| LPL Financial LLC |
| 0.25% | 0.24% | #128 | $1.12B | 20.8M | $908.1M | 16.9M | +4.0M+23.44% | Add |
| Allworth Financial LP |
| 2.07% | 1.34% | #41 | $486.9M | 9.1M | $329.6M | 6.1M | +3.0M+48.48% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.08% | 0.07% | #188 | $420.1M | 7.9M | $312.9M | 5.8M | +2.0M+35.19% | Add |
| JPMORGAN CHASE & CO |
| 0.02% | 0.02% | #244 | $373.4M | 6.9M | $311.5M | 5.8M | +1.1M+19.65% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.5% | 0.48% | #95 | $325.1M | 6.1M | $276.4M | 5.1M | +936,066+18.21% | Add |
| Cetera Investment Advisers |
| 0.26% | 0.22% | #126 | $285.1M | 5.3M | $206.2M | 3.8M | +1.5M+38.97% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.06% | 0.05% | #200 | $272.8M | 5.1M | $197.9M | 3.7M | +1.4M+38.52% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.02% | 0.02% | #251 | $238.2M | 4.5M | $227.1M | 4.2M | +229,973+5.45% | Add |
| Private Advisor Group, LLC |
| 0.95% | 0.9% | #72 | $208.4M | 3.9M | $191.2M | 3.6M | +339,244+9.54% | Add |
| Janney Montgomery Scott LLC |
| 0.32% | 0.29% | #113 | $166.4M | 3.1M | $116.7M | 2.2M | +940,160+43.33% | Add |
| ROYAL BANK OF CANADA |
| 0.02% | 0.02% | #239 | $148.1M | 2.8M | $131.4M | 2.4M | +324,815+13.29% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.04% | 0.04% | #223 | $145.7M | 2.7M | $134.9M | 2.5M | +215,840+8.60% | Add |
| Summit Financial, LLC |
| 1.03% | 1.14% | #63 | $93.8M | 1.8M | $89.4M | 1.7M | +90,281+5.43% | Add |
| Bridgewater Advisors Inc. |
| 4.93% | 5.15% | #18 | $90.6M | 1.7M | $86.5M | 1.6M | +100,385+6.19% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.04% | 0.03% | #227 | $89.4M | 1.7M | $67.9M | 1.3M | +393,566+30.94% | Add |
| Diversified Portfolios, Inc. |
| 6.15% | 8.78% | #9 | $84.7M | 1.6M | $106.9M | 2.0M | -403,430-20.30% | Reduce |
| MML INVESTORS SERVICES, LLC |
| 0.16% | 0.19% | #152 | $80.4M | 1.5M | $67.5M | 1.3M | +247,756+19.74% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.75% | 0.89% | #78 | $80.1M | 1.5M | $80.5M | 1.5M | -109-0.01% | Reduce |
| BALDWIN WEALTH PARTNERS LLC/MA |
| 5.14% | 5.74% | #16 | $78.7M | 1.5M | $79.0M | 1.5M | +865+0.06% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.01% | 0.01% | #261 | $77.4M | 1.4M | $72.1M | 1.3M | +105,913+7.90% | Add |
| Berger Financial Group, Inc |
| 3.91% | 4.35% | #22 | $76.6M | 1.4M | $77.6M | 1.4M | -11,944-0.83% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.09% | 0.12% | #183 | $70.8M | 1.3M | $84.8M | 1.6M | -254,314-16.12% | Reduce |
| IAG Wealth Partners, LLC |
| 5.9% | 6.66% | #11 | $59.6M | 1.1M | $59.7M | 1.1M | +5,106+0.46% | Add |
| StoneX Group Inc. |
| 2.24% | 2.34% | #36 | $55.3M | 1.0M | $43.4M | 807,296 | +225,612+27.95% | Add |
| LVZ, Inc. |
| 5.24% | 5.93% | #14 | $51.6M | 964,908 | $52.0M | 967,020 | -2,112-0.22% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.12% | 0.09% | #168 | $50.1M | 935,887 | $33.7M | 627,018 | +308,869+49.26% | Add |
| Peterson Wealth Advisors, LLC |
| 5.88% | 6.39% | #13 | $49.8M | 930,053 | $48.0M | 893,551 | +36,502+4.09% | Add |
| Larson Financial Group LLC |
| 1.23% | 1.24% | #55 | $46.7M | 872,511 | $39.0M | 724,578 | +147,933+20.42% | Add |
| OSAIC HOLDINGS, INC. |
| 0.05% | 0.04% | #212 | $43.4M | 811,131 | $24.9M | 463,621 | +347,510+74.96% | Add |
| Essex LLC |
| 6.48% | 6.36% | #7 | $42.7M | 798,166 | $36.0M | 670,321 | +127,845+19.07% | Add |
| Dynasty Wealth Management, LLC |
| 0.3% | 0.32% | #118 | $40.4M | 755,090 | $36.4M | 677,096 | +77,994+11.52% | Add |
| Intrua Financial, LLC |
| 3.64% | 4.05% | #25 | $39.7M | 742,478 | $39.2M | 729,351 | +13,127+1.80% | Add |
| Arlington Financial Advisors, LLC |
| 4.89% | 5.36% | #19 | $38.5M | 719,463 | $37.6M | 699,517 | +19,946+2.85% | Add |
| LIFELONG WEALTH ADVISORS, INC. |
| 8.79% | 9.56% | #2 | $37.4M | 699,070 | $36.0M | 669,290 | +29,780+4.45% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #282 | $36.0M | 673,309 | $31.1M | 578,362 | +94,947+16.42% | Add |
| Pallas Capital Advisors LLC |
| 1.1% | 1.27% | #59 | $35.8M | 669,152 | $33.7M | 626,242 | +42,910+6.85% | Add |
| Spire Wealth Management |
| 1.02% | 1.19% | #64 | $33.9M | 633,749 | $35.0M | 651,008 | -17,259-2.65% | Reduce |
| HARBOUR INVESTMENTS, INC. |
| 0.43% | 0.5% | #101 | $31.9M | 595,638 | $32.6M | 606,253 | -10,615-1.75% | Reduce |
| NewEdge Wealth, LLC |
| 0.3% | 0.37% | #116 | $30.4M | 568,422 | $31.0M | 577,358 | -8,936-1.55% | Reduce |
| CGC Financial Services, LLC |
| 6.69% | 8.39% | #6 | $29.7M | 555,625 | $29.0M | 539,876 | +15,749+2.92% | Add |
| D.A. DAVIDSON & CO. |
| 0.16% | 0.18% | #153 | $29.6M | 553,389 | $28.9M | 538,251 | +15,138+2.81% | Add |
| FMR LLC |
| <0.01% | <0.01% | #304 | $28.9M | 539,886 | $29.0M | 538,991 | +895+0.17% | Add |
| OpenArc Corporate Advisory, LLC |
| 0.32% | 0.33% | #112 | $27.2M | 508,429 | $23.1M | 429,530 | +78,899+18.37% | Add |
| MEANS INVESTMENT CO., INC. |
| 1.91% | 2.02% | #44 | $25.3M | 473,636 | $23.2M | 431,887 | +41,749+9.67% | Add |
| EP Wealth Advisors, LLC |
| 0.08% | — | #190 | $21.0M | 393,303 | $0 | 0 | +393,303 | New Buy |
| Global Retirement Partners, LLC |
| 0.32% | — | #114 | $20.9M | 389,817 | $0 | 0 | +389,817 | New Buy |
| KWB Wealth |
| 1.78% | 1.46% | #47 | $20.8M | 388,588 | $14.7M | 272,350 | +116,238+42.68% | Add |
| Mariner, LLC |
| 0.02% | 0.03% | #241 | $20.2M | 377,534 | $26.0M | 483,310 | -105,776-21.89% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.1% | 0.1% | #180 | $19.7M | 368,634 | $12.8M | 238,715 | +129,919+54.42% | Add |
| Pine Valley Investments Ltd Liability Co |
| 0.77% | 0.84% | #77 | $19.4M | 362,470 | $18.3M | 339,904 | +22,566+6.64% | Add |
