| LPL Financial LLC |
| 0.09% | 0.08% | #144 | $404.1M | 6.7M | $308.3M | 5.6M | +1.1M+19.22% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.11% | 0.11% | #139 | $212.4M | 3.5M | $171.9M | 3.1M | +387,585+12.36% | Add |
| Cetera Investment Advisers |
| 0.12% | 0.12% | #134 | $136.7M | 2.3M | $115.1M | 2.1M | +169,491+8.08% | Add |
| SHP Wealth Management |
| 8.48% | 8.29% | #2 | $123.3M | 2.0M | $109.9M | 2.0M | +40,686+2.03% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.03% | 0.03% | #195 | $94.2M | 1.6M | $81.7M | 1.5M | +73,358+4.93% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 1.48% | 1.39% | #41 | $93.6M | 1.6M | $76.3M | 1.4M | +161,702+11.62% | Add |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
| 0.01% | 0.01% | #216 | $84.1M | 1.4M | $56.7M | 1.0M | +359,858+34.79% | Add |
| Equitable Holdings, Inc. |
| 0.33% | 0.26% | #96 | $55.8M | 925,783 | $40.3M | 725,092 | +200,691+27.68% | Add |
| OSAIC HOLDINGS, INC. |
| 0.06% | 0.05% | #164 | $51.9M | 861,279 | $34.9M | 636,482 | +224,797+35.32% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.06% | 0.06% | #165 | $48.5M | 804,670 | $39.5M | 719,986 | +84,684+11.76% | Add |
| HighTower Advisors, LLC |
| 0.04% | 0.03% | #180 | $43.0M | 713,099 | $31.0M | 565,325 | +147,774+26.14% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.09% | 0.08% | #146 | $42.5M | 704,192 | $28.1M | 513,249 | +190,943+37.20% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #220 | $37.9M | 628,079 | $30.7M | 559,915 | +68,164+12.17% | Add |
| ADAMSBROWN WEALTH CONSULTANTS LLC |
| 7.1% | 8.62% | #6 | $37.7M | 624,654 | $32.6M | 594,609 | +30,045+5.05% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #238 | $36.9M | 612,147 | $29.4M | 535,605 | +76,542+14.29% | Add |
| Drake & Associates, LLC |
| 6.08% | 5.73% | #9 | $36.1M | 598,229 | $30.1M | 548,555 | +49,674+9.06% | Add |
| PLANNING ALTERNATIVES LTD /ADV |
| 3.26% | 3.42% | #25 | $30.4M | 503,718 | $26.5M | 482,978 | +20,740+4.29% | Add |
| Gratus Wealth Advisors, LLC |
| 3.61% | 3.62% | #23 | $28.4M | 470,420 | $25.1M | 456,816 | +13,604+2.98% | Add |
| MANCHESTER FINANCIAL INC |
| 4.97% | 4.8% | #12 | $27.9M | 463,576 | $25.0M | 456,012 | +7,564+1.66% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #229 | $27.7M | 459,347 | $19.6M | 358,079 | +101,268+28.28% | Add |
| Modern Wealth Management, LLC |
| 0.33% | 0.24% | #98 | $27.6M | 457,489 | $14.0M | 248,014 | +209,475+84.46% | Add |
| Retirement Management Systems Inc. |
| 5.38% | 5.36% | #11 | $26.3M | 435,488 | $22.2M | 405,406 | +30,082+7.42% | Add |
| Whitaker-Myers Wealth Managers, LTD. |
| 4.35% | 4.35% | #16 | $26.1M | 432,402 | $21.8M | 397,723 | +34,679+8.72% | Add |
| Rooted Wealth Advisors, Inc. |
| 6.32% | 5.97% | #7 | $25.8M | 428,286 | $22.6M | 379,170 | +49,116+12.95% | Add |
| Insight Wealth Strategies, LLC |
| 2.25% | 2.26% | #32 | $23.1M | 385,732 | $20.2M | 368,510 | +17,222+4.67% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| 0.03% | 0.02% | #191 | $22.3M | 369,409 | $16.6M | 302,987 | +66,422+21.92% | Add |
| Kestra Advisory Services, LLC |
| 0.07% | 0.06% | #160 | $20.8M | 344,938 | $17.0M | 309,628 | +35,310+11.40% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.03% | 0.04% | #187 | $20.5M | 340,977 | $17.9M | 319,921 | +21,056+6.58% | Add |
| D'Orazio & Associates, Inc. |
| 2.25% | 2.01% | #33 | $19.4M | 321,925 | $15.6M | 283,681 | +38,244+13.48% | Add |
| Three Cord True Wealth Management, LLC |
| 9.01% | 8.84% | #1 | $18.9M | 313,992 | $15.9M | 290,011 | +23,981+8.27% | Add |
| Private Advisor Group, LLC |
| 0.08% | 0.08% | #150 | $17.2M | 285,327 | $17.1M | 311,265 | -25,938-8.33% | Reduce |
| NOMURA ASSET MANAGEMENT CO LTD |
| 0.04% | — | #183 | $16.9M | 279,800 | $0 | 0 | +279,800 | New Buy |
| Bucket List Wealth Management, LLC |
| 7.52% | 7.09% | #5 | $15.3M | 253,224 | $11.8M | 214,867 | +38,357+17.85% | Add |
| Janney Montgomery Scott LLC |
| 0.03% | 0.03% | #188 | $15.0M | 249,475 | $11.6M | 211,304 | +38,171+18.06% | Add |
| Clark Wealth Partners |
| 8.14% | 8.69% | #3 | $14.4M | 239,167 | $12.9M | 235,919 | +3,248+1.38% | Add |
| TITLEIST ASSET MANAGEMENT, LLC |
| 0.96% | 0.94% | #58 | $14.3M | 237,623 | $12.5M | 228,113 | +9,510+4.17% | Add |
| Kovack Advisors, Inc. |
| 0.68% | 0.7% | #70 | $14.2M | 237,623 | $13.1M | 232,526 | +5,097+2.19% | Add |
| StoneCrest Wealth Management, Inc. |
| 4.32% | 5.23% | #17 | $13.5M | 224,418 | $12.4M | 225,508 | -1,090-0.48% | Reduce |
| Amplius Wealth Advisors, LLC |
| 0.98% | 0.88% | #57 | $13.4M | 222,327 | $10.5M | 191,793 | +30,534+15.92% | Add |
| Meridian Wealth Management, LLC |
| 0.41% | 0.31% | #88 | $13.3M | 220,360 | $8.9M | 162,458 | +57,902+35.64% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #248 | $12.1M | 200,000 | $4.6M | 83,037 | +116,963+140.86% | Add |
| Cyr Financial Inc. |
| 6.28% | 6.12% | #8 | $12.1M | 199,919 | $10.4M | 189,714 | +10,205+5.38% | Add |
| Per Stirling Capital Management, LLC. |
| 1.14% | 1.21% | #53 | $12.0M | 198,739 | $11.0M | 199,848 | -1,109-0.55% | Reduce |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.02% | — | #205 | $11.6M | 191,933 | $0 | 0 | +191,933 | New Buy |
| CENTAURUS FINANCIAL, INC. |
| 0.44% | 0.49% | #86 | $11.3M | 187,716 | $10.2M | 186,512 | +1,204+0.65% | Add |
| Segment Wealth Management, LLC |
| 0.58% | 0.03% | #74 | $11.1M | 184,417 | $535,238 | 9,760 | +174,657+1,789.52% | Add |
| AAF Wealth Management, LLC |
| 4.07% | — | #19 | $11.0M | 183,135 | $0 | 0 | +183,135 | New Buy |
| CPA Asset Management Group, LLC |
| 3.07% | 0.93% | #27 | $10.7M | 176,931 | $2.8M | 50,316 | +126,615+251.64% | Add |
| SILVER OAK SECURITIES, INCORPORATED |
| 0.64% | 0.69% | #73 | $10.5M | 174,816 | $9.4M | 171,430 | +3,386+1.98% | Add |
| Tidemark, LLC |
| 2.37% | 2.33% | #30 | $10.5M | 174,610 | $9.2M | 167,384 | +7,226+4.32% | Add |
