| AE Wealth Management LLC |
| 2.02% | 2.09% | #20 | $433.5M | 8.9M | $386.7M | 7.9M | +956,351+12.08% | Add |
| MORGAN STANLEY |
| 0.02% | 0.02% | #155 | $327.1M | 6.7M | $308.4M | 6.3M | +436,365+6.97% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.02% | 0.02% | #157 | $238.1M | 4.9M | $219.9M | 4.5M | +372,770+8.28% | Add |
| LPL Financial LLC |
| 0.04% | 0.05% | #120 | $196.1M | 4.0M | $180.1M | 3.7M | +325,711+8.83% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.02% | 0.03% | #143 | $143.4M | 2.9M | $139.8M | 2.9M | +72,668+2.54% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.03% | 0.03% | #134 | $106.2M | 2.2M | $104.7M | 2.1M | +31,298+1.46% | Add |
| Kensington Asset Management, LLC |
| 5.4% | 5.03% | #3 | $99.1M | 2.0M | $92.4M | 1.9M | +136,679+7.23% | Add |
| Geneos Wealth Management Inc. |
| 1.35% | 1.5% | #26 | $66.1M | 1.4M | $64.5M | 1.3M | +32,022+2.42% | Add |
| Bluespring Wealth Management, LLC |
| 1.24% | — | #29 | $64.4M | 1.3M | $0 | 0 | +1.3M | New Buy |
| Private Advisor Group, LLC |
| 0.26% | 0.32% | #63 | $56.8M | 1.2M | $68.4M | 1.4M | -237,791-16.97% | Reduce |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #184 | $33.9M | 694,400 | $33.4M | 684,326 | +10,074+1.47% | Add |
| TEXAS TREASURY SAFEKEEPING TRUST CO |
| 4.86% | 5.41% | #6 | $33.6M | 686,991 | $33.6M | 686,991 | 00.00% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP |
| 3.07% | 3.47% | #14 | $32.7M | 669,210 | $31.4M | 643,344 | +25,866+4.02% | Add |
| Ritter Daniher Financial Advisory LLC / DE |
| 4.88% | 4.85% | #5 | $32.0M | 655,300 | $28.6M | 585,593 | +69,707+11.90% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.07% | 0.07% | #104 | $29.1M | 596,197 | $28.4M | 580,556 | +15,641+2.69% | Add |
| OSAIC HOLDINGS, INC. |
| 0.03% | 0.03% | #130 | $28.6M | 584,979 | $22.3M | 456,113 | +128,866+28.25% | Add |
| Sovereign Investment Advisors, LLC |
| 5.02% | 5.63% | #4 | $26.8M | 545,365 | $26.6M | 542,221 | +3,144+0.58% | Add |
| COURIER CAPITAL LLC |
| 1.1% | 1.22% | #34 | $22.0M | 449,357 | $21.8M | 446,268 | +3,089+0.69% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.33% | 0.34% | #56 | $21.2M | 432,861 | $18.6M | 380,989 | +51,872+13.62% | Add |
| Buck Wealth Strategies, LLC |
| 1.94% | 2.3% | #22 | $18.5M | 379,297 | $18.6M | 380,404 | -1,107-0.29% | Reduce |
| Financial Enhancement Group LLC |
| 2.17% | 2.2% | #18 | $18.2M | 371,700 | $17.8M | 362,396 | +9,304+2.57% | Add |
| Trail Ridge Investment Advisors, LLC |
| 7.28% | 7.29% | #1 | $17.2M | 352,633 | $16.8M | 343,222 | +9,411+2.74% | Add |
| Accel Wealth Management |
| 3.78% | 4.39% | #11 | $16.8M | 343,952 | $16.8M | 344,628 | -676-0.20% | Reduce |
| Stratos Wealth Partners, LTD. |
| 0.15% | 0.06% | #76 | $15.1M | 308,676 | $5.6M | 115,624 | +193,052+166.97% | Add |
| Sovran Advisors, LLC |
| 1.11% | 1.04% | #33 | $14.9M | 305,170 | $13.2M | 270,964 | +34,206+12.62% | Add |
| TRUIST FINANCIAL CORP |
| 0.02% | 0.02% | #154 | $14.8M | 302,199 | $11.6M | 237,042 | +65,157+27.49% | Add |
| Leelyn Smith, LLC |
| 1.79% | 2% | #24 | $14.7M | 301,590 | $14.3M | 292,366 | +9,224+3.15% | Add |
| Dynamic Advisor Solutions LLC |
| 0.41% | 0.43% | #51 | $14.4M | 295,642 | $13.7M | 279,601 | +16,041+5.74% | Add |
| STIFEL FINANCIAL CORP |
| 0.01% | <0.01% | #166 | $14.4M | 293,830 | $5.2M | 105,939 | +187,891+177.36% | Add |
| Rise Advisors, LLC |
| 3.83% | 4.57% | #10 | $13.6M | 278,720 | $13.0M | 265,576 | +13,144+4.95% | Add |
| Greenwich Wealth Management LLC |
| 0.48% | 0.54% | #49 | $13.2M | 269,234 | $13.1M | 269,053 | +181+0.07% | Add |
| Waverly Advisors, LLC |
| 0.07% | 0.07% | #102 | $11.8M | 241,835 | $9.3M | 190,952 | +50,883+26.65% | Add |
| Richmond Investment Services, LLC |
| 3.61% | 3.56% | #12 | $11.4M | 233,710 | $22.0M | 450,751 | -217,041-48.15% | Reduce |
| Three Magnolias Financial Advisors, LLC |
| 6.21% | 6.7% | #2 | $11.1M | 227,972 | $10.5M | 215,519 | +12,453+5.78% | Add |
| Kestra Advisory Services, LLC |
| 0.04% | 0.06% | #128 | $11.0M | 225,284 | $15.9M | 325,735 | -100,451-30.84% | Reduce |
| Burford Brothers, Inc. |
| 4.03% | 4.65% | #8 | $11.0M | 224,695 | $11.3M | 231,872 | -7,177-3.10% | Reduce |
| Vigilare Wealth Management |
| 3.3% | 2.23% | #13 | $10.8M | 220,321 | $6.6M | 135,239 | +85,082+62.91% | Add |
| Coastal Bridge Advisors, LLC |
| 0.63% | 0.73% | #42 | $10.1M | 207,321 | $10.3M | 210,184 | -2,863-1.36% | Reduce |
| OneDigital Investment Advisors LLC |
| 0.08% | 0.09% | #94 | $9.3M | 189,401 | $8.8M | 180,845 | +8,556+4.73% | Add |
| FORTEM FINANCIAL GROUP, LLC |
| 1.63% | 1.71% | #25 | $8.0M | 163,614 | $6.8M | 139,775 | +23,839+17.06% | Add |
| Clear Trail Advisors, LLC |
| 1.2% | 1.25% | #31 | $7.9M | 160,783 | $7.5M | 153,833 | +6,950+4.52% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #177 | $7.0M | 142,323 | $7.1M | 144,542 | -2,219-1.54% | Reduce |
| Jupiter Topco LLC |
| <0.01% | — | #196 | $6.9M | 140,853 | $0 | 0 | +140,853 | New Buy |
| CITADEL ADVISORS LLC |
| <0.01% | — | #209 | $6.6M | 134,997 | $0 | 0 | +134,997 | New Buy |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | 0.01% | #168 | $6.3M | 129,096 | $6.0M | 122,199 | +6,897+5.64% | Add |
| Creative Planning |
| <0.01% | <0.01% | #190 | $5.9M | 121,501 | $4.7M | 96,639 | +24,862+25.73% | Add |
| MOSAIC FAMILY WEALTH PARTNERS, LLC |
| 0.39% | 0.36% | #54 | $5.7M | 117,609 | $3.5M | 72,300 | +45,309+62.67% | Add |
| First Financial Group Corp |
| 3.99% | 4.59% | #9 | $5.5M | 112,906 | $5.6M | 114,948 | -2,042-1.78% | Reduce |
| OLD MISSION CAPITAL LLC |
| 0.09% | 0.01% | #92 | $5.5M | 112,149 | $420,098 | 8,598 | +103,551+1,204.36% | Add |
| Golden State Wealth Management, LLC |
| 0.5% | 0.58% | #48 | $5.5M | 111,940 | $5.3M | 109,018 | +2,922+2.68% | Add |
