| FMR LLC |
| 0.04% | 0.04% | #63 | $851.4M | 16.1M | $754.2M | 16.9M | -754,958-4.48% | Reduce |
| Retirement Planning Group, LLC |
| 7.47% | 7.16% | #2 | $294.2M | 5.6M | $231.0M | 5.2M | +400,546+7.75% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.23% | 0.21% | #34 | $179.5M | 3.4M | $147.6M | 3.3M | +96,787+2.93% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.03% | 0.03% | #69 | $125.2M | 2.4M | $94.3M | 2.1M | +260,764+12.37% | Add |
| Kestra Investment Management, LLC |
| 1.47% | 0.95% | #15 | $76.1M | 1.4M | $55.0M | 1.2M | +209,405+17.02% | Add |
| LPL Financial LLC |
| 0.02% | 0.01% | #88 | $72.3M | 1.4M | $54.5M | 1.2M | +148,606+12.19% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #120 | $71.6M | 1.4M | $57.1M | 1.3M | +77,804+6.09% | Add |
| Sanctuary Advisors, LLC |
| 0.21% | 0.2% | #36 | $45.8M | 867,190 | $37.6M | 841,578 | +25,612+3.04% | Add |
| Atria Investments, Inc |
| 0.4% | 0.38% | #30 | $39.5M | 746,717 | $33.9M | 758,543 | -11,826-1.56% | Reduce |
| STIFEL FINANCIAL CORP |
| 0.03% | 0.03% | #76 | $31.5M | 595,405 | $34.6M | 774,628 | -179,223-23.14% | Reduce |
| Cetera Investment Advisers |
| 0.03% | 0.03% | #75 | $29.9M | 565,584 | $26.0M | 581,286 | -15,702-2.70% | Reduce |
| Kestra Advisory Services, LLC |
| 0.08% | 0.09% | #52 | $25.6M | 485,327 | $25.0M | 558,311 | -72,984-13.07% | Reduce |
| OneDigital Investment Advisors LLC |
| 0.21% | 0.18% | #35 | $25.5M | 481,970 | $18.3M | 409,665 | +72,305+17.65% | Add |
| Advocacy Wealth Management, LLC |
| 1.12% | 1.13% | #19 | $25.4M | 568,950 | $25.4M | 568,950 | 00.00% | Unchanged |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #107 | $24.4M | 460,977 | $19.4M | 434,130 | +26,847+6.18% | Add |
| OSAIC HOLDINGS, INC. |
| 0.03% | 0.02% | #79 | $21.5M | 406,742 | $12.7M | 284,471 | +122,271+42.98% | Add |
| LIBERTY SQUARE WEALTH PARTNERS LLC |
| 4.49% | 3.96% | #4 | $18.8M | 356,575 | $14.2M | 317,635 | +38,940+12.26% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.01% | 0.01% | #98 | $18.8M | 354,956 | $18.5M | 414,021 | -59,065-14.27% | Reduce |
| Goldstone Financial Group, LLC |
| 1.71% | 1.74% | #14 | $18.7M | 353,428 | $16.0M | 357,873 | -4,445-1.24% | Reduce |
| GEN Financial Management, INC. |
| 9.41% | 8.4% | #1 | $15.7M | 297,441 | $13.6M | 303,411 | -5,970-1.97% | Reduce |
| AssuredPartners Investment Advisors, LLC |
| 1.27% | 1.23% | #17 | $13.1M | 248,292 | $11.3M | 247,373 | +919+0.37% | Add |
| Presper Financial Architects, LLC |
| 6.8% | 6.56% | #3 | $13.0M | 246,489 | $11.0M | 246,864 | -375-0.15% | Reduce |
| Steward Partners Investment Advisory, LLC |
| 0.05% | 0.05% | #58 | $10.6M | 200,971 | $9.1M | 202,783 | -1,812-0.89% | Reduce |
| Prasad Wealth Partners, LLC |
| 2.52% | 2.4% | #7 | $10.5M | 197,968 | $8.8M | 197,268 | +700+0.35% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.02% | 0.02% | #86 | $9.9M | 186,664 | $6.4M | 143,391 | +43,273+30.18% | Add |
| Farther Finance Advisors, LLC |
| 0.08% | 0.08% | #53 | $9.8M | 184,870 | $8.8M | 195,691 | -10,821-5.53% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.02% | 0.02% | #82 | $9.4M | 177,654 | $7.9M | 177,269 | +385+0.22% | Add |
| APPLETON PARTNERS INC/MA |
| 0.54% | — | #26 | $8.8M | 166,023 | $0 | 0 | +166,023 | New Buy |
| Bravera Wealth |
| 3.34% | 3.03% | #6 | $8.7M | 164,967 | $6.7M | 150,384 | +14,583+9.70% | Add |
| Provident Wealth Management, LLC |
| 2.22% | 2.23% | #10 | $8.6M | 163,496 | $7.4M | 164,649 | -1,153-0.70% | Reduce |
| Advisory Services Network, LLC |
| 0.09% | 0.09% | #51 | $7.9M | 149,284 | $6.7M | 150,230 | -946-0.63% | Reduce |
| FSA WEALTH PARTNERS, INC. |
| 1.77% | 2.74% | #13 | $7.1M | 133,818 | $5.8M | 128,779 | +5,039+3.91% | Add |
| Evergreen Private Wealth LLC |
| 2.48% | 2.26% | #8 | $6.7M | 126,854 | $5.6M | 125,215 | +1,639+1.31% | Add |
| Laurel Wealth Planning LLC |
| 2.29% | 2.19% | #9 | $5.2M | 98,015 | $4.2M | 92,930 | +5,085+5.47% | Add |
| Faithward Advisors, LLC |
| 0.58% | 0.25% | #25 | $4.8M | 90,309 | $1.8M | 39,390 | +50,919+129.27% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #145 | $4.7M | 88,818 | $2.6M | 57,799 | +31,019+53.67% | Add |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.05% | 0.05% | #59 | $4.5M | 85,829 | $3.7M | 81,993 | +3,836+4.68% | Add |
| Trademark Financial Management, LLC |
| 1.85% | 1.39% | #12 | $4.5M | 85,635 | $2.8M | 63,303 | +22,332+35.28% | Add |
| Fortitude Financial, LLC |
| 3.78% | 2.08% | #5 | $4.2M | 79,495 | $3.9M | 87,852 | -8,357-9.51% | Reduce |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.01% | — | #112 | $3.9M | 73,474 | $0 | 0 | +73,474 | New Buy |
| Emerald Advisors, LLC |
| 0.43% | 0.31% | #28 | $3.4M | 64,562 | $2.5M | 56,763 | +7,799+13.74% | Add |
| J.W. COLE ADVISORS, INC. |
| 0.06% | — | #57 | $3.3M | 62,141 | $0 | 0 | +62,141 | New Buy |
| &PARTNERS |
| 0.01% | 0.01% | #92 | $3.2M | 61,151 | $2.3M | 50,563 | +10,588+20.94% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | <0.01% | #122 | $3.2M | 60,138 | $2.9M | 65,238 | -5,100-7.82% | Reduce |
| NOVEM GROUP |
| 0.31% | 0.3% | #32 | $3.0M | 57,696 | $2.6M | 58,208 | -512-0.88% | Reduce |
| AE Wealth Management LLC |
| 0.01% | 0.01% | #91 | $2.9M | 54,633 | $2.3M | 52,536 | +2,097+3.99% | Add |
| TWO SIGMA INVESTMENTS, LP |
| <0.01% | <0.01% | #135 | $2.6M | 49,700 | $6.2M | 137,700 | -88,000-63.91% | Reduce |
| Van Hulzen Asset Management, LLC |
| 0.18% | 0.27% | #38 | $2.5M | 46,753 | $3.6M | 80,714 | -33,961-42.08% | Reduce |
| Schuylkill Financial LLC |
| 2.17% | — | #11 | $2.3M | 44,336 | $0 | 0 | +44,336 | New Buy |
| Wealthcare Advisory Partners LLC |
| 0.04% | 0.03% | #61 | $2.1M | 39,609 | $1.7M | 38,654 | +955+2.47% | Add |
