| BANK OF AMERICA CORP /DE/ |
| 0.09% | 0.09% | #177 | $1.37B | 7.8M | $1.23B | 7.4M | +348,807+4.70% | Add |
| MORGAN STANLEY |
| 0.02% | 0.02% | #331 | $394.9M | 2.2M | $328.9M | 2.1M | +119,717+5.66% | Add |
| LPL Financial LLC |
| 0.08% | 0.09% | #189 | $346.3M | 2.0M | $325.9M | 2.0M | -6,243-0.32% | Reduce |
| UBS Group AG |
| 0.02% | 0.02% | #348 | $141.1M | 798,868 | $134.4M | 811,147 | -12,279-1.51% | Reduce |
| WELLS FARGO & COMPANY/MN |
| 0.02% | 0.02% | #329 | $132.5M | 749,896 | $122.1M | 736,972 | +12,924+1.75% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.02% | 0.02% | #321 | $115.8M | 657,165 | $92.3M | 557,207 | +99,958+17.94% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.03% | 0.03% | #298 | $105.0M | 594,361 | $87.5M | 528,143 | +66,218+12.54% | Add |
| HighTower Advisors, LLC |
| 0.08% | 0.09% | #184 | $84.8M | 480,274 | $81.4M | 491,329 | -11,055-2.25% | Reduce |
| Cetera Investment Advisers |
| 0.06% | 0.06% | #221 | $65.1M | 368,675 | $58.4M | 352,527 | +16,148+4.58% | Add |
| Capital Asset Advisory Services LLC |
| 2.18% | 2.2% | #16 | $60.2M | 340,582 | $57.4M | 325,342 | +15,240+4.68% | Add |
| AXXCESS WEALTH MANAGEMENT, LLC |
| 0.95% | — | #39 | $59.5M | 336,790 | $0 | 0 | +336,790 | New Buy |
| Summit Trail Advisors, LLC |
| 0.73% | 0.79% | #49 | $58.3M | 329,916 | $55.1M | 332,632 | -2,716-0.82% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.06% | 0.06% | #222 | $50.3M | 284,558 | $44.2M | 266,754 | +17,804+6.67% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.02% | 0.02% | #343 | $45.5M | 265,171 | $37.6M | 228,497 | +36,674+16.05% | Add |
| MEITAV INVESTMENT HOUSE LTD |
| 0.31% | 0.5% | #89 | $45.4M | 256,977 | $45.6M | 275,480 | -18,503-6.72% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #384 | $42.6M | 241,110 | $36.6M | 221,008 | +20,102+9.10% | Add |
| MAI Capital Management |
| 0.14% | 0.2% | #142 | $37.7M | 213,597 | $35.8M | 216,231 | -2,634-1.22% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.05% | 0.05% | #254 | $37.2M | 210,373 | $33.8M | 203,720 | +6,653+3.27% | Add |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #426 | $36.2M | 205,124 | $33.3M | 200,967 | +4,157+2.07% | Add |
| Modern Wealth Management, LLC |
| 0.41% | 0.36% | #72 | $34.7M | 196,588 | $21.3M | 125,622 | +70,966+56.49% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.07% | 0.06% | #204 | $34.1M | 193,028 | $21.3M | 128,577 | +64,451+50.13% | Add |
| TRUIST FINANCIAL CORP |
| 0.04% | 0.04% | #283 | $29.6M | 167,452 | $27.2M | 164,314 | +3,138+1.91% | Add |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD |
| 1.21% | 1.8% | #32 | $29.4M | 166,184 | $27.5M | 166,184 | 00.00% | Unchanged |
| Cambridge Investment Research Advisors, Inc. |
| 0.07% | 0.08% | #206 | $29.3M | 165,745 | $31.4M | 189,390 | -23,645-12.48% | Reduce |
| Kestra Advisory Services, LLC |
| 0.09% | 0.1% | #173 | $29.0M | 164,204 | $25.5M | 153,727 | +10,477+6.82% | Add |
| Equitable Holdings, Inc. |
| 0.15% | 0.13% | #137 | $25.0M | 141,541 | $20.2M | 128,625 | +12,916+10.04% | Add |
| Janney Montgomery Scott LLC |
| 0.05% | 0.05% | #251 | $24.7M | 140,041 | $18.5M | 111,812 | +28,229+25.25% | Add |
| STIFEL FINANCIAL CORP |
| 0.02% | 0.02% | #335 | $24.2M | 136,776 | $23.3M | 140,713 | -3,937-2.80% | Reduce |
| Beacon Pointe Advisors, LLC |
| 0.11% | 0.1% | #167 | $23.1M | 130,700 | $18.9M | 114,217 | +16,483+14.43% | Add |
| Composition Wealth, LLC |
| 0.27% | 0.91% | #100 | $22.8M | 129,192 | $66.2M | 399,687 | -270,495-67.68% | Reduce |
| Focus Partners Wealth |
| 0.02% | 0.02% | #326 | $21.6M | 122,237 | $19.4M | 117,227 | +5,010+4.27% | Add |
| IHT Wealth Management, LLC |
| 0.44% | 0.35% | #66 | $20.8M | 117,811 | $15.1M | 91,168 | +26,643+29.22% | Add |
| Presidio Capital Management, LLC |
| 5.19% | 4.11% | #6 | $20.8M | 117,602 | $14.2M | 85,436 | +32,166+37.65% | Add |
| Corient Private Wealth LLC |
| 0.01% | 0.02% | #359 | $18.9M | 106,868 | $17.4M | 105,218 | +1,650+1.57% | Add |
| SEARCY FINANCIAL SERVICES INC /ADV |
| 6.21% | 6.51% | #3 | $18.5M | 104,831 | $17.5M | 105,875 | -1,044-0.99% | Reduce |
| J.W. COLE ADVISORS, INC. |
| 0.3% | 0.53% | #91 | $17.6M | 99,504 | $15.8M | 95,064 | +4,440+4.67% | Add |
| ASSETMARK, INC |
| 0.03% | 0.02% | #302 | $16.1M | 90,938 | $11.4M | 68,974 | +21,964+31.84% | Add |
| EFG International AG |
| 0.28% | 0.3% | #97 | $15.2M | 85,918 | $14.2M | 85,918 | 00.00% | Unchanged |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #518 | $14.7M | 83,264 | $13.8M | 83,226 | +38+0.05% | Add |
| BNP PARIBAS FINANCIAL MARKETS |
| 0.01% | <0.01% | #413 | $14.1M | 80,005 | $2,486 | 15 | +79,990+533,266.67% | Add |
| Private Advisor Group, LLC |
| 0.06% | 0.09% | #217 | $13.3M | 75,106 | $19.1M | 115,401 | -40,295-34.92% | Reduce |
| Perigon Wealth Management, LLC |
| 0.21% | 0.21% | #115 | $13.3M | 75,032 | $12.5M | 75,488 | -456-0.60% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.01% | 0.01% | #411 | $13.1M | 74,041 | $23.9M | 144,228 | -70,187-48.66% | Reduce |
| VALLEY WEALTH MANAGERS, INC. |
| 0.75% | 0.75% | #46 | $13.0M | 73,622 | $11.7M | 70,503 | +3,119+4.42% | Add |
| ADAPT WEALTH ADVISORS, LLC |
| 4.09% | 4.26% | #7 | $12.5M | 70,753 | $11.8M | 70,963 | -210-0.30% | Reduce |
| Hollow Brook Wealth Management LLC |
| 2.23% | 2.69% | #15 | $11.2M | 63,635 | $10.5M | 63,571 | +64+0.10% | Add |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD |
| 1.34% | 2% | #27 | $10.8M | 61,165 | $10.1M | 61,165 | 00.00% | Unchanged |
| Steward Partners Investment Advisory, LLC |
| 0.05% | 0.05% | #234 | $10.7M | 60,669 | $10.2M | 61,794 | -1,125-1.82% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #550 | $10.7M | 61,770 | $8.1M | 50,424 | +11,346+22.50% | Add |
| Pachira Investments Inc. |
| 3.98% | 3.33% | #8 | $10.6M | 59,748 | $7.1M | 43,042 | +16,706+38.81% | Add |
