| MORGAN STANLEY |
| 0.03% | 0.03% | #203 | $640.0M | 12.8M | $439.0M | 8.8M | +4.1M+46.21% | Add |
| LPL Financial LLC |
| 0.13% | 0.14% | #123 | $557.5M | 11.2M | $540.0M | 10.8M | +351,312+3.24% | Add |
| STIFEL FINANCIAL CORP |
| 0.15% | 0.11% | #113 | $177.1M | 3.6M | $118.9M | 2.4M | +1.2M+48.94% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.05% | 0.06% | #182 | $176.7M | 3.5M | $178.5M | 3.6M | -36,106-1.01% | Reduce |
| WELLS FARGO & COMPANY/MN |
| 0.03% | 0.03% | #215 | $167.3M | 3.4M | $155.6M | 3.1M | +233,238+7.47% | Add |
| Obermeyer Wealth Partners |
| 3.06% | 3.21% | #10 | $74.7M | 1.5M | $69.7M | 1.4M | +100,163+7.16% | Add |
| Private Advisor Group, LLC |
| 0.25% | 0.24% | #87 | $54.1M | 1.1M | $51.8M | 1.0M | +45,974+4.43% | Add |
| BENJAMIN EDWARDS INC |
| 0.48% | 0.51% | #57 | $53.1M | 1.1M | $51.5M | 1.0M | +33,000+3.20% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #246 | $49.6M | 994,825 | $38.0M | 761,639 | +233,186+30.62% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.06% | 0.05% | #168 | $47.4M | 951,425 | $39.2M | 786,140 | +165,285+21.02% | Add |
| HighTower Advisors, LLC |
| 0.04% | 0.09% | #189 | $44.7M | 896,609 | $89.2M | 1.8M | -892,566-49.89% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.07% | 0.09% | #159 | $41.6M | 833,243 | $42.4M | 849,566 | -16,323-1.92% | Reduce |
| MML INVESTORS SERVICES, LLC |
| 0.08% | 0.09% | #143 | $41.5M | 832,046 | $30.9M | 618,778 | +213,268+34.47% | Add |
| F/m Investments LLC |
| 2.09% | 3.02% | #16 | $41.2M | 825,437 | $45.4M | 911,142 | -85,705-9.41% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.19% | 0.25% | #101 | $39.1M | 783,276 | $30.9M | 619,227 | +164,049+26.49% | Add |
| UBS Group AG |
| <0.01% | 0.01% | #272 | $33.3M | 668,134 | $34.3M | 688,894 | -20,760-3.01% | Reduce |
| Equitable Holdings, Inc. |
| 0.2% | 0.25% | #98 | $32.7M | 655,209 | $38.8M | 777,872 | -122,663-15.77% | Reduce |
| Neuberger Berman Group LLC |
| 0.02% | 0.01% | #225 | $29.5M | 590,929 | $15.3M | 305,978 | +284,951+93.13% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.14% | 0.14% | #114 | $28.0M | 562,324 | $27.9M | 559,497 | +2,827+0.51% | Add |
| Capital Investment Counsel, Inc |
| 2.84% | 2.8% | #12 | $26.4M | 528,870 | $22.9M | 458,779 | +70,091+15.28% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.06% | 0.05% | #171 | $24.6M | 493,762 | $19.3M | 387,986 | +105,776+27.26% | Add |
| Cetera Investment Advisers |
| 0.02% | 0.02% | #220 | $23.6M | 472,998 | $22.2M | 444,339 | +28,659+6.45% | Add |
| AQR CAPITAL MANAGEMENT LLC |
| 0.01% | 0.01% | #257 | $21.2M | 425,965 | $15.0M | 301,437 | +124,528+41.31% | Add |
| Kestra Advisory Services, LLC |
| 0.06% | 0.08% | #161 | $19.9M | 399,088 | $20.4M | 410,021 | -10,933-2.67% | Reduce |
| IBEX WEALTH ADVISORS |
| 1.52% | 1.81% | #22 | $19.5M | 390,210 | $19.5M | 390,826 | -616-0.16% | Reduce |
| CENTRAL TRUST Co |
| 0.35% | 0.37% | #75 | $19.2M | 385,887 | $18.9M | 378,955 | +6,932+1.83% | Add |
| Stratos Wealth Partners, LTD. |
| 0.19% | 0.51% | #100 | $19.2M | 384,417 | $44.8M | 897,548 | -513,131-57.17% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #298 | $17.8M | 356,748 | $20.9M | 418,273 | -61,525-14.71% | Reduce |
| Savvy Advisors, Inc. |
| 0.37% | 0.63% | #69 | $17.3M | 347,022 | $23.6M | 472,758 | -125,736-26.60% | Reduce |
| FLPUTNAM INVESTMENT MANAGEMENT CO |
| 0.21% | 0.31% | #97 | $17.2M | 345,273 | $20.7M | 415,367 | -70,094-16.88% | Reduce |
| Proactive Wealth Strategies LLC |
| 2.66% | 3.1% | #13 | $16.6M | 332,352 | $16.5M | 331,021 | +1,331+0.40% | Add |
| B & T Capital Management DBA Alpha Capital Management |
| 2.11% | 0.88% | #15 | $16.3M | 326,051 | $6.1M | 121,885 | +204,166+167.51% | Add |
| Mariner, LLC |
| 0.02% | 0.03% | #231 | $15.7M | 314,923 | $22.1M | 444,060 | -129,137-29.08% | Reduce |
| Sterling Group Wealth Management, LLC |
| 5.99% | 6.49% | #3 | $14.6M | 292,952 | $13.7M | 275,302 | +17,650+6.41% | Add |
| Alpine Bank Wealth Management |
| 1.87% | 1.6% | #17 | $14.6M | 292,448 | $11.0M | 220,212 | +72,236+32.80% | Add |
| Family Office Research LLC |
| 5.2% | 5.02% | #4 | $13.9M | 278,261 | $11.5M | 231,612 | +46,649+20.14% | Add |
| Arax Advisory Partners |
| 0.09% | 0.15% | #142 | $13.3M | 266,155 | $5.4M | 108,306 | +157,849+145.74% | Add |
| Avidian Wealth Enterprises, LLC |
| 0.36% | 0.45% | #72 | $13.2M | 264,283 | $14.2M | 285,774 | -21,491-7.52% | Reduce |
| MBL Wealth, LLC |
| 0.88% | 0.85% | #31 | $12.9M | 258,051 | $11.2M | 224,867 | +33,184+14.76% | Add |
| VanWeelden Wealth Management, LLC |
| 9.43% | 0.28% | #1 | $12.7M | 254,378 | $344,882 | 6,917 | +247,461+3,577.58% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | — | #297 | $12.6M | 252,531 | $0 | 0 | +252,531 | New Buy |
| Generation Capital Management LLC |
| 7.69% | 9.42% | #2 | $12.5M | 251,388 | $12.9M | 258,647 | -7,259-2.81% | Reduce |
| Strait & Sound Wealth Management LLC |
| 4.27% | 4.43% | #6 | $12.2M | 243,992 | $11.9M | 238,775 | +5,217+2.18% | Add |
| Tidal Investments LLC |
| 0.02% | 0.03% | #224 | $11.8M | 235,703 | $16.0M | 320,751 | -85,048-26.52% | Reduce |
| Creative Planning |
| 0.01% | 0.01% | #260 | $11.6M | 233,332 | $9.2M | 185,314 | +48,018+25.91% | Add |
| TCFG Investment Advisors, LLC |
| 3.86% | 5.59% | #8 | $11.5M | 229,915 | $15.0M | 300,070 | -70,155-23.38% | Reduce |
| Wealthquest Corp |
| 0.7% | 0.86% | #40 | $11.1M | 221,786 | $12.2M | 243,785 | -21,999-9.02% | Reduce |
| Pinnacle Financial Partners, Inc. |
| 0.07% | 0.11% | #152 | $10.9M | 219,117 | $13.9M | 277,897 | -58,780-21.15% | Reduce |
| EP Wealth Advisors, LLC |
| 0.04% | 0.05% | #196 | $10.0M | 201,407 | $10.7M | 213,897 | -12,490-5.84% | Reduce |
| Revolve Wealth Partners, LLC |
| 1% | 0.85% | #29 | $9.7M | 194,142 | $6.6M | 131,872 | +62,270+47.22% | Add |
