| ENVESTNET ASSET MANAGEMENT INC |
| 0.03% | 0.03% | #32 | $137.5M | 2.9M | $97.9M | 2.1M | +834,658+39.75% | Add |
| PNC FINANCIAL SERVICES GROUP, INC. |
| 0.04% | 0.03% | #30 | $82.3M | 1.8M | $46.1M | 989,755 | +767,701+77.56% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #59 | $71.3M | 1.5M | $54.1M | 1.1M | +384,130+33.77% | Add |
| AMERICAN CENTURY COMPANIES INC |
| 0.02% | 0.03% | #34 | $55.5M | 1.2M | $55.3M | 1.2M | +3+0.00% | Add |
| Atria Investments, Inc |
| 0.49% | 0.52% | #8 | $49.0M | 1.0M | $46.2M | 991,752 | +55,203+5.57% | Add |
| Gallagher Fiduciary Advisors, LLC |
| 1.11% | 0.47% | #3 | $37.7M | 804,960 | $32.7M | 700,568 | +104,392+14.90% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #51 | $37.6M | 802,729 | $40.7M | 872,760 | -70,031-8.02% | Reduce |
| AMERIPRISE FINANCIAL INC |
| 0.01% | 0.01% | #52 | $36.4M | 776,558 | $30.6M | 657,830 | +118,728+18.05% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.01% | 0.01% | #54 | $36.1M | 769,891 | $26.7M | 571,770 | +198,121+34.65% | Add |
| Flaharty Asset Management, LLC |
| 4% | 3.91% | #1 | $31.5M | 676,583 | $31.5M | 676,583 | 00.00% | Unchanged |
| Modern Wealth Management, LLC |
| 0.36% | — | #12 | $30.0M | 639,520 | $0 | 0 | +639,520 | New Buy |
| UBS Group AG |
| <0.01% | <0.01% | #63 | $20.6M | 440,074 | $15.2M | 325,804 | +114,270+35.07% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #58 | $14.0M | 299,473 | $12.9M | 276,422 | +23,051+8.34% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #67 | $12.8M | 272,209 | $12.0M | 258,342 | +13,867+5.37% | Add |
| Private Advisor Group, LLC |
| 0.06% | 0.06% | #25 | $12.5M | 266,102 | $12.2M | 262,282 | +3,820+1.46% | Add |
| Snowden Capital Advisors LLC |
| 0.26% | 0.28% | #15 | $10.8M | 231,529 | $10.4M | 222,330 | +9,199+4.14% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #75 | $9.7M | 207,687 | $8.3M | 177,797 | +29,890+16.81% | Add |
| FIFTH THIRD SECURITIES, INC. |
| 0.5% | 0.5% | #7 | $8.7M | 185,522 | $7.8M | 167,087 | +18,435+11.03% | Add |
| Kestra Advisory Services, LLC |
| 0.03% | 0.03% | #33 | $7.8M | 166,662 | $7.0M | 150,944 | +15,718+10.41% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #50 | $7.3M | 156,736 | $6.8M | 146,257 | +10,479+7.16% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | 0.02% | #45 | $7.2M | 155,964 | $7.2M | 153,896 | +2,068+1.34% | Add |
| J.W. COLE ADVISORS, INC. |
| 0.11% | 0.11% | #20 | $6.7M | 142,098 | $3.3M | 71,571 | +70,527+98.54% | Add |
| Dakota Wealth Management |
| 0.11% | 0.12% | #21 | $5.6M | 119,887 | $5.5M | 117,521 | +2,366+2.01% | Add |
| D.A. DAVIDSON & CO. |
| 0.02% | 0.03% | #35 | $4.4M | 94,697 | $4.5M | 95,652 | -955-1.00% | Reduce |
| VICTORY FINANCIAL GROUP, LLC |
| 0.4% | 0.39% | #10 | $3.9M | 82,332 | $3.2M | 68,486 | +13,846+20.22% | Add |
| Networth Advisors, LLC |
| 2.09% | 2.23% | #2 | $3.6M | 76,787 | $3.2M | 67,715 | +9,072+13.40% | Add |
| Pinnacle Financial Partners, Inc. |
| 0.02% | — | #42 | $2.6M | 56,005 | $0 | 0 | +56,005 | New Buy |
| OneDigital Investment Advisors LLC |
| 0.02% | 0.02% | #41 | $2.5M | 52,850 | $2.4M | 51,550 | +1,300+2.52% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.02% | 0.03% | #38 | $2.4M | 50,989 | $2.7M | 58,635 | -7,646-13.04% | Reduce |
| ELEVATION POINT WEALTH PARTNERS, LLC |
| 0.04% | 0.06% | #28 | $2.4M | 50,989 | $2.7M | 58,635 | -7,646-13.04% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #72 | $2.2M | 46,242 | $1.7M | 37,377 | +8,865+23.72% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #70 | $1.8M | 37,686 | $1.2M | 24,914 | +12,772+51.26% | Add |
| TME FINANCIAL, INC. |
| 1.07% | 0.94% | #4 | $1.7M | 36,876 | $1.4M | 29,140 | +7,736+26.55% | Add |
| Retirement Planning Group, LLC |
| 0.04% | 0.09% | #29 | $1.7M | 36,617 | $2.9M | 63,161 | -26,544-42.03% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #84 | $1.7M | 35,999 | $3.9M | 82,663 | -46,664-56.45% | Reduce |
| AE Wealth Management LLC |
| 0.01% | 0.01% | #53 | $1.5M | 32,849 | $1.3M | 28,179 | +4,670+16.57% | Add |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #66 | $1.4M | 30,258 | $1.4M | 30,252 | +6+0.02% | Add |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.01% | — | #43 | $1.2M | 26,000 | $0 | 0 | +26,000 | New Buy |
| Allied Private Wealth LLC |
| 0.76% | — | #6 | $1.2M | 25,733 | $0 | 0 | +25,733 | New Buy |
| Southland Equity Partners LLC |
| 0.18% | 0.21% | #16 | $1.0M | 22,410 | $1.1M | 23,114 | -704-3.05% | Reduce |
| Independent Advisor Alliance |
| 0.02% | 0.02% | #36 | $1.0M | 21,495 | $1.4M | 30,273 | -8,778-29.00% | Reduce |
| Camarda Financial Advisors, LLC |
| 0.3% | 0.49% | #13 | $992,517 | 21,185 | $925,861 | 19,864 | +1,321+6.65% | Add |
| Comprehensive Wealth Management, LLC |
| 0.44% | 1.58% | #9 | $967,499 | 20,651 | $3.1M | 67,005 | -46,354-69.18% | Reduce |
| PARTNERS WEALTH MANAGEMENT, LLC |
| 0.86% | 0.91% | #5 | $882,198 | 18,830 | $885,773 | 19,004 | -174-0.92% | Reduce |
| Joseph P. Lucia & Associates, LLC |
| 0.26% | 0.27% | #14 | $880,967 | 18,804 | $755,641 | 16,212 | +2,592+15.99% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #68 | $815,377 | 17,404 | $662,000 | 14,213 | +3,191+22.45% | Add |
| First Bank & Trust |
| 0.1% | 0.09% | #23 | $701,626 | 14,976 | $529,629 | 11,363 | +3,613+31.80% | Add |
| Nova Wealth Management, Inc. |
| 0.38% | 0.74% | #11 | $696,233 | 14,861 | $1.1M | 24,427 | -9,566-39.16% | Reduce |
| Western Wealth Management, LLC |
| 0.02% | 0.03% | #40 | $642,908 | 13,723 | $656,500 | 14,085 | -362-2.57% | Reduce |
| Legacy Wealth Partners, LLC |
| 0.12% | 0.14% | #19 | $551,354 | 11,769 | $542,690 | 11,643 | +126+1.08% | Add |