| LPL Financial LLC |
| 0.03% | 0.03% | #58 | $144.4M | 4.4M | $122.8M | 4.4M | +15,993+0.36% | Add |
| Corient Private Wealth LLC |
| 0.1% | 0.18% | #41 | $134.5M | 4.1M | $128.7M | 4.6M | -498,121-10.74% | Reduce |
| Grant Street Asset Management, Inc. |
| 14.79% | 12.58% | #2 | $90.3M | 2.8M | $65.3M | 2.4M | +426,766+18.13% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.02% | 0.02% | #62 | $88.4M | 2.7M | $55.2M | 2.0M | +733,360+36.85% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.1% | 0.1% | #43 | $57.6M | 1.7M | $44.6M | 1.6M | +146,257+9.19% | Add |
| AUCTUS ADVISORS LLC |
| 38.64% | 36.13% | #1 | $45.9M | 1.4M | $38.1M | 1.4M | +41,302+3.01% | Add |
| Towneley Capital Management, Inc / DE |
| 7.3% | 6.63% | #3 | $37.2M | 1.1M | $31.7M | 1.1M | +3,726+0.33% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.04% | 0.05% | #53 | $33.7M | 1.0M | $32.6M | 1.2M | -136,928-11.65% | Reduce |
| Leisure Capital Management |
| 5.79% | 4.63% | #4 | $18.6M | 571,337 | $13.2M | 476,775 | +94,562+19.83% | Add |
| Cerity Partners LLC |
| 0.02% | 0.02% | #67 | $15.5M | 476,511 | $12.1M | 437,454 | +39,057+8.93% | Add |
| Pinnacle Financial Partners, Inc. |
| 0.1% | 0.09% | #42 | $14.1M | 435,754 | $11.7M | 422,301 | +13,453+3.19% | Add |
| Golden State Wealth Management, LLC |
| 1.28% | 1.68% | #9 | $14.0M | 431,368 | $15.4M | 554,554 | -123,186-22.21% | Reduce |
| Convergence Financial, LLC |
| 1.04% | 0.62% | #13 | $13.1M | 402,966 | $5.9M | 211,236 | +191,730+90.77% | Add |
| Private Advisor Group, LLC |
| 0.06% | 0.05% | #49 | $12.8M | 395,699 | $11.3M | 408,722 | -13,023-3.19% | Reduce |
| FIFTH THIRD BANCORP |
| 0.02% | 0.02% | #64 | $12.8M | 393,256 | $11.7M | 421,544 | -28,288-6.71% | Reduce |
| Archford Capital Strategies, LLC |
| 1.23% | 1.17% | #10 | $12.2M | 374,455 | $10.2M | 368,637 | +5,818+1.58% | Add |
| Wealthcare Advisory Partners LLC |
| 0.23% | 0.21% | #24 | $12.1M | 371,874 | $10.8M | 389,830 | -17,956-4.61% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #95 | $9.8M | 303,292 | $11.3M | 406,810 | -103,518-25.45% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #72 | $9.7M | 299,450 | $6.3M | 228,030 | +71,420+31.32% | Add |
| Lantz Financial LLC |
| 1.63% | 1.47% | #7 | $8.9M | 274,193 | $7.1M | 257,138 | +17,055+6.63% | Add |
| Kestra Advisory Services, LLC |
| 0.03% | 0.03% | #61 | $7.8M | 241,196 | $7.0M | 253,419 | -12,223-4.82% | Reduce |
| Rockefeller Capital Management L.P. |
| 0.01% | 0.01% | #73 | $7.2M | 222,109 | $3.6M | 128,638 | +93,471+72.66% | Add |
| Proactive Wealth Strategies LLC |
| 1.15% | 1.13% | #12 | $7.2M | 220,794 | $6.0M | 217,364 | +3,430+1.58% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #80 | $6.8M | 208,338 | $5.0M | 178,894 | +29,444+16.46% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #93 | $6.5M | 198,819 | $6.3M | 227,162 | -28,343-12.48% | Reduce |
| Worth Financial Advisory Group, LLC |
| 2.66% | — | #6 | $6.4M | 196,306 | $0 | 0 | +196,306 | New Buy |
| Equitable Holdings, Inc. |
| 0.03% | 0.04% | #57 | $5.6M | 173,750 | $5.9M | 190,963 | -17,213-9.01% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #71 | $5.4M | 164,963 | $4.4M | 159,540 | +5,423+3.40% | Add |
| IHT Wealth Management, LLC |
| 0.11% | 0.1% | #36 | $5.3M | 162,879 | $4.1M | 147,730 | +15,149+10.25% | Add |
| Joel Isaacson & Co., LLC |
| 0.15% | 0.12% | #33 | $5.2M | 161,375 | $3.7M | 134,211 | +27,164+20.24% | Add |
| Ascentis Independent Advisors |
| 0.68% | 0.39% | #16 | $5.1M | 184,254 | $5.1M | 184,254 | 00.00% | Unchanged |
| CARY STREET PARTNERS FINANCIAL LLC |
| 0.11% | 0.1% | #39 | $4.8M | 149,328 | $3.9M | 140,598 | +8,730+6.21% | Add |
| Quantinno Capital Management LP |
| 0.01% | <0.01% | #84 | $4.4M | 134,273 | $1.8M | 66,344 | +67,929+102.39% | Add |
| Birchwood Financial Partners, Inc. |
| 3.39% | 3.22% | #5 | $4.1M | 127,636 | $3.3M | 120,285 | +7,351+6.11% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #98 | $4.1M | 126,336 | $3.9M | 139,990 | -13,654-9.75% | Reduce |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.06% | 0.06% | #47 | $3.8M | 117,024 | $3.4M | 120,886 | -3,862-3.19% | Reduce |
| TRANSCEND CAPITAL ADVISORS, LLC |
| 0.24% | 0.24% | #23 | $3.5M | 109,318 | $3.1M | 110,188 | -870-0.79% | Reduce |
| FINANCIAL MANAGEMENT NETWORK INC |
| 0.46% | 0.58% | #19 | $3.2M | 99,249 | $3.8M | 129,147 | -29,898-23.15% | Reduce |
| ASSOCIATED BANC-CORP |
| 0.07% | 0.06% | #45 | $3.1M | 96,238 | $2.3M | 83,163 | +13,075+15.72% | Add |
| SITTNER & NELSON, LLC |
| 0.98% | 0.89% | #15 | $3.1M | 95,451 | $2.4M | 87,478 | +7,973+9.11% | Add |
| Sanctuary Advisors, LLC |
| 0.01% | 0.01% | #70 | $2.8M | 85,978 | $2.2M | 80,616 | +5,362+6.65% | Add |
| BENJAMIN EDWARDS INC |
| 0.03% | 0.02% | #60 | $2.8M | 85,573 | $2.4M | 84,884 | +689+0.81% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.01% | 0.01% | #68 | $2.7M | 83,171 | $2.4M | 86,363 | -3,192-3.70% | Reduce |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #91 | $2.7M | 81,720 | $2.4M | 86,142 | -4,422-5.13% | Reduce |
| Copper Harbor Investment Advisors, LLC |
| 0.56% | — | #17 | $2.6M | 81,276 | $0 | 0 | +81,276 | New Buy |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #87 | $2.4M | 74,404 | $1.7M | 60,851 | +13,553+22.27% | Add |
| Stratos Wealth Partners, LTD. |
| 0.02% | 0.02% | #63 | $2.3M | 70,784 | $2.0M | 71,428 | -644-0.90% | Reduce |
| Perennial Investment Advisors, LLC |
| 0.15% | 0.17% | #34 | $2.3M | 69,436 | $2.2M | 77,600 | -8,164-10.52% | Reduce |
| Provident Wealth Management, LLC |
| 0.55% | 0.57% | #18 | $2.1M | 65,619 | $1.9M | 67,599 | -1,980-2.93% | Reduce |
| Rose Capital Advisors LLC |
| 1.03% | — | #14 | $2.1M | 63,445 | $0 | 0 | +63,445 | New Buy |
