| Roehl & Yi Investment Advisors, LLC |
| 1.72% | — | #157 | $4.96B | 105,495 | $0 | 0 | +105,495 | New Buy |
| LPL Financial LLC |
| 0.9% | 0.81% | #220 | $4.00B | 81.1M | $3.06B | 71.9M | +9.2M+12.83% | Add |
| MORGAN STANLEY |
| 0.07% | 0.06% | #532 | $1.38B | 28.1M | $976.4M | 23.2M | +4.8M+20.80% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.37% | 0.34% | #335 | $1.37B | 27.8M | $1.10B | 25.8M | +2.0M+7.58% | Add |
| Capital International Investors |
| 0.23% | 0.23% | #390 | $1.13B | 23.0M | $974.2M | 22.9M | +60,061+0.26% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.26% | 0.24% | #374 | $1.10B | 22.2M | $884.9M | 20.8M | +1.4M+6.85% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.17% | 0.15% | #432 | $1.08B | 21.8M | $810.5M | 19.1M | +2.8M+14.54% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.57% | 0.52% | #273 | $1.06B | 21.6M | $842.6M | 19.8M | +1.8M+9.00% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.06% | 0.06% | #557 | $907.7M | 18.4M | $762.0M | 17.9M | +506,232+2.83% | Add |
| Cetera Investment Advisers |
| 0.82% | 0.83% | #229 | $900.6M | 18.3M | $781.0M | 18.4M | -83,318-0.45% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| 0.32% | 0.27% | #352 | $796.5M | 16.4M | $562.3M | 13.5M | +2.9M+21.82% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.85% | 0.8% | #226 | $673.6M | 13.7M | $572.9M | 13.5M | +199,910+1.48% | Add |
| Capital Group Private Client Services, Inc. |
| 8.79% | 8.34% | #30 | $623.8M | 12.7M | $494.9M | 11.6M | +1.0M+8.81% | Add |
| OSAIC HOLDINGS, INC. |
| 0.67% | 0.58% | #252 | $569.0M | 11.5M | $395.9M | 9.3M | +2.2M+24.07% | Add |
| Advance Capital Management, Inc. |
| 16.98% | 16.43% | #4 | $525.2M | 10.7M | $433.6M | 10.2M | +465,276+4.57% | Add |
| UBS Group AG |
| 0.06% | 0.06% | #551 | $485.8M | 9.9M | $402.8M | 9.5M | +389,283+4.11% | Add |
| ROYAL BANK OF CANADA |
| 0.06% | 0.06% | #553 | $395.6M | 8.0M | $318.2M | 7.5M | +547,180+7.32% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.89% | 0.84% | #221 | $386.5M | 7.8M | $324.8M | 7.6M | +208,094+2.73% | Add |
| Confluence Wealth Services, Inc. |
| 9.81% | 9.97% | #22 | $343.0M | 7.0M | $257.1M | 6.0M | +915,722+15.15% | Add |
| Kestra Advisory Services, LLC |
| 1.11% | 0.94% | #192 | $342.7M | 7.0M | $249.2M | 5.9M | +1.1M+18.74% | Add |
| STIFEL FINANCIAL CORP |
| 0.27% | 0.24% | #369 | $321.4M | 6.5M | $260.3M | 6.1M | +402,879+6.58% | Add |
| Private Advisor Group, LLC |
| 1.32% | 0.75% | #177 | $288.7M | 5.9M | $159.6M | 3.8M | +2.1M+56.16% | Add |
| Forge Financial Services LLC |
| 24.14% | 24.31% | #2 | $280.2M | 5.7M | $240.0M | 5.6M | +44,148+0.78% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.51% | 0.5% | #295 | $250.3M | 5.1M | $181.7M | 4.3M | +806,792+18.89% | Add |
| CIBC Bancorp USA Inc. |
| 0.26% | 0.14% | #373 | $217.4M | 4.4M | $101.4M | 2.5M | +1.9M+74.43% | Add |
| D.A. DAVIDSON & CO. |
| 1.02% | 0.94% | #202 | $183.9M | 3.7M | $154.8M | 3.6M | +92,586+2.54% | Add |
| Janney Montgomery Scott LLC |
| 0.32% | 0.35% | #351 | $167.2M | 3.4M | $139.5M | 3.3M | +113,067+3.45% | Add |
| &PARTNERS |
| 0.58% | 0.56% | #270 | $141.9M | 2.9M | $112.8M | 2.6M | +228,337+8.62% | Add |
| Kestra Investment Management, LLC |
| 2.42% | 2.42% | #129 | $124.7M | 2.5M | $140.3M | 3.3M | -767,873-23.28% | Reduce |
| Bogart Wealth, LLC |
| 4.1% | 3.93% | #88 | $119.7M | 2.4M | $102.0M | 2.4M | +31,185+1.30% | Add |
| HighTower Advisors, LLC |
| 0.11% | 0.09% | #489 | $111.0M | 2.3M | $89.3M | 2.1M | +151,740+7.23% | Add |
| Johnson Bixby & Associates, LLC |
| 11.78% | 11.13% | #18 | $105.5M | 2.1M | $89.7M | 2.1M | +31,034+1.47% | Add |
| Baird Financial Group, Inc. |
| 0.14% | 0.13% | #455 | $104.0M | 2.1M | $83.0M | 2.0M | +158,367+8.11% | Add |
| Integrated Wealth Concepts LLC |
| 0.49% | 0.49% | #300 | $99.7M | 2.0M | $61.7M | 1.4M | +572,873+39.52% | Add |
| SEI INVESTMENTS CO |
| 0.09% | 0.07% | #517 | $98.7M | 2.0M | $78.4M | 1.8M | +159,378+8.65% | Add |
| TRUIST FINANCIAL CORP |
| 0.11% | 0.11% | #481 | $95.7M | 1.9M | $81.0M | 1.9M | +39,378+2.07% | Add |
| Equitable Holdings, Inc. |
| 0.56% | 0.54% | #277 | $93.4M | 1.9M | $83.2M | 1.9M | -14,236-0.75% | Reduce |
| Merit Financial Group, LLC |
| 0.53% | 0.57% | #285 | $87.0M | 1.8M | $76.3M | 1.8M | -27,784-1.55% | Reduce |
| Valmark Advisers, Inc. |
| 0.9% | 0.85% | #216 | $85.2M | 1.7M | $71.5M | 1.7M | +47,673+2.84% | Add |
| WNY Asset Management, LLC |
| 7.01% | 6.99% | #45 | $78.5M | 1.6M | $67.6M | 1.6M | +1,856+0.12% | Add |
| IAM Advisory, LLC |
| 14.06% | 13.86% | #10 | $72.1M | 1.5M | $61.9M | 1.5M | +9,445+0.65% | Add |
| Aptus Capital Advisors, LLC |
| 0.48% | 0.47% | #302 | $70.4M | 1.4M | $60.0M | 1.4M | +17,926+1.27% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.11% | 0.12% | #483 | $68.5M | 1.4M | $55.4M | 1.3M | +86,370+6.65% | Add |
| ASSETMARK, INC |
| 0.12% | 0.07% | #478 | $67.0M | 1.4M | $36.0M | 845,682 | +514,035+60.78% | Add |
| BENJAMIN EDWARDS INC |
| 0.6% | 0.46% | #265 | $66.3M | 1.3M | $46.5M | 1.1M | +251,671+23.03% | Add |
| GUARDIAN WEALTH ADVISORS, LLC / NC |
| 3.55% | 3.37% | #98 | $63.2M | 1.3M | $53.4M | 1.3M | +26,012+2.07% | Add |
| NewEdge Advisors, LLC |
| 0.19% | 0.22% | #421 | $62.4M | 1.3M | $60.6M | 1.4M | -158,955-11.15% | Reduce |
| Wealthcare Advisory Partners LLC |
| 1.18% | 1.08% | #187 | $62.1M | 1.3M | $55.5M | 1.3M | -46,243-3.54% | Reduce |
| Prospera Financial Services Inc |
| 0.89% | 0.8% | #223 | $61.0M | 1.2M | $49.7M | 1.2M | +68,193+5.83% | Add |
| CULLEN/FROST BANKERS, INC. |
| 0.59% | 0.07% | #267 | $60.2M | 1.2M | $6.3M | 147,064 | +1.1M+730.99% | Add |
