| Acorns Advisers, LLC |
| 4.02% | 4.26% | #21 | $616.1M | 12.8M | $572.9M | 11.8M | +946,675+8.01% | Add |
| BlackRock, Inc. |
| 0.01% | <0.01% | #297 | $374.2M | 7.8M | $277.6M | 5.7M | +2.0M+35.39% | Add |
| STATE OF WISCONSIN INVESTMENT BOARD |
| 0.54% | 0.6% | #82 | $267.8M | 5.5M | $262.4M | 5.4M | +134,700+2.49% | Add |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
| 0.02% | 0.02% | #236 | $126.7M | 2.6M | $124.5M | 2.6M | +56,362+2.19% | Add |
| Triad Wealth Partners, LLC |
| 7.33% | — | #9 | $124.7M | 2.6M | $0 | 0 | +2.6M | New Buy |
| RAYMOND JAMES FINANCIAL INC |
| 0.03% | 0.03% | #202 | $116.8M | 2.4M | $111.0M | 2.3M | +131,957+5.76% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.04% | 0.04% | #189 | $99.4M | 2.1M | $85.1M | 1.8M | +294,900+16.73% | Add |
| Mariner, LLC |
| 0.07% | 0.07% | #168 | $68.0M | 1.4M | $64.0M | 1.3M | +88,637+6.71% | Add |
| SPINNAKER TRUST |
| 3.21% | 3.71% | #27 | $66.1M | 1.4M | $66.9M | 1.4M | -9,852-0.71% | Reduce |
| Townsend & Associates, Inc |
| 5.08% | 5.05% | #15 | $59.6M | 1.2M | $58.5M | 1.2M | +35,064+2.91% | Add |
| CAHABA WEALTH MANAGEMENT, INC. |
| 3.53% | 3.71% | #24 | $58.6M | 1.2M | $54.7M | 1.1M | +84,935+7.52% | Add |
| LJI Wealth Management, LLC |
| 8.1% | 0.17% | #7 | $57.8M | 1.2M | $1.1M | 21,775 | +1.2M+5,404.91% | Add |
| Seven Springs Wealth Group, LLC |
| 12.05% | 15.2% | #4 | $55.2M | 1.1M | $65.7M | 1.4M | -212,159-15.64% | Reduce |
| Financial Solutions Advisory Group, Inc. |
| 6.82% | 7.93% | #10 | $54.0M | 1.1M | $57.4M | 1.2M | -59,482-5.02% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #319 | $54.0M | 1.1M | $38.8M | 793,785 | +325,719+41.03% | Add |
| Prosperity Planning, Inc. |
| 12.15% | 12.5% | #3 | $53.0M | 1.1M | $49.3M | 1.0M | +80,407+7.90% | Add |
| Trust Point Inc. |
| 4.49% | 4.6% | #17 | $52.9M | 1.1M | $53.0M | 1.1M | +3,333+0.30% | Add |
| Apella Capital, LLC |
| 0.74% | 0.68% | #69 | $52.2M | 1.1M | $46.1M | 948,515 | +137,171+14.46% | Add |
| UBS Group AG |
| 0.01% | 0.01% | #292 | $47.5M | 983,998 | $45.6M | 941,355 | +42,643+4.53% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #323 | $46.7M | 967,738 | $47.7M | 986,851 | -19,113-1.94% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #318 | $45.4M | 941,481 | $44.6M | 920,694 | +20,787+2.26% | Add |
| MBL Wealth, LLC |
| 2.88% | 3.06% | #31 | $42.2M | 874,816 | $40.5M | 834,719 | +40,097+4.80% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #271 | $41.1M | 852,550 | $42.9M | 886,118 | -33,568-3.79% | Reduce |
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
| 0.51% | 0.46% | #83 | $41.1M | 852,449 | $35.9M | 741,304 | +111,145+14.99% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.01% | 0.01% | #296 | $34.3M | 711,800 | $33.2M | 684,938 | +26,862+3.92% | Add |
| FPC INVESTMENT ADVISORY, INC. |
| 15.63% | 15.82% | #1 | $33.1M | 688,511 | $31.7M | 653,483 | +35,028+5.36% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.01% | 0.01% | #288 | $32.5M | 674,028 | $35.4M | 729,039 | -55,011-7.55% | Reduce |
| Destination Wealth Management |
| 0.73% | 0.8% | #70 | $31.1M | 644,170 | $30.7M | 632,675 | +11,495+1.82% | Add |
| Geneos Wealth Management Inc. |
| 0.6% | 0.65% | #77 | $29.5M | 612,142 | $28.2M | 581,180 | +30,962+5.33% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #284 | $29.4M | 609,935 | $27.0M | 557,462 | +52,473+9.41% | Add |
| Courage Miller Partners, LLC |
| 7.57% | 7.8% | #8 | $28.7M | 594,284 | $27.6M | 569,876 | +24,408+4.28% | Add |
| CIM, LLC |
| 3.45% | 3.87% | #25 | $26.7M | 553,486 | $26.7M | 551,770 | +1,716+0.31% | Add |
| PITTENGER & ANDERSON INC |
| 0.95% | 1.04% | #58 | $26.7M | 552,509 | $26.2M | 541,672 | +10,837+2.00% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #309 | $26.2M | 543,043 | $25.4M | 524,958 | +18,085+3.45% | Add |
| Abundance Wealth Counselors |
| 1.59% | 1.71% | #48 | $24.4M | 506,326 | $11.9M | 246,328 | +259,998+105.55% | Add |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC |
| 2.78% | 3.06% | #32 | $24.1M | 499,846 | $23.2M | 478,052 | +21,794+4.56% | Add |
| Bank of New York Mellon Corp |
| <0.01% | <0.01% | #312 | $21.4M | 443,088 | $21.3M | 439,895 | +3,193+0.73% | Add |
| Beacon Pointe Advisors, LLC |
| 0.1% | 0.12% | #155 | $21.4M | 442,762 | $21.8M | 449,530 | -6,768-1.51% | Reduce |
| CLEAR WAVE WEALTH MANAGEMENT LLC |
| 3.92% | 4.32% | #22 | $21.2M | 440,393 | $20.0M | 412,078 | +28,315+6.87% | Add |
| Opal Wealth Advisors, LLC |
| 4.32% | 4.56% | #19 | $20.0M | 414,929 | $20.2M | 416,095 | -1,166-0.28% | Reduce |
| Factor Wealth Management LTD |
| 2.97% | 2.5% | #30 | $19.7M | 407,283 | $13.3M | 274,123 | +133,160+48.58% | Add |
| WEALTH MANAGEMENT RESOURCES, INC. |
| 5.35% | 5.57% | #14 | $17.3M | 359,263 | $16.0M | 330,044 | +29,219+8.85% | Add |
| Omega Financial Group, LLC |
| 5.05% | 5.13% | #16 | $16.6M | 343,682 | $15.8M | 325,624 | +18,058+5.55% | Add |
| IRON Financial LLC |
| 6.57% | 7% | #11 | $15.9M | 329,734 | $16.0M | 330,572 | -838-0.25% | Reduce |
| Orion Porfolio Solutions, LLC |
| 0.12% | 0.12% | #143 | $15.8M | 328,255 | $13.5M | 278,422 | +49,833+17.90% | Add |
| Alexander Randolph Advisory, Inc. |
| 13.04% | 13.15% | #2 | $15.8M | 328,042 | $15.3M | 314,851 | +13,191+4.19% | Add |
| Lakeridge Wealth Management LLC |
| 5.64% | 5.11% | #13 | $15.4M | 318,545 | $11.9M | 245,216 | +73,329+29.90% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.01% | #232 | $14.2M | 294,769 | $6.7M | 137,647 | +157,122+114.15% | Add |
| FIDUCIARY ADVISORS, INC. |
| 8.8% | 9.23% | #6 | $13.1M | 270,975 | $12.3M | 253,484 | +17,491+6.90% | Add |
| Wescott Financial Advisory Group, LLC |
| 0.98% | 1.04% | #55 | $12.7M | 262,339 | $11.9M | 245,302 | +17,037+6.95% | Add |
