| LPL Financial LLC |
| 0.06% | 0.07% | #127 | $279.4M | 5.5M | $270.7M | 5.6M | -23,110-0.42% | Reduce |
| MORGAN STANLEY |
| 0.01% | 0.02% | #215 | $248.0M | 4.9M | $287.8M | 5.8M | -924,393-15.84% | Reduce |
| WELLS FARGO & COMPANY/MN |
| 0.03% | 0.03% | #179 | $156.6M | 3.1M | $156.5M | 3.2M | -111,900-3.48% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.03% | 0.03% | #170 | $109.4M | 2.2M | $111.4M | 2.3M | -122,571-5.36% | Reduce |
| UBS Group AG |
| 0.01% | 0.02% | #216 | $100.3M | 2.0M | $101.3M | 2.1M | -92,437-4.45% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.02% | 0.02% | #208 | $67.9M | 1.3M | $65.2M | 1.3M | +5,517+0.41% | Add |
| TRUIST FINANCIAL CORP |
| 0.07% | 0.08% | #118 | $60.4M | 1.2M | $58.5M | 1.2M | -6,054-0.50% | Reduce |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #233 | $57.3M | 1.1M | $57.8M | 1.2M | -52,106-4.39% | Reduce |
| Cetera Investment Advisers |
| 0.05% | 0.06% | #137 | $53.4M | 1.1M | $52.2M | 1.1M | -15,330-1.43% | Reduce |
| Janney Montgomery Scott LLC |
| 0.07% | 0.05% | #121 | $35.4M | 700,810 | $18.8M | 385,974 | +314,836+81.57% | Add |
| Southern Financial Group, LLC |
| 8.26% | 8.42% | #1 | $32.4M | 641,223 | $30.1M | 618,898 | +22,325+3.61% | Add |
| OSAIC HOLDINGS, INC. |
| 0.03% | 0.03% | #160 | $27.6M | 545,961 | $21.3M | 436,738 | +109,223+25.01% | Add |
| Capital Investment Advisors, LLC |
| 0.32% | 0.36% | #49 | $24.6M | 486,683 | $24.8M | 509,591 | -22,908-4.50% | Reduce |
| Wagner Wealth Management, LLC |
| 3.93% | 5.03% | #6 | $21.2M | 420,348 | $24.9M | 510,992 | -90,644-17.74% | Reduce |
| Rockefeller Capital Management L.P. |
| 0.03% | 0.03% | #168 | $19.9M | 393,338 | $19.0M | 389,401 | +3,937+1.01% | Add |
| Kestra Advisory Services, LLC |
| 0.06% | 0.07% | #126 | $19.7M | 389,251 | $18.9M | 387,493 | +1,758+0.45% | Add |
| PSI Advisors, LLC |
| 4.52% | 5.92% | #4 | $19.5M | 385,687 | $24.7M | 507,545 | -121,858-24.01% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.03% | #186 | $17.9M | 354,538 | $19.3M | 397,008 | -42,470-10.70% | Reduce |
| Flaharty Asset Management, LLC |
| 2.22% | 2.17% | #8 | $17.5M | 359,204 | $17.5M | 359,204 | 00.00% | Unchanged |
| Modern Wealth Management, LLC |
| 0.21% | 0.01% | #63 | $17.4M | 344,253 | $416,185 | 8,546 | +335,707+3,928.24% | Add |
| Brookstone Capital Management |
| 0.17% | 0.19% | #71 | $17.0M | 336,209 | $16.3M | 334,232 | +1,977+0.59% | Add |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #213 | $16.5M | 326,395 | $15.8M | 324,610 | +1,785+0.55% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.08% | 0.07% | #110 | $16.2M | 320,973 | $14.5M | 298,217 | +22,756+7.63% | Add |
| Curran Financial Partners, LLC |
| 2.3% | 2.35% | #7 | $15.4M | 305,615 | $13.1M | 269,732 | +35,883+13.30% | Add |
| Solitude Financial Services |
| 3.96% | 3.96% | #5 | $14.3M | 282,994 | $13.4M | 272,015 | +10,979+4.04% | Add |
| Compass Financial Services Inc |
| 5.09% | 5.44% | #2 | $13.6M | 269,549 | $12.5M | 257,645 | +11,904+4.62% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.03% | 0.03% | #173 | $12.6M | 249,008 | $12.9M | 263,944 | -14,936-5.66% | Reduce |
| SlateStone Wealth, LLC |
| 0.96% | — | #18 | $12.5M | 247,138 | $0 | 0 | +247,138 | New Buy |
| Symphony Financial Services, Inc. |
| 4.72% | 4.9% | #3 | $10.5M | 207,896 | $9.5M | 196,035 | +11,861+6.05% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.13% | 0.15% | #90 | $9.6M | 189,571 | $9.5M | 194,480 | -4,909-2.52% | Reduce |
| Private Advisor Group, LLC |
| 0.04% | 0.04% | #150 | $8.9M | 175,737 | $7.8M | 160,658 | +15,079+9.39% | Add |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC |
| 1.3% | 1.38% | #14 | $8.7M | 172,682 | $8.2M | 168,898 | +3,784+2.24% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.02% | 0.03% | #206 | $8.4M | 166,974 | $9.1M | 186,568 | -19,594-10.50% | Reduce |
| Argent Advisors, Inc. |
| 2.06% | 2.18% | #9 | $8.2M | 162,868 | $8.0M | 163,926 | -1,058-0.65% | Reduce |
| PRINCIPAL SECURITIES, INC. |
| 0.1% | 0.11% | #104 | $7.9M | 156,815 | $7.5M | 154,675 | +2,140+1.38% | Add |
| &PARTNERS |
| 0.03% | 0.05% | #161 | $7.9M | 156,043 | $10.2M | 208,412 | -52,369-25.13% | Reduce |
| NewEdge Advisors, LLC |
| 0.02% | 0.03% | #188 | $7.4M | 146,889 | $7.9M | 162,427 | -15,538-9.57% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.03% | 0.06% | #157 | $7.0M | 138,120 | $7.0M | 144,325 | -6,205-4.30% | Reduce |
| INDEPENDENT FINANCIAL GROUP, LLC |
| 0.13% | — | #89 | $6.9M | 136,925 | $0 | 0 | +136,925 | New Buy |
| Snowden Capital Advisors LLC |
| 0.16% | 0.17% | #75 | $6.7M | 133,085 | $6.4M | 130,802 | +2,283+1.75% | Add |
| PARK AVENUE SECURITIES LLC |
| 0.04% | 0.05% | #151 | $6.3M | 125,064 | $5.9M | 120,998 | +4,066+3.36% | Add |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| 0.29% | 0.34% | #56 | $6.1M | 120,881 | $5.7M | 116,141 | +4,740+4.08% | Add |
| Atlas Private Wealth Advisors |
| 1.28% | 1.7% | #15 | $5.9M | 116,194 | $7.2M | 148,024 | -31,830-21.50% | Reduce |
| Indivisible Partners |
| 0.31% | 0.44% | #52 | $5.6M | 110,303 | $5.0M | 102,589 | +7,714+7.52% | Add |
| MILESTONE ASSET MANAGEMENT, LLC |
| 0.84% | 0.89% | #22 | $5.4M | 106,157 | $4.8M | 98,779 | +7,378+7.47% | Add |
| Farther Finance Advisors, LLC |
| 0.04% | 0.04% | #148 | $5.3M | 105,249 | $4.3M | 87,701 | +17,548+20.01% | Add |
| Prospera Financial Services Inc |
| 0.08% | 0.08% | #114 | $5.2M | 102,447 | $4.7M | 96,432 | +6,015+6.24% | Add |
| PFS Partners, LLC |
| 2.01% | 2.15% | #10 | $5.0M | 98,075 | $4.7M | 96,281 | +1,794+1.86% | Add |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #255 | $4.9M | 96,695 | $4.6M | 94,826 | +1,869+1.97% | Add |
| Pinnacle Financial Partners, Inc. |
| 0.03% | 0.03% | #159 | $4.8M | 94,745 | $4.3M | 88,382 | +6,363+7.20% | Add |