| RAYMOND JAMES FINANCIAL INC |
| 0.22% | 0.24% | #116 | $810.1M | 17.7M | $774.3M | 17.3M | +462,622+2.68% | Add |
| LPL Financial LLC |
| 0.09% | 0.1% | #172 | $399.3M | 8.7M | $367.2M | 8.2M | +550,222+6.72% | Add |
| MORGAN STANLEY |
| 0.01% | 0.01% | #295 | $200.3M | 4.4M | $106.4M | 2.4M | +2.0M+83.64% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.04% | 0.04% | #226 | $166.1M | 3.6M | $149.8M | 3.3M | +295,894+8.86% | Add |
| Retirement Planning Group, LLC |
| 3.99% | 4.42% | #15 | $157.1M | 3.4M | $142.7M | 3.2M | +257,382+8.09% | Add |
| Janney Montgomery Scott LLC |
| 0.19% | — | #126 | $100.4M | 2.2M | $0 | 0 | +2.2M | New Buy |
| HighTower Advisors, LLC |
| 0.09% | 0.1% | #174 | $91.5M | 2.0M | $96.6M | 2.2M | -151,248-7.03% | Reduce |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #286 | $86.6M | 1.9M | $79.8M | 1.8M | +114,120+6.41% | Add |
| UBS Group AG |
| 0.01% | 0.01% | #294 | $84.5M | 1.8M | $77.8M | 1.7M | +114,633+6.61% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.01% | 0.01% | #285 | $82.0M | 1.8M | $58.2M | 1.3M | +494,899+38.12% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.13% | 0.19% | #150 | $81.4M | 1.8M | $86.5M | 1.9M | -179,762-9.26% | Reduce |
| TRUIST FINANCIAL CORP |
| 0.08% | 0.08% | #187 | $65.5M | 1.4M | $62.7M | 1.4M | +34,782+2.49% | Add |
| OSAIC HOLDINGS, INC. |
| 0.07% | 0.08% | #190 | $61.5M | 1.3M | $57.0M | 1.3M | +74,095+5.83% | Add |
| CPC Advisors, LLC |
| 7.83% | 8.91% | #4 | $58.1M | 1.3M | $55.0M | 1.2M | +44,941+3.67% | Add |
| Cetera Investment Advisers |
| 0.05% | 0.05% | #217 | $51.0M | 1.1M | $47.4M | 1.1M | +58,012+5.49% | Add |
| Reliant Wealth Planning |
| 13.88% | 14.35% | #1 | $50.5M | 1.1M | $47.5M | 1.1M | +45,998+4.35% | Add |
| STIFEL FINANCIAL CORP |
| 0.04% | 0.04% | #224 | $49.0M | 1.1M | $40.5M | 903,451 | +168,431+18.64% | Add |
| MBL Wealth, LLC |
| 3.2% | 3.33% | #20 | $46.9M | 1.0M | $44.0M | 981,793 | +43,968+4.48% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #346 | $37.5M | 820,020 | $22.9M | 510,646 | +309,374+60.58% | Add |
| Stratos Investment Management, LLC |
| 1.23% | 1.3% | #47 | $34.0M | 743,952 | $32.3M | 721,224 | +22,728+3.15% | Add |
| Private Advisor Group, LLC |
| 0.15% | 0.14% | #143 | $32.0M | 699,559 | $29.6M | 660,102 | +39,457+5.98% | Add |
| Sequoia Financial Advisors, LLC |
| 0.14% | 0.18% | #145 | $28.7M | 628,175 | $31.9M | 710,559 | -82,384-11.59% | Reduce |
| Steward Partners Investment Advisory, LLC |
| 0.13% | 0.14% | #151 | $25.7M | 562,195 | $27.5M | 613,311 | -51,116-8.33% | Reduce |
| NBZ Investment Advisors LLC |
| 9.42% | 10.35% | #3 | $24.2M | 528,957 | $23.7M | 528,700 | +257+0.05% | Add |
| NewEdge Advisors, LLC |
| 0.06% | 0.07% | #198 | $21.4M | 468,004 | $20.0M | 445,626 | +22,378+5.02% | Add |
| TWO SIGMA INVESTMENTS, LP |
| 0.02% | <0.01% | #273 | $21.3M | 466,800 | $5.2M | 116,100 | +350,700+302.07% | Add |
| ForthRight Wealth Management, LLC |
| 5.45% | 5.31% | #8 | $21.3M | 466,125 | $18.7M | 417,013 | +49,112+11.78% | Add |
| Prostatis Group LLC |
| 4.87% | 5.38% | #10 | $20.9M | 457,179 | $21.0M | 468,993 | -11,814-2.52% | Reduce |
| Hibernia Wealth Partners, LLC |
| 10.92% | 11.54% | #2 | $20.2M | 441,039 | $39.0M | 870,390 | -429,351-49.33% | Reduce |
| Summit Financial, LLC |
| 0.22% | 0.23% | #117 | $19.8M | 433,566 | $18.3M | 407,716 | +25,850+6.34% | Add |
| Merit Financial Group, LLC |
| 0.12% | 0.14% | #154 | $19.7M | 432,089 | $19.2M | 428,910 | +3,179+0.74% | Add |
| THOROUGHBRED FINANCIAL SERVICES, LLC |
| 0.84% | 0.51% | #58 | $19.4M | 424,446 | $8.5M | 189,784 | +234,662+123.65% | Add |
| Second Half Financial Partners, LLC |
| 7.73% | 8.33% | #5 | $18.9M | 412,651 | $18.5M | 412,650 | +1+0.00% | Add |
| Clear Trail Advisors, LLC |
| 2.87% | 2.98% | #23 | $18.8M | 412,141 | $17.9M | 399,141 | +13,000+3.26% | Add |
| Marshall Financial Group, LLC |
| 2.72% | 2.78% | #26 | $18.7M | 408,662 | $17.3M | 386,764 | +21,898+5.66% | Add |
| Bank of New York Mellon Corp |
| <0.01% | <0.01% | #342 | $16.6M | 363,006 | $16.3M | 362,731 | +275+0.08% | Add |
| MGO ONE SEVEN LLC |
| 0.26% | 0.29% | #109 | $15.5M | 339,833 | $14.3M | 319,165 | +20,668+6.48% | Add |
| Equitable Holdings, Inc. |
| 0.09% | 0.07% | #169 | $15.5M | 339,127 | $10.9M | 244,976 | +94,151+38.43% | Add |
| BENJAMIN EDWARDS INC |
| 0.14% | 0.14% | #148 | $15.2M | 333,442 | $14.0M | 311,361 | +22,081+7.09% | Add |
| Mesirow Financial Investment Management, Inc. |
| 0.24% | 0.22% | #112 | $15.2M | 333,110 | $13.3M | 296,105 | +37,005+12.50% | Add |
| WEST MICHIGAN ADVISORS, LLC |
| 3.25% | 3.34% | #19 | $15.2M | 339,021 | $15.2M | 339,021 | 00.00% | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.01% | 0.01% | #311 | $15.2M | 331,865 | $17.2M | 382,795 | -50,930-13.30% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.02% | #269 | $14.9M | 326,017 | $13.4M | 298,853 | +27,164+9.09% | Add |
| CARY STREET PARTNERS FINANCIAL LLC |
| 0.31% | 0.38% | #101 | $14.1M | 307,581 | $15.3M | 340,733 | -33,152-9.73% | Reduce |
| Financial Designs Corp |
| 7.48% | 7.51% | #6 | $14.0M | 305,384 | $13.5M | 300,884 | +4,500+1.50% | Add |
| Altus Wealth Group LLC |
| 4.97% | 5.39% | #9 | $13.8M | 300,980 | $13.2M | 293,519 | +7,461+2.54% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.03% | 0.03% | #238 | $13.7M | 299,959 | $10.1M | 225,511 | +74,448+33.01% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.03% | 0.03% | #236 | $13.5M | 296,168 | $10.5M | 233,640 | +62,528+26.76% | Add |
| LAUREL OAK WEALTH MANAGEMENT, LLC |
| 1.88% | 1.72% | #33 | $12.9M | 282,884 | $10.2M | 228,339 | +54,545+23.89% | Add |
| NCM Capital Management, LLC |
| 3.89% | 4.43% | #17 | $12.6M | 275,952 | $12.4M | 276,063 | -111-0.04% | Reduce |
