| MORGAN STANLEY |
| 0.01% | 0.01% | #238 | $179.6M | 3.5M | $150.4M | 3.0M | +530,350+17.88% | Add |
| LPL Financial LLC |
| 0.03% | 0.03% | #180 | $124.5M | 2.4M | $118.0M | 2.3M | +94,492+4.06% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.02% | 0.02% | #205 | $109.3M | 2.1M | $123.0M | 2.4M | -301,317-12.41% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #248 | $106.7M | 2.1M | $103.7M | 2.0M | +31,319+1.53% | Add |
| UBS Group AG |
| 0.01% | 0.01% | #224 | $97.2M | 1.9M | $96.5M | 1.9M | -12,446-0.65% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.02% | 0.02% | #207 | $64.6M | 1.3M | $62.0M | 1.2M | +32,392+2.65% | Add |
| OSAIC HOLDINGS, INC. |
| 0.06% | 0.06% | #137 | $46.8M | 911,907 | $39.8M | 786,032 | +125,875+16.01% | Add |
| Avantax Planning Partners, Inc. |
| 1.07% | 1.17% | #14 | $43.0M | 837,252 | $42.7M | 842,907 | -5,655-0.67% | Reduce |
| OneDigital Investment Advisors LLC |
| 0.34% | 0.37% | #49 | $40.2M | 782,447 | $37.7M | 744,427 | +38,020+5.11% | Add |
| Janney Montgomery Scott LLC |
| 0.05% | 0.06% | #141 | $26.7M | 519,985 | $23.7M | 468,362 | +51,623+11.02% | Add |
| NewEdge Advisors, LLC |
| 0.08% | 0.08% | #121 | $25.6M | 497,684 | $21.7M | 428,809 | +68,875+16.06% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #268 | $22.8M | 443,110 | $21.1M | 416,337 | +26,773+6.43% | Add |
| TRUIST FINANCIAL CORP |
| 0.03% | 0.03% | #184 | $22.0M | 428,848 | $22.4M | 430,414 | -1,566-0.36% | Reduce |
| Cetera Investment Advisers |
| 0.02% | 0.02% | #202 | $20.4M | 396,678 | $21.2M | 418,100 | -21,422-5.12% | Reduce |
| RMR Wealth Builders |
| 1.12% | 1.33% | #13 | $18.1M | 351,741 | $16.9M | 333,050 | +18,691+5.61% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.02% | #192 | $18.0M | 349,602 | $17.6M | 348,146 | +1,456+0.42% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #264 | $17.7M | 345,208 | $16.4M | 323,948 | +21,260+6.56% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.04% | 0.04% | #158 | $17.0M | 331,431 | $15.2M | 300,472 | +30,959+10.30% | Add |
| Rockefeller Capital Management L.P. |
| 0.03% | 0.03% | #185 | $16.6M | 323,763 | $16.1M | 318,032 | +5,731+1.80% | Add |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #223 | $15.3M | 298,518 | $15.1M | 297,670 | +848+0.28% | Add |
| TRUE BLUE FINANCIAL, LLC |
| 6.11% | 10.76% | #1 | $14.5M | 281,978 | $13.6M | 269,428 | +12,550+4.66% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.01% | 0.01% | #255 | $14.1M | 273,980 | $11.3M | 223,781 | +50,199+22.43% | Add |
| Composition Wealth, LLC |
| 0.15% | 0.18% | #84 | $12.9M | 251,295 | $12.9M | 253,946 | -2,651-1.04% | Reduce |
| Wealthspire Advisors, LLC |
| 0.07% | — | #124 | $12.6M | 245,248 | $0 | 0 | +245,248 | New Buy |
| Frisch Financial Group, Inc. |
| 2.01% | 2.33% | #2 | $11.7M | 228,347 | $11.2M | 220,140 | +8,207+3.73% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.01% | 0.01% | #253 | $10.8M | 209,609 | $11.3M | 223,552 | -13,943-6.24% | Reduce |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.02% | 0.01% | #218 | $9.6M | 186,856 | $8.1M | 159,105 | +27,751+17.44% | Add |
| MOTCO |
| 0.81% | 0.87% | #20 | $9.5M | 185,023 | $9.4M | 185,023 | 00.00% | Unchanged |
| Bank of New York Mellon Corp |
| <0.01% | <0.01% | #283 | $9.5M | 184,281 | $9.4M | 185,709 | -1,428-0.77% | Reduce |
| HighTower Advisors, LLC |
| 0.01% | 0.01% | #240 | $9.2M | 179,008 | $9.0M | 178,118 | +890+0.50% | Add |
| Vise Technologies, Inc. |
| 0.1% | — | #104 | $8.7M | 169,893 | $0 | 0 | +169,893 | New Buy |
| Kestra Advisory Services, LLC |
| 0.03% | 0.03% | #183 | $8.4M | 164,013 | $7.7M | 151,964 | +12,049+7.93% | Add |
| First Heartland Consultants, Inc. |
| 0.53% | 0.56% | #35 | $8.2M | 158,769 | $7.4M | 145,146 | +13,623+9.39% | Add |
| ERn Financial, LLC |
| 1.3% | 1.45% | #8 | $7.8M | 152,769 | $7.7M | 152,273 | +496+0.33% | Add |
| FOSTER & MOTLEY INC |
| 0.36% | 0.33% | #46 | $7.8M | 152,469 | $6.5M | 127,437 | +25,032+19.64% | Add |
| BCGM Wealth Management, LLC |
| 1.61% | 1.76% | #4 | $7.6M | 147,834 | $7.0M | 138,020 | +9,814+7.11% | Add |
| CITIGROUP INC |
| <0.01% | <0.01% | #272 | $7.6M | 147,830 | $7.7M | 151,748 | -3,918-2.58% | Reduce |
| Focus Partners Advisor Solutions, LLC |
| 0.06% | 0.07% | #134 | $6.9M | 134,362 | $6.9M | 135,459 | -1,097-0.81% | Reduce |
| Sequoia Financial Advisors, LLC |
| 0.03% | 0.04% | #165 | $6.9M | 134,195 | $7.1M | 141,120 | -6,925-4.91% | Reduce |
| HighPoint Advisor Group LLC |
| 0.24% | 0.32% | #61 | $6.7M | 130,420 | $7.7M | 150,169 | -19,749-13.15% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #293 | $6.5M | 127,378 | $4.8M | 94,356 | +33,022+35.00% | Add |
| CWA Asset Management Group, LLC |
| 0.2% | 0.22% | #73 | $6.5M | 127,174 | $6.4M | 126,749 | +425+0.34% | Add |
| Blackhawk Capital Partners, LLC |
| 1.95% | 0.89% | #3 | $6.0M | 115,918 | $5.8M | 114,133 | +1,785+1.56% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #231 | $5.8M | 113,429 | $4.7M | 92,759 | +20,670+22.28% | Add |
| Arax Advisory Partners |
| 0.04% | 0.11% | #161 | $5.7M | 111,229 | $3.8M | 74,092 | +37,137+50.12% | Add |
| Logan Stone Capital, LLC |
| 1.18% | 0.61% | #11 | $5.6M | 109,061 | $2.2M | 43,106 | +65,955+153.01% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.03% | 0.03% | #179 | $5.6M | 108,351 | $5.5M | 108,710 | -359-0.33% | Reduce |
| Private Advisor Group, LLC |
| 0.02% | 0.03% | #188 | $5.4M | 105,378 | $5.5M | 108,429 | -3,051-2.81% | Reduce |
| Sanctuary Advisors, LLC |
| 0.02% | 0.03% | #187 | $5.4M | 104,206 | $5.2M | 103,233 | +973+0.94% | Add |
| MGO ONE SEVEN LLC |
| 0.08% | 0.1% | #112 | $5.1M | 100,177 | $4.9M | 96,740 | +3,437+3.55% | Add |
