| Financial Engines Advisors L.L.C. |
| 0.57% | 0.72% | #8 | $318.8M | 4.2M | $355.8M | 4.2M | -13,475-0.32% | Reduce |
| CAPITAL WEALTH MANAGEMENT, LLC |
| 6.48% | 8.13% | #1 | $27.0M | 357,181 | $30.1M | 357,891 | -710-0.20% | Reduce |
| LPL Financial LLC |
| 0.01% | 0.01% | #49 | $24.1M | 319,736 | $28.2M | 336,303 | -16,567-4.93% | Reduce |
| Cornerstone Planning Group LLC |
| 2.1% | 2.19% | #2 | $16.7M | 206,378 | $16.4M | 198,105 | +8,273+4.18% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #83 | $16.4M | 217,495 | $16.2M | 250,822 | -33,327-13.29% | Reduce |
| Baird Financial Group, Inc. |
| 0.02% | 0.03% | #37 | $15.6M | 206,778 | $17.3M | 206,520 | +258+0.12% | Add |
| FRANKLIN RESOURCES INC |
| <0.01% | <0.01% | #64 | $13.1M | 173,125 | $14.4M | 171,875 | +1,250+0.73% | Add |
| XML Financial, LLC |
| 0.78% | 0.86% | #5 | $10.7M | 142,187 | $10.7M | 126,838 | +15,349+12.10% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #94 | $9.5M | 125,831 | $9.7M | 115,409 | +10,422+9.03% | Add |
| SCHMIDT P J INVESTMENT MANAGEMENT INC |
| 1.17% | 1.44% | #3 | $7.6M | 100,006 | $8.6M | 101,949 | -1,943-1.91% | Reduce |
| CFS Investment Advisory Services, LLC |
| 0.48% | 0.55% | #9 | $7.2M | 94,701 | $7.9M | 95,205 | -504-0.53% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #97 | $5.7M | 75,075 | $0 | 0 | +75,075 | New Buy |
| Mariner, LLC |
| 0.01% | 0.01% | #48 | $5.6M | 74,553 | $7.4M | 88,278 | -13,725-15.55% | Reduce |
| Fiduciary Alliance LLC |
| 0.37% | 0.36% | #10 | $5.5M | 72,606 | $5.9M | 70,858 | +1,748+2.47% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.03% | 0.07% | #34 | $5.0M | 66,819 | $14.3M | 169,730 | -102,911-60.63% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #63 | $5.0M | 66,725 | $5.8M | 69,038 | -2,313-3.35% | Reduce |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #53 | $4.8M | 63,919 | $4.5M | 53,741 | +10,178+18.94% | Add |
| Rothschild Wealth LLC |
| 0.35% | 0.5% | #12 | $4.4M | 57,720 | $5.5M | 65,320 | -7,600-11.64% | Reduce |
| Hollow Brook Wealth Management LLC |
| 0.8% | 1.15% | #4 | $4.0M | 53,642 | $4.5M | 53,642 | 00.00% | Unchanged |
| Private Advisory Group LLC |
| 0.21% | 0.23% | #15 | $3.8M | 50,415 | $3.5M | 41,337 | +9,078+21.96% | Add |
| Brio Consultants, LLC |
| 0.36% | 0.39% | #11 | $3.1M | 40,406 | $3.2M | 38,205 | +2,201+5.76% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #66 | $2.9M | 38,740 | $3.2M | 38,086 | +654+1.72% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #65 | $2.9M | 37,773 | $2.8M | 32,808 | +4,965+15.13% | Add |
| Coppell Advisory Solutions LLC |
| 0.21% | — | #13 | $2.6M | 658 | $0 | 0 | +658 | New Buy |
| Certified Advisory Corp |
| 0.2% | 0.18% | #16 | $2.4M | 32,348 | $2.1M | 24,516 | +7,832+31.95% | Add |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
| 0.07% | 0.18% | #22 | $2.2M | 28,782 | $2.7M | 31,591 | -2,809-8.89% | Reduce |
| Savvy Advisors, Inc. |
| 0.04% | 0.06% | #27 | $2.0M | 26,809 | $2.2M | 25,924 | +885+3.41% | Add |
| TWO SIGMA INVESTMENTS, LP |
| <0.01% | — | #74 | $2.0M | 26,800 | $0 | 0 | +26,800 | New Buy |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #96 | $2.0M | 26,607 | $1.9M | 22,342 | +4,265+19.09% | Add |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #56 | $2.0M | 26,426 | $618,225 | 7,360 | +19,066+259.05% | Add |
| D.A. DAVIDSON & CO. |
| 0.01% | 0.01% | #43 | $1.9M | 24,676 | $1.7M | 20,773 | +3,903+18.79% | Add |
| Stratos Wealth Partners, LTD. |
| 0.02% | 0.02% | #40 | $1.6M | 20,717 | $1.8M | 20,899 | -182-0.87% | Reduce |
| Financial Freedom, LLC |
| 0.71% | 0.81% | #6 | $1.5M | 20,479 | $1.6M | 19,397 | +1,082+5.58% | Add |
| Norris Financial Group, LLC |
| 0.57% | 0.48% | #7 | $1.4M | 19,032 | $1.5M | 17,367 | +1,665+9.59% | Add |
| DEUTSCHE BANK AG\ |
| <0.01% | <0.01% | #103 | $1.2M | 16,298 | $1.4M | 16,955 | -657-3.87% | Reduce |
| Aaron Wealth Advisors LLC |
| 0.06% | 0.08% | #23 | $1.2M | 16,142 | $1.4M | 16,142 | 00.00% | Unchanged |
| ARMSTRONG ADVISORY GROUP, INC |
| 0.07% | 0.08% | #20 | $1.2M | 15,671 | $1.2M | 14,191 | +1,480+10.43% | Add |
| KLCM Advisors, Inc. |
| 0.08% | 0.1% | #19 | $1.0M | 13,634 | $1.1M | 13,634 | 00.00% | Unchanged |
| Stratos Investment Management, LLC |
| 0.04% | 0.05% | #29 | $996,287 | 13,195 | $1.3M | 15,080 | -1,885-12.50% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #80 | $959,287 | 12,704 | $659,736 | 7,854 | +4,850+61.75% | Add |
| Focus Financial Network, Inc. |
| 0.03% | 0.04% | #32 | $952,891 | 12,621 | $978,971 | 11,654 | +967+8.30% | Add |
| Per Stirling Capital Management, LLC. |
| 0.09% | 0.11% | #18 | $937,149 | 12,413 | $1.0M | 11,921 | +492+4.13% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #102 | $927,989 | 12,193 | $985,231 | 11,826 | +367+3.10% | Add |
| Virtue Capital Management, LLC |
| 0.12% | — | #17 | $876,178 | 11,605 | $0 | 0 | +11,605 | New Buy |
| INDEPENDENT FINANCIAL GROUP, LLC |
| 0.02% | — | #41 | $819,553 | 10,855 | $0 | 0 | +10,855 | New Buy |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #70 | $755,680 | 10,009 | $752,000 | 8,947 | +1,062+11.87% | Add |
| Horizon Investments, LLC |
| 0.01% | 0.02% | #46 | $668,854 | 8,859 | $1.4M | 16,344 | -7,485-45.80% | Reduce |
| FOUNDERS FINANCIAL SECURITIES LLC |
| 0.03% | 0.04% | #30 | $668,854 | 8,859 | $687,294 | 8,185 | +674+8.23% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #121 | $599,395 | 7,939 | $476,532 | 5,673 | +2,266+39.94% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #119 | $532,000 | 7,047 | $510,000 | 6,080 | +967+15.90% | Add |