| BANK OF AMERICA CORP /DE/ |
| 0.05% | 0.05% | #153 | $748.3M | 16.4M | $630.4M | 16.0M | +388,526+2.43% | Add |
| MORGAN STANLEY |
| 0.04% | 0.02% | #174 | $684.7M | 15.0M | $366.5M | 9.8M | +5.2M+53.15% | Add |
| LPL Financial LLC |
| 0.14% | 0.14% | #113 | $643.7M | 14.1M | $530.7M | 13.4M | +626,717+4.66% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.06% | 0.06% | #138 | $380.8M | 8.3M | $310.0M | 7.9M | +472,134+6.01% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.2% | 0.18% | #101 | $371.4M | 8.1M | $299.0M | 7.6M | +544,134+7.19% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.08% | 0.07% | #132 | $293.5M | 6.4M | $227.1M | 5.8M | +662,443+11.51% | Add |
| VICTORY CAPITAL MANAGEMENT INC |
| 0.13% | 0.13% | #117 | $233.8M | 5.1M | $197.8M | 5.0M | +100,000+2.00% | Add |
| UBS Group AG |
| 0.02% | 0.02% | #194 | $194.4M | 4.2M | $142.3M | 3.6M | +646,573+17.94% | Add |
| Merit Financial Group, LLC |
| 0.9% | 0.83% | #54 | $147.5M | 3.2M | $111.4M | 2.8M | +401,983+14.24% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.03% | 0.02% | #188 | $142.9M | 3.1M | $100.8M | 2.6M | +566,269+22.17% | Add |
| HighTower Advisors, LLC |
| 0.13% | 0.13% | #116 | $136.5M | 3.0M | $119.3M | 3.0M | -38,708-1.28% | Reduce |
| Modern Wealth Management, LLC |
| 1.52% | 1.6% | #35 | $127.6M | 2.8M | $93.7M | 2.4M | +426,025+18.03% | Add |
| Allworth Financial LP |
| 0.49% | 0.56% | #74 | $114.6M | 2.5M | $138.8M | 3.5M | -1.0M-28.79% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.03% | 0.03% | #191 | $114.1M | 2.5M | $94.7M | 2.4M | +94,493+3.94% | Add |
| ROYAL BANK OF CANADA |
| 0.02% | 0.01% | #215 | $110.5M | 2.4M | $84.6M | 2.1M | +270,919+12.64% | Add |
| Composition Wealth, LLC |
| 1.22% | 1.17% | #44 | $104.0M | 2.3M | $85.5M | 2.2M | +106,833+4.93% | Add |
| TRAPHAGEN INVESTMENT ADVISORS LLC |
| 7.09% | 6.98% | #3 | $99.2M | 2.2M | $86.1M | 2.2M | -14,038-0.64% | Reduce |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 1.43% | 1.17% | #38 | $90.4M | 2.0M | $64.6M | 1.6M | +339,844+20.77% | Add |
| Parallel Advisors, LLC |
| 1.21% | 1.09% | #46 | $79.7M | 1.7M | $60.7M | 1.5M | +203,615+13.24% | Add |
| Krilogy Financial LLC |
| 2.32% | 2.24% | #20 | $78.4M | 1.7M | $69.6M | 1.7M | +24,972+1.48% | Add |
| Goldstein Advisors, LLC |
| 5.1% | 6.76% | #7 | $55.8M | 1.2M | $60.8M | 1.5M | -321,548-20.87% | Reduce |
| Sanctuary Advisors, LLC |
| 0.24% | 0.24% | #94 | $52.1M | 1.1M | $43.8M | 1.1M | +30,065+2.71% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.06% | 0.06% | #136 | $51.2M | 1.1M | $41.2M | 1.0M | +74,707+7.15% | Add |
| Keystone Financial Group |
| 2.86% | 2.75% | #17 | $50.9M | 1.1M | $42.6M | 1.1M | +33,177+3.07% | Add |
| StoneX Group Inc. |
| 1.97% | 2.25% | #25 | $48.7M | 1.1M | $41.7M | 1.1M | +8,682+0.82% | Add |
| RVW Wealth, LLC |
| 3.07% | 3.08% | #14 | $46.6M | 1.0M | $39.5M | 1.0M | +17,647+1.76% | Add |
| Private Advisor Group, LLC |
| 0.21% | 0.17% | #97 | $46.1M | 1.0M | $36.2M | 916,635 | +91,736+10.01% | Add |
| Madison Asset Management, LLC |
| 0.55% | 0.23% | #68 | $45.9M | 1.0M | $18.8M | 476,720 | +527,136+110.58% | Add |
| TWO SIGMA INVESTMENTS, LP |
| 0.03% | 0.01% | #186 | $40.6M | 888,000 | $15.5M | 393,200 | +494,800+125.84% | Add |
| OSAIC HOLDINGS, INC. |
| 0.05% | 0.05% | #156 | $38.8M | 848,053 | $33.1M | 838,190 | +9,863+1.18% | Add |
| Orion Porfolio Solutions, LLC |
| 0.21% | 0.21% | #96 | $28.0M | 611,590 | $24.9M | 631,653 | -20,063-3.18% | Reduce |
| Wilkerson Advisory Group LLC |
| 8.28% | 7.94% | #1 | $27.0M | 589,559 | $23.1M | 585,147 | +4,412+0.75% | Add |
| Rockefeller Capital Management L.P. |
| 0.04% | 0.04% | #166 | $26.9M | 587,368 | $20.9M | 528,153 | +59,215+11.21% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.06% | 0.05% | #143 | $25.0M | 547,526 | $20.9M | 529,732 | +17,794+3.36% | Add |
| Sepio Capital, LP |
| 1.26% | 1.16% | #43 | $25.0M | 545,660 | $21.4M | 542,434 | +3,226+0.59% | Add |
| Ledyard National Bank |
| 1.89% | 1.62% | #27 | $23.6M | 516,246 | $18.7M | 474,117 | +42,129+8.89% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.01% | 0.01% | #238 | $23.6M | 510,082 | $12.8M | 330,290 | +179,792+54.43% | Add |
| Marble Wealth, LLC |
| 3.39% | 3.22% | #13 | $22.2M | 484,517 | $18.4M | 466,127 | +18,390+3.95% | Add |
| Financial Enhancement Group LLC |
| 2.58% | 2.42% | #19 | $21.6M | 473,000 | $19.6M | 468,187 | +4,813+1.03% | Add |
| Beacon Capital Management, Inc. |
| 1.3% | 1.18% | #42 | $21.4M | 468,265 | $20.9M | 530,264 | -61,999-11.69% | Reduce |
| Atlas Wealth LLC |
| 3.02% | 5.36% | #15 | $21.2M | 463,243 | $17.9M | 453,010 | +10,233+2.26% | Add |
| Allen Capital Group, LLC |
| 1.66% | 1.51% | #31 | $20.4M | 444,975 | $16.9M | 429,047 | +15,928+3.71% | Add |
| Landmark Wealth Management, LLC |
| 4.73% | 4.76% | #8 | $19.8M | 431,865 | $17.8M | 450,707 | -18,842-4.18% | Reduce |
| Cetera Investment Advisers |
| 0.02% | 0.02% | #213 | $19.2M | 418,856 | $22.7M | 575,489 | -156,633-27.22% | Reduce |
| Summit Financial, LLC |
| 0.21% | 0.18% | #98 | $19.1M | 417,093 | $14.2M | 360,315 | +56,778+15.76% | Add |
| ADAPT WEALTH ADVISORS, LLC |
| 6.2% | 6.01% | #5 | $19.0M | 414,220 | $16.6M | 420,502 | -6,282-1.49% | Reduce |
| Curry Webb Wealth Management LLC |
| 7.79% | 7.3% | #2 | $18.8M | 411,381 | $15.5M | 391,553 | +19,828+5.06% | Add |
| TRUIST FINANCIAL CORP |
| 0.02% | 0.02% | #204 | $17.5M | 383,126 | $12.5M | 317,483 | +65,643+20.68% | Add |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #221 | $17.3M | 378,775 | $13.5M | 342,792 | +35,983+10.50% | Add |
| Gotham Asset Management, LLC |
| 0.04% | 0.04% | #169 | $16.7M | 364,333 | $14.4M | 365,534 | -1,201-0.33% | Reduce |
