| ENVESTNET ASSET MANAGEMENT INC |
| 0.29% | 0.27% | #8 | $1.22B | 26.3M | $1.02B | 25.4M | +926,506+3.65% | Add |
| Envestnet Portfolio Solutions, Inc. |
| 5.48% | 5.53% | #1 | $1.14B | 24.7M | $998.7M | 24.9M | -173,298-0.70% | Reduce |
| LPL Financial LLC |
| 0.02% | 0.02% | #29 | $95.3M | 2.1M | $78.5M | 2.0M | +103,665+5.29% | Add |
| PRINCIPAL SECURITIES, INC. |
| 0.83% | 0.8% | #5 | $68.6M | 1.5M | $54.9M | 1.4M | +114,954+8.40% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.09% | 0.1% | #17 | $42.6M | 921,857 | $35.2M | 878,324 | +43,533+4.96% | Add |
| B. Riley Wealth Advisors, Inc. |
| 1.26% | 1.06% | #4 | $23.4M | 510,969 | $16.7M | 430,240 | +80,729+18.76% | Add |
| Cetera Investment Advisers |
| 0.02% | 0.01% | #31 | $22.4M | 485,560 | $13.6M | 338,970 | +146,590+43.25% | Add |
| &PARTNERS |
| 0.08% | 0.09% | #18 | $20.6M | 440,357 | $18.0M | 448,666 | -8,309-1.85% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.02% | 0.02% | #28 | $18.7M | 404,309 | $16.1M | 402,507 | +1,802+0.45% | Add |
| PARK AVENUE SECURITIES LLC |
| 0.09% | — | #16 | $15.1M | 327,312 | $0 | 0 | +327,312 | New Buy |
| Spire Wealth Management |
| 0.27% | 0.23% | #9 | $8.8M | 190,401 | $6.7M | 167,768 | +22,633+13.49% | Add |
| Farther Finance Advisors, LLC |
| 0.04% | 0.05% | #23 | $5.3M | 115,006 | $4.9M | 121,488 | -6,482-5.34% | Reduce |
| WEDBUSH SECURITIES INC |
| 0.11% | 0.11% | #14 | $4.3M | 92,140 | $3.7M | 91,223 | +917+1.01% | Add |
| World Investment Advisors |
| 0.06% | 0.06% | #21 | $3.8M | 89,234 | $3.7M | 92,599 | -3,365-3.63% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #59 | $2.0M | 81,846 | $1.6M | 76,501 | +5,345+6.99% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #58 | $1.9M | 42,012 | $789,336 | 19,694 | +22,318+113.32% | Add |
| Prepared Retirement Institute LLC |
| 0.76% | 0.89% | #6 | $1.8M | 91,765 | $1.8M | 91,666 | +99+0.11% | Add |
| Founders Financial Alliance, LLC |
| 0.23% | — | #10 | $1.7M | 37,229 | $0 | 0 | +37,229 | New Buy |
| Financial Sense Advisors, Inc. |
| 0.33% | 0.31% | #7 | $1.7M | 36,205 | $1.5M | 37,608 | -1,403-3.73% | Reduce |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #40 | $1.4M | 29,221 | $1.2M | 29,221 | 00.00% | Unchanged |
| Mariner, LLC |
| <0.01% | <0.01% | #51 | $1.3M | 27,747 | $1.3M | 31,413 | -3,666-11.67% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #49 | $1.2M | 25,935 | $971,780 | 24,246 | +1,689+6.97% | Add |
| RESOLUTE WEALTH ADVISOR, INC. |
| 1.76% | 6.19% | #2 | $1.1M | 27,499 | $10.9M | 271,164 | -243,665-89.86% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #61 | $1.0M | 23,390 | $521,907 | 13,407 | +9,983+74.46% | Add |
| Sigma Planning Corp |
| 0.03% | 0.02% | #26 | $1.0M | 22,118 | $861,454 | 21,493 | +625+2.91% | Add |
| DIVERSIFY WEALTH MANAGEMENT, LLC |
| 0.01% | 0.01% | #34 | $924,371 | 20,243 | $587,372 | 13,447 | +6,796+50.54% | Add |
| ASSETMARK, INC |
| <0.01% | <0.01% | #50 | $818,803 | 17,723 | $333,385 | 8,318 | +9,405+113.07% | Add |
| FSA WEALTH PARTNERS, INC. |
| 0.2% | 0.24% | #11 | $790,667 | 17,114 | $504,006 | 12,575 | +4,539+36.10% | Add |
| PRINCIPAL FINANCIAL GROUP INC |
| <0.01% | <0.01% | #56 | $694,709 | 15,037 | $645,328 | 16,101 | -1,064-6.61% | Reduce |
| Capital Asset Managemnet, LLC |
| 1.46% | 0.67% | #3 | $649,761 | 14,064 | $597,051 | 14,896 | -832-5.59% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #63 | $614,994 | 13,463 | $394,466 | 10,191 | +3,272+32.11% | Add |
| QRG CAPITAL MANAGEMENT, INC. |
| <0.01% | 0.01% | #38 | $595,287 | 12,885 | $606,130 | 15,123 | -2,238-14.80% | Reduce |
| Merit Financial Group, LLC |
| <0.01% | <0.01% | #44 | $584,799 | 12,658 | $538,595 | 13,438 | -780-5.80% | Reduce |
| Westbourne Investment Advisors, Inc. |
| 0.16% | 0.15% | #12 | $579,027 | 29,839 | $522,000 | 29,839 | 00.00% | Unchanged |
| Allworth Financial LP |
| <0.01% | <0.01% | #46 | $531,254 | 11,499 | $553,906 | 13,820 | -2,321-16.79% | Reduce |
| COURIER CAPITAL LLC |
| 0.02% | 0.02% | #27 | $492,769 | 10,666 | $427,493 | 10,666 | 00.00% | Unchanged |
| FLAGSTAR SECURITIES, INC |
| 0.14% | 0.15% | #13 | $464,693 | 10,058 | $403,137 | 10,058 | 00.00% | Unchanged |
| Modern Wealth Management, LLC |
| <0.01% | 0.01% | #39 | $412,936 | 8,938 | $454,615 | 11,264 | -2,326-20.65% | Reduce |
| Westmount Partners, LLC |
| 0.07% | 0.09% | #19 | $337,694 | 17,402 | $348,775 | 17,831 | -429-2.41% | Reduce |
| INDEPENDENT FINANCIAL GROUP, LLC |
| 0.01% | — | #35 | $326,773 | 7,073 | $0 | 0 | +7,073 | New Buy |
| Compass Ion Advisors, LLC |
| 0.03% | 0.03% | #25 | $318,107 | 16,393 | $333,127 | 17,031 | -638-3.75% | Reduce |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| 0.01% | 0.01% | #36 | $303,395 | 6,567 | $249,097 | 6,215 | +352+5.66% | Add |
| Brookstone Capital Management |
| <0.01% | — | #45 | $285,978 | 6,190 | $0 | 0 | +6,190 | New Buy |
| Pinnacle Bancorp, Inc. |
| 0.07% | 0.05% | #20 | $277,246 | 6,001 | $175,069 | 4,368 | +1,633+37.39% | Add |
| ABSOLUTE CAPITAL MANAGEMENT, LLC |
| 0.06% | 0.07% | #22 | $242,642 | 5,252 | $210,500 | 5,252 | 00.00% | Unchanged |
| MGO ONE SEVEN LLC |
| <0.01% | <0.01% | #42 | $233,079 | 5,045 | $202,204 | 5,045 | 00.00% | Unchanged |
| TRUIST FINANCIAL CORP |
| <0.01% | — | #57 | $226,611 | 4,905 | $0 | 0 | +4,905 | New Buy |
| Spinnaker Investment Group, LLC |
| 0.04% | — | #24 | $224,761 | 4,865 | $0 | 0 | +4,865 | New Buy |
| BROWN ADVISORY INC |
| <0.01% | — | #55 | $223,885 | 4,846 | $0 | 0 | +4,846 | New Buy |
| Pioneer Family Office, LLC |
| 0.1% | 0.1% | #15 | $186,879 | 4,045 | $162,124 | 4,045 | 00.00% | Unchanged |
