| LPL Financial LLC |
| 0.09% | 0.09% | #181 | $412.8M | 1.5M | $342.6M | 1.3M | +105,655+7.83% | Add |
| MORGAN STANLEY |
| 0.01% | 0.01% | #403 | $250.3M | 881,929 | $164.7M | 700,800 | +181,129+25.85% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.02% | 0.02% | #378 | $245.8M | 866,092 | $215.6M | 848,721 | +17,371+2.05% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.03% | 0.02% | #311 | $170.1M | 599,395 | $119.6M | 471,002 | +128,393+27.26% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.02% | 0.01% | #372 | $79.6M | 280,520 | $59.9M | 235,359 | +45,161+19.19% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.02% | 0.02% | #350 | $73.6M | 259,178 | $65.0M | 255,794 | +3,384+1.32% | Add |
| UBS Group AG |
| 0.01% | 0.01% | #423 | $72.9M | 256,859 | $62.6M | 246,385 | +10,474+4.25% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #392 | $59.5M | 209,691 | $54.1M | 212,861 | -3,170-1.49% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.07% | 0.07% | #215 | $52.8M | 185,880 | $46.8M | 184,097 | +1,783+0.97% | Add |
| Howard Capital Management Group, LLC |
| 3.2% | 3.13% | #8 | $52.3M | 184,408 | $47.2M | 185,898 | -1,490-0.80% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.06% | 0.05% | #223 | $51.3M | 180,518 | $36.6M | 144,032 | +36,486+25.33% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #519 | $49.6M | 178,971 | $25.9M | 107,109 | +71,862+67.09% | Add |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #444 | $49.1M | 173,177 | $44.0M | 173,149 | +28+0.02% | Add |
| AFFINITY WEALTH MANAGEMENT LLC |
| 5.72% | 6.05% | #2 | $44.4M | 156,609 | $40.0M | 157,447 | -838-0.53% | Reduce |
| Cetera Investment Advisers |
| 0.04% | 0.04% | #282 | $41.4M | 145,795 | $35.5M | 139,644 | +6,151+4.40% | Add |
| Enclave Advisors LLC |
| 5.14% | 4.64% | #3 | $40.6M | 143,072 | $33.9M | 133,374 | +9,698+7.27% | Add |
| PNC FINANCIAL SERVICES GROUP, INC. |
| 0.02% | 0.02% | #349 | $40.6M | 143,045 | $35.6M | 140,175 | +2,870+2.05% | Add |
| Gerber Kawasaki Wealth & Investment Management |
| 0.93% | 0.94% | #37 | $35.0M | 123,156 | $29.5M | 116,265 | +6,891+5.93% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #516 | $33.6M | 118,572 | $33.1M | 130,521 | -11,949-9.15% | Reduce |
| Robinhood Asset Management, LLC |
| 1.78% | 1.81% | #17 | $33.3M | 117,413 | $24.9M | 98,151 | +19,262+19.62% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.07% | 0.07% | #204 | $32.3M | 113,789 | $29.0M | 114,267 | -478-0.42% | Reduce |
| BNP PARIBAS FINANCIAL MARKETS |
| 0.01% | 0.02% | #394 | $29.2M | 102,923 | $44.1M | 173,580 | -70,657-40.71% | Reduce |
| Teamwork Financial Advisors, LLC |
| 2.18% | 2.01% | #12 | $24.0M | 84,616 | $19.0M | 74,902 | +9,714+12.97% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.05% | 0.05% | #258 | $22.9M | 80,750 | $18.3M | 72,133 | +8,617+11.95% | Add |
| STIFEL FINANCIAL CORP |
| 0.02% | 0.02% | #358 | $22.4M | 78,782 | $19.8M | 77,866 | +916+1.18% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #546 | $21.6M | 76,186 | $27.0M | 106,273 | -30,087-28.31% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| 0.01% | 0.01% | #428 | $21.2M | 77,451 | $16.1M | 64,336 | +13,115+20.39% | Add |
| CUMBERLAND ADVISORS INC |
| 7.26% | 7.33% | #1 | $20.6M | 72,577 | $18.7M | 73,747 | -1,170-1.59% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.01% | 0.01% | #418 | $19.1M | 67,272 | $17.3M | 68,182 | -910-1.33% | Reduce |
| Warner Group LLC |
| 4.56% | 5.3% | #4 | $18.5M | 65,204 | $8.1M | 31,938 | +33,266+104.16% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #539 | $16.7M | 58,770 | $12.4M | 48,704 | +10,066+20.67% | Add |
| WESPAC Advisors SoCal, LLC |
| 2.5% | 2.67% | #10 | $14.3M | 50,425 | $12.5M | 49,364 | +1,061+2.15% | Add |
| Focus Partners Wealth |
| 0.01% | 0.01% | #391 | $13.8M | 48,491 | $12.2M | 48,205 | +286+0.59% | Add |
| ARMSTRONG ADVISORY GROUP, INC |
| 0.83% | 0.79% | #40 | $13.7M | 48,295 | $11.8M | 46,393 | +1,902+4.10% | Add |
| Merit Financial Group, LLC |
| 0.07% | 0.08% | #207 | $11.9M | 41,888 | $10.9M | 42,932 | -1,044-2.43% | Reduce |
| Rockefeller Capital Management L.P. |
| 0.02% | 0.02% | #364 | $11.5M | 40,666 | $8.7M | 34,296 | +6,370+18.57% | Add |
| HighTower Advisors, LLC |
| 0.01% | 0.01% | #415 | $11.5M | 40,634 | $9.0M | 35,504 | +5,130+14.45% | Add |
| Janney Montgomery Scott LLC |
| 0.02% | 0.02% | #341 | $11.3M | 39,842 | $10.0M | 39,266 | +576+1.47% | Add |
| Quadrature Capital Ltd |
| 0.09% | 0.08% | #178 | $11.0M | 38,899 | $6.9M | 26,991 | +11,908+44.12% | Add |
| Sanctuary Advisors, LLC |
| 0.05% | 0.04% | #256 | $10.2M | 35,928 | $6.6M | 25,806 | +10,122+39.22% | Add |
| Wealthfront Advisers LLC |
| 0.02% | 0.02% | #353 | $10.1M | 35,555 | $8.4M | 33,116 | +2,439+7.37% | Add |
| Maloon Powers Pitre Higgins & Dennehy, LLC |
| 3.47% | — | #6 | $10.1M | 35,536 | $0 | 0 | +35,536 | New Buy |
| Integrated Wealth Concepts LLC |
| 0.05% | 0.06% | #250 | $9.8M | 34,609 | $7.5M | 29,608 | +5,001+16.89% | Add |
| FLC Capital Advisors |
| 1.54% | 1.55% | #20 | $9.5M | 33,637 | $8.7M | 34,082 | -445-1.31% | Reduce |
| CoreCap Advisors, LLC |
| 0.28% | 0.36% | #91 | $9.4M | 33,083 | $10.7M | 41,995 | -8,912-21.22% | Reduce |
| BOURGEON CAPITAL MANAGEMENT LLC |
| 1.37% | 1.5% | #21 | $9.3M | 32,764 | $8.7M | 34,109 | -1,345-3.94% | Reduce |
| Y.D. More Investments Ltd |
| 0.28% | 0.28% | #90 | $9.2M | 32,470 | $7.2M | 28,910 | +3,560+12.31% | Add |
| HBW ADVISORY SERVICES LLC |
| 0.81% | 0.71% | #42 | $9.0M | 31,696 | $6.8M | 26,679 | +5,017+18.81% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.05% | 0.06% | #264 | $8.9M | 31,258 | $11.8M | 46,405 | -15,147-32.64% | Reduce |
| Kestra Advisory Services, LLC |
| 0.03% | 0.03% | #308 | $8.8M | 30,964 | $7.7M | 30,227 | +737+2.44% | Add |
