| ENVESTNET ASSET MANAGEMENT INC |
| 0.02% | 0.02% | #86 | $74.6M | 2.2M | $70.6M | 2.0M | +207,753+10.63% | Add |
| HANTZ FINANCIAL SERVICES, INC. |
| 0.99% | 1.13% | #16 | $72.9M | 2.1M | $71.6M | 2.0M | +131,542+6.64% | Add |
| D.A. DAVIDSON & CO. |
| 0.31% | 0.34% | #33 | $55.7M | 1.6M | $55.7M | 1.5M | +74,872+4.86% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.02% | 0.01% | #89 | $55.5M | 1.6M | $34.8M | 963,990 | +644,091+66.82% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #120 | $49.6M | 1.4M | $32.1M | 888,051 | +548,186+61.73% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #129 | $43.7M | 1.3M | $26.1M | 845,576 | +419,923+49.66% | Add |
| Savant Capital, LLC |
| 0.12% | 0.12% | #54 | $40.8M | 1.2M | $24.8M | 685,196 | +465,792+67.98% | Add |
| TOBIAS FINANCIAL ADVISORS, INC. |
| 4.73% | 5.39% | #1 | $37.2M | 1.1M | $38.7M | 1.1M | +8,197+0.77% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #101 | $29.8M | 864,551 | $26.5M | 733,726 | +130,825+17.83% | Add |
| Capital Analysts, LLC |
| 0.56% | 0.63% | #24 | $24.2M | 701,421 | $22.2M | 706,302 | -4,881-0.69% | Reduce |
| Trilogy Capital Inc. |
| 0.89% | 0.56% | #18 | $22.9M | 664,246 | $12.6M | 348,992 | +315,254+90.33% | Add |
| SENTINEL PENSION ADVISORS, LLC |
| 1.73% | 2.77% | #11 | $20.5M | 575,103 | $18.8M | 519,210 | +55,893+10.77% | Add |
| Wealth Enhancement Trust Services, Inc. |
| 2.38% | 2.72% | #6 | $18.8M | 598,903 | $22.5M | 621,024 | -22,121-3.56% | Reduce |
| Johnson Bixby & Associates, LLC |
| 2.04% | 2.21% | #9 | $18.3M | 529,195 | $17.8M | 492,437 | +36,758+7.46% | Add |
| New England Capital Financial Advisors LLC |
| 4.19% | 4.92% | #2 | $17.5M | 508,246 | $18.0M | 496,657 | +11,589+2.33% | Add |
| HighTower Advisors, LLC |
| 0.02% | 0.02% | #87 | $16.9M | 491,063 | $17.8M | 493,089 | -2,026-0.41% | Reduce |
| Private Wealth Asset Management, LLC |
| 1.61% | 1.42% | #12 | $16.7M | 482,919 | $13.2M | 366,347 | +116,572+31.82% | Add |
| EARNED WEALTH ADVISORS, LLC |
| 0.92% | 0.92% | #17 | $14.2M | 412,457 | $13.8M | 381,977 | +30,480+7.98% | Add |
| Private Advisor Group, LLC |
| 0.06% | 0.02% | #65 | $13.9M | 401,509 | $3.9M | 107,736 | +293,773+272.68% | Add |
| Smartleaf Asset Management LLC |
| 0.45% | 0.52% | #27 | $13.8M | 400,187 | $14.4M | 400,187 | 00.00% | Unchanged |
| Eldridge Investment Advisors, Inc. |
| 2.73% | 3.02% | #4 | $13.8M | 399,845 | $13.8M | 381,530 | +18,315+4.80% | Add |
| First National Advisers, LLC |
| 1.9% | 2.23% | #10 | $13.5M | 391,401 | $15.2M | 421,698 | -30,297-7.18% | Reduce |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.02% | 0.02% | #84 | $12.1M | 352,052 | $12.4M | 343,290 | +8,762+2.55% | Add |
| Curi Capital, LLC |
| 0.19% | 0.19% | #44 | $12.1M | 350,525 | $10.7M | 295,578 | +54,947+18.59% | Add |
| Freedom Financial Partners LLC |
| 3.84% | 4.35% | #3 | $11.8M | 341,729 | $12.2M | 338,201 | +3,528+1.04% | Add |
| First Heartland Consultants, Inc. |
| 0.66% | 0.82% | #20 | $10.3M | 297,150 | $10.8M | 297,480 | -330-0.11% | Reduce |
| Harbor Group, Inc. |
| 1.2% | 1.52% | #15 | $10.2M | 295,829 | $10.5M | 291,378 | +4,451+1.53% | Add |
| Tilson Financial Group, Inc. |
| 2.7% | 3.11% | #5 | $9.8M | 284,741 | $10.4M | 286,777 | -2,036-0.71% | Reduce |
| Focus Partners Wealth |
| 0.01% | 0.01% | #94 | $9.8M | 283,121 | $10.0M | 276,863 | +6,258+2.26% | Add |
| Pinnacle Financial Partners, Inc. |
| 0.07% | — | #64 | $9.7M | 279,860 | $0 | 0 | +279,860 | New Buy |
| RFG - Bristol Wealth Advisors, LLC |
| 2.27% | 2.67% | #7 | $9.4M | 272,638 | $9.9M | 273,270 | -632-0.23% | Reduce |
| Intrua Financial, LLC |
| 0.8% | 0.14% | #19 | $8.7M | 251,691 | $1.4M | 38,273 | +213,418+557.62% | Add |
| PRIVATE CLIENT SERVICES, LLC |
| 2.1% | 2.42% | #8 | $8.0M | 232,243 | $8.1M | 223,763 | +8,480+3.79% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #146 | $7.1M | 206,644 | $2.8M | 76,674 | +129,970+169.51% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #134 | $6.5M | 187,552 | $6.8M | 186,865 | +687+0.37% | Add |
| CATALYST FINANCIAL PARTNERS LLC |
| 0.61% | 0.61% | #22 | $6.1M | 176,949 | $5.2M | 142,473 | +34,476+24.20% | Add |
| Bank of New York Mellon Corp |
| <0.01% | <0.01% | #137 | $5.6M | 161,410 | $5.0M | 137,879 | +23,531+17.07% | Add |
| Belpointe Asset Management LLC |
| 0.18% | 0.2% | #45 | $5.6M | 161,250 | $5.6M | 154,244 | +7,006+4.54% | Add |
| Fortis Capital Advisors, LLC |
| 0.63% | 0.73% | #21 | $5.6M | 161,250 | $5.6M | 154,244 | +7,006+4.54% | Add |
| Larson Financial Group LLC |
| 0.13% | 0.05% | #51 | $5.1M | 146,891 | $1.6M | 44,070 | +102,821+233.31% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #143 | $4.7M | 135,787 | $4.3M | 119,528 | +16,259+13.60% | Add |
| Trinity Wealth Management, LLC |
| 1.45% | — | #13 | $4.6M | 132,284 | $0 | 0 | +132,284 | New Buy |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #141 | $4.4M | 126,293 | $3.3M | 91,535 | +34,758+37.97% | Add |
| Mariner, LLC |
| <0.01% | <0.01% | #113 | $4.0M | 116,326 | $1.4M | 39,458 | +76,868+194.81% | Add |
| MBE Wealth Management, LLC |
| 1.41% | 1.33% | #14 | $4.0M | 116,038 | $3.2M | 88,260 | +27,778+31.47% | Add |
| Geneos Wealth Management Inc. |
| 0.07% | 0.09% | #62 | $3.4M | 99,068 | $3.7M | 101,610 | -2,542-2.50% | Reduce |
| Crusonia Wealth Advisors LLC |
| 0.41% | 0.14% | #28 | $2.5M | 71,689 | $700,226 | 19,370 | +52,319+270.10% | Add |
| Apollon Wealth Management, LLC |
| 0.03% | 0.04% | #73 | $2.5M | 71,684 | $2.7M | 73,713 | -2,029-2.75% | Reduce |
| United Advisor Group, LLC |
| 0.26% | 0.31% | #39 | $2.4M | 70,769 | $2.5M | 68,798 | +1,971+2.86% | Add |
| Regal Investment Advisors LLC |
| 0.12% | 0.14% | #53 | $2.4M | 68,207 | $2.5M | 68,012 | +195+0.29% | Add |
