| Brookstone Capital Management |
| 0.52% | 0.39% | #11 | $52.0M | 883,904 | $33.7M | 632,517 | +251,387+39.74% | Add |
| Penserra Capital Management LLC |
| 0.2% | 0.24% | #23 | $26.3M | 446,940 | $20.2M | 378,287 | +68,653+18.15% | Add |
| COFG Advisors, LLC |
| 4% | 5.22% | #1 | $23.2M | 393,947 | $21.1M | 395,548 | -1,601-0.40% | Reduce |
| Arax Advisory Partners |
| 0.11% | 0.02% | #34 | $16.7M | 284,327 | $591,324 | 11,088 | +273,239+2,464.28% | Add |
| INTEGRAL INVESTMENT ADVISORS, INC. |
| 3.52% | 3.53% | #2 | $16.0M | 271,186 | $14.2M | 265,894 | +5,292+1.99% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.02% | #69 | $14.6M | 248,556 | $14.0M | 262,262 | -13,706-5.23% | Reduce |
| HighTower Advisors, LLC |
| 0.01% | 0.01% | #87 | $9.5M | 160,757 | $8.5M | 159,458 | +1,299+0.81% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #88 | $7.8M | 132,057 | $6.9M | 128,839 | +3,218+2.50% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #91 | $7.6M | 129,078 | $7.6M | 142,534 | -13,456-9.44% | Reduce |
| Lido Advisors, LLC |
| 0.02% | 0.02% | #70 | $6.4M | 107,920 | $5.8M | 107,920 | 00.00% | Unchanged |
| Steward Partners Investment Advisory, LLC |
| 0.03% | 0.03% | #55 | $6.0M | 101,641 | $5.4M | 101,980 | -339-0.33% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #117 | $5.7M | 97,189 | $4.7M | 88,296 | +8,893+10.07% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #118 | $5.5M | 93,659 | $5.1M | 96,370 | -2,711-2.81% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #116 | $5.2M | 89,063 | $4.7M | 87,330 | +1,733+1.98% | Add |
| Janney Montgomery Scott LLC |
| 0.01% | 0.01% | #84 | $5.1M | 87,459 | $5.1M | 95,825 | -8,366-8.73% | Reduce |
| Maltin Wealth Management, Inc. |
| 1.67% | 1.73% | #3 | $5.0M | 84,977 | $4.5M | 84,977 | 00.00% | Unchanged |
| Crown Wealth Group, LLC |
| 1.25% | 1.4% | #4 | $4.9M | 83,622 | $4.8M | 89,474 | -5,852-6.54% | Reduce |
| Cerity Partners LLC |
| 0.01% | 0.01% | #96 | $4.3M | 73,252 | $3.9M | 72,477 | +775+1.07% | Add |
| DHJJ Financial Advisors, Ltd. |
| 1.11% | 1.16% | #5 | $3.8M | 65,282 | $3.5M | 65,916 | -634-0.96% | Reduce |
| EP Wealth Advisors, LLC |
| 0.01% | — | #76 | $3.4M | 57,913 | $0 | 0 | +57,913 | New Buy |
| GWN SECURITIES INC. |
| 0.51% | 0.61% | #12 | $3.1M | 51,950 | $3.2M | 60,148 | -8,198-13.63% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #123 | $2.7M | 45,919 | $3.8M | 70,881 | -24,962-35.22% | Reduce |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #106 | $2.6M | 44,617 | $2.4M | 44,667 | -50-0.11% | Reduce |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ |
| 0.36% | 0.38% | #14 | $2.6M | 44,173 | $2.4M | 44,380 | -207-0.47% | Reduce |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
| 0.31% | 0.33% | #16 | $2.5M | 42,614 | $2.3M | 42,446 | +168+0.40% | Add |
| My Personal CFO, LLC |
| 0.96% | 0.98% | #8 | $2.5M | 41,894 | $2.2M | 42,035 | -141-0.34% | Reduce |
| Bellwether Advisors, LLC |
| 0.34% | 0.35% | #15 | $2.3M | 38,480 | $2.1M | 38,480 | 00.00% | Unchanged |
| FSA Advisors, Inc. |
| 1.02% | 1.35% | #6 | $2.2M | 37,704 | $2.1M | 38,514 | -810-2.10% | Reduce |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #90 | $2.2M | 37,389 | $2.3M | 42,451 | -5,062-11.92% | Reduce |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #101 | $1.9M | 32,892 | $1.3M | 24,866 | +8,026+32.28% | Add |
| Schulz Wealth, LTD. |
| 0.98% | — | #7 | $1.9M | 32,130 | $0 | 0 | +32,130 | New Buy |
| Orion Porfolio Solutions, LLC |
| 0.01% | 0.01% | #73 | $1.8M | 31,024 | $1.6M | 29,621 | +1,403+4.74% | Add |
| CoreCap Advisors, LLC |
| 0.05% | 0.05% | #45 | $1.7M | 29,234 | $1.6M | 29,329 | -95-0.32% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #109 | $1.7M | 27,886 | $1.8M | 33,414 | -5,528-16.54% | Reduce |
| Arkadios Wealth Advisors |
| 0.02% | 0.02% | #65 | $1.6M | 26,485 | $1.3M | 23,919 | +2,566+10.73% | Add |
| Lantz Financial LLC |
| 0.27% | 0.28% | #19 | $1.5M | 25,161 | $1.4M | 25,346 | -185-0.73% | Reduce |
| Berkshire Money Management, Inc. |
| 0.12% | 0.13% | #33 | $1.4M | 23,219 | $1.2M | 23,219 | 00.00% | Unchanged |
| Beacon Pointe Advisors, LLC |
| 0.01% | 0.01% | #93 | $1.2M | 20,774 | $1.1M | 21,415 | -641-2.99% | Reduce |
| World Investment Advisors |
| 0.02% | 0.02% | #68 | $1.2M | 19,848 | $1.1M | 20,915 | -1,067-5.10% | Reduce |
| Spire Wealth Management |
| 0.03% | 0.03% | #53 | $1.1M | 18,732 | $1.0M | 18,841 | -109-0.58% | Reduce |
| Atria Investments, Inc |
| 0.01% | 0.01% | #81 | $1.1M | 18,685 | $1.1M | 19,833 | -1,148-5.79% | Reduce |
| Weaver Consulting Group |
| 0.22% | 0.24% | #20 | $1.1M | 18,493 | $986,244 | 18,493 | 00.00% | Unchanged |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #111 | $1.1M | 18,476 | $985,000 | 18,463 | +13+0.07% | Add |
| Snowden Capital Advisors LLC |
| 0.02% | 0.02% | #64 | $1.0M | 17,479 | $933,595 | 17,506 | -27-0.15% | Reduce |
| FORONJY FINANCIAL LLC |
| 0.38% | 0.29% | #13 | $1.0M | 17,465 | $688,170 | 12,904 | +4,561+35.35% | Add |
| Advisory Services Network, LLC |
| 0.01% | 0.01% | #82 | $939,271 | 15,955 | $850,880 | 15,955 | 00.00% | Unchanged |
| City Center Advisors, LLC |
| 0.69% | 0.72% | #9 | $846,551 | 14,380 | $778,831 | 14,604 | -224-1.53% | Reduce |
| Chris Bulman Inc |
| 0.3% | 0.34% | #17 | $826,359 | 14,037 | $772,057 | 14,477 | -440-3.04% | Reduce |
| Focus Financial Network, Inc. |
| 0.03% | 0.03% | #63 | $812,171 | 13,796 | $742,834 | 13,929 | -133-0.95% | Reduce |
| PCA Investment Advisory Services Inc. |
| 0.22% | 0.22% | #21 | $792,449 | 13,461 | $660,812 | 12,391 | +1,070+8.64% | Add |
