| LPL Financial LLC |
| 0.64% | 0.59% | #219 | $2.83B | 34.9M | $2.21B | 32.3M | +2.6M+8.06% | Add |
| MORGAN STANLEY |
| 0.09% | 0.08% | #493 | $1.67B | 20.6M | $1.29B | 19.2M | +1.4M+7.36% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.28% | 0.26% | #328 | $1.04B | 12.8M | $842.9M | 12.3M | +459,192+3.72% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.17% | 0.15% | #408 | $1.03B | 12.7M | $772.0M | 11.3M | +1.4M+12.19% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.15% | 0.15% | #417 | $761.4M | 9.4M | $638.4M | 9.3M | +52,192+0.56% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.04% | 0.04% | #574 | $604.6M | 7.5M | $508.3M | 7.4M | +13,837+0.19% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.58% | 0.54% | #232 | $459.5M | 5.7M | $383.2M | 5.6M | +57,008+1.02% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.11% | 0.1% | #474 | $446.1M | 5.5M | $369.8M | 5.4M | +86,684+1.60% | Add |
| UBS Group AG |
| 0.06% | 0.06% | #540 | $437.6M | 5.4M | $377.5M | 5.5M | -130,457-2.36% | Reduce |
| ROYAL BANK OF CANADA |
| 0.07% | 0.06% | #530 | $437.1M | 5.4M | $343.5M | 5.0M | +361,424+7.18% | Add |
| OSAIC HOLDINGS, INC. |
| 0.44% | 0.44% | #267 | $375.7M | 4.6M | $301.4M | 4.4M | +221,277+5.01% | Add |
| Cetera Investment Advisers |
| 0.32% | 0.29% | #307 | $352.7M | 4.4M | $276.1M | 4.0M | +306,472+7.58% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.15% | 0.13% | #420 | $283.1M | 3.5M | $212.5M | 3.1M | +379,961+12.21% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.65% | 0.57% | #214 | $280.0M | 3.5M | $220.6M | 3.2M | +223,603+6.92% | Add |
| Private Advisor Group, LLC |
| 1.19% | 0.83% | #146 | $259.3M | 3.2M | $177.7M | 2.6M | +595,692+22.88% | Add |
| Kestra Advisory Services, LLC |
| 0.72% | 0.75% | #200 | $223.9M | 2.8M | $197.0M | 2.9M | -123,134-4.27% | Reduce |
| STIFEL FINANCIAL CORP |
| 0.18% | 0.16% | #394 | $216.8M | 2.7M | $174.3M | 2.6M | +121,379+4.75% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.08% | 0.07% | #504 | $203.2M | 2.6M | $140.4M | 2.1M | +457,136+21.71% | Add |
| TRUIST FINANCIAL CORP |
| 0.17% | 0.16% | #398 | $145.7M | 1.8M | $120.4M | 1.8M | +32,960+1.87% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.28% | 0.26% | #331 | $136.0M | 1.7M | $92.7M | 1.4M | +320,413+23.60% | Add |
| Janney Montgomery Scott LLC |
| 0.25% | 0.26% | #347 | $131.6M | 1.6M | $105.8M | 1.5M | +74,623+4.82% | Add |
| NewEdge Advisors, LLC |
| 0.36% | 0.35% | #292 | $120.1M | 1.5M | $98.2M | 1.4M | +43,747+3.04% | Add |
| BLAIR WILLIAM & CO/IL |
| 0.3% | 0.17% | #316 | $116.0M | 1.4M | $60.1M | 880,823 | +550,198+62.46% | Add |
| PNC FINANCIAL SERVICES GROUP, INC. |
| 0.06% | 0.06% | #537 | $114.0M | 1.4M | $95.4M | 1.4M | +10,169+0.73% | Add |
| HighTower Advisors, LLC |
| 0.11% | 0.11% | #475 | $108.8M | 1.3M | $104.1M | 1.5M | -181,850-11.93% | Reduce |
| Equitable Holdings, Inc. |
| 0.61% | 0.56% | #223 | $102.1M | 1.3M | $86.8M | 1.2M | +10,067+0.81% | Add |
| Baird Financial Group, Inc. |
| 0.13% | 0.12% | #451 | $92.1M | 1.1M | $76.9M | 1.1M | +8,940+0.79% | Add |
| Prospera Financial Services Inc |
| 1.3% | 1.29% | #137 | $89.6M | 1.1M | $80.0M | 1.2M | -65,501-5.59% | Reduce |
| Csenge Advisory Group |
| 3.51% | 3.28% | #54 | $86.5M | 1.1M | $71.6M | 1.0M | +18,746+1.79% | Add |
| D.A. DAVIDSON & CO. |
| 0.44% | 0.39% | #269 | $79.2M | 977,097 | $65.0M | 952,581 | +24,516+2.57% | Add |
| Rockefeller Capital Management L.P. |
| 0.12% | 0.12% | #457 | $78.4M | 967,545 | $66.1M | 967,621 | -76-0.01% | Reduce |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.86% | 0.79% | #181 | $78.0M | 961,997 | $63.9M | 935,616 | +26,381+2.82% | Add |
| Integrated Wealth Concepts LLC |
| 0.38% | 0.47% | #281 | $77.7M | 958,929 | $58.4M | 855,453 | +103,476+12.10% | Add |
| Corient Private Wealth LLC |
| 0.06% | 0.1% | #538 | $75.1M | 926,737 | $70.6M | 1.0M | -107,272-10.37% | Reduce |
| HARBOUR INVESTMENTS, INC. |
| 1% | 0.94% | #163 | $74.0M | 912,649 | $60.6M | 887,227 | +25,422+2.87% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #728 | $70.1M | 870,819 | $51.4M | 773,165 | +97,654+12.63% | Add |
| LIBERTY SQUARE WEALTH PARTNERS LLC |
| 16.62% | 15.34% | #2 | $69.8M | 860,676 | $55.0M | 805,324 | +55,352+6.87% | Add |
| Arax Advisory Partners |
| 0.38% | 0.93% | #282 | $57.5M | 709,083 | $32.8M | 480,602 | +228,481+47.54% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.29% | 0.2% | #324 | $56.7M | 698,928 | $38.9M | 569,198 | +129,730+22.79% | Add |
| Aptus Capital Advisors, LLC |
| 0.37% | 0.35% | #286 | $54.3M | 669,631 | $44.7M | 654,217 | +15,414+2.36% | Add |
| GUARDIAN WEALTH ADVISORS, LLC / NC |
| 3.03% | 2.77% | #68 | $53.9M | 665,509 | $44.1M | 645,395 | +20,114+3.12% | Add |
| AFFINITY WEALTH MANAGEMENT LLC |
| 6.93% | 6.86% | #13 | $53.8M | 663,879 | $45.3M | 663,446 | +433+0.07% | Add |
| Paradiem, LLC |
| 10.67% | — | #5 | $49.5M | 610,726 | $0 | 0 | +610,726 | New Buy |
| Stratos Wealth Partners, LTD. |
| 0.48% | 0.45% | #251 | $47.7M | 588,137 | $39.7M | 582,079 | +6,058+1.04% | Add |
| RVW Wealth, LLC |
| 3.13% | 3.04% | #64 | $47.6M | 586,906 | $39.0M | 570,710 | +16,196+2.84% | Add |
| Koshinski Asset Management, Inc. |
| 2.48% | 2.4% | #80 | $46.5M | 573,639 | $38.5M | 564,494 | +9,145+1.62% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.08% | 0.06% | #516 | $46.4M | 577,642 | $25.5M | 370,701 | +206,941+55.82% | Add |
| Ascension Capital Advisors, Inc. |
| 12.87% | 12.58% | #3 | $45.8M | 565,306 | $40.0M | 585,365 | -20,059-3.43% | Reduce |
| Perennial Investment Advisors, LLC |
| 2.99% | 2.82% | #69 | $44.9M | 554,406 | $35.4M | 519,015 | +35,391+6.82% | Add |
| Financial Partners Group, Inc |
| 4.46% | 4.44% | #40 | $44.0M | 542,375 | $37.1M | 543,025 | -650-0.12% | Reduce |
