| FMR LLC |
| 0.09% | 0.09% | #166 | $2.17B | 51.7M | $1.77B | 48.8M | +2.9M+5.88% | Add |
| Fragasso Financial Advisors Inc |
| 8.51% | 8.42% | #5 | $159.9M | 3.8M | $139.7M | 3.8M | +12,281+0.32% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.2% | 0.18% | #123 | $156.5M | 3.7M | $128.6M | 3.5M | +188,525+5.32% | Add |
| NewEdge Advisors, LLC |
| 0.46% | 0.25% | #86 | $155.6M | 3.7M | $68.7M | 1.9M | +1.8M+96.12% | Add |
| KFG WEALTH MANAGEMENT, LLC |
| 16.49% | 15.49% | #2 | $146.1M | 3.5M | $119.8M | 3.3M | +180,894+5.47% | Add |
| Advance Capital Management, Inc. |
| 4.27% | — | #19 | $132.0M | 3.3M | $0 | 0 | +3.3M | New Buy |
| LPL Financial LLC |
| 0.03% | 0.03% | #248 | $131.8M | 3.1M | $103.3M | 2.8M | +296,468+10.41% | Add |
| HUNTINGTON NATIONAL BANK |
| 0.63% | 0.63% | #70 | $129.7M | 3.1M | $113.9M | 3.1M | -45,581-1.45% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.02% | 0.02% | #269 | $89.9M | 2.1M | $75.0M | 2.1M | +78,512+3.80% | Add |
| CITADEL ADVISORS LLC |
| 0.01% | <0.01% | #317 | $88.9M | 2.1M | $3.7M | 101,708 | +2.0M+1,986.17% | Add |
| EdgeRock Capital LLC |
| 19.2% | 18.85% | #1 | $83.0M | 2.0M | $69.7M | 1.9M | +62,155+3.24% | Add |
| CITIGROUP INC |
| 0.02% | — | #262 | $72.2M | 1.8M | $0 | 0 | +1.8M | New Buy |
| SHP Wealth Management |
| 4.92% | 4.56% | #11 | $71.6M | 1.7M | $60.5M | 1.7M | +40,399+2.42% | Add |
| HighTower Advisors, LLC |
| 0.07% | 0.07% | #185 | $71.4M | 1.7M | $62.5M | 1.7M | -18,960-1.10% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.02% | 0.01% | #286 | $66.0M | 1.6M | $46.7M | 1.3M | +288,440+22.41% | Add |
| Richard P Slaughter Associates Inc |
| 11.28% | 10.1% | #4 | $57.5M | 1.4M | $46.7M | 1.3M | +117,690+9.05% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.03% | 0.02% | #254 | $49.4M | 1.2M | $39.1M | 1.1M | +101,541+9.42% | Add |
| GW HENSSLER & ASSOCIATES LTD |
| 2.19% | 2% | #33 | $49.1M | 1.2M | $42.4M | 1.2M | +31,460+2.67% | Add |
| OSAIC HOLDINGS, INC. |
| 0.06% | 0.05% | #204 | $48.3M | 1.2M | $33.4M | 921,775 | +229,936+24.94% | Add |
| TWO SIGMA INVESTMENTS, LP |
| 0.03% | 0.02% | #244 | $43.8M | 1.0M | $23.2M | 638,900 | +406,700+63.66% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #406 | $36.7M | 882,500 | $30.5M | 864,471 | +18,029+2.09% | Add |
| Kestra Advisory Services, LLC |
| 0.12% | 0.12% | #151 | $36.1M | 861,944 | $30.4M | 838,432 | +23,512+2.80% | Add |
| Stadion Money Management, LLC |
| 2.98% | 3.16% | #30 | $34.5M | 824,315 | $31.4M | 866,015 | -41,700-4.82% | Reduce |
| VALLEY NATIONAL ADVISERS INC |
| 3.59% | 3.71% | #24 | $32.3M | 769,975 | $28.7M | 790,948 | -20,973-2.65% | Reduce |
| McNamara Financial Services, Inc. |
| 5.41% | 5.23% | #10 | $31.4M | 773,260 | $27.7M | 769,031 | +4,229+0.55% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.05% | 0.01% | #210 | $30.9M | 725,406 | $4.3M | 118,707 | +606,699+511.09% | Add |
| LIFELONG WEALTH ADVISORS, INC. |
| 7.02% | 7.28% | #7 | $29.9M | 736,675 | $27.4M | 761,568 | -24,893-3.27% | Reduce |
| AMERIPRISE FINANCIAL INC |
| 0.01% | 0.01% | #354 | $27.8M | 663,593 | $28.3M | 778,843 | -115,250-14.80% | Reduce |
| Kendall Capital Management |
| 4.51% | 0.24% | #17 | $27.1M | 666,866 | $1.2M | 32,043 | +634,823+1,981.16% | Add |
| Independence Financial Advisors, LLC |
| 6.98% | 10.41% | #8 | $26.9M | 671,110 | $34.7M | 993,502 | -322,392-32.45% | Reduce |
| ADAMSBROWN WEALTH CONSULTANTS LLC |
| 4.79% | 5.72% | #14 | $25.4M | 625,634 | $21.6M | 601,489 | +24,145+4.01% | Add |
| Summit Financial Wealth Advisors, LLC |
| 3.01% | 2.81% | #29 | $23.5M | 579,236 | $19.8M | 551,758 | +27,478+4.98% | Add |
| Retirement Management Systems Inc. |
| 4.68% | 4.59% | #15 | $22.8M | 562,734 | $19.0M | 529,507 | +33,227+6.28% | Add |
| Cetera Investment Advisers |
| 0.02% | 0.01% | #274 | $22.2M | 529,210 | $12.4M | 341,372 | +187,838+55.02% | Add |
| Duncan Williams Asset Management, LLC |
| 4.88% | — | #13 | $21.7M | 533,933 | $0 | 0 | +533,933 | New Buy |
| Tyche Wealth Partners LLC |
| 3.04% | 2.98% | #28 | $21.6M | 532,786 | $19.3M | 536,815 | -4,029-0.75% | Reduce |
| Vise Technologies, Inc. |
| 0.24% | <0.01% | #115 | $21.1M | 504,262 | $248,803 | 6,839 | +497,423+7,273.33% | Add |
| Lakeridge Wealth Management LLC |
| 7.27% | — | #6 | $19.8M | 472,739 | $0 | 0 | +472,739 | New Buy |
| Blake Schutter Theil Wealth Advisors, LLC |
| 12.86% | 14% | #3 | $19.0M | 453,709 | $17.2M | 473,649 | -19,940-4.21% | Reduce |
| Mascoma Wealth Management LLC |
| 3.37% | 3.13% | #26 | $18.2M | 433,747 | $15.1M | 416,910 | +16,837+4.04% | Add |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC |
| 4.57% | 4.5% | #16 | $18.1M | 446,041 | $15.3M | 426,130 | +19,911+4.67% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #435 | $17.5M | 416,408 | $14.5M | 399,974 | +16,434+4.11% | Add |
| Baird Financial Group, Inc. |
| 0.02% | 0.02% | #268 | $15.7M | 387,191 | $13.0M | 362,813 | +24,378+6.72% | Add |
| Bank of New York Mellon Corp |
| <0.01% | <0.01% | #397 | $15.6M | 383,709 | $11.2M | 312,508 | +71,201+22.78% | Add |
| ELEVATION POINT WEALTH PARTNERS, LLC |
| 0.28% | — | #110 | $15.2M | 374,896 | $0 | 0 | +374,896 | New Buy |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #308 | $15.1M | 359,359 | $7.9M | 217,998 | +141,361+64.85% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #400 | $14.4M | 343,980 | $9.6M | 264,226 | +79,754+30.18% | Add |
| Parkside Investments, LLC |
| 1.48% | 1.56% | #44 | $13.6M | 333,931 | $12.8M | 356,471 | -22,540-6.32% | Reduce |
| Serenity Investment Advisors |
| 5.53% | 5.25% | #9 | $13.0M | 307,968 | $11.2M | 286,056 | +21,912+7.66% | Add |
| FLAGSHIP WEALTH ADVISORS, LLC |
| 2.87% | 1.89% | #31 | $12.8M | 305,681 | $4.4M | 127,721 | +177,960+139.33% | Add |
