| LPL Financial LLC |
| 0.05% | 0.05% | #147 | $238.1M | 2.5M | $171.9M | 2.3M | +282,448+12.49% | Add |
| OSAIC HOLDINGS, INC. |
| 0.23% | 0.21% | #89 | $193.4M | 2.1M | $142.9M | 1.9M | +184,078+9.79% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.04% | 0.03% | #163 | $167.2M | 1.8M | $130.5M | 1.7M | +69,188+4.03% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.04% | 0.03% | #156 | $158.7M | 1.7M | $85.3M | 1.1M | +573,126+51.08% | Add |
| MORGAN STANLEY |
| 0.01% | <0.01% | #238 | $106.0M | 1.1M | $56.1M | 762,012 | +370,128+48.57% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.01% | 0.01% | #211 | $86.9M | 928,275 | $63.9M | 840,309 | +87,966+10.47% | Add |
| Cetera Investment Advisers |
| 0.08% | 0.07% | #134 | $86.9M | 927,946 | $66.1M | 870,093 | +57,853+6.65% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #243 | $77.4M | 826,186 | $36.1M | 474,699 | +351,487+74.04% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.04% | 0.03% | #169 | $67.8M | 723,942 | $46.3M | 609,649 | +114,293+18.75% | Add |
| Apollon Wealth Management, LLC |
| 0.63% | 0.48% | #55 | $51.9M | 554,308 | $29.6M | 389,278 | +165,030+42.39% | Add |
| Gratus Wealth Advisors, LLC |
| 6.29% | 5.72% | #4 | $49.4M | 527,440 | $39.5M | 520,253 | +7,187+1.38% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.02% | 0.01% | #197 | $47.8M | 525,103 | $29.2M | 388,961 | +136,142+35.00% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.08% | 0.05% | #133 | $34.6M | 369,711 | $20.6M | 271,285 | +98,426+36.28% | Add |
| Private Advisor Group, LLC |
| 0.14% | 0.03% | #109 | $31.2M | 333,599 | $7.3M | 95,927 | +237,672+247.76% | Add |
| HighTower Advisors, LLC |
| 0.03% | 0.02% | #180 | $29.2M | 312,119 | $21.2M | 278,545 | +33,574+12.05% | Add |
| River Wealth Advisors LLC |
| 3.03% | 2.74% | #10 | $28.9M | 309,168 | $23.9M | 314,190 | -5,022-1.60% | Reduce |
| Janney Montgomery Scott LLC |
| 0.05% | — | #153 | $24.9M | 265,499 | $0 | 0 | +265,499 | New Buy |
| STIFEL FINANCIAL CORP |
| 0.02% | 0.02% | #195 | $24.6M | 263,205 | $19.4M | 255,832 | +7,373+2.88% | Add |
| Focus Financial Network, Inc. |
| 0.64% | 0.61% | #54 | $20.7M | 220,755 | $16.9M | 222,013 | -1,258-0.57% | Reduce |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.03% | 0.03% | #172 | $20.0M | 213,161 | $18.5M | 243,847 | -30,686-12.58% | Reduce |
| Modern Wealth Management, LLC |
| 0.23% | 0.29% | #86 | $19.7M | 210,637 | $16.7M | 217,165 | -6,528-3.01% | Reduce |
| Armbruster Capital Management, Inc. |
| 2.77% | 2.52% | #12 | $18.6M | 198,166 | $15.4M | 202,501 | -4,335-2.14% | Reduce |
| Markowski Investments |
| 4.03% | — | #5 | $18.3M | 195,594 | $0 | 0 | +195,594 | New Buy |
| Clark Wealth Partners |
| 9.49% | 9.58% | #1 | $16.8M | 179,445 | $14.3M | 187,619 | -8,174-4.36% | Reduce |
| NBZ Investment Advisors LLC |
| 6.53% | 6.12% | #3 | $16.8M | 178,992 | $14.0M | 184,296 | -5,304-2.88% | Reduce |
| Sound Income Strategies, LLC |
| 0.74% | 0.57% | #48 | $16.4M | 175,245 | $11.7M | 152,422 | +22,823+14.97% | Add |
| Seros Financial, LLC |
| 8.52% | 6.06% | #2 | $16.4M | 174,671 | $9.5M | 125,274 | +49,397+39.43% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.03% | 0.02% | #174 | $15.2M | 162,027 | $8.0M | 105,400 | +56,627+53.73% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.02% | #198 | $15.2M | 161,854 | $14.3M | 187,664 | -25,810-13.75% | Reduce |
| Financial Partners Group, Inc |
| 1.44% | 1.36% | #29 | $14.1M | 151,054 | $11.3M | 149,238 | +1,816+1.22% | Add |
| Meridian Wealth Management, LLC |
| 0.41% | 0.39% | #67 | $13.4M | 142,592 | $11.2M | 147,335 | -4,743-3.22% | Reduce |
| INSIGNEO ADVISORY SERVICES, LLC |
| 0.48% | — | #61 | $12.7M | 135,692 | $0 | 0 | +135,692 | New Buy |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.19% | 0.16% | #94 | $12.2M | 130,561 | $8.6M | 112,983 | +17,578+15.56% | Add |
| Envestnet Portfolio Solutions, Inc. |
| 0.05% | 0.05% | #146 | $11.4M | 122,014 | $9.2M | 120,546 | +1,468+1.22% | Add |
| Sequoia Financial Advisors, LLC |
| 0.06% | 0.05% | #144 | $11.3M | 120,337 | $9.8M | 128,764 | -8,427-6.54% | Reduce |
| Savvy Advisors, Inc. |
| 0.24% | — | #85 | $11.3M | 120,231 | $0 | 0 | +120,231 | New Buy |
| BNP PARIBAS FINANCIAL MARKETS |
| 0.01% | <0.01% | #242 | $10.5M | 111,950 | $6.2M | 81,000 | +30,950+38.21% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #271 | $10.4M | 111,491 | $10.9M | 143,914 | -32,423-22.53% | Reduce |
| Integrated Capital Management, LLC |
| 3.75% | 3.55% | #6 | $10.4M | 111,269 | $8.4M | 110,662 | +607+0.55% | Add |
| VestGen Advisors, LLC |
| 0.3% | 0.26% | #78 | $10.4M | 110,840 | $9.7M | 112,459 | -1,619-1.44% | Reduce |
| USAdvisors Wealth Management, LLC |
| 2.92% | 2.65% | #11 | $10.4M | 110,675 | $7.9M | 108,147 | +2,528+2.34% | Add |
| Family Investment Center, Inc. |
| 1.72% | 1.52% | #23 | $10.3M | 110,454 | $7.9M | 104,162 | +6,292+6.04% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.02% | 0.02% | #204 | $10.3M | 115,945 | $10.1M | 129,973 | -14,028-10.79% | Reduce |
| Provident Wealth Management, LLC |
| 2.42% | 2.34% | #13 | $9.4M | 100,205 | $7.7M | 101,804 | -1,599-1.57% | Reduce |
| TRUIST FINANCIAL CORP |
| 0.01% | 0.01% | #219 | $9.3M | 99,037 | $7.3M | 95,568 | +3,469+3.63% | Add |
| Arkadios Wealth Advisors |
| 0.14% | 0.12% | #114 | $8.9M | 95,481 | $7.2M | 94,526 | +955+1.01% | Add |
| Snowden Capital Advisors LLC |
| 0.21% | 0.19% | #92 | $8.7M | 92,868 | $7.0M | 92,627 | +241+0.26% | Add |
| EPG Wealth Management LLC |
| 2.02% | 1.83% | #15 | $8.4M | 90,058 | $6.8M | 88,887 | +1,171+1.32% | Add |
| Sanctuary Advisors, LLC |
| 0.04% | 0.03% | #167 | $7.9M | 84,404 | $6.4M | 84,643 | -239-0.28% | Reduce |
| Kingsview Wealth Management, LLC |
| 0.14% | 0.11% | #113 | $7.8M | 102,218 | $7.8M | 102,218 | 00.00% | Unchanged |
