| MORGAN STANLEY |
| 0.05% | 0.06% | #222 | $957.6M | 53.6M | $951.0M | 52.1M | +1.4M+2.71% | Add |
| ROYAL BANK OF CANADA |
| 0.05% | 0.06% | #220 | $350.2M | 19.6M | $347.1M | 19.6M | +29,724+0.15% | Add |
| LPL Financial LLC |
| 0.07% | 0.08% | #185 | $331.0M | 18.5M | $316.6M | 17.8M | +672,035+3.77% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.05% | 0.06% | #216 | $327.6M | 18.3M | $302.1M | 17.0M | +1.3M+7.66% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.05% | 0.06% | #226 | $178.9M | 10.0M | $181.1M | 10.2M | -197,827-1.94% | Reduce |
| UBS Group AG |
| 0.02% | 0.02% | #298 | $163.1M | 9.1M | $166.0M | 9.4M | -233,166-2.49% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #336 | $162.4M | 9.1M | $153.6M | 8.7M | +432,908+5.00% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.02% | 0.02% | #304 | $93.8M | 5.2M | $89.2M | 5.0M | +221,564+4.41% | Add |
| HighTower Advisors, LLC |
| 0.06% | 0.07% | #203 | $62.1M | 3.5M | $61.4M | 3.5M | +10,752+0.31% | Add |
| Cetera Investment Advisers |
| 0.05% | 0.06% | #215 | $58.6M | 3.3M | $52.6M | 3.0M | +312,406+10.54% | Add |
| STIFEL FINANCIAL CORP |
| 0.04% | 0.04% | #250 | $46.6M | 2.6M | $41.8M | 2.4M | +253,077+10.75% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #334 | $45.0M | 2.5M | $44.9M | 2.5M | -11,735-0.46% | Reduce |
| Kestra Advisory Services, LLC |
| 0.14% | 0.16% | #135 | $43.3M | 2.4M | $43.1M | 2.4M | -4,315-0.18% | Reduce |
| MAI Capital Management |
| 0.15% | 0.2% | #132 | $39.7M | 2.2M | $35.5M | 2.0M | +222,015+11.11% | Add |
| OSAIC HOLDINGS, INC. |
| 0.05% | 0.06% | #231 | $39.6M | 2.2M | $39.8M | 2.2M | -24,504-1.09% | Reduce |
| Advisory Alpha, LLC |
| 0.96% | 1.04% | #44 | $39.1M | 2.2M | $38.1M | 2.1M | +37,274+1.74% | Add |
| Rockefeller Capital Management L.P. |
| 0.06% | 0.06% | #209 | $36.5M | 2.0M | $36.2M | 2.0M | +4,447+0.22% | Add |
| Baird Financial Group, Inc. |
| 0.05% | 0.05% | #223 | $36.3M | 2.0M | $34.8M | 2.0M | +66,507+3.39% | Add |
| Magnus Financial Group LLC |
| 2.47% | 2.72% | #11 | $35.0M | 2.0M | $33.5M | 1.9M | +74,052+3.93% | Add |
| PARK NATIONAL CORP /OH/ |
| 1.16% | 1.01% | #35 | $32.6M | 1.8M | $33.1M | 1.9M | -27,565-1.48% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.01% | 0.01% | #316 | $27.7M | 1.6M | $23.4M | 1.3M | +232,926+17.68% | Add |
| Falcon Wealth Planning |
| 1.73% | 1.83% | #24 | $27.4M | 1.5M | $26.9M | 1.5M | +20,285+1.34% | Add |
| TRUIST FINANCIAL CORP |
| 0.03% | 0.04% | #262 | $27.4M | 1.5M | $26.7M | 1.5M | +29,570+1.97% | Add |
| AFFINITY WEALTH MANAGEMENT LLC |
| 3.47% | 4% | #3 | $27.0M | 1.5M | $26.4M | 1.5M | +20,880+1.40% | Add |
| Prospera Financial Services Inc |
| 0.37% | 0.43% | #83 | $25.3M | 1.4M | $26.9M | 1.5M | -103,077-6.80% | Reduce |
| COUNTRY TRUST BANK |
| 0.41% | 0.44% | #71 | $23.4M | 1.3M | $23.2M | 1.3M | +3,066+0.23% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.03% | 0.03% | #272 | $23.3M | 1.3M | $24.3M | 1.4M | -64,833-4.74% | Reduce |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
| 0.34% | 0.38% | #89 | $23.1M | 1.3M | $22.0M | 1.2M | +53,575+4.32% | Add |
| Janney Montgomery Scott LLC |
| 0.04% | 0.05% | #251 | $19.9M | 1.1M | $20.5M | 1.2M | -39,766-3.44% | Reduce |
| Steward Partners Investment Advisory, LLC |
| 0.1% | 0.09% | #157 | $19.7M | 1.1M | $18.2M | 1.0M | +78,315+7.65% | Add |
| Ashton Thomas Private Wealth, LLC |
| 0.41% | 0.39% | #72 | $19.5M | 1.1M | $16.4M | 924,872 | +167,488+18.11% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.04% | 0.06% | #240 | $18.9M | 1.1M | $21.4M | 1.2M | -146,635-12.16% | Reduce |
| HCR Wealth Advisors |
| 1.65% | 1.84% | #25 | $18.4M | 1.0M | $17.7M | 999,249 | +28,723+2.87% | Add |
| Parkside Investments, LLC |
| 2% | 1.46% | #18 | $18.3M | 1.0M | $12.0M | 674,877 | +346,254+51.31% | Add |
| CITIGROUP INC |
| 0.01% | 0.01% | #367 | $17.6M | 984,754 | $20.0M | 1.1M | -141,037-12.53% | Reduce |
| Arax Advisory Partners |
| 0.11% | 0.44% | #150 | $16.0M | 894,648 | $15.4M | 868,355 | +26,293+3.03% | Add |
| Concurrent Investment Advisors, LLC |
| 0.13% | 0.11% | #140 | $15.4M | 862,964 | $9.9M | 559,861 | +303,103+54.14% | Add |
| Waverly Advisors, LLC |
| 0.09% | 0.11% | #167 | $15.1M | 842,725 | $14.3M | 804,883 | +37,842+4.70% | Add |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.16% | 0.14% | #130 | $14.6M | 816,488 | $11.7M | 659,740 | +156,748+23.76% | Add |
| Avidian Wealth Enterprises, LLC |
| 0.4% | 0.44% | #76 | $14.3M | 799,715 | $13.9M | 784,275 | +15,440+1.97% | Add |
| &PARTNERS |
| 0.06% | 0.07% | #205 | $14.1M | 790,728 | $13.2M | 744,790 | +45,938+6.17% | Add |
| FIDUCIARY FINANCIAL ADVISORS |
| 1.43% | — | #31 | $14.1M | 787,556 | $0 | 0 | +787,556 | New Buy |
| Twelve Points Wealth Management LLC |
| 2.78% | 2.61% | #8 | $13.9M | 775,066 | $11.9M | 668,860 | +106,206+15.88% | Add |
| Ameritas Investment Partners, Inc. |
| 0.36% | 0.39% | #86 | $13.5M | 754,936 | $12.7M | 716,495 | +38,441+5.37% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #430 | $13.3M | 741,502 | $15.0M | 852,103 | -110,601-12.98% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| 0.01% | 0.01% | #370 | $13.1M | 735,831 | $11.4M | 650,615 | +85,216+13.10% | Add |
| Curran Financial Partners, LLC |
| 1.91% | 2.02% | #21 | $12.8M | 715,791 | $11.3M | 635,777 | +80,014+12.59% | Add |
| Wealthspire Retirement, LLC |
| 0.62% | — | #56 | $11.3M | 634,468 | $0 | 0 | +634,468 | New Buy |
| MML INVESTORS SERVICES, LLC |
| 0.02% | 0.03% | #284 | $11.3M | 630,773 | $9.8M | 554,079 | +76,694+13.84% | Add |
| BANK OF MONTREAL /CAN/ |
| <0.01% | <0.01% | #384 | $10.9M | 611,306 | $11.2M | 632,533 | -21,227-3.36% | Reduce |
