51 | $3.0M | 51,365 | $2.8M | 50,390 | +975+1.93% | Add |
| NewEdge Advisors, LLC |
| 0.01% | 0.01% | #94 | $3.0M | 51,363 | $2.6M | 47,039 | +4,324+9.19% | Add |
| Lunt Capital Management, Inc. |
| 1.04% | 0.98% | #5 | $2.8M | 48,007 | $2.6M | 46,323 | +1,684+3.64% | Add |
| BINGHAM PRIVATE WEALTH, LLC |
| 1.94% | 1.97% | #3 | $2.8M | 47,694 | $2.5M | 45,125 | +2,569+5.69% | Add |
| THRIVENT FINANCIAL FOR LUTHERANS |
| <0.01% | <0.01% | #121 | $2.8M | 46,420 | $2.6M | 46,575 | -155-0.33% | Reduce |
| Longview Financial Advisors, Inc. |
| 1.53% | 1.48% | #4 | $2.6M | 44,074 | $2.4M | 44,070 | +4+0.01% | Add |
| Capital Advisors, Ltd. LLC |
| 0.26% | 0.29% | #16 | $2.6M | 43,916 | $2.5M | 46,075 | -2,159-4.69% | Reduce |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #132 | $2.5M | 42,856 | $2.4M | 42,606 | +250+0.59% | Add |
| &PARTNERS |
| 0.01% | 0.01% | #89 | $2.4M | 41,982 | $2.3M | 41,114 | +868+2.11% | Add |
| INTEGRITY ALLIANCE, LLC. |
| 0.07% | 0.03% | #41 | $2.3M | 39,645 | $816,198 | 14,664 | +24,981+170.36% | Add |
| Wealthspire Advisors, LLC |
| 0.01% | 0.02% | #84 | $2.3M | 38,796 | $2.2M | 38,796 | 00.00% | Unchanged |
| Davis Investment Partners, LLC |
| 0.63% | 0.69% | #9 | $2.1M | 35,187 | $1.9M | 35,379 | -192-0.54% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #173 | $2.0M | 33,509 | $631,066 | 11,401 | +22,108+193.91% | Add |
| WCG Wealth Advisors LLC |
| 0.05% | 0.06% | #50 | $2.0M | 33,908 | $2.2M | 39,640 | -5,732-14.46% | Reduce |
| Equitable Holdings, Inc. |
| 0.01% | 0.01% | #86 | $1.8M | 31,867 | $1.9M | 36,062 | -4,195-11.63% | Reduce |
| Carroll Advisory Group, LLC |
| 0.58% | 0.64% | #10 | $1.8M | 29,732 | $1.6M | 29,732 | 00.00% | Unchanged |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #110 | $1.7M | 29,746 | $1.4M | 25,459 | +4,287+16.84% | Add |
| Friedenthal Financial |
| 0.8% | 0.81% | #6 | $1.7M | 29,344 | $1.6M | 29,319 | +25+0.09% | Add |
