| LPL Financial LLC |
| 0.2% | 0.14% | #86 | $896.4M | 27.2M | $527.1M | 17.9M | +9.3M+52.18% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.1% | 0.09% | #114 | $427.0M | 13.0M | $331.4M | 11.3M | +1.7M+15.16% | Add |
| Capital International Investors |
| 0.07% | 0.07% | #131 | $327.4M | 10.0M | $296.0M | 9.9M | +44,788+0.45% | Add |
| Capital Group Private Client Services, Inc. |
| 3.3% | 3.07% | #14 | $234.1M | 7.1M | $182.0M | 6.1M | +1.0M+16.54% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.04% | 0.02% | #169 | $223.1M | 6.8M | $108.9M | 3.7M | +3.1M+83.30% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.04% | 0.03% | #168 | $136.8M | 4.2M | $85.3M | 2.9M | +1.3M+45.14% | Add |
| Cetera Investment Advisers |
| 0.1% | 0.08% | #112 | $111.7M | 3.4M | $71.2M | 2.4M | +979,381+40.60% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.04% | 0.03% | #160 | $110.9M | 3.4M | $61.8M | 2.1M | +1.3M+59.88% | Add |
| OSAIC HOLDINGS, INC. |
| 0.11% | 0.09% | #107 | $96.6M | 2.9M | $60.0M | 2.0M | +894,721+43.92% | Add |
| Pathstone Holdings, LLC |
| 0.28% | 0.2% | #71 | $95.8M | 2.9M | $49.3M | 1.7M | +1.2M+72.98% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.04% | 0.04% | #161 | $82.7M | 2.5M | $63.7M | 2.2M | +363,085+16.88% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.09% | 0.09% | #118 | $72.8M | 2.2M | $61.5M | 2.1M | +127,055+6.09% | Add |
| STIFEL FINANCIAL CORP |
| 0.05% | 0.05% | #155 | $58.8M | 1.8M | $52.2M | 1.8M | +21,472+1.22% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.12% | 0.11% | #105 | $58.5M | 1.8M | $38.6M | 1.3M | +469,093+35.86% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.11% | 0.07% | #109 | $47.6M | 1.4M | $25.6M | 866,368 | +579,137+66.85% | Add |
| Merit Financial Group, LLC |
| 0.29% | 0.31% | #68 | $46.9M | 1.4M | $41.2M | 1.4M | +19,355+1.38% | Add |
| Janney Montgomery Scott LLC |
| 0.09% | 0.01% | #119 | $45.5M | 1.4M | $5.4M | 180,061 | +1.2M+666.19% | Add |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #234 | $43.2M | 1.3M | $28.8M | 977,463 | +333,001+34.07% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.06% | 0.06% | #139 | $40.7M | 1.2M | $35.6M | 1.2M | +24,415+2.02% | Add |
| SEI INVESTMENTS CO |
| 0.03% | 0.03% | #171 | $39.3M | 1.2M | $28.7M | 977,455 | +214,872+21.98% | Add |
| ASSETMARK, INC |
| 0.07% | 0.06% | #132 | $38.9M | 1.2M | $28.1M | 956,746 | +223,641+23.38% | Add |
| Kestra Advisory Services, LLC |
| 0.12% | 0.12% | #103 | $38.5M | 1.2M | $31.1M | 1.1M | +109,217+10.32% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.05% | 0.07% | #149 | $31.5M | 957,602 | $33.1M | 1.1M | -154,758-13.91% | Reduce |
| DMKC Advisory Services, LLC |
| 5.9% | 0.86% | #8 | $31.2M | 951,600 | $2.1M | 69,400 | +882,200+1,271.18% | Add |
| &PARTNERS |
| 0.12% | 0.11% | #104 | $29.5M | 892,563 | $22.0M | 745,351 | +147,212+19.75% | Add |
| BENJAMIN EDWARDS INC |
| 0.26% | 0.17% | #77 | $28.3M | 858,435 | $17.1M | 580,351 | +278,084+47.92% | Add |
| NewEdge Advisors, LLC |
| 0.08% | 0.08% | #121 | $28.0M | 848,666 | $22.3M | 758,614 | +90,052+11.87% | Add |
| Ergawealth Advisors, Inc. |
| 10.44% | 10.31% | #2 | $26.9M | 815,624 | $23.3M | 794,117 | +21,507+2.71% | Add |
| Souders Financial Advisors |
| 2.7% | 2.56% | #16 | $26.8M | 816,436 | $22.4M | 756,943 | +59,493+7.86% | Add |
| Valmark Advisers, Inc. |
| 0.28% | 0.17% | #72 | $26.1M | 792,426 | $14.5M | 489,360 | +303,066+61.93% | Add |
| Tribridge Partners Financial LLC |
| 10.17% | 9.8% | #3 | $25.9M | 783,414 | $23.7M | 793,969 | -10,555-1.33% | Reduce |
| Kestra Investment Management, LLC |
| 0.48% | 0.55% | #55 | $24.5M | 744,539 | $31.6M | 1.1M | -332,664-30.88% | Reduce |
| Baird Financial Group, Inc. |
| 0.03% | 0.01% | #174 | $23.2M | 705,096 | $8.5M | 285,462 | +419,634+147.00% | Add |
| Presper Financial Architects, LLC |
| 11.04% | 11.2% | #1 | $21.2M | 641,960 | $18.8M | 641,703 | +257+0.04% | Add |
| Compton Financial Group, LLC |
| 4.05% | 1.83% | #11 | $21.0M | 637,987 | $8.3M | 280,918 | +357,069+127.11% | Add |
| Envision Financial Planning, LLC |
| 6.82% | 6.78% | #6 | $21.0M | 639,031 | $18.7M | 628,948 | +10,083+1.60% | Add |
| J. Derek Lewis & Associates Inc. |
| 3.79% | 3.39% | #12 | $20.0M | 609,240 | $15.1M | 507,660 | +101,580+20.01% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #251 | $19.8M | 602,113 | $8.1M | 272,958 | +329,155+120.59% | Add |
| NATIXIS ADVISORS, LLC |
| 0.02% | 0.01% | #194 | $18.9M | 573,277 | $8.5M | 289,134 | +284,143+98.27% | Add |
| Main Line Retirement Advisors, LLC |
| 8.1% | 8.05% | #4 | $17.7M | 536,190 | $16.1M | 549,006 | -12,816-2.33% | Reduce |
| Clearstead Trust, LLC |
| 2.3% | 2.5% | #18 | $17.6M | 535,806 | $15.3M | 513,754 | +22,052+4.29% | Add |
| HighPoint Advisor Group LLC |
| 0.59% | 0.59% | #48 | $16.7M | 508,161 | $14.1M | 463,100 | +45,061+9.73% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.21% | 0.2% | #85 | $15.7M | 478,790 | $12.8M | 431,453 | +47,337+10.97% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.14% | 0.15% | #97 | $15.4M | 468,298 | $13.3M | 450,586 | +17,712+3.93% | Add |
| MACQUARIE GROUP LTD |
| 0.07% | — | #135 | $15.2M | 460,000 | $0 | 0 | +460,000 | New Buy |
| Strategic Blueprint, LLC |
| 0.76% | 0.77% | #41 | $15.1M | 458,668 | $13.2M | 449,631 | +9,037+2.01% | Add |
| Confluence Wealth Services, Inc. |
| 0.39% | 0.41% | #61 | $13.7M | 416,050 | $10.5M | 350,607 | +65,443+18.67% | Add |
| STEPHENS INC /AR/ |
| 0.15% | 0.15% | #95 | $13.3M | 404,504 | $11.6M | 396,342 | +8,162+2.06% | Add |
| KWB Wealth |
| 1.14% | 0.05% | #36 | $13.3M | 402,922 | $528,355 | 17,329 | +385,593+2,225.13% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.2% | 0.19% | #87 | $12.7M | 385,711 | $10.3M | 349,525 | +36,186+10.35% | Add |
