| FMR LLC |
| 0.01% | 0.01% | #92 | $239.1M | 2.5M | $184.5M | 1.9M | +575,120+29.87% | Add |
| Advocacy Wealth Management, LLC |
| 4.56% | 4.58% | #2 | $103.6M | 1.1M | $103.6M | 1.1M | 00.00% | Unchanged |
| LPL Financial LLC |
| 0.02% | 0.03% | #86 | $71.3M | 745,492 | $97.2M | 1.0M | -268,810-26.50% | Reduce |
| WELLS FARGO & COMPANY/MN |
| 0.01% | 0.01% | #96 | $54.5M | 570,273 | $49.5M | 516,318 | +53,955+10.45% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #129 | $42.2M | 441,550 | $40.6M | 423,799 | +17,751+4.19% | Add |
| TD Capital Management LLC |
| 3.44% | 3.76% | #6 | $42.1M | 440,019 | $41.8M | 436,032 | +3,987+0.91% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #135 | $37.7M | 394,513 | $31.3M | 325,876 | +68,637+21.06% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.56% | 0.6% | #19 | $35.4M | 370,534 | $32.9M | 343,728 | +26,806+7.80% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #143 | $31.7M | 331,094 | $27.2M | 284,605 | +46,489+16.33% | Add |
| KELLY FINANCIAL GROUP LLC |
| 3.51% | 6.81% | #5 | $28.6M | 299,442 | $27.1M | 282,777 | +16,665+5.89% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #110 | $25.0M | 261,567 | $39.5M | 412,233 | -150,666-36.55% | Reduce |
| O'Connor Financial Group LLC |
| 6.86% | 9.07% | #1 | $19.4M | 202,851 | $22.2M | 231,339 | -28,488-12.31% | Reduce |
| Beacon Capital Management, Inc. |
| 1.13% | 1.04% | #13 | $18.6M | 194,710 | $18.5M | 193,122 | +1,588+0.82% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #131 | $16.1M | 168,892 | $15.6M | 163,216 | +5,676+3.48% | Add |
| OneDigital Investment Advisors LLC |
| 0.13% | 0.13% | #42 | $14.9M | 156,063 | $13.6M | 142,202 | +13,861+9.75% | Add |
| HighTower Advisors, LLC |
| 0.01% | 0.01% | #91 | $12.8M | 133,806 | $13.1M | 136,275 | -2,469-1.81% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.02% | 0.02% | #80 | $11.9M | 125,367 | $10.1M | 105,698 | +19,669+18.61% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #149 | $9.9M | 103,432 | $10.5M | 109,158 | -5,726-5.25% | Reduce |
| Visionary Wealth Advisors |
| 0.35% | 0.38% | #26 | $8.9M | 92,607 | $8.6M | 89,424 | +3,183+3.56% | Add |
| Gateway Wealth Partners, LLC |
| 0.52% | 0.66% | #22 | $8.6M | 90,411 | $16.9M | 176,020 | -85,609-48.64% | Reduce |
| EXCHANGE TRADED CONCEPTS, LLC |
| 0.04% | 0.05% | #67 | $8.5M | 88,719 | $7.6M | 79,785 | +8,934+11.20% | Add |
| Treasure Coast Financial Planning |
| 4.01% | 3.98% | #3 | $8.2M | 85,945 | $7.7M | 80,743 | +5,202+6.44% | Add |
| VALLEY NATIONAL ADVISERS INC |
| 0.85% | 0.78% | #14 | $7.7M | 80,061 | $6.1M | 63,217 | +16,844+26.64% | Add |
| Dynamic Advisor Solutions LLC |
| 0.21% | 0.21% | #35 | $7.4M | 77,855 | $6.7M | 70,161 | +7,694+10.97% | Add |
| CarsonAllaria Wealth Management, Ltd. |
| 3.08% | 3.16% | #7 | $7.1M | 74,416 | $6.4M | 66,815 | +7,601+11.38% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.02% | #108 | $6.8M | 70,672 | $15.2M | 158,558 | -87,886-55.43% | Reduce |
| Modera Wealth Management, LLC |
| 0.07% | — | #54 | $6.6M | 69,406 | $0 | 0 | +69,406 | New Buy |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #141 | $6.6M | 69,119 | $6.5M | 68,264 | +855+1.25% | Add |
| HOWLAND CAPITAL MANAGEMENT LLC |
| 0.22% | 0.27% | #33 | $6.1M | 64,250 | $6.8M | 70,446 | -6,196-8.80% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #128 | $5.4M | 56,901 | $5.2M | 54,772 | +2,129+3.89% | Add |
| Essex Financial Services, Inc. |
| 0.26% | 0.29% | #30 | $5.3M | 55,256 | $5.1M | 53,040 | +2,216+4.18% | Add |
| Atria Investments, Inc |
| 0.05% | 0.13% | #58 | $5.2M | 54,610 | $11.7M | 122,359 | -67,749-55.37% | Reduce |
| MAIMON WEALTH MANAGEMENT LTD. |
| 3.85% | 3.8% | #4 | $5.1M | 53,530 | $4.1M | 42,640 | +10,890+25.54% | Add |
| Beckerman Institutional, LLC |
| 2.43% | 2.74% | #8 | $5.1M | 53,496 | $5.2M | 53,867 | -371-0.69% | Reduce |
| BROWN ADVISORY INC |
| 0.01% | 0.03% | #99 | $5.0M | 52,476 | $15.9M | 166,274 | -113,798-68.44% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #112 | $4.9M | 50,887 | $5.2M | 54,012 | -3,125-5.79% | Reduce |
| Wealth Advisors of Iowa, LLC |
| 1.3% | 1.47% | #10 | $4.8M | 50,339 | $4.8M | 49,576 | +763+1.54% | Add |
| SkyOak Wealth, LLC |
| 0.76% | 0.84% | #15 | $4.7M | 48,707 | $4.6M | 47,985 | +722+1.50% | Add |
| Legacy Capital Group California, Inc. |
| 1.35% | 1.59% | #9 | $4.5M | 46,974 | $4.2M | 43,493 | +3,481+8.00% | Add |
| Mariner, LLC |
| <0.01% | 0.01% | #122 | $4.0M | 41,427 | $10.9M | 114,227 | -72,800-63.73% | Reduce |
| IFP Advisors, Inc |
| 0.07% | 0.08% | #55 | $3.9M | 40,800 | $4.1M | 42,764 | -1,964-4.59% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #116 | $3.7M | 38,352 | $3.5M | 36,997 | +1,355+3.66% | Add |
| CreativeOne Wealth, LLC |
| 0.07% | 0.08% | #53 | $3.4M | 35,140 | $3.4M | 35,292 | -152-0.43% | Reduce |
| SAGE RHINO CAPITAL LLC |
| 0.54% | 0.53% | #20 | $3.3M | 34,947 | $2.8M | 29,679 | +5,268+17.75% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #150 | $2.9M | 29,942 | $2.3M | 24,383 | +5,559+22.80% | Add |
| Barnes Wealth Management Group, Inc |
| 1.28% | 1.41% | #11 | $2.8M | 28,953 | $2.8M | 29,017 | -64-0.22% | Reduce |
| NewEdge Advisors, LLC |
| 0.01% | 0.01% | #97 | $2.7M | 28,193 | $2.9M | 30,609 | -2,416-7.89% | Reduce |
| RFG Advisory, LLC |
| 0.04% | 0.03% | #66 | $2.5M | 26,457 | $1.6M | 16,478 | +9,979+60.56% | Add |
| Farther Finance Advisors, LLC |
| 0.02% | 0.02% | #81 | $2.5M | 26,063 | $2.4M | 24,721 | +1,342+5.43% | Add |
| Family Investment Center, Inc. |
| 0.41% | 0.48% | #23 | $2.4M | 25,588 | $2.5M | 25,814 | -226-0.88% | Reduce |
