| EXCHANGE TRADED CONCEPTS, LLC |
| 0.3% | 0.35% | #15 | $66.3M | 639,665 | $49.3M | 548,477 | +91,188+16.63% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.01% | 0.01% | #88 | $52.4M | 505,474 | $45.5M | 506,881 | -1,407-0.28% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #128 | $50.8M | 489,774 | $50.0M | 541,452 | -51,678-9.54% | Reduce |
| LPL Financial LLC |
| 0.01% | 0.01% | #104 | $26.3M | 253,615 | $22.4M | 249,260 | +4,355+1.75% | Add |
| Cetera Investment Advisers |
| 0.02% | 0.02% | #65 | $22.0M | 212,389 | $19.6M | 218,649 | -6,260-2.86% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #154 | $17.8M | 172,960 | $15.2M | 174,034 | -1,074-0.62% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.03% | 0.03% | #57 | $17.2M | 164,364 | $15.3M | 168,688 | -4,324-2.56% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.02% | 0.02% | #66 | $16.4M | 158,577 | $13.6M | 151,818 | +6,759+4.45% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.02% | #69 | $12.0M | 116,110 | $10.8M | 120,674 | -4,564-3.78% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #162 | $11.7M | 112,434 | $10.3M | 114,117 | -1,683-1.47% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #136 | $10.6M | 102,560 | $10.6M | 117,728 | -15,168-12.88% | Reduce |
| Wealth Forward, LLC |
| 5.2% | 5.06% | #2 | $10.4M | 100,803 | $9.0M | 99,857 | +946+0.95% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #143 | $10.1M | 97,681 | $8.8M | 97,944 | -263-0.27% | Reduce |
| Corient Private Wealth LLC |
| 0.01% | 0.01% | #95 | $10.0M | 96,395 | $8.6M | 95,912 | +483+0.50% | Add |
| Center for Wealth Management Advisory |
| 6.1% | 6.05% | #1 | $9.7M | 93,790 | $8.4M | 93,439 | +351+0.38% | Add |
| Gladstone Institutional Advisory LLC |
| 0.26% | 0.28% | #18 | $8.2M | 79,144 | $7.5M | 83,274 | -4,130-4.96% | Reduce |
| Merit Financial Group, LLC |
| 0.05% | 0.05% | #46 | $8.0M | 77,566 | $6.6M | 73,142 | +4,424+6.05% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #145 | $7.8M | 75,485 | $7.5M | 83,037 | -7,552-9.09% | Reduce |
| MERCER GLOBAL ADVISORS INC /ADV |
| 0.01% | 0.01% | #93 | $6.5M | 63,048 | $5.7M | 63,337 | -289-0.46% | Reduce |
| Commonwealth Financial Services, LLC |
| 0.64% | 0.63% | #10 | $4.8M | 46,297 | $4.0M | 44,255 | +2,042+4.61% | Add |
| Crestwood Advisors Group, LLC |
| 0.06% | 0.06% | #40 | $4.4M | 41,992 | $3.8M | 42,290 | -298-0.70% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #149 | $4.3M | 41,277 | $3.5M | 38,607 | +2,670+6.92% | Add |
| Brand Asset Management Group, Inc. |
| 0.89% | 0.92% | #5 | $4.0M | 39,027 | $3.5M | 39,160 | -133-0.34% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #156 | $4.0M | 38,757 | $3.5M | 39,083 | -326-0.83% | Reduce |
| WIN ADVISORS, INC |
| 1.42% | 6.8% | #3 | $4.0M | 38,468 | $14.9M | 165,387 | -126,919-76.74% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #174 | $3.9M | 37,752 | $2.6M | 29,389 | +8,363+28.46% | Add |
| INDEPENDENT FINANCIAL GROUP, LLC |
| 0.07% | 0.14% | #39 | $3.6M | 34,961 | $1.6M | 31,696 | +3,265+10.30% | Add |
| Global Retirement Partners, LLC |
| 0.05% | — | #44 | $3.5M | 33,892 | $0 | 0 | +33,892 | New Buy |
| Creative Planning |
| <0.01% | <0.01% | #133 | $3.4M | 32,548 | $725,873 | 8,078 | +24,470+302.92% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #135 | $3.2M | 30,610 | $2.6M | 29,035 | +1,575+5.42% | Add |
| Financial Engines Advisors L.L.C. |
| 0.01% | 0.01% | #106 | $3.1M | 29,839 | $2.5M | 28,139 | +1,700+6.04% | Add |
| Modern Wealth Management, LLC |
| 0.04% | 0.04% | #50 | $3.1M | 29,519 | $2.6M | 28,645 | +874+3.05% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #99 | $3.0M | 28,746 | $4.5M | 50,314 | -21,568-42.87% | Reduce |
| J.W. COLE ADVISORS, INC. |
| 0.05% | — | #45 | $2.9M | 28,072 | $0 | 0 | +28,072 | New Buy |
| BlackRock, Inc. |
| <0.01% | — | #188 | $2.7M | 26,085 | $0 | 0 | +26,085 | New Buy |
| FMR LLC |
| <0.01% | <0.01% | #182 | $2.7M | 25,628 | $2.2M | 24,703 | +925+3.74% | Add |
| Cerity Partners LLC |
| <0.01% | <0.01% | #126 | $2.6M | 25,314 | $2.1M | 23,564 | +1,750+7.43% | Add |
| MML INVESTORS SERVICES, LLC |
| <0.01% | 0.01% | #111 | $2.4M | 23,139 | $2.0M | 21,813 | +1,326+6.08% | Add |
| American Trust |
| 0.15% | 0.14% | #23 | $2.0M | 19,065 | $1.6M | 17,801 | +1,264+7.10% | Add |
| Arkadios Wealth Advisors |
| 0.03% | 0.02% | #59 | $1.7M | 16,648 | $1.5M | 16,819 | -171-1.02% | Reduce |
| JIM SAULNIER & ASSOCIATES, LLC |
| 0.68% | 1.53% | #7 | $1.7M | 16,217 | $3.1M | 35,015 | -18,798-53.69% | Reduce |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC |
| 0.98% | 1.04% | #4 | $1.6M | 15,795 | $1.6M | 17,515 | -1,720-9.82% | Reduce |
| Councilor Wealth, LLC |
| 0.65% | 0.67% | #9 | $1.6M | 15,465 | $1.4M | 15,465 | 00.00% | Unchanged |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #139 | $1.6M | 15,221 | $1.4M | 15,221 | 00.00% | Unchanged |
| NATIXIS ADVISORS, LLC |
| <0.01% | <0.01% | #138 | $1.4M | 13,120 | $1.2M | 13,123 | -3-0.02% | Reduce |
| Private Advisor Group, LLC |
| 0.01% | 0.01% | #103 | $1.3M | 12,974 | $1.4M | 16,076 | -3,102-19.30% | Reduce |
| MONEY CONCEPTS CAPITAL CORP |
| 0.06% | 0.08% | #43 | $1.3M | 12,699 | $1.4M | 15,197 | -2,498-16.44% | Reduce |
| Bawa N Mallick Trust |
| 0.42% | 0.46% | #11 | $1.3M | 12,400 | $1.1M | 12,400 | 00.00% | Unchanged |
| Liberty Capital Management, Inc. |
| 0.22% | — | #19 | $1.3M | 12,260 | $0 | 0 | +12,260 | New Buy |
| Wealth Management Associates, Inc. |
| 0.35% | 0.38% | #13 | $1.3M | 12,213 | $1.1M | 12,234 | -21-0.17% | Reduce |
