| LPL Financial LLC |
| 0.02% | 0.03% | #38 | $90.9M | 3.5M | $112.1M | 4.4M | -814,806-18.69% | Reduce |
| Envestnet Portfolio Solutions, Inc. |
| 0.43% | 0.53% | #10 | $89.6M | 3.5M | $95.7M | 3.7M | -227,621-6.12% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.02% | 0.02% | #41 | $66.9M | 2.6M | $75.1M | 2.9M | -312,241-10.69% | Reduce |
| Aspire Private Capital, LLC |
| 4.52% | 5.2% | #3 | $21.8M | 851,703 | $23.1M | 896,592 | -44,889-5.01% | Reduce |
| NewEdge Advisors, LLC |
| 0.06% | 0.08% | #23 | $21.8M | 848,331 | $21.9M | 851,455 | -3,124-0.37% | Reduce |
| Cerity Partners LLC |
| 0.02% | 0.02% | #40 | $13.5M | 525,658 | $15.9M | 619,792 | -94,134-15.19% | Reduce |
| Raleigh Capital Management Inc. |
| 4.02% | 4.61% | #5 | $12.6M | 490,557 | $13.3M | 519,004 | -28,447-5.48% | Reduce |
| HighTower Advisors, LLC |
| 0.01% | 0.01% | #47 | $10.6M | 413,378 | $11.0M | 427,008 | -13,630-3.19% | Reduce |
| Hibernia Wealth Partners, LLC |
| 5.68% | 5.77% | #1 | $10.5M | 409,212 | $19.5M | 759,071 | -349,859-46.09% | Reduce |
| PARK AVENUE SECURITIES LLC |
| 0.06% | 0.09% | #22 | $10.4M | 404,902 | $12.1M | 468,814 | -63,912-13.63% | Reduce |
| LANDMARK WEALTH MANAGEMENT, INC. |
| 2.45% | 3.71% | #6 | $7.4M | 288,333 | $9.8M | 382,677 | -94,344-24.65% | Reduce |
| PRINCIPAL SECURITIES, INC. |
| 0.06% | 0.04% | #25 | $4.8M | 187,354 | $2.4M | 94,680 | +92,674+97.88% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #49 | $3.7M | 143,413 | $3.6M | 140,080 | +3,333+2.38% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #60 | $3.6M | 139,779 | $4.1M | 160,594 | -20,815-12.96% | Reduce |
| HARBOUR INVESTMENTS, INC. |
| 0.04% | 0.05% | #31 | $3.0M | 116,908 | $3.1M | 121,367 | -4,459-3.67% | Reduce |
| AXXCESS WEALTH MANAGEMENT, LLC |
| 0.05% | 0.15% | #28 | $2.9M | 114,438 | $4.6M | 178,608 | -64,170-35.93% | Reduce |
| LOCKERMAN FINANCIAL GROUP, INC. |
| 4.45% | 4.79% | #4 | $2.9M | 113,529 | $2.7M | 103,473 | +10,056+9.72% | Add |
| AE Wealth Management LLC |
| 0.01% | 0.02% | #44 | $2.7M | 106,457 | $3.4M | 133,883 | -27,426-20.49% | Reduce |
| NOVUS ADVISORS, LLC |
| 4.83% | 7.2% | #2 | $2.3M | 90,314 | $3.2M | 125,147 | -34,833-27.83% | Reduce |
| Signal Advisors Wealth, LLC |
| 0.1% | 0.26% | #19 | $2.0M | 76,542 | $3.8M | 146,260 | -69,718-47.67% | Reduce |
| Legacy Wealth Partners, LLC |
| 0.44% | 0.6% | #8 | $2.0M | 76,205 | $2.4M | 92,538 | -16,333-17.65% | Reduce |
| International Private Wealth Advisors LLC |
| 0.95% | 1.33% | #7 | $1.8M | 71,825 | $2.2M | 84,750 | -12,925-15.25% | Reduce |
| Founders Financial Alliance, LLC |
| 0.24% | — | #13 | $1.8M | 69,169 | $0 | 0 | +69,169 | New Buy |
| Sanctuary Advisors, LLC |
| 0.01% | 0.01% | #48 | $1.7M | 67,380 | $1.5M | 58,963 | +8,417+14.28% | Add |
| Valtinson Bruner Financial Planning LLC |
| 0.43% | 0.41% | #11 | $1.7M | 66,154 | $1.5M | 58,441 | +7,713+13.20% | Add |
| Argent Trust Co |
| 0.04% | 0.05% | #32 | $1.3M | 50,125 | $1.4M | 53,184 | -3,059-5.75% | Reduce |
| CreativeOne Wealth, LLC |
| 0.02% | 0.06% | #36 | $1.1M | 44,545 | $2.6M | 100,370 | -55,825-55.62% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #53 | $927,735 | 36,169 | $494,000 | 19,223 | +16,946+88.15% | Add |
| Global Assets Advisory, LLC |
| 0.01% | 0.01% | #42 | $831,740 | 31,990 | $817,345 | 31,990 | 00.00% | Unchanged |
| Balboa Wealth Partners |
| 0.1% | 0.39% | #18 | $759,779 | 29,621 | $2.3M | 90,388 | -60,767-67.23% | Reduce |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| 0.04% | 0.03% | #33 | $755,906 | 29,470 | $548,222 | 21,315 | +8,155+38.26% | Add |
| World Investment Advisors |
| 0.01% | 0.01% | #45 | $722,815 | 28,177 | $612,964 | 23,832 | +4,345+18.23% | Add |
| GeoWealth Management, LLC |
| 0.02% | 0.03% | #37 | $667,608 | 26,028 | $892,939 | 34,718 | -8,690-25.03% | Reduce |
| WealthPoint Financial, LLC |
| 0.43% | 0.78% | #9 | $596,593 | 23,259 | $936,439 | 36,409 | -13,150-36.12% | Reduce |
| Balefire, LLC |
| 0.09% | 0.12% | #20 | $584,204 | 22,776 | $647,089 | 25,159 | -2,383-9.47% | Reduce |
| Independent Advisor Alliance |
| 0.01% | <0.01% | #43 | $547,178 | 21,332 | $386,470 | 15,026 | +6,306+41.97% | Add |
| Global Financial Private Client, LLC |
| 0.13% | 0.25% | #16 | $492,608 | 19,205 | $753,982 | 29,315 | -10,110-34.49% | Reduce |
| Stratos Wealth Partners, LTD. |
| <0.01% | 0.01% | #51 | $472,621 | 18,425 | $446,112 | 17,344 | +1,081+6.23% | Add |
| Worth Financial Advisory Group, LLC |
| 0.17% | — | #15 | $400,627 | 15,619 | $0 | 0 | +15,619 | New Buy |
| NWAM LLC |
| 0.02% | 0.02% | #39 | $399,114 | 15,560 | $279,911 | 10,883 | +4,677+42.98% | Add |
| FSA Advisors, Inc. |
| 0.17% | 0.29% | #14 | $370,466 | 14,443 | $436,102 | 16,956 | -2,513-14.82% | Reduce |
| October Effect Ltd |
| 0.32% | 0.38% | #12 | $337,682 | 13,165 | $329,345 | 12,805 | +360+2.81% | Add |
| Quadcap Wealth Management, LLC |
| 0.03% | 0.05% | #34 | $327,551 | 12,770 | $416,149 | 16,180 | -3,410-21.08% | Reduce |
| Kelly Financial Services LLC |
| 0.07% | 0.1% | #21 | $326,700 | 12,737 | $426,200 | 16,571 | -3,834-23.14% | Reduce |
| Arete Wealth Advisors, LLC |
| 0.01% | — | #46 | $314,289 | 12,253 | $0 | 0 | +12,253 | New Buy |
| MSH Capital Advisors LLC |
| 0.05% | 0.06% | #27 | $276,456 | 10,778 | $277,210 | 10,778 | 00.00% | Unchanged |
| Empirical Asset Management, LLC |
| 0.06% | 0.08% | #24 | $275,056 | 10,723 | $289,526 | 11,257 | -534-4.74% | Reduce |
| Triumph Capital Management |
| 0.05% | 0.05% | #29 | $257,526 | 10,040 | $222,607 | 8,655 | +1,385+16.00% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #71 | $249,503 | 9,727 | $331,485 | 12,722 | -2,995-23.54% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | — | #70 | $248,343 | 9,682 | $0 | 0 | +9,682 | New Buy |
