| LPL Financial LLC |
| 0.03% | 0.03% | #113 | $141.2M | 2.9M | $99.0M | 2.1M | +778,949+36.97% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.04% | 0.02% | #107 | $137.1M | 2.8M | $80.3M | 1.7M | +1.1M+64.16% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #155 | $97.7M | 2.0M | $78.5M | 1.7M | +327,194+19.59% | Add |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #140 | $90.5M | 1.9M | $82.0M | 1.7M | +106,374+6.10% | Add |
| Advance Capital Management, Inc. |
| 2.53% | 2.59% | #7 | $78.2M | 1.6M | $68.4M | 1.5M | +143,882+9.89% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.12% | 0.12% | #76 | $70.3M | 1.4M | $55.2M | 1.2M | +244,229+20.88% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #162 | $65.8M | 1.3M | $575 | 13 | +1.3M+10,339,176.92% | Add |
| OSAIC HOLDINGS, INC. |
| 0.06% | 0.07% | #96 | $55.1M | 1.1M | $45.8M | 973,570 | +152,635+15.68% | Add |
| Mesirow Financial Investment Management, Inc. |
| 0.82% | 0.7% | #16 | $52.1M | 1.1M | $43.1M | 917,976 | +146,883+16.00% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #148 | $39.2M | 801,773 | $23.8M | 506,659 | +295,114+58.25% | Add |
| &PARTNERS |
| 0.14% | 0.09% | #71 | $33.7M | 686,176 | $17.5M | 372,339 | +313,837+84.29% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.01% | 0.01% | #143 | $31.8M | 648,875 | $17.5M | 382,272 | +266,603+69.74% | Add |
| Cetera Investment Advisers |
| 0.02% | 0.02% | #122 | $27.0M | 550,963 | $22.6M | 481,646 | +69,317+14.39% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.03% | 0.04% | #112 | $26.8M | 547,036 | $26.5M | 562,999 | -15,963-2.84% | Reduce |
| Janney Montgomery Scott LLC |
| 0.05% | 0.05% | #98 | $26.7M | 545,895 | $21.8M | 462,933 | +82,962+17.92% | Add |
| ELEVATION POINT WEALTH PARTNERS, LLC |
| 0.47% | 0.03% | #36 | $25.4M | 519,149 | $1.1M | 23,097 | +496,052+2,147.69% | Add |
| D.A. DAVIDSON & CO. |
| 0.13% | 0.12% | #74 | $23.5M | 481,367 | $20.1M | 427,042 | +54,325+12.72% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #179 | $23.4M | 477,206 | $19.2M | 416,711 | +60,495+14.52% | Add |
| KWB Wealth |
| 1.61% | 1.36% | #10 | $18.9M | 385,710 | $13.7M | 298,673 | +87,037+29.14% | Add |
| LifeGoal Investments, LLC |
| 7.58% | 7.69% | #2 | $16.6M | 338,466 | $13.4M | 283,902 | +54,564+19.22% | Add |
| Legacy CG, LLC |
| 3.85% | 3.74% | #5 | $15.0M | 307,601 | $13.5M | 286,244 | +21,357+7.46% | Add |
| EQUITABLE TRUST CO |
| 0.6% | 0.58% | #25 | $14.5M | 296,087 | $12.5M | 266,489 | +29,598+11.11% | Add |
| MN Wealth Advisors, LLC |
| 6.16% | 5.97% | #3 | $14.5M | 295,720 | $12.3M | 261,124 | +34,596+13.25% | Add |
| Integrated Wealth Concepts LLC |
| 0.07% | 0.1% | #93 | $14.4M | 294,443 | $12.3M | 260,658 | +33,785+12.96% | Add |
| CARY STREET PARTNERS FINANCIAL LLC |
| 0.29% | 0.3% | #49 | $13.5M | 276,372 | $12.1M | 257,962 | +18,410+7.14% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #173 | $13.5M | 275,760 | $3.1M | 65,934 | +209,826+318.24% | Add |
| NBZ Investment Advisors LLC |
| 4.98% | 5.22% | #4 | $12.8M | 261,301 | $12.0M | 254,277 | +7,024+2.76% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.18% | 0.21% | #62 | $11.5M | 234,762 | $11.4M | 241,807 | -7,045-2.91% | Reduce |
| Jefferies Financial Group Inc. |
| 0.07% | — | #88 | $11.3M | 230,000 | $0 | 0 | +230,000 | New Buy |
| Rockefeller Capital Management L.P. |
| 0.02% | 0.02% | #135 | $11.1M | 227,421 | $9.9M | 210,032 | +17,389+8.28% | Add |
| Provident Living Financial Services, Inc. |
| 10.95% | 11.33% | #1 | $11.1M | 227,144 | $10.3M | 218,460 | +8,684+3.98% | Add |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #150 | $10.4M | 213,310 | $7.5M | 159,483 | +53,827+33.75% | Add |
| OPPENHEIMER & CO INC |
| 0.11% | 0.1% | #78 | $9.9M | 203,293 | $8.2M | 173,813 | +29,480+16.96% | Add |
| Baird Financial Group, Inc. |
| 0.01% | 0.01% | #139 | $9.8M | 200,723 | $7.1M | 151,666 | +49,057+32.35% | Add |
| Frontier Asset Management, LLC |
| 1.64% | 1.88% | #9 | $9.1M | 186,874 | $9.0M | 190,738 | -3,864-2.03% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.02% | 0.02% | #129 | $8.8M | 179,350 | $6.6M | 140,416 | +38,934+27.73% | Add |
| NOVEM GROUP |
| 0.83% | 0.79% | #15 | $8.2M | 167,496 | $6.9M | 145,932 | +21,564+14.78% | Add |
| Cornerstone Advisory, LLC |
| 0.65% | 0.67% | #21 | $7.8M | 159,032 | $7.1M | 150,404 | +8,628+5.74% | Add |
| Kingsview Wealth Management, LLC |
| 0.13% | 0.1% | #73 | $7.6M | 162,270 | $7.6M | 162,270 | 00.00% | Unchanged |
| Compass Ion Advisors, LLC |
| 0.64% | 0.63% | #22 | $7.4M | 150,613 | $6.6M | 141,407 | +9,206+6.51% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.01% | <0.01% | #138 | $7.2M | 147,478 | $484,054 | 10,299 | +137,179+1,331.96% | Add |
| Focus Partners Wealth |
| 0.01% | 0.01% | #153 | $6.9M | 140,236 | $6.0M | 127,631 | +12,605+9.88% | Add |
| Quantinno Capital Management LP |
| 0.01% | — | #152 | $6.6M | 134,894 | $0 | 0 | +134,894 | New Buy |
| Visionary Wealth Advisors |
| 0.26% | 0.64% | #53 | $6.5M | 133,185 | $14.6M | 309,612 | -176,427-56.98% | Reduce |
| Western Wealth Management, LLC |
| 0.21% | 0.1% | #58 | $6.3M | 129,699 | $2.5M | 53,535 | +76,164+142.27% | Add |
| Allegheny Financial Group |
| 0.65% | 0.71% | #20 | $6.1M | 125,647 | $5.2M | 111,410 | +14,237+12.78% | Add |
| WEDBUSH SECURITIES INC |
| 0.15% | 0.17% | #67 | $6.0M | 122,169 | $5.8M | 123,990 | -1,821-1.47% | Reduce |
| FOCUSED ALPHA, LLC |
| 1.52% | 1.61% | #11 | $5.9M | 121,095 | $5.2M | 110,702 | +10,393+9.39% | Add |
| Apollon Wealth Management, LLC |
| 0.07% | 0.08% | #91 | $5.9M | 120,983 | $5.2M | 110,952 | +10,031+9.04% | Add |
| Schneider Downs Wealth Management Advisors, LP |
| 0.55% | 0.56% | #29 | $5.9M | 120,030 | $5.1M | 107,559 | +12,471+11.59% | Add |
