| LPL Financial LLC |
| 0.06% | 0.05% | #60 | $255.4M | 4.1M | $188.5M | 3.5M | +651,591+18.65% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #112 | $87.3M | 1.4M | $72.6M | 1.3M | +71,055+5.28% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.25% | 0.21% | #27 | $49.5M | 803,310 | $41.5M | 768,556 | +34,754+4.52% | Add |
| IAG Wealth Partners, LLC |
| 3.1% | 3.14% | #4 | $31.3M | 508,870 | $28.2M | 522,211 | -13,341-2.55% | Reduce |
| Corient Private Wealth LLC |
| 0.02% | <0.01% | #87 | $23.2M | 377,397 | $1.0M | 19,388 | +358,009+1,846.55% | Add |
| SEGALL BRYANT & HAMILL, LLC |
| 0.27% | 0.29% | #25 | $22.5M | 365,095 | $20.0M | 369,906 | -4,811-1.30% | Reduce |
| Foguth Wealth Management, LLC. |
| 2.54% | 2.27% | #10 | $22.4M | 352,106 | $19.5M | 315,645 | +36,461+11.55% | Add |
| Aptus Capital Advisors, LLC |
| 0.14% | 0.13% | #38 | $19.8M | 320,755 | $16.6M | 307,611 | +13,144+4.27% | Add |
| Sunburst Financial Group, LLC |
| 3.17% | 3.01% | #3 | $19.5M | 317,289 | $16.3M | 302,545 | +14,744+4.87% | Add |
| San Luis Wealth Advisors LLC |
| 2.87% | 2.75% | #6 | $19.1M | 309,592 | $16.6M | 307,912 | +1,680+0.55% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.02% | #85 | $15.9M | 258,898 | $13.4M | 248,750 | +10,148+4.08% | Add |
| Aspire Capital Advisors LLC |
| 3.07% | 2.98% | #5 | $15.8M | 256,195 | $13.2M | 245,446 | +10,749+4.38% | Add |
| Welch Financial Planning, LLC |
| 8.42% | 8.98% | #1 | $14.4M | 234,487 | $12.5M | 231,557 | +2,930+1.27% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.03% | #95 | $14.3M | 231,857 | $30.0M | 555,621 | -323,764-58.27% | Reduce |
| Advisors Capital Management, LLC |
| 0.12% | 0.12% | #40 | $11.5M | 186,523 | $10.3M | 190,615 | -4,092-2.15% | Reduce |
| ABSOLUTE CAPITAL MANAGEMENT, LLC |
| 2.83% | 3.31% | #7 | $11.4M | 184,304 | $10.0M | 184,716 | -412-0.22% | Reduce |
| Cresset Asset Management, LLC |
| 0.04% | 0.04% | #65 | $11.1M | 180,353 | $9.5M | 175,548 | +4,805+2.74% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #145 | $9.6M | 155,471 | $3.0M | 56,479 | +98,992+175.27% | Add |
| Kestra Advisory Services, LLC |
| 0.03% | 0.06% | #70 | $9.0M | 146,129 | $15.3M | 283,952 | -137,823-48.54% | Reduce |
| Farther Finance Advisors, LLC |
| 0.07% | 0.09% | #58 | $8.4M | 136,359 | $9.2M | 170,782 | -34,423-20.16% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #146 | $7.7M | 123,985 | $6.6M | 123,857 | +128+0.10% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #135 | $7.6M | 123,465 | $5.1M | 94,420 | +29,045+30.76% | Add |
| Compass Financial Services Inc |
| 2.79% | 2.69% | #8 | $7.5M | 121,351 | $6.2M | 115,134 | +6,217+5.40% | Add |
| INTEGRITY ALLIANCE, LLC. |
| 0.23% | 0.24% | #28 | $7.3M | 117,737 | $6.3M | 117,418 | +319+0.27% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #130 | $6.8M | 110,438 | $3.5M | 65,080 | +45,358+69.70% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #131 | $6.5M | 106,231 | $3.6M | 67,305 | +38,926+57.84% | Add |
| Cedar Mountain Advisors, LLC |
| 1.11% | 1.1% | #14 | $6.4M | 104,443 | $5.6M | 104,028 | +415+0.40% | Add |
| Breakwater Capital Group |
| 0.74% | 0.74% | #19 | $6.2M | 100,714 | $5.5M | 102,567 | -1,853-1.81% | Reduce |
| TWO SIGMA INVESTMENTS, LP |
| <0.01% | — | #117 | $6.2M | 99,900 | $0 | 0 | +99,900 | New Buy |
| MONEY CONCEPTS CAPITAL CORP |
| 0.27% | 0.28% | #24 | $5.8M | 94,537 | $5.1M | 95,291 | -754-0.79% | Reduce |
| Blake Schutter Theil Wealth Advisors, LLC |
| 3.85% | 3.58% | #2 | $5.7M | 92,469 | $4.4M | 81,320 | +11,149+13.71% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.08% | 0.07% | #50 | $5.2M | 84,559 | $3.8M | 71,089 | +13,470+18.95% | Add |
| Taylor Financial Group, Inc. |
| 2.73% | 2.52% | #9 | $5.0M | 80,488 | $4.2M | 76,990 | +3,498+4.54% | Add |
| Janney Montgomery Scott LLC |
| 0.01% | — | #103 | $4.6M | 75,363 | $0 | 0 | +75,363 | New Buy |
| FLAGSHIP HARBOR ADVISORS, LLC |
| 0.17% | 0.16% | #35 | $4.5M | 73,293 | $3.6M | 66,195 | +7,098+10.72% | Add |
| Prepared Retirement Institute LLC |
| 1.8% | 1.62% | #12 | $4.2M | 68,554 | $3.3M | 60,592 | +7,962+13.14% | Add |
| Henderson Brothers Financial Partners, LLC |
| 1.96% | 1.83% | #11 | $4.1M | 67,200 | $7.2M | 134,276 | -67,076-49.95% | Reduce |
| INDEPENDENT FINANCIAL GROUP, LLC |
| 0.07% | — | #54 | $3.8M | 62,087 | $0 | 0 | +62,087 | New Buy |
| IHT Wealth Management, LLC |
| 0.08% | 0.06% | #52 | $3.7M | 60,330 | $2.6M | 47,538 | +12,792+26.91% | Add |
| Private Advisor Group, LLC |
| 0.02% | <0.01% | #89 | $3.4M | 55,496 | $339,702 | 6,297 | +49,199+781.31% | Add |
| Argent Trust Co |
| 0.1% | 0.1% | #44 | $3.4M | 55,382 | $3.0M | 55,419 | -37-0.07% | Reduce |
| PKS Advisory Services, LLC |
| 0.51% | 0.5% | #20 | $3.2M | 52,371 | $2.1M | 39,551 | +12,820+32.41% | Add |
| Larson Financial Group LLC |
| 0.08% | 0.08% | #49 | $3.1M | 51,004 | $2.6M | 47,330 | +3,674+7.76% | Add |
| Sanctuary Advisors, LLC |
| 0.01% | 0.01% | #92 | $3.1M | 49,855 | $2.7M | 49,862 | -7-0.01% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | 0.01% | #122 | $2.9M | 47,700 | $3.6M | 66,028 | -18,328-27.76% | Reduce |
| PEOPLES BANK /OH |
| 1.34% | 1.05% | #13 | $2.6M | 42,360 | $1.7M | 31,670 | +10,690+33.75% | Add |
| Galvin, Gaustad & Stein, LLC |
| 0.19% | 0.17% | #33 | $2.5M | 41,063 | $2.1M | 39,554 | +1,509+3.82% | Add |
| Western Wealth Management, LLC |
| 0.08% | 0.06% | #51 | $2.5M | 40,284 | $1.7M | 30,986 | +9,298+30.01% | Add |
| PRINCIPAL SECURITIES, INC. |
| 0.03% | — | #71 | $2.4M | 38,545 | $0 | 0 | +38,545 | New Buy |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #115 | $2.2M | 36,088 | $1.4M | 26,778 | +9,310+34.77% | Add |
