| ALLIANCEBERNSTEIN L.P. |
| 0.04% | 0.04% | #108 | $133.0M | 3.1M | $137.3M | 3.2M | -62,012-1.95% | Reduce |
| Penserra Capital Management LLC |
| 0.56% | 0.76% | #23 | $73.3M | 1.6M | $65.1M | 1.5M | +82,833+5.44% | Add |
| OSAIC HOLDINGS, INC. |
| 0.05% | 0.05% | #103 | $42.4M | 928,265 | $33.8M | 791,757 | +136,508+17.24% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.03% | 0.03% | #122 | $23.4M | 511,719 | $25.0M | 584,905 | -73,186-12.51% | Reduce |
| Focus Partners Wealth |
| 0.02% | 0.02% | #135 | $22.7M | 498,072 | $21.9M | 513,280 | -15,208-2.96% | Reduce |
| Cresset Asset Management, LLC |
| 0.07% | 0.08% | #91 | $20.1M | 439,838 | $19.1M | 447,176 | -7,338-1.64% | Reduce |
| BLAIR WILLIAM & CO/IL |
| 0.04% | 0.05% | #109 | $17.2M | 377,754 | $17.3M | 404,463 | -26,709-6.60% | Reduce |
| Kestra Advisory Services, LLC |
| 0.05% | 0.07% | #102 | $16.3M | 356,698 | $17.4M | 408,091 | -51,393-12.59% | Reduce |
| HighTower Advisors, LLC |
| 0.01% | 0.02% | #147 | $15.3M | 336,281 | $17.3M | 404,439 | -68,158-16.85% | Reduce |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #156 | $13.0M | 285,739 | $13.6M | 318,614 | -32,875-10.32% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #191 | $12.9M | 282,430 | $13.1M | 307,062 | -24,632-8.02% | Reduce |
| Creative Planning |
| 0.01% | 0.01% | #177 | $12.1M | 264,560 | $11.5M | 270,134 | -5,574-2.06% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #196 | $11.6M | 254,548 | $10.8M | 253,724 | +824+0.32% | Add |
| SageView Advisory Group, LLC |
| 0.35% | — | #37 | $10.7M | 233,712 | $0 | 0 | +233,712 | New Buy |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #198 | $9.8M | 215,694 | $9.4M | 220,358 | -4,664-2.12% | Reduce |
| Ascent Wealth Partners, LLC |
| 0.96% | 1.18% | #13 | $9.6M | 210,214 | $10.2M | 238,579 | -28,365-11.89% | Reduce |
| Concurrent Investment Advisors, LLC |
| 0.08% | 0.07% | #87 | $9.4M | 206,911 | $6.3M | 147,105 | +59,806+40.66% | Add |
| Beacon Pointe Advisors, LLC |
| 0.04% | 0.04% | #115 | $8.8M | 191,998 | $8.2M | 191,832 | +166+0.09% | Add |
| TRUIST FINANCIAL CORP |
| 0.01% | 0.01% | #163 | $8.2M | 180,690 | $9.8M | 228,563 | -47,873-20.95% | Reduce |
| Rothschild Wealth LLC |
| 0.62% | 0.68% | #21 | $7.8M | 170,627 | $7.5M | 176,212 | -5,585-3.17% | Reduce |
| Composition Wealth, LLC |
| 0.09% | 0.1% | #82 | $7.3M | 159,083 | $7.0M | 164,790 | -5,707-3.46% | Reduce |
| CoreCap Advisors, LLC |
| 0.2% | 0.22% | #52 | $6.8M | 148,465 | $6.5M | 151,264 | -2,799-1.85% | Reduce |
| Cerity Partners LLC |
| 0.01% | 0.01% | #172 | $6.4M | 139,971 | $7.0M | 163,483 | -23,512-14.38% | Reduce |
| GILL CAPITAL PARTNERS, LLC |
| 1.81% | 1.71% | #2 | $6.4M | 139,320 | $6.0M | 139,320 | 00.00% | Unchanged |
| Brookstone Capital Management |
| 0.06% | 0.08% | #98 | $6.3M | 138,876 | $7.3M | 170,207 | -31,331-18.41% | Reduce |
| McAlister, Sweet & Associates, Inc. |
| 3.01% | 3.29% | #1 | $5.6M | 123,580 | $5.3M | 123,704 | -124-0.10% | Reduce |
| Diligent Investors, LLC |
| 1.22% | 1.27% | #5 | $5.5M | 119,596 | $5.1M | 119,913 | -317-0.26% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #204 | $5.0M | 108,475 | $1.3M | 30,286 | +78,189+258.17% | Add |
| Atria Investments, Inc |
| 0.05% | 0.03% | #106 | $4.8M | 104,514 | $2.3M | 54,309 | +50,205+92.44% | Add |
| Mariner, LLC |
| <0.01% | <0.01% | #187 | $4.7M | 103,816 | $3.3M | 78,300 | +25,516+32.59% | Add |
| Capital Investment Advisory Services, LLC |
| 0.29% | 0.32% | #45 | $4.6M | 101,541 | $4.4M | 102,649 | -1,108-1.08% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #164 | $4.2M | 92,363 | $4.1M | 95,922 | -3,559-3.71% | Reduce |
| Bellwether Advisors, LLC |
| 0.57% | 0.61% | #22 | $3.9M | 84,532 | $3.6M | 84,532 | 00.00% | Unchanged |
| Southland Equity Partners LLC |
| 0.66% | 0.71% | #19 | $3.8M | 82,461 | $3.6M | 85,042 | -2,581-3.03% | Reduce |
| Keating Financial Advisory Services, Inc. |
| 0.48% | 0.56% | #28 | $3.7M | 80,659 | $3.4M | 80,478 | +181+0.22% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.01% | 0.01% | #185 | $3.6M | 77,886 | $3.3M | 78,059 | -173-0.22% | Reduce |
| Lineweaver Wealth Advisors, LLC |
| 0.4% | 0.43% | #33 | $3.4M | 74,853 | $3.2M | 74,853 | 00.00% | Unchanged |
| OneDigital Investment Advisors LLC |
| 0.03% | 0.03% | #124 | $3.4M | 74,535 | $3.4M | 78,555 | -4,020-5.12% | Reduce |
| Janney Montgomery Scott LLC |
| 0.01% | 0.01% | #183 | $3.3M | 73,089 | $3.1M | 72,558 | +531+0.73% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #181 | $3.2M | 70,685 | $2.1M | 48,523 | +22,162+45.67% | Add |
| KFG WEALTH MANAGEMENT, LLC |
| 0.36% | 0.43% | #36 | $3.2M | 69,241 | $3.3M | 77,187 | -7,946-10.29% | Reduce |
| Trek Financial, LLC |
| 0.14% | 0.18% | #66 | $3.1M | 67,503 | $3.5M | 80,886 | -13,383-16.55% | Reduce |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ |
| 0.42% | 0.46% | #31 | $3.0M | 65,824 | $2.9M | 66,951 | -1,127-1.68% | Reduce |
| Advisory Alpha, LLC |
| 0.07% | 0.27% | #94 | $2.9M | 63,105 | $9.9M | 230,925 | -167,820-72.67% | Reduce |
| Cassady Wealth & Retirement Planning, LLC |
| 1.32% | 1.35% | #3 | $2.8M | 62,298 | $2.8M | 62,339 | -41-0.07% | Reduce |
| Keystone Wealth Services, LLC |
| 0.51% | 0.58% | #26 | $2.7M | 60,091 | $2.7M | 63,833 | -3,742-5.86% | Reduce |
| CRA Financial Services, LLC |
| 0.32% | 0.35% | #40 | $2.7M | 59,910 | $2.7M | 63,546 | -3,636-5.72% | Reduce |
| YARGER WEALTH STRATEGIES, LLC |
| 0.96% | 1.02% | #12 | $2.7M | 58,602 | $2.5M | 59,202 | -600-1.01% | Reduce |
| MAI Capital Management |
| 0.01% | 0.02% | #162 | $2.7M | 58,698 | $3.1M | 72,036 | -13,338-18.52% | Reduce |
| Chris Bulman Inc |
| 0.95% | 1.07% | #14 | $2.6M | 56,987 | $2.5M | 57,414 | -427-0.74% | Reduce |
