| LPL Financial LLC |
| 0.04% | 0.04% | #116 | $172.0M | 6.8M | $145.5M | 5.9M | +962,738+16.40% | Add |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| 1.73% | 1.9% | #12 | $131.4M | 5.2M | $129.7M | 5.2M | -12,274-0.23% | Reduce |
| AMERIPRISE FINANCIAL INC |
| 0.02% | 0.02% | #140 | $113.5M | 4.5M | $98.7M | 4.0M | +531,152+13.34% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | <0.01% | #183 | $83.0M | 3.3M | $67.0M | 2.7M | +594,234+21.98% | Add |
| Meeder Advisory Services, Inc. |
| 2.18% | 2.45% | #6 | $59.6M | 2.4M | $58.7M | 2.4M | +1,026+0.04% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.01% | 0.01% | #172 | $58.4M | 2.3M | $53.5M | 2.2M | +159,397+7.38% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #198 | $54.5M | 2.2M | $6.5M | 261,753 | +1.9M+727.78% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #158 | $48.1M | 1.9M | $40.4M | 1.6M | +279,055+17.12% | Add |
| Cetera Investment Advisers |
| 0.04% | 0.04% | #119 | $40.7M | 1.6M | $35.9M | 1.4M | +168,716+11.66% | Add |
| Focus Partners Wealth |
| 0.03% | 0.03% | #123 | $31.8M | 1.3M | $31.0M | 28,066 | +1.2M+4,398.44% | Add |
| Composition Wealth, LLC |
| 0.36% | 0.35% | #51 | $30.8M | 1.2M | $25.6M | 1.0M | +191,395+18.54% | Add |
| Axiom Financial Strategies, LLC |
| 9.34% | 11.66% | #1 | $29.8M | 1.2M | $33.1M | 1.3M | -152,495-11.41% | Reduce |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #203 | $25.7M | 1.0M | $13.0M | 526,150 | +493,768+93.85% | Add |
| Sanctuary Advisors, LLC |
| 0.11% | 0.11% | #79 | $24.4M | 967,787 | $19.4M | 783,830 | +183,957+23.47% | Add |
| OSAIC HOLDINGS, INC. |
| 0.03% | 0.02% | #130 | $23.6M | 937,454 | $13.5M | 542,993 | +394,461+72.65% | Add |
| HighTower Advisors, LLC |
| 0.02% | <0.01% | #143 | $21.3M | 844,950 | $3.9M | 157,828 | +687,122+435.36% | Add |
| Waverly Advisors, LLC |
| 0.12% | — | #75 | $21.0M | 835,217 | $0 | 0 | +835,217 | New Buy |
| New England Private Wealth Advisors LLC |
| 1.99% | 1.96% | #10 | $20.6M | 835,986 | $16.9M | 683,218 | +152,768+22.36% | Add |
| CENTRAL BANK & TRUST CO |
| 2.83% | 3.01% | #4 | $20.0M | 793,147 | $19.2M | 773,294 | +19,853+2.57% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #190 | $16.9M | 669,892 | $14.3M | 577,729 | +92,163+15.95% | Add |
| Legacy CG, LLC |
| 4.16% | 4.36% | #3 | $16.3M | 646,293 | $15.7M | 633,482 | +12,811+2.02% | Add |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #159 | $15.6M | 618,326 | $13.9M | 562,144 | +56,182+9.99% | Add |
| RFG Advisory, LLC |
| 0.24% | 0.26% | #61 | $15.4M | 613,288 | $14.1M | 569,131 | +44,157+7.76% | Add |
| Private Advisor Group, LLC |
| 0.07% | 0.04% | #102 | $14.7M | 584,966 | $8.8M | 354,658 | +230,308+64.94% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.01% | <0.01% | #181 | $13.7M | 543,310 | $10.1M | 408,435 | +134,875+33.02% | Add |
| TRUIST FINANCIAL CORP |
| 0.02% | 0.02% | #151 | $13.5M | 535,337 | $13.9M | 558,881 | -23,544-4.21% | Reduce |
| Midwest Financial Partners Investments, Inc. |
| 5.59% | 6.16% | #2 | $13.5M | 534,969 | $11.6M | 468,525 | +66,444+14.18% | Add |
| Bank of New York Mellon Corp |
| <0.01% | <0.01% | #204 | $12.7M | 503,404 | $11.6M | 469,030 | +34,374+7.33% | Add |
| AE Wealth Management LLC |
| 0.06% | 0.02% | #105 | $11.9M | 470,914 | $3.9M | 156,369 | +314,545+201.16% | Add |
| Orion Porfolio Solutions, LLC |
| 0.09% | 0.1% | #94 | $11.2M | 444,075 | $11.6M | 466,151 | -22,076-4.74% | Reduce |
| MFA WEALTH ADVISORS, LLC |
| 1.83% | 0.69% | #11 | $10.7M | 426,562 | $3.5M | 141,553 | +285,009+201.34% | Add |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.11% | 0.12% | #81 | $10.1M | 402,254 | $9.6M | 385,554 | +16,700+4.33% | Add |
| NewEdge Advisors, LLC |
| 0.03% | 0.03% | #129 | $9.3M | 369,979 | $7.1M | 284,772 | +85,207+29.92% | Add |
| Asio Capital, LLC |
| 1.17% | 1.21% | #16 | $9.2M | 363,936 | $8.6M | 347,320 | +16,616+4.78% | Add |
| Ocean Park Asset Management, LLC |
| 0.43% | 0.5% | #45 | $8.8M | 351,200 | $8.7M | 351,200 | 00.00% | Unchanged |
| Prentice Wealth Management LLC |
| 1.72% | 1.62% | #13 | $8.3M | 330,459 | $7.2M | 289,218 | +41,241+14.26% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #214 | $8.2M | 326,915 | $12.5M | 506,203 | -179,288-35.42% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #170 | $8.0M | 318,150 | $7.4M | 299,826 | +18,324+6.11% | Add |
| Beacon Bridge Wealth Partners, LLC |
| 2.26% | 1.69% | #5 | $7.9M | 314,712 | $5.0M | 203,337 | +111,375+54.77% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.02% | 0.02% | #153 | $7.7M | 306,697 | $5.9M | 236,253 | +70,444+29.82% | Add |
| Equitable Holdings, Inc. |
| 0.04% | 0.04% | #115 | $6.7M | 264,522 | $5.9M | 237,797 | +26,725+11.24% | Add |
| FRANKLIN RESOURCES INC |
| <0.01% | <0.01% | #207 | $6.6M | 260,803 | $4.0M | 160,384 | +100,419+62.61% | Add |
| HighPoint Advisor Group LLC |
| 0.22% | 0.22% | #66 | $6.2M | 247,527 | $5.2M | 208,233 | +39,294+18.87% | Add |
| VestGen Advisors, LLC |
| 0.17% | 0.16% | #68 | $6.0M | 237,746 | $6.1M | 246,646 | -8,900-3.61% | Reduce |
| BlueStem Wealth Partners, LLC |
| 0.57% | 0.59% | #38 | $5.7M | 228,168 | $5.3M | 215,524 | +12,644+5.87% | Add |
| HANCOCK WHITNEY CORP |
| 0.1% | 0.09% | #89 | $5.7M | 227,632 | $5.2M | 210,999 | +16,633+7.88% | Add |
| Retirement Planning Group, LLC |
| 0.14% | 0.14% | #72 | $5.7M | 225,521 | $4.4M | 176,217 | +49,304+27.98% | Add |
| Legacy Financial Advisors, Inc. |
| 0.68% | 0.66% | #28 | $5.6M | 222,089 | $4.7M | 189,574 | +32,515+17.15% | Add |
| Certified Advisory Corp |
| 0.44% | 0.34% | #43 | $5.4M | 216,406 | $3.8M | 152,645 | +63,761+41.77% | Add |
| Wealth Alliance Advisory Group, LLC |
| 0.78% | 0.82% | #25 | $5.4M | 215,204 | $5.2M | 208,676 | +6,528+3.13% | Add |
