| LPL Financial LLC |
| 0.16% | 0.14% | #150 | $710.5M | 18.7M | $513.0M | 14.9M | +3.8M+25.55% | Add |
| Advance Capital Management, Inc. |
| 14.77% | 15.61% | #1 | $457.1M | 12.0M | $412.0M | 12.0M | +67,405+0.56% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.06% | 0.05% | #212 | $384.9M | 10.1M | $262.7M | 7.6M | +2.5M+32.84% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.09% | 0.08% | #192 | $366.5M | 9.7M | $283.7M | 8.2M | +1.4M+17.11% | Add |
| MORGAN STANLEY |
| 0.01% | 0.01% | #288 | $233.6M | 6.2M | $120.5M | 3.5M | +2.7M+77.24% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.06% | 0.04% | #216 | $215.4M | 5.7M | $128.0M | 3.7M | +2.0M+52.51% | Add |
| Cetera Investment Advisers |
| 0.17% | 0.15% | #145 | $182.9M | 4.8M | $139.3M | 4.0M | +770,603+19.03% | Add |
| Forge Financial Services LLC |
| 12.56% | 13.12% | #2 | $145.9M | 3.8M | $129.6M | 3.8M | +77,588+2.06% | Add |
| OSAIC HOLDINGS, INC. |
| 0.16% | 0.14% | #149 | $136.1M | 3.6M | $96.6M | 2.8M | +779,204+27.76% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.17% | 0.16% | #146 | $132.2M | 3.5M | $111.6M | 3.2M | +241,503+7.45% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.23% | 0.2% | #124 | $98.5M | 2.6M | $79.0M | 2.3M | +298,596+13.01% | Add |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #282 | $95.6M | 2.5M | $80.4M | 2.3M | +183,804+7.87% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.04% | 0.03% | #246 | $89.7M | 2.4M | $65.6M | 1.9M | +443,912+22.88% | Add |
| Kestra Advisory Services, LLC |
| 0.22% | 0.2% | #130 | $66.8M | 1.8M | $54.1M | 1.6M | +185,041+11.76% | Add |
| Aprio Wealth Management, LLC |
| 3.17% | 3.59% | #16 | $64.1M | 1.7M | $65.6M | 1.9M | -219,398-11.50% | Reduce |
| Janney Montgomery Scott LLC |
| 0.12% | 0.11% | #171 | $60.5M | 1.6M | $46.2M | 1.3M | +251,843+18.76% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.1% | 0.1% | #184 | $60.1M | 1.6M | $46.7M | 1.3M | +246,449+18.27% | Add |
| STIFEL FINANCIAL CORP |
| 0.05% | 0.04% | #222 | $59.4M | 1.6M | $43.7M | 1.3M | +295,414+23.27% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.1% | 0.1% | #177 | $51.2M | 1.3M | $36.1M | 1.0M | +297,762+28.36% | Add |
| J. Derek Lewis & Associates Inc. |
| 9.59% | 9.59% | #3 | $50.8M | 1.3M | $42.6M | 1.2M | +100,252+8.10% | Add |
| BENJAMIN EDWARDS INC |
| 0.46% | 0.32% | #80 | $49.9M | 1.3M | $32.4M | 941,932 | +372,888+39.59% | Add |
| Compton Financial Group, LLC |
| 9.27% | 4.13% | #5 | $48.2M | 1.3M | $18.7M | 543,246 | +725,203+133.49% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.52% | 0.52% | #74 | $38.6M | 1.0M | $33.4M | 970,642 | +45,206+4.66% | Add |
| &PARTNERS |
| 0.16% | 0.15% | #152 | $38.3M | 1.0M | $29.4M | 855,452 | +149,811+17.51% | Add |
| KWB Wealth |
| 3.01% | 2.34% | #18 | $35.1M | 925,891 | $23.7M | 670,921 | +254,970+38.00% | Add |
| Private Advisor Group, LLC |
| 0.16% | 0.1% | #151 | $34.4M | 905,873 | $20.3M | 591,041 | +314,832+53.27% | Add |
| ST GERMAIN D J CO INC |
| 0.99% | 0.95% | #45 | $27.4M | 721,765 | $24.0M | 696,400 | +25,365+3.64% | Add |
| Concurrent Investment Advisors, LLC |
| 0.2% | 0.21% | #132 | $23.7M | 623,389 | $19.7M | 572,908 | +50,481+8.81% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.34% | 0.35% | #94 | $21.8M | 575,229 | $19.4M | 562,939 | +12,290+2.18% | Add |
| Confluence Wealth Services, Inc. |
| 0.61% | 0.71% | #66 | $21.3M | 562,184 | $18.3M | 532,357 | +29,827+5.60% | Add |
| Greenbush Financial Group, LLC |
| 6.13% | 6.28% | #7 | $20.9M | 549,400 | $19.0M | 551,241 | -1,841-0.33% | Reduce |
| FLAGSHIP HARBOR ADVISORS, LLC |
| 0.8% | 0.78% | #52 | $20.8M | 548,608 | $17.8M | 516,912 | +31,696+6.13% | Add |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.23% | 0.2% | #125 | $20.5M | 540,006 | $16.6M | 481,750 | +58,256+12.09% | Add |
| Mesirow Financial Investment Management, Inc. |
| 0.3% | 0.24% | #105 | $19.1M | 501,967 | $15.1M | 439,352 | +62,615+14.25% | Add |
| NewEdge Advisors, LLC |
| 0.06% | 0.05% | #219 | $18.7M | 491,913 | $13.4M | 389,002 | +102,911+26.46% | Add |
| Integrated Wealth Concepts LLC |
| 0.09% | 0.06% | #190 | $18.0M | 474,351 | $7.8M | 226,531 | +247,820+109.40% | Add |
| ASSETMARK, INC |
| 0.03% | 0.02% | #261 | $16.2M | 426,280 | $10.7M | 310,622 | +115,658+37.23% | Add |
| Smartleaf Asset Management LLC |
| 0.53% | 0.52% | #73 | $16.2M | 426,687 | $14.4M | 426,687 | 00.00% | Unchanged |
| Betterment LLC |
| 0.03% | 0.02% | #262 | $16.0M | 422,613 | $11.4M | 330,158 | +92,455+28.00% | Add |
| Quantum Financial Planning Services, Inc. |
| 4.97% | 3.87% | #11 | $16.0M | 421,907 | $10.8M | 312,795 | +109,112+34.88% | Add |
| Capital Group Private Client Services, Inc. |
| 0.23% | 0.17% | #126 | $16.0M | 420,622 | $10.2M | 297,810 | +122,812+41.24% | Add |
| PCG Wealth Advisors, LLC |
| 3.41% | 3.02% | #14 | $15.3M | 402,421 | $11.9M | 346,953 | +55,468+15.99% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #338 | $15.0M | 395,943 | $9.7M | 282,663 | +113,280+40.08% | Add |
| Apollon Wealth Management, LLC |
| 0.17% | 0.19% | #144 | $14.2M | 374,554 | $12.0M | 347,520 | +27,034+7.78% | Add |
| Clarity Wealth Advisors, LLC |
| 2.48% | 2.07% | #25 | $14.0M | 369,648 | $10.1M | 292,341 | +77,307+26.44% | Add |
| World Investment Advisors |
| 0.22% | 0.21% | #127 | $13.6M | 393,194 | $13.1M | 381,863 | +11,331+2.97% | Add |
| B. Riley Wealth Advisors, Inc. |
| 0.72% | 0.74% | #58 | $13.4M | 354,422 | $11.6M | 344,298 | +10,124+2.94% | Add |
| CARY STREET PARTNERS FINANCIAL LLC |
| 0.29% | 0.29% | #109 | $13.2M | 347,708 | $11.8M | 343,614 | +4,094+1.19% | Add |
| IFP Advisors, Inc |
| 0.24% | 0.23% | #122 | $13.2M | 347,015 | $11.3M | 328,849 | +18,166+5.52% | Add |
| Johnson Bixby & Associates, LLC |
| 1.45% | 1.38% | #34 | $13.0M | 342,396 | $11.1M | 323,272 | +19,124+5.92% | Add |
