| JPMORGAN CHASE & CO |
| 0.06% | 0.07% | #186 | $1.15B | 11.9M | $1.07B | 13.1M | -1.3M-9.65% | Reduce |
| LPL Financial LLC |
| 0.17% | 0.16% | #131 | $776.9M | 7.9M | $617.2M | 7.3M | +577,640+7.91% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.66% | 0.63% | #67 | $433.7M | 4.4M | $362.8M | 4.3M | +106,266+2.48% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.11% | 0.09% | #161 | $399.8M | 4.1M | $281.1M | 3.3M | +729,211+21.93% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.08% | 0.09% | #175 | $396.6M | 4.0M | $394.5M | 4.7M | -646,447-13.85% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| 0.13% | 0.12% | #145 | $318.2M | 3.4M | $240.3M | 2.9M | +453,502+15.48% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.02% | 0.01% | #248 | $247.0M | 2.5M | $188.6M | 2.2M | +274,058+12.28% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.21% | 0.19% | #121 | $169.1M | 1.7M | $132.6M | 1.6M | +146,313+9.32% | Add |
| UBS Group AG |
| 0.02% | 0.02% | #243 | $133.5M | 1.4M | $107.0M | 1.3M | +87,671+6.92% | Add |
| ROYAL BANK OF CANADA |
| 0.02% | 0.02% | #236 | $133.5M | 1.4M | $114.0M | 1.3M | +5,384+0.40% | Add |
| Cetera Investment Advisers |
| 0.12% | 0.11% | #154 | $127.6M | 1.3M | $101.1M | 1.2M | +98,070+8.20% | Add |
| Janney Montgomery Scott LLC |
| 0.24% | 0.33% | #110 | $125.3M | 1.3M | $131.7M | 1.6M | -287,860-18.47% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.03% | 0.03% | #230 | $117.4M | 1.2M | $104.3M | 1.2M | -44,079-3.57% | Reduce |
| WELLS FARGO & COMPANY/MN |
| 0.02% | 0.01% | #239 | $110.7M | 1.1M | $76.9M | 909,712 | +212,666+23.38% | Add |
| Private Advisor Group, LLC |
| 0.49% | 0.19% | #81 | $108.0M | 1.1M | $40.5M | 479,593 | +615,515+128.34% | Add |
| OSAIC HOLDINGS, INC. |
| 0.11% | 0.09% | #162 | $91.1M | 923,634 | $61.0M | 722,210 | +201,424+27.89% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.13% | 0.14% | #143 | $79.5M | 867,409 | $65.7M | 813,173 | +54,236+6.67% | Add |
| Integrated Wealth Concepts LLC |
| 0.35% | 0.24% | #95 | $71.7M | 727,558 | $30.3M | 357,993 | +369,565+103.23% | Add |
| Goldstein Advisors, LLC |
| 6.31% | 6.37% | #7 | $69.0M | 700,355 | $57.3M | 678,390 | +21,965+3.24% | Add |
| Focus Partners Wealth |
| 0.07% | 0.06% | #184 | $67.1M | 680,124 | $56.6M | 669,406 | +10,718+1.60% | Add |
| Avior Wealth Management, LLC |
| 1.97% | 1.9% | #40 | $67.0M | 793,135 | $67.0M | 793,135 | 00.00% | Unchanged |
| American Trust |
| 4.68% | 4.51% | #15 | $60.8M | 616,315 | $51.1M | 604,032 | +12,283+2.03% | Add |
| GGM Financial LLC |
| 22.81% | 23.39% | #1 | $60.2M | 610,144 | $50.8M | 601,161 | +8,983+1.49% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.9% | 0.85% | #57 | $57.0M | 578,497 | $46.5M | 550,429 | +28,068+5.10% | Add |
| Provenance Wealth Advisors, LLC |
| 5.26% | 5% | #10 | $55.2M | 559,494 | $47.2M | 558,867 | +627+0.11% | Add |
| AlphaCore Capital LLC |
| 0.99% | 0.88% | #54 | $53.4M | 541,589 | $37.2M | 439,640 | +101,949+23.19% | Add |
| STIFEL FINANCIAL CORP |
| 0.04% | 0.04% | #206 | $52.5M | 532,643 | $44.1M | 521,998 | +10,645+2.04% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.49% | 0.49% | #82 | $51.6M | 523,837 | $44.3M | 523,889 | -52-0.01% | Reduce |
| STEPH & CO |
| 13.04% | 12.49% | #2 | $51.5M | 522,553 | $43.8M | 517,947 | +4,606+0.89% | Add |
| Stratos Wealth Partners, LTD. |
| 0.46% | 0.44% | #85 | $46.1M | 467,890 | $38.8M | 458,988 | +8,902+1.94% | Add |
| Berman McAleer LLC |
| 5.22% | 5.23% | #11 | $45.1M | 457,566 | $38.3M | 453,276 | +4,290+0.95% | Add |
| Bank of New York Mellon Corp |
| 0.01% | 0.01% | #283 | $43.1M | 437,258 | $34.5M | 408,564 | +28,694+7.02% | Add |
| FMR LLC |
| <0.01% | <0.01% | #317 | $41.5M | 420,635 | $32.9M | 389,605 | +31,030+7.96% | Add |
| Trust Co |
| 3.74% | 3.34% | #19 | $41.4M | 420,100 | $35.7M | 421,866 | -1,766-0.42% | Reduce |
| HUB Investment Partners, LLC |
| 0.73% | 0.82% | #62 | $40.6M | 411,446 | $34.2M | 404,453 | +6,993+1.73% | Add |
| HighTower Advisors, LLC |
| 0.04% | 0.03% | #215 | $36.4M | 369,468 | $31.2M | 369,434 | +34+0.01% | Add |
| Frontier Asset Management, LLC |
| 6.46% | 6.33% | #5 | $36.0M | 365,563 | $30.2M | 357,252 | +8,311+2.33% | Add |
| DAYMARK WEALTH PARTNERS, LLC |
| 0.88% | 1.18% | #58 | $35.9M | 364,062 | $37.7M | 445,778 | -81,716-18.33% | Reduce |
| KINTRA WEALTH, LLC |
| 1.66% | 0.17% | #42 | $31.8M | 327,929 | $2.4M | 28,278 | +299,651+1,059.66% | Add |
| Advantage Trust Co |
| 9.94% | 10.82% | #3 | $28.2M | 286,527 | $24.1M | 285,609 | +918+0.32% | Add |
| Sequoia Financial Advisors, LLC |
| 0.14% | 0.15% | #140 | $27.4M | 278,090 | $26.0M | 307,936 | -29,846-9.69% | Reduce |
| WealthPlan Investment Management, LLC |
| 1.3% | 1.15% | #44 | $26.2M | 265,976 | $20.6M | 243,522 | +22,454+9.22% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.05% | 0.06% | #198 | $25.5M | 258,950 | $22.2M | 263,071 | -4,121-1.57% | Reduce |
| Aprio Wealth Management, LLC |
| 1.26% | 1.51% | #45 | $25.5M | 258,205 | $27.6M | 326,607 | -68,402-20.94% | Reduce |
| Crumly & Associates Inc. |
| 4.69% | 4.51% | #14 | $24.5M | 248,565 | $21.4M | 253,779 | -5,214-2.05% | Reduce |
| ORRSTOWN FINANCIAL SERVICES INC |
| 5.35% | 3.32% | #9 | $23.2M | 234,992 | $19.9M | 234,992 | 00.00% | Unchanged |
| Allegheny Financial Group |
| 2.38% | 1.96% | #33 | $22.4M | 227,274 | $14.6M | 172,227 | +55,047+31.96% | Add |
| PNC FINANCIAL SERVICES GROUP, INC. |
| 0.01% | 0.01% | #268 | $22.0M | 223,203 | $18.2M | 215,646 | +7,557+3.50% | Add |
| Rockefeller Capital Management L.P. |
| 0.03% | 0.03% | #220 | $21.2M | 214,888 | $16.9M | 200,501 | +14,387+7.18% | Add |
| Arlington Financial Advisors, LLC |
| 2.67% | 2.55% | #30 | $21.1M | 213,622 | $17.9M | 211,610 | +2,012+0.95% | Add |
