| Roehl & Yi Investment Advisors, LLC |
| 0.61% | — | #78 | $1.77B | 79,357 | $0 | 0 | +79,357 | New Buy |
| Capital International Investors |
| 0.34% | 0.27% | #101 | $1.63B | 73.0M | $1.16B | 52.1M | +20.9M+40.16% | Add |
| LPL Financial LLC |
| 0.17% | 0.18% | #131 | $745.9M | 33.5M | $663.6M | 29.7M | +3.8M+12.65% | Add |
| MORGAN STANLEY |
| 0.03% | 0.02% | #236 | $501.1M | 22.5M | $365.8M | 16.1M | +6.4M+39.63% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.07% | 0.07% | #175 | $429.0M | 19.2M | $385.3M | 17.2M | +2.0M+11.59% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.07% | 0.07% | #182 | $275.7M | 12.4M | $256.6M | 11.5M | +884,794+7.70% | Add |
| Cetera Investment Advisers |
| 0.18% | 0.17% | #127 | $200.4M | 9.0M | $163.5M | 7.3M | +1.7M+22.83% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.05% | 0.05% | #196 | $196.4M | 8.8M | $155.2M | 6.9M | +1.9M+26.84% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.08% | 0.09% | #173 | $141.1M | 6.3M | $143.6M | 6.4M | -94,542-1.47% | Reduce |
| UBS Group AG |
| 0.02% | 0.02% | #251 | $119.0M | 5.3M | $109.8M | 4.9M | +422,863+8.60% | Add |
| Janney Montgomery Scott LLC |
| 0.23% | 0.27% | #113 | $118.4M | 5.3M | $109.8M | 4.9M | +396,556+8.07% | Add |
| &PARTNERS |
| 0.44% | 0.54% | #90 | $106.6M | 4.8M | $110.0M | 4.9M | -121,938-2.49% | Reduce |
| ROYAL BANK OF CANADA |
| 0.01% | 0.02% | #253 | $99.1M | 4.4M | $89.1M | 4.0M | +455,334+11.41% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.04% | 0.04% | #218 | $97.1M | 4.3M | $82.8M | 3.7M | +604,688+16.23% | Add |
| OSAIC HOLDINGS, INC. |
| 0.1% | 0.1% | #155 | $85.8M | 3.8M | $68.8M | 3.1M | +768,866+24.97% | Add |
| WNY Asset Management, LLC |
| 7.46% | 9.72% | #6 | $83.6M | 3.7M | $94.0M | 4.2M | -459,400-10.92% | Reduce |
| Souders Financial Advisors |
| 7.71% | 8.22% | #5 | $76.7M | 3.4M | $72.1M | 3.2M | +213,145+6.61% | Add |
| BENJAMIN EDWARDS INC |
| 0.7% | 0.72% | #69 | $76.6M | 3.4M | $72.3M | 3.2M | +200,100+6.18% | Add |
| HARBOUR INVESTMENTS, INC. |
| 1.02% | 1.11% | #55 | $76.1M | 3.4M | $71.9M | 3.2M | +195,967+6.09% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.09% | 0.11% | #161 | $73.1M | 3.3M | $79.0M | 3.5M | -258,914-7.32% | Reduce |
| MML INVESTORS SERVICES, LLC |
| 0.14% | 0.15% | #137 | $69.6M | 3.1M | $54.3M | 2.4M | +691,916+28.45% | Add |
| STIFEL FINANCIAL CORP |
| 0.06% | 0.05% | #193 | $66.2M | 3.0M | $58.6M | 2.6M | +344,819+13.14% | Add |
| Merit Financial Group, LLC |
| 0.34% | 0.41% | #100 | $56.0M | 2.5M | $55.6M | 2.5M | +26,776+1.08% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.13% | 0.14% | #145 | $54.4M | 2.4M | $52.6M | 2.4M | +85,736+3.64% | Add |
| Baird Financial Group, Inc. |
| 0.07% | 0.07% | #174 | $53.9M | 2.4M | $46.8M | 2.1M | +321,444+15.34% | Add |
| Confluence Wealth Services, Inc. |
| 1.45% | 1.45% | #47 | $50.8M | 2.3M | $37.3M | 1.7M | +605,493+36.22% | Add |
| Valmark Advisers, Inc. |
| 0.53% | 0.55% | #82 | $50.1M | 2.2M | $46.6M | 2.1M | +163,429+7.84% | Add |
| Stonebridge Financial Group, LLC |
| 3.61% | 3.79% | #23 | $47.6M | 2.1M | $46.1M | 2.1M | +71,581+3.47% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.07% | 0.08% | #178 | $45.2M | 2.0M | $43.7M | 2.0M | +71,863+3.67% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #291 | $40.5M | 1.8M | $32.6M | 1.5M | +358,093+24.55% | Add |
| McGlone Suttner Wealth Management, Inc. |
| 3.91% | 4.23% | #22 | $33.3M | 1.5M | $32.0M | 1.4M | +63,899+4.46% | Add |
| Convergence Financial, LLC |
| 2.54% | 1.31% | #34 | $32.0M | 1.4M | $12.3M | 551,351 | +884,206+160.37% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.05% | 0.06% | #197 | $31.9M | 1.4M | $29.8M | 1.3M | +110,376+8.31% | Add |
| Kestra Investment Management, LLC |
| 0.6% | 0.77% | #79 | $30.9M | 1.4M | $44.8M | 2.0M | -617,162-30.80% | Reduce |
| Midwest Heritage Bank, FSB |
| 8.7% | 9.51% | #4 | $30.7M | 1.4M | $29.6M | 1.3M | +49,992+3.77% | Add |
| Compton Financial Group, LLC |
| 5.58% | 2.15% | #13 | $29.0M | 1.3M | $9.8M | 436,438 | +864,079+197.98% | Add |
| IAM Advisory, LLC |
| 5.65% | 6.38% | #12 | $29.0M | 1.3M | $28.5M | 1.3M | +25,359+1.99% | Add |
| Wood Tarver Financial Group, LLC |
| 6.56% | 7.36% | #8 | $27.8M | 1.2M | $26.6M | 1.2M | +55,812+4.68% | Add |
| Bernardo Wealth Planning LLC |
| 4.72% | 5.22% | #17 | $27.6M | 1.2M | $26.7M | 1.2M | +45,673+3.82% | Add |
| ST GERMAIN D J CO INC |
| 0.95% | 1.03% | #57 | $26.3M | 1.2M | $25.9M | 1.2M | +21,533+1.86% | Add |
| MCF Advisors LLC |
| 0.91% | 1.12% | #59 | $25.4M | 1.1M | $25.5M | 1.1M | -1,756-0.15% | Reduce |
| D.A. DAVIDSON & CO. |
| 0.12% | 0.12% | #147 | $21.9M | 983,289 | $20.1M | 901,411 | +81,878+9.08% | Add |
| EVOLVE PRIVATE WEALTH, LLC |
| 1.31% | 1.1% | #51 | $21.5M | 964,284 | $20.5M | 919,620 | +44,664+4.86% | Add |
| EverSource Wealth Advisors, LLC |
| 0.71% | 0.47% | #67 | $21.2M | 949,401 | $15.5M | 692,902 | +256,499+37.02% | Add |
| Private Advisor Group, LLC |
| 0.1% | 0.06% | #158 | $21.2M | 949,288 | $13.2M | 590,466 | +358,822+60.77% | Add |
| Kestra Advisory Services, LLC |
| 0.07% | 0.03% | #181 | $20.3M | 910,695 | $8.2M | 365,657 | +545,038+149.06% | Add |
| Wealthcare Advisory Partners LLC |
| 0.37% | 0.33% | #94 | $19.4M | 871,667 | $16.7M | 748,481 | +123,186+16.46% | Add |
| Main Line Retirement Advisors, LLC |
| 8.78% | 9.32% | #3 | $19.2M | 859,472 | $18.7M | 835,729 | +23,743+2.84% | Add |
| CONDOR CAPITAL MANAGEMENT |
| 1.43% | 1.52% | #48 | $19.1M | 855,417 | $18.2M | 815,358 | +40,059+4.91% | Add |
| Aprio Wealth Management, LLC |
| 0.91% | 1.17% | #58 | $18.5M | 830,361 | $21.5M | 960,231 | -129,870-13.52% | Reduce |
