| Vestmark Advisory Solutions, Inc. |
| 0.79% | 0.93% | #24 | $84.3M | 1.5M | $83.4M | 1.5M | 00.00% | Unchanged |
| Integrity Advisory Solutions, LLC |
| 7.55% | 8.39% | #2 | $73.4M | 1.3M | $63.5M | 1.2M | +168,832+14.39% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #111 | $54.1M | 990,203 | $46.9M | 865,985 | +124,218+14.34% | Add |
| INTEGRITY ALLIANCE, LLC. |
| 1.55% | 1.73% | #19 | $49.5M | 905,653 | $45.6M | 842,720 | +62,933+7.47% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #98 | $44.8M | 819,826 | $35.6M | 656,845 | +162,981+24.81% | Add |
| Three Arch Wealth Management LLC |
| 4.79% | 5.45% | #9 | $31.2M | 571,496 | $30.3M | 559,563 | +11,933+2.13% | Add |
| Tencap Wealth Coaching, LLC |
| 7.95% | 8.98% | #1 | $25.1M | 458,254 | $23.9M | 440,440 | +17,814+4.04% | Add |
| Allworth Financial LP |
| 0.09% | 0.06% | #62 | $21.1M | 386,625 | $14.9M | 275,423 | +111,202+40.37% | Add |
| Wealth Advisors Northwest LLC |
| 7.13% | 6.38% | #3 | $20.9M | 382,291 | $15.2M | 280,889 | +101,402+36.10% | Add |
| OneDigital Investment Advisors LLC |
| 0.16% | 0.16% | #49 | $19.2M | 351,603 | $16.7M | 308,711 | +42,892+13.89% | Add |
| Integrated Wealth Concepts LLC |
| 0.09% | 0.07% | #64 | $18.0M | 328,375 | $9.2M | 169,108 | +159,267+94.18% | Add |
| DiNuzzo Private Wealth, Inc. |
| 1.74% | 1.9% | #17 | $17.6M | 322,435 | $17.6M | 325,412 | -2,977-0.91% | Reduce |
| AA Financial Advisors, LLC |
| 2.11% | 2.41% | #15 | $17.6M | 321,150 | $17.1M | 316,348 | +4,802+1.52% | Add |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
| <0.01% | <0.01% | #112 | $17.3M | 316,126 | $17.1M | 316,126 | 00.00% | Unchanged |
| DRAVO BAY LLC |
| 5.86% | 5.88% | #6 | $16.9M | 309,509 | $14.5M | 267,210 | +42,299+15.83% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #121 | $16.8M | 306,515 | $1.2M | 21,348 | +285,167+1,335.80% | Add |
| RFG Advisory, LLC |
| 0.24% | 0.27% | #39 | $15.6M | 285,441 | $14.7M | 271,993 | +13,448+4.94% | Add |
| Mattern Wealth Management LLC |
| 2.47% | 2.81% | #13 | $15.0M | 275,196 | $14.4M | 266,202 | +8,994+3.38% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.02% | #91 | $12.7M | 232,728 | $12.0M | 222,208 | +10,520+4.73% | Add |
| IMA Advisory Services, Inc. |
| 0.69% | — | #25 | $11.0M | 201,876 | $0 | 0 | +201,876 | New Buy |
| NewEdge Advisors, LLC |
| 0.03% | 0.04% | #82 | $10.9M | 199,814 | $10.2M | 187,982 | +11,832+6.29% | Add |
| PARK AVENUE SECURITIES LLC |
| 0.06% | 0.04% | #68 | $10.4M | 189,811 | $5.4M | 99,529 | +90,282+90.71% | Add |
| Baird Financial Group, Inc. |
| 0.01% | — | #93 | $10.3M | 188,195 | $0 | 0 | +188,195 | New Buy |
| Betterment LLC |
| 0.02% | 0.02% | #90 | $9.6M | 175,871 | $9.6M | 176,554 | -683-0.39% | Reduce |
| Outbound Financial Inc |
| 6.2% | — | #5 | $9.6M | 174,986 | $0 | 0 | +174,986 | New Buy |
| E-Wealth Partners, LLC |
| 6.9% | 6.9% | #4 | $9.6M | 174,700 | $8.5M | 157,875 | +16,825+10.66% | Add |
| Apella Capital, LLC |
| 0.13% | 0.01% | #52 | $8.9M | 164,065 | $539,264 | 9,819 | +154,246+1,570.89% | Add |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
| 0.4% | 0.43% | #29 | $8.1M | 148,321 | $7.6M | 141,021 | +7,300+5.18% | Add |
| SageOak Financial, LLC |
| 4.95% | 4.99% | #8 | $7.6M | 139,121 | $7.1M | 131,266 | +7,855+5.98% | Add |
| APS Management Group, Inc. |
| 5.85% | 6.16% | #7 | $7.6M | 139,112 | $7.2M | 132,856 | +6,256+4.71% | Add |
| Dynamic Advisor Solutions LLC |
| 0.21% | 0.24% | #44 | $7.5M | 137,493 | $7.5M | 137,802 | -309-0.22% | Reduce |
| BEACON HILL WEALTH MANAGEMENT LTD. |
| 4.78% | — | #10 | $6.9M | 126,290 | $0 | 0 | +126,290 | New Buy |
| Kestra Advisory Services, LLC |
| 0.02% | 0.02% | #87 | $6.6M | 120,053 | $6.4M | 118,083 | +1,970+1.67% | Add |
| CITIGROUP INC |
| <0.01% | <0.01% | #117 | $6.3M | 116,007 | $3.5M | 65,553 | +50,454+76.97% | Add |
| Optimus Capital Advisors, LLC |
| 3.28% | 3.41% | #12 | $6.1M | 111,763 | $5.8M | 106,662 | +5,101+4.78% | Add |
| Vantage Point Financial LLC |
| 1.74% | 1.92% | #18 | $5.7M | 104,528 | $5.5M | 100,845 | +3,683+3.65% | Add |
| CSP Financial Group, LLC |
| 4.76% | 5.3% | #11 | $5.6M | 102,127 | $5.2M | 95,591 | +6,536+6.84% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #125 | $4.9M | 89,737 | $21,654 | 400 | +89,337+22,334.25% | Add |
| Farther Finance Advisors, LLC |
| 0.04% | 0.05% | #77 | $4.8M | 87,069 | $5.0M | 91,975 | -4,906-5.33% | Reduce |
| Orion Porfolio Solutions, LLC |
| 0.03% | 0.04% | #80 | $4.5M | 83,013 | $4.3M | 79,071 | +3,942+4.99% | Add |
| Index Fund Advisors, Inc. |
| 0.17% | 0.15% | #48 | $4.4M | 80,308 | $3.3M | 61,498 | +18,810+30.59% | Add |
| TRUIST FINANCIAL CORP |
| 0.01% | <0.01% | #108 | $4.3M | 77,808 | $3.7M | 68,192 | +9,616+14.10% | Add |
| Venture Visionary Partners LLC |
| 0.1% | — | #57 | $3.7M | 68,096 | $0 | 0 | +68,096 | New Buy |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC |
| 1.98% | 1.79% | #16 | $3.6M | 66,714 | $2.9M | 53,826 | +12,888+23.94% | Add |
| Beacon Pointe Advisors, LLC |
| 0.02% | <0.01% | #92 | $3.4M | 62,731 | $700,341 | 12,937 | +49,794+384.90% | Add |
| Parkwoods Wealth Partners, LLC |
| 0.54% | — | #26 | $3.4M | 61,927 | $0 | 0 | +61,927 | New Buy |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 0.03% | 0.04% | #81 | $3.3M | 61,067 | $3.0M | 54,933 | +6,134+11.17% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #110 | $3.2M | 59,188 | $2.6M | 48,468 | +10,720+22.12% | Add |
| Mission Hills Financial Advisory, LLC |
| 1.3% | — | #21 | $3.0M | 53,974 | $0 | 0 | +53,974 | New Buy |
| LPL Financial LLC |
| <0.01% | <0.01% | #129 | $2.8M | 50,999 | $2.8M | 51,047 | -48-0.09% | Reduce |
