| Capital International Investors |
| 0.07% | 0.07% | #107 | $327.4M | 10.0M | $296.0M | 9.9M | +44,788+0.45% | Add |
| Capital Group Private Client Services, Inc. |
| 2.86% | 2.7% | #11 | $202.6M | 6.2M | $160.3M | 5.4M | +795,041+14.78% | Add |
| LPL Financial LLC |
| 0.04% | 0.04% | #128 | $188.4M | 5.7M | $139.0M | 4.7M | +1.1M+23.04% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.03% | 0.02% | #150 | $96.6M | 2.9M | $70.7M | 2.4M | +571,784+24.10% | Add |
| Pathstone Holdings, LLC |
| 0.28% | 0.2% | #63 | $95.8M | 2.9M | $49.3M | 1.7M | +1.2M+72.98% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.02% | 0.02% | #165 | $81.4M | 2.5M | $63.7M | 2.1M | +345,170+16.16% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.01% | <0.01% | #196 | $67.7M | 2.1M | $19.8M | 665,873 | +1.4M+209.79% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.02% | 0.02% | #160 | $42.0M | 1.3M | $36.2M | 1.2M | +65,446+5.39% | Add |
| SEI INVESTMENTS CO |
| 0.03% | 0.03% | #136 | $39.3M | 1.2M | $28.7M | 977,455 | +214,872+21.98% | Add |
| Cetera Investment Advisers |
| 0.03% | 0.03% | #137 | $36.6M | 1.1M | $26.6M | 892,128 | +223,418+25.04% | Add |
| DMKC Advisory Services, LLC |
| 5.9% | 0.86% | #7 | $31.2M | 951,600 | $2.1M | 69,400 | +882,200+1,271.18% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.01% | 0.01% | #193 | $29.6M | 907,295 | $19.3M | 656,967 | +250,328+38.10% | Add |
| STIFEL FINANCIAL CORP |
| 0.02% | 0.02% | #158 | $27.3M | 830,708 | $25.0M | 838,352 | -7,644-0.91% | Reduce |
| Ergawealth Advisors, Inc. |
| 10.44% | 10.31% | #2 | $26.9M | 815,624 | $23.3M | 794,117 | +21,507+2.71% | Add |
| Tribridge Partners Financial LLC |
| 10.17% | 9.8% | #3 | $25.9M | 783,414 | $23.7M | 793,969 | -10,555-1.33% | Reduce |
| Kestra Investment Management, LLC |
| 0.48% | 0.55% | #49 | $24.5M | 744,539 | $31.6M | 1.1M | -332,664-30.88% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.04% | 0.05% | #134 | $21.4M | 646,077 | $24.8M | 831,115 | -185,038-22.26% | Reduce |
| Presper Financial Architects, LLC |
| 11.04% | 11.2% | #1 | $21.2M | 641,960 | $18.8M | 641,703 | +257+0.04% | Add |
| Envision Financial Planning, LLC |
| 6.82% | 6.78% | #5 | $21.0M | 639,031 | $18.7M | 628,948 | +10,083+1.60% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.03% | 0.03% | #149 | $20.9M | 638,323 | $21.3M | 714,017 | -75,694-10.60% | Reduce |
| Clearstead Trust, LLC |
| 2.3% | 2.5% | #14 | $17.6M | 535,806 | $15.3M | 513,754 | +22,052+4.29% | Add |
| Souders Financial Advisors |
| 1.69% | 1.6% | #23 | $16.8M | 510,787 | $14.0M | 469,338 | +41,449+8.83% | Add |
| OSAIC HOLDINGS, INC. |
| 0.02% | 0.02% | #167 | $16.0M | 488,025 | $10.5M | 351,334 | +136,691+38.91% | Add |
| MACQUARIE GROUP LTD |
| 0.07% | — | #109 | $15.2M | 460,000 | $0 | 0 | +460,000 | New Buy |
| Strategic Blueprint, LLC |
| 0.76% | 0.77% | #36 | $15.1M | 458,668 | $13.2M | 449,631 | +9,037+2.01% | Add |
| HighPoint Advisor Group LLC |
| 0.53% | 0.57% | #47 | $15.0M | 458,403 | $13.5M | 443,970 | +14,433+3.25% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.03% | 0.03% | #143 | $14.8M | 451,251 | $10.8M | 361,544 | +89,707+24.81% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #251 | $14.5M | 442,182 | $8.1M | 272,958 | +169,224+62.00% | Add |
| Confluence Wealth Services, Inc. |
| 0.39% | 0.41% | #53 | $13.7M | 416,050 | $10.5M | 350,607 | +65,443+18.67% | Add |
| STEPHENS INC /AR/ |
| 0.15% | 0.15% | #82 | $13.3M | 404,504 | $11.6M | 396,342 | +8,162+2.06% | Add |
| ST GERMAIN D J CO INC |
| 0.45% | 0.45% | #50 | $12.4M | 377,878 | $11.3M | 380,384 | -2,506-0.66% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.03% | 0.03% | #145 | $12.3M | 375,434 | $10.4M | 348,118 | +27,316+7.85% | Add |
| Rockefeller Capital Management L.P. |
| 0.02% | 0.01% | #168 | $12.3M | 372,277 | $6.1M | 206,541 | +165,736+80.24% | Add |
| AdvisorNet Financial, Inc |
| 0.55% | 0.53% | #44 | $12.1M | 367,686 | $10.2M | 341,835 | +25,851+7.56% | Add |
| &PARTNERS |
| 0.05% | 0.05% | #121 | $11.2M | 339,871 | $9.2M | 310,027 | +29,844+9.63% | Add |
| J. Derek Lewis & Associates Inc. |
| 2.03% | 1.89% | #18 | $10.8M | 327,614 | $8.4M | 281,856 | +45,758+16.23% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.05% | 0.03% | #117 | $10.7M | 325,155 | $6.8M | 226,905 | +98,250+43.30% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.14% | 0.14% | #84 | $10.6M | 323,624 | $9.0M | 302,786 | +20,838+6.88% | Add |
| Valmark Advisers, Inc. |
| 0.11% | 0.1% | #89 | $10.6M | 323,620 | $8.4M | 280,706 | +42,914+15.29% | Add |
| Carson Advisory Inc. |
| 4.54% | 4.52% | #8 | $9.9M | 301,168 | $8.7M | 292,429 | +8,739+2.99% | Add |
| Coign Capital Advisors LLC |
| 4.26% | 4.29% | #9 | $9.5M | 286,923 | $8.2M | 278,294 | +8,629+3.10% | Add |
| RM Financial Services, LLC |
| 6.91% | 7.22% | #4 | $9.3M | 283,285 | $8.4M | 280,958 | +2,327+0.83% | Add |
| Troutman Wealth Management, LLC |
| 6.35% | 6.14% | #6 | $8.3M | 251,579 | $7.4M | 246,978 | +4,601+1.86% | Add |
| FINANCIAL MANAGEMENT NETWORK INC |
| 1.17% | 1% | #31 | $8.1M | 247,291 | $6.5M | 210,506 | +36,785+17.47% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #247 | $7.7M | 233,457 | $5.5M | 183,485 | +49,972+27.23% | Add |
| Midwest Heritage Bank, FSB |
| 2.16% | 2.12% | #15 | $7.6M | 232,205 | $6.6M | 221,670 | +10,535+4.75% | Add |
| Essex Financial Services, Inc. |
| 0.35% | 0.18% | #56 | $7.1M | 215,247 | $3.2M | 108,398 | +106,849+98.57% | Add |
| Western Wealth Management, LLC |
| 0.23% | 0.03% | #71 | $6.9M | 211,642 | $731,718 | 24,546 | +187,096+762.23% | Add |
| Janney Montgomery Scott LLC |
| 0.01% | 0.01% | #185 | $6.8M | 207,618 | $5.4M | 180,061 | +27,557+15.30% | Add |
| Baird Financial Group, Inc. |
| 0.01% | 0.01% | #204 | $6.4M | 195,170 | $5.7M | 190,755 | +4,415+2.31% | Add |
