| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #26 | $42.7M | 1.3M | $42.2M | 1.3M | +8,062+0.62% | Add |
| Focus Partners Wealth |
| 0.03% | 0.03% | #18 | $25.2M | 777,098 | $24.5M | 760,502 | +16,596+2.18% | Add |
| Tradition Wealth Management, LLC |
| 1.03% | 1.11% | #4 | $16.9M | 520,567 | $15.6M | 483,136 | +37,431+7.75% | Add |
| BOYUM WEALTH ARCHITECTS LLC |
| 5.8% | 5.58% | #1 | $14.6M | 437,177 | $13.4M | 405,138 | +32,039+7.91% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.03% | 0.03% | #19 | $12.5M | 386,968 | $10.9M | 337,631 | +49,337+14.61% | Add |
| Mutual Advisors, LLC |
| 0.16% | 0.26% | #12 | $8.6M | 266,497 | $12.0M | 373,258 | -106,761-28.60% | Reduce |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| 0.04% | 0.06% | #15 | $7.8M | 241,237 | $9.3M | 289,390 | -48,153-16.64% | Reduce |
| MBL Wealth, LLC |
| 0.36% | 0.48% | #10 | $5.2M | 160,923 | $6.3M | 196,138 | -35,215-17.95% | Reduce |
| Ted Buchan & Co |
| 1.57% | 1.77% | #2 | $4.8M | 148,384 | $4.9M | 151,547 | -3,163-2.09% | Reduce |
| LAUREL OAK WEALTH MANAGEMENT, LLC |
| 0.66% | 0.55% | #6 | $4.5M | 139,884 | $3.3M | 102,487 | +37,397+36.49% | Add |
| CAHILL FINANCIAL ADVISORS INC |
| 0.43% | 0.47% | #8 | $4.5M | 138,718 | $4.3M | 133,736 | +4,982+3.73% | Add |
| Ausdal Financial Partners, Inc. |
| 0.17% | 0.19% | #11 | $4.3M | 131,828 | $4.3M | 132,967 | -1,139-0.86% | Reduce |
| Freedom Financial Partners LLC |
| 1.38% | 1.48% | #3 | $4.2M | 130,791 | $4.1M | 128,723 | +2,068+1.61% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #32 | $4.1M | 126,631 | $3.6M | 113,302 | +13,329+11.76% | Add |
| Capital Management Associates, Inc |
| 0.76% | 0.83% | #5 | $3.8M | 116,288 | $3.7M | 114,299 | +1,989+1.74% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #28 | $3.2M | 99,569 | $3.3M | 103,913 | -4,344-4.18% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #36 | $2.2M | 66,434 | $2.1M | 64,185 | +2,249+3.50% | Add |
| CARY STREET PARTNERS FINANCIAL LLC |
| 0.04% | — | #16 | $1.8M | 56,801 | $0 | 0 | +56,801 | New Buy |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | — | #27 | $1.6M | 47,050 | $0 | 0 | +47,050 | New Buy |
| BlackDiamond Wealth Management, LLC |
| 0.53% | 0.9% | #7 | $1.3M | 37,446 | $1.9M | 57,872 | -20,426-35.30% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | — | #40 | $904,008 | 27,905 | $0 | 0 | +27,905 | New Buy |
| MGO ONE SEVEN LLC |
| 0.01% | 0.01% | #22 | $562,037 | 17,349 | $561,388 | 17,429 | -80-0.46% | Reduce |
| Osbon Capital Management LLC |
| 0.42% | 0.59% | #9 | $536,267 | 16,553 | $725,037 | 22,510 | -5,957-26.46% | Reduce |
| AQR CAPITAL MANAGEMENT LLC |
| <0.01% | <0.01% | #37 | $517,006 | 15,959 | $513,234 | 15,934 | +25+0.16% | Add |
| IHT Wealth Management, LLC |
| 0.01% | 0.01% | #21 | $478,035 | 14,756 | $502,025 | 15,586 | -830-5.33% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #39 | $460,087 | 14,202 | $1.3M | 41,560 | -27,358-65.83% | Reduce |
| Jacobi Capital Management LLC |
| 0.02% | 0.02% | #20 | $456,160 | 14,081 | $441,701 | 13,713 | +368+2.68% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.01% | 0.01% | #25 | $413,985 | 12,778 | $419,686 | 13,016 | -238-1.83% | Reduce |
| Pinnacle Bancorp, Inc. |
| 0.1% | 0.11% | #13 | $372,553 | 11,500 | $370,415 | 11,500 | 00.00% | Unchanged |
| ELEVATION POINT WEALTH PARTNERS, LLC |
| 0.01% | — | #24 | $370,544 | 11,438 | $0 | 0 | +11,438 | New Buy |
| SYKON CAPITAL LLC |
| 0.08% | 0.71% | #14 | $272,903 | 8,424 | $2.1M | 66,586 | -58,162-87.35% | Reduce |
| Lifeworks Advisors, LLC |
| 0.03% | 0.03% | #17 | $269,728 | 8,326 | $268,180 | 8,326 | 00.00% | Unchanged |
| FLAGSHIP HARBOR ADVISORS, LLC |
| 0.01% | 0.01% | #23 | $223,103 | 6,887 | $281,675 | 8,745 | -1,858-21.25% | Reduce |
| Integrated Wealth Concepts LLC |
| <0.01% | 0.01% | #31 | $213,456 | 6,589 | $672,800 | 20,888 | -14,299-68.46% | Reduce |
| FIFTH THIRD BANCORP |
| <0.01% | <0.01% | #35 | $209,234 | 6,459 | $218,823 | 6,794 | -335-4.93% | Reduce |
| HUNTINGTON NATIONAL BANK |
| <0.01% | — | #34 | $120,319 | 3,714 | $0 | 0 | +3,714 | New Buy |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #33 | $117,792 | 3,636 | $44,385 | 1,378 | +2,258+163.86% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #41 | $32,956 | 1,021 | $12,625 | 400 | +621+155.25% | Add |
| Quent Capital, LLC |
| <0.01% | — | #29 | $23,098 | 713 | $0 | 0 | +713 | New Buy |
| MORGAN STANLEY |
| <0.01% | <0.01% | #42 | $6,252 | 193 | $455,158 | 13,282 | -13,089-98.55% | Reduce |
| Financial Perspectives, Inc |
| <0.01% | <0.01% | #30 | $5,334 | 165 | $5,303 | 165 | 00.00% | Unchanged |
| LANARK FINANCIAL, INC. |
| <0.01% | <0.01% | #38 | $1,619 | 50 | $1,610 | 50 | 00.00% | Unchanged |
