| LPL Financial LLC |
| 0.04% | 0.04% | #62 | $176.8M | 5.5M | $162.4M | 5.1M | +440,724+8.67% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.02% | 0.02% | #88 | $123.9M | 3.9M | $109.3M | 3.4M | +450,162+13.15% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #156 | $58.5M | 1.8M | $31.8M | 1.1M | +720,778+65.10% | Add |
| UBS Group AG |
| 0.01% | <0.01% | #135 | $46.0M | 1.4M | $32.4M | 1.0M | +425,855+42.01% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #160 | $45.1M | 1.4M | $36.6M | 1.1M | +262,877+22.91% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #109 | $39.3M | 1.2M | $34.0M | 1.1M | +161,111+15.11% | Add |
| FUKOKU MUTUAL LIFE INSURANCE CO |
| 1.98% | 2.22% | #4 | $34.0M | 1.1M | $33.9M | 1.1M | 00.00% | Unchanged |
| AMERIPRISE FINANCIAL INC |
| <0.01% | 0.01% | #140 | $24.2M | 758,558 | $30.5M | 954,395 | -195,837-20.52% | Reduce |
| AE Wealth Management LLC |
| 0.09% | 0.11% | #48 | $19.9M | 622,667 | $20.5M | 642,963 | -20,296-3.16% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #163 | $17.9M | 560,500 | $15.9M | 499,243 | +61,257+12.27% | Add |
| PARK NATIONAL CORP /OH/ |
| 0.62% | 0.53% | #19 | $17.4M | 545,118 | $17.4M | 546,216 | -1,098-0.20% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.02% | #85 | $17.0M | 530,712 | $15.6M | 487,419 | +43,293+8.88% | Add |
| Janney Montgomery Scott LLC |
| 0.03% | 0.04% | #68 | $17.0M | 529,883 | $16.7M | 521,486 | +8,397+1.61% | Add |
| Cetera Investment Advisers |
| 0.02% | 0.01% | #101 | $16.6M | 518,397 | $12.2M | 380,543 | +137,854+36.23% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #152 | $14.9M | 465,842 | $13.2M | 413,257 | +52,585+12.72% | Add |
| Focus Financial Network, Inc. |
| 0.39% | — | #26 | $12.5M | 389,682 | $0 | 0 | +389,682 | New Buy |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #149 | $9.3M | 288,074 | $7.2M | 231,831 | +56,243+24.26% | Add |
| Stonebridge Financial Planning Group, LLC |
| 2.5% | 2.59% | #2 | $7.9M | 245,523 | $7.1M | 221,062 | +24,461+11.07% | Add |
| PNC FINANCIAL SERVICES GROUP, INC. |
| <0.01% | <0.01% | #148 | $7.8M | 245,046 | $7.3M | 227,811 | +17,235+7.57% | Add |
| STIFEL FINANCIAL CORP |
| 0.01% | <0.01% | #136 | $6.5M | 203,506 | $4.6M | 143,458 | +60,048+41.86% | Add |
| IMG Wealth Management, Inc. |
| 3.5% | 3.92% | #1 | $6.3M | 196,254 | $6.1M | 192,604 | +3,650+1.90% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #127 | $5.8M | 180,235 | $4.0M | 124,108 | +56,127+45.22% | Add |
| Oxford Wealth Group, LLC |
| 2.42% | 2.28% | #3 | $5.4M | 169,056 | $4.2M | 130,969 | +38,087+29.08% | Add |
| ForthRight Wealth Management, LLC |
| 1.36% | 1.6% | #6 | $5.3M | 165,594 | $5.6M | 176,356 | -10,762-6.10% | Reduce |
| Triad Wealth Partners, LLC |
| 0.25% | — | #33 | $4.2M | 122,204 | $0 | 0 | +122,204 | New Buy |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #117 | $4.1M | 127,739 | $3.7M | 115,153 | +12,586+10.93% | Add |
| Creekside Partners |
| 1.43% | 1.61% | #5 | $3.9M | 123,044 | $3.9M | 122,248 | +796+0.65% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #166 | $3.8M | 119,529 | $3.7M | 117,122 | +2,407+2.06% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.02% | 0.02% | #91 | $3.5M | 110,391 | $3.6M | 113,473 | -3,082-2.72% | Reduce |
| Lynx Investment Advisory |
| 1.16% | 2.03% | #10 | $3.5M | 110,305 | $4.3M | 133,305 | -23,000-17.25% | Reduce |
| Harvest Investment Services, LLC |
| 0.54% | 0.61% | #21 | $3.5M | 110,055 | $3.4M | 105,273 | +4,782+4.54% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #193 | $3.4M | 107,669 | $2.5M | 77,892 | +29,777+38.23% | Add |
| Compass Financial Services Inc |
| 1.28% | 1.35% | #8 | $3.4M | 107,269 | $3.1M | 97,466 | +9,803+10.06% | Add |
| Trueblood Wealth Management, LLC |
| 1.19% | 1.25% | #9 | $3.4M | 106,896 | $3.2M | 100,398 | +6,498+6.47% | Add |
| FSB PREMIER WEALTH MANAGEMENT, INC. |
| 0.94% | 0.07% | #13 | $3.3M | 104,153 | $226,054 | 7,080 | +97,073+1,371.09% | Add |
| Gateway Wealth Partners, LLC |
| 0.2% | 0.25% | #36 | $3.3M | 102,791 | $6.3M | 198,026 | -95,235-48.09% | Reduce |
| WealthBridge Capital Management, LLC |
| 0.64% | 0.63% | #18 | $3.2M | 100,468 | $2.8M | 86,237 | +14,231+16.50% | Add |
| SMART Wealth LLC |
| 0.69% | 1.05% | #16 | $3.2M | 99,371 | $3.6M | 112,125 | -12,754-11.37% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.02% | 0.02% | #100 | $3.2M | 98,638 | $2.8M | 87,408 | +11,230+12.85% | Add |
| Twelve Points Wealth Management LLC |
| 0.62% | 0.66% | #20 | $3.1M | 96,316 | $3.0M | 93,315 | +3,001+3.22% | Add |
| Hobart Private Capital, LLC |
| 0.53% | 0.57% | #23 | $3.1M | 96,227 | $2.9M | 90,480 | +5,747+6.35% | Add |
| Owen LaRue, LLC |
| 1.04% | 1.63% | #12 | $3.0M | 93,405 | $4.2M | 133,088 | -39,683-29.82% | Reduce |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 0.03% | 0.02% | #75 | $2.8M | 88,198 | $1.8M | 56,293 | +31,905+56.68% | Add |
| BELLEVUE ASSET MANAGEMENT, LLC |
| 1.29% | 1.37% | #7 | $2.8M | 87,167 | $2.7M | 85,457 | +1,710+2.00% | Add |
| Equitable Holdings, Inc. |
| 0.02% | 0.02% | #98 | $2.7M | 84,067 | $2.6M | 87,501 | -3,434-3.92% | Reduce |
| RFG Advisory, LLC |
| 0.04% | 0.01% | #61 | $2.6M | 82,654 | $361,884 | 11,334 | +71,320+629.26% | Add |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #155 | $2.6M | 81,757 | $2.0M | 63,879 | +17,878+27.99% | Add |
| Baird Financial Group, Inc. |
| <0.01% | <0.01% | #150 | $2.6M | 80,887 | $2.5M | 77,223 | +3,664+4.74% | Add |
| &PARTNERS |
| 0.01% | 0.01% | #115 | $2.4M | 75,140 | $1.7M | 54,453 | +20,687+37.99% | Add |
| D.A. DAVIDSON & CO. |
| 0.01% | 0.01% | #103 | $2.2M | 68,629 | $2.1M | 66,723 | +1,906+2.86% | Add |
