| ALLIANCEBERNSTEIN L.P. |
| 0.03% | 0.03% | #111 | $77.3M | 1.7M | $78.3M | 1.7M | -9,833-0.56% | Reduce |
| Penserra Capital Management LLC |
| 0.56% | 0.77% | #18 | $73.3M | 1.5M | $65.6M | 1.5M | +64,178+4.36% | Add |
| OSAIC HOLDINGS, INC. |
| 0.04% | 0.04% | #90 | $35.9M | 751,815 | $30.4M | 681,376 | +70,439+10.34% | Add |
| Brookstone Capital Management |
| 0.34% | 0.07% | #33 | $33.8M | 706,660 | $6.4M | 143,551 | +563,109+392.27% | Add |
| Southland Equity Partners LLC |
| 5.64% | 5.93% | #1 | $32.2M | 673,835 | $30.4M | 681,790 | -7,955-1.17% | Reduce |
| Focus Partners Wealth |
| 0.03% | 0.03% | #108 | $27.7M | 579,545 | $28.9M | 648,208 | -68,663-10.59% | Reduce |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #137 | $14.8M | 310,087 | $11.6M | 259,671 | +50,416+19.42% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.02% | #128 | $14.4M | 301,246 | $16.3M | 365,511 | -64,265-17.58% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #186 | $12.6M | 263,206 | $11.6M | 259,478 | +3,728+1.44% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #187 | $10.3M | 215,899 | $10.0M | 223,608 | -7,709-3.45% | Reduce |
| Kestra Advisory Services, LLC |
| 0.03% | 0.04% | #105 | $9.2M | 193,629 | $11.4M | 255,499 | -61,870-24.22% | Reduce |
| HighTower Advisors, LLC |
| 0.01% | 0.01% | #155 | $8.4M | 174,811 | $7.6M | 169,902 | +4,909+2.89% | Add |
| CoreCap Advisors, LLC |
| 0.21% | 0.21% | #52 | $7.1M | 149,462 | $6.3M | 141,487 | +7,975+5.64% | Add |
| Bellwether Advisors, LLC |
| 0.92% | 0.98% | #11 | $6.2M | 129,657 | $5.8M | 129,828 | -171-0.13% | Reduce |
| TRUIST FINANCIAL CORP |
| 0.01% | 0.01% | #158 | $6.0M | 126,283 | $5.7M | 127,654 | -1,371-1.07% | Reduce |
| Beacon Pointe Advisors, LLC |
| 0.03% | 0.03% | #109 | $6.0M | 126,190 | $5.7M | 127,205 | -1,015-0.80% | Reduce |
| Cassady Wealth & Retirement Planning, LLC |
| 2.73% | 2.78% | #3 | $5.9M | 122,750 | $5.8M | 122,807 | -57-0.05% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #197 | $5.4M | 113,908 | $5.3M | 117,855 | -3,947-3.35% | Reduce |
| BLAIR WILLIAM & CO/IL |
| 0.01% | 0.01% | #138 | $5.2M | 107,812 | $3.5M | 79,433 | +28,379+35.73% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #146 | $4.7M | 98,753 | $5.5M | 122,946 | -24,193-19.68% | Reduce |
| Cornerstone Wealth, LLC/TN |
| 2.26% | 2.45% | #5 | $4.5M | 92,963 | $4.3M | 93,238 | -275-0.29% | Reduce |
| Diligent Investors, LLC |
| 0.97% | 1% | #10 | $4.4M | 91,646 | $4.1M | 90,776 | +870+0.96% | Add |
| KFG WEALTH MANAGEMENT, LLC |
| 0.49% | 0.53% | #23 | $4.4M | 91,510 | $4.1M | 91,102 | +408+0.45% | Add |
| Cresset Asset Management, LLC |
| 0.02% | 0.02% | #135 | $4.2M | 87,341 | $4.2M | 95,237 | -7,896-8.29% | Reduce |
| WEALTH ALLIANCE, LLC |
| 0.35% | 0.38% | #32 | $4.2M | 87,119 | $3.9M | 87,241 | -122-0.14% | Reduce |
| Advisory Alpha, LLC |
| 0.1% | 0.07% | #69 | $4.1M | 86,672 | $2.7M | 60,568 | +26,104+43.10% | Add |
| Hardworking Capital Advisors, LLC |
| 3.22% | 3.62% | #2 | $3.9M | 82,385 | $3.9M | 86,720 | -4,335-5.00% | Reduce |
| Keating Financial Advisory Services, Inc. |
| 0.5% | 0.58% | #22 | $3.8M | 79,385 | $3.6M | 80,588 | -1,203-1.49% | Reduce |
| Cerity Partners LLC |
| <0.01% | 0.01% | #178 | $3.7M | 78,325 | $3.5M | 79,424 | -1,099-1.38% | Reduce |
| MTM FINANCIAL GROUP, LLC |
| 1.59% | 1.63% | #6 | $3.7M | 77,628 | $3.5M | 77,878 | -250-0.32% | Reduce |
| DIVERSIFY WEALTH MANAGEMENT, LLC |
| 0.04% | 0.06% | #93 | $3.4M | 70,159 | $3.3M | 71,127 | -968-1.36% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #204 | $3.3M | 69,142 | $1.3M | 28,570 | +40,572+142.01% | Add |
| OneDigital Investment Advisors LLC |
| 0.03% | 0.03% | #110 | $3.3M | 69,129 | $3.3M | 73,086 | -3,957-5.41% | Reduce |
| BFI Wealth Solutions, LLC |
| 2.3% | 2.83% | #4 | $3.1M | 64,995 | $2.9M | 65,711 | -716-1.09% | Reduce |
| MAI Capital Management |
| 0.01% | 0.02% | #144 | $3.1M | 64,991 | $2.9M | 65,640 | -649-0.99% | Reduce |
| Valmark Advisers, Inc. |
| 0.03% | 0.03% | #100 | $3.1M | 64,559 | $2.9M | 64,525 | +34+0.05% | Add |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ |
| 0.42% | 0.41% | #28 | $3.0M | 62,544 | $2.6M | 57,163 | +5,381+9.41% | Add |
| CRA Financial Services, LLC |
| 0.33% | 0.35% | #35 | $2.9M | 60,222 | $2.7M | 60,452 | -230-0.38% | Reduce |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #169 | $2.9M | 59,764 | $2.2M | 49,705 | +10,059+20.24% | Add |
| ATTICUS WEALTH MANAGEMENT, LLC |
| 0.68% | 0.76% | #14 | $2.8M | 59,533 | $2.8M | 62,633 | -3,100-4.95% | Reduce |
| WPWealth LLP |
| 0.42% | 0.4% | #27 | $2.8M | 59,279 | $2.6M | 59,279 | 00.00% | Unchanged |
| GILL CAPITAL PARTNERS, LLC |
| 0.79% | 0.75% | #13 | $2.8M | 58,103 | $2.6M | 58,103 | 00.00% | Unchanged |
| YARGER WEALTH STRATEGIES, LLC |
| 0.99% | 1.04% | #9 | $2.8M | 57,688 | $2.6M | 57,688 | 00.00% | Unchanged |
| Forvis Mazars Wealth Advisors, LLC |
| 0.05% | 0.05% | #89 | $2.7M | 56,772 | $2.7M | 61,162 | -4,390-7.18% | Reduce |
| BCS Wealth Management |
| 0.49% | 0.52% | #24 | $2.7M | 56,372 | $2.5M | 56,777 | -405-0.71% | Reduce |
| Global Assets Advisory, LLC |
| 0.05% | 0.03% | #88 | $2.7M | 55,936 | $2.5M | 55,936 | 00.00% | Unchanged |
| Janney Montgomery Scott LLC |
| <0.01% | 0.01% | #175 | $2.4M | 51,076 | $2.2M | 49,419 | +1,657+3.35% | Add |
| NewEdge Advisors, LLC |
| 0.01% | 0.01% | #159 | $2.4M | 50,449 | $2.3M | 50,507 | -58-0.11% | Reduce |
| Spire Wealth Management |
| 0.07% | 0.08% | #76 | $2.3M | 49,024 | $2.3M | 50,535 | -1,511-2.99% | Reduce |
| CORRADO ADVISORS, LLC |
| 1% | 1.02% | #8 | $2.0M | 43,907 | $2.0M | 43,907 | 00.00% | Unchanged |
