| LPL Financial LLC |
| 0.03% | 0.03% | #165 | $147.2M | 1.3M | $123.4M | 1.3M | -34,545-2.67% | Reduce |
| MORGAN STANLEY |
| 0.01% | 0.01% | #245 | $129.9M | 1.1M | $143.2M | 1.4M | -263,168-19.17% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.03% | 0.02% | #172 | $119.6M | 1.0M | $57.1M | 597,556 | +424,099+70.97% | Add |
| Clearstead Trust, LLC |
| 11.23% | 8.68% | #1 | $85.9M | 734,041 | $53.3M | 557,871 | +176,170+31.58% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.01% | 0.01% | #214 | $84.8M | 724,901 | $66.1M | 692,430 | +32,471+4.69% | Add |
| Cetera Investment Advisers |
| 0.07% | 0.06% | #122 | $81.3M | 695,126 | $56.9M | 596,099 | +99,027+16.61% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.02% | 0.01% | #204 | $78.9M | 674,386 | $32.7M | 342,334 | +332,052+97.00% | Add |
| FAS Wealth Partners, Inc. |
| 3.8% | 3.52% | #7 | $73.0M | 623,515 | $56.6M | 592,851 | +30,664+5.17% | Add |
| B&D White Capital Company, LLC |
| 5.49% | 4.1% | #2 | $55.2M | 471,430 | $33.2M | 347,434 | +123,996+35.69% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #284 | $52.3M | 454,141 | $38.9M | 424,568 | +29,573+6.97% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #278 | $48.6M | 415,107 | $43.1M | 451,119 | -36,012-7.98% | Reduce |
| Wealthspire Advisors, LLC |
| 0.25% | <0.01% | #68 | $46.3M | 395,293 | $442,385 | 4,633 | +390,660+8,432.12% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #219 | $43.6M | 372,366 | $33.8M | 353,858 | +18,508+5.23% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.05% | 0.04% | #146 | $36.6M | 312,674 | $29.7M | 311,166 | +1,508+0.48% | Add |
| OSAIC HOLDINGS, INC. |
| 0.04% | 0.03% | #155 | $34.2M | 292,205 | $23.9M | 250,038 | +42,167+16.86% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.07% | 0.06% | #125 | $33.7M | 288,309 | $23.1M | 242,103 | +46,206+19.09% | Add |
| McKinley Carter Wealth Services, Inc. |
| 1.68% | 1.49% | #18 | $32.7M | 279,192 | $25.9M | 270,806 | +8,386+3.10% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #280 | $24.4M | 208,372 | $20.6M | 215,883 | -7,511-3.48% | Reduce |
| Phoenix Financial Ltd. |
| 0.16% | 0.11% | #79 | $23.4M | 200,000 | $11.4M | 200,000 | 00.00% | Unchanged |
| Goodman Advisory Group, LLC |
| 4.62% | 0.02% | #3 | $20.1M | 171,762 | $59,100 | 619 | +171,143+27,648.30% | Add |
| PARK AVENUE SECURITIES LLC |
| 0.12% | 0.08% | #93 | $20.0M | 170,932 | $10.1M | 105,945 | +64,987+61.34% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.03% | 0.03% | #169 | $19.2M | 164,399 | $15.1M | 155,875 | +8,524+5.47% | Add |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC |
| 2.6% | 2.41% | #9 | $16.6M | 141,722 | $13.6M | 142,759 | -1,037-0.73% | Reduce |
| Rockefeller Capital Management L.P. |
| 0.02% | 0.02% | #183 | $15.6M | 133,591 | $13.0M | 136,367 | -2,776-2.04% | Reduce |
| LongView Wealth Management |
| 3.86% | 3.6% | #6 | $15.0M | 128,562 | $14.3M | 136,102 | -7,540-5.54% | Reduce |
| Corient Private Wealth LLC |
| 0.01% | 0.02% | #224 | $15.0M | 128,107 | $12.2M | 127,673 | +434+0.34% | Add |
| Prime Capital Investment Advisors, LLC |
| 0.14% | 0.13% | #87 | $14.7M | 125,749 | $11.7M | 122,151 | +3,598+2.95% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #297 | $12.9M | 110,087 | $9.2M | 96,416 | +13,671+14.18% | Add |
| Cornerstone Wealth Management, LLC |
| 0.54% | 0.52% | #38 | $12.6M | 107,876 | $10.5M | 109,694 | -1,818-1.66% | Reduce |
| Bank of New York Mellon Corp |
| <0.01% | <0.01% | #296 | $11.7M | 99,920 | $6.8M | 71,239 | +28,681+40.26% | Add |
| WIN ADVISORS, INC |
| 4.02% | — | #4 | $11.3M | 96,476 | $0 | 0 | +96,476 | New Buy |
| Investors Research Corp |
| 1.91% | 1.66% | #16 | $10.7M | 91,309 | $8.7M | 90,847 | +462+0.51% | Add |
| Private Advisor Group, LLC |
| 0.05% | 0.01% | #143 | $10.3M | 87,636 | $2.8M | 29,725 | +57,911+194.82% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.02% | 0.01% | #208 | $10.0M | 85,075 | $8.1M | 84,985 | +90+0.11% | Add |
| Mariner, LLC |
| 0.01% | 0.02% | #233 | $9.1M | 77,535 | $13.6M | 142,348 | -64,813-45.53% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.02% | 0.02% | #191 | $9.0M | 76,747 | $7.0M | 73,039 | +3,708+5.08% | Add |
| White Pine Investment CO |
| 1.85% | 1.62% | #17 | $8.7M | 74,336 | $7.0M | 73,024 | +1,312+1.80% | Add |
| Marietta Wealth Management, LLC |
| 0.84% | 0.8% | #25 | $8.2M | 70,015 | $6.7M | 70,370 | -355-0.50% | Reduce |
| &PARTNERS |
| 0.03% | 0.03% | #166 | $8.0M | 68,243 | $6.2M | 64,467 | +3,776+5.86% | Add |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV |
| 1.09% | 0.98% | #22 | $7.6M | 64,730 | $6.1M | 64,379 | +351+0.55% | Add |
| Arcadia Wealth Management, LLC |
| 2.25% | 1.8% | #13 | $7.2M | 61,199 | $5.0M | 52,162 | +9,037+17.32% | Add |
| Aptus Capital Advisors, LLC |
| 0.05% | 0.05% | #141 | $7.1M | 60,344 | $5.8M | 61,158 | -814-1.33% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | 0.01% | #272 | $7.0M | 59,976 | $8.8M | 91,999 | -32,023-34.81% | Reduce |
| Sunburst Financial Group, LLC |
| 1.11% | 1.04% | #21 | $6.9M | 58,544 | $5.7M | 59,359 | -815-1.37% | Reduce |
| IHT Wealth Management, LLC |
| 0.14% | 0.13% | #86 | $6.7M | 57,532 | $5.5M | 57,931 | -399-0.69% | Reduce |
| Merit Financial Group, LLC |
| 0.04% | 0.04% | #154 | $6.6M | 56,663 | $5.2M | 54,219 | +2,444+4.51% | Add |
| JOHNSON INVESTMENT COUNSEL INC |
| 0.05% | 0.04% | #149 | $6.2M | 52,897 | $5.1M | 53,424 | -527-0.99% | Reduce |
| Ipsen Advisor Group LLC |
| 3.98% | 3.53% | #5 | $6.2M | 52,862 | $5.0M | 52,828 | +34+0.06% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.03% | 0.03% | #170 | $6.1M | 52,499 | $5.1M | 53,390 | -891-1.67% | Reduce |
| Creative Planning |
| <0.01% | <0.01% | #276 | $5.6M | 47,904 | $4.0M | 41,411 | +6,493+15.68% | Add |
