| ASSETMARK, INC |
| 0.03% | 0.03% | #86 | $16.4M | 291,065 | $14.0M | 271,086 | +19,979+7.37% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #140 | $15.2M | 269,545 | $15.4M | 297,802 | -28,257-9.49% | Reduce |
| Wealthcare Advisory Partners LLC |
| 0.26% | 0.24% | #19 | $13.9M | 245,697 | $12.2M | 234,971 | +10,726+4.56% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #118 | $11.3M | 199,452 | $9.8M | 189,071 | +10,381+5.49% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #148 | $10.4M | 183,714 | $8.2M | 158,662 | +25,052+15.79% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #112 | $10.0M | 177,108 | $8.3M | 159,951 | +17,157+10.73% | Add |
| MBL Wealth, LLC |
| 0.57% | 0.63% | #8 | $8.4M | 148,704 | $8.3M | 160,460 | -11,756-7.33% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #121 | $6.9M | 121,769 | $6.5M | 125,640 | -3,871-3.08% | Reduce |
| REAP Financial Group, LLC |
| 1.17% | 1.25% | #2 | $6.9M | 121,677 | $6.4M | 122,730 | -1,053-0.86% | Reduce |
| Legacy Capital Wealth Partners, LLC |
| 1.25% | 1.23% | #1 | $6.7M | 118,084 | $6.0M | 115,300 | +2,784+2.41% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #157 | $5.2M | 91,941 | $5.3M | 101,553 | -9,612-9.47% | Reduce |
| Synergy Asset Management, LLC |
| 0.48% | 0.75% | #11 | $5.1M | 89,954 | $7.1M | 136,824 | -46,870-34.26% | Reduce |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #120 | $4.7M | 83,267 | $3.7M | 71,139 | +12,128+17.05% | Add |
| Ignite Planners, LLC |
| 0.62% | 0.67% | #7 | $4.5M | 79,897 | $4.3M | 83,345 | -3,448-4.14% | Reduce |
| Kestra Advisory Services, LLC |
| 0.01% | 0.02% | #110 | $4.3M | 75,829 | $5.8M | 112,826 | -36,997-32.79% | Reduce |
| Regal Investment Advisors LLC |
| 0.22% | 0.24% | #24 | $4.1M | 73,340 | $4.2M | 81,790 | -8,450-10.33% | Reduce |
| Keystone Wealth Services, LLC |
| 0.53% | 0.57% | #9 | $2.9M | 50,759 | $2.7M | 51,310 | -551-1.07% | Reduce |
| STEPHENS INC /AR/ |
| 0.03% | 0.03% | #85 | $2.6M | 45,786 | $2.4M | 47,066 | -1,280-2.72% | Reduce |
| Ameritas Advisory Services, LLC |
| 0.05% | 0.03% | #65 | $2.5M | 44,969 | $842,354 | 16,267 | +28,702+176.44% | Add |
| Sage Capital Advisors,llc |
| 0.49% | 0.5% | #10 | $2.4M | 41,993 | $2.2M | 42,023 | -30-0.07% | Reduce |
| NewEdge Advisors, LLC |
| 0.01% | 0.01% | #130 | $2.1M | 37,718 | $2.0M | 38,158 | -440-1.15% | Reduce |
| SMART Wealth LLC |
| 0.45% | 0.92% | #12 | $2.1M | 37,007 | $3.2M | 60,980 | -23,973-39.31% | Reduce |
| Steward Partners Investment Advisory, LLC |
| 0.01% | 0.01% | #119 | $2.0M | 34,806 | $1.9M | 36,142 | -1,336-3.70% | Reduce |
| Integrated Advisors Network LLC |
| 0.09% | 0.09% | #44 | $2.0M | 34,687 | $1.8M | 33,797 | +890+2.63% | Add |
| Fragasso Financial Advisors Inc |
| 0.1% | 0.11% | #42 | $1.9M | 34,351 | $1.8M | 34,405 | -54-0.16% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #167 | $1.9M | 33,625 | $1.7M | 32,565 | +1,060+3.26% | Add |
| Icon Wealth Advisors, LLC |
| 0.11% | 0.12% | #39 | $1.8M | 32,291 | $1.8M | 32,731 | -440-1.34% | Reduce |
| First Heartland Consultants, Inc. |
| 0.12% | 0.13% | #38 | $1.8M | 32,080 | $1.7M | 32,267 | -187-0.58% | Reduce |
| Sloy Dahl & Holst, LLC |
| 0.21% | 0.22% | #25 | $1.7M | 30,585 | $1.6M | 30,585 | 00.00% | Unchanged |
| FOUNDERS FINANCIAL SECURITIES LLC |
| 0.09% | 0.09% | #45 | $1.7M | 30,359 | $1.5M | 28,803 | +1,556+5.40% | Add |
| 1ST SOURCE BANK |
| 0.08% | 0.08% | #52 | $1.7M | 29,858 | $1.6M | 31,393 | -1,535-4.89% | Reduce |
| Accel Wealth Management |
| 0.38% | 0.43% | #15 | $1.7M | 29,589 | $1.7M | 32,202 | -2,613-8.11% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.01% | 0.01% | #123 | $1.6M | 29,122 | $1.5M | 29,259 | -137-0.47% | Reduce |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #147 | $1.6M | 28,764 | $1.6M | 31,240 | -2,476-7.93% | Reduce |
| BEACON FINANCIAL GROUP |
| 0.14% | 0.14% | #34 | $1.5M | 26,481 | $1.4M | 26,659 | -178-0.67% | Reduce |
| Beacon Pointe Advisors, LLC |
| 0.01% | 0.01% | #128 | $1.5M | 26,378 | $1.4M | 26,428 | -50-0.19% | Reduce |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #145 | $1.5M | 25,698 | $1.4M | 26,128 | -430-1.65% | Reduce |
| Bleakley Financial Group, LLC |
| 0.02% | 0.02% | #100 | $1.4M | 25,030 | $1.3M | 25,030 | 00.00% | Unchanged |
| KINTRA WEALTH, LLC |
| 0.07% | 0.09% | #55 | $1.4M | 24,212 | $1.3M | 24,223 | -11-0.05% | Reduce |
| Integrity Financial Corp /WA |
| 0.63% | 0.69% | #6 | $1.3M | 23,315 | $1.4M | 26,721 | -3,406-12.75% | Reduce |
| Modern Wealth Management, LLC |
| 0.02% | 0.02% | #106 | $1.3M | 22,577 | $1.2M | 22,539 | +38+0.17% | Add |
| FWG Investments, LLC. |
| 0.65% | 0.77% | #5 | $1.2M | 21,657 | $1.2M | 23,278 | -1,621-6.96% | Reduce |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
| 0.15% | 0.16% | #33 | $1.2M | 21,366 | $1.1M | 21,366 | 00.00% | Unchanged |
| Wood Tarver Financial Group, LLC |
| 0.28% | 0.32% | #18 | $1.2M | 21,296 | $1.2M | 22,263 | -967-4.34% | Reduce |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #154 | $1.2M | 21,095 | $1.3M | 25,684 | -4,589-17.87% | Reduce |
| Mission Financial Group, LLC |
| 0.98% | 1.05% | #3 | $1.2M | 20,858 | $1.1M | 21,196 | -338-1.59% | Reduce |
| 1776 Wealth LLC |
| 0.41% | 0.42% | #14 | $1.2M | 20,671 | $1.1M | 20,671 | 00.00% | Unchanged |
| SILVER OAK SECURITIES, INCORPORATED |
| 0.07% | 0.07% | #59 | $1.1M | 19,495 | $1.0M | 19,495 | 00.00% | Unchanged |
| HARBOUR INVESTMENTS, INC. |
| 0.01% | 0.02% | #108 | $1.1M | 19,434 | $1.1M | 21,320 | -1,886-8.85% | Reduce |
| ERn Financial, LLC |
| 0.17% | 0.18% | #31 | $1.0M | 17,718 | $966,737 | 18,669 | -951-5.09% | Reduce |
