| BANK OF AMERICA CORP /DE/ |
| 0.09% | 0.09% | #98 | $1.37B | 58.5M | $1.27B | 55.2M | +3.3M+5.98% | Add |
| UBS Group AG |
| 0.07% | 0.07% | #105 | $575.4M | 24.5M | $494.7M | 21.5M | +2.9M+13.64% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.03% | 0.04% | #142 | $172.8M | 7.3M | $166.7M | 7.3M | +95,239+1.31% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.03% | 0.03% | #153 | $124.7M | 5.3M | $111.3M | 4.8M | +455,430+9.40% | Add |
| Jupiter Topco LLC |
| 0.04% | — | #132 | $105.1M | 4.5M | $0 | 0 | +4.5M | New Buy |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| 1.33% | 1.47% | #10 | $100.8M | 4.3M | $100.3M | 4.4M | -77,806-1.78% | Reduce |
| LPL Financial LLC |
| 0.02% | 0.02% | #167 | $95.2M | 4.0M | $73.1M | 3.2M | +868,230+27.31% | Add |
| Bank of New York Mellon Corp |
| 0.01% | 0.01% | #203 | $76.5M | 3.3M | $63.0M | 2.7M | +513,009+18.71% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #257 | $64.8M | 2.8M | $58.4M | 2.6M | +201,230+7.88% | Add |
| EP Wealth Advisors, LLC |
| 0.21% | 0.2% | #63 | $55.2M | 2.3M | $41.5M | 1.8M | +540,746+29.92% | Add |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
| 0.01% | 0.02% | #217 | $52.5M | 2.2M | $94.8M | 4.1M | -1.9M-45.88% | Reduce |
| SOFI WEALTH, LLC |
| 2.04% | 2.2% | #5 | $50.8M | 2.2M | $45.6M | 2.0M | +175,595+8.85% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #268 | $50.2M | 2.1M | $51.8M | 2.2M | -110,413-4.92% | Reduce |
| WELLS FARGO & COMPANY/MN |
| 0.01% | 0.01% | #230 | $45.8M | 1.9M | $36.1M | 1.6M | +378,913+24.15% | Add |
| Arax Advisory Partners |
| 0.28% | <0.01% | #49 | $42.7M | 1.8M | $31,529 | 1,372 | +1.8M+132,105.98% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.39% | 0.07% | #38 | $41.4M | 1.8M | $6.0M | 260,553 | +1.5M+575.27% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.02% | 0.02% | #176 | $37.4M | 1.6M | $40.5M | 1.8M | -169,227-9.61% | Reduce |
| Cetera Investment Advisers |
| 0.03% | 0.03% | #156 | $29.7M | 1.3M | $27.0M | 1.2M | +85,818+7.29% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.03% | 0.03% | #147 | $26.0M | 1.1M | $23.5M | 1.0M | +82,279+8.06% | Add |
| STIFEL FINANCIAL CORP |
| 0.02% | 0.02% | #175 | $24.2M | 1.0M | $23.8M | 1.0M | -6,716-0.65% | Reduce |
| Sanctuary Advisors, LLC |
| 0.11% | 0.09% | #89 | $23.3M | 992,255 | $16.8M | 733,015 | +259,240+35.37% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | <0.01% | #238 | $21.4M | 910,834 | $15.4M | 669,572 | +241,262+36.03% | Add |
| Gerber Kawasaki Wealth & Investment Management |
| 0.51% | 0.54% | #33 | $19.0M | 808,140 | $16.9M | 734,645 | +73,495+10.00% | Add |
| Composition Wealth, LLC |
| 0.22% | 0.22% | #61 | $18.5M | 785,536 | $15.9M | 690,679 | +94,857+13.73% | Add |
| NewEdge Advisors, LLC |
| 0.05% | 0.05% | #123 | $17.0M | 724,358 | $14.3M | 624,324 | +100,034+16.02% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #270 | $16.0M | 679,603 | $12.4M | 540,260 | +139,343+25.79% | Add |
| Shepherd Financial Partners LLC |
| 1.29% | 0.93% | #11 | $15.7M | 665,927 | $9.8M | 424,429 | +241,498+56.90% | Add |
| OSAIC HOLDINGS, INC. |
| 0.02% | 0.01% | #193 | $12.9M | 550,259 | $9.4M | 410,317 | +139,942+34.11% | Add |
| ASSETMARK, INC |
| 0.02% | 0.03% | #164 | $12.7M | 539,236 | $12.4M | 539,991 | -755-0.14% | Reduce |
| Allworth Financial LP |
| 0.05% | 0.05% | #122 | $12.6M | 534,858 | $12.2M | 531,585 | +3,273+0.62% | Add |
| Integrated Wealth Concepts LLC |
| 0.06% | 0.05% | #114 | $12.1M | 514,269 | $6.0M | 260,744 | +253,525+97.23% | Add |
| West Wealth Group, LLC |
| 1.98% | 2.01% | #6 | $12.1M | 514,231 | $10.2M | 442,800 | +71,431+16.13% | Add |
| Avidian Wealth Enterprises, LLC |
| 0.31% | 0.35% | #44 | $11.3M | 480,354 | $11.1M | 484,955 | -4,601-0.95% | Reduce |
| IHT Wealth Management, LLC |
| 0.23% | 0.23% | #56 | $10.8M | 457,954 | $9.8M | 427,373 | +30,581+7.16% | Add |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.02% | 0.02% | #186 | $10.7M | 455,386 | $8.6M | 374,930 | +80,456+21.46% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #288 | $10.2M | 434,713 | $3.0M | 128,847 | +305,866+237.39% | Add |
| Rockefeller Capital Management L.P. |
| 0.02% | 0.01% | #194 | $9.9M | 421,360 | $8.5M | 367,891 | +53,469+14.53% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.02% | 0.02% | #178 | $9.6M | 408,126 | $8.6M | 374,223 | +33,903+9.06% | Add |
| Ascent Group, LLC |
| 0.29% | 0.31% | #48 | $9.6M | 407,832 | $8.8M | 383,878 | +23,954+6.24% | Add |
| Archer Investment Management, LLC |
| 3.12% | 2.51% | #2 | $9.1M | 388,496 | $6.0M | 259,293 | +129,203+49.83% | Add |
| Vise Technologies, Inc. |
| 0.1% | 0.03% | #92 | $9.1M | 386,729 | $1.6M | 67,637 | +319,092+471.77% | Add |
| Perennial Investment Advisors, LLC |
| 0.59% | 0.28% | #29 | $8.9M | 377,487 | $3.5M | 152,120 | +225,367+148.15% | Add |
| PNC FINANCIAL SERVICES GROUP, INC. |
| <0.01% | <0.01% | #250 | $8.6M | 366,814 | $8.6M | 376,367 | -9,553-2.54% | Reduce |
| FIFTH THIRD BANCORP |
| 0.01% | 0.01% | #200 | $8.1M | 342,485 | $6.7M | 291,614 | +50,871+17.44% | Add |
| RENAISSANCE TECHNOLOGIES LLC |
| 0.01% | <0.01% | #214 | $7.6M | 322,300 | $1.5M | 64,300 | +258,000+401.24% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #298 | $7.5M | 319,367 | $14.8M | 642,827 | -323,460-50.32% | Reduce |
| PARK AVENUE SECURITIES LLC |
| 0.05% | 0.05% | #127 | $7.5M | 318,528 | $5.9M | 257,385 | +61,143+23.76% | Add |
| AE Wealth Management LLC |
| 0.03% | 0.03% | #143 | $7.5M | 317,983 | $5.2M | 226,749 | +91,234+40.24% | Add |
| Stewardship Advisors, LLC |
| 1.54% | 1.27% | #7 | $7.4M | 315,505 | $5.5M | 240,734 | +74,771+31.06% | Add |
| US BANCORP \DE\ |
| 0.01% | 0.01% | #225 | $7.1M | 303,040 | $6.9M | 300,137 | +2,903+0.97% | Add |
