| BANK OF AMERICA CORP /DE/ |
| 0.07% | 0.07% | #399 | $1.08B | 11.3M | $1.03B | 11.7M | -417,657-3.57% | Reduce |
| LPL Financial LLC |
| 0.24% | 0.27% | #239 | $1.08B | 11.3M | $1.01B | 11.5M | -261,070-2.26% | Reduce |
| PNC FINANCIAL SERVICES GROUP, INC. |
| 0.53% | 0.59% | #164 | $1.06B | 11.1M | $1.03B | 11.7M | -600,603-5.14% | Reduce |
| MORGAN STANLEY |
| 0.04% | 0.05% | #465 | $832.4M | 8.7M | $754.8M | 8.5M | +221,243+2.61% | Add |
| Hamilton Capital, LLC |
| 34.09% | 30.9% | #1 | $688.6M | 7.2M | $618.0M | 6.9M | +290,251+4.20% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.13% | 0.14% | #323 | $651.2M | 6.8M | $601.0M | 6.8M | -31,556-0.46% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.09% | 0.09% | #380 | $334.7M | 3.5M | $302.2M | 3.4M | +59,615+1.73% | Add |
| UBS Group AG |
| 0.03% | 0.04% | #502 | $267.1M | 2.8M | $243.0M | 2.8M | +27,346+0.99% | Add |
| HighTower Advisors, LLC |
| 0.25% | 0.26% | #236 | $259.9M | 2.7M | $248.8M | 2.8M | -114,427-4.04% | Reduce |
| Cetera Investment Advisers |
| 0.23% | 0.24% | #246 | $252.5M | 2.6M | $227.5M | 2.6M | +50,311+1.94% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.04% | 0.05% | #462 | $188.1M | 2.0M | $189.5M | 2.2M | -190,531-8.83% | Reduce |
| WELLS FARGO & COMPANY/MN |
| 0.03% | 0.03% | #538 | $156.1M | 1.6M | $145.3M | 1.7M | -21,967-1.33% | Reduce |
| ROYAL BANK OF CANADA |
| 0.02% | 0.02% | #557 | $146.0M | 1.5M | $132.4M | 1.5M | +18,962+1.26% | Add |
| Larson Financial Group LLC |
| 3.64% | 3.41% | #55 | $138.8M | 1.5M | $106.8M | 1.2M | +235,197+19.34% | Add |
| Focus Partners Wealth |
| 0.13% | 0.13% | #329 | $123.5M | 1.3M | $115.9M | 1.3M | -27,619-2.09% | Reduce |
| Private Advisor Group, LLC |
| 0.52% | 0.58% | #165 | $113.0M | 1.2M | $123.6M | 1.4M | -225,946-16.05% | Reduce |
| Steward Partners Investment Advisory, LLC |
| 0.56% | 0.51% | #159 | $109.4M | 1.1M | $100.9M | 1.1M | -5,356-0.47% | Reduce |
| Bluespring Wealth Management, LLC |
| 2% | 5.43% | #78 | $104.1M | 1.1M | $63.0M | 717,040 | +371,767+51.85% | Add |
| HUNTINGTON NATIONAL BANK |
| 0.5% | 0.53% | #172 | $103.3M | 1.1M | $96.5M | 1.1M | -18,552-1.69% | Reduce |
| WADDELL & ASSOCIATES, LLC |
| 4.91% | 5.09% | #44 | $99.2M | 1.0M | $90.2M | 1.0M | +11,041+1.08% | Add |
| Stratos Investment Management, LLC |
| 3.36% | 3.31% | #60 | $92.9M | 971,774 | $82.6M | 940,629 | +31,145+3.31% | Add |
| Clearwater Capital Advisors, LLC |
| 6.58% | 6.59% | #31 | $89.7M | 938,490 | $81.7M | 930,174 | +8,316+0.89% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.11% | 0.11% | #354 | $84.8M | 887,176 | $81.5M | 927,276 | -40,100-4.32% | Reduce |
| Bouchey Financial Group, Ltd. |
| 5.47% | 5.82% | #37 | $84.7M | 885,297 | $79.4M | 874,519 | +10,778+1.23% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.13% | 0.12% | #333 | $81.9M | 856,123 | $66.9M | 761,831 | +94,292+12.38% | Add |
| RVW Wealth, LLC |
| 5.3% | 5.68% | #39 | $80.5M | 842,307 | $72.9M | 829,962 | +12,345+1.49% | Add |
| Glassman Wealth Services |
| 9.48% | 9.71% | #12 | $79.1M | 827,493 | $71.4M | 813,128 | +14,365+1.77% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.12% | 0.14% | #341 | $70.6M | 727,465 | $63.1M | 716,773 | +10,692+1.49% | Add |
| Savant Capital, LLC |
| 0.21% | 0.17% | #266 | $70.4M | 768,169 | $34.3M | 390,416 | +377,753+96.76% | Add |
| Legacy Financial Advisors, Inc. |
| 8.54% | 8.87% | #16 | $70.1M | 732,660 | $63.5M | 722,416 | +10,244+1.42% | Add |
| OSAIC HOLDINGS, INC. |
| 0.08% | 0.08% | #390 | $69.4M | 725,739 | $52.5M | 597,611 | +128,128+21.44% | Add |
| Kestra Advisory Services, LLC |
| 0.21% | 0.26% | #260 | $66.5M | 694,986 | $67.7M | 770,424 | -75,438-9.79% | Reduce |
| Rockefeller Capital Management L.P. |
| 0.1% | 0.11% | #361 | $66.4M | 694,884 | $63.6M | 723,634 | -28,750-3.97% | Reduce |
| IAM Advisory, LLC |
| 12.46% | 13.06% | #5 | $63.9M | 668,549 | $58.3M | 663,745 | +4,804+0.72% | Add |
| Spinnaker Investment Group, LLC |
| 9.84% | 10.17% | #11 | $61.4M | 642,340 | $49.9M | 568,471 | +73,869+12.99% | Add |
| Schorn Wealth LLC |
| 15.57% | 13.61% | #3 | $59.5M | 622,496 | $45.1M | 513,030 | +109,466+21.34% | Add |
| HighPoint Advisor Group LLC |
| 2.08% | 1.72% | #77 | $58.9M | 616,362 | $41.1M | 459,321 | +157,041+34.19% | Add |
| Prestige Wealth Management Group LLC |
| 10.52% | 10.41% | #10 | $57.9M | 605,899 | $53.0M | 603,626 | +2,273+0.38% | Add |
| BEACON FINANCIAL GROUP |
| 5.04% | 5.04% | #42 | $55.5M | 580,499 | $50.5M | 574,692 | +5,807+1.01% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #704 | $53.9M | 565,233 | $56.3M | 657,804 | -92,571-14.07% | Reduce |
| Glen Eagle Advisors, LLC |
| 6.51% | 6.28% | #33 | $51.6M | 540,005 | $44.8M | 510,077 | +29,928+5.87% | Add |
| Duncan Williams Asset Management, LLC |
| 11.5% | 12.37% | #8 | $51.0M | 533,740 | $44.6M | 507,774 | +25,966+5.11% | Add |
| NewEdge Advisors, LLC |
| 0.15% | 0.18% | #299 | $51.0M | 533,206 | $49.3M | 561,239 | -28,033-4.99% | Reduce |
| CONNABLE OFFICE INC |
| 4.46% | 4.51% | #49 | $50.7M | 530,321 | $45.9M | 522,039 | +8,282+1.59% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.11% | 0.12% | #345 | $49.2M | 514,533 | $45.7M | 520,236 | -5,703-1.10% | Reduce |
| OneDigital Investment Advisors LLC |
| 0.41% | 0.44% | #193 | $49.2M | 514,236 | $44.8M | 509,821 | +4,415+0.87% | Add |
| STIFEL FINANCIAL CORP |
| 0.04% | 0.04% | #477 | $48.5M | 506,722 | $43.1M | 490,870 | +15,852+3.23% | Add |
| Intrua Financial, LLC |
| 4.35% | 4.51% | #50 | $47.5M | 497,158 | $43.7M | 497,887 | -729-0.15% | Reduce |
| Equitable Holdings, Inc. |
| 0.26% | 0.35% | #233 | $44.1M | 461,544 | $55.0M | 614,688 | -153,144-24.91% | Reduce |
| One Capital Management, LLC |
| 1.23% | 1.2% | #102 | $43.8M | 498,699 | $43.8M | 498,699 | 00.00% | Unchanged |
