| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #338 | $217.7M | 4.1M | $192.6M | 3.7M | +448,607+12.16% | Add |
| MORGAN STANLEY |
| 0.01% | 0.01% | #352 | $196.2M | 3.7M | $155.5M | 3.0M | +757,002+25.46% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.02% | 0.02% | #299 | $148.1M | 2.8M | $130.0M | 2.5M | +324,844+13.05% | Add |
| LPL Financial LLC |
| 0.03% | 0.03% | #286 | $131.6M | 2.5M | $116.5M | 2.2M | +270,237+12.11% | Add |
| WCG Wealth Advisors LLC |
| 1.7% | 1.41% | #19 | $71.5M | 1.4M | $50.2M | 962,779 | +396,852+41.22% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #402 | $59.1M | 1.1M | $57.6M | 1.1M | +16,502+1.49% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #339 | $49.2M | 936,242 | $39.2M | 751,573 | +184,669+24.57% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #347 | $47.2M | 897,484 | $47.5M | 909,683 | -12,199-1.34% | Reduce |
| Cetera Investment Advisers |
| 0.04% | 0.04% | #260 | $44.9M | 852,784 | $41.1M | 788,422 | +64,362+8.16% | Add |
| UBS Group AG |
| 0.01% | 0.01% | #386 | $40.1M | 762,036 | $36.9M | 707,667 | +54,369+7.68% | Add |
| HighTower Advisors, LLC |
| 0.04% | 0.03% | #271 | $36.8M | 699,037 | $32.6M | 625,140 | +73,897+11.82% | Add |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.05% | 0.06% | #242 | $34.5M | 656,614 | $32.1M | 615,698 | +40,916+6.65% | Add |
| Stonebridge Financial Group, LLC |
| 2.5% | 2.61% | #9 | $33.0M | 627,231 | $31.7M | 607,773 | +19,458+3.20% | Add |
| NewEdge Advisors, LLC |
| 0.09% | 0.1% | #207 | $31.3M | 595,078 | $26.7M | 511,255 | +83,823+16.40% | Add |
| Focus Partners Wealth |
| 0.03% | 0.03% | #281 | $30.1M | 571,901 | $29.1M | 1,980 | +569,921+28,783.89% | Add |
| Dynasty Wealth Management, LLC |
| 0.21% | 0.27% | #143 | $28.8M | 546,689 | $30.9M | 592,190 | -45,501-7.68% | Reduce |
| MBL Wealth, LLC |
| 1.81% | 1.88% | #18 | $26.6M | 505,308 | $24.8M | 475,823 | +29,485+6.20% | Add |
| STIFEL FINANCIAL CORP |
| 0.02% | 0.02% | #312 | $26.0M | 493,632 | $22.3M | 427,760 | +65,872+15.40% | Add |
| Larson Financial Group LLC |
| 0.67% | 0.68% | #71 | $25.7M | 488,067 | $21.4M | 410,236 | +77,831+18.97% | Add |
| Capital Analysts, LLC |
| 0.55% | 0.63% | #81 | $24.0M | 455,347 | $22.2M | 424,168 | +31,179+7.35% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #401 | $22.0M | 417,321 | $18.5M | 354,182 | +63,139+17.83% | Add |
| OSAIC HOLDINGS, INC. |
| 0.03% | 0.02% | #295 | $21.7M | 412,967 | $14.7M | 281,033 | +131,934+46.95% | Add |
| Quotient Wealth Partners, LLC |
| 0.48% | 0.47% | #90 | $20.1M | 382,659 | $18.0M | 345,489 | +37,170+10.76% | Add |
| DAVIS R M INC |
| 0.31% | 0.31% | #113 | $19.7M | 375,367 | $17.5M | 334,459 | +40,908+12.23% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.01% | 0.01% | #370 | $19.7M | 374,302 | $13.8M | 264,783 | +109,519+41.36% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.02% | #302 | $18.8M | 357,322 | $17.6M | 337,850 | +19,472+5.76% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.01% | 0.01% | #357 | $18.6M | 354,230 | $11.3M | 216,955 | +137,275+63.27% | Add |
| PW ADVISORS, LLC \ FL |
| 11.15% | 11.21% | #1 | $16.7M | 317,618 | $15.0M | 286,702 | +30,916+10.78% | Add |
| Wealth Alliance Advisory Group, LLC |
| 2.35% | 2.48% | #10 | $16.3M | 309,065 | $15.7M | 300,458 | +8,607+2.86% | Add |
| Clearstead Advisors, LLC |
| 0.15% | 0.13% | #166 | $15.7M | 297,598 | $14.3M | 273,221 | +24,377+8.92% | Add |
| TRUIST FINANCIAL CORP |
| 0.02% | 0.02% | #330 | $13.5M | 255,838 | $13.4M | 255,872 | -34-0.01% | Reduce |
| Vise Technologies, Inc. |
| 0.15% | — | #164 | $13.2M | 251,564 | $0 | 0 | +251,564 | New Buy |
| Cambridge Investment Research Advisors, Inc. |
| 0.03% | 0.03% | #287 | $12.7M | 241,746 | $10.9M | 209,552 | +32,194+15.36% | Add |
| XY Planning Network, Inc. |
| 1.55% | 1.81% | #24 | $12.3M | 234,381 | $11.3M | 216,985 | +17,396+8.02% | Add |
| Austin Wealth Management, LLC |
| 2.55% | 2.89% | #8 | $12.1M | 231,539 | $12.7M | 243,938 | -12,399-5.08% | Reduce |
| Beacon Pointe Advisors, LLC |
| 0.06% | 0.06% | #239 | $11.9M | 226,889 | $10.5M | 201,269 | +25,620+12.73% | Add |
| Kestra Investment Management, LLC |
| 0.23% | 0.17% | #140 | $11.8M | 224,493 | $9.9M | 188,886 | +35,607+18.85% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.02% | 0.03% | #306 | $11.3M | 214,694 | $10.0M | 191,633 | +23,061+12.03% | Add |
| Crestmont Private Wealth LLC |
| 3.13% | 3.3% | #5 | $11.2M | 212,399 | $10.5M | 200,394 | +12,005+5.99% | Add |
| Avantax Planning Partners, Inc. |
| 0.28% | 0.31% | #122 | $11.1M | 211,128 | $11.3M | 215,876 | -4,748-2.20% | Reduce |
| Benchmark Financial Wealth Advisors, LLC |
| 2.7% | 3.27% | #7 | $11.0M | 208,454 | $11.8M | 226,526 | -18,072-7.98% | Reduce |
| AE Wealth Management LLC |
| 0.05% | 0.02% | #249 | $10.8M | 206,167 | $4.1M | 78,026 | +128,141+164.23% | Add |
| Prosperity Consulting Group, LLC |
| 0.41% | 0.42% | #96 | $10.8M | 204,816 | $9.4M | 180,745 | +24,071+13.32% | Add |
| Integrated Wealth Concepts LLC |
| 0.05% | 0.05% | #248 | $10.4M | 197,104 | $6.3M | 121,431 | +75,673+62.32% | Add |
| Dakota Wealth Management |
| 0.19% | 0.2% | #150 | $10.1M | 191,515 | $9.3M | 177,853 | +13,662+7.68% | Add |
| Morton Brown Family Wealth, LLC |
| 2.26% | 2.49% | #12 | $10.0M | 189,849 | $9.4M | 180,642 | +9,207+5.10% | Add |
| Flagstone Financial Management |
| 2.21% | 2.15% | #14 | $9.9M | 187,771 | $8.7M | 166,076 | +21,695+13.06% | Add |
| DAYMARK WEALTH PARTNERS, LLC |
| 0.24% | 0.02% | #136 | $9.8M | 185,947 | $579,439 | 11,102 | +174,845+1,574.90% | Add |
| TD Capital Management LLC |
| 0.73% | 0.73% | #62 | $8.9M | 169,014 | $8.1M | 155,686 | +13,328+8.56% | Add |
| FOSTER & MOTLEY INC |
| 0.4% | 0.38% | #98 | $8.8M | 166,954 | $7.4M | 141,690 | +25,264+17.83% | Add |
