| LPL Financial LLC |
| 0.07% | 0.04% | #76 | $321.3M | 3.9M | $139.3M | 2.2M | +1.7M+78.68% | Add |
| MORGAN STANLEY |
| 0.01% | <0.01% | #120 | $151.4M | 1.8M | $74 | 1 | +1.8M+183,387,200.00% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | <0.01% | #122 | $104.9M | 1.3M | $34.9M | 546,192 | +725,084+132.75% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.03% | 0.01% | #100 | $92.6M | 1.1M | $48.4M | 756,958 | +364,687+48.18% | Add |
| Resonant Capital Advisors, LLC |
| 3.12% | 2.64% | #10 | $65.4M | 791,780 | $50.2M | 784,592 | +7,188+0.92% | Add |
| Cetera Investment Advisers |
| 0.05% | 0.04% | #84 | $55.7M | 674,962 | $39.2M | 612,564 | +62,398+10.19% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.11% | 0.09% | #66 | $46.2M | 559,897 | $34.3M | 536,662 | +23,235+4.33% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #119 | $45.0M | 545,252 | $32.1M | 502,133 | +43,119+8.59% | Add |
| LANDAAS & CO /WI /ADV |
| 7.62% | 6.56% | #1 | $41.9M | 507,447 | $29.9M | 467,813 | +39,634+8.47% | Add |
| ELEVATION POINT WEALTH PARTNERS, LLC |
| 0.7% | — | #33 | $37.9M | 458,581 | $0 | 0 | +458,581 | New Buy |
| MML INVESTORS SERVICES, LLC |
| 0.08% | 0.06% | #75 | $36.8M | 446,128 | $21.8M | 341,459 | +104,669+30.65% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.06% | 0.01% | #79 | $36.4M | 446,543 | $5.2M | 80,861 | +365,682+452.24% | Add |
| OSAIC HOLDINGS, INC. |
| 0.04% | 0.03% | #90 | $34.2M | 414,235 | $22.4M | 350,588 | +63,647+18.15% | Add |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| 1.58% | 0.22% | #20 | $33.3M | 403,015 | $3.6M | 56,717 | +346,298+610.57% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.52% | 0.4% | #38 | $32.9M | 398,187 | $22.1M | 344,709 | +53,478+15.51% | Add |
| INDEPENDENT FINANCIAL GROUP, LLC |
| 0.58% | — | #35 | $30.9M | 374,524 | $0 | 0 | +374,524 | New Buy |
| Equitable Holdings, Inc. |
| 0.17% | 0.09% | #59 | $28.2M | 341,897 | $13.6M | 199,842 | +142,055+71.08% | Add |
| Capital Analysts, LLC |
| 0.64% | 0.31% | #34 | $27.7M | 335,370 | $10.8M | 158,511 | +176,859+111.58% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.01% | 0.01% | #113 | $26.9M | 325,453 | $14.1M | 220,429 | +105,024+47.65% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.03% | 0.03% | #94 | $26.6M | 322,337 | $19.0M | 297,012 | +25,325+8.53% | Add |
| ARQ WEALTH ADVISORS, LLC |
| 3.07% | 2.9% | #12 | $24.8M | 311,203 | $16.1M | 251,100 | +60,103+23.94% | Add |
| STIFEL FINANCIAL CORP |
| 0.02% | 0.01% | #108 | $22.2M | 268,505 | $15.1M | 236,134 | +32,371+13.71% | Add |
| Insight Wealth Strategies, LLC |
| 2.04% | — | #17 | $20.9M | 255,947 | $0 | 0 | +255,947 | New Buy |
| Planned Solutions, Inc. |
| 5.75% | 5.04% | #5 | $20.1M | 243,037 | $15.4M | 240,831 | +2,206+0.92% | Add |
| PARK NATIONAL CORP /OH/ |
| 0.7% | 0.6% | #32 | $19.7M | 307,640 | $19.7M | 308,082 | -442-0.14% | Reduce |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC |
| 2.29% | 2.22% | #14 | $17.5M | 212,535 | $14.4M | 224,439 | -11,904-5.30% | Reduce |
| SAXON INTERESTS, INC. |
| 4.44% | — | #6 | $16.1M | 194,568 | $0 | 0 | +194,568 | New Buy |
| D'Orazio & Associates, Inc. |
| 1.79% | 1.32% | #18 | $15.5M | 187,575 | $10.2M | 158,950 | +28,625+18.01% | Add |
| Carr Financial Group Corp |
| 3.52% | 3.21% | #8 | $15.3M | 184,986 | $12.2M | 190,058 | -5,072-2.67% | Reduce |
| HighTower Advisors, LLC |
| 0.01% | 0.01% | #114 | $13.5M | 164,064 | $10.8M | 169,050 | -4,986-2.95% | Reduce |
| VALLEY NATIONAL ADVISERS INC |
| 1.47% | 1.34% | #21 | $13.3M | 160,609 | $10.4M | 161,992 | -1,383-0.85% | Reduce |
| Embree Financial Group |
| 1.31% | — | #23 | $13.1M | 158,151 | $0 | 0 | +158,151 | New Buy |
| Certified Advisory Corp |
| 1.01% | 0.77% | #26 | $12.5M | 151,403 | $8.5M | 133,439 | +17,964+13.46% | Add |
| Olde Wealth Management, LLC |
| 3.36% | 3.06% | #9 | $11.9M | 143,651 | $9.7M | 151,137 | -7,486-4.95% | Reduce |
| CGN Advisors LLC |
| 0.86% | 0.56% | #29 | $11.7M | 141,881 | $7.1M | 111,356 | +30,525+27.41% | Add |
| Bauman Advisory Group, LLC |
| 6.11% | — | #4 | $11.5M | 139,714 | $0 | 0 | +139,714 | New Buy |
| TRUIST FINANCIAL CORP |
| 0.01% | 0.01% | #117 | $10.4M | 126,294 | $3.8M | 58,937 | +67,357+114.29% | Add |
| Base Wealth Management LLC |
| 4.38% | — | #7 | $9.4M | 114,188 | $0 | 0 | +114,188 | New Buy |
| PRINCIPAL SECURITIES, INC. |
| 0.11% | 0.1% | #64 | $9.4M | 113,680 | $6.6M | 102,971 | +10,709+10.40% | Add |
| Lakeshore Capital Group, Inc. |
| 6.83% | 5.68% | #2 | $9.2M | 111,760 | $7.0M | 108,795 | +2,965+2.73% | Add |
| Milestones Private Investment Advisors LLC |
| 6.52% | 3.41% | #3 | $8.2M | 99,259 | $3.9M | 60,571 | +38,688+63.87% | Add |
| GW HENSSLER & ASSOCIATES LTD |
| 0.36% | 0.3% | #44 | $8.2M | 99,178 | $6.4M | 99,535 | -357-0.36% | Reduce |
| Key Client Fiduciary Advisors, LLC |
| 2.2% | 0.23% | #15 | $7.6M | 92,535 | $679,361 | 10,620 | +81,915+771.33% | Add |
| FIRST TRUST ADVISORS LP |
| <0.01% | <0.01% | #130 | $6.3M | 76,464 | $4.8M | 75,795 | +669+0.88% | Add |
| OPTIMA CAPITAL LLC |
| 2.39% | 1.7% | #13 | $6.0M | 73,227 | $3.7M | 57,125 | +16,102+28.19% | Add |
| Kestra Advisory Services, LLC |
| 0.02% | 0.02% | #107 | $5.9M | 71,243 | $4.1M | 63,437 | +7,806+12.31% | Add |
| UPTICK PARTNERS, LLC |
| 0.89% | 0.65% | #28 | $5.8M | 69,655 | $3.3M | 51,119 | +18,536+36.26% | Add |
| Stratos Wealth Advisors, LLC |
| 0.31% | 0.27% | #46 | $5.7M | 68,507 | $4.4M | 69,177 | -670-0.97% | Reduce |
| Marshall & Sterling Wealth Advisors Inc. |
| 3.12% | 2.91% | #11 | $5.3M | 63,815 | $4.4M | 69,517 | -5,702-8.20% | Reduce |
| Merit Financial Group, LLC |
| 0.03% | 0.03% | #95 | $5.2M | 62,663 | $3.9M | 61,153 | +1,510+2.47% | Add |
