| Roehl & Yi Investment Advisors, LLC |
| 1.69% | 0.15% | #23 | $4.87B | 132,491 | $268,204 | 9,749 | +122,742+1,259.02% | Add |
| LPL Financial LLC |
| 0.07% | 0.07% | #139 | $297.0M | 8.1M | $245.9M | 7.4M | +759,861+10.30% | Add |
| Bank of New York Mellon Corp |
| 0.04% | 0.03% | #172 | $248.9M | 6.8M | $145.6M | 4.3M | +2.5M+57.17% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.05% | 0.05% | #158 | $182.1M | 5.0M | $151.7M | 4.6M | +434,652+9.54% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.07% | 0.05% | #135 | $177.6M | 4.9M | $108.5M | 3.3M | +1.6M+46.58% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.04% | 0.02% | #171 | $173.8M | 4.8M | $68.8M | 2.1M | +2.7M+131.53% | Add |
| Capital Group Private Client Services, Inc. |
| 2.22% | 1.94% | #15 | $157.3M | 4.3M | $114.9M | 3.4M | +863,387+25.07% | Add |
| OSAIC HOLDINGS, INC. |
| 0.17% | 0.16% | #91 | $148.7M | 4.1M | $108.4M | 3.3M | +817,441+25.07% | Add |
| Cetera Investment Advisers |
| 0.14% | 0.11% | #100 | $148.7M | 4.1M | $107.1M | 3.2M | +872,667+27.41% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.02% | 0.01% | #203 | $138.8M | 3.8M | $69.0M | 2.1M | +1.7M+84.56% | Add |
| ROYAL BANK OF CANADA |
| 0.02% | 0.02% | #207 | $136.4M | 3.7M | $125.9M | 3.8M | -34,116-0.91% | Reduce |
| MORGAN STANLEY |
| 0.01% | <0.01% | #242 | $109.0M | 3.0M | $57.9M | 1.7M | +1.2M+72.68% | Add |
| UBS Group AG |
| 0.01% | 0.01% | #221 | $105.0M | 2.9M | $87.9M | 2.6M | +257,851+9.92% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.1% | 0.09% | #118 | $78.0M | 2.1M | $63.8M | 1.9M | +221,229+11.55% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #246 | $73.5M | 2.0M | $57.8M | 1.7M | +288,901+16.90% | Add |
| Merit Financial Group, LLC |
| 0.43% | 0.47% | #55 | $71.0M | 1.9M | $63.5M | 1.9M | +41,262+2.17% | Add |
| Venturi Wealth Management, LLC |
| 2.56% | 2.66% | #14 | $66.0M | 1.8M | $59.1M | 1.7M | +47,369+2.71% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.03% | 0.03% | #189 | $53.7M | 1.5M | $52.1M | 1.5M | -85,924-5.55% | Reduce |
| MML INVESTORS SERVICES, LLC |
| 0.1% | 0.08% | #115 | $50.2M | 1.4M | $30.4M | 911,514 | +464,403+50.95% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.1% | 0.08% | #116 | $44.0M | 1.2M | $32.1M | 960,744 | +243,708+25.37% | Add |
| STIFEL FINANCIAL CORP |
| 0.04% | 0.03% | #179 | $43.2M | 1.2M | $36.6M | 1.1M | +87,873+8.05% | Add |
| Johnson Bixby & Associates, LLC |
| 4.13% | 4.07% | #5 | $37.0M | 1.0M | $32.8M | 987,599 | +27,389+2.77% | Add |
| Amplius Wealth Advisors, LLC |
| 2.65% | 2.74% | #13 | $36.2M | 994,569 | $32.9M | 992,381 | +2,188+0.22% | Add |
| SK Wealth Management, LLC |
| 7.33% | 4.84% | #1 | $32.6M | 886,486 | $17.5M | 520,740 | +365,746+70.24% | Add |
| D.A. DAVIDSON & CO. |
| 0.16% | 0.14% | #94 | $29.2M | 800,738 | $23.6M | 709,861 | +90,877+12.80% | Add |
| Private Advisor Group, LLC |
| 0.11% | 0.16% | #110 | $25.0M | 684,109 | $33.9M | 1.0M | -329,204-32.49% | Reduce |
| LVW Advisors, LLC |
| 2.11% | 2.35% | #17 | $24.4M | 662,732 | $24.6M | 728,079 | -65,347-8.98% | Reduce |
| Gerber Kawasaki Wealth & Investment Management |
| 0.62% | 0.5% | #45 | $23.1M | 635,086 | $15.6M | 471,124 | +163,962+34.80% | Add |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
| 0.07% | 0.05% | #137 | $22.6M | 617,011 | $17.4M | 516,496 | +100,515+19.46% | Add |
| NewEdge Advisors, LLC |
| 0.06% | 0.06% | #142 | $21.1M | 581,105 | $17.6M | 532,520 | +48,585+9.12% | Add |
| Linscomb Wealth, Inc. |
| 0.88% | 0.64% | #37 | $20.2M | 550,558 | $14.4M | 424,704 | +125,854+29.63% | Add |
| NATIXIS ADVISORS, LLC |
| 0.02% | 0.02% | #204 | $19.9M | 543,612 | $13.2M | 391,525 | +152,087+38.84% | Add |
| Freedom Financial Partners LLC |
| 5.77% | 5.39% | #2 | $17.7M | 481,888 | $15.1M | 447,824 | +34,064+7.61% | Add |
| Kestra Advisory Services, LLC |
| 0.06% | 0.06% | #148 | $17.6M | 479,441 | $15.6M | 463,034 | +16,407+3.54% | Add |
| Baird Financial Group, Inc. |
| 0.02% | 0.02% | #205 | $16.2M | 440,994 | $13.2M | 393,285 | +47,709+12.13% | Add |
| &PARTNERS |
| 0.07% | 0.05% | #140 | $16.0M | 436,700 | $9.9M | 295,191 | +141,509+47.94% | Add |
| Sound View Wealth Advisors Group, LLC |
| 0.96% | 0.74% | #33 | $15.5M | 426,147 | $10.9M | 330,562 | +95,585+28.92% | Add |
| StrongBox Wealth, LLC |
| 3.98% | 4.12% | #6 | $14.0M | 380,125 | $12.9M | 380,438 | -313-0.08% | Reduce |
| Souders Financial Advisors |
| 1.4% | 1.36% | #27 | $14.0M | 383,755 | $11.9M | 360,747 | +23,008+6.38% | Add |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
| 3.69% | — | #7 | $13.7M | 371,968 | $0 | 0 | +371,968 | New Buy |
| First Heartland Consultants, Inc. |
| 0.87% | 1.11% | #38 | $13.5M | 370,267 | $14.5M | 437,905 | -67,638-15.45% | Reduce |
| SWEENEY & MICHEL, LLC |
| 3.52% | 3.42% | #9 | $13.4M | 350,716 | $11.6M | 324,312 | +26,404+8.14% | Add |
| Equity Wealth Partners, LLC |
| 4.65% | — | #3 | $12.9M | 353,668 | $0 | 0 | +353,668 | New Buy |
| Confluence Wealth Services, Inc. |
| 0.36% | 0.43% | #61 | $12.7M | 347,342 | $11.0M | 328,508 | +18,834+5.73% | Add |
| Stonebridge Financial Group, LLC |
| 0.9% | 0.87% | #36 | $11.9M | 323,726 | $10.6M | 313,110 | +10,616+3.39% | Add |
| Hamilton Wealth, LLC |
| 2.03% | — | #19 | $11.1M | 304,485 | $0 | 0 | +304,485 | New Buy |
| Equitable Holdings, Inc. |
| 0.07% | 0.04% | #141 | $10.9M | 300,414 | $6.9M | 212,318 | +88,096+41.49% | Add |
| DAVENPORT & Co LLC |
| 0.05% | 0.05% | #154 | $10.8M | 295,663 | $8.9M | 267,620 | +28,043+10.48% | Add |
| Evernest Financial Advisors, LLC |
| 2.08% | 2.5% | #18 | $9.9M | 269,804 | $12.0M | 340,992 | -71,188-20.88% | Reduce |
| BANK OF MONTREAL /CAN/ |
| <0.01% | <0.01% | #254 | $9.8M | 266,637 | $9.3M | 273,636 | -6,999-2.56% | Reduce |
