| LPL Financial LLC |
| 0.08% | 0.08% | #77 | $356.2M | 17.1M | $315.7M | 15.1M | +2.0M+13.38% | Add |
| MORGAN STANLEY |
| 0.01% | 0.01% | #152 | $156.3M | 7.5M | $113.6M | 5.3M | +2.2M+40.60% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.02% | 0.03% | #122 | $105.2M | 5.0M | $107.6M | 5.1M | -90,212-1.76% | Reduce |
| LVZ, Inc. |
| 6.87% | 7.75% | #4 | $67.6M | 3.2M | $67.9M | 3.2M | +2,324+0.07% | Add |
| Cetera Investment Advisers |
| 0.06% | 0.06% | #90 | $63.5M | 3.0M | $57.7M | 2.8M | +291,625+10.60% | Add |
| Bouchey Financial Group, Ltd. |
| 3.95% | 2.92% | #9 | $61.1M | 2.9M | $39.8M | 1.9M | +1.0M+55.11% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.81% | 0.9% | #27 | $59.9M | 2.9M | $58.2M | 2.8M | +98,941+3.57% | Add |
| STIFEL FINANCIAL CORP |
| 0.05% | 0.05% | #98 | $55.8M | 2.7M | $51.1M | 2.4M | +239,531+9.83% | Add |
| KINTRA WEALTH, LLC |
| 2.39% | 1.47% | #13 | $45.9M | 2.2M | $20.8M | 991,815 | +1.2M+124.30% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | <0.01% | #139 | $45.2M | 2.2M | $1.2M | 57,185 | +2.1M+3,694.11% | Add |
| STEPHENS INC /AR/ |
| 0.47% | 0.52% | #35 | $41.8M | 2.0M | $41.9M | 2.0M | +4,500+0.23% | Add |
| Kestra Advisory Services, LLC |
| 0.12% | 0.13% | #68 | $36.1M | 1.7M | $34.8M | 1.7M | +71,346+4.30% | Add |
| &PARTNERS |
| 0.15% | 0.16% | #61 | $35.7M | 1.7M | $31.4M | 1.5M | +215,595+14.40% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #161 | $32.1M | 1.5M | $11.9M | 566,232 | +971,066+171.50% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.07% | 0.08% | #80 | $31.8M | 1.5M | $30.9M | 1.5M | +53,563+3.64% | Add |
| OSAIC HOLDINGS, INC. |
| 0.04% | 0.04% | #104 | $31.4M | 1.5M | $25.5M | 1.2M | +292,546+24.08% | Add |
| Seascape Capital Management |
| 7.36% | 8.54% | #3 | $30.7M | 1.5M | $29.7M | 1.4M | +58,458+4.13% | Add |
| Centennial Wealth Advisory LLC |
| 6.39% | 5.52% | #5 | $29.6M | 1.4M | $22.8M | 1.1M | +330,390+30.36% | Add |
| FIRST TRUST ADVISORS LP |
| 0.02% | 0.02% | #132 | $29.0M | 1.4M | $25.8M | 1.2M | +156,918+12.73% | Add |
| Cyndeo Wealth Partners, LLC |
| 1.21% | 1.33% | #20 | $25.8M | 1.2M | $25.3M | 1.2M | +34,249+2.84% | Add |
| BENJAMIN EDWARDS INC |
| 0.24% | 0.24% | #45 | $25.8M | 1.2M | $24.0M | 1.1M | +94,134+8.24% | Add |
| Pine Valley Investments Ltd Liability Co |
| 0.99% | 1.11% | #23 | $25.1M | 1.2M | $24.3M | 1.2M | +44,581+3.84% | Add |
| Janney Montgomery Scott LLC |
| 0.05% | 0.05% | #97 | $24.1M | 1.2M | $20.1M | 956,652 | +196,617+20.55% | Add |
| Private Advisor Group, LLC |
| 0.11% | 0.1% | #71 | $23.6M | 1.1M | $22.2M | 1.1M | +72,947+6.88% | Add |
| First Heartland Consultants, Inc. |
| 1.34% | 1.54% | #18 | $20.7M | 991,947 | $20.1M | 959,188 | +32,759+3.42% | Add |
| Prospera Financial Services Inc |
| 0.29% | 0.42% | #42 | $19.9M | 954,758 | $26.0M | 1.2M | -284,452-22.95% | Reduce |
| Wealth Intelligence, LLC |
| 8.67% | 9.5% | #2 | $18.7M | 895,036 | $19.7M | 942,180 | -47,144-5.00% | Reduce |
| NewEdge Advisors, LLC |
| 0.05% | 0.06% | #94 | $18.1M | 865,944 | $15.5M | 739,203 | +126,741+17.15% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.02% | #127 | $17.2M | 822,954 | $15.1M | 720,043 | +102,911+14.29% | Add |
| ELEVATION POINT WEALTH PARTNERS, LLC |
| 0.31% | 0.01% | #41 | $16.8M | 806,567 | $279,548 | 13,337 | +793,230+5,947.59% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.16% | <0.01% | #60 | $16.8M | 805,157 | $279,548 | 13,337 | +791,820+5,937.02% | Add |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC |
| 4.38% | 5.12% | #8 | $16.4M | 787,315 | $15.8M | 755,736 | +31,579+4.18% | Add |
| ASSETMARK, INC |
| 0.03% | 0.03% | #120 | $15.5M | 743,446 | $13.9M | 663,530 | +79,916+12.04% | Add |
| Arax Advisory Partners |
| 0.09% | 0.36% | #74 | $13.8M | 660,774 | $12.7M | 603,766 | +57,008+9.44% | Add |
| Equitable Holdings, Inc. |
| 0.07% | 0.07% | #81 | $12.2M | 587,049 | $11.4M | 537,398 | +49,651+9.24% | Add |
| APS Management Group, Inc. |
| 8.87% | 9.14% | #1 | $11.5M | 553,470 | $10.7M | 509,324 | +44,146+8.67% | Add |
| Mach-1 Financial Group, LLC |
| 4.4% | 4.23% | #7 | $11.4M | 544,300 | $12.0M | 572,800 | -28,500-4.98% | Reduce |
| Bank of New York Mellon Corp |
| <0.01% | <0.01% | #169 | $10.9M | 524,977 | $10.2M | 488,589 | +36,388+7.45% | Add |
| SUMMIT WEALTH GROUP LLC / CO |
| 0.89% | 1.13% | #26 | $10.7M | 512,764 | $10.7M | 510,484 | +2,280+0.45% | Add |
| HBW ADVISORY SERVICES LLC |
| 0.96% | 1.08% | #24 | $10.6M | 506,037 | $10.3M | 489,331 | +16,706+3.41% | Add |
| MGO ONE SEVEN LLC |
| 0.17% | 0.19% | #55 | $10.2M | 488,930 | $9.3M | 444,770 | +44,160+9.93% | Add |
| Dynamic Advisor Solutions LLC |
| 0.26% | 0.34% | #43 | $9.1M | 436,038 | $10.8M | 513,732 | -77,694-15.12% | Reduce |
| Orion Porfolio Solutions, LLC |
| 0.07% | 0.07% | #86 | $8.8M | 424,100 | $8.3M | 397,183 | +26,917+6.78% | Add |
| SageGuard Financial Group, LLC |
| 1.22% | 0.97% | #19 | $8.7M | 415,207 | $6.3M | 300,043 | +115,164+38.38% | Add |
| Concurrent Investment Advisors, LLC |
| 0.07% | 0.08% | #82 | $8.5M | 409,143 | $7.6M | 363,312 | +45,831+12.61% | Add |
| INDEPENDENT FINANCIAL GROUP, LLC |
| 0.16% | — | #59 | $8.5M | 406,263 | $0 | 0 | +406,263 | New Buy |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
| 0.91% | 0.25% | #25 | $8.2M | 395,051 | $2.0M | 97,076 | +297,975+306.95% | Add |
| IAMS WEALTH MANAGEMENT, LLC |
| 2.47% | 2.22% | #12 | $8.2M | 393,102 | $6.4M | 304,512 | +88,590+29.09% | Add |
| FSB PREMIER WEALTH MANAGEMENT, INC. |
| 2.25% | 1.84% | #16 | $8.0M | 383,230 | $5.9M | 279,644 | +103,586+37.04% | Add |
| Integrated Wealth Concepts LLC |
| 0.04% | 0.04% | #101 | $7.7M | 369,605 | $4.4M | 210,621 | +158,984+75.48% | Add |
