| Lido Advisors, LLC |
| 0.31% | 0.33% | #16 | $114.2M | 2.1M | $107.5M | 2.2M | -49,557-2.26% | Reduce |
| Cerity Partners LLC |
| 0.03% | 0.02% | #48 | $27.7M | 519,837 | $17.1M | 348,558 | +171,279+49.14% | Add |
| Penserra Capital Management LLC |
| 0.2% | 0.24% | #23 | $26.0M | 487,968 | $20.8M | 425,357 | +62,611+14.72% | Add |
| COFG Advisors, LLC |
| 3.52% | 4.53% | #3 | $20.4M | 383,163 | $18.3M | 374,205 | +8,958+2.39% | Add |
| INTEGRAL INVESTMENT ADVISORS, INC. |
| 3.52% | 3.6% | #2 | $16.0M | 300,336 | $14.5M | 295,477 | +4,859+1.64% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #97 | $9.9M | 184,989 | $7.4M | 150,749 | +34,240+22.71% | Add |
| HighTower Advisors, LLC |
| 0.01% | 0.01% | #76 | $9.4M | 175,975 | $8.7M | 177,685 | -1,710-0.96% | Reduce |
| Macco Financial Group, Inc. |
| 4.89% | 4.18% | #1 | $7.5M | 141,289 | $5.5M | 112,569 | +28,720+25.51% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #80 | $6.6M | 123,925 | $5.3M | 108,621 | +15,304+14.09% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #102 | $5.8M | 108,092 | $4.0M | 82,152 | +25,940+31.58% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #82 | $4.8M | 89,415 | $4.5M | 92,598 | -3,183-3.44% | Reduce |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #90 | $4.3M | 79,878 | $3.8M | 78,503 | +1,375+1.75% | Add |
| Hardworking Capital Advisors, LLC |
| 3.26% | 3.67% | #4 | $4.0M | 74,926 | $3.9M | 79,985 | -5,059-6.32% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #104 | $3.8M | 70,910 | $3.5M | 71,843 | -933-1.30% | Reduce |
| My Personal CFO, LLC |
| 1.42% | 1.69% | #6 | $3.6M | 68,328 | $3.9M | 78,828 | -10,500-13.32% | Reduce |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ |
| 0.41% | 0.44% | #10 | $2.9M | 55,355 | $2.8M | 56,289 | -934-1.66% | Reduce |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
| 0.34% | 0.34% | #13 | $2.7M | 51,496 | $2.4M | 48,357 | +3,139+6.49% | Add |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #87 | $2.1M | 40,205 | $748,806 | 15,288 | +24,917+162.98% | Add |
| Benson Wealth Management INC |
| 2.08% | 2.61% | #5 | $2.1M | 38,843 | $1.9M | 39,018 | -175-0.45% | Reduce |
| Maltin Wealth Management, Inc. |
| 0.67% | 0.7% | #9 | $2.0M | 37,494 | $1.8M | 37,494 | 00.00% | Unchanged |
| Orion Porfolio Solutions, LLC |
| 0.01% | 0.01% | #65 | $1.9M | 35,356 | $1.6M | 32,774 | +2,582+7.88% | Add |
| HB Wealth Management, LLC |
| 0.01% | <0.01% | #73 | $1.9M | 34,779 | $749,443 | 15,301 | +19,478+127.30% | Add |
| Southland Equity Partners LLC |
| 0.29% | 0.31% | #18 | $1.6M | 30,908 | $1.6M | 32,146 | -1,238-3.85% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #91 | $1.6M | 30,034 | $1.6M | 32,633 | -2,599-7.96% | Reduce |
| TopTier Wealth Management, LLC |
| 0.91% | 0.92% | #7 | $1.5M | 28,432 | $1.5M | 30,541 | -2,109-6.91% | Reduce |
| Spire Wealth Management |
| 0.04% | 0.04% | #45 | $1.4M | 26,648 | $1.3M | 26,773 | -125-0.47% | Reduce |
| Kestra Advisory Services, LLC |
| <0.01% | 0.01% | #86 | $1.4M | 25,943 | $1.6M | 32,923 | -6,980-21.20% | Reduce |
| Sigma Planning Corp |
| 0.03% | 0.03% | #49 | $1.3M | 24,584 | $1.2M | 23,552 | +1,032+4.38% | Add |
| Lantz Financial LLC |
| 0.22% | 0.19% | #21 | $1.2M | 22,894 | $928,073 | 18,948 | +3,946+20.83% | Add |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #96 | $1.2M | 22,865 | $1.2M | 23,765 | -900-3.79% | Reduce |
| Valtinson Bruner Financial Planning LLC |
| 0.3% | 0.31% | #17 | $1.2M | 22,836 | $1.1M | 22,836 | 00.00% | Unchanged |
| SIGNATUREFD, LLC |
| 0.02% | 0.02% | #61 | $1.2M | 22,595 | $1.4M | 28,341 | -5,746-20.27% | Reduce |
| DHJJ Financial Advisors, Ltd. |
| 0.34% | 0.34% | #14 | $1.2M | 21,892 | $1.0M | 20,883 | +1,009+4.83% | Add |
| Snowden Capital Advisors LLC |
| 0.03% | 0.03% | #52 | $1.2M | 21,749 | $977,837 | 19,964 | +1,785+8.94% | Add |
| Brookstone Capital Management |
| 0.01% | 0.01% | #69 | $1.1M | 21,542 | $888,938 | 18,149 | +3,393+18.70% | Add |
| Atria Investments, Inc |
| 0.01% | 0.01% | #70 | $1.1M | 21,392 | $1.1M | 22,692 | -1,300-5.73% | Reduce |
| Berkshire Money Management, Inc. |
| 0.1% | 0.11% | #32 | $1.1M | 21,374 | $1.0M | 21,374 | 00.00% | Unchanged |
| World Investment Advisors |
| 0.02% | 0.02% | #60 | $1.1M | 21,546 | $1.2M | 23,865 | -2,319-9.72% | Reduce |
| Beacon Pointe Advisors, LLC |
| 0.01% | <0.01% | #84 | $1.1M | 20,992 | $834,965 | 17,047 | +3,945+23.14% | Add |
| HRT FINANCIAL LP |
| <0.01% | — | #98 | $1.0M | 19,248 | $0 | 0 | +19,248 | New Buy |
| FORONJY FINANCIAL LLC |
| 0.38% | 0.3% | #11 | $1.0M | 19,184 | $716,822 | 14,635 | +4,549+31.08% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #116 | $944,460 | 17,733 | $1.1M | 23,064 | -5,331-23.11% | Reduce |
| Strategic Blueprint, LLC |
| 0.05% | 0.05% | #43 | $931,198 | 17,484 | $866,358 | 17,688 | -204-1.15% | Reduce |
| City Center Advisors, LLC |
| 0.67% | 0.75% | #8 | $831,016 | 15,603 | $807,092 | 16,478 | -875-5.31% | Reduce |
| OLD MISSION CAPITAL LLC |
| 0.01% | <0.01% | #67 | $806,782 | 15,148 | $299,169 | 6,108 | +9,040+148.00% | Add |
| Outlook Wealth Advisors, LLC |
| 0.17% | 0.18% | #24 | $797,116 | 14,967 | $745,010 | 15,211 | -244-1.60% | Reduce |
| FSA Advisors, Inc. |
| 0.36% | 0.52% | #12 | $788,141 | 14,798 | $791,174 | 16,153 | -1,355-8.39% | Reduce |
| PRINCIPAL SECURITIES, INC. |
| 0.01% | 0.01% | #77 | $728,650 | 13,681 | $632,675 | 12,917 | +764+5.91% | Add |
| Ballast Rock Private Wealth LLC |
| 0.32% | 0.36% | #15 | $698,172 | 13,109 | $642,067 | 13,109 | 00.00% | Unchanged |
| XML Financial, LLC |
| 0.05% | 0.05% | #41 | $678,106 | 12,732 | $660,495 | 13,485 | -753-5.58% | Reduce |
