| Penserra Capital Management LLC |
| 0.2% | 0.24% | #19 | $26.1M | 480,884 | $20.1M | 404,315 | +76,569+18.94% | Add |
| COFG Advisors, LLC |
| 3.37% | 4.44% | #2 | $19.5M | 359,409 | $18.0M | 361,324 | -1,915-0.53% | Reduce |
| INTEGRAL INVESTMENT ADVISORS, INC. |
| 3.49% | 3.54% | #1 | $15.9M | 292,075 | $14.2M | 285,983 | +6,092+2.13% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #63 | $11.9M | 218,958 | $9.9M | 199,450 | +19,508+9.78% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #72 | $9.5M | 175,380 | $6.6M | 133,715 | +41,665+31.16% | Add |
| Cerity Partners LLC |
| 0.01% | 0.01% | #74 | $9.0M | 165,516 | $8.1M | 162,034 | +3,482+2.15% | Add |
| HighTower Advisors, LLC |
| 0.01% | 0.01% | #77 | $8.9M | 162,974 | $8.2M | 164,710 | -1,736-1.05% | Reduce |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #90 | $5.5M | 101,257 | $5.0M | 99,966 | +1,291+1.29% | Add |
| ROTHSCHILD INVESTMENT LLC |
| 0.19% | 0.24% | #21 | $5.0M | 91,750 | $4.6M | 92,350 | -600-0.65% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | <0.01% | #81 | $4.6M | 83,725 | $254,617 | 5,093 | +78,632+1,543.92% | Add |
| Bellwether Advisors, LLC |
| 0.6% | 0.64% | #6 | $4.1M | 74,924 | $3.8M | 75,522 | -598-0.79% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #109 | $3.4M | 62,107 | $2.3M | 45,910 | +16,197+35.28% | Add |
| Janney Montgomery Scott LLC |
| 0.01% | 0.01% | #85 | $3.3M | 60,066 | $3.1M | 62,997 | -2,931-4.65% | Reduce |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
| 0.34% | 0.36% | #13 | $2.7M | 49,663 | $2.5M | 49,763 | -100-0.20% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #87 | $2.6M | 48,503 | $2.2M | 45,193 | +3,310+7.32% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #111 | $2.4M | 43,841 | $2.8M | 55,738 | -11,897-21.34% | Reduce |
| SIGNATUREFD, LLC |
| 0.03% | 0.03% | #52 | $2.3M | 42,034 | $2.1M | 42,034 | 00.00% | Unchanged |
| Wealthquest Corp |
| 0.14% | 0.15% | #28 | $2.2M | 41,183 | $2.1M | 41,690 | -507-1.22% | Reduce |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #83 | $2.2M | 39,869 | $1.8M | 35,331 | +4,538+12.84% | Add |
| My Personal CFO, LLC |
| 0.84% | 1.02% | #4 | $2.2M | 39,755 | $2.3M | 46,755 | -7,000-14.97% | Reduce |
| Spire Wealth Management |
| 0.07% | 0.07% | #40 | $2.2M | 39,712 | $2.0M | 40,887 | -1,175-2.87% | Reduce |
| Snowden Capital Advisors LLC |
| 0.05% | 0.05% | #46 | $2.1M | 39,130 | $1.9M | 39,130 | 00.00% | Unchanged |
| Lantz Financial LLC |
| 0.38% | 0.39% | #9 | $2.1M | 38,045 | $1.9M | 38,174 | -129-0.34% | Reduce |
| Stratos Wealth Advisors, LLC |
| 0.11% | 0.12% | #31 | $2.1M | 37,747 | $1.9M | 37,747 | 00.00% | Unchanged |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #112 | $2.0M | 37,222 | $2.1M | 43,186 | -5,964-13.81% | Reduce |
| FSA Advisors, Inc. |
| 0.92% | 1.21% | #3 | $2.0M | 37,132 | $1.8M | 36,875 | +257+0.70% | Add |
| Berkshire Money Management, Inc. |
| 0.17% | 0.18% | #23 | $1.8M | 34,038 | $1.7M | 34,856 | -818-2.35% | Reduce |
| Orion Porfolio Solutions, LLC |
| 0.01% | 0.01% | #64 | $1.8M | 33,585 | $1.5M | 30,759 | +2,826+9.19% | Add |
| GWN SECURITIES INC. |
| 0.29% | 0.05% | #16 | $1.7M | 31,971 | $268,501 | 5,404 | +26,567+491.62% | Add |
| Fragasso Financial Advisors Inc |
| 0.09% | 0.1% | #34 | $1.7M | 31,930 | $1.6M | 32,161 | -231-0.72% | Reduce |
| PRINCIPAL SECURITIES, INC. |
| 0.02% | 0.02% | #62 | $1.4M | 25,592 | $1.2M | 25,105 | +487+1.94% | Add |
| Cornerstone Wealth Group, LLC |
| 0.08% | 0.08% | #38 | $1.3M | 24,847 | $1.3M | 24,847 | 00.00% | Unchanged |
| BLAIR WILLIAM & CO/IL |
| <0.01% | <0.01% | #96 | $1.3M | 24,518 | $1.3M | 26,048 | -1,530-5.87% | Reduce |
| Brookstone Capital Management |
| 0.01% | 0.01% | #66 | $1.3M | 24,410 | $1.2M | 24,765 | -355-1.43% | Reduce |
| World Investment Advisors |
| 0.02% | 0.02% | #55 | $1.2M | 23,264 | $1.3M | 25,381 | -2,117-8.34% | Reduce |
| Beacon Pointe Advisors, LLC |
| 0.01% | 0.01% | #88 | $1.2M | 21,831 | $985,288 | 19,830 | +2,001+10.09% | Add |
| DHJJ Financial Advisors, Ltd. |
| 0.34% | 0.37% | #12 | $1.2M | 21,825 | $1.1M | 22,608 | -783-3.46% | Reduce |
| BCGM Wealth Management, LLC |
| 0.25% | 0.27% | #17 | $1.2M | 21,352 | $1.1M | 21,352 | 00.00% | Unchanged |
| OLD MISSION CAPITAL LLC |
| 0.02% | — | #57 | $1.2M | 21,340 | $0 | 0 | +21,340 | New Buy |
| Atria Investments, Inc |
| 0.01% | 0.01% | #73 | $1.1M | 20,181 | $1.1M | 21,435 | -1,254-5.85% | Reduce |
| FORONJY FINANCIAL LLC |
| 0.38% | 0.29% | #10 | $1.0M | 18,905 | $690,234 | 13,892 | +5,013+36.09% | Add |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #101 | $1.0M | 18,562 | $1.2M | 23,830 | -5,268-22.11% | Reduce |
| Commerce Advisors, LLC |
| 0.54% | 0.77% | #7 | $999,987 | 18,413 | $914,842 | 18,413 | 00.00% | Unchanged |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #120 | $964,630 | 17,755 | $88,159 | 1,811 | +15,944+880.40% | Add |
| Merit Financial Group, LLC |
| 0.01% | 0.01% | #89 | $900,297 | 16,577 | $823,640 | 16,577 | 00.00% | Unchanged |
| Cresset Asset Management, LLC |
| <0.01% | <0.01% | #97 | $890,412 | 16,395 | $814,597 | 16,395 | 00.00% | Unchanged |
| BCS Wealth Management |
| 0.16% | 0.17% | #25 | $885,960 | 16,313 | $853,603 | 17,180 | -867-5.05% | Reduce |
| City Center Advisors, LLC |
| 0.69% | 0.73% | #5 | $851,038 | 15,670 | $786,872 | 15,837 | -167-1.05% | Reduce |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ |
| 0.11% | 0.1% | #33 | $766,314 | 14,110 | $627,978 | 12,639 | +1,471+11.64% | Add |
| CoreCap Advisors, LLC |
| 0.02% | 0.02% | #54 | $746,925 | 13,753 | $629,915 | 12,678 | +1,075+8.48% | Add |
