| Mirador Capital Partners LP |
| 6.55% | 7.13% | #3 | $53.5M | 2.4M | $50.4M | 2.3M | +142,552+6.33% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #93 | $47.5M | 2.1M | $44.2M | 2.0M | +148,200+7.50% | Add |
| Cetera Investment Advisers |
| 0.03% | 0.04% | #72 | $38.1M | 1.7M | $36.1M | 1.6M | +93,846+5.82% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #103 | $31.9M | 1.4M | $30.4M | 1.4M | +72,424+5.34% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #115 | $27.8M | 1.2M | $26.3M | 1.2M | +67,439+5.73% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #138 | $25.6M | 1.1M | $24.4M | 1.1M | +76,958+7.19% | Add |
| OSAIC HOLDINGS, INC. |
| 0.03% | 0.02% | #80 | $22.0M | 985,722 | $14.8M | 662,459 | +323,263+48.80% | Add |
| Ashton Thomas Private Wealth, LLC |
| 0.36% | 0.41% | #33 | $17.2M | 768,762 | $17.1M | 766,470 | +2,292+0.30% | Add |
| Larson Financial Group LLC |
| 0.42% | 0.69% | #30 | $15.9M | 713,232 | $21.5M | 959,603 | -246,371-25.67% | Reduce |
| MERCER GLOBAL ADVISORS INC /ADV |
| 0.02% | 0.02% | #84 | $14.8M | 660,311 | $13.8M | 617,617 | +42,694+6.91% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #145 | $12.4M | 555,768 | $12.0M | 536,744 | +19,024+3.54% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.02% | 0.02% | #85 | $11.7M | 522,332 | $11.0M | 491,544 | +30,788+6.26% | Add |
| Accurate Wealth Management, LLC |
| 1.01% | 0.73% | #17 | $10.6M | 475,561 | $6.1M | 271,003 | +204,558+75.48% | Add |
| Altium Investment Strategies LLC |
| 15.33% | 17.91% | #1 | $10.6M | 475,561 | $6.1M | 271,003 | +204,558+75.48% | Add |
| Advisory Alpha, LLC |
| 0.26% | 0.26% | #38 | $10.4M | 465,244 | $9.7M | 432,133 | +33,111+7.66% | Add |
| Parkway Wealth Management Group, LLC |
| 1.18% | 1.29% | #13 | $10.2M | 456,265 | $10.2M | 453,544 | +2,721+0.60% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #140 | $8.9M | 400,145 | $13.0M | 582,999 | -182,854-31.36% | Reduce |
| COLLECTIVE FAMILY OFFICE LLC |
| 1.67% | 1.48% | #11 | $8.2M | 366,184 | $6.6M | 294,172 | +72,012+24.48% | Add |
| Verity Asset Management, Inc. |
| 3.07% | 2.98% | #5 | $8.1M | 362,888 | $7.1M | 317,782 | +45,106+14.19% | Add |
| Ironwood Financial, llc |
| 1.26% | 1.43% | #12 | $8.0M | 358,454 | $8.2M | 366,045 | -7,591-2.07% | Reduce |
| SFE Investment Counsel |
| 1.09% | 1.27% | #16 | $8.0M | 358,973 | $8.1M | 360,230 | -1,257-0.35% | Reduce |
| BANTA ASSET MANAGEMENT LP |
| 6.59% | 7.35% | #2 | $7.4M | 330,285 | $7.3M | 326,920 | +3,365+1.03% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #101 | $7.2M | 322,104 | $7.0M | 311,983 | +10,121+3.24% | Add |
| Delta Investment Management, LLC |
| 1.16% | — | #14 | $7.1M | 316,214 | $0 | 0 | +316,214 | New Buy |
| Intrua Financial, LLC |
| 0.63% | 0.81% | #24 | $6.9M | 309,958 | $7.8M | 350,571 | -40,613-11.58% | Reduce |
| Modern Wealth Management, LLC |
| 0.08% | 0.1% | #58 | $6.9M | 307,642 | $6.0M | 268,330 | +39,312+14.65% | Add |
| CHATHAM CAPITAL GROUP, INC. |
| 0.85% | 0.82% | #22 | $6.7M | 298,406 | $5.7M | 252,878 | +45,528+18.00% | Add |
| OLD SECOND NATIONAL BANK OF AURORA |
| 1% | 1.2% | #18 | $5.3M | 236,667 | $5.8M | 260,609 | -23,942-9.19% | Reduce |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #141 | $5.1M | 230,451 | $4.4M | 196,925 | +33,526+17.02% | Add |
| HOWARD WEALTH MANAGEMENT, LLC |
| 1.73% | 1.76% | #10 | $4.7M | 209,291 | $4.2M | 186,901 | +22,390+11.98% | Add |
| Ark Wealth Advisors LLC |
| 4.07% | 5.2% | #4 | $4.6M | 205,460 | $5.2M | 234,696 | -29,236-12.46% | Reduce |
| Oder Investment Management, LLC |
| 2.88% | 3.25% | #6 | $4.4M | 198,942 | $4.2M | 189,091 | +9,851+5.21% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #134 | $4.4M | 196,120 | $3.9M | 176,295 | +19,825+11.25% | Add |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #91 | $3.9M | 176,687 | $3.0M | 132,979 | +43,708+32.87% | Add |
| River Street Advisors LLC |
| 1.1% | 1.07% | #15 | $3.7M | 167,642 | $3.2M | 141,945 | +25,697+18.10% | Add |
| Pacific Wealth Strategies Group, Inc. |
| 2.09% | 1.83% | #8 | $3.6M | 162,746 | $2.9M | 131,235 | +31,511+24.01% | Add |
| Prospera Financial Services Inc |
| 0.05% | 0.06% | #65 | $3.6M | 160,293 | $3.6M | 159,918 | +375+0.23% | Add |
| Sidoxia Capital Management, LLC |
| 2.37% | 2.72% | #7 | $3.2M | 144,834 | $3.1M | 140,626 | +4,208+2.99% | Add |
| Glass Jacobson Investment Advisors llc |
| 0.98% | 1.01% | #19 | $3.2M | 141,191 | $2.9M | 131,052 | +10,139+7.74% | Add |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 0.03% | 0.04% | #76 | $3.0M | 134,651 | $2.9M | 128,927 | +5,724+4.44% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #131 | $2.4M | 109,063 | $2.4M | 108,140 | +923+0.85% | Add |
| Compound Planning, Inc. |
| 0.06% | 0.07% | #63 | $2.3M | 104,647 | $2.3M | 104,655 | -8-0.01% | Reduce |
| Invesco Ltd. |
| <0.01% | <0.01% | #156 | $2.3M | 101,783 | $2.5M | 111,804 | -10,021-8.96% | Reduce |
| BANK OF MONTREAL /CAN/ |
| <0.01% | <0.01% | #146 | $2.2M | 100,623 | $48,241 | 2,157 | +98,466+4,564.95% | Add |
| Private Advisor Group, LLC |
| 0.01% | 0.01% | #97 | $2.1M | 93,250 | $2.1M | 91,689 | +1,561+1.70% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #157 | $2.0M | 91,566 | $2.2M | 98,004 | -6,438-6.57% | Reduce |
| S.E.E.D. Planning Group LLC |
| 0.54% | 0.49% | #27 | $2.0M | 91,073 | $1.7M | 75,321 | +15,752+20.91% | Add |
| Independent Wealth Advisors LLC |
| 1.78% | 1.89% | #9 | $2.0M | 88,041 | $1.9M | 86,188 | +1,853+2.15% | Add |
| NewEdge Advisors, LLC |
| 0.01% | 0.01% | #112 | $1.9M | 86,787 | $1.9M | 84,655 | +2,132+2.52% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #154 | $1.9M | 82,995 | $1.9M | 84,438 | -1,443-1.71% | Reduce |
