| HighTower Advisors, LLC |
| 0.07% | 0.07% | #14 | $74.1M | 1.4M | $67.3M | 1.4M | +3,256+0.24% | Add |
| Bluespring Wealth Management, LLC |
| 0.62% | 1.92% | #4 | $32.3M | 594,894 | $22.3M | 452,033 | +142,861+31.60% | Add |
| Team Financial Group, LLC |
| 6.58% | 8.21% | #1 | $15.5M | 285,798 | $18.1M | 366,309 | -80,511-21.98% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #44 | $10.8M | 198,528 | $11.2M | 226,175 | -27,647-12.22% | Reduce |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC |
| 2.63% | 5.2% | #2 | $10.4M | 192,415 | $17.7M | 358,110 | -165,695-46.27% | Reduce |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #49 | $7.5M | 139,075 | $7.9M | 160,802 | -21,727-13.51% | Reduce |
| Cetera Investment Advisers |
| <0.01% | 0.01% | #37 | $5.4M | 100,409 | $5.1M | 103,732 | -3,323-3.20% | Reduce |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.08% | 0.57% | #11 | $5.0M | 92,605 | $31.5M | 637,718 | -545,113-85.48% | Reduce |
| EVOLVE PRIVATE WEALTH, LLC |
| 0.27% | 0.21% | #8 | $4.5M | 82,649 | $3.9M | 79,527 | +3,122+3.93% | Add |
| NewEdge Advisors, LLC |
| 0.01% | 0.01% | #25 | $3.3M | 60,076 | $3.1M | 62,248 | -2,172-3.49% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #62 | $2.6M | 47,669 | $4.3M | 82,306 | -34,637-42.08% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #55 | $2.3M | 42,404 | $2.3M | 46,613 | -4,209-9.03% | Reduce |
| Allworth Financial LP |
| 0.01% | 0.01% | #29 | $2.0M | 37,215 | $1.9M | 37,774 | -559-1.48% | Reduce |
| Private Advisor Group, LLC |
| 0.01% | 0.01% | #28 | $1.9M | 34,736 | $1.8M | 37,278 | -2,542-6.82% | Reduce |
| Stratos Wealth Partners, LTD. |
| 0.02% | 0.02% | #19 | $1.8M | 32,290 | $1.6M | 32,296 | -6-0.02% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #61 | $1.7M | 30,885 | $612,954 | 12,413 | +18,472+148.81% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #52 | $1.5M | 28,500 | $1.5M | 30,431 | -1,931-6.35% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.01% | 0.01% | #34 | $1.4M | 26,377 | $1.8M | 35,554 | -9,177-25.81% | Reduce |
| TWO SIGMA INVESTMENTS, LP |
| <0.01% | <0.01% | #50 | $1.4M | 25,904 | $311,094 | 6,300 | +19,604+311.17% | Add |
| Archer Investment Management, LLC |
| 0.45% | 0.55% | #5 | $1.3M | 24,356 | $1.3M | 26,367 | -2,011-7.63% | Reduce |
| WCG Wealth Advisors LLC |
| 0.03% | 0.04% | #16 | $1.2M | 22,109 | $1.3M | 26,725 | -4,616-17.27% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #65 | $1.2M | 21,774 | $1.9M | 38,137 | -16,363-42.91% | Reduce |
| Merit Financial Group, LLC |
| 0.01% | 0.02% | #33 | $1.2M | 21,404 | $3.2M | 65,735 | -44,331-67.44% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #67 | $1.1M | 20,630 | $1.4M | 28,779 | -8,149-28.32% | Reduce |
| IHT Wealth Management, LLC |
| 0.02% | 0.02% | #18 | $950,854 | 17,530 | $717,699 | 14,534 | +2,996+20.61% | Add |
| WealthPoint Financial, LLC |
| 0.66% | 0.84% | #3 | $907,160 | 16,724 | $1.0M | 20,266 | -3,542-17.48% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #59 | $900,099 | 16,594 | $588,363 | 11,915 | +4,679+39.27% | Add |
| Summit Financial, LLC |
| 0.01% | 0.01% | #26 | $843,066 | 15,542 | $810,883 | 16,421 | -879-5.35% | Reduce |
| AXXCESS WEALTH MANAGEMENT, LLC |
| 0.01% | 0.02% | #20 | $828,399 | 15,272 | $754,131 | 15,272 | 00.00% | Unchanged |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #51 | $828,312 | 15,272 | $1.0M | 21,187 | -5,915-27.92% | Reduce |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #43 | $771,498 | 14,223 | $658,750 | 13,340 | +883+6.62% | Add |
| Modern Wealth Management, LLC |
| 0.01% | 0.01% | #27 | $769,756 | 14,191 | $700,568 | 14,144 | +47+0.33% | Add |
| United Advisor Group, LLC |
| 0.08% | 0.09% | #10 | $751,986 | 13,863 | $741,167 | 15,009 | -1,146-7.64% | Reduce |
| Beacon Financial Advisory LLC |
| 0.15% | 0.16% | #9 | $748,428 | 13,798 | $697,583 | 14,127 | -329-2.33% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #47 | $619,943 | 11,429 | $673,000 | 13,638 | -2,209-16.20% | Reduce |
| Keating Financial Advisory Services, Inc. |
| 0.08% | 0.29% | #12 | $593,463 | 10,941 | $1.8M | 36,315 | -25,374-69.87% | Reduce |
| COLUMBIA ADVISORY PARTNERS LLC |
| 0.33% | 0.35% | #6 | $589,487 | 10,868 | $554,753 | 11,234 | -366-3.26% | Reduce |
| Quantinno Capital Management LP |
| <0.01% | — | #56 | $483,359 | 8,911 | $0 | 0 | +8,911 | New Buy |
| TopTier Wealth Management, LLC |
| 0.29% | 0.27% | #7 | $481,237 | 8,872 | $437,902 | 8,868 | +4+0.05% | Add |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
| <0.01% | <0.01% | #66 | $471,155 | 8,686 | $428,915 | 8,686 | 00.00% | Unchanged |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #68 | $458,950 | 8,461 | $1.1M | 23,203 | -14,742-63.53% | Reduce |
| &PARTNERS |
| <0.01% | <0.01% | #45 | $429,537 | 7,919 | $594,586 | 12,031 | -4,112-34.18% | Reduce |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #70 | $406,172 | 7,488 | $318,155 | 6,443 | +1,045+16.22% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #57 | $390,850 | 7,205 | $390,970 | 7,917 | -712-8.99% | Reduce |
| WORLD EQUITY GROUP, INC. |
| 0.07% | 0.08% | #13 | $334,676 | 6,170 | $300,974 | 6,095 | +75+1.23% | Add |
| Financial Enhancement Group LLC |
| 0.04% | 0.04% | #15 | $314,981 | 5,807 | $296,047 | 5,752 | +55+0.96% | Add |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| <0.01% | 0.02% | #42 | $275,759 | 5,084 | $1.4M | 29,320 | -24,236-82.66% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #58 | $274,460 | 5,120 | $254,786 | 5,109 | +11+0.22% | Add |
| Lido Advisors, LLC |
| <0.01% | 0.1% | #53 | $273,900 | 5,048 | $33.3M | 673,645 | -668,597-99.25% | Reduce |
| Mutual Advisors, LLC |
| 0.01% | 0.01% | #36 | $269,054 | 4,960 | $244,955 | 4,961 | -1-0.02% | Reduce |
