| LPL Financial LLC |
| 0.06% | 0.06% | #89 | $254.5M | 5.4M | $226.0M | 4.8M | +605,670+12.55% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.02% | 0.01% | #115 | $237.2M | 5.1M | $178.5M | 3.8M | +1.2M+32.75% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.04% | 0.04% | #97 | $173.0M | 3.7M | $153.9M | 3.3M | +404,283+12.30% | Add |
| OSAIC HOLDINGS, INC. |
| 0.16% | 0.18% | #60 | $133.2M | 2.8M | $124.6M | 2.7M | +179,363+6.74% | Add |
| Invesco Ltd. |
| 0.01% | 0.01% | #147 | $88.6M | 1.9M | $93.7M | 2.0M | -110,785-5.54% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #156 | $79.7M | 1.7M | $78.5M | 1.7M | +48,475+2.93% | Add |
| Private Advisor Group, LLC |
| 0.31% | 0.28% | #45 | $66.6M | 1.4M | $59.2M | 1.3M | +155,680+12.31% | Add |
| Bank of New York Mellon Corp |
| 0.01% | 0.01% | #131 | $62.5M | 1.3M | $62.3M | 1.3M | +1,675+0.13% | Add |
| Brio Consultants, LLC |
| 6.87% | 6.84% | #3 | $58.6M | 1.3M | $56.0M | 1.2M | +56,556+4.74% | Add |
| RTD Financial Advisors, Inc. |
| 4.43% | 4.83% | #5 | $40.6M | 866,849 | $39.3M | 839,094 | +27,755+3.31% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.02% | 0.01% | #116 | $37.8M | 804,528 | $22.4M | 482,051 | +322,477+66.90% | Add |
| HOWARD FINANCIAL SERVICES, LTD. |
| 3.74% | 4.05% | #8 | $37.5M | 799,598 | $36.0M | 768,519 | +31,079+4.04% | Add |
| Dynamic Advisor Solutions LLC |
| 0.93% | 0.91% | #27 | $32.8M | 700,663 | $28.9M | 616,515 | +84,148+13.65% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #139 | $32.7M | 698,589 | $31.8M | 679,154 | +19,435+2.86% | Add |
| Commonwealth Financial Services, LLC |
| 4.25% | — | #6 | $31.7M | 675,575 | $0 | 0 | +675,575 | New Buy |
| Cetera Investment Advisers |
| 0.03% | 0.03% | #105 | $30.3M | 645,855 | $25.9M | 553,657 | +92,198+16.65% | Add |
| Petix & Botte Co |
| 4.81% | 5.11% | #4 | $23.9M | 510,124 | $22.9M | 489,736 | +20,388+4.16% | Add |
| Brookstone Capital Management |
| 0.24% | 0.27% | #51 | $23.8M | 508,289 | $23.8M | 508,545 | -256-0.05% | Reduce |
| American Capital Advisory, LLC |
| 7.32% | 7.41% | #1 | $20.1M | 429,003 | $18.4M | 392,050 | +36,953+9.43% | Add |
| HighTower Advisors, LLC |
| 0.02% | 0.02% | #111 | $18.9M | 402,684 | $14.7M | 314,337 | +88,347+28.11% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.04% | 0.04% | #100 | $17.5M | 373,361 | $13.4M | 285,809 | +87,552+30.63% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #164 | $16.8M | 357,563 | $16.1M | 343,781 | +13,782+4.01% | Add |
| KWB Wealth |
| 1.41% | 1.17% | #21 | $16.5M | 352,169 | $11.9M | 250,037 | +102,132+40.85% | Add |
| KMG FIDUCIARY PARTNERS, LLC |
| 1.52% | 1.31% | #19 | $16.3M | 348,756 | $17.7M | 378,854 | -30,098-7.94% | Reduce |
| Rooted Wealth Advisors, Inc. |
| 3.71% | 3.63% | #9 | $15.2M | 323,263 | $13.8M | 291,422 | +31,841+10.93% | Add |
| World Investment Advisors |
| 0.24% | 0.23% | #52 | $14.3M | 305,776 | $14.3M | 306,158 | -382-0.12% | Reduce |
| Stewardship Advisors, LLC |
| 2.97% | 1.89% | #14 | $14.3M | 304,688 | $8.2M | 176,005 | +128,683+73.11% | Add |
| Focus Financial Network, Inc. |
| 0.43% | 0.46% | #41 | $13.8M | 294,261 | $12.8M | 272,616 | +21,645+7.94% | Add |
| ACIMA PRIVATE WEALTH, LLC |
| 3.96% | 4.1% | #7 | $13.6M | 290,933 | $13.1M | 278,841 | +12,092+4.34% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.12% | 0.15% | #67 | $13.3M | 282,743 | $13.3M | 285,055 | -2,312-0.81% | Reduce |
| Concurrent Investment Advisors, LLC |
| 0.11% | 0.09% | #73 | $12.7M | 271,276 | $8.0M | 171,338 | +99,938+58.33% | Add |
| VERUS CAPITAL PARTNERS, LLC |
| 0.68% | 0.83% | #32 | $12.5M | 266,113 | $12.2M | 259,986 | +6,127+2.36% | Add |
| Integrated Wealth Concepts LLC |
| 0.06% | 0.04% | #87 | $12.0M | 255,098 | $5.3M | 112,614 | +142,484+126.52% | Add |
| Envestnet Portfolio Solutions, Inc. |
| 0.06% | 0.06% | #91 | $11.8M | 252,255 | $11.1M | 237,368 | +14,887+6.27% | Add |
| NewEdge Advisors, LLC |
| 0.03% | 0.04% | #101 | $11.3M | 241,027 | $11.0M | 234,948 | +6,079+2.59% | Add |
| Asset Allocation Strategies LLC |
| 1.68% | 1.27% | #18 | $10.9M | 233,199 | $7.2M | 153,183 | +80,016+52.24% | Add |
| ASHTON THOMAS SECURITIES, LLC |
| 1.51% | 0.78% | #20 | $10.2M | 217,763 | $6.2M | 132,475 | +85,288+64.38% | Add |
| Cooper Financial Group |
| 0.78% | 0.93% | #29 | $9.4M | 199,851 | $9.2M | 196,095 | +3,756+1.92% | Add |
| BEACON FINANCIAL PLANNING, INC |
| 3.06% | 3.77% | #12 | $9.0M | 192,081 | $9.7M | 207,784 | -15,703-7.56% | Reduce |
| Richmond Investment Services, LLC |
| 2.79% | 2.72% | #15 | $8.8M | 187,970 | $16.8M | 359,478 | -171,508-47.71% | Reduce |
| Regal Investment Advisors LLC |
| 0.44% | 0.46% | #40 | $8.5M | 181,605 | $8.0M | 170,782 | +10,823+6.34% | Add |
| IHT Wealth Management, LLC |
| 0.17% | 0.16% | #58 | $8.0M | 170,759 | $6.7M | 143,115 | +27,644+19.32% | Add |
| Atlas Legacy Advisors, LLC |
| 1.17% | 1.4% | #24 | $7.9M | 169,600 | $7.7M | 164,321 | +5,279+3.21% | Add |
| BOS Asset Management, LLC |
| 1.77% | 1.85% | #17 | $7.6M | 162,897 | $7.2M | 154,681 | +8,216+5.31% | Add |
| AXXCESS WEALTH MANAGEMENT, LLC |
| 0.12% | — | #69 | $7.6M | 161,241 | $0 | 0 | +161,241 | New Buy |
| Curry Webb Wealth Management LLC |
| 3.04% | 2.98% | #13 | $7.3M | 156,630 | $6.3M | 134,445 | +22,185+16.50% | Add |
| Baird Financial Group, Inc. |
| 0.01% | 0.01% | #135 | $6.9M | 146,948 | $4.2M | 90,642 | +56,306+62.12% | Add |
| Total Clarity Wealth Management, Inc. |
| 1.29% | 0.99% | #23 | $6.6M | 141,260 | $4.2M | 89,765 | +51,495+57.37% | Add |
| Tennessee Valley Asset Management Partners |
| 0.7% | 0.8% | #30 | $6.4M | 136,325 | $6.1M | 129,560 | +6,765+5.22% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #179 | $6.4M | 135,707 | $6.8M | 145,351 | -9,644-6.63% | Reduce |
