| Roehl & Yi Investment Advisors, LLC |
| 1.69% | 0.15% | #18 | $4.87B | 132,491 | $268,204 | 9,749 | +122,742+1,259.02% | Add |
| Bank of New York Mellon Corp |
| 0.04% | 0.03% | #146 | $248.3M | 6.8M | $145.6M | 4.3M | +2.4M+56.75% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.06% | 0.04% | #128 | $137.4M | 3.8M | $85.0M | 2.6M | +1.2M+44.97% | Add |
| MORGAN STANLEY |
| 0.01% | <0.01% | #228 | $109.0M | 3.0M | $57.9M | 1.7M | +1.2M+72.63% | Add |
| Cetera Investment Advisers |
| 0.09% | 0.08% | #108 | $101.6M | 2.8M | $79.7M | 2.4M | +405,770+17.22% | Add |
| UBS Group AG |
| 0.01% | 0.01% | #200 | $97.7M | 2.7M | $85.4M | 2.5M | +131,596+5.21% | Add |
| LPL Financial LLC |
| 0.02% | 0.02% | #182 | $88.8M | 2.4M | $80.6M | 2.4M | +32,749+1.37% | Add |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #203 | $80.1M | 2.2M | $68.5M | 2.0M | +151,729+7.49% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #233 | $73.5M | 2.0M | $57.8M | 1.7M | +288,901+16.90% | Add |
| Venturi Wealth Management, LLC |
| 2.56% | 2.66% | #11 | $66.0M | 1.8M | $59.1M | 1.7M | +47,369+2.71% | Add |
| Capital Group Private Client Services, Inc. |
| 0.74% | 0.71% | #33 | $52.1M | 1.4M | $42.2M | 1.2M | +170,926+13.71% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #198 | $51.2M | 1.4M | $43.4M | 1.3M | +108,742+8.48% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.02% | 0.02% | #177 | $43.5M | 1.2M | $38.7M | 1.1M | +37,734+3.29% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.01% | 0.01% | #224 | $39.4M | 1.1M | $35.9M | 1.1M | +7,481+0.70% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #213 | $37.5M | 1.0M | $29.3M | 865,683 | +153,876+17.78% | Add |
| Amplius Wealth Advisors, LLC |
| 2.65% | 2.74% | #10 | $36.2M | 994,569 | $32.9M | 992,381 | +2,188+0.22% | Add |
| SK Wealth Management, LLC |
| 7.33% | 4.84% | #1 | $32.6M | 886,486 | $17.5M | 520,740 | +365,746+70.24% | Add |
| OSAIC HOLDINGS, INC. |
| 0.04% | 0.03% | #152 | $30.3M | 823,566 | $20.2M | 597,153 | +226,413+37.92% | Add |
| Merit Financial Group, LLC |
| 0.17% | 0.19% | #84 | $28.6M | 778,293 | $26.1M | 770,904 | +7,389+0.96% | Add |
| LVW Advisors, LLC |
| 2.11% | 2.35% | #13 | $24.4M | 662,732 | $24.6M | 728,079 | -65,347-8.98% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.03% | 0.03% | #163 | $23.6M | 641,480 | $20.6M | 607,768 | +33,712+5.55% | Add |
| STIFEL FINANCIAL CORP |
| 0.02% | 0.02% | #185 | $23.2M | 630,547 | $20.1M | 594,622 | +35,925+6.04% | Add |
| Gerber Kawasaki Wealth & Investment Management |
| 0.62% | 0.5% | #39 | $23.1M | 635,086 | $15.6M | 471,124 | +163,962+34.80% | Add |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
| 0.07% | 0.05% | #119 | $22.6M | 617,011 | $17.4M | 516,496 | +100,515+19.46% | Add |
| Linscomb Wealth, Inc. |
| 0.88% | 0.64% | #31 | $20.2M | 550,558 | $14.4M | 424,704 | +125,854+29.63% | Add |
| Freedom Financial Partners LLC |
| 5.77% | 5.39% | #2 | $17.7M | 481,888 | $15.1M | 447,824 | +34,064+7.61% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.03% | 0.03% | #158 | $16.0M | 435,313 | $11.7M | 345,949 | +89,364+25.83% | Add |
| Sound View Wealth Advisors Group, LLC |
| 0.96% | 0.74% | #28 | $15.5M | 426,147 | $10.9M | 330,562 | +95,585+28.92% | Add |
| NATIXIS ADVISORS, LLC |
| 0.02% | 0.01% | #192 | $14.9M | 404,089 | $10.7M | 315,515 | +88,574+28.07% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.03% | 0.03% | #153 | $14.8M | 403,485 | $12.0M | 355,348 | +48,137+13.55% | Add |
| StrongBox Wealth, LLC |
| 3.98% | 4.12% | #4 | $14.0M | 380,063 | $12.9M | 380,438 | -375-0.10% | Reduce |
| Souders Financial Advisors |
| 1.4% | 1.36% | #23 | $14.0M | 383,755 | $11.9M | 360,747 | +23,008+6.38% | Add |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
| 3.69% | — | #5 | $13.7M | 371,968 | $0 | 0 | +371,968 | New Buy |
| SWEENEY & MICHEL, LLC |
| 3.52% | 3.42% | #7 | $13.4M | 350,716 | $11.6M | 324,312 | +26,404+8.14% | Add |
| Kestra Advisory Services, LLC |
| 0.04% | 0.05% | #147 | $12.5M | 341,097 | $12.9M | 380,027 | -38,930-10.24% | Reduce |
| Private Advisor Group, LLC |
| 0.06% | 0.08% | #125 | $12.5M | 339,193 | $17.7M | 522,812 | -183,619-35.12% | Reduce |
| Stonebridge Financial Group, LLC |
| 0.9% | 0.87% | #30 | $11.9M | 323,726 | $10.6M | 313,110 | +10,616+3.39% | Add |
| Hamilton Wealth, LLC |
| 2.03% | — | #15 | $11.1M | 304,485 | $0 | 0 | +304,485 | New Buy |
| Baird Financial Group, Inc. |
| 0.01% | 0.01% | #196 | $10.7M | 290,625 | $8.9M | 262,628 | +27,997+10.66% | Add |
| Evernest Financial Advisors, LLC |
| 2.08% | 2.5% | #14 | $9.9M | 269,804 | $12.0M | 340,992 | -71,188-20.88% | Reduce |
| BANK OF MONTREAL /CAN/ |
| <0.01% | <0.01% | #240 | $9.8M | 266,637 | $9.3M | 273,636 | -6,999-2.56% | Reduce |
| INDEPENDENT FINANCIAL GROUP, LLC |
| 0.15% | — | #89 | $8.0M | 220,470 | $0 | 0 | +220,470 | New Buy |
| Valmark Advisers, Inc. |
| 0.08% | 0.06% | #113 | $7.5M | 204,118 | $5.2M | 152,375 | +51,743+33.96% | Add |
| Bleakley Financial Group, LLC |
| 0.09% | 0.1% | #105 | $7.4M | 201,443 | $6.1M | 179,617 | +21,826+12.15% | Add |
| Compton Financial Group, LLC |
| 1.41% | 0.11% | #22 | $7.3M | 201,015 | $477,580 | 14,424 | +186,591+1,293.61% | Add |
| Mendota Financial Group, LLC |
| 4.14% | 4.66% | #3 | $6.7M | 181,524 | $6.3M | 185,885 | -4,361-2.35% | Reduce |
| Equity Wealth Partners, LLC |
| 2.4% | — | #12 | $6.7M | 181,307 | $0 | 0 | +181,307 | New Buy |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
| 0.3% | 0.25% | #66 | $6.4M | 173,409 | $4.9M | 143,461 | +29,948+20.88% | Add |
| Acorn Wealth Advisors, LLC |
| 1.55% | 1.51% | #21 | $6.3M | 174,302 | $5.2M | 156,207 | +18,095+11.58% | Add |
| KWB Wealth |
| 0.54% | 0.74% | #45 | $6.3M | 170,414 | $7.5M | 215,140 | -44,726-20.79% | Reduce |
