| ALLIANCEBERNSTEIN L.P. |
| 0.05% | 0.05% | #126 | $155.1M | 3.4M | $146.7M | 3.2M | +214,226+6.78% | Add |
| Penserra Capital Management LLC |
| 0.56% | 0.77% | #25 | $72.9M | 1.5M | $65.2M | 1.4M | +73,566+5.18% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.04% | 0.04% | #140 | $31.1M | 637,862 | $32.2M | 699,927 | -62,065-8.87% | Reduce |
| BLAIR WILLIAM & CO/IL |
| 0.07% | 0.08% | #114 | $26.1M | 533,957 | $28.1M | 610,627 | -76,670-12.56% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #215 | $23.1M | 472,891 | $21.0M | 456,099 | +16,792+3.68% | Add |
| Focus Partners Wealth |
| 0.02% | 0.02% | #169 | $21.5M | 440,919 | $14.7M | 320,826 | +120,093+37.43% | Add |
| OSAIC HOLDINGS, INC. |
| 0.02% | 0.02% | #165 | $19.4M | 396,834 | $14.8M | 322,128 | +74,706+23.19% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #217 | $18.9M | 386,409 | $18.6M | 404,478 | -18,069-4.47% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #225 | $17.3M | 354,696 | $12.4M | 269,841 | +84,855+31.45% | Add |
| HighTower Advisors, LLC |
| 0.02% | 0.02% | #188 | $17.0M | 347,450 | $15.7M | 340,997 | +6,453+1.89% | Add |
| Kestra Advisory Services, LLC |
| 0.05% | 0.04% | #125 | $16.5M | 337,377 | $9.8M | 212,630 | +124,747+58.67% | Add |
| Janney Montgomery Scott LLC |
| 0.03% | 0.03% | #156 | $14.2M | 291,765 | $13.2M | 287,524 | +4,241+1.48% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #195 | $14.2M | 291,005 | $12.5M | 272,674 | +18,331+6.72% | Add |
| World Investment Advisors |
| 0.17% | 0.16% | #71 | $10.0M | 214,176 | $10.1M | 219,629 | -5,453-2.48% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.02% | 0.02% | #166 | $9.7M | 199,717 | $8.0M | 173,468 | +26,249+15.13% | Add |
| CoreCap Advisors, LLC |
| 0.28% | 0.3% | #47 | $9.7M | 197,873 | $8.7M | 190,101 | +7,772+4.09% | Add |
| Orion Porfolio Solutions, LLC |
| 0.07% | 0.07% | #109 | $9.7M | 197,777 | $8.6M | 186,889 | +10,888+5.83% | Add |
| Beacon Pointe Advisors, LLC |
| 0.04% | 0.04% | #135 | $9.0M | 185,241 | $7.7M | 167,700 | +17,541+10.46% | Add |
| Cornerstone Wealth, LLC/TN |
| 4.34% | 0.6% | #2 | $8.6M | 174,581 | $1.1M | 22,248 | +152,333+684.70% | Add |
| AA Financial Advisors, LLC |
| 1% | 1.15% | #13 | $8.4M | 171,208 | $8.1M | 177,069 | -5,861-3.31% | Reduce |
| MML INVESTORS SERVICES, LLC |
| 0.02% | 0.02% | #185 | $8.3M | 170,949 | $6.8M | 147,229 | +23,720+16.11% | Add |
| Bellwether Advisors, LLC |
| 1.18% | 0.36% | #10 | $8.0M | 163,173 | $2.1M | 46,323 | +116,850+252.25% | Add |
| Triad Wealth Partners, LLC |
| 0.43% | 0.52% | #33 | $7.4M | 149,663 | $6.5M | 142,284 | +7,379+5.19% | Add |
| Southland Equity Partners LLC |
| 1.26% | 1.34% | #7 | $7.2M | 147,610 | $6.9M | 149,468 | -1,858-1.24% | Reduce |
| TRUIST FINANCIAL CORP |
| 0.01% | 0.01% | #204 | $7.2M | 147,224 | $6.7M | 146,533 | +691+0.47% | Add |
| MBL Wealth, LLC |
| 0.47% | 0.52% | #32 | $6.9M | 141,059 | $6.8M | 148,446 | -7,387-4.98% | Reduce |
| PRINCIPAL SECURITIES, INC. |
| 0.08% | 0.08% | #103 | $6.6M | 135,415 | $5.7M | 125,073 | +10,342+8.27% | Add |
| Forvis Mazars Wealth Advisors, LLC |
| 0.1% | 0.11% | #94 | $6.1M | 124,593 | $6.0M | 131,169 | -6,576-5.01% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | 0.01% | #203 | $5.9M | 132,344 | $3.4M | 79,167 | +53,177+67.17% | Add |
| MTM FINANCIAL GROUP, LLC |
| 2.45% | 2.56% | #3 | $5.7M | 117,104 | $5.4M | 118,479 | -1,375-1.16% | Reduce |
| Brookstone Capital Management |
| 0.06% | 0.07% | #121 | $5.7M | 116,873 | $5.9M | 129,147 | -12,274-9.50% | Reduce |
| Cresset Asset Management, LLC |
| 0.02% | 0.03% | #171 | $5.6M | 113,802 | $5.8M | 125,786 | -11,984-9.53% | Reduce |
| Weaver Consulting Group |
| 1.12% | 1.27% | #11 | $5.4M | 111,593 | $5.3M | 115,809 | -4,216-3.64% | Reduce |
| Signal Advisors Wealth, LLC |
| 0.27% | 0.35% | #51 | $5.4M | 110,647 | $5.2M | 112,218 | -1,571-1.40% | Reduce |
| Vestmark Advisory Solutions, Inc. |
| 0.04% | 0.05% | #137 | $4.4M | 90,374 | $4.1M | 89,937 | +437+0.49% | Add |
| FOUNDERS FINANCIAL SECURITIES LLC |
| 0.21% | 0.2% | #57 | $4.1M | 83,380 | $3.5M | 73,837 | +9,543+12.92% | Add |
| CENTAURUS FINANCIAL, INC. |
| 0.16% | 0.1% | #74 | $4.1M | 83,302 | $2.1M | 44,981 | +38,321+85.19% | Add |
| Farther Finance Advisors, LLC |
| 0.03% | 0.03% | #152 | $4.0M | 82,671 | $3.2M | 70,347 | +12,324+17.52% | Add |
| OneDigital Investment Advisors LLC |
| 0.03% | 0.04% | #148 | $4.0M | 81,370 | $3.7M | 80,148 | +1,222+1.52% | Add |
| Horizon Investments, LLC |
| 0.04% | 0.07% | #138 | $3.9M | 80,671 | $6.5M | 140,610 | -59,939-42.63% | Reduce |
| Keating Financial Advisory Services, Inc. |
| 0.5% | 0.58% | #29 | $3.8M | 77,294 | $3.6M | 77,981 | -687-0.88% | Reduce |
| US BANCORP \DE\ |
| <0.01% | <0.01% | #224 | $3.7M | 76,020 | $969,638 | 21,094 | +54,926+260.39% | Add |
| Composition Wealth, LLC |
| 0.04% | 0.06% | #136 | $3.6M | 73,267 | $4.3M | 92,709 | -19,442-20.97% | Reduce |
| Straight Path Wealth Management |
| 0.83% | 0.86% | #15 | $3.5M | 72,431 | $3.2M | 70,045 | +2,386+3.41% | Add |
| McAdam, LLC |
| 0.14% | 0.15% | #80 | $3.5M | 72,321 | $3.4M | 74,354 | -2,033-2.73% | Reduce |
| Advisory Alpha, LLC |
| 0.08% | 0.17% | #101 | $3.4M | 70,020 | $6.4M | 138,167 | -68,147-49.32% | Reduce |
| CRA Financial Services, LLC |
| 0.38% | 0.49% | #36 | $3.3M | 67,793 | $3.8M | 82,703 | -14,910-18.03% | Reduce |
| Global Strategic Investment Solutions, LLC |
| 0.27% | 0.28% | #50 | $3.1M | 63,224 | $2.9M | 62,903 | +321+0.51% | Add |
| COFG Advisors, LLC |
| 0.51% | 0.7% | #28 | $3.0M | 60,895 | $2.8M | 61,166 | -271-0.44% | Reduce |
| Spire Wealth Management |
| 0.09% | 0.1% | #98 | $3.0M | 60,667 | $2.8M | 61,113 | -446-0.73% | Reduce |