| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.02% | #55 | $16.8M | 358,724 | $16.1M | 369,888 | -11,164-3.02% | Reduce |
| MinichMacGregor Wealth Management, LLC |
| 1.51% | 1.63% | #3 | $10.0M | 212,745 | $9.2M | 211,946 | +799+0.38% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #91 | $9.7M | 207,125 | $5.7M | 131,270 | +75,855+57.79% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #93 | $8.9M | 190,083 | $6.7M | 154,130 | +35,953+23.33% | Add |
| Hartford Financial Management Inc. |
| 1.7% | 1.79% | #2 | $7.6M | 162,249 | $7.0M | 161,461 | +788+0.49% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #73 | $6.8M | 145,038 | $6.0M | 138,693 | +6,345+4.57% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #72 | $5.3M | 113,974 | $4.8M | 111,359 | +2,615+2.35% | Add |
| REAP Financial Group, LLC |
| 0.79% | 0.92% | #4 | $4.6M | 99,211 | $4.7M | 106,919 | -7,708-7.21% | Reduce |
| Bluespring Wealth Management, LLC |
| 0.09% | — | #30 | $4.4M | 94,504 | $0 | 0 | +94,504 | New Buy |
| Horizon Investments, LLC |
| 0.04% | 0.07% | #40 | $3.9M | 83,232 | $6.3M | 145,260 | -62,028-42.70% | Reduce |
| FOUNDERS FINANCIAL SECURITIES LLC |
| 0.2% | 0.19% | #18 | $3.9M | 83,232 | $3.3M | 73,947 | +9,285+12.56% | Add |
| Kestra Advisory Services, LLC |
| 0.01% | 0.02% | #62 | $3.8M | 81,164 | $4.8M | 110,360 | -29,196-26.46% | Reduce |
| Sage Capital Advisors,llc |
| 0.6% | 0.62% | #7 | $2.9M | 61,759 | $2.7M | 61,794 | -35-0.06% | Reduce |
| Mariner, LLC |
| <0.01% | <0.01% | #87 | $2.8M | 59,938 | $2.7M | 62,590 | -2,652-4.24% | Reduce |
| Prosperity Consulting Group, LLC |
| 0.11% | 0.12% | #28 | $2.8M | 59,449 | $2.7M | 62,767 | -3,318-5.29% | Reduce |
| Mission Financial Group, LLC |
| 1.91% | 2.03% | #1 | $2.3M | 49,017 | $2.2M | 49,084 | -67-0.14% | Reduce |
| Ritter Daniher Financial Advisory LLC / DE |
| 0.34% | 0.39% | #14 | $2.2M | 47,252 | $2.3M | 53,385 | -6,133-11.49% | Reduce |
| HARBOUR INVESTMENTS, INC. |
| 0.03% | 0.03% | #49 | $2.0M | 43,194 | $1.9M | 42,931 | +263+0.61% | Add |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #82 | $1.9M | 41,618 | $1.9M | 42,685 | -1,067-2.50% | Reduce |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #83 | $1.8M | 39,361 | $1.4M | 32,559 | +6,802+20.89% | Add |
| LifeWealth Investments, LLC |
| 0.46% | 0.49% | #10 | $1.7M | 37,090 | $1.6M | 37,583 | -493-1.31% | Reduce |
| Wood Tarver Financial Group, LLC |
| 0.41% | 0.47% | #13 | $1.7M | 36,670 | $1.7M | 38,671 | -2,001-5.17% | Reduce |
| Ameritas Advisory Services, LLC |
| 0.03% | 0.03% | #47 | $1.6M | 33,696 | $694,706 | 15,951 | +17,745+111.25% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #104 | $1.5M | 31,896 | $1.4M | 31,688 | +208+0.66% | Add |
| Mutual Advisors, LLC |
| 0.03% | 0.03% | #50 | $1.4M | 29,054 | $1.3M | 29,462 | -408-1.38% | Reduce |
| Ignite Planners, LLC |
| 0.18% | 0.2% | #19 | $1.3M | 28,736 | $1.3M | 30,225 | -1,489-4.93% | Reduce |
| Foguth Wealth Management, LLC. |
| 0.15% | 0.16% | #25 | $1.3M | 28,584 | $1.4M | 28,962 | -378-1.31% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #110 | $1.3M | 28,133 | $1.6M | 36,589 | -8,456-23.11% | Reduce |
| Kovack Advisors, Inc. |
| 0.06% | 0.07% | #35 | $1.3M | 27,696 | $1.2M | 28,441 | -745-2.62% | Reduce |
| Nova Wealth Management, Inc. |
| 0.69% | 0.88% | #5 | $1.2M | 26,597 | $1.4M | 31,132 | -4,535-14.57% | Reduce |
| Grantvest Financial Group LLC |
| 0.66% | 0.71% | #6 | $1.1M | 24,434 | $1.1M | 25,273 | -839-3.32% | Reduce |
| Sowell Financial Services LLC |
| 0.04% | 0.04% | #43 | $1.1M | 23,675 | $1.0M | 23,441 | +234+1.00% | Add |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
| 0.05% | 0.06% | #37 | $1.1M | 23,537 | $1.0M | 23,537 | 00.00% | Unchanged |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #100 | $1.0M | 21,620 | $938,121 | 21,540 | +80+0.37% | Add |
| Integrity Financial Corp /WA |
| 0.46% | 0.48% | #11 | $963,555 | 20,568 | $955,847 | 21,947 | -1,379-6.28% | Reduce |
| CFC Planning Co LLC |
| 0.56% | 0.59% | #8 | $952,687 | 20,336 | $831,679 | 19,096 | +1,240+6.49% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #114 | $933,955 | 19,982 | $66,208 | 1,544 | +18,438+1,194.17% | Add |
| Atria Investments, Inc |
| 0.01% | 0.01% | #68 | $850,513 | 18,155 | $813,387 | 18,676 | -521-2.79% | Reduce |
| Camelot Portfolios, LLC |
| 0.53% | 0.6% | #9 | $839,773 | 17,926 | $812,364 | 18,653 | -727-3.90% | Reduce |
| SAGESPRING WEALTH PARTNERS, LLC |
| 0.01% | 0.01% | #63 | $797,107 | 17,015 | $792,176 | 18,189 | -1,174-6.45% | Reduce |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #103 | $749,454 | 15,998 | $706,892 | 16,231 | -233-1.44% | Reduce |
| TopTier Wealth Management, LLC |
| 0.44% | 0.42% | #12 | $733,113 | 15,649 | $681,553 | 15,649 | 00.00% | Unchanged |
| Integrated Wealth Concepts LLC |
| <0.01% | 0.01% | #84 | $711,845 | 15,195 | $661,780 | 15,195 | 00.00% | Unchanged |
| Strategic Blueprint, LLC |
| 0.03% | 0.04% | #44 | $699,337 | 14,928 | $619,665 | 14,228 | +700+4.92% | Add |
| Waverly Advisors, LLC |
| <0.01% | 0.01% | #81 | $662,421 | 14,140 | $670,926 | 15,405 | -1,265-8.21% | Reduce |
| RFG Advisory, LLC |
| 0.01% | 0.01% | #65 | $611,873 | 13,061 | $524,198 | 12,036 | +1,025+8.52% | Add |
| 1ST SOURCE BANK |
| 0.03% | 0.04% | #48 | $609,015 | 13,000 | $798,230 | 18,328 | -5,328-29.07% | Reduce |
| AlphaStar Capital Management, LLC |
| 0.03% | 0.04% | #45 | $529,281 | 11,298 | $492,056 | 11,298 | 00.00% | Unchanged |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #79 | $521,142 | 11,124 | $347,501 | 7,945 | +3,179+40.01% | Add |
| Tanglewood Legacy Advisors, LLC |
| 0.17% | 0.17% | #21 | $512,790 | 10,946 | $476,726 | 10,946 | 00.00% | Unchanged |
