| LPL Financial LLC |
| 0.03% | 0.05% | #64 | $152.9M | 2.6M | $170.5M | 3.1M | -461,776-14.88% | Reduce |
| AMERIPRISE FINANCIAL INC |
| 0.02% | 0.03% | #72 | $122.9M | 2.1M | $112.1M | 2.0M | +83,173+4.08% | Add |
| Cetera Investment Advisers |
| 0.07% | 0.08% | #49 | $79.9M | 1.4M | $79.9M | 1.5M | -73,458-5.05% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.02% | 0.03% | #91 | $61.1M | 1.1M | $83.6M | 1.5M | -465,986-30.62% | Reduce |
| Larson Financial Group LLC |
| 1.58% | 1.58% | #14 | $60.2M | 1.0M | $49.4M | 899,001 | +141,101+15.70% | Add |
| Harbor Group, Inc. |
| 6.43% | 7.15% | #5 | $54.7M | 945,316 | $49.5M | 901,408 | +43,908+4.87% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.02% | 0.03% | #75 | $44.6M | 770,191 | $50.1M | 912,530 | -142,339-15.60% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #145 | $38.7M | 669,365 | $39.1M | 691,845 | -22,480-3.25% | Reduce |
| HighTower Advisors, LLC |
| 0.03% | 0.03% | #62 | $36.2M | 624,932 | $32.4M | 588,955 | +35,977+6.11% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #142 | $34.1M | 588,329 | $37.1M | 675,138 | -86,809-12.86% | Reduce |
| EAGLE WEALTH STRATEGIES LLC |
| 10.43% | 10.56% | #1 | $27.3M | 471,779 | $24.1M | 438,625 | +33,154+7.56% | Add |
| STIFEL FINANCIAL CORP |
| 0.02% | 0.02% | #82 | $24.8M | 428,809 | $22.6M | 412,315 | +16,494+4.00% | Add |
| FINANCIAL CONSULATE, INC |
| 2.44% | 2.57% | #12 | $22.0M | 379,294 | $20.7M | 376,016 | +3,278+0.87% | Add |
| Federation des caisses Desjardins du Quebec |
| 0.06% | 0.08% | #56 | $18.8M | 324,033 | $23.6M | 430,250 | -106,217-24.69% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| 0.01% | 0.01% | #120 | $17.3M | 297,592 | $17.2M | 318,988 | -21,396-6.71% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #135 | $16.7M | 288,323 | $14.9M | 271,955 | +16,368+6.02% | Add |
| Private Advisor Group, LLC |
| 0.07% | 0.13% | #50 | $15.5M | 267,111 | $26.7M | 485,374 | -218,263-44.97% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #143 | $14.5M | 250,727 | $17.7M | 322,764 | -72,037-22.32% | Reduce |
| Sherrill & Hutchins Financial Advisory, Inc |
| 6.81% | 7.82% | #4 | $14.3M | 246,185 | $13.2M | 241,098 | +5,087+2.11% | Add |
| OSAIC HOLDINGS, INC. |
| 0.02% | 0.02% | #90 | $14.2M | 245,916 | $13.3M | 242,476 | +3,440+1.42% | Add |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC |
| 3.57% | 4.66% | #10 | $13.1M | 226,978 | $14.6M | 265,790 | -38,812-14.60% | Reduce |
| Stratos Investment Management, LLC |
| 0.44% | 0.44% | #19 | $12.2M | 211,505 | $11.0M | 200,619 | +10,886+5.43% | Add |
| OneDigital Investment Advisors LLC |
| 0.09% | 0.08% | #42 | $11.0M | 189,273 | $8.5M | 154,458 | +34,815+22.54% | Add |
| TrustBank |
| 3.65% | 3.92% | #9 | $10.8M | 185,943 | $10.1M | 183,900 | +2,043+1.11% | Add |
| Shira Ridge Wealth Management |
| 3.66% | 4.05% | #8 | $10.5M | 188,660 | $10.2M | 189,365 | -705-0.37% | Reduce |
| Piedmont Capital Management, LLC/NC |
| 6.11% | 6.51% | #6 | $10.0M | 172,917 | $9.8M | 177,715 | -4,798-2.70% | Reduce |
| Janney Montgomery Scott LLC |
| 0.02% | 0.03% | #85 | $10.0M | 172,485 | $11.2M | 204,337 | -31,852-15.59% | Reduce |
| Financial Management, Inc. |
| 7.51% | — | #3 | $9.2M | 158,281 | $0 | 0 | +158,281 | New Buy |
| Keystone Financial Services, LLC |
| 5.33% | 5.55% | #7 | $8.9M | 153,341 | $8.3M | 150,313 | +3,028+2.01% | Add |
| KPP Advisory Services LLC |
| 1.06% | 0.71% | #16 | $8.4M | 144,941 | $4.9M | 88,493 | +56,448+63.79% | Add |
| NewEdge Advisors, LLC |
| 0.02% | 0.03% | #71 | $8.4M | 144,650 | $6.9M | 126,264 | +18,386+14.56% | Add |
| Atria Investments, Inc |
| 0.08% | 0.01% | #46 | $8.1M | 140,448 | $1.3M | 23,494 | +116,954+497.80% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.02% | 0.03% | #86 | $7.9M | 136,743 | $13.2M | 240,505 | -103,762-43.14% | Reduce |
| Integrity Financial Corp /WA |
| 3.4% | 4.35% | #11 | $7.1M | 122,116 | $8.7M | 159,272 | -37,156-23.33% | Reduce |
| Algorithmic Investment Models, LLC |
| 7.57% | 7.39% | #2 | $6.5M | 113,052 | $6.0M | 109,070 | +3,982+3.65% | Add |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.07% | 0.08% | #51 | $6.2M | 107,328 | $6.6M | 119,885 | -12,557-10.47% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #156 | $6.1M | 105,582 | $6.1M | 113,435 | -7,853-6.92% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #117 | $6.1M | 105,951 | $5.9M | 108,303 | -2,352-2.17% | Reduce |
| &PARTNERS |
| 0.02% | 0.03% | #73 | $6.0M | 103,113 | $5.2M | 94,290 | +8,823+9.36% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.01% | 0.01% | #113 | $5.6M | 96,994 | $5.2M | 94,450 | +2,544+2.69% | Add |
| Advisory Services Network, LLC |
| 0.06% | 0.06% | #57 | $5.0M | 86,788 | $4.5M | 81,243 | +5,545+6.83% | Add |
| Thomasville National Bank |
| 0.27% | — | #28 | $4.9M | 85,166 | $0 | 0 | +85,166 | New Buy |
| Family Capital Management, Inc. |
| 1.84% | 1.98% | #13 | $4.8M | 82,223 | $4.5M | 81,169 | +1,054+1.30% | Add |
| IFP Advisors, Inc |
| 0.09% | 0.09% | #45 | $4.7M | 81,614 | $4.3M | 79,088 | +2,526+3.19% | Add |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #100 | $4.2M | 72,570 | $3.6M | 64,952 | +7,618+11.73% | Add |
| IAG Wealth Partners, LLC |
| 0.36% | 0.4% | #25 | $3.6M | 63,055 | $3.5M | 64,530 | -1,475-2.29% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #158 | $3.6M | 61,352 | $1.2M | 22,252 | +39,100+175.71% | Add |
| Intrua Financial, LLC |
| 0.3% | 0.28% | #27 | $3.3M | 57,245 | $2.7M | 49,295 | +7,950+16.13% | Add |
| VICUS CAPITAL |
| 0.21% | 0.24% | #29 | $3.3M | 56,988 | $3.2M | 58,914 | -1,926-3.27% | Reduce |
| HRT FINANCIAL LP |
| 0.01% | — | #125 | $3.3M | 56,625 | $0 | 0 | +56,625 | New Buy |
