| FMR LLC |
| 0.14% | 0.14% | #161 | $3.25B | 78.7M | $2.69B | 74.8M | +3.9M+5.15% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.16% | 0.14% | #152 | $995.8M | 24.5M | $764.0M | 21.2M | +3.3M+15.46% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.31% | 0.27% | #115 | $589.0M | 14.5M | $436.5M | 12.1M | +2.3M+19.34% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.11% | 0.11% | #181 | $537.8M | 13.2M | $466.8M | 13.0M | +262,148+2.02% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.55% | 0.46% | #88 | $435.7M | 10.7M | $327.6M | 9.1M | +1.5M+16.60% | Add |
| LPL Financial LLC |
| 0.1% | 0.09% | #193 | $432.3M | 10.6M | $337.1M | 9.4M | +1.2M+12.71% | Add |
| HUNTINGTON NATIONAL BANK |
| 1.23% | 1.21% | #62 | $252.7M | 6.1M | $218.6M | 6.1M | +75,060+1.24% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.06% | 0.06% | #225 | $236.3M | 5.8M | $179.6M | 5.0M | +780,398+15.63% | Add |
| CITADEL ADVISORS LLC |
| 0.02% | <0.01% | #298 | $209.1M | 5.1M | $4.5M | 124,243 | +5.0M+3,992.00% | Add |
| KFG WEALTH MANAGEMENT, LLC |
| 20.83% | 19.65% | #1 | $184.5M | 4.4M | $152.0M | 4.2M | +234,070+5.57% | Add |
| OSAIC HOLDINGS, INC. |
| 0.21% | 0.16% | #137 | $180.5M | 4.4M | $111.1M | 3.1M | +1.3M+43.08% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.04% | 0.04% | #258 | $176.3M | 4.3M | $143.8M | 4.0M | +293,050+7.36% | Add |
| NewEdge Advisors, LLC |
| 0.48% | 0.26% | #94 | $161.7M | 3.9M | $73.2M | 2.0M | +1.8M+91.21% | Add |
| Fragasso Financial Advisors Inc |
| 8.51% | 8.42% | #6 | $159.9M | 3.8M | $139.7M | 3.8M | +12,281+0.32% | Add |
| Cetera Investment Advisers |
| 0.14% | 0.1% | #162 | $153.9M | 3.8M | $95.4M | 2.7M | +1.1M+42.25% | Add |
| Advance Capital Management, Inc. |
| 4.27% | — | #23 | $132.0M | 3.3M | $0 | 0 | +3.3M | New Buy |
| Kestra Advisory Services, LLC |
| 0.38% | 0.39% | #110 | $116.7M | 2.9M | $104.3M | 2.9M | -47,160-1.63% | Reduce |
| MORGAN STANLEY |
| 0.01% | <0.01% | #378 | $103.8M | 2.6M | $11.7M | 327,821 | +2.2M+681.22% | Add |
| HighTower Advisors, LLC |
| 0.09% | 0.07% | #203 | $88.4M | 2.1M | $70.6M | 1.9M | +172,011+8.82% | Add |
| EdgeRock Capital LLC |
| 19.2% | 18.85% | #2 | $83.0M | 2.0M | $69.7M | 1.9M | +62,155+3.24% | Add |
| Capital Analysts, LLC |
| 1.74% | 1.88% | #47 | $75.6M | 1.9M | $65.9M | 1.8M | +52,549+2.90% | Add |
| CITIGROUP INC |
| 0.02% | — | #299 | $72.2M | 1.8M | $0 | 0 | +1.8M | New Buy |
| SHP Wealth Management |
| 4.93% | 4.57% | #16 | $71.6M | 1.7M | $60.6M | 1.7M | +39,200+2.35% | Add |
| TWO SIGMA INVESTMENTS, LP |
| 0.05% | 0.02% | #245 | $70.1M | 1.7M | $23.2M | 638,900 | +1.1M+165.41% | Add |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #351 | $64.1M | 1.6M | $56.8M | 1.6M | -3,809-0.24% | Reduce |
| Richard P Slaughter Associates Inc |
| 11.28% | 10.1% | #5 | $57.5M | 1.4M | $46.7M | 1.3M | +117,690+9.05% | Add |
| Madison Wealth Partners, Inc |
| 6.78% | 7.11% | #10 | $53.2M | 1.3M | $44.6M | 1.2M | +72,806+5.88% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.11% | 0.1% | #182 | $52.6M | 1.3M | $36.4M | 1.0M | +279,942+27.61% | Add |
| GW HENSSLER & ASSOCIATES LTD |
| 2.19% | 2% | #41 | $49.1M | 1.2M | $42.4M | 1.2M | +31,460+2.67% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #421 | $48.8M | 1.2M | $40.6M | 1.2M | +25,302+2.19% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #411 | $47.9M | 1.2M | $38.0M | 1.1M | +112,943+10.72% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.07% | 0.02% | #216 | $43.6M | 1.0M | $10.6M | 291,142 | +746,050+256.25% | Add |
| VALLEY NATIONAL ADVISERS INC |
| 4.06% | 4.24% | #26 | $36.6M | 875,460 | $32.8M | 904,274 | -28,814-3.19% | Reduce |
| Stadion Money Management, LLC |
| 2.98% | 3.16% | #34 | $34.5M | 824,315 | $31.4M | 866,015 | -41,700-4.82% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.08% | 0.07% | #214 | $33.2M | 813,818 | $27.5M | 766,539 | +47,279+6.17% | Add |
| McNamara Financial Services, Inc. |
| 5.41% | 5.23% | #14 | $31.4M | 773,260 | $27.7M | 769,031 | +4,229+0.55% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #402 | $30.2M | 741,585 | $22.7M | 631,636 | +109,949+17.41% | Add |
| Equitable Holdings, Inc. |
| 0.18% | 0.14% | #142 | $30.0M | 735,231 | $22.0M | 595,366 | +139,865+23.49% | Add |
| LIFELONG WEALTH ADVISORS, INC. |
| 7.02% | 7.28% | #8 | $29.9M | 736,675 | $27.4M | 761,568 | -24,893-3.27% | Reduce |
| Sowa Financial Group, Inc. |
| 12.62% | 11.45% | #4 | $27.1M | 675,046 | $23.1M | 661,302 | +13,744+2.08% | Add |
| Kendall Capital Management |
| 4.51% | 0.24% | #21 | $27.1M | 666,866 | $1.2M | 32,043 | +634,823+1,981.16% | Add |
| Independence Financial Advisors, LLC |
| 6.98% | 10.41% | #9 | $26.9M | 671,110 | $34.7M | 993,502 | -322,392-32.45% | Reduce |
| ADAMSBROWN WEALTH CONSULTANTS LLC |
| 4.79% | 5.72% | #18 | $25.4M | 625,634 | $21.6M | 601,489 | +24,145+4.01% | Add |
| STIFEL FINANCIAL CORP |
| 0.02% | 0.01% | #315 | $23.7M | 572,123 | $11.0M | 303,686 | +268,437+88.39% | Add |
| Summit Financial Wealth Advisors, LLC |
| 3.01% | 2.81% | #33 | $23.5M | 579,236 | $19.8M | 551,758 | +27,478+4.98% | Add |
| Retirement Management Systems Inc. |
| 4.68% | 4.59% | #19 | $22.8M | 562,734 | $19.0M | 529,507 | +33,227+6.28% | Add |
| Duncan Williams Asset Management, LLC |
| 4.88% | — | #17 | $21.7M | 533,933 | $0 | 0 | +533,933 | New Buy |
| &PARTNERS |
| 0.09% | 0.08% | #200 | $21.6M | 500,817 | $16.5M | 456,792 | +44,025+9.64% | Add |
| Tyche Wealth Partners LLC |
| 3.04% | 2.98% | #32 | $21.6M | 532,786 | $19.3M | 536,815 | -4,029-0.75% | Reduce |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.03% | 0.03% | #271 | $21.5M | 534,556 | $16.7M | 477,196 | +57,360+12.02% | Add |
