| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #142 | $118.0M | 832,827 | $110.5M | 841,993 | -9,166-1.09% | Reduce |
| LPL Financial LLC |
| 0.01% | 0.02% | #113 | $66.0M | 465,875 | $59.8M | 455,890 | +9,985+2.19% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.01% | 0.01% | #136 | $51.1M | 360,719 | $48.5M | 369,840 | -9,121-2.47% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #184 | $45.7M | 322,879 | $43.0M | 324,340 | -1,461-0.45% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #135 | $31.8M | 224,437 | $29.0M | 221,091 | +3,346+1.51% | Add |
| STIFEL FINANCIAL CORP |
| 0.02% | 0.02% | #98 | $28.7M | 202,461 | $25.4M | 193,748 | +8,713+4.50% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #177 | $25.0M | 176,638 | $22.8M | 173,840 | +2,798+1.61% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.03% | 0.04% | #88 | $14.9M | 104,991 | $13.9M | 106,056 | -1,065-1.00% | Reduce |
| Koshinski Asset Management, Inc. |
| 0.67% | 0.65% | #13 | $12.5M | 88,373 | $10.4M | 79,528 | +8,845+11.12% | Add |
| Curtis Advisory Group, LLC |
| 2.24% | 2.34% | #3 | $11.5M | 81,437 | $10.8M | 82,555 | -1,118-1.35% | Reduce |
| Triton Wealth Management, PLLC |
| 3.37% | 3.54% | #1 | $11.0M | 77,833 | $9.5M | 72,054 | +5,779+8.02% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #201 | $10.0M | 70,893 | $6.6M | 50,419 | +20,474+40.61% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #185 | $9.7M | 68,600 | $9.3M | 70,520 | -1,920-2.72% | Reduce |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #139 | $8.9M | 62,615 | $8.0M | 61,132 | +1,483+2.43% | Add |
| Resonant Capital Advisors, LLC |
| 0.42% | 0.42% | #20 | $8.7M | 61,405 | $8.1M | 61,405 | 00.00% | Unchanged |
| TRUIST FINANCIAL CORP |
| 0.01% | 0.01% | #123 | $8.7M | 61,128 | $9.0M | 68,772 | -7,644-11.11% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #127 | $8.1M | 56,816 | $6.9M | 52,312 | +4,504+8.61% | Add |
| Legacy Capital Wealth Partners, LLC |
| 1.4% | 1.43% | #6 | $7.5M | 58,527 | $7.0M | 58,758 | -231-0.39% | Reduce |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #203 | $7.3M | 51,561 | $4.8M | 36,331 | +15,230+41.92% | Add |
| Waverly Advisors, LLC |
| 0.04% | 0.05% | #74 | $7.2M | 51,046 | $6.6M | 50,413 | +633+1.26% | Add |
| Equitable Holdings, Inc. |
| 0.04% | 0.04% | #76 | $6.8M | 47,969 | $6.3M | 46,808 | +1,161+2.48% | Add |
| Prime Capital Investment Advisors, LLC |
| 0.07% | 0.07% | #66 | $6.8M | 47,688 | $6.3M | 48,380 | -692-1.43% | Reduce |
| CAHILL FINANCIAL ADVISORS INC |
| 0.64% | 0.67% | #14 | $6.7M | 47,208 | $6.2M | 47,246 | -38-0.08% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #140 | $6.3M | 44,227 | $6.3M | 48,368 | -4,141-8.56% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | 0.01% | #174 | $6.2M | 43,449 | $9.3M | 71,073 | -27,624-38.87% | Reduce |
| FMR LLC |
| <0.01% | <0.01% | #228 | $6.1M | 43,149 | $5.7M | 43,065 | +84+0.20% | Add |
| Hudock, Inc. |
| 0.74% | 0.81% | #12 | $5.8M | 40,910 | $5.5M | 42,151 | -1,241-2.94% | Reduce |
| Mariner, LLC |
| 0.01% | 0.01% | #158 | $5.1M | 36,301 | $10.8M | 81,983 | -45,682-55.72% | Reduce |
| THOROUGHBRED FINANCIAL SERVICES, LLC |
| 0.22% | 0.3% | #32 | $5.1M | 36,101 | $4.9M | 37,282 | -1,181-3.17% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #229 | $4.7M | 33,278 | $4.4M | 34,426 | -1,148-3.33% | Reduce |
| Focus Partners Wealth |
| <0.01% | <0.01% | #163 | $4.7M | 33,405 | $3.3M | 24,796 | +8,609+34.72% | Add |
| Cornerstone Wealth Management, LLC |
| 0.2% | 0.21% | #37 | $4.7M | 33,135 | $4.2M | 32,255 | +880+2.73% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #193 | $4.7M | 33,150 | $4.1M | 31,994 | +1,156+3.61% | Add |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #114 | $4.4M | 31,236 | $3.8M | 28,718 | +2,518+8.77% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.02% | 0.03% | #101 | $4.4M | 30,746 | $4.9M | 37,685 | -6,939-18.41% | Reduce |
| Total Clarity Wealth Management, Inc. |
| 0.81% | 0.91% | #11 | $4.2M | 29,516 | $3.9M | 29,573 | -57-0.19% | Reduce |
| Sovran Advisors, LLC |
| 0.3% | 0.56% | #27 | $4.0M | 27,284 | $7.2M | 51,542 | -24,258-47.06% | Reduce |
| Private Advisor Group, LLC |
| 0.02% | 0.02% | #105 | $3.8M | 26,991 | $4.5M | 33,993 | -7,002-20.60% | Reduce |
| Titiun Yejiel |
| 3.09% | 3.31% | #2 | $3.5M | 25,000 | $3.3M | 25,000 | 00.00% | Unchanged |
| GHP Investment Advisors, Inc. |
| 0.13% | 0.14% | #48 | $3.5M | 24,733 | $3.3M | 25,504 | -771-3.02% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | 0.01% | #159 | $3.2M | 32,404 | $2.9M | 31,875 | +529+1.66% | Add |
| NewEdge Advisors, LLC |
| 0.01% | 0.01% | #132 | $3.1M | 21,806 | $1.7M | 13,321 | +8,485+63.70% | Add |
| Creative Planning |
| <0.01% | <0.01% | #195 | $3.0M | 21,262 | $2.5M | 18,704 | +2,558+13.68% | Add |
| Breakwater Capital Group |
| 0.36% | 0.37% | #22 | $3.0M | 20,898 | $2.8M | 21,089 | -191-0.91% | Reduce |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #181 | $2.8M | 19,711 | $2.6M | 19,894 | -183-0.92% | Reduce |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #154 | $2.8M | 19,643 | $2.2M | 16,454 | +3,189+19.38% | Add |
| Stegent Equity Advisors, Inc. |
| 1.9% | 1.82% | #4 | $2.7M | 18,724 | $2.1M | 16,246 | +2,478+15.25% | Add |
| Tempus Wealth Planning, LLC |
| 0.51% | 0.33% | #17 | $2.6M | 18,640 | $1.5M | 11,093 | +7,547+68.03% | Add |
| FLAGSHIP HARBOR ADVISORS, LLC |
| 0.1% | 0.11% | #55 | $2.6M | 18,287 | $2.4M | 18,334 | -47-0.26% | Reduce |
| Pacific Wealth Strategies Group, Inc. |
| 1.42% | 1.68% | #5 | $2.5M | 17,415 | $2.7M | 20,496 | -3,081-15.03% | Reduce |
