| MORGAN STANLEY |
| 0.02% | 0.02% | #384 | $367.3M | 4.0M | $276.4M | 3.0M | +1.0M+34.55% | Add |
| LPL Financial LLC |
| 0.08% | 0.08% | #279 | $352.9M | 3.8M | $315.7M | 3.4M | +406,647+11.89% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.06% | 0.06% | #297 | $264.8M | 2.9M | $241.3M | 2.6M | +257,231+9.84% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.07% | 0.05% | #291 | $257.1M | 2.8M | $165.5M | 1.8M | +994,053+55.41% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.03% | 0.04% | #350 | $207.4M | 2.2M | $206.1M | 2.2M | +15,648+0.70% | Add |
| AE Wealth Management LLC |
| 0.79% | 0.94% | #114 | $170.0M | 1.8M | $174.6M | 1.9M | -49,316-2.61% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #425 | $169.6M | 1.8M | $150.0M | 1.6M | +213,654+13.14% | Add |
| OneDigital Investment Advisors LLC |
| 1.43% | 1.58% | #84 | $169.3M | 1.8M | $161.6M | 1.8M | +84,786+4.84% | Add |
| OSAIC HOLDINGS, INC. |
| 0.19% | 0.23% | #197 | $165.7M | 1.8M | $156.5M | 1.7M | +98,644+5.81% | Add |
| TECTONIC ADVISORS LLC |
| 7.4% | 7.92% | #13 | $154.0M | 1.7M | $149.8M | 1.6M | +46,685+2.88% | Add |
| NewEdge Advisors, LLC |
| 0.4% | 0.45% | #141 | $135.9M | 1.5M | $123.3M | 1.3M | +137,905+10.32% | Add |
| Koss-Olinger Consulting, LLC |
| 9.57% | 9.8% | #11 | $124.2M | 1.3M | $116.9M | 1.3M | +80,646+6.37% | Add |
| Waverly Advisors, LLC |
| 0.71% | 0.7% | #115 | $122.9M | 1.3M | $94.3M | 1.0M | +310,172+30.34% | Add |
| Cetera Investment Advisers |
| 0.11% | 0.11% | #246 | $119.2M | 1.3M | $102.8M | 1.1M | +179,064+16.07% | Add |
| Sand Hill Global Advisors, LLC |
| 3.45% | 3.31% | #31 | $114.7M | 1.2M | $98.3M | 1.1M | +178,820+16.79% | Add |
| JPMORGAN CHASE & CO |
| 0.01% | 0.01% | #452 | $108.2M | 1.2M | $82.2M | 893,415 | +275,052+30.79% | Add |
| Heirloom Wealth Management |
| 15.45% | 16.95% | #3 | $106.6M | 1.2M | $94.1M | 1.0M | +136,695+13.41% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 1.44% | 1.6% | #81 | $91.4M | 991,278 | $88.2M | 956,087 | +35,191+3.68% | Add |
| UBS Group AG |
| 0.01% | 0.01% | #423 | $87.3M | 946,854 | $84.1M | 911,703 | +35,151+3.86% | Add |
| CreativeOne Wealth, LLC |
| 1.8% | 1.79% | #70 | $83.5M | 905,609 | $77.1M | 835,724 | +69,885+8.36% | Add |
| Gotham Asset Management, LLC |
| 0.17% | 0.18% | #210 | $73.7M | 798,729 | $59.4M | 643,160 | +155,569+24.19% | Add |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #434 | $60.3M | 654,022 | $59.2M | 641,859 | +12,163+1.89% | Add |
| Buck Wealth Strategies, LLC |
| 6.28% | 7.16% | #14 | $60.1M | 651,556 | $58.0M | 628,413 | +23,143+3.68% | Add |
| Vickerman Investment Advisors, Inc. |
| 11.46% | 14.32% | #6 | $59.0M | 639,932 | $68.1M | 738,218 | -98,286-13.31% | Reduce |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.09% | 0.08% | #265 | $59.0M | 639,633 | $45.5M | 492,905 | +146,728+29.77% | Add |
| Concurrent Investment Advisors, LLC |
| 0.47% | 0.57% | #134 | $55.5M | 602,397 | $52.3M | 566,907 | +35,490+6.26% | Add |
| FSM Wealth Advisors, LLC |
| 5.73% | 6.38% | #18 | $53.8M | 583,033 | $49.6M | 537,942 | +45,091+8.38% | Add |
| STIFEL FINANCIAL CORP |
| 0.04% | 0.04% | #326 | $52.3M | 566,667 | $44.2M | 478,511 | +88,156+18.42% | Add |
| EVOLVE PRIVATE WEALTH, LLC |
| 3.12% | 2.6% | #40 | $51.0M | 553,056 | $48.6M | 526,533 | +26,523+5.04% | Add |
| Advocacy Wealth Management, LLC |
| 2.22% | 2.23% | #57 | $50.4M | 545,719 | $50.4M | 545,719 | 00.00% | Unchanged |
| Bouchey Financial Group, Ltd. |
| 3.25% | — | #37 | $50.3M | 545,883 | $0 | 0 | +545,883 | New Buy |
| HighTower Advisors, LLC |
| 0.04% | 0.04% | #331 | $44.1M | 478,289 | $40.7M | 441,013 | +37,276+8.45% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.07% | 0.09% | #295 | $43.5M | 471,968 | $49.9M | 540,783 | -68,815-12.73% | Reduce |
| RFG Advisory, LLC |
| 0.66% | 0.48% | #119 | $42.0M | 455,902 | $26.1M | 282,970 | +172,932+61.11% | Add |
| Hudson Capital Management LLC |
| 9.87% | 10.22% | #10 | $40.8M | 442,761 | $39.5M | 428,534 | +14,227+3.32% | Add |
| Cooper Financial Group |
| 3.31% | 3.7% | #35 | $39.9M | 433,100 | $36.6M | 396,395 | +36,705+9.26% | Add |
| ECLECTIC ASSOCIATES INC /ADV |
| 4.31% | 4.25% | #22 | $37.8M | 410,428 | $32.0M | 346,903 | +63,525+18.31% | Add |
| Mariner, LLC |
| 0.04% | 0.05% | #338 | $37.6M | 407,558 | $46.4M | 502,485 | -94,927-18.89% | Reduce |
| BNP PARIBAS FINANCIAL MARKETS |
| 0.02% | 0.02% | #399 | $35.4M | 383,537 | $35.1M | 380,841 | +2,696+0.71% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.04% | 0.07% | #325 | $34.6M | 375,064 | $51.1M | 553,686 | -178,622-32.26% | Reduce |
| Christian Investment Advisors, Inc. |
| 20.33% | 20.46% | #2 | $34.5M | 373,981 | $32.4M | 345,997 | +27,984+8.09% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.01% | 0.01% | #411 | $33.8M | 365,565 | $23.9M | 260,671 | +104,894+40.24% | Add |
| Kestra Advisory Services, LLC |
| 0.1% | 0.1% | #253 | $31.8M | 345,148 | $27.5M | 297,527 | +47,621+16.01% | Add |
| O'Connor Financial Group LLC |
| 10.82% | 8.91% | #8 | $30.6M | 331,895 | $21.8M | 235,894 | +96,001+40.70% | Add |
| Legacy Private Trust Co. |
| 1.69% | 1.67% | #73 | $30.5M | 330,525 | $27.1M | 293,994 | +36,531+12.43% | Add |
| TRUIST FINANCIAL CORP |
| 0.04% | 0.04% | #345 | $29.5M | 319,915 | $29.4M | 318,700 | +1,215+0.38% | Add |
| Goldstein Advisors, LLC |
| 2.67% | 2.89% | #48 | $29.2M | 316,893 | $26.0M | 281,501 | +35,392+12.57% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.05% | 0.06% | #312 | $29.1M | 318,668 | $28.5M | 309,290 | +9,378+3.03% | Add |
| Private Advisor Group, LLC |
| 0.13% | 0.12% | #234 | $28.6M | 310,214 | $24.9M | 269,954 | +40,260+14.91% | Add |
| Cornerstone Wealth Management, LLC |
| 1.23% | 1.3% | #90 | $28.5M | 309,271 | $26.0M | 281,894 | +27,377+9.71% | Add |
