| BANK OF AMERICA CORP /DE/ |
| 0.12% | 0.12% | #171 | $1.95B | 38.2M | $1.67B | 35.9M | +2.3M+6.48% | Add |
| MORGAN STANLEY |
| 0.05% | 0.02% | #232 | $891.2M | 17.5M | $327.3M | 7.7M | +9.8M+128.33% | Add |
| LPL Financial LLC |
| 0.11% | 0.02% | #177 | $508.2M | 10.0M | $57.9M | 1.2M | +8.7M+699.51% | Add |
| Cetera Investment Advisers |
| 0.44% | 0.41% | #113 | $479.5M | 9.4M | $386.8M | 8.3M | +1.1M+12.88% | Add |
| CULLEN/FROST BANKERS, INC. |
| 4.32% | 4.07% | #26 | $438.7M | 8.6M | $358.4M | 7.7M | +886,178+11.47% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.51% | 0.43% | #106 | $406.4M | 8.0M | $309.1M | 6.7M | +1.3M+19.73% | Add |
| GLENMEDE TRUST CO NA |
| 1.63% | 1.63% | #57 | $369.9M | 7.3M | $332.0M | 7.2M | +105,427+1.47% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.18% | 0.16% | #154 | $337.3M | 6.6M | $254.8M | 5.5M | +1.1M+20.57% | Add |
| UBS Group AG |
| 0.04% | 0.04% | #239 | $305.6M | 6.0M | $259.4M | 5.6M | +406,214+7.27% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.06% | 0.06% | #217 | $275.2M | 5.4M | $215.2M | 4.6M | +762,099+16.43% | Add |
| Modern Wealth Management, LLC |
| 2.31% | 1.84% | #49 | $194.1M | 3.8M | $107.3M | 2.3M | +1.5M+65.27% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.03% | 0.02% | #257 | $175.8M | 3.5M | $124.7M | 2.7M | +761,550+28.33% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.34% | 0.22% | #127 | $147.5M | 2.9M | $86.3M | 1.9M | +1.0M+55.60% | Add |
| Allegheny Financial Group |
| 14.11% | 14.27% | #5 | $132.9M | 2.6M | $105.9M | 2.3M | +327,444+14.35% | Add |
| STIFEL FINANCIAL CORP |
| 0.1% | 0.1% | #180 | $125.8M | 2.5M | $106.6M | 2.3M | +172,021+7.49% | Add |
| Janney Montgomery Scott LLC |
| 0.21% | — | #146 | $108.5M | 2.1M | $0 | 0 | +2.1M | New Buy |
| Amplius Wealth Advisors, LLC |
| 7.61% | 7.65% | #12 | $103.8M | 2.0M | $91.8M | 2.0M | +59,578+3.01% | Add |
| OSAIC HOLDINGS, INC. |
| 0.1% | 0.03% | #181 | $85.3M | 1.7M | $18.8M | 405,747 | +1.3M+312.63% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.03% | 0.02% | #250 | $85.1M | 1.7M | $47.3M | 1.0M | +632,372+60.95% | Add |
| HighTower Advisors, LLC |
| 0.08% | 0.06% | #197 | $80.9M | 1.6M | $60.9M | 1.3M | +276,068+21.03% | Add |
| Opal Wealth Advisors, LLC |
| 17.2% | 16.45% | #3 | $79.6M | 1.6M | $72.8M | 1.6M | -6,023-0.38% | Reduce |
| Oak Barrel Wealth Advisory LLC |
| 32.46% | 32.44% | #2 | $73.5M | 1.4M | $54.3M | 1.2M | +251,957+21.16% | Add |
| Kestra Advisory Services, LLC |
| 0.23% | 0.23% | #142 | $71.0M | 1.4M | $60.7M | 1.3M | +84,717+6.48% | Add |
| Corient Private Wealth LLC |
| 0.05% | 0.08% | #231 | $67.0M | 1.3M | $58.1M | 1.3M | +61,748+4.93% | Add |
| Sanctuary Advisors, LLC |
| 0.3% | 0.3% | #131 | $65.1M | 1.3M | $54.9M | 1.2M | +93,484+7.90% | Add |
| Capital Analysts, LLC |
| 1.4% | 0.27% | #63 | $60.6M | 1.2M | $9.5M | 208,893 | +981,440+469.83% | Add |
| Bleakley Financial Group, LLC |
| 0.7% | 0.75% | #88 | $54.7M | 1.1M | $47.8M | 1.0M | +44,727+4.34% | Add |
| Wealthspire Advisors, LLC |
| 0.29% | 0.36% | #133 | $52.3M | 1.0M | $45.2M | 975,073 | +51,049+5.24% | Add |
| RFG Advisory, LLC |
| 0.81% | 0.75% | #82 | $51.6M | 1.0M | $40.9M | 880,823 | +130,988+14.87% | Add |
| Drake & Associates, LLC |
| 8.19% | 7.91% | #11 | $48.6M | 954,581 | $41.5M | 894,065 | +60,516+6.77% | Add |
| AUCTUS ADVISORS LLC |
| 40.49% | 41.8% | #1 | $48.1M | 944,825 | $44.1M | 949,617 | -4,792-0.50% | Reduce |
| MML INVESTORS SERVICES, LLC |
| 0.1% | 0.08% | #182 | $47.8M | 937,682 | $29.2M | 628,489 | +309,193+49.20% | Add |
| Geneos Wealth Management Inc. |
| 0.91% | 0.92% | #78 | $44.8M | 879,439 | $39.5M | 850,637 | +28,802+3.39% | Add |
| M&T BANK CORP |
| 0.13% | 0.07% | #168 | $44.8M | 878,615 | $19.4M | 418,153 | +460,462+110.12% | Add |
| Harbor Group, Inc. |
| 5.24% | 5.77% | #20 | $44.6M | 876,338 | $39.9M | 860,780 | +15,558+1.81% | Add |
| Summit Investment Advisory Services, LLC |
| 11.07% | — | #9 | $44.1M | 865,998 | $0 | 0 | +865,998 | New Buy |
| Rockefeller Capital Management L.P. |
| 0.07% | 0.05% | #216 | $42.5M | 834,984 | $29.8M | 642,679 | +192,305+29.92% | Add |
| GGM Financial LLC |
| 15.5% | 2.54% | #4 | $40.9M | 802,017 | $5.5M | 119,057 | +682,960+573.64% | Add |
| Embree Financial Group |
| 3.99% | 4.18% | #30 | $39.8M | 782,122 | $35.5M | 764,982 | +17,140+2.24% | Add |
| HANCOCK WHITNEY CORP |
| 0.66% | 0.65% | #91 | $39.8M | 781,743 | $37.6M | 760,468 | +21,275+2.80% | Add |
| Bouchey Financial Group, Ltd. |
| 2.54% | — | #43 | $39.4M | 772,527 | $0 | 0 | +772,527 | New Buy |
| SAX WEALTH ADVISORS, LLC |
| 1.59% | 1.51% | #58 | $39.1M | 841,845 | $31.1M | 682,631 | +159,214+23.32% | Add |
| Arete Wealth Advisors, LLC |
| 1.13% | 2.44% | #72 | $34.4M | 676,109 | $32.5M | 701,242 | -25,133-3.58% | Reduce |
| OneDigital Investment Advisors LLC |
| 0.29% | 0.26% | #134 | $33.9M | 665,622 | $26.6M | 572,416 | +93,206+16.28% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.17% | 0.12% | #158 | $32.8M | 643,078 | $24.0M | 518,073 | +125,005+24.13% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.05% | 0.07% | #227 | $32.2M | 621,442 | $32.6M | 699,896 | -78,454-11.21% | Reduce |
| AdvisorNet Financial, Inc |
| 1.45% | 1.36% | #61 | $31.9M | 625,172 | $26.2M | 564,219 | +60,953+10.80% | Add |
| BAKER TILLY WEALTH MANAGEMENT, LLC |
| 6.41% | 5.82% | #15 | $30.2M | 592,732 | $23.9M | 515,765 | +76,967+14.92% | Add |
| Sowa Financial Group, Inc. |
| 13.95% | 12.92% | #6 | $29.9M | 587,209 | $26.1M | 561,792 | +25,417+4.52% | Add |
| Marks Group Wealth Management, Inc |
| 2.58% | 1.56% | #42 | $29.7M | 582,267 | $16.2M | 349,180 | +233,087+66.75% | Add |
