| BANK OF AMERICA CORP /DE/ |
| 0.09% | 0.08% | #323 | $1.39B | 10.4M | $1.07B | 9.7M | +751,288+7.76% | Add |
| MORGAN STANLEY |
| 0.05% | 0.03% | #388 | $882.5M | 6.6M | $454.8M | 4.7M | +1.9M+40.79% | Add |
| LPL Financial LLC |
| 0.18% | 0.15% | #243 | $810.2M | 6.1M | $572.0M | 5.2M | +916,666+17.75% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.1% | 0.09% | #304 | $379.0M | 2.8M | $290.0M | 2.6M | +226,591+8.66% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.06% | 0.05% | #362 | $357.0M | 2.7M | $254.0M | 2.3M | +387,027+16.88% | Add |
| UBS Group AG |
| 0.04% | 0.04% | #398 | $317.1M | 2.4M | $259.8M | 2.3M | +34,700+1.48% | Add |
| ROYAL BANK OF CANADA |
| 0.03% | 0.03% | #425 | $198.1M | 1.5M | $158.5M | 1.4M | +55,587+3.89% | Add |
| MENORA MIVTACHIM HOLDINGS LTD. |
| 0.7% | — | #122 | $180.0M | 1.4M | $0 | 0 | +1.4M | New Buy |
| Cambridge Investment Research Advisors, Inc. |
| 0.36% | 0.31% | #179 | $153.9M | 1.2M | $121.5M | 1.1M | +58,044+5.29% | Add |
| OSAIC HOLDINGS, INC. |
| 0.17% | 0.14% | #249 | $148.8M | 1.1M | $96.8M | 873,587 | +243,071+27.82% | Add |
| Cetera Investment Advisers |
| 0.11% | 0.09% | #299 | $118.6M | 889,881 | $85.1M | 767,824 | +122,057+15.90% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.03% | 0.02% | #438 | $108.8M | 816,728 | $86.9M | 784,859 | +31,869+4.06% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.13% | 0.1% | #281 | $100.8M | 756,258 | $68.9M | 622,159 | +134,099+21.55% | Add |
| Kestra Advisory Services, LLC |
| 0.25% | 0.25% | #206 | $78.0M | 585,644 | $66.4M | 599,696 | -14,052-2.34% | Reduce |
| STIFEL FINANCIAL CORP |
| 0.06% | 0.05% | #355 | $73.4M | 550,874 | $50.8M | 458,357 | +92,517+20.18% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.04% | 0.03% | #409 | $68.0M | 510,524 | $53.5M | 482,881 | +27,643+5.72% | Add |
| Parcion Private Wealth LLC |
| 2.52% | 3.54% | #37 | $66.6M | 499,778 | $57.2M | 516,187 | -16,409-3.18% | Reduce |
| HighTower Advisors, LLC |
| 0.06% | 0.05% | #366 | $59.0M | 442,987 | $49.6M | 447,548 | -4,561-1.02% | Reduce |
| AMERIPRISE FINANCIAL INC |
| 0.01% | 0.01% | #488 | $56.9M | 427,150 | $28.6M | 258,484 | +168,666+65.25% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.09% | 0.09% | #318 | $45.8M | 343,640 | $31.5M | 284,465 | +59,175+20.80% | Add |
| Proficio Capital Partners LLC |
| 1.6% | 1.3% | #70 | $44.5M | 333,906 | $24.3M | 219,481 | +114,425+52.13% | Add |
| Rockefeller Capital Management L.P. |
| 0.07% | 0.06% | #351 | $42.5M | 318,869 | $32.7M | 295,214 | +23,655+8.01% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.54% | 0.45% | #143 | $40.2M | 301,864 | $29.4M | 265,067 | +36,797+13.88% | Add |
| Mirae Asset Global Investments Co., Ltd. |
| 0.06% | 0.04% | #369 | $38.1M | 286,000 | $15.5M | 140,000 | +146,000+104.29% | Add |
| Equitable Holdings, Inc. |
| 0.21% | 0.16% | #227 | $35.8M | 268,920 | $24.4M | 248,255 | +20,665+8.32% | Add |
| Janney Montgomery Scott LLC |
| 0.07% | 0.06% | #346 | $35.0M | 263,029 | $26.1M | 235,602 | +27,427+11.64% | Add |
| Sanctuary Advisors, LLC |
| 0.16% | 0.17% | #262 | $34.3M | 257,146 | $30.7M | 277,294 | -20,148-7.27% | Reduce |
| NewEdge Advisors, LLC |
| 0.1% | 0.08% | #306 | $34.0M | 255,007 | $23.1M | 208,896 | +46,111+22.07% | Add |
| FIL Ltd |
| 0.02% | 0.01% | #444 | $33.4M | 250,947 | $14.7M | 132,522 | +118,425+89.36% | Add |
| BNP PARIBAS FINANCIAL MARKETS |
| 0.02% | 0.03% | #467 | $33.4M | 250,356 | $55.5M | 500,900 | -250,544-50.02% | Reduce |
| Comprehensive Wealth Management, LLC |
| 14.96% | 12.61% | #1 | $32.7M | 245,734 | $24.9M | 225,184 | +20,550+9.13% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #566 | $32.5M | 247,170 | $22.9M | 216,248 | +30,922+14.30% | Add |
| Next Level Private LLC |
| 6.11% | 5.57% | #9 | $31.2M | 234,279 | $24.7M | 222,741 | +11,538+5.18% | Add |
| Private Advisor Group, LLC |
| 0.14% | 0.13% | #271 | $29.7M | 223,243 | $27.8M | 251,084 | -27,841-11.09% | Reduce |
| SAGE PRIVATE WEALTH GROUP, LLC |
| 12.37% | 11% | #2 | $27.5M | 206,553 | $21.9M | 197,355 | +9,198+4.66% | Add |
| TRUIST FINANCIAL CORP |
| 0.03% | 0.03% | #423 | $25.6M | 192,461 | $20.5M | 184,649 | +7,812+4.23% | Add |
| TRUE Private Wealth Advisors |
| 2.18% | 0.12% | #49 | $25.2M | 189,260 | $1.3M | 11,421 | +177,839+1,557.12% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.4% | 0.36% | #165 | $25.1M | 188,078 | $19.8M | 179,182 | +8,896+4.96% | Add |
| OPPENHEIMER & CO INC |
| 0.26% | 0.21% | #205 | $24.0M | 180,118 | $17.4M | 157,150 | +22,968+14.62% | Add |
| Arkadios Wealth Advisors |
| 0.36% | 0.19% | #178 | $23.7M | 177,746 | $11.4M | 102,512 | +75,234+73.39% | Add |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD |
| 0.97% | 1.29% | #96 | $23.7M | 177,688 | $19.7M | 177,688 | 00.00% | Unchanged |
| Presidio Capital Management, LLC |
| 5.82% | 4.76% | #11 | $23.3M | 174,591 | $16.4M | 148,090 | +26,501+17.90% | Add |
| Gateway Wealth Partners, LLC |
| 1.28% | 0.12% | #84 | $21.3M | 159,922 | $3.0M | 26,638 | +133,284+500.35% | Add |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| 1.01% | 0.04% | #92 | $21.2M | 159,408 | $610,855 | 5,514 | +153,894+2,790.97% | Add |
| ECLECTIC ASSOCIATES INC /ADV |
| 2.29% | 2.05% | #44 | $20.2M | 158,288 | $15.4M | 159,243 | -955-0.60% | Reduce |
| Steward Partners Investment Advisory, LLC |
| 0.1% | 0.07% | #305 | $20.1M | 150,473 | $13.9M | 125,252 | +25,221+20.14% | Add |
| Stratos Wealth Partners, LTD. |
| 0.2% | 0.16% | #237 | $19.7M | 147,885 | $14.5M | 130,884 | +17,001+12.99% | Add |
| Pictet North America Advisors SA |
| 1.72% | 1.71% | #66 | $19.5M | 146,319 | $17.3M | 155,764 | -9,445-6.06% | Reduce |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 0.2% | 0.17% | #235 | $19.4M | 145,468 | $13.6M | 122,934 | +22,534+18.33% | Add |
| CITIGROUP INC |
| 0.01% | 0.01% | #520 | $18.5M | 138,497 | $12.5M | 112,834 | +25,663+22.74% | Add |
