| LPL Financial LLC |
| 0.16% | 0.14% | #185 | $696.8M | 4.1M | $536.5M | 3.7M | +395,821+10.70% | Add |
| MORGAN STANLEY |
| 0.02% | 0.02% | #321 | $402.9M | 2.4M | $251.4M | 1.9M | +509,009+27.38% | Add |
| Cetera Investment Advisers |
| 0.23% | 0.21% | #152 | $257.0M | 1.5M | $198.3M | 1.4M | +142,924+10.45% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.12% | 0.1% | #200 | $233.4M | 1.4M | $169.0M | 1.2M | +206,397+17.71% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.04% | 0.03% | #284 | $228.9M | 1.3M | $171.5M | 1.2M | +162,581+13.74% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.06% | 0.05% | #249 | $221.0M | 1.3M | $162.6M | 1.1M | +178,078+15.89% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.05% | 0.04% | #262 | $220.5M | 1.3M | $154.0M | 1.1M | +234,003+22.04% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.03% | 0.03% | #289 | $172.7M | 1.0M | $110.3M | 760,223 | +254,958+33.54% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #358 | $170.2M | 1.0M | $113.9M | 785,643 | +214,567+27.31% | Add |
| OSAIC HOLDINGS, INC. |
| 0.18% | 0.16% | #173 | $151.9M | 892,567 | $108.1M | 745,103 | +147,464+19.79% | Add |
| VANTAGEPOINT INVESTMENT ADVISERS LLC |
| 1.12% | 1.16% | #58 | $150.0M | 881,795 | $137.0M | 944,456 | -62,661-6.63% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| 0.06% | 0.04% | #257 | $139.6M | 835,694 | $80.3M | 560,428 | +275,266+49.12% | Add |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #349 | $86.3M | 507,500 | $54.1M | 372,930 | +134,570+36.08% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.16% | 0.14% | #183 | $78.3M | 460,191 | $50.2M | 346,064 | +114,127+32.98% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.17% | 0.11% | #180 | $74.1M | 435,788 | $43.6M | 300,740 | +135,048+44.91% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.08% | 0.07% | #232 | $62.6M | 368,061 | $52.6M | 362,476 | +5,585+1.54% | Add |
| STIFEL FINANCIAL CORP |
| 0.05% | 0.05% | #263 | $62.1M | 365,151 | $51.6M | 355,954 | +9,197+2.58% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.95% | 0.91% | #65 | $60.2M | 353,974 | $49.8M | 343,675 | +10,299+3.00% | Add |
| HighTower Advisors, LLC |
| 0.06% | 0.04% | #254 | $59.3M | 348,431 | $37.4M | 258,043 | +90,388+35.03% | Add |
| UBS Group AG |
| 0.01% | 0.01% | #372 | $58.1M | 341,475 | $44.9M | 309,745 | +31,730+10.24% | Add |
| AFFINITY WEALTH MANAGEMENT LLC |
| 7.02% | 7.08% | #4 | $54.5M | 320,484 | $46.8M | 322,634 | -2,150-0.67% | Reduce |
| Private Advisor Group, LLC |
| 0.21% | 0.12% | #163 | $45.3M | 266,130 | $24.7M | 170,297 | +95,833+56.27% | Add |
| Clark Capital Management Group, Inc. |
| 0.19% | 0.19% | #167 | $35.7M | 209,806 | $31.5M | 217,335 | -7,529-3.46% | Reduce |
| TWO SIGMA INVESTMENTS, LP |
| 0.02% | — | #313 | $33.5M | 196,900 | $0 | 0 | +196,900 | New Buy |
| AssuredPartners Investment Advisors, LLC |
| 3.1% | 1.92% | #16 | $32.1M | 188,397 | $17.6M | 119,630 | +68,767+57.48% | Add |
| Equitable Holdings, Inc. |
| 0.18% | 0.15% | #174 | $29.8M | 175,074 | $23.2M | 167,728 | +7,346+4.38% | Add |
| CITIGROUP INC |
| 0.01% | 0.01% | #365 | $29.2M | 171,794 | $24.0M | 165,424 | +6,370+3.85% | Add |
| NewEdge Advisors, LLC |
| 0.08% | 0.04% | #231 | $26.5M | 155,686 | $11.4M | 78,283 | +77,403+98.88% | Add |
| Oxford Wealth Group, LLC |
| 10.51% | 10.93% | #2 | $23.5M | 138,113 | $20.0M | 137,941 | +172+0.12% | Add |
| Davidson Capital Management Inc. |
| 3.76% | 3.67% | #12 | $23.5M | 138,042 | $20.2M | 139,553 | -1,511-1.08% | Reduce |
| PRINCIPAL SECURITIES, INC. |
| 0.28% | 0.27% | #138 | $23.2M | 136,140 | $18.5M | 127,717 | +8,423+6.60% | Add |
| SHP Wealth Management |
| 1.53% | — | #44 | $22.2M | 130,771 | $0 | 0 | +130,771 | New Buy |
| Focus Financial Network, Inc. |
| 0.66% | 0.64% | #80 | $21.3M | 125,386 | $18.0M | 123,954 | +1,432+1.16% | Add |
| Ameritas Investment Partners, Inc. |
| 0.55% | 0.1% | #90 | $20.6M | 120,954 | $3.3M | 22,803 | +98,151+430.43% | Add |
| Dala Group, LLC |
| 15.7% | 12.63% | #1 | $19.1M | 112,019 | $15.1M | 104,230 | +7,789+7.47% | Add |
| Peak Planning Group, LLC |
| 4.21% | — | #11 | $18.6M | 109,569 | $0 | 0 | +109,569 | New Buy |
| Modern Wealth Management, LLC |
| 0.22% | 0.28% | #158 | $18.4M | 108,083 | $16.4M | 111,128 | -3,045-2.74% | Reduce |
| Kestra Advisory Services, LLC |
| 0.06% | 0.03% | #253 | $18.1M | 106,501 | $7.4M | 50,955 | +55,546+109.01% | Add |
| FIFTH THIRD SECURITIES, INC. |
| 0.98% | 0.9% | #63 | $17.2M | 101,244 | $13.9M | 96,156 | +5,088+5.29% | Add |
| Financial Partners Group, Inc |
| 1.74% | 1.78% | #41 | $17.2M | 100,867 | $14.9M | 102,430 | -1,563-1.53% | Reduce |
| MANCHESTER FINANCIAL INC |
| 2.92% | 2.63% | #19 | $16.4M | 96,580 | $13.7M | 94,402 | +2,178+2.31% | Add |
| Orion Porfolio Solutions, LLC |
| 0.12% | 0.13% | #201 | $16.2M | 95,363 | $15.5M | 107,134 | -11,771-10.99% | Reduce |
| Family Investment Center, Inc. |
| 2.63% | 2.73% | #25 | $15.8M | 93,073 | $14.2M | 97,708 | -4,635-4.74% | Reduce |
| Advance Capital Management, Inc. |
| 0.51% | 1.03% | #91 | $15.8M | 92,765 | $27.2M | 187,256 | -94,491-50.46% | Reduce |
| Sound Income Strategies, LLC |
| 0.71% | 0.57% | #76 | $15.8M | 92,630 | $11.9M | 80,255 | +12,375+15.42% | Add |
| Insight Wealth Strategies, LLC |
| 1.51% | 1.49% | #45 | $15.5M | 93,115 | $13.4M | 92,075 | +1,040+1.13% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.03% | 0.03% | #311 | $15.4M | 95,520 | $14.2M | 95,944 | -424-0.44% | Reduce |
| Quadrature Capital Ltd |
| 0.13% | — | #199 | $14.8M | 87,025 | $0 | 0 | +87,025 | New Buy |
| FreeGulliver LLC |
| 5.19% | 4.56% | #8 | $14.7M | 86,510 | $10.8M | 74,628 | +11,882+15.92% | Add |
| Oasis Advisors, LLC |
| 9.33% | 15.51% | #3 | $14.4M | 84,481 | $677.1M | 4.7M | -4.6M-98.19% | Reduce |
