| LPL Financial LLC |
| 0.25% | 0.26% | #213 | $1.12B | 26.0M | $980.7M | 24.9M | +1.2M+4.70% | Add |
| MORGAN STANLEY |
| 0.04% | 0.04% | #407 | $796.6M | 18.5M | $677.4M | 17.8M | +648,622+3.64% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.18% | 0.19% | #255 | $664.0M | 15.4M | $604.3M | 15.3M | +66,170+0.43% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.09% | 0.09% | #331 | $572.0M | 13.3M | $497.7M | 12.6M | +635,315+5.03% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.03% | 0.03% | #439 | $428.9M | 9.9M | $373.1M | 9.5M | +478,207+5.05% | Add |
| Cetera Investment Advisers |
| 0.32% | 0.33% | #183 | $356.1M | 8.3M | $313.2M | 7.9M | +311,768+3.92% | Add |
| ROYAL BANK OF CANADA |
| 0.04% | 0.05% | #405 | $292.1M | 6.8M | $263.0M | 6.7M | +101,095+1.52% | Add |
| UBS Group AG |
| 0.04% | 0.04% | #417 | $289.6M | 6.7M | $248.0M | 6.3M | +424,879+6.76% | Add |
| Capital Investment Advisors, LLC |
| 2.69% | 2.64% | #32 | $204.1M | 4.7M | $180.4M | 4.6M | +155,699+3.40% | Add |
| HARBOUR INVESTMENTS, INC. |
| 2.33% | 2.33% | #44 | $173.3M | 4.0M | $151.0M | 3.8M | +187,438+4.89% | Add |
| STIFEL FINANCIAL CORP |
| 0.14% | 0.14% | #287 | $170.3M | 3.9M | $155.6M | 3.9M | +2,733+0.07% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.2% | 0.19% | #247 | $157.4M | 3.6M | $136.2M | 3.5M | +192,180+5.56% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.03% | 0.04% | #424 | $145.0M | 3.4M | $142.8M | 3.6M | -261,009-7.21% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.16% | 0.16% | #265 | $139.1M | 3.2M | $110.9M | 2.8M | +410,028+14.58% | Add |
| PARK NATIONAL CORP /OH/ |
| 4.87% | 4.18% | #10 | $136.7M | 3.5M | $136.9M | 3.5M | -5,819-0.17% | Reduce |
| HighTower Advisors, LLC |
| 0.13% | 0.12% | #300 | $136.5M | 3.2M | $117.3M | 3.0M | +190,700+6.41% | Add |
| TRUIST FINANCIAL CORP |
| 0.14% | 0.14% | #285 | $118.8M | 2.8M | $104.6M | 2.7M | +99,715+3.76% | Add |
| LVZ, Inc. |
| 11.85% | 12.03% | #2 | $116.7M | 2.7M | $105.4M | 2.7M | +29,776+1.11% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.06% | 0.06% | #369 | $111.0M | 2.6M | $98.5M | 2.5M | +75,103+3.01% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.25% | 0.26% | #216 | $106.9M | 2.5M | $102.4M | 2.6M | -120,639-4.64% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| 0.03% | 0.03% | #430 | $79.2M | 1.8M | $58.3M | 1.5M | +333,908+22.18% | Add |
| BLAIR WILLIAM & CO/IL |
| 0.2% | 0.17% | #245 | $77.3M | 1.8M | $58.4M | 1.5M | +311,654+21.05% | Add |
| Baird Financial Group, Inc. |
| 0.1% | 0.1% | #318 | $75.9M | 1.8M | $66.6M | 1.7M | +71,063+4.21% | Add |
| Kestra Advisory Services, LLC |
| 0.24% | 0.25% | #225 | $73.4M | 1.7M | $65.4M | 1.7M | +41,837+2.52% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.15% | 0.15% | #278 | $72.6M | 1.7M | $53.9M | 1.4M | +315,346+23.05% | Add |
| Southern Financial Group, LLC |
| 14.41% | 14.36% | #1 | $56.4M | 1.3M | $51.4M | 1.3M | +4,932+0.38% | Add |
| Private Advisor Group, LLC |
| 0.25% | 0.27% | #212 | $55.3M | 1.3M | $57.0M | 1.4M | -162,058-11.22% | Reduce |
| NewEdge Advisors, LLC |
| 0.15% | 0.13% | #273 | $51.7M | 1.2M | $36.8M | 932,398 | +265,188+28.44% | Add |
| Rockefeller Capital Management L.P. |
| 0.08% | 0.09% | #346 | $50.2M | 1.2M | $50.6M | 1.3M | -117,740-9.18% | Reduce |
| Janney Montgomery Scott LLC |
| 0.08% | 0.09% | #345 | $40.7M | 944,146 | $35.9M | 911,680 | +32,466+3.56% | Add |
| MGO ONE SEVEN LLC |
| 0.64% | 0.06% | #123 | $38.7M | 897,391 | $3.2M | 80,138 | +817,253+1,019.81% | Add |
| JSF Financial, LLC |
| 6.05% | 6.89% | #8 | $38.2M | 886,168 | $35.2M | 891,631 | -5,463-0.61% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.06% | 0.05% | #367 | $37.2M | 870,714 | $22.7M | 571,011 | +299,703+52.49% | Add |
| D.A. DAVIDSON & CO. |
| 0.2% | 0.18% | #244 | $36.7M | 850,035 | $29.1M | 736,973 | +113,062+15.34% | Add |
| Integrated Wealth Concepts LLC |
| 0.18% | 0.21% | #257 | $36.2M | 838,033 | $25.8M | 653,431 | +184,602+28.25% | Add |
| Western Wealth Management, LLC |
| 1.18% | 1.28% | #83 | $36.1M | 837,131 | $33.5M | 849,178 | -12,047-1.42% | Reduce |
| Prospera Financial Services Inc |
| 0.5% | 0.54% | #144 | $34.4M | 796,153 | $33.6M | 852,512 | -56,359-6.61% | Reduce |
| GW HENSSLER & ASSOCIATES LTD |
| 1.33% | 1.27% | #76 | $29.8M | 690,450 | $27.0M | 685,207 | +5,243+0.77% | Add |
| Decker Wealth Management LLC |
| 5.96% | 5.62% | #9 | $28.1M | 650,826 | $24.8M | 628,685 | +22,141+3.52% | Add |
| Csenge Advisory Group |
| 1.14% | 0.33% | #88 | $28.1M | 650,365 | $7.2M | 183,235 | +467,130+254.93% | Add |
| Private Wealth Asset Management, LLC |
| 2.67% | 2.15% | #34 | $27.7M | 639,969 | $20.1M | 510,590 | +129,379+25.34% | Add |
| FIRST TRUST ADVISORS LP |
| 0.02% | 0.02% | #467 | $27.3M | 634,332 | $21.1M | 535,680 | +98,652+18.42% | Add |
| Blue Chip Partners, LLC |
| 1.7% | 1.72% | #63 | $26.9M | 623,257 | $24.0M | 607,551 | +15,706+2.59% | Add |
| Sanctuary Advisors, LLC |
| 0.12% | 0.13% | #307 | $26.4M | 611,352 | $23.2M | 587,966 | +23,386+3.98% | Add |
| Aptus Capital Advisors, LLC |
| 0.18% | 0.18% | #258 | $25.9M | 600,056 | $22.8M | 578,589 | +21,467+3.71% | Add |
| Trilogy Capital Inc. |
| 0.98% | 0.98% | #96 | $25.2M | 583,903 | $22.2M | 562,650 | +21,253+3.78% | Add |
| GUARDIAN WEALTH ADVISORS, LLC / NC |
| 1.38% | 1.36% | #75 | $24.7M | 571,663 | $21.6M | 547,352 | +24,311+4.44% | Add |
| Summit Financial, LLC |
| 0.26% | 0.27% | #209 | $23.5M | 543,993 | $21.0M | 532,862 | +11,131+2.09% | Add |
| Equitable Holdings, Inc. |
| 0.14% | 0.13% | #290 | $23.3M | 539,195 | $20.6M | 537,002 | +2,193+0.41% | Add |
| Focus Partners Wealth |
| 0.02% | 0.02% | #449 | $21.8M | 505,502 | $19.1M | 483,798 | +21,704+4.49% | Add |
