| RITHOLTZ WEALTH MANAGEMENT |
| 2.75% | 2.42% | #4 | $184.0M | 737,643 | $139.4M | 707,199 | +30,444+4.30% | Add |
| Strategic Financial Services, Inc. |
| 2.99% | 2.68% | #3 | $68.3M | 273,656 | $56.3M | 285,538 | -11,882-4.16% | Reduce |
| LPL Financial LLC |
| 0.01% | 0.01% | #116 | $42.8M | 171,600 | $29.9M | 151,875 | +19,725+12.99% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.65% | 0.58% | #25 | $41.2M | 165,303 | $31.7M | 160,647 | +4,656+2.90% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #110 | $39.2M | 156,997 | $29.6M | 150,035 | +6,962+4.64% | Add |
| DAVIDSON INVESTMENT ADVISORS |
| 1.59% | 1.31% | #12 | $39.0M | 156,341 | $30.3M | 153,518 | +2,823+1.84% | Add |
| ANDERSON HOAGLAND & CO |
| 2.15% | 1.94% | #7 | $27.4M | 109,865 | $22.5M | 114,226 | -4,361-3.82% | Reduce |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
| 0.38% | 0.37% | #31 | $26.0M | 104,019 | $21.5M | 109,211 | -5,192-4.75% | Reduce |
| Cetera Investment Advisers |
| 0.02% | 0.02% | #84 | $24.9M | 99,597 | $14.9M | 75,468 | +24,129+31.97% | Add |
| Systelligence, LLC |
| 3.9% | 3.95% | #2 | $23.3M | 93,485 | $20.3M | 103,048 | -9,563-9.28% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #138 | $21.0M | 84,133 | $18.1M | 91,848 | -7,715-8.40% | Reduce |
| TWO SIGMA INVESTMENTS, LP |
| 0.01% | — | #102 | $16.4M | 65,700 | $0 | 0 | +65,700 | New Buy |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #165 | $15.2M | 61,024 | $6.6M | 33,399 | +27,625+82.71% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.04% | 0.02% | #76 | $15.2M | 60,770 | $8.7M | 44,177 | +16,593+37.56% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #156 | $14.4M | 57,661 | $8.5M | 43,329 | +14,332+33.08% | Add |
| WIN ADVISORS, INC |
| 4.76% | 5.01% | #1 | $13.4M | 53,521 | $10.9M | 55,549 | -2,028-3.65% | Reduce |
| Financial Partners Group, Inc |
| 1.35% | 1.24% | #16 | $13.3M | 53,315 | $10.4M | 52,775 | +540+1.02% | Add |
| CABOT WEALTH MANAGEMENT INC |
| 1.28% | 2.66% | #17 | $12.5M | 50,284 | $23.2M | 117,522 | -67,238-57.21% | Reduce |
| Armbruster Capital Management, Inc. |
| 1.77% | 1.6% | #10 | $11.9M | 47,516 | $9.8M | 49,616 | -2,100-4.23% | Reduce |
| &PARTNERS |
| 0.04% | 0.04% | #73 | $10.2M | 40,952 | $7.8M | 39,411 | +1,541+3.91% | Add |
| NewEdge Advisors, LLC |
| 0.03% | 0.03% | #78 | $10.2M | 40,946 | $7.4M | 37,473 | +3,473+9.27% | Add |
| OPPENHEIMER & CO INC |
| 0.11% | — | #55 | $10.1M | 40,457 | $0 | 0 | +40,457 | New Buy |
| Mariner, LLC |
| 0.01% | <0.01% | #112 | $9.8M | 39,420 | $2.7M | 13,470 | +25,950+192.65% | Add |
| BUILDER INVESTMENT GROUP INC /ADV |
| 1.67% | 0.51% | #11 | $8.4M | 33,690 | $2.3M | 11,918 | +21,772+182.68% | Add |
| Hobart Private Capital, LLC |
| 1.38% | 1.24% | #15 | $8.1M | 32,338 | $6.3M | 32,046 | +292+0.91% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #162 | $8.1M | 32,297 | $4.1M | 20,818 | +11,479+55.14% | Add |
| Private Advisor Group, LLC |
| 0.04% | 0.03% | #75 | $7.9M | 31,630 | $5.9M | 30,167 | +1,463+4.85% | Add |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.01% | — | #103 | $7.6M | 30,305 | $0 | 0 | +30,305 | New Buy |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #118 | $7.5M | 29,870 | $4.7M | 23,844 | +6,026+25.27% | Add |
| LINCOLN CAPITAL CORP |
| 2.15% | 1.87% | #6 | $6.6M | 26,571 | $5.1M | 25,711 | +860+3.34% | Add |
| Financial Freedom, LLC |
| 2.42% | 1.89% | #5 | $5.3M | 21,091 | $3.8M | 19,229 | +1,862+9.68% | Add |
| Merit Financial Group, LLC |
| 0.03% | 0.04% | #77 | $5.2M | 21,013 | $5.2M | 26,556 | -5,543-20.87% | Reduce |
| Betterment LLC |
| 0.01% | 0.01% | #120 | $5.2M | 20,695 | $4.1M | 20,581 | +114+0.55% | Add |
| Stratos Wealth Advisors, LLC |
| 0.27% | 0.33% | #36 | $4.9M | 19,571 | $5.4M | 27,371 | -7,800-28.50% | Reduce |
| UMB Bank, n.a. |
| 0.06% | 0.05% | #68 | $4.8M | 19,356 | $3.8M | 19,478 | -122-0.63% | Reduce |
| Kestra Advisory Services, LLC |
| 0.02% | 0.01% | #93 | $4.8M | 19,270 | $2.7M | 13,691 | +5,579+40.75% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | <0.01% | #130 | $4.7M | 18,876 | $3.2M | 16,073 | +2,803+17.44% | Add |
| WEDBUSH SECURITIES INC |
| 0.11% | 0.08% | #54 | $4.5M | 17,873 | $2.8M | 14,144 | +3,729+26.36% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #175 | $4.5M | 17,846 | $0 | 0 | +17,846 | New Buy |
| Wilkins Miller Wealth Management, LLC |
| 2.03% | 1.7% | #8 | $3.7M | 14,800 | $2.8M | 14,242 | +558+3.92% | Add |
| Fortis Group Advisors, LLC |
| 0.59% | — | #29 | $3.7M | 14,722 | $0 | 0 | +14,722 | New Buy |
| Redhawk Wealth Advisors, Inc. |
| 0.32% | 0.48% | #33 | $3.2M | 12,853 | $4.3M | 22,012 | -9,159-41.61% | Reduce |
| Compass Ion Advisors, LLC |
| 0.26% | 0.19% | #38 | $3.0M | 12,170 | $2.0M | 10,368 | +1,802+17.38% | Add |
| Nova R Wealth, Inc. |
| 0.87% | 0.76% | #22 | $3.0M | 11,920 | $2.4M | 12,037 | -117-0.97% | Reduce |
| Farther Finance Advisors, LLC |
| 0.02% | 0.03% | #85 | $2.8M | 11,147 | $3.0M | 14,773 | -3,626-24.54% | Reduce |
| IEQ CAPITAL, LLC |
| 0.01% | 0.01% | #101 | $2.8M | 11,116 | $2.0M | 10,086 | +1,030+10.21% | Add |
| Archford Capital Strategies, LLC |
| 0.26% | 0.21% | #37 | $2.6M | 10,409 | $1.8M | 9,204 | +1,205+13.09% | Add |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #135 | $2.6M | 10,341 | $2.0M | 10,163 | +178+1.75% | Add |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
| 0.08% | 0.13% | #64 | $2.4M | 9,783 | $1.9M | 9,348 | +435+4.65% | Add |
| Aspect Partners, LLC |
| 0.87% | 0.79% | #21 | $2.3M | 9,331 | $1.9M | 9,823 | -492-5.01% | Reduce |
