| MASECO LLP |
| 2.67% | 2.87% | #7 | $95.0M | 2.0M | $91.6M | 2.0M | +83,603+4.27% | Add |
| Verus Financial Partners, Inc. |
| 5.41% | 5.69% | #2 | $63.3M | 1.4M | $63.4M | 1.4M | +2,432+0.18% | Add |
| Financial Plan, Inc. |
| 4.09% | 4.27% | #4 | $43.2M | 926,710 | $39.8M | 851,252 | +75,458+8.86% | Add |
| Savant Capital, LLC |
| 0.12% | 0.4% | #36 | $40.7M | 874,275 | $82.6M | 1.8M | -889,750-50.44% | Reduce |
| Simplicity Wealth,LLC |
| 1.16% | 1.94% | #17 | $34.5M | 741,461 | $34.2M | 731,683 | +9,778+1.34% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #62 | $27.4M | 588,196 | $30.8M | 658,767 | -70,571-10.71% | Reduce |
| Creative Planning |
| 0.01% | 0.01% | #56 | $19.4M | 415,934 | $18.7M | 399,433 | +16,501+4.13% | Add |
| Pacific Life Fund Advisors LLC |
| 1.72% | 1.68% | #11 | $15.6M | 335,004 | $14.6M | 312,408 | +22,596+7.23% | Add |
| PARK AVENUE SECURITIES LLC |
| 0.09% | 0.1% | #41 | $14.1M | 302,623 | $12.7M | 270,922 | +31,701+11.70% | Add |
| Allworth Financial LP |
| 0.05% | 0.03% | #49 | $10.8M | 231,574 | $8.5M | 180,922 | +50,652+28.00% | Add |
| Werba Rubin Papier Wealth Management |
| 1.25% | 1.32% | #16 | $10.3M | 221,889 | $9.5M | 202,236 | +19,653+9.72% | Add |
| Fort Vancouver Investment Management, LLC |
| 4.54% | 4.22% | #3 | $9.7M | 208,610 | $8.3M | 177,514 | +31,096+17.52% | Add |
| Ferguson Johnson Wealth Management Inc |
| 6.73% | 7.28% | #1 | $9.2M | 198,305 | $9.0M | 191,720 | +6,585+3.43% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #76 | $9.1M | 195,046 | $3.1M | 65,649 | +129,397+197.10% | Add |
| Mattern Wealth Management LLC |
| 1.47% | 1.87% | #13 | $8.9M | 191,929 | $9.6M | 205,258 | -13,329-6.49% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #80 | $8.6M | 185,248 | $2.1M | 44,999 | +140,249+311.67% | Add |
| Strategic Blueprint, LLC |
| 0.39% | 0.45% | #25 | $7.9M | 168,913 | $7.7M | 163,583 | +5,330+3.26% | Add |
| LPL Financial LLC |
| <0.01% | 0.01% | #79 | $7.5M | 161,983 | $41.3M | 883,281 | -721,298-81.66% | Reduce |
| AMERICAN CENTURY COMPANIES INC |
| <0.01% | <0.01% | #75 | $6.8M | 146,090 | $6.1M | 130,082 | +16,008+12.31% | Add |
| Allodium Investment Consultants, LLC |
| 1.97% | 2% | #8 | $4.6M | 99,663 | $4.2M | 89,394 | +10,269+11.49% | Add |
| McCartney Wealth Management LLC |
| 3.43% | 3.67% | #5 | $4.5M | 97,038 | $4.4M | 93,028 | +4,010+4.31% | Add |
| Corient Private Wealth LLC |
| <0.01% | 0.01% | #73 | $4.3M | 92,805 | $3.9M | 83,429 | +9,376+11.24% | Add |
| MAIMON WEALTH MANAGEMENT LTD. |
| 3.11% | 3.25% | #6 | $4.1M | 88,580 | $3.5M | 74,180 | +14,400+19.41% | Add |
| ENDEAVOR PRIVATE WEALTH, INC. |
| 0.98% | 0.98% | #18 | $4.0M | 86,175 | $3.4M | 73,325 | +12,850+17.52% | Add |
| Plancorp, LLC |
| 0.1% | 0.11% | #39 | $4.0M | 85,675 | $4.0M | 85,675 | 00.00% | Unchanged |
| Trajan Wealth LLC |
| 0.14% | 0.16% | #34 | $3.7M | 79,569 | $3.9M | 82,348 | -2,779-3.37% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | — | #81 | $3.6M | 77,641 | $0 | 0 | +77,641 | New Buy |
| Focus Partners Advisor Solutions, LLC |
| 0.03% | 0.03% | #52 | $3.4M | 73,955 | $3.5M | 74,212 | -257-0.35% | Reduce |
| Navigoe, LLC |
| 1.75% | 1.65% | #10 | $3.3M | 71,760 | $2.8M | 59,698 | +12,062+20.21% | Add |
| CoreCap Advisors, LLC |
| 0.1% | 0.37% | #38 | $3.3M | 71,217 | $10.9M | 233,395 | -162,178-69.49% | Reduce |
| Cogent Private Wealth, Inc. |
| 1.95% | 2.01% | #9 | $3.1M | 66,881 | $2.8M | 59,559 | +7,322+12.29% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #71 | $3.1M | 66,437 | $2.9M | 62,229 | +4,208+6.76% | Add |
| Arcadia Wealth Management, Inc. |
| 1.45% | 1.54% | #14 | $3.0M | 65,336 | $2.8M | 60,810 | +4,526+7.44% | Add |
| B&D White Capital Company, LLC |
| 0.3% | 0.36% | #27 | $3.0M | 64,876 | $2.9M | 63,003 | +1,873+2.97% | Add |
| AXXCESS WEALTH MANAGEMENT, LLC |
| 0.05% | — | #48 | $2.9M | 63,157 | $0 | 0 | +63,157 | New Buy |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #65 | $2.9M | 61,935 | $2.3M | 49,565 | +12,370+24.96% | Add |
| Integrated Advisors Network LLC |
| 0.13% | 0.15% | #35 | $2.9M | 61,543 | $2.9M | 61,953 | -410-0.66% | Reduce |
| Tillman Hartley LLC |
| 0.58% | 0.48% | #22 | $2.6M | 56,430 | $1.9M | 40,850 | +15,580+38.14% | Add |
| Pacific Asset Management, LLC |
| 1.29% | 1.37% | #15 | $2.6M | 56,334 | $2.5M | 52,440 | +3,894+7.43% | Add |
| McMill Wealth Management |
| 0.52% | 0.63% | #23 | $2.4M | 50,578 | $2.4M | 50,578 | 00.00% | Unchanged |
| Approach Retirement Advisors, LLC |
| 1.57% | 1.77% | #12 | $2.2M | 46,438 | $2.1M | 45,404 | +1,034+2.28% | Add |
| Valued Wealth Advisors LLC |
| 0.65% | 1.01% | #21 | $1.8M | 38,403 | $2.5M | 53,409 | -15,006-28.10% | Reduce |
| Private Advisor Group, LLC |
| 0.01% | 0.01% | #60 | $1.8M | 37,849 | $1.2M | 25,405 | +12,444+48.98% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #85 | $1.6M | 34,808 | $275,044 | 5,877 | +28,931+492.27% | Add |
| Eaton-Cambridge Inc. |
| 0.44% | 0.49% | #24 | $1.6M | 33,742 | $1.6M | 33,742 | 00.00% | Unchanged |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #68 | $1.5M | 32,285 | $1.3M | 28,094 | +4,191+14.92% | Add |
| SC&H Financial Advisors, Inc. |
| 0.19% | 0.2% | #31 | $1.4M | 29,969 | $1.3M | 28,823 | +1,146+3.98% | Add |
| Beacon Pointe Advisors, LLC |
| 0.01% | — | #61 | $1.4M | 29,953 | $0 | 0 | +29,953 | New Buy |
| Factor Wealth Management LTD |
| 0.21% | 0.32% | #30 | $1.4M | 29,879 | $1.7M | 35,936 | -6,057-16.85% | Reduce |
| IFP Advisors, Inc |
| 0.02% | 0.03% | #53 | $1.2M | 25,609 | $1.2M | 26,174 | -565-2.16% | Reduce |
