| HighTower Advisors, LLC |
| 0.15% | 0.17% | #31 | $156.7M | 1.6M | $160.8M | 1.9M | -304,883-15.82% | Reduce |
| UBS Group AG |
| 0.02% | 0.02% | #88 | $132.8M | 1.4M | $113.8M | 1.4M | +10,430+0.76% | Add |
| MORGAN STANLEY |
| 0.01% | 0.01% | #119 | $114.5M | 1.2M | $105.8M | 1.3M | -87,938-6.91% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #94 | $49.1M | 508,246 | $47.5M | 569,148 | -60,902-10.70% | Reduce |
| LPL Financial LLC |
| 0.01% | 0.01% | #103 | $45.8M | 474,114 | $37.2M | 445,448 | +28,666+6.44% | Add |
| MEANS INVESTMENT CO., INC. |
| 2.97% | 3.14% | #5 | $39.3M | 407,204 | $36.1M | 432,405 | -25,201-5.83% | Reduce |
| Aptus Capital Advisors, LLC |
| 0.16% | 0.15% | #29 | $23.5M | 243,185 | $18.5M | 222,148 | +21,037+9.47% | Add |
| Cetera Investment Advisers |
| 0.02% | 0.02% | #82 | $23.4M | 242,800 | $20.1M | 240,763 | +2,037+0.85% | Add |
| Sunburst Financial Group, LLC |
| 3.78% | 3.39% | #3 | $23.3M | 241,685 | $18.4M | 220,648 | +21,037+9.53% | Add |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| 0.98% | 0.95% | #9 | $20.6M | 213,786 | $15.6M | 186,408 | +27,378+14.69% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #137 | $19.7M | 203,536 | $17.6M | 211,454 | -7,918-3.74% | Reduce |
| Stratos Wealth Partners, LTD. |
| 0.2% | 0.18% | #24 | $19.7M | 203,531 | $15.7M | 187,984 | +15,547+8.27% | Add |
| Steele Capital Management, Inc. |
| 0.69% | 0.66% | #11 | $18.7M | 193,311 | $16.0M | 191,542 | +1,769+0.92% | Add |
| Matrix Trust Co |
| 2.68% | 2.63% | #6 | $18.5M | 191,562 | $15.8M | 189,793 | +1,769+0.93% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.02% | #80 | $17.7M | 183,052 | $14.7M | 175,656 | +7,396+4.21% | Add |
| Northwest Wealth Advisors, LLC |
| 9.06% | 8.53% | #2 | $15.8M | 163,319 | $11.9M | 143,117 | +20,202+14.12% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #139 | $14.8M | 153,511 | $12.5M | 149,314 | +4,197+2.81% | Add |
| Fortitude Financial, LLC |
| 13.01% | 8.06% | #1 | $14.5M | 149,902 | $15.2M | 182,541 | -32,639-17.88% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.02% | 0.01% | #89 | $14.3M | 147,937 | $10.0M | 119,402 | +28,535+23.90% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.02% | 0.02% | #75 | $11.6M | 119,628 | $8.2M | 98,151 | +21,477+21.88% | Add |
| Kestra Advisory Services, LLC |
| 0.04% | 0.04% | #62 | $11.4M | 117,549 | $9.8M | 117,073 | +476+0.41% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #166 | $10.5M | 109,011 | $9.5M | 113,351 | -4,340-3.83% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.02% | 0.02% | #78 | $9.8M | 101,462 | $8.0M | 95,505 | +5,957+6.24% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #158 | $9.4M | 97,209 | $8.7M | 104,467 | -7,258-6.95% | Reduce |
| Farther Finance Advisors, LLC |
| 0.07% | 0.09% | #49 | $8.3M | 86,445 | $9.6M | 114,271 | -27,826-24.35% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #153 | $7.9M | 81,961 | $6.8M | 81,101 | +860+1.06% | Add |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #120 | $7.1M | 73,517 | $6.1M | 72,642 | +875+1.20% | Add |
| Carnegie Investment Counsel |
| 0.13% | 0.1% | #34 | $6.6M | 68,570 | $5.0M | 60,331 | +8,239+13.66% | Add |
| PACIFIC FINANCIAL GROUP INC |
| 3.05% | 3% | #4 | $6.4M | 65,814 | $5.6M | 66,732 | -918-1.38% | Reduce |
| YARGER WEALTH STRATEGIES, LLC |
| 2.26% | 2.18% | #7 | $6.3M | 64,819 | $5.4M | 65,051 | -232-0.36% | Reduce |
| Bedel Financial Consulting, Inc. |
| 0.58% | 0.56% | #12 | $6.2M | 63,707 | $5.0M | 59,645 | +4,062+6.81% | Add |
| Gladstone Institutional Advisory LLC |
| 0.18% | 0.2% | #25 | $5.8M | 60,135 | $5.3M | 63,430 | -3,295-5.19% | Reduce |
| Summit Financial, LLC |
| 0.06% | 0.05% | #52 | $5.2M | 53,774 | $4.1M | 49,360 | +4,414+8.94% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| 0.01% | 0.01% | #121 | $4.7M | 48,817 | $4.3M | 51,885 | -3,068-5.91% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #146 | $4.2M | 43,762 | $3.7M | 44,273 | -511-1.15% | Reduce |
| Equitable Holdings, Inc. |
| 0.02% | 0.02% | #74 | $4.0M | 41,534 | $3.4M | 41,024 | +510+1.24% | Add |
| Goldstein Advisors, LLC |
| 0.34% | 0.35% | #16 | $3.7M | 38,426 | $3.2M | 37,786 | +640+1.69% | Add |
| Brand Asset Management Group, Inc. |
| 0.75% | 0.77% | #10 | $3.4M | 34,967 | $3.0M | 35,698 | -731-2.05% | Reduce |
| United Advisor Group, LLC |
| 0.33% | 0.32% | #18 | $3.1M | 32,306 | $2.6M | 30,739 | +1,567+5.10% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #181 | $2.9M | 30,404 | $258,633 | 3,100 | +27,304+880.77% | Add |
| Sowell Financial Services LLC |
| 0.1% | 0.11% | #43 | $2.9M | 30,300 | $3.0M | 35,985 | -5,685-15.80% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #187 | $2.9M | 30,193 | $2.3M | 28,038 | +2,155+7.69% | Add |
| Merit Financial Group, LLC |
| 0.02% | 0.02% | #87 | $2.8M | 29,159 | $2.3M | 27,772 | +1,387+4.99% | Add |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #138 | $2.6M | 26,829 | $2.3M | 27,167 | -338-1.24% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #163 | $2.5M | 26,399 | $1.6M | 19,444 | +6,955+35.77% | Add |
| Ameritas Investment Partners, Inc. |
| 0.07% | 0.03% | #48 | $2.5M | 25,670 | $1.1M | 13,466 | +12,204+90.63% | Add |
| Cerity Partners LLC |
| <0.01% | <0.01% | #140 | $2.3M | 23,765 | $2.1M | 24,979 | -1,214-4.86% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #134 | $2.2M | 22,412 | $1.9M | 22,563 | -151-0.67% | Reduce |
| HARBOUR INVESTMENTS, INC. |
| 0.03% | 0.01% | #68 | $2.1M | 21,493 | $362,861 | 4,349 | +17,144+394.21% | Add |
| Pitti Group Wealth Management, LLC |
| 1.26% | 1.2% | #8 | $1.7M | 17,876 | $1.5M | 17,674 | +202+1.14% | Add |
