| Capital International Investors | 0.06% | Add +9928.0% | 12,033,645 | $316.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +2310.3% | 1,071,762 | $28.1M |
| Morgan Stanley | 0.00% | Add +63.8% | 238,739 | $6.3M |
| Beta Wealth Group, Inc. | 2.73% | Add +22.5% | 230,667 | $6.1M |
| MML Investors Services, LLC | 0.02% | New | 193,889 | $5.1M |
| Osaic Holdings, Inc. | 0.01% | Add +179.6% | 161,465 | $4.2M |
| Private Advisor Group, LLC | 0.02% | Add +168.8% | 123,579 | $3.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | New | 115,347 | $3.0M |
| Royal Bank of Canada | 0.00% | Add +888.7% | 112,458 | $3.0M |
| Vestmark Advisory Solutions, Inc. | 0.11% | New | 111,959 | $2.9M |
| LPL Financial LLC | 0.00% | New | 106,414 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +33.2% | 92,186 | $2.4M |
| Janney Montgomery Scott LLC | 0.01% | New | 83,007 | $2.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | New | 81,520 | $2.1M |
| Truist Financial Corp. | 0.00% | New | 74,678 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | New | 73,995 | $1.9M |
| Orion Portfolio Solutions, LLC | 0.02% | New | 73,995 | $1.9M |
| Jane Street Group, LLC | 0.00% | Add +225.5% | 70,904 | $1.9M |
| Royal Harbor Partners, LLC | 0.69% | Add +7.5% | 67,684 | $1.8M |
| Assetmark, Inc. | 0.00% | New | 64,227 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +15.9% | 58,206 | $1.5M |
| Principal Securities, Inc. | 0.03% | New | 51,034 | $1.3M |
| Smith Thornton Advisors LLC | 0.85% | Add +404.0% | 49,010 | $1.3M |
| Stephens Inc. | 0.02% | Add +0.1% | 43,365 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.07% | Add +17.6% | 43,261 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | New | 30,687 | $806K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 29,851 | $784K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +0.1% | 29,407 | $772K |
| Confluence Wealth Services, Inc. | 0.04% | New | 22,786 | $598K |
| Burton Enright Welch | 0.13% | Add +1.1% | 22,592 | $593K |
| Jacobi Capital Management LLC | 0.04% | Add +150.9% | 21,684 | $569K |
| Concourse Financial Group Securities, Inc. | 0.03% | Add +1.1% | 20,956 | $550K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -22.6% | 20,574 | $540K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.26% | Add +129.6% | 20,351 | $534K |
| D.A. Davidson & Co. | 0.00% | New | 19,190 | $504K |
| Simplicity Wealth,LLC | 0.04% | New | 17,713 | $465K |
| Captrust Financial Advisors | 0.00% | Add +95.4% | 17,621 | $463K |
| Wedbush Securities Inc. | 0.01% | New | 14,547 | $382K |
| TrueWealth Advisors, LLC | 0.12% | Add +25.4% | 14,239 | $374K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 13,550 | $356K |
| International Assets Investment Management, LLC | 0.03% | New | 11,854 | $311K |
| Peterson Wealth Advisors, LLC | 0.05% | Add +6.7% | 10,774 | $283K |
| Tempus Wealth Planning, LLC | 0.10% | Add +15.8% | 10,280 | $270K |
| Saxony Capital Management, LLC | 0.25% | Add +0.8% | 10,198 | $268K |
| Good Life Advisors, LLC | 0.02% | New | 10,144 | $266K |
| Avantax Advisory Services, Inc. | 0.00% | New | 9,601 | $252K |
| Continental Investors Services, Inc. | 0.45% | New | 8,336 | $219K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.6% | 3,928 | $103K |
| WR Wealth Planners, LLC | 0.02% | Add +12.0% | 2,657 | $70K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 1,444 | $38K |
| JPMorgan Chase & Co. | 0.00% | New | 1,317 | $35K |
| Jones Financial Companies LLLP | 0.00% | New | 500 | $13K |
| Creative Financial Designs Inc. | 0.00% | No change | 434 | $11K |
| Global Retirement Partners, LLC | 0.00% | New | 382 | $10K |
| First Horizon Advisors, Inc. | 0.00% | New | 209 | $5K |
| FMR LLC | 0.00% | New | 1 | $26 |