| ASSETMARK, INC |
| 6.4% | 6.36% | #32 | $3.73B | 42.4M | $3.12B | 8.5M | +33.9M+399.44% | Add |
| Cassaday & Co Wealth Management LLC |
| 31.09% | 29.11% | #1 | $1.66B | 18.8M | $1.37B | 3.7M | +15.1M+406.29% | Add |
| MORGAN STANLEY |
| 0.06% | 0.06% | #532 | $1.16B | 13.2M | $955.2M | 2.4M | +10.8M+454.43% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.06% | 0.05% | #548 | $883.6M | 10.1M | $747.1M | 2.0M | +8.0M+394.34% | Add |
| LPL Financial LLC |
| 0.12% | 0.11% | #387 | $512.8M | 5.8M | $424.3M | 1.2M | +4.7M+405.18% | Add |
| UBS Group AG |
| 0.06% | 0.06% | #540 | $454.6M | 5.2M | $383.0M | 1.0M | +4.1M+396.16% | Add |
| VANTAGEPOINT INVESTMENT ADVISERS LLC |
| 2.83% | 2.67% | #61 | $377.6M | 4.3M | $315.6M | 859,017 | +3.4M+400.00% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.56% | 0.56% | #175 | $369.0M | 4.2M | $319.4M | 869,407 | +3.3M+382.80% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.07% | 0.07% | #503 | $341.6M | 3.9M | $292.8M | 796,750 | +3.1M+387.65% | Add |
| Merit Financial Group, LLC |
| 1.95% | 1.48% | #81 | $320.2M | 3.6M | $199.3M | 542,393 | +3.1M+571.45% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.07% | 0.07% | #480 | $312.4M | 3.6M | $261.4M | 711,289 | +2.8M+399.67% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.05% | 0.05% | #584 | $287.5M | 3.3M | $275.4M | 749,477 | +2.5M+336.42% | Add |
| Cerity Partners LLC |
| 0.32% | 0.28% | #230 | $262.4M | 3.0M | $200.7M | 541,188 | +2.4M+451.39% | Add |
| ANGELES WEALTH MANAGEMENT, LLC |
| 9.47% | 11.42% | #15 | $252.3M | 2.9M | $209.9M | 571,184 | +2.3M+402.39% | Add |
| PNC FINANCIAL SERVICES GROUP, INC. |
| 0.11% | 0.11% | #394 | $228.6M | 2.6M | $195.4M | 531,713 | +2.1M+389.07% | Add |
| Howard Capital Management, LLC |
| 2.36% | 2.73% | #69 | $199.9M | 2.3M | $167.1M | 454,704 | +1.8M+400.00% | Add |
| ROYAL BANK OF CANADA |
| 0.03% | 0.03% | #665 | $195.3M | 2.2M | $171.3M | 466,332 | +1.8M+376.42% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.05% | 0.05% | #573 | $187.0M | 2.1M | $159.5M | 434,071 | +1.7M+390.09% | Add |
| Facet Wealth, Inc. |
| 2.32% | 2.08% | #71 | $162.2M | 1.8M | $120.0M | 326,511 | +1.5M+465.04% | Add |
| OSAIC HOLDINGS, INC. |
| 0.15% | 0.15% | #338 | $129.8M | 1.5M | $105.2M | 286,053 | +1.2M+416.00% | Add |
| PETREDIS INVESTMENT ADVISORS LLC |
| 8.12% | 8.27% | #21 | $120.6M | 1.4M | $101.1M | 275,168 | +1.1M+398.48% | Add |
| Rockefeller Capital Management L.P. |
| 0.16% | 0.16% | #324 | $107.4M | 1.2M | $87.9M | 239,281 | +982,097+410.44% | Add |
| Falcon Wealth Planning |
| 6.65% | 5.85% | #29 | $105.4M | 1.2M | $85.9M | 233,737 | +964,757+412.75% | Add |
| Strategic Investment Advisors / MI |
| 6.35% | 5.97% | #33 | $104.9M | 1.2M | $86.4M | 235,025 | +958,278+407.73% | Add |
| Portfolio Strategies, Inc. |
| 10.32% | 10.67% | #12 | $103.4M | 1.2M | $86.5M | 234,679 | +941,569+401.22% | Add |
| HighTower Advisors, LLC |
| 0.1% | 0.09% | #425 | $99.2M | 1.1M | $83.2M | 226,497 | +901,476+398.01% | Add |
| Black Diamond Financial, LLC |
| 8.5% | 8.36% | #19 | $96.4M | 1.1M | $76.6M | 208,474 | +888,345+426.12% | Add |
| STIFEL FINANCIAL CORP |
| 0.07% | 0.06% | #486 | $87.7M | 998,155 | $70.7M | 192,273 | +805,882+419.13% | Add |
| Arax Advisory Partners |
| 0.57% | 0.07% | #173 | $85.6M | 973,489 | $2.6M | 7,150 | +966,339+13,515.23% | Add |
| IFC Advisors LLC |
| 10.47% | 9.86% | #11 | $82.5M | 938,049 | $68.9M | 187,508 | +750,541+400.27% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.1% | 0.1% | #414 | $81.1M | 922,894 | $69.3M | 188,628 | +734,266+389.27% | Add |
| Mariner, LLC |
| 0.08% | 0.08% | #452 | $80.2M | 912,807 | $72.0M | 195,895 | +716,912+365.97% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.04% | 0.04% | #606 | $78.2M | 889,770 | $63.9M | 173,959 | +715,811+411.48% | Add |
| Cetera Investment Advisers |
| 0.07% | 0.06% | #500 | $76.7M | 872,496 | $57.6M | 156,790 | +715,706+456.47% | Add |
| Praetorian Wealth Management, Inc. |
| 12.97% | 12.28% | #5 | $75.2M | 855,232 | $64.6M | 168,397 | +686,835+407.87% | Add |
| Gratus Wealth Advisors, LLC |
| 9.15% | 8.64% | #17 | $71.9M | 817,879 | $59.8M | 162,614 | +655,265+402.96% | Add |
| Leelyn Smith, LLC |
| 8.48% | 7.83% | #20 | $69.8M | 793,605 | $55.9M | 152,036 | +641,569+421.98% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #918 | $65.5M | 756,909 | $52.5M | 148,495 | +608,414+409.72% | Add |
| CITADEL ADVISORS LLC |
| 0.01% | 0.01% | #843 | $65.4M | 743,809 | $57.3M | 155,900 | +587,909+377.11% | Add |
| Creative Planning |
| 0.03% | 0.03% | #645 | $57.4M | 652,778 | $49.4M | 134,579 | +518,199+385.05% | Add |
| LEAVELL INVESTMENT MANAGEMENT, INC. |
| 2% | 1.9% | #77 | $54.7M | 621,914 | $46.4M | 126,300 | +495,614+392.41% | Add |
| Janney Montgomery Scott LLC |
| 0.11% | — | #406 | $54.6M | 621,047 | $0 | 0 | +621,047 | New Buy |
| HENGEHOLD CAPITAL MANAGEMENT LLC |
| 4.11% | 3.82% | #45 | $53.0M | 602,809 | $43.7M | 119,065 | +483,744+406.29% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.11% | 0.11% | #393 | $49.0M | 557,807 | $41.0M | 111,482 | +446,325+400.36% | Add |
| MARS JEWETT FINANCIAL GROUP, INC. |
| 9.86% | 0.26% | #14 | $48.7M | 554,130 | $832,764 | 2,266 | +551,864+24,354.10% | Add |
| Beacon Capital Management, LLC |
| 6.84% | 8.78% | #28 | $46.7M | 530,802 | $49.7M | 135,363 | +395,439+292.13% | Add |
| BTG Pactual Asset Management US LLC |
| 2.82% | 3.12% | #62 | $45.3M | 515,749 | $36.0M | 97,943 | +417,806+426.58% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.09% | 0.09% | #438 | $44.4M | 505,515 | $33.0M | 89,900 | +415,615+462.31% | Add |
| Lido Advisors, LLC |
| 0.12% | 0.12% | #379 | $43.9M | 499,842 | $37.9M | 103,174 | +396,668+384.47% | Add |
| Bernardo Wealth Planning LLC |
| 7.37% | 7.48% | #25 | $43.1M | 490,460 | $38.2M | 103,956 | +386,504+371.80% | Add |
