| LPL Financial LLC |
| 0.07% | 0.06% | #108 | $330.2M | 8.8M | $222.1M | 7.0M | +1.8M+25.32% | Add |
| Roehl & Yi Investment Advisors, LLC |
| 0.1% | — | #99 | $278.1M | 7,423 | $0 | 0 | +7,423 | New Buy |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.05% | 0.03% | #134 | $201.4M | 5.4M | $107.1M | 3.4M | +2.0M+58.44% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.08% | 0.06% | #104 | $152.6M | 4.1M | $99.6M | 3.2M | +920,568+29.19% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.02% | 0.01% | #168 | $145.4M | 3.9M | $49.0M | 1.6M | +2.3M+150.07% | Add |
| Capital Group Private Client Services, Inc. |
| 1.93% | 1.7% | #15 | $137.0M | 3.7M | $100.9M | 3.2M | +462,690+14.48% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.03% | 0.03% | #155 | $123.8M | 3.3M | $88.8M | 2.8M | +491,701+17.48% | Add |
| Cetera Investment Advisers |
| 0.1% | 0.08% | #98 | $107.7M | 2.9M | $75.8M | 2.4M | +475,889+19.83% | Add |
| BENJAMIN EDWARDS INC |
| 0.54% | 0.42% | #40 | $59.1M | 1.6M | $42.3M | 1.3M | +237,296+17.69% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #211 | $55.5M | 1.5M | $41.1M | 1.3M | +178,745+13.72% | Add |
| Bank of New York Mellon Corp |
| 0.01% | 0.01% | #201 | $42.0M | 1.1M | $33.1M | 1.0M | +72,073+6.88% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.05% | 0.04% | #129 | $40.3M | 1.1M | $26.2M | 830,936 | +245,973+29.60% | Add |
| OSAIC HOLDINGS, INC. |
| 0.05% | 0.04% | #135 | $39.9M | 1.1M | $24.5M | 775,406 | +289,674+37.36% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.07% | 0.05% | #110 | $35.8M | 956,911 | $18.5M | 584,465 | +372,446+63.72% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.01% | 0.01% | #184 | $33.8M | 926,273 | $17.6M | 574,566 | +351,707+61.21% | Add |
| NewEdge Advisors, LLC |
| 0.09% | 0.08% | #101 | $29.8M | 795,666 | $22.7M | 719,193 | +76,473+10.63% | Add |
| STIFEL FINANCIAL CORP |
| 0.02% | 0.01% | #167 | $28.8M | 769,367 | $12.9M | 409,945 | +359,422+87.68% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #209 | $28.1M | 751,258 | $19.3M | 612,823 | +138,435+22.59% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.04% | 0.04% | #141 | $27.1M | 722,533 | $22.6M | 715,222 | +7,311+1.02% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #212 | $25.1M | 669,558 | $17.6M | 556,679 | +112,879+20.28% | Add |
| Confluence Wealth Services, Inc. |
| 0.71% | 0.63% | #34 | $24.9M | 663,785 | $16.2M | 512,908 | +150,877+29.42% | Add |
| Garrett Wealth Advisory Group, LLC |
| 3.62% | 3.38% | #5 | $23.5M | 628,204 | $19.0M | 601,726 | +26,478+4.40% | Add |
| ASSETMARK, INC |
| 0.04% | 0.03% | #142 | $23.3M | 621,294 | $13.4M | 425,882 | +195,412+45.88% | Add |
| Waverly Advisors, LLC |
| 0.12% | 0.13% | #89 | $20.9M | 558,863 | $17.7M | 559,186 | -323-0.06% | Reduce |
| Merit Financial Group, LLC |
| 0.13% | 0.12% | #88 | $20.9M | 557,268 | $16.7M | 529,723 | +27,545+5.20% | Add |
| Capital Analysts, LLC |
| 0.45% | 0.33% | #46 | $19.5M | 519,389 | $11.6M | 363,888 | +155,501+42.73% | Add |
| PETREDIS INVESTMENT ADVISORS LLC |
| 1.3% | 1.29% | #21 | $19.3M | 513,997 | $15.8M | 501,303 | +12,694+2.53% | Add |
| Baird Financial Group, Inc. |
| 0.03% | 0.02% | #162 | $19.1M | 508,549 | $12.3M | 389,062 | +119,487+30.71% | Add |
| Johnson Bixby & Associates, LLC |
| 2.09% | 1.89% | #10 | $18.7M | 499,265 | $15.2M | 482,119 | +17,146+3.56% | Add |
| Janney Montgomery Scott LLC |
| 0.04% | — | #150 | $18.2M | 484,885 | $0 | 0 | +484,885 | New Buy |
| Presper Financial Architects, LLC |
| 9.26% | 8.89% | #1 | $17.8M | 473,897 | $15.0M | 473,695 | +202+0.04% | Add |
| &PARTNERS |
| 0.07% | 0.05% | #111 | $17.3M | 461,393 | $9.2M | 290,506 | +170,887+58.82% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.03% | 0.03% | #151 | $15.0M | 400,232 | $12.1M | 384,042 | +16,190+4.22% | Add |
| Private Advisor Group, LLC |
| 0.06% | 0.05% | #117 | $13.7M | 364,909 | $10.4M | 328,861 | +36,048+10.96% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.02% | 0.03% | #171 | $12.4M | 337,820 | $13.2M | 417,137 | -79,317-19.01% | Reduce |
| Beacon Pointe Advisors, LLC |
| 0.05% | 0.05% | #127 | $11.6M | 309,207 | $9.7M | 306,310 | +2,897+0.95% | Add |
| Concurrent Investment Advisors, LLC |
| 0.1% | 0.09% | #97 | $11.5M | 307,935 | $7.8M | 248,074 | +59,861+24.13% | Add |
| Rockefeller Capital Management L.P. |
| 0.02% | 0.01% | #174 | $11.4M | 305,557 | $8.0M | 253,210 | +52,347+20.67% | Add |
| HighTower Advisors, LLC |
| 0.01% | <0.01% | #188 | $11.3M | 300,495 | $3.1M | 97,954 | +202,541+206.77% | Add |
| SilverOak Wealth Management LLC |
| 1.45% | 1.49% | #18 | $11.2M | 300,157 | $9.4M | 297,548 | +2,609+0.88% | Add |
| Compton Financial Group, LLC |
| 2.08% | 0.6% | #12 | $10.8M | 288,762 | $2.7M | 85,810 | +202,952+236.51% | Add |
| Quadcap Wealth Management, LLC |
| 1.02% | 0.94% | #26 | $10.5M | 281,070 | $8.2M | 261,006 | +20,064+7.69% | Add |
| STEPHENS INC /AR/ |
| 0.11% | 0.09% | #92 | $10.0M | 265,986 | $7.5M | 236,191 | +29,795+12.61% | Add |
| Sentinel Advisory Group, LLC |
| 3.84% | 3.75% | #4 | $9.4M | 251,196 | $7.7M | 243,539 | +7,657+3.14% | Add |
| LINCOLN CAPITAL CORP |
| 2.95% | 2.74% | #7 | $9.1M | 242,499 | $7.4M | 235,582 | +6,917+2.94% | Add |
| TRUIST FINANCIAL CORP |
| 0.01% | 0.01% | #190 | $8.9M | 236,331 | $7.0M | 221,361 | +14,970+6.76% | Add |
| Orion Porfolio Solutions, LLC |
| 0.07% | 0.06% | #113 | $8.8M | 235,595 | $6.8M | 214,390 | +21,205+9.89% | Add |
| NATIXIS ADVISORS, LLC |
| 0.01% | 0.01% | #192 | $8.5M | 226,605 | $4.1M | 130,279 | +96,326+73.94% | Add |
| Armor Investment Advisors, LLC |
| 2.7% | 2.48% | #8 | $8.4M | 224,769 | $6.9M | 218,055 | +6,714+3.08% | Add |
| Atria Investments, Inc |
| 0.08% | 0.06% | #107 | $7.6M | 204,064 | $5.4M | 170,983 | +33,081+19.35% | Add |
