| JPMORGAN CHASE & CO |
| 0.24% | 0.26% | #12 | $4.35B | 61.6M | $4.04B | 63.6M | -2.0M-3.11% | Reduce |
| Mitsubishi UFJ Asset Management Co., Ltd. |
| 0.05% | 0.05% | #33 | $91.9M | 1.3M | $68.2M | 1.0M | +245,885+23.53% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #69 | $54.8M | 769,205 | $30.8M | 454,694 | +314,511+69.17% | Add |
| LPL Financial LLC |
| 0.01% | 0.02% | #53 | $54.8M | 769,101 | $90.0M | 1.4M | -610,073-44.23% | Reduce |
| Vestmark Advisory Solutions, Inc. |
| 0.47% | 0.51% | #7 | $49.8M | 699,827 | $45.7M | 699,900 | -73-0.01% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.02% | #56 | $38.2M | 536,693 | $64.1M | 981,827 | -445,134-45.34% | Reduce |
| Janney Montgomery Scott LLC |
| 0.06% | 0.14% | #28 | $32.4M | 454,705 | $55.7M | 852,864 | -398,159-46.68% | Reduce |
| Arlington Financial Advisors, LLC |
| 3.08% | 3.11% | #1 | $24.3M | 340,971 | $21.8M | 334,171 | +6,800+2.03% | Add |
| WealthPlan Investment Management, LLC |
| 0.86% | 1.23% | #2 | $17.2M | 242,169 | $22.1M | 338,342 | -96,173-28.42% | Reduce |
| ASSETMARK, INC |
| 0.03% | 0.06% | #42 | $16.8M | 235,329 | $28.5M | 436,168 | -200,839-46.05% | Reduce |
| Ameritas Advisory Services, LLC |
| 0.33% | 0.17% | #9 | $16.5M | 232,001 | $4.3M | 65,410 | +166,591+254.69% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.02% | #54 | $13.2M | 185,256 | $17.9M | 274,866 | -89,610-32.60% | Reduce |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
| <0.01% | <0.01% | #74 | $11.7M | 164,645 | $10.7M | 164,645 | 00.00% | Unchanged |
| HUB Investment Partners, LLC |
| 0.18% | 0.21% | #16 | $9.9M | 138,345 | $8.6M | 131,947 | +6,398+4.85% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.02% | 0.04% | #46 | $9.4M | 132,680 | $16.5M | 252,827 | -120,147-47.52% | Reduce |
| WESBANCO BANK INC |
| 0.2% | 0.23% | #14 | $8.2M | 114,866 | $8.4M | 128,866 | -14,000-10.86% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.04% | 0.11% | #37 | $8.1M | 114,216 | $13.3M | 203,549 | -89,333-43.89% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #84 | $7.4M | 104,319 | $1.9M | 28,350 | +75,969+267.97% | Add |
| PARK AVENUE SECURITIES LLC |
| 0.03% | 0.06% | #39 | $5.3M | 74,156 | $8.3M | 127,347 | -53,191-41.77% | Reduce |
| Summit Financial, LLC |
| 0.06% | 0.06% | #32 | $5.3M | 74,129 | $4.4M | 67,642 | +6,487+9.59% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #89 | $4.4M | 62,361 | $4.3M | 65,568 | -3,207-4.89% | Reduce |
| Visionary Wealth Advisors |
| 0.17% | 0.2% | #17 | $4.4M | 61,852 | $4.5M | 68,316 | -6,464-9.46% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #64 | $3.4M | 47,662 | $2.5M | 38,648 | +9,014+23.32% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #60 | $3.3M | 45,806 | $5.2M | 79,211 | -33,405-42.17% | Reduce |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #90 | $3.2M | 44,349 | $8.9M | 135,606 | -91,257-67.30% | Reduce |
| WBH ADVISORY INC |
| 0.19% | 0.28% | #15 | $2.9M | 40,247 | $3.7M | 57,128 | -16,881-29.55% | Reduce |
| WealthPLAN Partners, LLC |
| 0.5% | 0.4% | #6 | $2.6M | 36,917 | $2.1M | 31,746 | +5,171+16.29% | Add |
| Mutual Advisors, LLC |
| 0.05% | 0.05% | #34 | $2.5M | 34,943 | $2.4M | 37,452 | -2,509-6.70% | Reduce |
| Triad Wealth Partners, LLC |
| 0.14% | 0.2% | #21 | $2.4M | 33,513 | $2.5M | 37,752 | -4,239-11.23% | Reduce |
| Hopwood Nicholas Hunter |
| 0.57% | — | #5 | $2.1M | 29,107 | $0 | 0 | +29,107 | New Buy |
| CreativeOne Wealth, LLC |
| 0.04% | 0.07% | #36 | $2.0M | 27,655 | $2.8M | 43,392 | -15,737-36.27% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #73 | $1.8M | 25,290 | $1.8M | 28,032 | -2,742-9.78% | Reduce |
| 5T Wealth, LLC |
| 0.64% | 0.8% | #4 | $1.7M | 24,254 | $2.0M | 31,118 | -6,864-22.06% | Reduce |
| Ascent Group, LLC |
| 0.04% | 0.06% | #35 | $1.5M | 20,971 | $1.9M | 28,596 | -7,625-26.66% | Reduce |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.02% | 0.02% | #49 | $1.3M | 17,954 | $1.1M | 17,478 | +476+2.72% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #87 | $1.3M | 17,833 | $1.4M | 21,434 | -3,601-16.80% | Reduce |
| UNIQUE WEALTH, LLC |
| 0.14% | 0.15% | #22 | $1.2M | 17,272 | $1.0M | 16,077 | +1,195+7.43% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | — | #83 | $1.1M | 14,760 | $0 | 0 | +14,760 | New Buy |
| DAYMARK WEALTH PARTNERS, LLC |
| 0.02% | 0.03% | #45 | $977,379 | 13,724 | $1.0M | 15,574 | -1,850-11.88% | Reduce |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #94 | $918,951 | 12,903 | $517,460 | 7,928 | +4,975+62.75% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #88 | $795,826 | 11,431 | $405,302 | 6,396 | +5,035+78.72% | Add |
| MassMutual Private Wealth & Trust, FSB |
| 0.02% | 0.04% | #50 | $773,307 | 10,858 | $1.6M | 24,044 | -13,186-54.84% | Reduce |
| IFP Advisors, Inc |
| 0.01% | 0.02% | #52 | $771,028 | 10,826 | $1.1M | 16,870 | -6,044-35.83% | Reduce |
| Wayfinding Financial, LLC |
| 0.26% | 0.54% | #10 | $688,626 | 9,669 | $1.2M | 19,140 | -9,471-49.48% | Reduce |
| FLOW TRADERS U.S. LLC |
| 0.03% | — | #43 | $687,914 | 9,659 | $0 | 0 | +9,659 | New Buy |
| UBS Group AG |
| <0.01% | <0.01% | #96 | $687,630 | 9,655 | $94,707 | 1,451 | +8,204+565.40% | Add |
| AdvisorNet Financial, Inc |
| 0.03% | 0.03% | #40 | $668,186 | 9,382 | $548,790 | 8,408 | +974+11.58% | Add |
| Farther Finance Advisors, LLC |
| 0.01% | <0.01% | #63 | $661,946 | 9,299 | $316,311 | 4,828 | +4,471+92.61% | Add |
| Elevation Wealth Management LLC |
| 0.44% | 0.75% | #8 | $594,228 | 8,344 | $813,235 | 12,460 | -4,116-33.03% | Reduce |
| LAKE STREET PRIVATE WEALTH, LLC |
| 0.06% | 0.11% | #29 | $546,471 | 7,673 | $843,419 | 12,922 | -5,249-40.62% | Reduce |