| LPL Financial LLC |
| 0.13% | 0.14% | #134 | $592.6M | 21.7M | $514.7M | 18.9M | +2.8M+14.72% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.04% | 0.04% | #218 | $272.1M | 10.0M | $200.5M | 7.4M | +2.6M+35.18% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.06% | 0.06% | #198 | $248.1M | 9.1M | $212.9M | 7.8M | +1.3M+16.11% | Add |
| MORGAN STANLEY |
| 0.01% | 0.01% | #275 | $216.8M | 7.9M | $180.8M | 6.5M | +1.4M+21.75% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.06% | 0.06% | #194 | $216.7M | 7.9M | $190.6M | 7.0M | +928,499+13.27% | Add |
| UBS Group AG |
| 0.02% | 0.02% | #248 | $170.5M | 6.2M | $153.0M | 5.6M | +621,455+11.06% | Add |
| Cetera Investment Advisers |
| 0.13% | 0.12% | #139 | $138.3M | 5.1M | $117.0M | 4.3M | +765,563+17.82% | Add |
| Capital Advantage, Inc. |
| 12.64% | 8.89% | #2 | $103.6M | 3.8M | $68.0M | 2.5M | +1.3M+51.74% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.11% | 0.13% | #146 | $91.1M | 3.3M | $94.1M | 3.5M | -120,961-3.50% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.11% | 0.11% | #153 | $89.8M | 3.3M | $73.2M | 2.7M | +597,504+22.23% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 1.23% | 1.35% | #53 | $77.8M | 2.8M | $74.6M | 2.7M | +107,705+3.93% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.03% | 0.02% | #238 | $64.0M | 2.3M | $49.4M | 1.8M | +500,847+27.44% | Add |
| STIFEL FINANCIAL CORP |
| 0.05% | 0.05% | #208 | $60.0M | 2.2M | $51.9M | 1.9M | +291,032+15.28% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.13% | 0.12% | #136 | $55.4M | 2.0M | $47.1M | 1.7M | +297,327+17.17% | Add |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #298 | $50.4M | 1.8M | $48.7M | 1.8M | +59,027+3.30% | Add |
| Schusterman Interests, LLC |
| 12.96% | — | #1 | $49.7M | 1.8M | $0 | 0 | +1.8M | New Buy |
| MML INVESTORS SERVICES, LLC |
| 0.1% | 0.1% | #160 | $49.0M | 1.8M | $37.1M | 1.4M | +429,674+31.52% | Add |
| Valmark Advisers, Inc. |
| 0.51% | 0.49% | #77 | $48.5M | 1.8M | $41.5M | 1.5M | +248,741+16.30% | Add |
| Beacon Pointe Advisors, LLC |
| 0.2% | 0.22% | #117 | $42.4M | 1.6M | $42.5M | 1.6M | -10,962-0.70% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.06% | 0.08% | #196 | $35.5M | 1.3M | $34.8M | 1.3M | +30,429+2.39% | Add |
| Kestra Advisory Services, LLC |
| 0.11% | 0.1% | #148 | $34.8M | 1.3M | $26.9M | 987,033 | +284,941+28.87% | Add |
| Baird Financial Group, Inc. |
| 0.04% | 0.04% | #219 | $31.1M | 1.1M | $28.7M | 1.1M | +84,470+8.03% | Add |
| BENJAMIN EDWARDS INC |
| 0.24% | 0.2% | #109 | $26.3M | 960,524 | $19.7M | 724,301 | +236,223+32.61% | Add |
| Waverly Advisors, LLC |
| 0.15% | — | #126 | $26.0M | 951,076 | $0 | 0 | +951,076 | New Buy |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.01% | 0.01% | #266 | $25.7M | 940,884 | $23.3M | 854,690 | +86,194+10.08% | Add |
| REGATTA CAPITAL GROUP, LLC |
| 3.34% | 3.45% | #20 | $24.8M | 907,530 | $22.8M | 837,226 | +70,304+8.40% | Add |
| BlueStem Wealth Partners, LLC |
| 2.25% | 2.1% | #33 | $22.6M | 828,507 | $18.9M | 693,961 | +134,546+19.39% | Add |
| TrueWealth Advisors, LLC |
| 4.91% | 5.4% | #8 | $21.8M | 796,067 | $21.5M | 788,795 | +7,272+0.92% | Add |
| Winch Advisory Services, LLC |
| 4.53% | 4.85% | #11 | $21.6M | 791,200 | $21.2M | 779,954 | +11,246+1.44% | Add |
| &PARTNERS |
| 0.09% | 0.08% | #169 | $21.6M | 784,662 | $15.4M | 566,123 | +218,539+38.60% | Add |
| Janney Montgomery Scott LLC |
| 0.04% | 0.04% | #222 | $21.2M | 775,013 | $16.9M | 621,055 | +153,958+24.79% | Add |
| J. Derek Lewis & Associates Inc. |
| 3.97% | 4.32% | #16 | $21.0M | 768,767 | $19.2M | 703,687 | +65,080+9.25% | Add |
| Compton Financial Group, LLC |
| 3.89% | 1.67% | #18 | $20.2M | 738,465 | $7.5M | 276,997 | +461,468+166.60% | Add |
| STEPHENS INC /AR/ |
| 0.22% | 0.24% | #111 | $19.9M | 729,186 | $19.1M | 703,100 | +26,086+3.71% | Add |
| Redhawk Wealth Advisors, Inc. |
| 1.87% | 2.13% | #39 | $19.0M | 693,381 | $19.3M | 707,785 | -14,404-2.04% | Reduce |
| EQ WEALTH ADVISORS, LLC |
| 10.2% | 10.16% | #4 | $18.6M | 679,303 | $17.4M | 638,390 | +40,913+6.41% | Add |
| Entruity Wealth, LLC |
| 11.28% | 7.31% | #3 | $17.4M | 637,736 | $10.8M | 395,401 | +242,335+61.29% | Add |
| Prospera Financial Services Inc |
| 0.25% | 0.27% | #108 | $17.1M | 627,005 | $16.6M | 609,326 | +17,679+2.90% | Add |
| NewEdge Advisors, LLC |
| 0.05% | 0.05% | #209 | $16.8M | 613,158 | $14.6M | 535,281 | +77,877+14.55% | Add |
| Per Stirling Capital Management, LLC. |
| 1.56% | 1.54% | #46 | $16.4M | 599,845 | $13.9M | 510,734 | +89,111+17.45% | Add |
| Integrated Wealth Concepts LLC |
| 0.08% | 0.09% | #178 | $15.5M | 567,499 | $10.8M | 395,509 | +171,990+43.49% | Add |
| VICUS CAPITAL |
| 0.99% | 1% | #61 | $15.3M | 561,637 | $13.5M | 497,504 | +64,133+12.89% | Add |
| Private Advisor Group, LLC |
| 0.07% | 0.1% | #187 | $15.2M | 556,556 | $21.0M | 770,450 | -213,894-27.76% | Reduce |
| KWB Wealth |
| 1.23% | 0.98% | #52 | $14.4M | 527,423 | $9.9M | 358,277 | +169,146+47.21% | Add |
| Centennial Wealth Advisory LLC |
| 2.82% | 2.99% | #25 | $13.1M | 478,468 | $12.4M | 453,756 | +24,712+5.45% | Add |
| Markowski Investments |
| 2.84% | — | #24 | $12.9M | 471,323 | $0 | 0 | +471,323 | New Buy |
| Smartleaf Asset Management LLC |
| 0.41% | 0.44% | #82 | $12.5M | 455,538 | $12.3M | 455,538 | 00.00% | Unchanged |
| Souders Financial Advisors |
| 1.22% | 1.29% | #54 | $12.1M | 442,298 | $11.3M | 413,626 | +28,672+6.93% | Add |
| Rockefeller Capital Management L.P. |
| 0.02% | 0.02% | #256 | $11.6M | 422,630 | $11.4M | 417,804 | +4,826+1.16% | Add |
| Onyx Bridge Wealth Group LLC |
| 1.04% | 1.26% | #59 | $11.5M | 422,551 | $11.7M | 428,985 | -6,434-1.50% | Reduce |
