| LPL Financial LLC |
| 0.08% | 0.08% | #82 | $337.6M | 5.8M | $302.3M | 5.8M | +32,944+0.57% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.02% | 0.02% | #151 | $306.8M | 5.3M | $293.4M | 5.6M | -327,646-5.86% | Reduce |
| MORGAN STANLEY |
| 0.01% | 0.01% | #170 | $212.6M | 3.6M | $217.4M | 4.0M | -320,416-8.07% | Reduce |
| SFMG, LLC |
| 9.29% | 8.91% | #1 | $154.3M | 2.6M | $131.5M | 2.5M | +141,285+5.64% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.04% | 0.04% | #121 | $135.6M | 2.3M | $114.2M | 2.2M | +151,859+6.98% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.02% | 0.02% | #145 | $127.8M | 2.2M | $121.2M | 2.3M | -116,525-5.04% | Reduce |
| CFS Investment Advisory Services, LLC |
| 7.88% | 7.75% | #4 | $118.1M | 2.0M | $112.5M | 2.0M | -3,166-0.16% | Reduce |
| Cetera Investment Advisers |
| 0.06% | 0.08% | #91 | $65.6M | 1.1M | $76.2M | 1.5M | -327,076-22.52% | Reduce |
| UBS Group AG |
| 0.01% | 0.01% | #181 | $54.5M | 936,120 | $52.3M | 996,094 | -59,974-6.02% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.05% | 0.06% | #99 | $43.7M | 749,890 | $42.1M | 802,640 | -52,750-6.57% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.1% | 0.1% | #76 | $43.1M | 739,459 | $39.8M | 758,988 | -19,529-2.57% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #176 | $38.5M | 661,431 | $34.2M | 651,752 | +9,679+1.49% | Add |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #191 | $35.9M | 615,809 | $31.8M | 606,528 | +9,281+1.53% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.04% | 0.05% | #109 | $34.4M | 590,351 | $34.5M | 658,005 | -67,654-10.28% | Reduce |
| STIFEL FINANCIAL CORP |
| 0.02% | 0.02% | #146 | $24.8M | 426,195 | $25.2M | 479,993 | -53,798-11.21% | Reduce |
| LEVEL FOUR ADVISORY SERVICES, LLC |
| 0.62% | 0.63% | #27 | $21.9M | 375,782 | $19.3M | 367,166 | +8,616+2.35% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.04% | 0.04% | #114 | $20.4M | 350,648 | $15.7M | 299,259 | +51,389+17.17% | Add |
| NewEdge Advisors, LLC |
| 0.06% | 0.06% | #95 | $18.6M | 318,441 | $17.1M | 325,921 | -7,480-2.30% | Reduce |
| Geneos Wealth Management Inc. |
| 0.37% | 0.28% | #39 | $18.1M | 310,265 | $12.1M | 230,818 | +79,447+34.42% | Add |
| Kestra Advisory Services, LLC |
| 0.06% | 0.06% | #94 | $17.5M | 300,081 | $17.1M | 325,878 | -25,797-7.92% | Reduce |
| MBL Wealth, LLC |
| 1.19% | 1.22% | #17 | $17.4M | 299,162 | $16.1M | 307,495 | -8,333-2.71% | Reduce |
| Tyche Wealth Partners LLC |
| 2.39% | 2.29% | #11 | $17.0M | 292,286 | $14.9M | 283,669 | +8,617+3.04% | Add |
| Merit Financial Group, LLC |
| 0.1% | 0.18% | #77 | $15.6M | 267,262 | $24.0M | 458,213 | -190,951-41.67% | Reduce |
| Pacer Advisors, Inc. |
| 0.04% | 0.03% | #118 | $12.7M | 217,407 | $10.2M | 193,988 | +23,419+12.07% | Add |
| Meridian Wealth Advisors, LLC |
| 1.35% | 1.41% | #15 | $11.9M | 203,946 | $10.7M | 203,946 | 00.00% | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.01% | 0.01% | #185 | $11.9M | 203,909 | $11.2M | 213,058 | -9,149-4.29% | Reduce |
| Private Advisor Group, LLC |
| 0.05% | 0.05% | #96 | $11.7M | 200,426 | $9.9M | 188,168 | +12,258+6.51% | Add |
| MY Wealth Management Inc. |
| 8.19% | 8.71% | #2 | $11.7M | 200,318 | $9.0M | 174,933 | +25,385+14.51% | Add |
| Deane Retirement Strategies, Inc. |
| 4.54% | 4.69% | #5 | $11.7M | 222,333 | $11.7M | 222,333 | 00.00% | Unchanged |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.02% | 0.02% | #152 | $10.9M | 185,922 | $8.8M | 166,279 | +19,643+11.81% | Add |
| J.W. COLE ADVISORS, INC. |
| 0.18% | 0.33% | #55 | $10.3M | 176,784 | $9.9M | 188,003 | -11,219-5.97% | Reduce |
| AlphaCore Capital LLC |
| 0.19% | 0.2% | #54 | $10.0M | 172,105 | $8.3M | 158,842 | +13,263+8.35% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.05% | 0.04% | #103 | $9.5M | 163,085 | $8.5M | 162,392 | +693+0.43% | Add |
| Rockefeller Capital Management L.P. |
| 0.01% | 0.02% | #160 | $9.5M | 162,231 | $9.1M | 174,077 | -11,846-6.81% | Reduce |
| FOURPATH CAPITAL MANAGEMENT, LLC |
| 1.19% | 1.15% | #16 | $9.0M | 155,034 | $8.0M | 152,479 | +2,555+1.68% | Add |
| Financial Enhancement Group LLC |
| 1.03% | 1.03% | #20 | $8.7M | 148,672 | $8.4M | 151,070 | -2,398-1.59% | Reduce |
| PFG Advisors |
| 0.42% | 0.34% | #36 | $8.3M | 142,257 | $6.9M | 131,500 | +10,757+8.18% | Add |
| Creative Planning |
| <0.01% | 0.01% | #196 | $7.3M | 124,584 | $8.5M | 162,637 | -38,053-23.40% | Reduce |
| MONECO ADVISORS, LLC |
| 0.42% | 0.49% | #35 | $6.8M | 117,529 | $6.3M | 119,352 | -1,823-1.53% | Reduce |
| Retirement Planning Group, LLC |
| 0.16% | 0.19% | #57 | $6.4M | 109,708 | $6.1M | 115,766 | -6,058-5.23% | Reduce |
| Gaddis Premier Wealth Advisors LLC |
| 3.86% | 4.09% | #6 | $6.4M | 109,094 | $5.5M | 105,654 | +3,440+3.26% | Add |
| HighTower Advisors, LLC |
| 0.01% | 0.01% | #189 | $5.9M | 101,551 | $5.8M | 111,207 | -9,656-8.68% | Reduce |
| GLR Partners, LLC |
| 2.58% | 2.67% | #9 | $5.5M | 95,119 | $4.9M | 93,369 | +1,750+1.87% | Add |
| Bryn Mawr Trust Advisors, LLC |
| 0.23% | 0.24% | #49 | $5.3M | 91,034 | $4.9M | 93,491 | -2,457-2.63% | Reduce |
| Concurrent Investment Advisors, LLC |
| 0.04% | 0.07% | #108 | $5.2M | 89,661 | $6.2M | 117,475 | -27,814-23.68% | Reduce |
| Sanctuary Advisors, LLC |
| 0.02% | 0.03% | #137 | $5.2M | 88,752 | $4.6M | 88,432 | +320+0.36% | Add |
| Pacific Park Financial, Inc. |
| 2.96% | 2.98% | #8 | $5.1M | 87,449 | $4.6M | 87,089 | +360+0.41% | Add |
| Curtis Advisory Group, LLC |
| 0.93% | 0.91% | #21 | $4.8M | 82,068 | $4.2M | 80,764 | +1,304+1.61% | Add |
| DAVENPORT & Co LLC |
| 0.02% | 0.03% | #143 | $4.5M | 76,668 | $4.7M | 88,825 | -12,157-13.69% | Reduce |
| OFC FINANCIAL PLANNING, LLC |
| 3.75% | 3.93% | #7 | $4.2M | 72,368 | $4.0M | 76,307 | -3,939-5.16% | Reduce |
