| ENVESTNET ASSET MANAGEMENT INC |
| 0.43% | 0.01% | #150 | $1.83B | 50.1M | $55.1M | 1.7M | +48.4M+2,821.28% | Add |
| JPMORGAN CHASE & CO |
| 0.04% | 0.03% | #309 | $653.6M | 18.0M | $480.8M | 15.4M | +2.5M+16.34% | Add |
| LPL Financial LLC |
| 0.11% | — | #237 | $471.6M | 12.9M | $0 | 0 | +12.9M | New Buy |
| Merit Financial Group, LLC |
| 1.28% | 1.19% | #83 | $210.2M | 5.7M | $160.2M | 5.0M | +761,397+15.28% | Add |
| MORGAN STANLEY |
| 0.01% | — | #354 | $199.4M | 5.4M | $0 | 0 | +5.4M | New Buy |
| PARK AVENUE SECURITIES LLC |
| 0.98% | <0.01% | #100 | $157.4M | 4.3M | $586,000 | 18,233 | +4.3M+23,480.83% | Add |
| Envestnet Portfolio Solutions, Inc. |
| 0.74% | <0.01% | #120 | $153.7M | 4.2M | $592,869 | 18,439 | +4.2M+22,676.49% | Add |
| OneDigital Investment Advisors LLC |
| 1.29% | 1.23% | #82 | $152.5M | 4.2M | $126.2M | 3.9M | +241,016+6.14% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.29% | 0.01% | #183 | $141.2M | 3.9M | $1.9M | 59,701 | +3.8M+6,359.92% | Add |
| SOFI WEALTH, LLC |
| 5.13% | 5.13% | #20 | $127.4M | 3.5M | $106.5M | 3.3M | +169,719+5.12% | Add |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 1.31% | 1.26% | #80 | $126.8M | 3.5M | $101.4M | 3.2M | +312,381+9.91% | Add |
| Cetera Investment Advisers |
| 0.1% | — | #244 | $107.9M | 2.9M | $0 | 0 | +2.9M | New Buy |
| Sanctuary Advisors, LLC |
| 0.48% | 0.4% | #145 | $102.8M | 2.8M | $73.9M | 2.3M | +512,946+22.33% | Add |
| Bank of New York Mellon Corp |
| 0.02% | <0.01% | #336 | $102.1M | 2.8M | $15.9M | 495,901 | +2.3M+462.48% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.12% | 0.11% | #226 | $98.6M | 2.7M | $75.9M | 2.4M | +333,483+14.13% | Add |
| Arax Advisory Partners |
| 0.64% | 0.49% | #127 | $96.4M | 2.6M | $17.5M | 543,035 | +2.1M+384.87% | Add |
| Janney Montgomery Scott LLC |
| 0.18% | — | #202 | $91.0M | 2.5M | $0 | 0 | +2.5M | New Buy |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
| 4.34% | 4.13% | #24 | $87.9M | 2.4M | $72.6M | 2.3M | +145,615+6.45% | Add |
| AE Wealth Management LLC |
| 0.4% | 0.39% | #157 | $85.9M | 2.3M | $71.2M | 2.2M | +130,536+5.89% | Add |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.13% | 0.1% | #221 | $81.6M | 2.2M | $57.3M | 1.8M | +447,795+25.14% | Add |
| Goldstein Advisors, LLC |
| 6.61% | 6.18% | #8 | $72.3M | 2.0M | $55.6M | 1.7M | +245,929+14.22% | Add |
| Triad Wealth Partners, LLC |
| 4.01% | 3.62% | #26 | $68.3M | 1.9M | $45.7M | 1.4M | +482,324+33.96% | Add |
| CreativeOne Wealth, LLC |
| 1.43% | 1.28% | #76 | $66.1M | 1.8M | $54.9M | 1.7M | +97,822+5.73% | Add |
| JB Capital LLC |
| 2.2% | — | #54 | $63.5M | 1.7M | $0 | 0 | +1.7M | New Buy |
| BlackRock, Inc. |
| <0.01% | <0.01% | #390 | $55.1M | 1.5M | $4.5M | 140,853 | +1.4M+969.04% | Add |
| West Wealth Group, LLC |
| 8.51% | 8.53% | #4 | $52.0M | 1.4M | $43.2M | 1.3M | +78,747+5.87% | Add |
| Ascent Group, LLC |
| 1.52% | 1.45% | #72 | $50.8M | 1.4M | $41.9M | 1.3M | +83,997+6.44% | Add |
| Cerity Partners LLC |
| 0.06% | 0.06% | #287 | $47.2M | 1.3M | $40.9M | 1.3M | +17,629+1.39% | Add |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| 0.24% | — | #191 | $44.2M | 1.2M | $0 | 0 | +1.2M | New Buy |
| Pettinga Financial Advisors LLC |
| 6.31% | 6.01% | #9 | $39.4M | 1.1M | $31.9M | 992,179 | +83,893+8.46% | Add |
| MA Private Wealth |
| 5.83% | 4.49% | #14 | $39.2M | 1.1M | $26.5M | 824,995 | +245,104+29.71% | Add |
| Vise Technologies, Inc. |
| 0.43% | — | #153 | $37.6M | 1.0M | $0 | 0 | +1.0M | New Buy |
| MCMORGAN & CO LLC |
| 5.55% | 4.13% | #17 | $36.8M | 1.0M | $25.5M | 794,503 | +211,702+26.65% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.34% | — | #169 | $36.1M | 985,631 | $0 | 0 | +985,631 | New Buy |
| STIFEL FINANCIAL CORP |
| 0.03% | — | #316 | $35.2M | 962,909 | $0 | 0 | +962,909 | New Buy |
| Security Financial Services, INC. |
| 4.8% | 4.81% | #22 | $34.6M | 945,130 | $30.4M | 946,167 | -1,037-0.11% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.17% | 0.22% | #207 | $34.3M | 936,596 | $27.6M | 859,155 | +77,441+9.01% | Add |
| NewEdge Advisors, LLC |
| 0.1% | 0.02% | #243 | $33.4M | 912,834 | $5.7M | 177,592 | +735,242+414.01% | Add |
| Kelly Financial Services LLC |
| 7.1% | 6.91% | #5 | $33.2M | 906,269 | $28.6M | 891,885 | +14,384+1.61% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | — | #369 | $32.1M | 875,862 | $0 | 0 | +875,862 | New Buy |
| Detalus Advisors, LLC |
| 6.17% | 5.56% | #12 | $31.7M | 865,014 | $24.4M | 757,477 | +107,537+14.20% | Add |
| Atria Investments, Inc |
| 0.3% | 0.06% | #181 | $30.0M | 818,831 | $5.2M | 161,414 | +657,417+407.29% | Add |
| Embree Financial Group |
| 2.8% | 1.7% | #38 | $28.0M | 765,192 | $14.5M | 450,185 | +315,007+69.97% | Add |
| Horst & Graben Wealth Management LLC |
| 3.62% | 3.52% | #32 | $27.5M | 762,762 | $25.6M | 743,273 | +19,489+2.62% | Add |
| Midwest Capital Advisors, LLC |
| 11.08% | 10.1% | #1 | $27.3M | 745,014 | $21.6M | 672,527 | +72,487+10.78% | Add |
| Plancorp, LLC |
| 0.61% | — | #130 | $25.1M | 705,853 | $0 | 0 | +705,853 | New Buy |
| Perigon Wealth Management, LLC |
| 0.38% | 0.33% | #158 | $24.4M | 665,387 | $19.7M | 613,500 | +51,887+8.46% | Add |
| Arkadios Wealth Advisors |
| 0.37% | 0.23% | #162 | $24.3M | 664,200 | $13.8M | 428,995 | +235,205+54.83% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.05% | 0.01% | #289 | $23.5M | 640,712 | $3.0M | 94,654 | +546,058+576.90% | Add |
| CFS Investment Advisory Services, LLC |
| 1.54% | 1.52% | #71 | $23.1M | 644,329 | $22.0M | 631,638 | +12,691+2.01% | Add |
