| MORGAN STANLEY |
| 0.02% | 0.02% | #192 | $419.5M | 5.5M | $372.4M | 6.0M | -485,738-8.08% | Reduce |
| LPL Financial LLC |
| 0.06% | 0.05% | #127 | $250.3M | 3.3M | $187.4M | 3.1M | +197,578+6.37% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.03% | 0.04% | #172 | $184.3M | 2.4M | $194.8M | 3.2M | -794,695-24.65% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.17% | 0.16% | #65 | $132.5M | 1.7M | $111.7M | 1.8M | -101,036-5.47% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.03% | 0.03% | #159 | $128.7M | 1.7M | $107.7M | 1.8M | -86,760-4.87% | Reduce |
| UBS Group AG |
| 0.01% | 0.01% | #233 | $91.1M | 1.2M | $75.8M | 1.3M | -54,051-4.31% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #268 | $87.8M | 1.2M | $71.4M | 1.2M | -23,237-1.97% | Reduce |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #250 | $56.3M | 742,094 | $45.8M | 757,619 | -15,525-2.05% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.06% | 0.06% | #123 | $49.1M | 646,596 | $43.6M | 720,873 | -74,277-10.30% | Reduce |
| Proactive Wealth Strategies LLC |
| 7.37% | 6.92% | #2 | $45.9M | 604,871 | $36.8M | 609,498 | -4,627-0.76% | Reduce |
| Prospera Financial Services Inc |
| 0.66% | 0.61% | #24 | $45.2M | 596,001 | $38.2M | 631,578 | -35,577-5.63% | Reduce |
| Concurrent Investment Advisors, LLC |
| 0.37% | 0.37% | #37 | $43.1M | 568,217 | $34.0M | 562,364 | +5,853+1.04% | Add |
| NewEdge Advisors, LLC |
| 0.12% | 0.12% | #84 | $41.9M | 552,680 | $33.2M | 549,888 | +2,792+0.51% | Add |
| Janney Montgomery Scott LLC |
| 0.07% | — | #105 | $37.0M | 487,338 | $0 | 0 | +487,338 | New Buy |
| &PARTNERS |
| 0.15% | 0.02% | #73 | $36.6M | 517,054 | $3.6M | 59,800 | +457,254+764.64% | Add |
| SARD WEALTH MANAGEMENT GROUP, LLC |
| 17.37% | 15.39% | #1 | $36.3M | 478,783 | $28.3M | 468,254 | +10,529+2.25% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.08% | 0.08% | #97 | $36.2M | 477,376 | $31.5M | 521,319 | -43,943-8.43% | Reduce |
| STIFEL FINANCIAL CORP |
| 0.03% | 0.02% | #184 | $31.6M | 416,105 | $25.5M | 422,656 | -6,551-1.55% | Reduce |
| Cetera Investment Advisers |
| 0.03% | 0.03% | #177 | $30.6M | 403,313 | $24.4M | 403,640 | -327-0.08% | Reduce |
| Rockefeller Capital Management L.P. |
| 0.05% | 0.04% | #140 | $30.0M | 395,929 | $25.1M | 415,510 | -19,581-4.71% | Reduce |
| D.A. DAVIDSON & CO. |
| 0.17% | 0.15% | #66 | $29.9M | 393,649 | $24.1M | 398,503 | -4,854-1.22% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #260 | $27.5M | 362,245 | $23.5M | 389,192 | -26,947-6.92% | Reduce |
| BENJAMIN EDWARDS INC |
| 0.2% | 0.18% | #61 | $21.7M | 285,409 | $18.5M | 305,385 | -19,976-6.54% | Reduce |
| Baird Financial Group, Inc. |
| 0.03% | 0.03% | #173 | $21.4M | 282,564 | $20.7M | 343,182 | -60,618-17.66% | Reduce |
| Madrona Financial Services, LLC |
| 3.56% | 3.27% | #5 | $19.3M | 254,309 | $15.0M | 247,584 | +6,725+2.72% | Add |
| Geneos Wealth Management Inc. |
| 0.39% | 0.34% | #35 | $18.9M | 249,073 | $14.7M | 243,531 | +5,542+2.28% | Add |
| Private Advisor Group, LLC |
| 0.09% | 0.1% | #96 | $18.9M | 248,682 | $20.9M | 346,335 | -97,653-28.20% | Reduce |
| Steward Partners Investment Advisory, LLC |
| 0.09% | 0.07% | #95 | $18.3M | 241,466 | $14.6M | 241,542 | -76-0.03% | Reduce |
| Frederick Financial Consultants, LLC |
| 6.97% | 6.11% | #3 | $16.4M | 216,663 | $12.3M | 203,280 | +13,383+6.58% | Add |
| Strid Group, LLC |
| 1.58% | 1.48% | #13 | $14.2M | 187,639 | $12.0M | 198,099 | -10,460-5.28% | Reduce |
| Concentrum Wealth Management |
| 3.23% | 3.12% | #6 | $13.5M | 177,615 | $10.6M | 174,859 | +2,756+1.58% | Add |
| Regal Investment Advisors LLC |
| 0.68% | 0.61% | #23 | $13.2M | 173,447 | $10.5M | 173,870 | -423-0.24% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.06% | 0.06% | #120 | $12.4M | 163,142 | $7.5M | 123,925 | +39,217+31.65% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #328 | $11.9M | 159,482 | $7.4M | 126,028 | +33,454+26.54% | Add |
| Stratos Wealth Partners, LTD. |
| 0.11% | 0.1% | #86 | $11.4M | 149,627 | $9.2M | 152,481 | -2,854-1.87% | Reduce |
| AlphaCore Capital LLC |
| 0.2% | 0.2% | #57 | $11.0M | 145,236 | $8.4M | 139,511 | +5,725+4.10% | Add |
| HFG Advisors, Inc. |
| 6.85% | 6.11% | #4 | $11.0M | 144,740 | $8.7M | 143,684 | +1,056+0.73% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.02% | 0.02% | #210 | $10.8M | 148,626 | $9.8M | 161,001 | -12,375-7.69% | Reduce |
| HighTower Advisors, LLC |
| 0.01% | 0.01% | #240 | $10.2M | 134,483 | $8.3M | 136,665 | -2,182-1.60% | Reduce |
| Ashton Thomas Private Wealth, LLC |
| 0.2% | 0.19% | #56 | $9.8M | 129,312 | $8.1M | 133,501 | -4,189-3.14% | Reduce |
| MGO ONE SEVEN LLC |
| 0.15% | 0.15% | #72 | $9.2M | 120,655 | $7.7M | 126,928 | -6,273-4.94% | Reduce |
| Fusion Capital, LLC |
| 2.12% | 1.96% | #11 | $9.1M | 120,396 | $7.3M | 120,426 | -30-0.02% | Reduce |
| SkyOak Wealth, LLC |
| 1.31% | 1.19% | #15 | $8.0M | 105,819 | $6.5M | 107,748 | -1,929-1.79% | Reduce |
| Gateway Wealth Partners, LLC |
| 0.47% | 0.51% | #30 | $7.9M | 103,673 | $13.0M | 214,630 | -110,957-51.70% | Reduce |
| Valmark Advisers, Inc. |
| 0.08% | 0.07% | #98 | $7.7M | 101,122 | $6.0M | 98,725 | +2,397+2.43% | Add |
| CITIGROUP INC |
| <0.01% | <0.01% | #303 | $7.6M | 99,688 | $6.1M | 101,222 | -1,534-1.52% | Reduce |
| IFP Advisors, Inc |
| 0.13% | 0.13% | #81 | $7.5M | 98,210 | $6.1M | 101,409 | -3,199-3.15% | Reduce |
| PFG Investments, LLC |
| 0.27% | 0.24% | #50 | $7.1M | 92,939 | $5.3M | 86,943 | +5,996+6.90% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #297 | $6.9M | 93,647 | $5.3M | 89,101 | +4,546+5.10% | Add |
| Kestra Advisory Services, LLC |
| 0.02% | 0.02% | #200 | $6.4M | 84,352 | $5.3M | 87,664 | -3,312-3.78% | Reduce |
