| Aptus Capital Advisors, LLC |
| 1.25% | 1.41% | #21 | $182.6M | 8.9M | $180.1M | 8.7M | +154,961+1.77% | Add |
| MORGAN STANLEY |
| 0.01% | 0.01% | #123 | $120.3M | 5.9M | $83.5M | 4.0M | +1.9M+46.57% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.03% | 0.03% | #94 | $99.5M | 4.9M | $91.4M | 4.4M | +410,948+9.25% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.01% | 0.01% | #118 | $55.8M | 2.7M | $67.0M | 3.3M | -530,873-16.32% | Reduce |
| Atlantic Union Bankshares Corp |
| 0.88% | 0.82% | #27 | $52.9M | 2.6M | $42.7M | 2.1M | +504,532+24.34% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #114 | $49.4M | 2.4M | $47.3M | 2.3M | +108,701+4.73% | Add |
| UBS Group AG |
| 0.01% | 0.01% | #126 | $43.4M | 2.1M | $41.9M | 2.0M | +83,183+4.09% | Add |
| Invesco Ltd. |
| <0.01% | 0.01% | #142 | $39.8M | 1.9M | $34.4M | 1.7M | +265,381+15.86% | Add |
| HENGEHOLD CAPITAL MANAGEMENT LLC |
| 3.03% | 3.41% | #5 | $39.1M | 1.9M | $39.1M | 1.9M | +5,581+0.29% | Add |
| MONECO ADVISORS, LLC |
| 1.48% | 1.69% | #16 | $24.2M | 1.2M | $21.8M | 1.1M | +122,856+11.63% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #143 | $21.1M | 1.0M | $20.5M | 994,559 | +32,110+3.23% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | 0.01% | #131 | $20.8M | 1.0M | $19.2M | 931,945 | +83,664+8.98% | Add |
| Motley Fool Wealth Management, LLC |
| 1.97% | 1.97% | #10 | $17.5M | 847,636 | $17.5M | 847,636 | 00.00% | Unchanged |
| Baird Financial Group, Inc. |
| 0.02% | 0.03% | #96 | $17.1M | 835,672 | $16.1M | 781,137 | +54,535+6.98% | Add |
| Capital Investment Counsel, LLC |
| 2.01% | 2.04% | #9 | $16.2M | 791,608 | $14.9M | 722,194 | +69,414+9.61% | Add |
| FORONJY FINANCIAL LLC |
| 5.58% | 5.98% | #2 | $15.2M | 739,990 | $14.4M | 698,863 | +41,127+5.88% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #154 | $14.7M | 718,889 | $14.2M | 690,831 | +28,058+4.06% | Add |
| Clark Asset Management, LLC |
| 1.12% | 1.07% | #24 | $14.3M | 696,425 | $11.4M | 551,621 | +144,804+26.25% | Add |
| &PARTNERS |
| 0.06% | 0.07% | #77 | $14.2M | 691,058 | $13.9M | 675,667 | +15,391+2.28% | Add |
| Strategic Financial Group, LLC |
| 13.32% | 14.25% | #1 | $13.9M | 678,051 | $13.8M | 672,382 | +5,669+0.84% | Add |
| Legacy Financial Group LLC |
| 1.31% | — | #19 | $11.6M | 567,841 | $0 | 0 | +567,841 | New Buy |
| GILL CAPITAL PARTNERS, LLC |
| 3.27% | 3.31% | #4 | $11.5M | 559,522 | $11.5M | 559,522 | 00.00% | Unchanged |
| COOKSON PEIRCE & CO INC |
| 0.36% | 0.45% | #34 | $11.1M | 539,123 | $10.6M | 514,017 | +25,106+4.88% | Add |
| Sequoia Financial Advisors, LLC |
| 0.05% | 0.1% | #81 | $10.5M | 512,884 | $18.7M | 906,090 | -393,206-43.40% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.02% | #111 | $10.3M | 499,978 | $10.3M | 501,944 | -1,966-0.39% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #134 | $9.9M | 481,288 | $7.7M | 376,045 | +105,243+27.99% | Add |
| MAI Capital Management |
| 0.04% | 0.04% | #91 | $9.7M | 472,071 | $7.8M | 378,647 | +93,424+24.67% | Add |
| Janney Montgomery Scott LLC |
| 0.02% | 0.02% | #100 | $9.6M | 468,056 | $9.4M | 455,494 | +12,562+2.76% | Add |
| Cornerstone Planning, LLC |
| 2.21% | 2.11% | #7 | $9.6M | 465,977 | $9.4M | 453,415 | +12,562+2.77% | Add |
| Apollon Wealth Management, LLC |
| 0.11% | — | #63 | $9.2M | 449,268 | $0 | 0 | +449,268 | New Buy |
| Lido Advisors, LLC |
| 0.02% | 0.03% | #97 | $8.5M | 416,112 | $8.4M | 408,009 | +8,103+1.99% | Add |
| Modern Wealth Management, LLC |
| 0.09% | 0.12% | #65 | $7.9M | 386,808 | $6.9M | 334,383 | +52,425+15.68% | Add |
| Marietta Wealth Management, LLC |
| 0.81% | 0.89% | #30 | $7.9M | 383,058 | $7.5M | 364,437 | +18,621+5.11% | Add |
| Asset Dedication, LLC |
| 0.49% | 0.52% | #31 | $7.8M | 380,309 | $7.4M | 358,319 | +21,990+6.14% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.02% | 0.02% | #104 | $7.5M | 367,639 | $6.2M | 299,487 | +68,152+22.76% | Add |
| TRUIST FINANCIAL CORP |
| 0.01% | <0.01% | #119 | $7.4M | 359,753 | $2.1M | 101,277 | +258,476+255.22% | Add |
| Clearstead Advisors, LLC |
| 0.06% | 0.06% | #76 | $6.2M | 301,004 | $6.0M | 292,485 | +8,519+2.91% | Add |
| Goepper Burkhardt LLC |
| 1.79% | 1.95% | #13 | $5.9M | 290,056 | $5.8M | 283,072 | +6,984+2.47% | Add |
| Decker Wealth Management LLC |
| 1.21% | 1.7% | #22 | $5.7M | 277,896 | $7.5M | 364,900 | -87,004-23.84% | Reduce |
| VISTA INVESTMENT MANAGEMENT |
| 1.62% | 0.89% | #15 | $5.4M | 262,405 | $2.7M | 129,797 | +132,608+102.17% | Add |
| BCS Wealth Management |
| 0.93% | 1.03% | #26 | $5.2M | 251,567 | $5.1M | 245,987 | +5,580+2.27% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #144 | $5.1M | 250,398 | $5.1M | 246,990 | +3,408+1.38% | Add |
| NorthAvenue LLC |
| 3.58% | 3.81% | #3 | $5.0M | 243,608 | $4.8M | 232,795 | +10,813+4.64% | Add |
| STEPHENS INC /AR/ |
| 0.05% | 0.06% | #79 | $4.8M | 234,510 | $4.6M | 223,176 | +11,334+5.08% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #136 | $4.2M | 206,840 | $3.6M | 173,202 | +33,638+19.42% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #158 | $3.9M | 188,157 | $3.6M | 174,894 | +13,263+7.58% | Add |
| Straight Path Wealth Management |
| 0.88% | 0.99% | #28 | $3.8M | 183,072 | $3.7M | 179,532 | +3,540+1.97% | Add |
| Hills Bank & Trust Co |
| 0.16% | — | #51 | $3.7M | 181,433 | $0 | 0 | +181,433 | New Buy |
| Ledgewood Wealth Advisors, LLC |
| 1.83% | 2.25% | #12 | $3.4M | 168,185 | $4.0M | 193,751 | -25,566-13.20% | Reduce |
| Carroll Advisory Group, LLC |
| 1.1% | 1.15% | #25 | $3.3M | 162,721 | $3.0M | 144,208 | +18,513+12.84% | Add |
