| MORGAN STANLEY |
| 0.04% | 0.04% | #283 | $784.0M | 15.7M | $687.7M | 13.8M | +1.9M+14.03% | Add |
| LPL Financial LLC |
| 0.15% | 0.16% | #178 | $684.5M | 13.7M | $614.5M | 12.3M | +1.4M+11.45% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.05% | 0.05% | #276 | $284.1M | 5.7M | $288.0M | 5.8M | -75,597-1.31% | Reduce |
| UBS Group AG |
| 0.03% | 0.04% | #297 | $247.1M | 5.0M | $235.9M | 4.7M | +227,058+4.79% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.06% | 0.06% | #253 | $212.8M | 4.3M | $204.5M | 4.1M | +168,563+4.10% | Add |
| ROYAL BANK OF CANADA |
| 0.02% | 0.03% | #318 | $167.2M | 3.4M | $161.5M | 3.2M | +115,402+3.56% | Add |
| Cetera Investment Advisers |
| 0.12% | 0.14% | #194 | $136.3M | 2.7M | $127.1M | 2.6M | +185,998+7.29% | Add |
| HighTower Advisors, LLC |
| 0.1% | 0.1% | #212 | $105.1M | 2.1M | $93.2M | 1.9M | +241,404+12.90% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #382 | $101.1M | 2.0M | $99.7M | 2.0M | +29,210+1.46% | Add |
| FIRST TRUST ADVISORS LP |
| 0.05% | 0.05% | #262 | $90.6M | 1.8M | $75.8M | 1.5M | +299,649+19.70% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.1% | 0.1% | #217 | $76.3M | 1.5M | $72.7M | 1.5M | +73,912+5.06% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.04% | 0.04% | #291 | $67.3M | 1.4M | $60.9M | 1.2M | +128,969+10.55% | Add |
| Concurrent Investment Advisors, LLC |
| 0.56% | 0.77% | #93 | $65.5M | 1.3M | $71.0M | 1.4M | -109,490-7.68% | Reduce |
| Berger Financial Group, Inc |
| 2.9% | 3.14% | #17 | $56.7M | 1.1M | $56.2M | 1.1M | +11,766+1.04% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #359 | $50.7M | 1.0M | $43.9M | 882,346 | +137,128+15.54% | Add |
| Clearwater Capital Advisors, LLC |
| 3.47% | 3.65% | #12 | $47.4M | 952,240 | $45.3M | 909,130 | +43,110+4.74% | Add |
| Harvest Investment Services, LLC |
| 6.94% | 8.16% | #3 | $44.9M | 902,106 | $44.6M | 895,651 | +6,455+0.72% | Add |
| Csenge Advisory Group |
| 1.82% | 1.9% | #39 | $44.9M | 901,794 | $41.5M | 833,477 | +68,317+8.20% | Add |
| Integrated Wealth Concepts LLC |
| 0.2% | 0.18% | #155 | $41.0M | 823,390 | $22.3M | 447,057 | +376,333+84.18% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.02% | 0.02% | #341 | $39.8M | 799,678 | $31.9M | 643,464 | +156,214+24.28% | Add |
| OSAIC HOLDINGS, INC. |
| 0.04% | 0.05% | #280 | $38.0M | 762,206 | $34.5M | 692,483 | +69,723+10.07% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.09% | 0.1% | #221 | $37.3M | 749,561 | $36.9M | 740,868 | +8,693+1.17% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.48% | 0.56% | #99 | $35.8M | 718,902 | $36.4M | 730,620 | -11,718-1.60% | Reduce |
| STIFEL FINANCIAL CORP |
| 0.03% | 0.03% | #306 | $33.8M | 678,374 | $35.2M | 706,891 | -28,517-4.03% | Reduce |
| ASSETMARK, INC |
| 0.06% | 0.07% | #261 | $32.0M | 643,298 | $32.7M | 657,287 | -13,989-2.13% | Reduce |
| Aaron Wealth Advisors LLC |
| 1.57% | 1.73% | #44 | $30.9M | 619,993 | $30.4M | 610,228 | +9,765+1.60% | Add |
| Trilogy Capital Inc. |
| 1.11% | 1.22% | #61 | $28.6M | 574,767 | $27.8M | 558,041 | +16,726+3.00% | Add |
| Private Advisor Group, LLC |
| 0.13% | 0.14% | #188 | $28.3M | 569,240 | $29.1M | 584,447 | -15,207-2.60% | Reduce |
| Heck Capital Advisors, LLC |
| 1.66% | 1.95% | #43 | $27.9M | 559,940 | $26.3M | 528,378 | +31,562+5.97% | Add |
| Prospera Financial Services Inc |
| 0.38% | 0.43% | #109 | $26.1M | 524,477 | $26.7M | 536,683 | -12,206-2.27% | Reduce |
| &PARTNERS |
| 0.11% | 0.1% | #208 | $25.9M | 521,063 | $19.8M | 397,684 | +123,379+31.02% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.23% | 0.23% | #149 | $24.0M | 482,534 | $20.8M | 416,967 | +65,567+15.72% | Add |
| Walkner Condon Financial Advisors LLC |
| 2.7% | 2.85% | #20 | $23.5M | 471,806 | $21.7M | 434,819 | +36,987+8.51% | Add |
| Baird Financial Group, Inc. |
| 0.03% | 0.04% | #296 | $23.3M | 469,054 | $25.6M | 514,944 | -45,890-8.91% | Reduce |
| London & Capital Asset Management Ltd |
| 0.21% | 0.21% | #153 | $22.7M | 455,785 | $18.9M | 379,432 | +76,353+20.12% | Add |
| Brookstone Capital Management |
| 0.22% | 0.26% | #151 | $22.3M | 448,829 | $22.5M | 452,617 | -3,788-0.84% | Reduce |
| Cerity Partners LLC |
| 0.03% | 0.03% | #315 | $21.1M | 423,154 | $21.7M | 435,659 | -12,505-2.87% | Reduce |
| SEARCY FINANCIAL SERVICES INC /ADV |
| 7.04% | 8.07% | #2 | $21.0M | 421,868 | $21.8M | 437,090 | -15,222-3.48% | Reduce |
| INSPIRION WEALTH ADVISORS, LLC |
| 2.39% | 2.45% | #29 | $20.9M | 420,465 | $19.7M | 395,648 | +24,817+6.27% | Add |
| NewEdge Advisors, LLC |
| 0.06% | 0.07% | #248 | $20.1M | 403,638 | $19.4M | 389,763 | +13,875+3.56% | Add |
| Carrera Capital Advisors |
| 2.76% | 2.72% | #19 | $18.6M | 373,946 | $17.6M | 354,019 | +19,927+5.63% | Add |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.19% | 0.25% | #160 | $17.6M | 352,904 | $20.2M | 405,775 | -52,871-13.03% | Reduce |
| TL Private Wealth |
| 6.39% | 6.65% | #4 | $17.4M | 351,110 | $16.9M | 337,106 | +14,004+4.15% | Add |
| TD Capital Management LLC |
| 1.41% | 1.41% | #50 | $17.2M | 346,384 | $15.7M | 314,942 | +31,442+9.98% | Add |
| American Financial Advisors, LLC |
| 2.05% | 2.28% | #34 | $17.0M | 341,860 | $17.1M | 343,764 | -1,904-0.55% | Reduce |
| Fairvoy Private Wealth, LLC |
| 3.38% | 3.75% | #13 | $16.7M | 336,370 | $15.7M | 315,355 | +21,015+6.66% | Add |
| Rockefeller Capital Management L.P. |
| 0.03% | 0.03% | #314 | $16.5M | 332,148 | $15.9M | 318,440 | +13,708+4.30% | Add |
| TRUIST FINANCIAL CORP |
| 0.02% | 0.02% | #330 | $16.3M | 327,531 | $12.9M | 258,680 | +68,851+26.62% | Add |
| Prism Advisors, Inc. |
| 3.83% | 4.14% | #10 | $15.8M | 316,571 | $15.5M | 311,459 | +5,112+1.64% | Add |
| Clear Creek Financial Management, LLC |
| 1% | 1.21% | #68 | $15.6M | 313,206 | $15.8M | 316,302 | -3,096-0.98% | Reduce |
