| LPL Financial LLC |
| 0.08% | 0.09% | #124 | $342.9M | 6.8M | $324.0M | 6.5M | +373,546+5.78% | Add |
| MORGAN STANLEY |
| 0.02% | 0.01% | #195 | $306.6M | 6.1M | $242.1M | 4.8M | +1.3M+26.84% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.03% | 0.04% | #159 | $210.3M | 4.2M | $207.0M | 4.1M | +63,908+1.55% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #205 | $193.2M | 3.9M | $145.0M | 2.9M | +958,465+33.12% | Add |
| UBS Group AG |
| 0.01% | 0.01% | #200 | $105.9M | 2.1M | $91.5M | 1.8M | +286,163+15.68% | Add |
| Bramshill Investments, LLC |
| 7.63% | 8.55% | #2 | $99.7M | 2.0M | $99.3M | 2.0M | +8,226+0.42% | Add |
| Cetera Investment Advisers |
| 0.07% | 0.07% | #126 | $80.7M | 1.6M | $69.1M | 1.4M | +230,832+16.75% | Add |
| Capital Asset Advisory Services LLC |
| 2.7% | 2.82% | #15 | $74.6M | 1.5M | $73.6M | 1.5M | +19,527+1.33% | Add |
| AXXCESS WEALTH MANAGEMENT, LLC |
| 1.18% | 2.31% | #27 | $74.1M | 1.5M | $72.0M | 1.4M | +42,619+2.97% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.02% | 0.02% | #189 | $70.1M | 1.4M | $62.1M | 1.2M | +159,530+12.88% | Add |
| Gradient Investments LLC |
| 0.72% | 0.85% | #40 | $51.9M | 1.0M | $55.1M | 1.1M | -65,876-5.99% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #213 | $45.3M | 903,256 | $31.9M | 635,684 | +267,572+42.09% | Add |
| OSAIC HOLDINGS, INC. |
| 0.05% | 0.09% | #142 | $39.5M | 787,732 | $58.7M | 1.2M | -382,738-32.70% | Reduce |
| ROYAL BANK OF CANADA |
| 0.01% | <0.01% | #237 | $34.2M | 682,087 | $26.5M | 529,112 | +152,975+28.91% | Add |
| Gladstone Institutional Advisory LLC |
| 0.92% | 0.87% | #33 | $29.2M | 581,585 | $23.5M | 468,184 | +113,401+24.22% | Add |
| AE Wealth Management LLC |
| 0.12% | <0.01% | #104 | $24.8M | 495,000 | $91,870 | 1,833 | +493,167+26,904.91% | Add |
| Arax Advisory Partners |
| 0.16% | 0.47% | #95 | $23.8M | 473,790 | $16.6M | 332,046 | +141,744+42.69% | Add |
| HUNTINGTON NATIONAL BANK |
| 0.11% | 0.13% | #105 | $23.7M | 471,600 | $22.9M | 457,764 | +13,836+3.02% | Add |
| Cyndeo Wealth Partners, LLC |
| 0.98% | 1.06% | #31 | $21.0M | 419,129 | $20.2M | 403,445 | +15,684+3.89% | Add |
| Janney Montgomery Scott LLC |
| 0.04% | 0.03% | #154 | $19.5M | 388,206 | $11.0M | 218,760 | +169,446+77.46% | Add |
| PRINCIPAL SECURITIES, INC. |
| 0.2% | 0.23% | #84 | $16.9M | 337,031 | $15.9M | 317,052 | +19,979+6.30% | Add |
| PRAIRIE ADVISORY, LLC |
| 3.86% | — | #8 | $16.4M | 327,927 | $0 | 0 | +327,927 | New Buy |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.02% | #202 | $15.9M | 317,484 | $16.5M | 329,593 | -12,109-3.67% | Reduce |
| FIFTH THIRD SECURITIES, INC. |
| 0.91% | 0.84% | #34 | $15.9M | 316,475 | $12.9M | 258,289 | +58,186+22.53% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.01% | <0.01% | #230 | $15.4M | 306,638 | $9.4M | 188,125 | +118,513+63.00% | Add |
| Johnson Bixby & Associates, LLC |
| 1.66% | 1.82% | #18 | $14.9M | 297,356 | $14.7M | 292,477 | +4,879+1.67% | Add |
| Mutual Advisors, LLC |
| 0.28% | 0.3% | #73 | $14.7M | 293,071 | $13.9M | 277,048 | +16,023+5.78% | Add |
| Royal Harbor Partners, LLC |
| 4.53% | 4.83% | #4 | $14.6M | 291,595 | $14.3M | 284,459 | +7,136+2.51% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.03% | 0.21% | #161 | $14.3M | 284,911 | $81.7M | 1.6M | -1.3M-82.52% | Reduce |
| Kestra Advisory Services, LLC |
| 0.04% | 0.03% | #146 | $13.8M | 275,130 | $6.9M | 137,792 | +137,338+99.67% | Add |
| Advocate Investing Services LLC |
| 10.05% | 11.47% | #1 | $13.0M | 260,150 | $13.5M | 270,079 | -9,929-3.68% | Reduce |
| GUIDANCE CAPITAL, INC |
| 2.76% | 2.81% | #14 | $13.0M | 258,641 | $12.5M | 249,418 | +9,223+3.70% | Add |
| Concurrent Investment Advisors, LLC |
| 0.11% | 0.12% | #111 | $12.5M | 249,569 | $11.4M | 228,397 | +21,172+9.27% | Add |
| Avestar Capital, LLC |
| 0.7% | 0.96% | #41 | $12.5M | 248,330 | $14.9M | 297,977 | -49,647-16.66% | Reduce |
| Advisory Services Network, LLC |
| 0.13% | 0.11% | #99 | $11.8M | 234,449 | $8.5M | 168,651 | +65,798+39.01% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #276 | $11.8M | 234,394 | $14.7M | 292,683 | -58,289-19.92% | Reduce |
| FIRST MERCHANTS CORP |
| 0.46% | 0.46% | #51 | $11.7M | 233,683 | $12.2M | 243,677 | -9,994-4.10% | Reduce |
| Creative Planning |
| 0.01% | <0.01% | #228 | $11.6M | 230,688 | $6.9M | 137,217 | +93,471+68.12% | Add |
| FORONJY FINANCIAL LLC |
| 4.21% | 4.53% | #6 | $11.4M | 228,248 | $10.9M | 217,516 | +10,732+4.93% | Add |
| Curry Webb Wealth Management LLC |
| 4.71% | 5.25% | #3 | $11.4M | 226,685 | $11.1M | 221,496 | +5,189+2.34% | Add |
| LAKE STREET PRIVATE WEALTH, LLC |
| 1.29% | 1.34% | #25 | $11.3M | 224,985 | $10.5M | 210,310 | +14,675+6.98% | Add |
| Private Advisor Group, LLC |
| 0.05% | 0.07% | #144 | $10.1M | 200,903 | $14.3M | 286,177 | -85,274-29.80% | Reduce |
| FLAGSHIP HARBOR ADVISORS, LLC |
| 0.38% | 0.42% | #59 | $9.9M | 197,063 | $9.5M | 189,324 | +7,739+4.09% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.02% | 0.04% | #188 | $9.5M | 190,017 | $12.7M | 252,930 | -62,913-24.87% | Reduce |
| Wealth Intelligence, LLC |
| 4.39% | 3.33% | #5 | $9.4M | 188,347 | $6.9M | 138,190 | +50,157+36.30% | Add |
| CoreCap Advisors, LLC |
| 0.27% | 0.23% | #74 | $9.3M | 184,812 | $6.6M | 132,130 | +52,682+39.87% | Add |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC |
| 3.24% | 3.92% | #9 | $9.2M | 182,991 | $9.4M | 186,611 | -3,620-1.94% | Reduce |
| RETIREMENT CAPITAL STRATEGIES |
| 3.03% | 3.25% | #11 | $8.7M | 173,790 | $8.6M | 171,792 | +1,998+1.16% | Add |
| GREENLEAF TRUST |
| 0.08% | 0.09% | #118 | $8.5M | 168,666 | $8.8M | 175,421 | -6,755-3.85% | Reduce |
| 1 NORTH WEALTH SERVICES LLC |
| 2.67% | 2.78% | #16 | $8.2M | 162,946 | $7.7M | 153,337 | +9,609+6.27% | Add |
