| LPL Financial LLC |
| 0.12% | 0.12% | #111 | $514.6M | 12.7M | $449.8M | 11.1M | +1.6M+14.28% | Add |
| MORGAN STANLEY |
| 0.01% | 0.01% | #223 | $206.2M | 5.1M | $126.2M | 3.6M | +1.4M+39.91% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.1% | 0.11% | #118 | $187.7M | 4.6M | $177.0M | 4.4M | +259,188+5.94% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #221 | $181.5M | 4.5M | $169.5M | 4.2M | +292,622+7.00% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.03% | 0.03% | #181 | $115.1M | 2.8M | $109.0M | 2.7M | +147,538+5.49% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.02% | 0.02% | #211 | $103.2M | 2.5M | $103.2M | 2.5M | -1,038-0.04% | Reduce |
| AMERIPRISE FINANCIAL INC |
| 0.02% | 0.02% | #205 | $92.9M | 2.3M | $72.7M | 1.8M | +495,042+27.61% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.02% | 0.02% | #202 | $88.2M | 2.2M | $84.1M | 2.1M | +97,289+4.69% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.03% | 0.03% | #178 | $83.4M | 2.1M | $63.2M | 1.6M | +457,329+28.66% | Add |
| Cetera Investment Advisers |
| 0.06% | 0.06% | #144 | $69.6M | 1.7M | $61.0M | 1.5M | +210,975+14.03% | Add |
| UBS Group AG |
| 0.01% | 0.01% | #230 | $68.7M | 1.7M | $62.6M | 1.5M | +149,595+9.69% | Add |
| OSAIC HOLDINGS, INC. |
| 0.08% | 0.07% | #133 | $65.0M | 1.6M | $48.1M | 1.2M | +415,853+35.08% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 1% | 1.08% | #43 | $63.5M | 1.6M | $59.2M | 1.5M | +104,157+7.13% | Add |
| STIFEL FINANCIAL CORP |
| 0.05% | 0.05% | #155 | $62.0M | 1.5M | $59.7M | 1.5M | +54,326+3.69% | Add |
| HighTower Advisors, LLC |
| 0.05% | 0.06% | #152 | $55.9M | 1.4M | $59.1M | 1.5M | -82,666-5.67% | Reduce |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #233 | $53.5M | 1.3M | $52.6M | 1.3M | +20,281+1.56% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.07% | 0.07% | #141 | $52.0M | 1.3M | $49.0M | 1.2M | +73,219+6.06% | Add |
| ASSETMARK, INC |
| 0.09% | 0.1% | #126 | $50.2M | 1.2M | $50.9M | 1.3M | -18,715-1.49% | Reduce |
| Kestra Advisory Services, LLC |
| 0.16% | 0.17% | #96 | $48.8M | 1.2M | $45.7M | 1.1M | +75,293+6.68% | Add |
| Private Advisor Group, LLC |
| 0.17% | 0.19% | #92 | $36.8M | 907,663 | $39.5M | 975,241 | -67,578-6.93% | Reduce |
| Equitable Holdings, Inc. |
| 0.19% | 0.16% | #86 | $32.2M | 792,683 | $24.8M | 674,785 | +117,898+17.47% | Add |
| Csenge Advisory Group |
| 1.3% | 1.41% | #38 | $32.0M | 788,590 | $30.9M | 761,719 | +26,871+3.53% | Add |
| Insight Wealth Strategies, LLC |
| 2.68% | 2.83% | #22 | $27.4M | 679,172 | $25.4M | 626,028 | +53,144+8.49% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.06% | 0.06% | #145 | $27.1M | 668,785 | $23.1M | 570,199 | +98,586+17.29% | Add |
| Pinnacle Financial Partners, Inc. |
| 0.18% | 0.18% | #89 | $26.5M | 654,043 | $23.7M | 584,084 | +69,959+11.98% | Add |
| MOR Wealth Management, LLC |
| 8.58% | 8.53% | #2 | $21.6M | 531,044 | $18.6M | 458,617 | +72,427+15.79% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.04% | 0.04% | #164 | $21.4M | 528,439 | $14.3M | 352,356 | +176,083+49.97% | Add |
| Janney Montgomery Scott LLC |
| 0.04% | 0.04% | #169 | $21.2M | 522,204 | $17.7M | 437,681 | +84,523+19.31% | Add |
| Frontier Asset Management, LLC |
| 3.74% | 4.25% | #11 | $20.9M | 514,245 | $20.3M | 499,647 | +14,598+2.92% | Add |
| Howard Capital Management, LLC |
| 0.21% | — | #82 | $17.8M | 438,710 | $0 | 0 | +438,710 | New Buy |
| SK Wealth Management, LLC |
| 3.94% | 4.64% | #8 | $17.5M | 406,952 | $16.7M | 408,306 | -1,354-0.33% | Reduce |
| Curran Financial Partners, LLC |
| 2.47% | 2.73% | #25 | $16.6M | 408,814 | $15.2M | 375,882 | +32,932+8.76% | Add |
| Planning Strategies Inc. |
| 9.98% | — | #1 | $16.0M | 394,118 | $0 | 0 | +394,118 | New Buy |
| Compass Wealth Management, LLC/GA |
| 5.83% | 6.29% | #4 | $14.6M | 360,154 | $14.7M | 363,099 | -2,945-0.81% | Reduce |
| Keudell/Morrison Wealth Management |
| 2.56% | 2.02% | #23 | $13.5M | 333,256 | $9.9M | 244,196 | +89,060+36.47% | Add |
| Cedar Mountain Advisors, LLC |
| 2.31% | 2.64% | #28 | $13.4M | 330,016 | $13.5M | 332,593 | -2,577-0.77% | Reduce |
| FSA WEALTH PARTNERS, INC. |
| 3.3% | — | #14 | $13.2M | 324,659 | $0 | 0 | +324,659 | New Buy |
| SIERRA OCEAN, LLC |
| 7.83% | 9.06% | #3 | $11.3M | 278,606 | $11.0M | 272,281 | +6,325+2.32% | Add |
| Seros Financial, LLC |
| 5.82% | 6.96% | #5 | $11.2M | 275,127 | $10.9M | 269,612 | +5,515+2.05% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #278 | $11.1M | 272,769 | $8.6M | 216,226 | +56,543+26.15% | Add |
| SHP Wealth Management |
| 0.69% | 0.78% | #53 | $10.1M | 248,046 | $10.3M | 254,613 | -6,567-2.58% | Reduce |
| Concurrent Investment Advisors, LLC |
| 0.09% | 0.11% | #128 | $10.1M | 247,759 | $10.0M | 245,616 | +2,143+0.87% | Add |
| VestGen Advisors, LLC |
| 0.29% | 0.26% | #77 | $9.9M | 244,800 | $9.9M | 242,208 | +2,592+1.07% | Add |
| Benchmark Financial Wealth Advisors, LLC |
| 2.44% | 2.31% | #26 | $9.9M | 243,547 | $8.3M | 205,823 | +37,724+18.33% | Add |
| McKinney Capital Management, LLC |
| 3.64% | — | #12 | $9.2M | 227,608 | $0 | 0 | +227,608 | New Buy |
| Sanctuary Advisors, LLC |
| 0.04% | 0.05% | #170 | $8.8M | 217,087 | $8.5M | 208,473 | +8,614+4.13% | Add |
| BFSG, LLC |
| 0.78% | 0.78% | #49 | $8.8M | 216,742 | $8.2M | 202,311 | +14,431+7.13% | Add |
| World Investment Advisors |
| 0.14% | 0.14% | #98 | $8.5M | 208,456 | $8.5M | 208,456 | 00.00% | Unchanged |
| Atria Investments, Inc |
| 0.08% | 0.09% | #129 | $8.3M | 203,404 | $7.9M | 196,061 | +7,343+3.75% | Add |
| Integrated Wealth Concepts LLC |
| 0.04% | <0.01% | #172 | $8.2M | 203,218 | $352,587 | 8,697 | +194,521+2,236.64% | Add |