| FMR LLC |
| 0.05% | 0.05% | #241 | $1.13B | 28.2M | $1.01B | 27.1M | +1.1M+4.00% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.27% | 0.27% | #146 | $506.6M | 12.6M | $432.5M | 11.6M | +997,834+8.58% | Add |
| LPL Financial LLC |
| 0.08% | 0.07% | #203 | $368.7M | 9.2M | $259.4M | 7.0M | +2.2M+31.76% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.08% | 0.05% | #200 | $357.8M | 8.9M | $175.0M | 4.7M | +4.2M+89.54% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.06% | 0.05% | #228 | $352.5M | 8.8M | $276.0M | 7.4M | +1.4M+18.36% | Add |
| OSAIC HOLDINGS, INC. |
| 0.37% | 0.24% | #133 | $318.8M | 7.9M | $166.6M | 4.5M | +3.5M+76.98% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.34% | 0.32% | #140 | $269.2M | 6.7M | $226.5M | 6.1M | +619,555+10.18% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.05% | 0.05% | #235 | $261.1M | 6.4M | $232.4M | 6.2M | +119,903+1.92% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.06% | 0.06% | #224 | $215.3M | 5.4M | $179.2M | 4.8M | +547,861+11.37% | Add |
| Cetera Investment Advisers |
| 0.18% | 0.17% | #159 | $192.3M | 4.8M | $158.5M | 4.3M | +531,010+12.46% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #298 | $187.9M | 4.7M | $136.2M | 3.7M | +1.0M+27.82% | Add |
| Kestra Advisory Services, LLC |
| 0.54% | 0.56% | #116 | $168.7M | 4.2M | $148.3M | 4.0M | +216,012+5.42% | Add |
| MORGAN STANLEY |
| 0.01% | 0.01% | #306 | $167.3M | 4.2M | $176.3M | 5.0M | -828,086-16.57% | Reduce |
| Syntegra Private Wealth Group, LLC |
| 12.71% | 12.85% | #3 | $164.1M | 4.1M | $135.3M | 3.6M | +450,897+12.40% | Add |
| ROYAL BANK OF CANADA |
| 0.02% | 0.01% | #284 | $115.5M | 2.9M | $83.5M | 2.2M | +633,421+28.20% | Add |
| Fragasso Financial Advisors Inc |
| 5.5% | 5.7% | #23 | $103.4M | 2.6M | $94.5M | 2.5M | +76,859+3.07% | Add |
| Cornerstone Planning Group LLC |
| 9.46% | 9.39% | #7 | $75.1M | 1.9M | $70.4M | 1.8M | +68,481+3.81% | Add |
| OneDigital Investment Advisors LLC |
| 0.56% | 0.52% | #113 | $66.9M | 1.7M | $52.8M | 1.4M | +249,167+17.57% | Add |
| UBS Group AG |
| 0.01% | 0.01% | #310 | $60.5M | 1.5M | $52.1M | 1.4M | +107,150+7.64% | Add |
| KFG WEALTH MANAGEMENT, LLC |
| 6.83% | 6.77% | #16 | $60.5M | 1.5M | $52.4M | 1.4M | +100,057+7.11% | Add |
| Wealth Alliance Advisory Group, LLC |
| 7.98% | 7.79% | #12 | $55.2M | 1.4M | $49.2M | 1.3M | +52,775+3.99% | Add |
| Financial Strategies Group, Inc. |
| 7.97% | 7.81% | #13 | $50.0M | 1.2M | $46.7M | 1.2M | +44,338+3.69% | Add |
| CGC Financial Services, LLC |
| 10.75% | 12.71% | #5 | $47.8M | 1.2M | $44.0M | 1.2M | +8,509+0.72% | Add |
| HighTower Advisors, LLC |
| 0.04% | 0.02% | #249 | $45.9M | 1.1M | $21.5M | 577,571 | +565,527+97.91% | Add |
| RESTON WEALTH MANAGEMENT LLC |
| 11.87% | 11.74% | #4 | $44.0M | 1.1M | $38.3M | 1.0M | +67,515+6.55% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.09% | 0.07% | #193 | $43.9M | 1.1M | $24.1M | 647,066 | +446,762+69.04% | Add |
| TRAPHAGEN INVESTMENT ADVISORS LLC |
| 2.99% | 2.1% | #44 | $41.8M | 1.0M | $25.9M | 697,004 | +344,999+49.50% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.1% | 0.1% | #189 | $41.6M | 1.0M | $37.4M | 1.0M | +32,654+3.25% | Add |
| Sanctuary Advisors, LLC |
| 0.19% | 0.2% | #154 | $41.3M | 1.0M | $36.1M | 969,801 | +59,626+6.15% | Add |
| Pallas Capital Advisors LLC |
| 1.2% | 1.28% | #73 | $39.0M | 971,692 | $34.0M | 913,060 | +58,632+6.42% | Add |
| Waterloo Capital, L.P. |
| 2.05% | 2.3% | #58 | $36.5M | 909,512 | $32.7M | 878,848 | +30,664+3.49% | Add |
| STIFEL FINANCIAL CORP |
| 0.03% | 0.03% | #266 | $36.0M | 897,962 | $28.6M | 768,272 | +129,690+16.88% | Add |
| RFG Advisory, LLC |
| 0.56% | 0.62% | #115 | $35.5M | 885,510 | $33.6M | 902,738 | -17,228-1.91% | Reduce |
| Calamos Wealth Management LLC |
| 1.06% | 0.98% | #79 | $35.0M | 872,840 | $28.6M | 768,542 | +104,298+13.57% | Add |
| Beacon Pointe Advisors, LLC |
| 0.15% | <0.01% | #167 | $31.5M | 786,045 | $368,602 | 9,909 | +776,136+7,832.64% | Add |
| Stratos Investment Management, LLC |
| 1.04% | 0.5% | #82 | $28.7M | 715,008 | $12.5M | 335,992 | +379,016+112.81% | Add |
| MAI Capital Management |
| 0.1% | 0.14% | #187 | $27.7M | 691,217 | $24.2M | 651,751 | +39,466+6.06% | Add |
| Berman McAleer LLC |
| 3.14% | 0.13% | #42 | $27.2M | 676,597 | $982,297 | 26,406 | +650,191+2,462.29% | Add |
| FORTRESS FINANCIAL GROUP, LLC |
| 15.75% | 0.27% | #1 | $26.4M | 658,432 | $365,133 | 9,815 | +648,617+6,608.43% | Add |
| Avidian Wealth Enterprises, LLC |
| 0.71% | 0.73% | #99 | $25.8M | 643,546 | $23.2M | 624,192 | +19,354+3.10% | Add |
| AlphaStar Capital Management, LLC |
| 1.59% | 1.28% | #63 | $25.0M | 622,123 | $17.3M | 466,168 | +155,955+33.45% | Add |
| Stratos Wealth Partners, LTD. |
| 0.24% | 0.24% | #149 | $24.0M | 599,030 | $20.9M | 560,515 | +38,515+6.87% | Add |
| Envestnet Portfolio Solutions, Inc. |
| 0.11% | 0.06% | #183 | $24.0M | 597,385 | $11.4M | 305,295 | +292,090+95.67% | Add |
| Pasadena Private Wealth, LLC |
| 2.97% | 2.88% | #45 | $23.4M | 583,475 | $20.8M | 559,219 | +24,256+4.34% | Add |
| Great Lakes Retirement, Inc. |
| 2.07% | 1.37% | #57 | $23.3M | 580,795 | $13.2M | 355,056 | +225,739+63.58% | Add |
| Mayfair Advisory Group, LLC |
| 6.82% | 6.71% | #17 | $22.6M | 568,182 | $19.2M | 516,768 | +51,414+9.95% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #360 | $21.8M | 542,356 | $22.3M | 600,012 | -57,656-9.61% | Reduce |
| Core Wealth Advisors, Inc. |
| 4.35% | 4.67% | #32 | $21.6M | 539,045 | $19.6M | 526,493 | +12,552+2.38% | Add |
| Concurrent Investment Advisors, LLC |
| 0.18% | 0.21% | #158 | $21.2M | 528,384 | $19.6M | 525,841 | +2,543+0.48% | Add |
| McGlone Suttner Wealth Management, Inc. |
| 2.4% | 2.15% | #50 | $20.5M | 510,485 | $16.2M | 436,361 | +74,124+16.99% | Add |
