| RAYMOND JAMES FINANCIAL INC |
| 0.11% | 0.04% | #45 | $398.5M | 9.1M | $118.8M | 3.2M | +5.8M+180.59% | Add |
| PRICE T ROWE ASSOCIATES INC /MD/ |
| 0.03% | 0.03% | #82 | $332.0M | 7.6M | $257.8M | 7.0M | +544,219+7.75% | Add |
| LPL Financial LLC |
| 0.07% | 0.04% | #54 | $320.5M | 7.3M | $145.3M | 4.0M | +3.3M+84.48% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.02% | 0.01% | #91 | $118.9M | 2.7M | $54.5M | 1.5M | +1.2M+81.32% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.01% | 0.01% | #110 | $69.4M | 1.6M | $48.3M | 1.3M | +265,298+20.16% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.02% | 0.02% | #90 | $60.4M | 1.4M | $34.2M | 955,946 | +445,915+46.65% | Add |
| Cetera Investment Advisers |
| 0.05% | 0.04% | #66 | $53.7M | 1.2M | $39.0M | 1.1M | +161,175+15.17% | Add |
| UBS Group AG |
| 0.01% | 0.01% | #126 | $48.6M | 1.1M | $34.8M | 948,188 | +159,825+16.86% | Add |
| OSAIC HOLDINGS, INC. |
| 0.05% | 0.04% | #69 | $38.8M | 883,593 | $24.5M | 668,278 | +215,315+32.22% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.06% | 0.06% | #59 | $38.4M | 876,248 | $32.5M | 886,985 | -10,737-1.21% | Reduce |
| Watchman Group, Inc. |
| 7.97% | 7.2% | #1 | $35.7M | 813,692 | $29.7M | 811,272 | +2,420+0.30% | Add |
| Kendall Capital Management |
| 5.61% | 5.57% | #2 | $33.7M | 768,122 | $27.2M | 741,348 | +26,774+3.61% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #135 | $32.1M | 732,556 | $20.3M | 553,628 | +178,928+32.32% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #123 | $29.3M | 668,278 | $23.7M | 646,545 | +21,733+3.36% | Add |
| Private Advisor Group, LLC |
| 0.12% | 0.09% | #43 | $25.6M | 584,845 | $19.1M | 520,974 | +63,871+12.26% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.04% | 0.04% | #73 | $25.3M | 586,660 | $19.3M | 523,380 | +63,280+12.09% | Add |
| CMH Wealth Management LLC |
| 3.5% | 3.18% | #4 | $22.9M | 522,648 | $18.5M | 504,442 | +18,206+3.61% | Add |
| Asio Capital, LLC |
| 2.64% | 2.6% | #5 | $20.6M | 470,430 | $18.5M | 505,495 | -35,065-6.94% | Reduce |
| Beacon Capital Management, Inc. |
| 1.1% | 0.89% | #12 | $18.2M | 415,489 | $15.9M | 433,931 | -18,442-4.25% | Reduce |
| HighPoint Advisor Group LLC |
| 0.61% | 0.87% | #22 | $17.3M | 394,292 | $20.8M | 579,275 | -184,983-31.93% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.01% | 0.01% | #118 | $15.6M | 356,744 | $11.0M | 300,108 | +56,636+18.87% | Add |
| Souders Financial Advisors |
| 1.54% | 1.49% | #10 | $15.3M | 348,557 | $13.0M | 355,490 | -6,933-1.95% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.01% | #97 | $15.0M | 342,425 | $5.6M | 152,060 | +190,365+125.19% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.03% | 0.03% | #84 | $14.9M | 339,328 | $9.9M | 269,142 | +70,186+26.08% | Add |
| KICKSTAND VENTURES, LLC. |
| 2.63% | — | #6 | $14.5M | 330,139 | $0 | 0 | +330,139 | New Buy |
| Bleakley Financial Group, LLC |
| 0.16% | 0.14% | #38 | $12.9M | 293,426 | $8.9M | 243,722 | +49,704+20.39% | Add |
| SITTNER & NELSON, LLC |
| 3.69% | 1.59% | #3 | $11.7M | 267,640 | $4.4M | 118,979 | +148,661+124.95% | Add |
| Corient Private Wealth LLC |
| 0.01% | 0.01% | #119 | $10.3M | 235,443 | $8.6M | 235,743 | -300-0.13% | Reduce |
| DAVENPORT & Co LLC |
| 0.05% | 0.04% | #65 | $10.0M | 227,799 | $7.8M | 211,705 | +16,094+7.60% | Add |
| N.E.W. Advisory Services LLC |
| 0.66% | 0.6% | #20 | $9.9M | 225,342 | $8.1M | 220,395 | +4,947+2.24% | Add |
| NATIXIS ADVISORS, LLC |
| 0.01% | 0.01% | #112 | $9.2M | 208,981 | $3.9M | 106,766 | +102,215+95.74% | Add |
| EXCHANGE TRADED CONCEPTS, LLC |
| 0.04% | 0.05% | #78 | $7.9M | 179,510 | $6.7M | 181,518 | -2,008-1.11% | Reduce |
| D.A. DAVIDSON & CO. |
| 0.04% | 0.04% | #74 | $7.4M | 168,117 | $6.7M | 181,950 | -13,833-7.60% | Reduce |
| Atlas Wealth LLC |
| 1.05% | 1.44% | #14 | $7.3M | 167,294 | $4.8M | 130,764 | +36,530+27.94% | Add |
| OneDigital Investment Advisors LLC |
| 0.06% | 0.06% | #57 | $7.2M | 163,434 | $6.4M | 173,771 | -10,337-5.95% | Reduce |
| Stratos Wealth Partners, LTD. |
| 0.07% | 0.06% | #55 | $6.6M | 150,813 | $5.4M | 147,906 | +2,907+1.97% | Add |
| Essex Financial Services, Inc. |
| 0.29% | 0.24% | #27 | $5.9M | 134,671 | $4.3M | 118,162 | +16,509+13.97% | Add |
| CENTAURUS FINANCIAL, INC. |
| 0.23% | 0.22% | #33 | $5.9M | 134,669 | $4.7M | 128,058 | +6,611+5.16% | Add |
| FLAGSHIP HARBOR ADVISORS, LLC |
| 0.22% | 0.21% | #35 | $5.7M | 130,668 | $4.8M | 130,182 | +486+0.37% | Add |
| Pearl Planning LLC |
| 2.47% | 2.35% | #7 | $5.4M | 122,457 | $4.4M | 120,078 | +2,379+1.98% | Add |
| Atria Investments, Inc |
| 0.05% | 0.05% | #62 | $5.3M | 121,324 | $4.5M | 123,190 | -1,866-1.51% | Reduce |
| BARNES PETTEY FINANCIAL ADVISORS, LLC |
| 1.66% | 0.12% | #9 | $5.3M | 120,494 | $269,708 | 7,355 | +113,139+1,538.26% | Add |
| Valmark Advisers, Inc. |
| 0.05% | 0.04% | #64 | $4.8M | 110,083 | $3.8M | 102,453 | +7,630+7.45% | Add |
| Garden State Investment Advisory Services LLC |
| 0.81% | 0.8% | #18 | $4.5M | 102,086 | $3.6M | 98,651 | +3,435+3.48% | Add |
| Farther Finance Advisors, LLC |
| 0.03% | 0.04% | #81 | $4.3M | 98,933 | $3.8M | 101,888 | -2,955-2.90% | Reduce |
| Richard P Slaughter Associates Inc |
| 0.84% | 0.5% | #17 | $4.3M | 97,244 | $2.3M | 62,661 | +34,583+55.19% | Add |
| SageGuard Financial Group, LLC |
| 0.52% | 0.08% | #23 | $3.7M | 84,362 | $490,608 | 13,379 | +70,983+530.56% | Add |
| Legacy Capital Group California, Inc. |
| 1.11% | 1.23% | #11 | $3.7M | 84,145 | $3.2M | 87,811 | -3,666-4.17% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.02% | 0.01% | #100 | $3.6M | 83,121 | $1.1M | 30,434 | +52,687+173.12% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.02% | 0.01% | #99 | $3.6M | 81,013 | $2.9M | 78,990 | +2,023+2.56% | Add |
