| ALLIANCEBERNSTEIN L.P. |
| 0.05% | 0.05% | #99 | $150.8M | 3.8M | $154.2M | 3.8M | -25,674-0.68% | Reduce |
| Penserra Capital Management LLC |
| 0.57% | 0.77% | #22 | $73.6M | 1.7M | $65.3M | 1.6M | +80,370+4.94% | Add |
| OSAIC HOLDINGS, INC. |
| 0.06% | 0.07% | #94 | $53.1M | 1.2M | $45.5M | 1.1M | +99,496+8.78% | Add |
| Brookstone Capital Management |
| 0.35% | 0.41% | #32 | $34.8M | 807,115 | $36.2M | 902,110 | -94,995-10.53% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.03% | 0.03% | #127 | $21.4M | 497,247 | $23.3M | 580,198 | -82,951-14.30% | Reduce |
| Focus Partners Wealth |
| 0.02% | 0.02% | #139 | $19.4M | 450,307 | $18.9M | 472,199 | -21,892-4.64% | Reduce |
| Americana Partners, LLC |
| 0.32% | 0.14% | #34 | $14.4M | 334,853 | $5.3M | 131,428 | +203,425+154.78% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #189 | $13.8M | 321,563 | $13.6M | 340,372 | -18,809-5.53% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #194 | $13.8M | 321,366 | $13.0M | 324,499 | -3,133-0.97% | Reduce |
| Kestra Advisory Services, LLC |
| 0.04% | 0.05% | #110 | $12.7M | 294,514 | $13.4M | 334,764 | -40,250-12.02% | Reduce |
| Integrity Advisory Solutions, LLC |
| 1.25% | 1.29% | #5 | $12.1M | 281,987 | $9.7M | 243,038 | +38,949+16.03% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #164 | $11.2M | 260,956 | $11.0M | 275,252 | -14,296-5.19% | Reduce |
| BLAIR WILLIAM & CO/IL |
| 0.03% | 0.03% | #128 | $10.2M | 236,401 | $9.9M | 246,692 | -10,291-4.17% | Reduce |
| Beacon Pointe Advisors, LLC |
| 0.04% | 0.06% | #106 | $9.6M | 223,105 | $10.4M | 260,251 | -37,146-14.27% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #199 | $9.5M | 220,288 | $9.5M | 236,737 | -16,449-6.95% | Reduce |
| Cassady Wealth & Retirement Planning, LLC |
| 3.86% | 3.93% | #1 | $8.3M | 192,620 | $8.1M | 192,620 | 00.00% | Unchanged |
| HighTower Advisors, LLC |
| 0.01% | 0.01% | #177 | $7.2M | 167,184 | $6.5M | 161,902 | +5,282+3.26% | Add |
| Southland Equity Partners LLC |
| 1.2% | 1.26% | #6 | $6.8M | 158,521 | $6.5M | 161,134 | -2,613-1.62% | Reduce |
| CoreCap Advisors, LLC |
| 0.19% | 0.21% | #49 | $6.6M | 153,233 | $6.3M | 156,646 | -3,413-2.18% | Reduce |
| World Investment Advisors |
| 0.1% | 0.1% | #77 | $6.4M | 158,463 | $6.4M | 159,203 | -740-0.46% | Reduce |
| Cornerstone Wealth, LLC/TN |
| 2.85% | 3.04% | #2 | $5.6M | 130,051 | $5.4M | 128,563 | +1,488+1.16% | Add |
| Advisory Alpha, LLC |
| 0.13% | 0.12% | #71 | $5.1M | 118,670 | $4.5M | 111,910 | +6,760+6.04% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #156 | $5.0M | 116,203 | $4.8M | 120,788 | -4,585-3.80% | Reduce |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #167 | $4.7M | 109,156 | $3.5M | 87,705 | +21,451+24.46% | Add |
| BCS Wealth Management |
| 0.84% | 0.94% | #15 | $4.7M | 108,358 | $4.6M | 114,488 | -6,130-5.35% | Reduce |
| Weaver Consulting Group |
| 0.91% | 0.99% | #13 | $4.5M | 103,597 | $4.2M | 103,506 | +91+0.09% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.04% | 0.04% | #111 | $4.3M | 100,492 | $4.0M | 100,189 | +303+0.30% | Add |
| Keating Financial Advisory Services, Inc. |
| 0.52% | 0.6% | #23 | $4.0M | 92,080 | $3.7M | 92,694 | -614-0.66% | Reduce |
| Castle Rock Wealth Management, LLC |
| 0.77% | 0.84% | #18 | $3.9M | 90,613 | $3.9M | 95,869 | -5,256-5.48% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | 0.01% | #180 | $3.7M | 84,661 | $3.3M | 82,720 | +1,941+2.35% | Add |
| MTM FINANCIAL GROUP, LLC |
| 1.56% | 1.6% | #4 | $3.6M | 84,345 | $3.4M | 85,161 | -816-0.96% | Reduce |
| Diligent Investors, LLC |
| 0.77% | 0.76% | #17 | $3.5M | 80,460 | $3.1M | 76,420 | +4,040+5.29% | Add |
| GILL CAPITAL PARTNERS, LLC |
| 0.94% | 0.88% | #12 | $3.3M | 76,430 | $3.1M | 76,430 | 00.00% | Unchanged |
| Cerity Partners LLC |
| <0.01% | <0.01% | #187 | $3.3M | 75,616 | $2.5M | 62,783 | +12,833+20.44% | Add |
| Ascent Wealth Partners, LLC |
| 0.32% | 0.41% | #35 | $3.2M | 75,016 | $3.6M | 88,781 | -13,765-15.50% | Reduce |
| AE Wealth Management LLC |
| 0.01% | 0.02% | #147 | $3.2M | 74,407 | $3.0M | 75,768 | -1,361-1.80% | Reduce |
| YARGER WEALTH STRATEGIES, LLC |
| 1.14% | 1.24% | #7 | $3.2M | 73,605 | $3.1M | 76,609 | -3,004-3.92% | Reduce |
| Advisory Services Network, LLC |
| 0.04% | 0.04% | #117 | $3.2M | 73,847 | $3.0M | 75,198 | -1,351-1.80% | Reduce |
| Chris Bulman Inc |
| 1.1% | 1.25% | #9 | $3.0M | 70,185 | $2.9M | 71,175 | -990-1.39% | Reduce |
| Janney Montgomery Scott LLC |
| 0.01% | 0.01% | #182 | $3.0M | 69,189 | $2.5M | 63,054 | +6,135+9.73% | Add |
| MAI Capital Management |
| 0.01% | 0.01% | #160 | $2.8M | 65,779 | $2.4M | 59,166 | +6,613+11.18% | Add |
| KFG WEALTH MANAGEMENT, LLC |
| 0.32% | 0.33% | #36 | $2.8M | 64,990 | $2.6M | 63,841 | +1,149+1.80% | Add |
| Forvis Mazars Wealth Advisors, LLC |
| 0.05% | 0.05% | #103 | $2.7M | 62,656 | $2.5M | 62,888 | -232-0.37% | Reduce |
| Bellwether Advisors, LLC |
| 0.38% | 0.55% | #29 | $2.6M | 59,530 | $3.2M | 80,854 | -21,324-26.37% | Reduce |
| Blue Water Asset Management |
| 0.82% | 0.86% | #16 | $2.5M | 58,772 | $2.5M | 62,171 | -3,399-5.47% | Reduce |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
| 0.12% | 0.12% | #72 | $2.5M | 58,364 | $2.4M | 58,972 | -608-1.03% | Reduce |
| Tradition Wealth Management, LLC |
| 0.15% | 0.17% | #64 | $2.5M | 57,691 | $2.4M | 58,738 | -1,047-1.78% | Reduce |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #196 | $2.5M | 56,936 | $2.2M | 55,986 | +950+1.70% | Add |
| OneDigital Investment Advisors LLC |
| 0.02% | 0.02% | #138 | $2.4M | 56,777 | $2.5M | 61,840 | -5,063-8.19% | Reduce |
| RIVERCHASE WEALTH MANAGEMENT, LLC |
| 1.12% | 1.16% | #8 | $2.4M | 55,663 | $2.2M | 55,663 | 00.00% | Unchanged |
