| LPL Financial LLC |
| 0.28% | 0.2% | #296 | $1.24B | 7.7M | $761.5M | 6.8M | +876,646+12.91% | Add |
| MORGAN STANLEY |
| 0.03% | 0.02% | #549 | $571.6M | 3.5M | $300.6M | 2.5M | +1.1M+42.52% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.03% | 0.03% | #536 | $519.4M | 3.2M | $359.8M | 3.2M | +5,854+0.18% | Add |
| VANTAGEPOINT INVESTMENT ADVISERS LLC |
| 2.7% | 2.29% | #72 | $360.3M | 2.2M | $270.5M | 2.4M | -182,962-7.58% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.08% | 0.05% | #447 | $294.4M | 1.8M | $175.5M | 1.6M | +256,756+16.40% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.14% | 0.11% | #383 | $266.7M | 1.7M | $173.4M | 1.5M | +104,328+6.75% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.06% | 0.04% | #486 | $239.0M | 1.5M | $151.5M | 1.4M | +128,087+9.48% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.04% | 0.03% | #520 | $237.6M | 1.5M | $137.3M | 1.2M | +246,640+20.14% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.5% | 0.31% | #219 | $217.1M | 1.3M | $119.3M | 1.1M | +279,905+26.31% | Add |
| JPMORGAN CHASE & CO |
| 0.01% | 0.01% | #632 | $175.9M | 1.1M | $147.2M | 1.4M | -255,598-18.72% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.2% | 0.13% | #340 | $169.6M | 1.0M | $91.4M | 815,004 | +234,635+28.79% | Add |
| Cetera Investment Advisers |
| 0.14% | 0.12% | #381 | $158.4M | 980,323 | $114.3M | 1.0M | -39,214-3.85% | Reduce |
| Performance Wealth Partners, LLC |
| 3.66% | 1.15% | #47 | $147.4M | 912,173 | $39.7M | 354,176 | +557,997+157.55% | Add |
| Mirae Asset Global Investments Co., Ltd. |
| 0.21% | 0.02% | #333 | $140.4M | 869,180 | $8.2M | 72,865 | +796,315+1,092.86% | Add |
| PLANNING ALTERNATIVES LTD /ADV |
| 13.01% | 10.77% | #4 | $121.4M | 751,352 | $83.5M | 744,409 | +6,943+0.93% | Add |
| Equitable Holdings, Inc. |
| 0.69% | 0.54% | #197 | $114.9M | 711,587 | $84.5M | 711,104 | +483+0.07% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.04% | 0.02% | #512 | $111.3M | 721,878 | $50.9M | 461,741 | +260,137+56.34% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.22% | 0.15% | #329 | $106.5M | 659,465 | $54.1M | 482,823 | +176,642+36.59% | Add |
| Redwood Investment Management, LLC |
| 10.22% | 9.14% | #7 | $103.1M | 638,049 | $73.6M | 656,268 | -18,219-2.78% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.13% | 0.06% | #401 | $102.1M | 631,935 | $42.4M | 377,857 | +254,078+67.24% | Add |
| MONEY CONCEPTS CAPITAL CORP |
| 4.49% | 3.84% | #34 | $97.0M | 600,487 | $69.5M | 619,748 | -19,261-3.11% | Reduce |
| UBS Group AG |
| 0.01% | 0.01% | #615 | $95.4M | 590,506 | $38.6M | 344,380 | +246,126+71.47% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.02% | <0.01% | #587 | $92.9M | 574,305 | $14.1M | 125,737 | +448,568+356.75% | Add |
| Private Advisor Group, LLC |
| 0.41% | 0.3% | #254 | $89.0M | 550,659 | $63.1M | 562,480 | -11,821-2.10% | Reduce |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.14% | 0.12% | #386 | $88.3M | 546,617 | $65.7M | 586,058 | -39,441-6.73% | Reduce |
| Alpine Bank Wealth Management |
| 10.18% | 12.91% | #8 | $79.3M | 490,988 | $88.8M | 791,714 | -300,726-37.98% | Reduce |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #628 | $66.8M | 413,793 | $36.0M | 320,865 | +92,928+28.96% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.11% | 0.08% | #417 | $66.0M | 429,242 | $36.5M | 317,849 | +111,393+35.05% | Add |
| CITADEL ADVISORS LLC |
| 0.01% | 0.01% | #649 | $59.9M | 370,872 | $36.3M | 324,100 | +46,772+14.43% | Add |
| TD PRIVATE CLIENT WEALTH LLC |
| 1.03% | 0.66% | #162 | $56.3M | 348,450 | $31.8M | 283,971 | +64,479+22.71% | Add |
| HighTower Advisors, LLC |
| 0.05% | 0.03% | #493 | $54.7M | 338,517 | $32.1M | 286,061 | +52,456+18.34% | Add |
| Family Investment Center, Inc. |
| 8.86% | 7.75% | #12 | $53.3M | 330,159 | $40.3M | 359,290 | -29,131-8.11% | Reduce |
| Triton Wealth Management, PLLC |
| 15.1% | 11.71% | #1 | $49.4M | 328,079 | $31.6M | 274,253 | +53,826+19.63% | Add |
| Penserra Capital Management LLC |
| 0.37% | 0.39% | #267 | $48.7M | 301,526 | $33.6M | 300,003 | +1,523+0.51% | Add |
| Invst, LLC |
| 4.49% | 3.93% | #35 | $46.0M | 284,962 | $34.8M | 310,790 | -25,828-8.31% | Reduce |
| Baltimore-Washington Financial Advisors, Inc. |
| 1.62% | — | #119 | $43.3M | 267,862 | $0 | 0 | +267,862 | New Buy |
| HBW ADVISORY SERVICES LLC |
| 3.85% | 2.87% | #44 | $42.5M | 263,212 | $27.3M | 243,249 | +19,963+8.21% | Add |
| RVW Wealth, LLC |
| 2.76% | 2.16% | #71 | $41.9M | 259,247 | $27.7M | 247,209 | +12,038+4.87% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #685 | $41.4M | 255,984 | $14.2M | 126,314 | +129,670+102.66% | Add |
| Sanctuary Advisors, LLC |
| 0.19% | 0.18% | #345 | $41.2M | 255,060 | $32.4M | 288,988 | -33,928-11.74% | Reduce |
| THOROUGHBRED FINANCIAL SERVICES, LLC |
| 1.76% | 1.15% | #110 | $40.6M | 251,472 | $19.1M | 170,157 | +81,315+47.79% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| 0.05% | 0.04% | #500 | $40.6M | 251,437 | $27.3M | 243,892 | +7,545+3.09% | Add |
| TOMPKINS FINANCIAL CORP |
| 2.77% | 2.25% | #70 | $39.6M | 245,323 | $28.3M | 252,266 | -6,943-2.75% | Reduce |
| Marks Wealth, LLC |
| 8.37% | — | #15 | $38.7M | 239,332 | $0 | 0 | +239,332 | New Buy |
| Davidson Capital Management Inc. |
| 5.9% | 4.74% | #22 | $36.9M | 228,169 | $26.2M | 233,423 | -5,254-2.25% | Reduce |
| NOMURA ASSET MANAGEMENT CO LTD |
| 0.08% | 0.01% | #451 | $36.2M | 224,100 | $2.4M | 21,600 | +202,500+937.50% | Add |
| STIFEL FINANCIAL CORP |
| 0.03% | 0.02% | #550 | $35.9M | 222,301 | $26.5M | 236,253 | -13,952-5.91% | Reduce |
| Whitaker-Myers Wealth Managers, LTD. |
| 5.96% | 4.76% | #21 | $35.7M | 220,770 | $23.9M | 212,872 | +7,898+3.71% | Add |
| Meridian Wealth Management, LLC |
| 1.06% | 0.97% | #160 | $34.5M | 213,710 | $27.7M | 246,978 | -33,268-13.47% | Reduce |
| Onyx Bridge Wealth Group LLC |
| 3.1% | 0.09% | #61 | $34.4M | 213,011 | $849,275 | 7,575 | +205,436+2,712.03% | Add |
