| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #77 | $99.3M | 1.6M | $71.9M | 1.6M | -11,129-0.68% | Reduce |
| Annex Advisory Services, LLC |
| 0.49% | — | #12 | $28.9M | 476,282 | $0 | 0 | +476,282 | New Buy |
| MORGAN STANLEY |
| <0.01% | <0.01% | #121 | $21.5M | 354,620 | $21.8M | 417,126 | -62,506-14.98% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #83 | $20.5M | 338,105 | $14.7M | 336,596 | +1,509+0.45% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #101 | $18.2M | 300,317 | $12.6M | 288,293 | +12,024+4.17% | Add |
| Wharton Business Group, LLC |
| 0.59% | 0.52% | #11 | $17.5M | 288,965 | $13.9M | 317,825 | -28,860-9.08% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #113 | $8.6M | 141,909 | $6.2M | 141,754 | +155+0.11% | Add |
| SCOTIA CAPITAL INC. |
| 0.03% | 0.02% | #48 | $7.9M | 129,319 | $5.7M | 129,465 | -146-0.11% | Reduce |
| Nelson Capital Management, LLC |
| 0.63% | 0.5% | #10 | $5.7M | 93,976 | $4.1M | 93,899 | +77+0.08% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #104 | $5.1M | 89,831 | $3.6M | 84,719 | +5,112+6.03% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #145 | $4.2M | 68,590 | $2.2M | 50,530 | +18,060+35.74% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #123 | $4.0M | 65,996 | $1.8M | 41,769 | +24,227+58.00% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #90 | $3.5M | 57,427 | $2.5M | 56,931 | +496+0.87% | Add |
| 1 NORTH WEALTH SERVICES LLC |
| 0.97% | 0.7% | #8 | $3.0M | 48,935 | $1.9M | 44,178 | +4,757+10.77% | Add |
| NorthRock Partners, LLC |
| 0.04% | 0.03% | #40 | $2.9M | 47,878 | $2.1M | 47,260 | +618+1.31% | Add |
| Aprio Wealth Management, LLC |
| 0.14% | 0.13% | #22 | $2.9M | 47,456 | $2.3M | 52,648 | -5,192-9.86% | Reduce |
| CROSSPOINT FINANCIAL, LLC |
| 6.49% | 5.52% | #1 | $2.8M | 46,680 | $2.2M | 50,359 | -3,679-7.31% | Reduce |
| AE Wealth Management LLC |
| 0.01% | 0.01% | #64 | $2.8M | 46,046 | $1.6M | 36,759 | +9,287+25.26% | Add |
| Janney Montgomery Scott LLC |
| 0.01% | 0.01% | #80 | $2.8M | 45,920 | $2.1M | 47,739 | -1,819-3.81% | Reduce |
| Lido Advisors, LLC |
| 0.01% | 0.01% | #72 | $2.7M | 44,869 | $1.7M | 38,566 | +6,303+16.34% | Add |
| Gladstone Institutional Advisory LLC |
| 0.08% | 0.06% | #31 | $2.7M | 44,196 | $1.7M | 39,364 | +4,832+12.28% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #88 | $2.5M | 40,957 | $1.9M | 44,119 | -3,162-7.17% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #92 | $2.3M | 37,719 | $2.2M | 49,552 | -11,833-23.88% | Reduce |
| RAINIER FAMILY WEALTH INC |
| 1.22% | 0.97% | #5 | $2.1M | 35,395 | $1.5M | 33,222 | +2,173+6.54% | Add |
| Stenham Asset Management Ltd |
| 1.42% | 0.5% | #3 | $2.0M | 32,723 | $1.0M | 23,559 | +9,164+38.90% | Add |
| Private Advisor Group, LLC |
| 0.01% | 0.01% | #71 | $1.9M | 32,085 | $1.4M | 31,291 | +794+2.54% | Add |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC |
| 1.02% | 0.82% | #7 | $1.9M | 31,692 | $1.6M | 31,392 | +300+0.96% | Add |
| GTS SECURITIES LLC |
| 0.04% | 0.02% | #41 | $1.9M | 30,652 | $497,610 | 11,400 | +19,252+168.88% | Add |
| Baird Financial Group, Inc. |
| <0.01% | <0.01% | #95 | $1.8M | 30,152 | $1.3M | 29,315 | +837+2.86% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #110 | $1.8M | 29,994 | $1.9M | 43,352 | -13,358-30.81% | Reduce |
| Csenge Advisory Group |
| 0.07% | 0.06% | #35 | $1.7M | 28,285 | $1.2M | 28,257 | +28+0.10% | Add |
| Crescent Grove Advisors, LLC |
| 0.14% | 0.12% | #23 | $1.7M | 28,030 | $1.2M | 28,336 | -306-1.08% | Reduce |
| Kassira Wealth Management LLC |
| 1.28% | 1.04% | #4 | $1.6M | 26,368 | $1.1M | 25,954 | +414+1.60% | Add |
| Solutions 4 Wealth, Ltd |
| 1.7% | 1.43% | #2 | $1.3M | 21,712 | $947,611 | 21,709 | +3+0.01% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #89 | $1.3M | 20,791 | $957,000 | 21,920 | -1,129-5.15% | Reduce |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #93 | $1.3M | 20,705 | $854,259 | 19,571 | +1,134+5.79% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #163 | $1.2M | 19,586 | $6.0M | 136,358 | -116,772-85.64% | Reduce |
| Wealthcare Advisory Partners LLC |
| 0.02% | 0.02% | #53 | $1.2M | 19,126 | $854,458 | 19,575 | -449-2.29% | Reduce |
| TITLEIST ASSET MANAGEMENT, LLC |
| 0.08% | 0.05% | #32 | $1.1M | 18,689 | $726,292 | 16,639 | +2,050+12.32% | Add |
| Krilogy Financial LLC |
| 0.03% | 0.03% | #46 | $1.1M | 18,250 | $825,853 | 17,864 | +386+2.16% | Add |
| DARA CAPITAL US, INC. |
| 0.72% | 0.71% | #9 | $1.0M | 17,115 | $747,069 | 17,115 | 00.00% | Unchanged |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #148 | $1.0M | 16,874 | $974,521 | 22,326 | -5,452-24.42% | Reduce |
| NAPLES GLOBAL ADVISORS, LLC |
| 0.06% | 0.05% | #37 | $941,309 | 15,505 | $698,619 | 16,005 | -500-3.12% | Reduce |
| Creative Planning |
| <0.01% | <0.01% | #141 | $924,560 | 15,229 | $646,620 | 14,814 | +415+2.80% | Add |
| Ellis Investment Partners, LLC |
| 0.14% | 0.11% | #25 | $920,383 | 15,160 | $660,424 | 15,129 | +31+0.20% | Add |
| Stonehage Fleming Financial Services Holdings Ltd |
| 0.03% | 0.02% | #47 | $910,649 | 15,000 | $654,750 | 15,000 | 00.00% | Unchanged |
| POM Investment Strategies, LLC |
| 1.03% | 0.4% | #6 | $909,828 | 14,986 | $322,530 | 7,389 | +7,597+102.81% | Add |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #84 | $892,974 | 14,709 | $647,242 | 14,828 | -119-0.80% | Reduce |
| PACIFIC SUN FINANCIAL CORP |
| 0.35% | 0.29% | #14 | $858,439 | 14,140 | $598,572 | 13,713 | +427+3.11% | Add |
| Visionary Wealth Advisors |
| 0.03% | 0.02% | #45 | $839,316 | 13,825 | $552,739 | 12,663 | +1,162+9.18% | Add |
