| MORGAN STANLEY |
| 0.01% | 0.01% | #296 | $192.7M | 9.5M | $163.7M | 8.0M | +1.5M+18.89% | Add |
| LPL Financial LLC |
| 0.04% | 0.04% | #238 | $164.3M | 8.1M | $156.3M | 7.7M | +416,628+5.44% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.03% | 0.03% | #261 | $157.0M | 7.7M | $160.9M | 7.9M | -166,180-2.11% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.04% | 0.04% | #240 | $135.2M | 6.6M | $126.8M | 6.2M | +430,782+6.94% | Add |
| UBS Group AG |
| 0.01% | 0.01% | #292 | $95.9M | 4.7M | $98.3M | 4.8M | -100,480-2.09% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #322 | $95.1M | 4.7M | $91.2M | 4.5M | +205,009+4.59% | Add |
| Waverly Advisors, LLC |
| 0.55% | <0.01% | #85 | $94.4M | 4.6M | $577,549 | 28,279 | +4.6M+16,298.29% | Add |
| Lido Advisors, LLC |
| 0.25% | 0.31% | #119 | $92.9M | 4.6M | $100.5M | 4.9M | -359,205-7.30% | Reduce |
| Invesco Ltd. |
| 0.01% | 0.01% | #321 | $78.0M | 3.8M | $72.1M | 3.5M | +298,037+8.44% | Add |
| Clearstead Advisors, LLC |
| 0.63% | 0.61% | #74 | $66.7M | 3.3M | $66.5M | 3.3M | +19,713+0.61% | Add |
| MAI Capital Management |
| 0.19% | 0.27% | #138 | $50.3M | 2.5M | $47.2M | 2.3M | +161,926+7.01% | Add |
| Bluespring Wealth Management, LLC |
| 0.96% | 2.99% | #51 | $50.0M | 2.5M | $34.8M | 1.7M | +754,584+44.35% | Add |
| Fusion Family Wealth, LLC |
| 3.1% | 3.43% | #11 | $46.6M | 2.3M | $45.9M | 2.2M | +41,158+1.83% | Add |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #316 | $46.5M | 2.3M | $43.2M | 2.1M | +167,634+7.92% | Add |
| TLWM |
| 5.46% | 5.95% | #1 | $33.6M | 1.6M | $33.0M | 1.6M | +30,106+1.86% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.06% | 0.06% | #211 | $29.0M | 1.4M | $23.0M | 1.1M | +295,247+26.21% | Add |
| DAVIS R M INC |
| 0.45% | 0.47% | #94 | $28.4M | 1.4M | $26.5M | 1.3M | +96,328+7.43% | Add |
| MONECO ADVISORS, LLC |
| 1.7% | 1.98% | #30 | $27.8M | 1.4M | $25.5M | 1.2M | +112,738+9.02% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.06% | 0.07% | #201 | $27.6M | 1.4M | $25.4M | 1.2M | +109,888+8.84% | Add |
| Brookstone Capital Management |
| 0.28% | 0.33% | #114 | $27.5M | 1.4M | $29.1M | 1.4M | -71,929-5.05% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #320 | $26.4M | 1.3M | $24.1M | 1.2M | +114,447+9.69% | Add |
| Clark Asset Management, LLC |
| 2.01% | 2.13% | #26 | $25.7M | 1.3M | $22.7M | 1.1M | +150,007+13.51% | Add |
| Hills Bank & Trust Co |
| 1.08% | 2.45% | #45 | $25.5M | 1.3M | $50.7M | 2.5M | -1.2M-49.59% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.03% | 0.04% | #251 | $24.8M | 1.2M | $24.5M | 1.2M | +18,745+1.56% | Add |
| Baird Financial Group, Inc. |
| 0.03% | 0.03% | #247 | $23.5M | 1.2M | $18.3M | 895,118 | +258,579+28.89% | Add |
| STIFEL FINANCIAL CORP |
| 0.02% | 0.02% | #274 | $23.2M | 1.1M | $23.1M | 1.1M | +10,453+0.93% | Add |
| MANCHESTER FINANCIAL INC |
| 3.8% | 4.03% | #5 | $21.4M | 1.0M | $21.0M | 1.0M | +20,972+2.04% | Add |
| Kestra Advisory Services, LLC |
| 0.07% | 0.03% | #196 | $20.7M | 1.0M | $8.9M | 434,858 | +581,811+133.79% | Add |
| Legacy Financial Group LLC |
| 2.16% | 2.24% | #20 | $19.2M | 942,654 | $17.8M | 872,980 | +69,674+7.98% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.03% | 0.03% | #252 | $18.9M | 926,463 | $14.6M | 715,278 | +211,185+29.52% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #344 | $18.4M | 903,577 | $17.4M | 854,354 | +49,223+5.76% | Add |
| &PARTNERS |
| 0.07% | 0.08% | #193 | $17.8M | 873,094 | $16.9M | 826,489 | +46,605+5.64% | Add |
| Cornerstone Wealth Management, LLC |
| 0.76% | 0.84% | #66 | $17.6M | 866,541 | $16.8M | 820,301 | +46,240+5.64% | Add |
| SHUFRO ROSE & CO LLC |
| 0.94% | 1.14% | #53 | $16.4M | 803,966 | $16.8M | 821,597 | -17,631-2.15% | Reduce |
| Asset Dedication, LLC |
| 1% | 1.1% | #50 | $15.8M | 778,269 | $15.7M | 769,824 | +8,445+1.10% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.01% | 0.01% | #319 | $15.8M | 773,478 | $12.1M | 593,404 | +180,074+30.35% | Add |
| Arax Advisory Partners |
| 0.1% | — | #174 | $15.6M | 765,181 | $0 | 0 | +765,181 | New Buy |
| Atlantic Union Bankshares Corp |
| 0.26% | 0.23% | #117 | $15.6M | 765,033 | $11.8M | 579,298 | +185,735+32.06% | Add |
| Rothschild Wealth LLC |
| 1.16% | 1.33% | #41 | $14.6M | 716,175 | $14.7M | 718,871 | -2,696-0.38% | Reduce |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #290 | $14.0M | 688,309 | $9.2M | 451,567 | +236,742+52.43% | Add |
| Goepper Burkhardt LLC |
| 4.08% | 4.23% | #4 | $13.6M | 666,697 | $12.7M | 620,564 | +46,133+7.43% | Add |
| Cornerstone Planning, LLC |
| 3.01% | 2.88% | #13 | $13.0M | 639,285 | $12.7M | 622,570 | +16,715+2.68% | Add |
| NewEdge Advisors, LLC |
| 0.04% | 0.05% | #232 | $13.0M | 636,190 | $13.0M | 635,427 | +763+0.12% | Add |
| KIRR MARBACH & CO LLC /IN/ |
| 2.18% | 2.4% | #19 | $13.0M | 635,968 | $13.2M | 644,876 | -8,908-1.38% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.02% | #279 | $12.5M | 611,496 | $13.0M | 637,763 | -26,267-4.12% | Reduce |
| Sanctuary Advisors, LLC |
| 0.05% | 0.07% | #218 | $11.4M | 561,363 | $12.9M | 633,787 | -72,424-11.43% | Reduce |
| Straight Path Wealth Management |
| 2.66% | 2.94% | #16 | $11.4M | 559,555 | $11.0M | 539,166 | +20,389+3.78% | Add |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.12% | 0.14% | #163 | $11.3M | 554,963 | $11.2M | 549,764 | +5,199+0.95% | Add |
| COOKSON PEIRCE & CO INC |
| 0.37% | 0.47% | #105 | $11.2M | 548,046 | $11.0M | 539,699 | +8,347+1.55% | Add |
| CENTRAL VALLEY ADVISORS, LLC |
| 2.81% | 3.02% | #14 | $11.0M | 538,903 | $11.1M | 541,660 | -2,757-0.51% | Reduce |
