| Roehl & Yi Investment Advisors, LLC |
| 3.82% | — | #6 | $11.01B | 141,904 | $0 | 0 | +141,904 | New Buy |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #121 | $154.2M | 2.0M | $126.1M | 1.6M | +362,843+22.33% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #114 | $54.7M | 704,775 | $50.0M | 643,847 | +60,928+9.46% | Add |
| Betterment LLC |
| 0.08% | 0.03% | #78 | $45.2M | 582,358 | $13.7M | 176,641 | +405,717+229.68% | Add |
| ROYAL BANK OF CANADA |
| 0.01% | <0.01% | #129 | $42.5M | 547,880 | $7.0M | 90,636 | +457,244+504.48% | Add |
| Johnson Financial Group, Inc. |
| 1.3% | — | #21 | $39.4M | 507,861 | $0 | 0 | +507,861 | New Buy |
| OSAIC HOLDINGS, INC. |
| 0.04% | 0.04% | #91 | $32.8M | 422,448 | $28.5M | 367,565 | +54,883+14.93% | Add |
| Summit Financial, LLC |
| 0.31% | 0.25% | #46 | $28.4M | 366,127 | $19.3M | 249,107 | +117,020+46.98% | Add |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ |
| 3.32% | 2.72% | #9 | $23.7M | 305,536 | $17.1M | 220,342 | +85,194+38.66% | Add |
| Insight Wealth Strategies, LLC |
| 2.27% | 2.97% | #13 | $23.3M | 301,707 | $26.6M | 343,106 | -41,399-12.07% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | <0.01% | #131 | $23.2M | 298,699 | $13.0M | 167,350 | +131,349+78.49% | Add |
| Keystone Financial Group, Inc. |
| 11.93% | 11.01% | #1 | $22.7M | 292,988 | $21.2M | 272,896 | +20,092+7.36% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.01% | 0.01% | #128 | $18.6M | 239,483 | $12.3M | 159,745 | +79,738+49.92% | Add |
| Mariner, LLC |
| 0.02% | 0.02% | #106 | $18.2M | 234,711 | $13.1M | 168,900 | +65,811+38.96% | Add |
| Diversified Portfolios, Inc. |
| 1.31% | 1.23% | #20 | $18.0M | 232,499 | $15.0M | 193,358 | +39,141+20.24% | Add |
| WNY Asset Management, LLC |
| 1.52% | 2.94% | #16 | $17.1M | 219,860 | $28.4M | 366,563 | -146,703-40.02% | Reduce |
| Balance Wealth Partners LLC |
| 4.27% | 4.57% | #4 | $16.0M | 206,733 | $14.7M | 189,573 | +17,160+9.05% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.02% | #109 | $13.2M | 170,399 | $11.6M | 149,516 | +20,883+13.97% | Add |
| LEAVELL INVESTMENT MANAGEMENT, INC. |
| 0.47% | 0.48% | #36 | $12.8M | 165,370 | $11.7M | 150,222 | +15,148+10.08% | Add |
| ALPS ADVISORS INC |
| 0.06% | — | #83 | $12.4M | 159,805 | $0 | 0 | +159,805 | New Buy |
| NavPoint Financial, Inc. |
| 4.35% | 4.15% | #3 | $11.7M | 151,332 | $10.3M | 132,233 | +19,099+14.44% | Add |
| Lakewood Asset Management LLC |
| 6.02% | 4.37% | #2 | $11.0M | 141,422 | $6.8M | 88,090 | +53,332+60.54% | Add |
| Pasadena Private Wealth, LLC |
| 1.39% | 1.44% | #18 | $10.9M | 140,655 | $10.4M | 133,918 | +6,737+5.03% | Add |
| R. W. Roge & Company, Inc. |
| 4.13% | 3.97% | #5 | $9.9M | 127,432 | $8.3M | 107,275 | +20,157+18.79% | Add |
| HOWARD FINANCIAL SERVICES, LTD. |
| 0.97% | 0.76% | #24 | $9.7M | 125,340 | $6.7M | 86,428 | +38,912+45.02% | Add |
| Landmark Wealth Management, LLC |
| 2.26% | 2.41% | #14 | $9.4M | 121,511 | $9.0M | 116,034 | +5,477+4.72% | Add |
| Ausdal Financial Partners, Inc. |
| 0.36% | 0.29% | #43 | $9.1M | 117,526 | $6.4M | 82,725 | +34,801+42.07% | Add |
| VICUS CAPITAL |
| 0.57% | 0.55% | #34 | $8.8M | 112,939 | $7.5M | 97,154 | +15,785+16.25% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | 0.01% | #112 | $8.6M | 112,006 | $6.0M | 76,918 | +35,088+45.62% | Add |
| Harbor Group, Inc. |
| 0.94% | 0.94% | #25 | $8.0M | 103,659 | $6.5M | 84,316 | +19,343+22.94% | Add |
| FAGAN ASSOCIATES, INC. |
| 0.89% | 1.01% | #26 | $7.2M | 93,216 | $7.3M | 93,641 | -425-0.45% | Reduce |
| EVOLVE PRIVATE WEALTH, LLC |
| 0.44% | 0.39% | #37 | $7.2M | 93,051 | $7.2M | 93,286 | -235-0.25% | Reduce |
| PANORAMIC INVESTMENT ADVISORS, LLC |
| 3.43% | 3.71% | #8 | $7.2M | 92,412 | $6.9M | 88,456 | +3,956+4.47% | Add |
| Beaird Harris Wealth Management, LLC |
| 0.44% | 0.29% | #38 | $7.0M | 90,080 | $4.2M | 54,092 | +35,988+66.53% | Add |
| Dynamic Advisor Solutions LLC |
| 0.2% | 0.21% | #56 | $6.9M | 88,830 | $6.7M | 86,136 | +2,694+3.13% | Add |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| 0.04% | 0.04% | #93 | $6.8M | 88,372 | $6.5M | 83,407 | +4,965+5.95% | Add |
| MorganRosel Wealth Management, LLC |
| 2.28% | 2.52% | #12 | $6.8M | 87,197 | $6.4M | 82,220 | +4,977+6.05% | Add |
| North Star Investment Management Corp. |
| 0.37% | 0.39% | #41 | $6.7M | 86,734 | $6.4M | 82,363 | +4,371+5.31% | Add |
| Integrity Wealth Solutions LLC |
| 2.35% | 2.49% | #11 | $6.4M | 81,997 | $6.3M | 81,722 | +275+0.34% | Add |
| Farther Finance Advisors, LLC |
| 0.04% | 0.04% | #89 | $5.5M | 71,521 | $4.4M | 57,034 | +14,487+25.40% | Add |
| SILVER OAK SECURITIES, INCORPORATED |
| 0.33% | 0.36% | #45 | $5.5M | 70,369 | $4.9M | 62,606 | +7,763+12.40% | Add |
| Janney Montgomery Scott LLC |
| 0.01% | 0.01% | #122 | $5.1M | 65,232 | $5.1M | 65,808 | -576-0.88% | Reduce |
| Investment Advisory Group, LLC |
| 1.01% | 0.93% | #23 | $4.7M | 60,243 | $3.7M | 47,157 | +13,086+27.75% | Add |
| OLD MISSION CAPITAL LLC |
| 0.07% | — | #79 | $4.6M | 59,792 | $0 | 0 | +59,792 | New Buy |
| Entruity Wealth, LLC |
| 3% | — | #10 | $4.6M | 59,771 | $0 | 0 | +59,771 | New Buy |
| Beacon Pointe Advisors, LLC |
| 0.02% | 0.02% | #102 | $4.6M | 58,655 | $3.8M | 49,185 | +9,470+19.25% | Add |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC |
| 0.57% | 0.62% | #32 | $4.4M | 56,168 | $4.0M | 51,600 | +4,568+8.85% | Add |
| Red Mountain Financial, LLC |
| 3.64% | 3.4% | #7 | $4.3M | 55,952 | $3.6M | 46,483 | +9,469+20.37% | Add |
| CFO4Life Group, LLC |
| 0.57% | 0.65% | #31 | $4.3M | 54,803 | $4.3M | 55,059 | -256-0.46% | Reduce |
| Focus Partners Advisor Solutions, LLC |
| 0.03% | 0.03% | #96 | $3.9M | 49,818 | $2.9M | 37,850 | +11,968+31.62% | Add |
