| LPL Financial LLC |
| <0.01% | <0.01% | #67 | $10.8M | 423,147 | $9.0M | 400,492 | +22,655+5.66% | Add |
| New England Private Wealth Advisors LLC |
| 1% | 1.02% | #4 | $10.3M | 410,877 | $8.8M | 390,515 | +20,362+5.21% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #66 | $9.1M | 353,867 | $7.8M | 344,252 | +9,615+2.79% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #72 | $8.4M | 326,100 | $6.9M | 306,699 | +19,401+6.33% | Add |
| AdvisorNet Financial, Inc |
| 0.38% | 0.33% | #11 | $8.3M | 323,208 | $6.3M | 281,423 | +41,785+14.85% | Add |
| Arete Wealth Advisors, LLC |
| 0.24% | 0.47% | #17 | $7.3M | 286,252 | $6.3M | 279,934 | +6,318+2.26% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #53 | $7.3M | 285,866 | $6.1M | 268,853 | +17,013+6.33% | Add |
| Columbus Macro, LLC |
| 0.68% | 0.62% | #6 | $7.0M | 273,615 | $5.8M | 258,051 | +15,564+6.03% | Add |
| XML Financial, LLC |
| 0.5% | 0.42% | #8 | $6.9M | 270,311 | $5.2M | 231,780 | +38,531+16.62% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #77 | $6.8M | 266,188 | $6.7M | 298,116 | -31,928-10.71% | Reduce |
| Private Capital Management, LLC |
| 0.55% | 0.48% | #7 | $6.2M | 243,252 | $4.8M | 213,837 | +29,415+13.76% | Add |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 0.05% | 0.06% | #31 | $4.9M | 190,181 | $5.0M | 222,393 | -32,212-14.48% | Reduce |
| Farther Finance Advisors, LLC |
| 0.03% | 0.04% | #37 | $3.7M | 144,815 | $4.2M | 181,791 | -36,976-20.34% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #59 | $3.5M | 135,375 | $3.0M | 130,868 | +4,507+3.44% | Add |
| Ares Financial Consulting, LLC |
| 1.89% | 1.99% | #1 | $2.7M | 105,934 | $2.5M | 110,502 | -4,568-4.13% | Reduce |
| SCOTIA CAPITAL INC. |
| 0.01% | 0.01% | #51 | $2.7M | 105,734 | $2.3M | 103,771 | +1,963+1.89% | Add |
| INDEPENDENT FINANCIAL GROUP, LLC |
| 0.05% | — | #32 | $2.6M | 100,949 | $0 | 0 | +100,949 | New Buy |
| Quattro Advisors LLC |
| 1.72% | 1.99% | #2 | $2.6M | 100,670 | $2.3M | 101,714 | -1,044-1.03% | Reduce |
| Visionary Wealth Advisors |
| 0.1% | 0.08% | #24 | $2.5M | 95,683 | $1.8M | 80,277 | +15,406+19.19% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #65 | $1.9M | 73,205 | $1.7M | 74,425 | -1,220-1.64% | Reduce |
| Commerce Advisors, LLC |
| 0.88% | 1.2% | #5 | $1.6M | 63,473 | $1.4M | 63,363 | +110+0.17% | Add |
| Thomas J. Herzfeld Advisors, Inc. |
| 0.49% | 0.5% | #10 | $1.6M | 62,053 | $1.5M | 64,610 | -2,557-3.96% | Reduce |
| 3EDGE Asset Management, LP |
| 0.07% | 0.07% | #25 | $1.6M | 61,164 | $1.3M | 59,835 | +1,329+2.22% | Add |
| Proficio Capital Partners LLC |
| 0.05% | 0.07% | #27 | $1.5M | 59,455 | $1.3M | 59,455 | 00.00% | Unchanged |
| Tactive Advisors, LLC |
| 0.34% | 0.33% | #12 | $1.4M | 54,387 | $1.2M | 51,980 | +2,407+4.63% | Add |
| Lido Advisors, LLC |
| <0.01% | <0.01% | #62 | $1.4M | 52,765 | $1.2M | 52,765 | 00.00% | Unchanged |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #64 | $1.4M | 52,709 | $979,000 | 43,398 | +9,311+21.45% | Add |
| Ausdal Financial Partners, Inc. |
| 0.05% | 0.05% | #30 | $1.3M | 51,633 | $1.2M | 51,933 | -300-0.58% | Reduce |
| NFSG Corp |
| 0.15% | 0.16% | #20 | $1.2M | 47,681 | $963,787 | 42,740 | +4,941+11.56% | Add |
| IHT Wealth Management, LLC |
| 0.03% | 0.02% | #41 | $1.2M | 47,468 | $1.1M | 47,300 | +168+0.36% | Add |
| Triumph Capital Management |
| 0.22% | 0.21% | #18 | $1.2M | 46,694 | $1.0M | 45,284 | +1,410+3.11% | Add |
| SHEETS SMITH WEALTH MANAGEMENT |
| 0.12% | 0.12% | #23 | $1.2M | 45,688 | $1.0M | 46,034 | -346-0.75% | Reduce |
| Chicago Partners Investment Group LLC |
| 0.02% | 0.02% | #43 | $1.1M | 44,771 | $1.1M | 45,150 | -379-0.84% | Reduce |
| Avior Wealth Management, LLC |
| 0.03% | 0.03% | #35 | $1.1M | 48,209 | $1.1M | 48,209 | 00.00% | Unchanged |
| PRINCIPAL SECURITIES, INC. |
| 0.01% | 0.01% | #49 | $1.0M | 40,315 | $822,241 | 36,463 | +3,852+10.56% | Add |
| Amplius Wealth Advisors, LLC |
| 0.05% | 0.05% | #28 | $740,002 | 28,861 | $640,007 | 28,382 | +479+1.69% | Add |
| J.W. COLE ADVISORS, INC. |
| 0.01% | 0.02% | #47 | $732,240 | 28,559 | $642,666 | 28,500 | +59+0.21% | Add |
| Adalta Capital Management LLC |
| 0.29% | 0.28% | #14 | $670,101 | 26,135 | $589,344 | 26,135 | 00.00% | Unchanged |
| MATHER GROUP, LLC. |
| 0.01% | 0.01% | #55 | $644,384 | 25,132 | $618,907 | 27,446 | -2,314-8.43% | Reduce |
| CSS LLC/IL |
| 0.02% | 0.03% | #42 | $632,641 | 24,674 | $556,399 | 24,674 | 00.00% | Unchanged |
| CARY STREET PARTNERS FINANCIAL LLC |
| 0.01% | 0.01% | #46 | $597,474 | 23,302 | $578,233 | 25,642 | -2,340-9.13% | Reduce |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #73 | $593,084 | 23,131 | $973,030 | 43,150 | -20,019-46.39% | Reduce |
| Bison Wealth, LLC |
| 0.05% | 0.05% | #29 | $574,803 | 22,541 | $522,647 | 20,806 | +1,735+8.34% | Add |
| Unified Investment Management |
| 0.5% | 0.49% | #9 | $540,742 | 21,090 | $475,380 | 21,081 | +9+0.04% | Add |
| Private Advisor Group, LLC |
| <0.01% | <0.01% | #70 | $478,395 | 18,658 | $371,042 | 16,454 | +2,204+13.39% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #82 | $456,775 | 17,815 | $396,362 | 17,577 | +238+1.35% | Add |
| QUANTIFY CHAOS ADVISORS, LLC |
| 1.17% | 1.14% | #3 | $415,179 | 16,193 | $365,144 | 16,193 | 00.00% | Unchanged |
| Fort Point Capital Partners LLC |
| 0.03% | — | #38 | $411,850 | 16,063 | $0 | 0 | +16,063 | New Buy |
| AQR CAPITAL MANAGEMENT LLC |
| <0.01% | <0.01% | #85 | $400,919 | 15,636 | $347,682 | 15,418 | +218+1.41% | Add |
| Advisor OS, LLC |
| 0.03% | 0.03% | #40 | $395,357 | 15,420 | $348,672 | 15,462 | -42-0.27% | Reduce |
