| Hartford Funds Management Co LLC |
| 37.02% | 37.97% | #1 | $462.7M | 13.7M | $437.2M | 13.0M | +757,553+5.85% | Add |
| BANK OF MONTREAL /CAN/ |
| 0.11% | 0.11% | #38 | $333.8M | 9.9M | $292.3M | 8.7M | +1.2M+14.21% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.05% | 0.05% | #54 | $91.0M | 2.7M | $82.3M | 2.4M | +259,189+10.62% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #82 | $70.7M | 2.1M | $66.9M | 2.0M | +113,789+5.74% | Add |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.08% | 0.03% | #44 | $54.1M | 1.6M | $17.5M | 517,585 | +1.1M+209.62% | Add |
| EVOLVE PRIVATE WEALTH, LLC |
| 3.12% | 2.55% | #8 | $51.1M | 1.5M | $47.8M | 1.4M | +92,428+6.53% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #72 | $48.7M | 1.4M | $41.3M | 1.2M | +219,519+17.94% | Add |
| Mountain Capital Investment Advisors Inc. |
| 6.31% | 6.23% | #3 | $44.6M | 1.3M | $42.0M | 1.2M | +87,428+7.08% | Add |
| UBS Group AG |
| 0.01% | 0.01% | #78 | $40.8M | 1.2M | $40.6M | 1.2M | +7,646+0.64% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.06% | 0.08% | #47 | $38.0M | 1.1M | $38.4M | 1.1M | -3,624-0.32% | Reduce |
| HB Wealth Management, LLC |
| 0.2% | 0.26% | #36 | $36.4M | 1.1M | $40.8M | 1.2M | -132,197-10.92% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #73 | $35.2M | 1.0M | $36.2M | 1.1M | -31,419-2.93% | Reduce |
| HOWARD FINANCIAL SERVICES, LTD. |
| 3.42% | 3.75% | #7 | $34.3M | 1.0M | $33.3M | 988,036 | +28,214+2.86% | Add |
| Berger Financial Group, Inc |
| 1.69% | 1.68% | #17 | $33.0M | 978,480 | $30.1M | 891,872 | +86,608+9.71% | Add |
| Fragasso Financial Advisors Inc |
| 1.7% | 1.87% | #16 | $31.9M | 945,414 | $31.0M | 915,182 | +30,232+3.30% | Add |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC |
| 4.16% | 5.23% | #4 | $31.8M | 943,797 | $33.9M | 1.0M | -61,198-6.09% | Reduce |
| HighTower Advisors, LLC |
| 0.03% | 0.04% | #60 | $30.6M | 908,214 | $33.2M | 984,886 | -76,672-7.78% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| 0.01% | 0.01% | #71 | $28.9M | 850,737 | $25.2M | 749,789 | +100,948+13.46% | Add |
| CATALYST FINANCIAL PARTNERS LLC |
| 2.51% | 2.83% | #11 | $25.3M | 750,389 | $24.0M | 711,398 | +38,991+5.48% | Add |
| National Philanthropic Trust |
| 0.35% | — | #33 | $24.4M | 722,126 | $0 | 0 | +722,126 | New Buy |
| Spire Wealth Management |
| 0.73% | 0.82% | #25 | $24.1M | 713,501 | $24.1M | 714,369 | -868-0.12% | Reduce |
| Great Point Wealth Advisors, LLC |
| 3.75% | 4.09% | #6 | $23.2M | 687,937 | $22.1M | 655,906 | +32,031+4.88% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.03% | 0.03% | #61 | $21.4M | 634,309 | $21.1M | 624,347 | +9,962+1.60% | Add |
| Brio Consultants, LLC |
| 2.09% | 2.17% | #14 | $17.8M | 528,257 | $17.8M | 527,184 | +1,073+0.20% | Add |
| ATTICUS WEALTH MANAGEMENT, LLC |
| 4.08% | 4.34% | #5 | $17.1M | 507,709 | $16.0M | 474,703 | +33,006+6.95% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #105 | $17.0M | 503,037 | $16.2M | 480,303 | +22,734+4.73% | Add |
| Rehmann Capital Advisory Group |
| 0.86% | 0.86% | #24 | $16.6M | 490,715 | $16.6M | 490,715 | 00.00% | Unchanged |
| OSAIC HOLDINGS, INC. |
| 0.02% | 0.02% | #64 | $15.3M | 454,329 | $12.8M | 378,155 | +76,174+20.14% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #94 | $14.9M | 441,964 | $14.4M | 425,398 | +16,566+3.89% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.02% | 0.03% | #63 | $14.6M | 431,689 | $19.8M | 586,460 | -154,771-26.39% | Reduce |
| CONDOR CAPITAL MANAGEMENT |
| 1.07% | 1.14% | #20 | $14.2M | 421,983 | $13.6M | 404,044 | +17,939+4.44% | Add |
| PRAIRIEVIEW WEALTH PARTNERS, LLC |
| 10% | 9.7% | #2 | $13.4M | 396,778 | $11.8M | 350,787 | +45,991+13.11% | Add |
| WCG Wealth Advisors LLC |
| 0.31% | 0.36% | #34 | $13.2M | 392,209 | $13.0M | 385,079 | +7,130+1.85% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.06% | 0.05% | #48 | $12.2M | 360,246 | $10.0M | 297,008 | +63,238+21.29% | Add |
| Bensler, LLC |
| 0.87% | 1.13% | #22 | $9.9M | 292,610 | $11.0M | 325,805 | -33,195-10.19% | Reduce |
| Private Advisor Group, LLC |
| 0.04% | 0.04% | #56 | $9.6M | 283,260 | $9.3M | 274,250 | +9,010+3.29% | Add |
| Integrated Wealth Concepts LLC |
| 0.05% | 0.07% | #55 | $9.2M | 273,029 | $8.6M | 254,044 | +18,985+7.47% | Add |
| Sanchez Wealth Management Group |
| 1.54% | 1.79% | #18 | $8.8M | 259,710 | $8.3M | 245,787 | +13,923+5.66% | Add |
| PRIVATE CLIENT SERVICES, LLC |
| 2.2% | 2.51% | #13 | $8.4M | 248,705 | $8.4M | 248,696 | +9+0.00% | Add |
| Sanctuary Advisors, LLC |
| 0.04% | 0.04% | #57 | $8.2M | 242,117 | $7.7M | 226,986 | +15,131+6.67% | Add |
| IRON Financial LLC |
| 2.7% | 3.63% | #10 | $6.5M | 194,088 | $8.3M | 246,151 | -52,063-21.15% | Reduce |
| Apella Capital, LLC |
| 0.09% | 0.08% | #43 | $6.2M | 183,718 | $5.7M | 165,606 | +18,112+10.94% | Add |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #80 | $6.0M | 178,470 | $6.0M | 178,964 | -494-0.28% | Reduce |
| Integrity Financial Corp /WA |
| 2.78% | 2.61% | #9 | $5.8M | 171,669 | $5.2M | 154,918 | +16,751+10.81% | Add |
| Strid Group, LLC |
| 0.61% | 0.66% | #27 | $5.5M | 163,558 | $5.4M | 158,708 | +4,850+3.06% | Add |
| MBE Wealth Management, LLC |
| 1.93% | 1.29% | #15 | $5.5M | 162,492 | $3.1M | 91,880 | +70,612+76.85% | Add |
| Freedom Financial Partners LLC |
| 1.53% | 1.66% | #19 | $4.7M | 138,907 | $4.7M | 138,396 | +511+0.37% | Add |
| United Advisor Group, LLC |
| 0.49% | 0.56% | #29 | $4.7M | 138,512 | $4.5M | 134,552 | +3,960+2.94% | Add |
| CFO4Life Group, LLC |
| 0.56% | 0.64% | #28 | $4.2M | 123,973 | $4.2M | 124,353 | -380-0.31% | Reduce |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #87 | $3.9M | 115,905 | $3.2M | 94,107 | +21,798+23.16% | Add |
