| LPL Financial LLC |
| 1.09% | 1.04% | #323 | $4.83B | 40.6M | $3.90B | 39.8M | +801,892+2.01% | Add |
| Financial Engines Advisors L.L.C. |
| 3.46% | 3.46% | #157 | $1.95B | 16.4M | $1.70B | 17.4M | -1.0M-6.01% | Reduce |
| GOLDMAN SACHS GROUP INC |
| 0.16% | 0.17% | #681 | $1.89B | 15.9M | $1.47B | 15.0M | +896,243+5.97% | Add |
| JPMORGAN CHASE & CO |
| 0.08% | 0.04% | #842 | $1.42B | 15.5M | $584.6M | 6.5M | +9.0M+139.53% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.26% | 0.23% | #587 | $1.29B | 10.8M | $1.00B | 10.3M | +549,131+5.36% | Add |
| Allworth Financial LP |
| 5.33% | 4.93% | #100 | $1.25B | 10.5M | $1.22B | 12.4M | -1.9M-15.02% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| 0.08% | 0.02% | #840 | $1.24B | 10.4M | $306.5M | 3.1M | +7.3M+231.80% | Add |
| MORGAN STANLEY |
| 0.06% | 0.05% | #898 | $1.14B | 9.6M | $865.3M | 8.3M | +1.3M+15.58% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.27% | 0.23% | #574 | $1.13B | 9.5M | $840.6M | 8.6M | +903,774+10.53% | Add |
| Optiver Holding B.V. |
| 0.23% | 0.28% | #609 | $861.4M | 11.5M | $815.0M | 12.5M | -1.0M-8.01% | Reduce |
| Horizon Investments, LLC |
| 6.93% | 6.92% | #80 | $660.7M | 5.6M | $625.5M | 6.4M | -836,207-13.09% | Reduce |
| Valmark Advisers, Inc. |
| 5.98% | 5.68% | #92 | $563.8M | 4.7M | $478.2M | 4.9M | -146,137-2.99% | Reduce |
| Equitable Holdings, Inc. |
| 3.2% | 1.27% | #174 | $536.0M | 4.5M | $197.8M | 4.7M | -136,207-2.92% | Reduce |
| SIMPLEX TRADING, LLC |
| 0.33% | 0.4% | #531 | $534.3M | 5.6M | $596.4M | 5.9M | -294,500-5.03% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.14% | 0.13% | #720 | $515.2M | 4.3M | $407.0M | 4.2M | +172,289+4.14% | Add |
| VANTAGEPOINT INVESTMENT ADVISERS LLC |
| 3.75% | 3.53% | #145 | $501.2M | 4.2M | $417.1M | 4.3M | -48,454-1.14% | Reduce |
| Dynasty Wealth Management, LLC |
| 3.37% | 3.26% | #161 | $453.5M | 3.8M | $373.7M | 3.8M | -5,011-0.13% | Reduce |
| Quotient Wealth Partners, LLC |
| 10.3% | 9.49% | #39 | $436.4M | 3.7M | $360.5M | 3.7M | -14,713-0.40% | Reduce |
| UBS Group AG |
| 0.05% | 0.05% | #917 | $426.9M | 3.6M | $364.9M | 3.7M | -139,615-3.75% | Reduce |
| IMC-Chicago, LLC |
| 0.1% | 0.12% | #788 | $417.3M | 5.3M | $337.9M | 5.0M | +336,400+6.74% | Add |
| ROYAL BANK OF CANADA |
| 0.06% | 0.05% | #890 | $410.8M | 3.5M | $272.8M | 2.8M | +666,558+23.92% | Add |
| Orgel Wealth Management, LLC |
| 7.67% | 7.23% | #63 | $404.4M | 3.4M | $335.7M | 3.4M | -30,708-0.90% | Reduce |
| WELLS FARGO & COMPANY/MN |
| 0.06% | 0.06% | #880 | $394.8M | 3.3M | $311.9M | 3.2M | +132,224+4.15% | Add |
| Cetera Investment Advisers |
| 0.35% | 0.32% | #517 | $388.4M | 3.3M | $301.4M | 3.1M | +185,929+6.04% | Add |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
| 0.29% | — | #554 | $375.9M | 3.2M | $0 | 0 | +3.2M | New Buy |
| AE Wealth Management LLC |
| 1.65% | 1.63% | #270 | $353.4M | 3.0M | $300.5M | 3.1M | -99,522-3.24% | Reduce |
| Kestra Investment Management, LLC |
| 6.73% | 6.04% | #84 | $347.5M | 2.9M | $350.4M | 3.6M | -658,971-18.41% | Reduce |
| Advisory Alpha, LLC |
| 8.43% | 7.89% | #54 | $343.7M | 2.9M | $288.8M | 3.0M | -61,999-2.10% | Reduce |
| Willis Johnson & Associates, Inc. |
| 18.65% | 15.89% | #6 | $334.7M | 2.8M | $272.8M | 2.8M | +26,747+0.96% | Add |
| Savant Capital, LLC |
| 0.95% | 0.71% | #340 | $323.8M | 3.0M | $146.4M | 1.5M | +1.5M+99.76% | Add |
| Private Advisor Group, LLC |
| 1.43% | 1.01% | #286 | $311.7M | 2.6M | $214.6M | 2.2M | +406,622+18.37% | Add |
| TRUIST FINANCIAL CORP |
| 0.37% | 0.34% | #509 | $310.9M | 2.6M | $252.2M | 2.6M | +37,246+1.45% | Add |
| OSAIC HOLDINGS, INC. |
| 0.36% | 0.33% | #514 | $307.9M | 2.6M | $227.3M | 2.3M | +266,426+11.48% | Add |
| HighTower Advisors, LLC |
| 0.28% | 0.25% | #558 | $293.1M | 2.5M | $237.7M | 2.4M | +36,105+1.49% | Add |
| HB Wealth Management, LLC |
| 1.63% | 1.63% | #271 | $291.0M | 2.4M | $251.3M | 2.8M | -321,694-11.63% | Reduce |
| NorthRock Partners, LLC |
| 4.01% | 3.46% | #137 | $276.9M | 2.3M | $214.9M | 2.2M | +132,109+6.02% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.15% | 0.08% | #711 | $273.1M | 2.3M | $136.0M | 1.4M | +905,976+65.20% | Add |
| Cartenna Capital, LP |
| 6.24% | 1.91% | #88 | $262.0M | 3.5M | $52.3M | 650,000 | +2.9M+438.46% | Add |
| Connecticut Wealth Management, LLC |
| 9.55% | 8.67% | #47 | $258.2M | 2.2M | $206.8M | 2.1M | +57,996+2.75% | Add |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC |
| 0.88% | 0.68% | #357 | $254.5M | 2.1M | $176.6M | 1.8M | +334,586+18.55% | Add |
| SCS Capital Management LLC |
| 2.17% | 2.01% | #226 | $230.2M | 1.9M | $190.0M | 1.9M | -5,727-0.30% | Reduce |
| FMR LLC |
| 0.01% | 0.01% | #1211 | $215.7M | 1.8M | $181.0M | 1.8M | -35,687-1.93% | Reduce |
| Gerber Kawasaki Wealth & Investment Management |
| 5.68% | 5.37% | #94 | $212.9M | 1.8M | $168.7M | 1.7M | +67,524+3.92% | Add |
| STIFEL FINANCIAL CORP |
| 0.18% | 0.16% | #664 | $211.4M | 1.8M | $175.0M | 1.8M | -10,678-0.60% | Reduce |
| GROUP ONE TRADING LLC |
| 0.29% | 0.24% | #556 | $210.0M | 2.7M | $125.3M | 1.8M | +904,200+49.74% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.26% | 0.21% | #586 | $206.7M | 1.7M | $148.1M | 1.5M | +224,565+14.85% | Add |
| DIVERSIFY WEALTH MANAGEMENT, LLC |
| 2.38% | 3.31% | #220 | $202.3M | 1.8M | $185.9M | 1.7M | +99,419+5.97% | Add |
| Integrated Wealth Concepts LLC |
| 0.91% | 0.84% | #347 | $186.2M | 1.6M | $105.1M | 1.1M | +491,733+45.82% | Add |
| Focused Wealth Management, Inc |
| 15.85% | 15.26% | #10 | $182.2M | 1.5M | $147.1M | 1.5M | +28,949+1.93% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.07% | 0.04% | #856 | $180.5M | 1.6M | $88.2M | 930,138 | +643,589+69.19% | Add |
