| LPL Financial LLC |
| 0.05% | 0.05% | #71 | $213.5M | 5.8M | $195.6M | 5.7M | +23,374+0.41% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.02% | 0.02% | #85 | $70.6M | 1.9M | $66.0M | 1.9M | -32,358-1.67% | Reduce |
| Cetera Investment Advisers |
| 0.05% | 0.05% | #68 | $56.8M | 1.5M | $50.7M | 1.5M | +43,869+2.94% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #157 | $41.0M | 1.1M | $32.7M | 910,682 | +198,240+21.77% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #121 | $40.2M | 1.1M | $33.8M | 993,254 | +92,206+9.28% | Add |
| TOUNJIAN ADVISORY PARTNERS, LLC |
| 16.45% | — | #1 | $38.5M | 1.0M | $0 | 0 | +1.0M | New Buy |
| OSAIC HOLDINGS, INC. |
| 0.03% | 0.03% | #74 | $28.8M | 777,672 | $23.6M | 693,307 | +84,365+12.17% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #151 | $20.1M | 541,872 | $17.5M | 514,094 | +27,778+5.40% | Add |
| ODonnell Financial Services, LLC |
| 5.64% | 5.89% | #4 | $19.2M | 517,844 | $17.1M | 502,310 | +15,534+3.09% | Add |
| Mach-1 Financial Group, LLC |
| 7.17% | 6.55% | #2 | $18.5M | 500,463 | $18.6M | 546,689 | -46,226-8.46% | Reduce |
| Hobart Private Capital, LLC |
| 2.7% | 2.7% | #6 | $15.8M | 425,915 | $13.7M | 403,589 | +22,326+5.53% | Add |
| ASSETMARK, INC |
| 0.03% | 0.03% | #80 | $15.7M | 424,999 | $13.5M | 397,456 | +27,543+6.93% | Add |
| Independent Advisor Alliance |
| 0.36% | 0.17% | #20 | $15.5M | 419,671 | $16.0M | 471,261 | -51,590-10.95% | Reduce |
| D.A. DAVIDSON & CO. |
| 0.07% | 0.07% | #55 | $13.0M | 350,480 | $11.9M | 350,180 | +300+0.09% | Add |
| PARK NATIONAL CORP /OH/ |
| 0.44% | 0.38% | #17 | $12.5M | 366,205 | $12.5M | 367,337 | -1,132-0.31% | Reduce |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #159 | $12.2M | 330,749 | $12.9M | 380,076 | -49,327-12.98% | Reduce |
| KPP Advisory Services LLC |
| 1.54% | 1.57% | #8 | $12.2M | 329,694 | $10.8M | 317,299 | +12,395+3.91% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.02% | #100 | $11.7M | 314,955 | $11.6M | 339,974 | -25,019-7.36% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.05% | 0.07% | #67 | $10.8M | 291,005 | $9.2M | 268,888 | +22,117+8.23% | Add |
| VestGen Advisors, LLC |
| 0.3% | 0.25% | #22 | $10.1M | 274,091 | $9.3M | 257,314 | +16,777+6.52% | Add |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #124 | $9.4M | 254,760 | $8.4M | 245,856 | +8,904+3.62% | Add |
| NewEdge Advisors, LLC |
| 0.03% | 0.03% | #78 | $9.4M | 253,115 | $8.6M | 251,181 | +1,934+0.77% | Add |
| Kestra Advisory Services, LLC |
| 0.03% | 0.03% | #81 | $8.3M | 223,105 | $7.9M | 230,796 | -7,691-3.33% | Reduce |
| Centennial Wealth Advisory LLC |
| 1.71% | 1.79% | #7 | $7.9M | 214,430 | $7.4M | 216,767 | -2,337-1.08% | Reduce |
| BENJAMIN EDWARDS INC |
| 0.07% | 0.07% | #57 | $7.4M | 201,185 | $6.7M | 196,359 | +4,826+2.46% | Add |
| Baird Financial Group, Inc. |
| 0.01% | 0.01% | #117 | $7.4M | 200,590 | $6.5M | 190,283 | +10,307+5.42% | Add |
| IFC & Insurance Marketing, Inc. |
| 5.94% | 6.03% | #3 | $6.7M | 182,240 | $5.8M | 169,653 | +12,587+7.42% | Add |
| RiverTree Advisors, LLC |
| 3.69% | 3.08% | #5 | $6.2M | 168,830 | $4.9M | 142,913 | +25,917+18.13% | Add |
| Avior Wealth Management, LLC |
| 0.18% | 0.18% | #32 | $6.2M | 182,598 | $6.2M | 182,598 | 00.00% | Unchanged |
| Snowden Capital Advisors LLC |
| 0.14% | 0.15% | #36 | $6.0M | 162,109 | $5.6M | 163,230 | -1,121-0.69% | Reduce |
| Prospera Financial Services Inc |
| 0.08% | 0.09% | #51 | $5.8M | 156,383 | $5.5M | 160,269 | -3,886-2.42% | Reduce |
| HARBOUR INVESTMENTS, INC. |
| 0.08% | 0.08% | #53 | $5.7M | 154,131 | $5.5M | 161,195 | -7,064-4.38% | Reduce |
| Janney Montgomery Scott LLC |
| 0.01% | 0.02% | #115 | $5.5M | 148,467 | $8.2M | 242,125 | -93,658-38.68% | Reduce |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #118 | $5.0M | 134,167 | $3.6M | 106,325 | +27,842+26.19% | Add |
| PCG Wealth Advisors, LLC |
| 1.04% | 1.13% | #9 | $4.7M | 126,201 | $4.5M | 131,248 | -5,047-3.85% | Reduce |
| Vise Technologies, Inc. |
| 0.05% | 0.07% | #69 | $4.5M | 122,690 | $3.6M | 100,894 | +21,796+21.60% | Add |
| Proactive Wealth Strategies LLC |
| 0.67% | 0.73% | #12 | $4.2M | 112,161 | $3.9M | 113,813 | -1,652-1.45% | Reduce |
| AE Wealth Management LLC |
| 0.02% | 0.02% | #90 | $4.0M | 107,831 | $3.3M | 96,118 | +11,713+12.19% | Add |
| IFP Advisors, Inc |
| 0.07% | 0.07% | #54 | $4.0M | 107,625 | $3.5M | 102,216 | +5,409+5.29% | Add |
| Sanctuary Advisors, LLC |
| 0.02% | 0.01% | #91 | $4.0M | 107,233 | $2.2M | 65,064 | +42,169+64.81% | Add |
| Private Advisor Group, LLC |
| 0.02% | 0.05% | #92 | $4.0M | 106,913 | $10.8M | 316,027 | -209,114-66.17% | Reduce |
| Atria Investments, Inc |
| 0.04% | 0.03% | #73 | $4.0M | 106,810 | $2.7M | 78,832 | +27,978+35.49% | Add |
| Gateway Wealth Partners, LLC |
| 0.24% | 0.22% | #27 | $3.9M | 106,235 | $5.7M | 168,521 | -62,286-36.96% | Reduce |
| Bank of New York Mellon Corp |
| <0.01% | <0.01% | #172 | $3.8M | 102,671 | $3.4M | 100,283 | +2,388+2.38% | Add |
| Sigma Planning Corp |
| 0.08% | 0.08% | #52 | $3.3M | 88,932 | $3.0M | 86,916 | +2,016+2.32% | Add |
| INDEPENDENT FINANCIAL GROUP, LLC |
| 0.06% | — | #62 | $3.1M | 84,380 | $0 | 0 | +84,380 | New Buy |
| LVZ, Inc. |
| 0.31% | 0.33% | #21 | $3.0M | 81,239 | $2.9M | 84,114 | -2,875-3.42% | Reduce |
| IAMS WEALTH MANAGEMENT, LLC |
| 0.9% | 0.94% | #10 | $3.0M | 80,793 | $2.7M | 78,998 | +1,795+2.27% | Add |
| Comprehensive Financial Consultants Institutional, Inc. |
| 0.78% | 0.81% | #11 | $2.9M | 79,677 | $2.7M | 79,823 | -146-0.18% | Reduce |
| Moors & Cabot, Inc. |
| 0.11% | 0.11% | #42 | $2.9M | 79,305 | $2.7M | 77,955 | +1,350+1.73% | Add |
