| LPL Financial LLC |
| 0.01% | 0.01% | #103 | $60.8M | 1.3M | $48.3M | 1.1M | +260,663+24.40% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #115 | $39.0M | 851,522 | $22.4M | 496,120 | +355,402+71.64% | Add |
| Cardinal Point Capital Management ULC |
| 1.53% | 1.62% | #5 | $27.0M | 589,978 | $26.5M | 585,778 | +4,200+0.72% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.42% | 0.4% | #34 | $26.4M | 576,657 | $22.3M | 492,776 | +83,881+17.02% | Add |
| NewEdge Advisors, LLC |
| 0.06% | 0.07% | #84 | $20.9M | 456,505 | $18.5M | 409,175 | +47,330+11.57% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #150 | $20.1M | 439,710 | $51 | 1 | +439,709+43,970,900.00% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #133 | $15.7M | 342,445 | $11.5M | 254,807 | +87,638+34.39% | Add |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| 0.7% | 0.01% | #22 | $14.6M | 319,021 | $195,711 | 4,333 | +314,688+7,262.59% | Add |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| 0.08% | — | #76 | $14.0M | 306,171 | $0 | 0 | +306,171 | New Buy |
| Focus Partners Wealth |
| 0.01% | 0.01% | #105 | $13.1M | 286,220 | $13.4M | 296,605 | -10,385-3.50% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.01% | #99 | $12.7M | 276,685 | $8.3M | 183,957 | +92,728+50.41% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #100 | $12.2M | 265,862 | $9.6M | 212,607 | +53,255+25.05% | Add |
| GeoWealth Management, LLC |
| 0.3% | 0.26% | #44 | $9.6M | 210,199 | $7.2M | 159,803 | +50,396+31.54% | Add |
| Asio Capital, LLC |
| 1.16% | 1.2% | #7 | $9.1M | 198,403 | $8.5M | 188,799 | +9,604+5.09% | Add |
| CARY STREET PARTNERS FINANCIAL LLC |
| 0.17% | 0.19% | #60 | $7.9M | 173,561 | $7.5M | 165,911 | +7,650+4.61% | Add |
| TRUIST FINANCIAL CORP |
| 0.01% | 0.01% | #114 | $7.8M | 170,345 | $7.8M | 172,917 | -2,572-1.49% | Reduce |
| HighTower Advisors, LLC |
| 0.01% | 0.01% | #121 | $7.2M | 156,671 | $6.1M | 134,258 | +22,413+16.69% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | 0.01% | #108 | $6.8M | 148,702 | $5.3M | 116,315 | +32,387+27.84% | Add |
| CarsonAllaria Wealth Management, Ltd. |
| 2.88% | 3.53% | #1 | $6.6M | 145,036 | $7.1M | 158,181 | -13,145-8.31% | Reduce |
| True North Advisors, LLC |
| 0.62% | — | #25 | $6.4M | 140,914 | $0 | 0 | +140,914 | New Buy |
| Bridgewealth Advisory Group, LLC |
| 1.17% | 1.22% | #6 | $6.2M | 135,671 | $5.9M | 130,270 | +5,401+4.15% | Add |
| Tortoise Investment Management, LLC |
| 0.43% | 0.41% | #33 | $5.8M | 126,080 | $5.0M | 109,890 | +16,190+14.73% | Add |
| Sprinkle Financial Consultants LLC |
| 2.2% | 2.06% | #2 | $5.6M | 122,760 | $4.5M | 98,738 | +24,022+24.33% | Add |
| SITTNER & NELSON, LLC |
| 1.74% | 1.72% | #4 | $5.5M | 120,969 | $4.7M | 104,078 | +16,891+16.23% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #131 | $5.2M | 114,031 | $3.2M | 70,370 | +43,661+62.04% | Add |
| McAdam, LLC |
| 0.19% | — | #55 | $5.0M | 109,529 | $0 | 0 | +109,529 | New Buy |
| Able Wealth Management LLC |
| 1.03% | 0.98% | #10 | $4.5M | 98,000 | $3.7M | 81,147 | +16,853+20.77% | Add |
| Waterway Wealth Management, LLC |
| 0.87% | 0.91% | #16 | $4.3M | 92,917 | $4.1M | 91,438 | +1,479+1.62% | Add |
| Paulson Wealth Management Inc. |
| 0.87% | 0.98% | #14 | $4.1M | 90,065 | $4.2M | 92,419 | -2,354-2.55% | Reduce |
| Sterling Investment Advisors, Ltd. |
| 0.61% | 0.48% | #26 | $3.9M | 85,925 | $2.6M | 58,540 | +27,385+46.78% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #118 | $3.6M | 77,768 | $2.2M | 48,578 | +29,190+60.09% | Add |
| Evergreen Wealth Partners LLC |
| 2.13% | 2.59% | #3 | $3.5M | 77,407 | $3.4M | 74,988 | +2,419+3.23% | Add |
| Kestra Advisory Services, LLC |
| 0.01% | <0.01% | #107 | $3.5M | 76,780 | $537,693 | 11,904 | +64,876+544.99% | Add |
| AssuredPartners Investment Advisors, LLC |
| 0.33% | 0.36% | #41 | $3.4M | 74,953 | $3.3M | 73,265 | +1,688+2.30% | Add |
| RFG Advisory, LLC |
| 0.05% | 0.03% | #87 | $3.4M | 74,217 | $1.4M | 31,969 | +42,248+132.15% | Add |
| Equitable Holdings, Inc. |
| 0.02% | 0.01% | #97 | $3.4M | 74,213 | $2.1M | 46,863 | +27,350+58.36% | Add |
| Vise Technologies, Inc. |
| 0.04% | — | #92 | $3.3M | 72,498 | $0 | 0 | +72,498 | New Buy |
| CreativeOne Wealth, LLC |
| 0.07% | 0.06% | #80 | $3.1M | 68,289 | $2.8M | 61,911 | +6,378+10.30% | Add |
| Geneos Wealth Management Inc. |
| 0.06% | 0.07% | #85 | $3.0M | 64,937 | $2.9M | 64,188 | +749+1.17% | Add |
| Dakota Wealth Management |
| 0.06% | 0.05% | #86 | $3.0M | 64,518 | $2.4M | 53,843 | +10,675+19.83% | Add |
| Prasad Wealth Partners, LLC |
| 0.7% | — | #21 | $2.9M | 63,964 | $0 | 0 | +63,964 | New Buy |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #153 | $2.9M | 63,159 | $1.7M | 36,655 | +26,504+72.31% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #139 | $2.9M | 62,959 | $2.6M | 57,151 | +5,808+10.16% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #158 | $2.8M | 61,897 | $4.5M | 100,000 | -38,103-38.10% | Reduce |
| Visionary Wealth Advisors |
| 0.11% | 0.14% | #71 | $2.8M | 60,761 | $3.2M | 70,242 | -9,481-13.50% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #125 | $2.5M | 54,986 | $2.6M | 56,503 | -1,517-2.68% | Reduce |
| Mason & Associates, LLC |
| 0.52% | 0.48% | #30 | $2.5M | 54,508 | $2.1M | 46,823 | +7,685+16.41% | Add |
| PAX Financial Group, LLC |
| 0.36% | 0.38% | #38 | $2.4M | 52,534 | $2.2M | 49,386 | +3,148+6.37% | Add |
| Econ Financial Services Corp |
| 1.11% | 0.76% | #8 | $2.4M | 52,078 | $1.6M | 36,121 | +15,957+44.18% | Add |
| Integrity Wealth Solutions LLC |
| 0.88% | 0.79% | #13 | $2.4M | 51,938 | $2.0M | 44,580 | +7,358+16.51% | Add |
