| BANK OF AMERICA CORP /DE/ |
| 0.02% | 0.02% | #165 | $243.3M | 6.1M | $211.5M | 6.3M | -209,527-3.34% | Reduce |
| LPL Financial LLC |
| 0.05% | 0.05% | #116 | $209.1M | 5.2M | $174.8M | 5.2M | +26,688+0.52% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.02% | 0.02% | #140 | $89.8M | 2.2M | $75.1M | 2.2M | +10,508+0.47% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.03% | 0.03% | #134 | $69.1M | 1.8M | $57.2M | 1.7M | +66,887+3.85% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.02% | 0.02% | #163 | $67.5M | 1.7M | $61.4M | 1.8M | -136,765-7.52% | Reduce |
| MORGAN STANLEY |
| <0.01% | 0.01% | #203 | $63.4M | 1.6M | $93.1M | 2.6M | -985,487-38.41% | Reduce |
| WELLS FARGO & COMPANY/MN |
| 0.01% | 0.01% | #186 | $45.2M | 1.1M | $68.3M | 2.0M | -898,493-44.37% | Reduce |
| Cetera Investment Advisers |
| 0.04% | 0.04% | #120 | $44.3M | 1.1M | $36.8M | 1.1M | +13,774+1.26% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.09% | 0.09% | #87 | $40.9M | 1.0M | $34.2M | 1.0M | +4,858+0.48% | Add |
| OSAIC HOLDINGS, INC. |
| 0.04% | 0.04% | #118 | $35.8M | 892,744 | $30.5M | 902,911 | -10,167-1.13% | Reduce |
| MML INVESTORS SERVICES, LLC |
| 0.06% | 0.1% | #103 | $31.2M | 778,017 | $36.2M | 1.1M | -295,341-27.52% | Reduce |
| Kestra Advisory Services, LLC |
| 0.09% | 0.08% | #89 | $26.8M | 668,597 | $21.3M | 631,772 | +36,825+5.83% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.01% | 0.01% | #175 | $23.3M | 580,323 | $18.1M | 535,297 | +45,026+8.41% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #206 | $21.2M | 527,699 | $18.4M | 545,970 | -18,271-3.35% | Reduce |
| TRUIST FINANCIAL CORP |
| 0.02% | 0.02% | #139 | $20.4M | 508,853 | $17.1M | 506,010 | +2,843+0.56% | Add |
| Aspire Capital Advisors LLC |
| 3.95% | 3.77% | #3 | $20.3M | 504,916 | $16.7M | 496,195 | +8,721+1.76% | Add |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 0.2% | 0.2% | #64 | $19.7M | 491,913 | $15.8M | 468,257 | +23,656+5.05% | Add |
| Heck Capital Advisors, LLC |
| 1.14% | 1.19% | #17 | $19.1M | 474,716 | $16.0M | 473,873 | +843+0.18% | Add |
| Clark Capital Management Group, Inc. |
| 0.1% | 0.11% | #84 | $19.0M | 473,741 | $17.9M | 531,200 | -57,459-10.82% | Reduce |
| HighTower Advisors, LLC |
| 0.02% | 0.02% | #158 | $17.7M | 440,174 | $14.5M | 431,175 | +8,999+2.09% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.02% | #147 | $17.6M | 437,649 | $16.6M | 490,819 | -53,170-10.83% | Reduce |
| RVW Wealth, LLC |
| 1.02% | 0.9% | #19 | $15.5M | 385,836 | $11.5M | 341,988 | +43,848+12.82% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.07% | 0.06% | #94 | $14.7M | 365,837 | $12.3M | 364,492 | +1,345+0.37% | Add |
| Plan Group Financial, LLC |
| 2.69% | 2.18% | #9 | $13.0M | 325,050 | $9.3M | 274,850 | +50,200+18.26% | Add |
| Sylvest Advisors, LLC |
| 5.54% | 5.59% | #2 | $12.3M | 306,096 | $10.5M | 311,679 | -5,583-1.79% | Reduce |
| HBW ADVISORY SERVICES LLC |
| 0.92% | 0.89% | #22 | $10.2M | 254,073 | $8.4M | 249,189 | +4,884+1.96% | Add |
| Z3 Capital Partners, LLC |
| 2.12% | 2.18% | #11 | $10.1M | 251,710 | $8.6M | 255,040 | -3,330-1.31% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #223 | $9.5M | 237,443 | $9.8M | 290,104 | -52,661-18.15% | Reduce |
| Team Financial Group, LLC |
| 3.91% | 3.47% | #5 | $9.2M | 229,660 | $7.6M | 226,280 | +3,380+1.49% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | 0.02% | #167 | $9.0M | 229,378 | $7.7M | 225,390 | +3,988+1.77% | Add |
| Cornerstone Wealth Management, LLC |
| 0.38% | 0.4% | #47 | $9.0M | 222,996 | $8.0M | 236,097 | -13,101-5.55% | Reduce |
| Orion Porfolio Solutions, LLC |
| 0.06% | 0.07% | #102 | $8.3M | 207,912 | $7.9M | 233,473 | -25,561-10.95% | Reduce |
| Rockefeller Capital Management L.P. |
| 0.01% | 0.02% | #173 | $8.3M | 206,298 | $10.9M | 321,927 | -115,629-35.92% | Reduce |
| FLAGSHIP HARBOR ADVISORS, LLC |
| 0.3% | 0.26% | #52 | $7.7M | 192,829 | $5.8M | 173,186 | +19,643+11.34% | Add |
| Ethos Financial Group, LLC |
| 0.52% | — | #37 | $7.7M | 209,382 | $0 | 0 | +209,382 | New Buy |
| Laurel Wealth Planning LLC |
| 2.97% | 3.08% | #8 | $6.7M | 167,019 | $5.8M | 173,119 | -6,100-3.52% | Reduce |
| Marble Wealth, LLC |
| 1.01% | 1% | #20 | $6.6M | 164,698 | $5.7M | 168,835 | -4,137-2.45% | Reduce |
| Kingsview Wealth Management, LLC |
| 0.11% | 0.09% | #80 | $6.5M | 191,480 | $6.5M | 191,480 | 00.00% | Unchanged |
| Baird Financial Group, Inc. |
| 0.01% | 0.01% | #179 | $6.5M | 160,855 | $5.1M | 150,777 | +10,078+6.68% | Add |
| VERUS CAPITAL PARTNERS, LLC |
| 0.33% | 0.34% | #49 | $6.1M | 152,292 | $5.0M | 148,403 | +3,889+2.62% | Add |
| Guilbault Capital LLC |
| 5.82% | 5.54% | #1 | $5.8M | 144,360 | $5.1M | 149,913 | -5,553-3.70% | Reduce |
| ATLANTIC FAMILY WEALTH, LLC |
| 3.62% | 3.37% | #6 | $5.7M | 140,972 | $4.7M | 138,452 | +2,520+1.82% | Add |
| BNB Wealth Management, LLC |
| 3.01% | 4.34% | #7 | $5.5M | 137,263 | $6.8M | 200,377 | -63,114-31.50% | Reduce |
| Advisory Services Network, LLC |
| 0.06% | 0.06% | #106 | $5.2M | 130,062 | $4.4M | 130,578 | -516-0.40% | Reduce |
| Fortis Advisors, LLC |
| 2.44% | 2.2% | #10 | $5.2M | 129,814 | $4.4M | 130,156 | -342-0.26% | Reduce |
| Tandem Investment Partners LLC |
| 3.94% | 3.56% | #4 | $5.1M | 127,475 | $4.2M | 124,288 | +3,187+2.56% | Add |
| Arkadios Wealth Advisors |
| 0.08% | 0.07% | #93 | $5.1M | 126,464 | $4.1M | 120,847 | +5,617+4.65% | Add |
| EverSource Wealth Advisors, LLC |
| 0.17% | 0.11% | #69 | $5.0M | 124,070 | $3.6M | 106,583 | +17,487+16.41% | Add |
| ARQ WEALTH ADVISORS, LLC |
| 0.59% | 0.19% | #32 | $4.8M | 126,084 | $1.1M | 31,640 | +94,444+298.50% | Add |
| PRINCIPAL SECURITIES, INC. |
| 0.06% | 0.07% | #107 | $4.8M | 118,634 | $4.5M | 133,080 | -14,446-10.86% | Reduce |
