| LPL Financial LLC |
| 0.1% | 0.1% | #216 | $452.2M | 7.5M | $375.6M | 6.8M | +699,996+10.29% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.23% | 0.23% | #151 | $180.1M | 3.0M | $164.1M | 3.0M | +17,168+0.58% | Add |
| Retirement Planning Group, LLC |
| 4.33% | 4.33% | #13 | $170.2M | 2.8M | $139.9M | 2.5M | +291,280+11.50% | Add |
| MORGAN STANLEY |
| 0.01% | 0.01% | #398 | $163.6M | 2.7M | $130.5M | 2.3M | +370,482+15.81% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.04% | 0.04% | #307 | $155.7M | 2.6M | $134.4M | 2.4M | +148,465+6.10% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #390 | $153.2M | 2.5M | $130.8M | 2.4M | +174,408+7.37% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.04% | 0.04% | #304 | $140.6M | 2.3M | $116.3M | 2.1M | +225,499+10.71% | Add |
| JPMORGAN CHASE & CO |
| 0.01% | 0.01% | #403 | $131.2M | 2.2M | $109.5M | 2.0M | +145,797+7.18% | Add |
| Cetera Investment Advisers |
| 0.12% | 0.12% | #202 | $127.7M | 2.1M | $111.4M | 2.0M | +100,327+4.97% | Add |
| OSAIC HOLDINGS, INC. |
| 0.14% | 0.12% | #181 | $119.7M | 2.0M | $79.0M | 1.4M | +554,375+38.77% | Add |
| Dynasty Wealth Management, LLC |
| 0.85% | 0.83% | #59 | $113.8M | 1.9M | $95.3M | 1.7M | +163,544+9.48% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.02% | 0.02% | #353 | $111.9M | 1.9M | $94.0M | 1.7M | +153,604+9.03% | Add |
| Kestra Advisory Services, LLC |
| 0.28% | 0.23% | #127 | $86.8M | 1.4M | $59.5M | 1.1M | +362,870+33.68% | Add |
| SAGESPRING WEALTH PARTNERS, LLC |
| 1.3% | 1.3% | #46 | $84.5M | 1.4M | $71.1M | 1.3M | +113,123+8.79% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.03% | 0.03% | #317 | $55.1M | 914,634 | $51.2M | 927,206 | -12,572-1.36% | Reduce |
| Arkadios Wealth Advisors |
| 0.75% | 0.68% | #68 | $49.2M | 816,312 | $42.0M | 760,005 | +56,307+7.41% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.11% | 0.12% | #207 | $46.9M | 777,397 | $45.4M | 822,110 | -44,713-5.44% | Reduce |
| MML INVESTORS SERVICES, LLC |
| 0.09% | 0.1% | #227 | $45.5M | 753,964 | $34.6M | 625,954 | +128,010+20.45% | Add |
| Kestra Investment Management, LLC |
| 0.81% | 0.76% | #62 | $41.8M | 692,813 | $44.3M | 801,268 | -108,455-13.54% | Reduce |
| CHILDRESS CAPITAL ADVISORS, LLC |
| 6.53% | 6.53% | #2 | $39.9M | 661,037 | $36.2M | 656,040 | +4,997+0.76% | Add |
| VICTORY FINANCIAL GROUP, LLC |
| 4.05% | 3.72% | #16 | $38.6M | 640,420 | $30.3M | 548,990 | +91,430+16.65% | Add |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #411 | $38.6M | 639,618 | $32.9M | 595,227 | +44,391+7.46% | Add |
| Allworth Financial LP |
| 0.15% | 0.14% | #175 | $35.4M | 586,977 | $35.1M | 635,563 | -48,586-7.64% | Reduce |
| Mariner, LLC |
| 0.04% | 0.03% | #308 | $34.2M | 566,766 | $25.1M | 454,410 | +112,356+24.73% | Add |
| Private Advisor Group, LLC |
| 0.15% | 0.15% | #177 | $32.4M | 537,233 | $32.0M | 579,605 | -42,372-7.31% | Reduce |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV |
| 3.77% | 3.86% | #20 | $26.2M | 433,835 | $24.1M | 437,123 | -3,288-0.75% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.04% | 0.05% | #296 | $24.4M | 392,253 | $21.2M | 381,748 | +10,505+2.75% | Add |
| AssuredPartners Investment Advisors, LLC |
| 2.36% | 2.4% | #32 | $24.4M | 403,891 | $22.1M | 395,352 | +8,539+2.16% | Add |
| Integrated Wealth Concepts LLC |
| 0.1% | 0.13% | #219 | $20.4M | 339,014 | $16.5M | 298,882 | +40,132+13.43% | Add |
| Milestone Investment Advisors LLC |
| 4.23% | 4.35% | #14 | $19.6M | 324,499 | $18.0M | 326,052 | -1,553-0.48% | Reduce |
| AA Financial Advisors, LLC |
| 2.33% | 0.99% | #33 | $19.4M | 321,175 | $7.0M | 127,428 | +193,747+152.04% | Add |
| FLAGSHIP WEALTH ADVISORS, LLC |
| 4.2% | 3.78% | #15 | $18.7M | 310,950 | $8.8M | 169,118 | +141,832+83.87% | Add |
| Equitable Holdings, Inc. |
| 0.11% | 0.12% | #206 | $18.5M | 306,832 | $18.4M | 325,500 | -18,668-5.74% | Reduce |
| Stratos Investment Management, LLC |
| 0.66% | 0.68% | #77 | $18.3M | 303,753 | $16.8M | 304,862 | -1,109-0.36% | Reduce |
| D.A. DAVIDSON & CO. |
| 0.1% | 0.11% | #220 | $18.1M | 300,253 | $17.4M | 315,092 | -14,839-4.71% | Reduce |
| CALTON & ASSOCIATES, INC. |
| 2.6% | 2.4% | #26 | $17.8M | 294,506 | $16.7M | 302,166 | -7,660-2.54% | Reduce |
| Prime Capital Investment Advisors, LLC |
| 0.16% | 0.19% | #170 | $16.9M | 280,456 | $16.0M | 290,253 | -9,797-3.38% | Reduce |
| REGIMEN WEALTH, LLC |
| 4.53% | 4.41% | #12 | $16.8M | 278,629 | $15.1M | 273,397 | +5,232+1.91% | Add |
| IFP Advisors, Inc |
| 0.29% | 0.3% | #124 | $15.9M | 263,334 | $14.2M | 257,730 | +5,604+2.17% | Add |
| World Investment Advisors |
| 0.26% | 0.25% | #134 | $15.6M | 281,528 | $15.8M | 285,894 | -4,366-1.53% | Reduce |
| FIFTH THIRD SECURITIES, INC. |
| 0.84% | 0.83% | #60 | $14.7M | 243,868 | $12.8M | 231,365 | +12,503+5.40% | Add |
| Prentice Wealth Management LLC |
| 3.03% | 2.95% | #23 | $14.7M | 243,752 | $13.1M | 236,547 | +7,205+3.05% | Add |
| Clark Wealth Partners |
| 8.14% | 9.87% | #1 | $14.4M | 239,160 | $14.7M | 266,114 | -26,954-10.13% | Reduce |
| GTS SECURITIES LLC |
| 0.3% | 0.09% | #121 | $14.2M | 235,485 | $2.7M | 48,570 | +186,915+384.84% | Add |
| Rooted Wealth Advisors, Inc. |
| 3.47% | 3.5% | #22 | $14.2M | 235,327 | $13.3M | 224,650 | +10,677+4.75% | Add |
| FMR LLC |
| <0.01% | <0.01% | #476 | $14.1M | 233,218 | $11.5M | 208,076 | +25,142+12.08% | Add |
| Independence Financial Advisors, LLC |
| 3.57% | 5.05% | #21 | $13.7M | 227,992 | $16.8M | 304,360 | -76,368-25.09% | Reduce |
| TRUIST FINANCIAL CORP |
| 0.02% | 0.02% | #362 | $13.5M | 224,204 | $13.1M | 237,484 | -13,280-5.59% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #454 | $13.4M | 222,863 | $1.1M | 20,300 | +202,563+997.85% | Add |
| Advisory Services Network, LLC |
| 0.15% | 0.16% | #174 | $13.4M | 221,603 | $12.0M | 218,061 | +3,542+1.62% | Add |
