| LPL Financial LLC |
| 0.04% | 0.04% | #99 | $155.9M | 3.5M | $133.2M | 3.3M | +140,819+4.24% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #141 | $123.8M | 2.7M | $104.3M | 2.6M | +147,469+5.67% | Add |
| MORGAN STANLEY |
| 0.01% | <0.01% | #148 | $118.0M | 2.6M | $65.8M | 1.6M | +1.0M+66.68% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.02% | 0.02% | #122 | $65.3M | 1.4M | $51.9M | 1.3M | +157,015+12.15% | Add |
| Stratos Wealth Partners, LTD. |
| 0.49% | 0.48% | #25 | $48.4M | 1.1M | $42.0M | 1.0M | +28,147+2.69% | Add |
| Advisory Resource Group |
| 6.7% | 6.75% | #1 | $44.5M | 988,427 | $39.2M | 977,608 | +10,819+1.11% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.08% | 0.08% | #71 | $35.6M | 790,438 | $31.2M | 777,785 | +12,653+1.63% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | 0.01% | #157 | $30.7M | 680,663 | $41.3M | 1.0M | -347,437-33.79% | Reduce |
| MML INVESTORS SERVICES, LLC |
| 0.05% | 0.04% | #85 | $25.3M | 562,152 | $16.2M | 403,157 | +158,995+39.44% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.01% | 0.01% | #129 | $22.7M | 504,284 | $16.7M | 417,264 | +87,020+20.85% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #160 | $22.4M | 496,010 | $10.6M | 263,916 | +232,094+87.94% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.03% | 0.03% | #111 | $21.8M | 483,013 | $18.7M | 465,651 | +17,362+3.73% | Add |
| OSAIC HOLDINGS, INC. |
| 0.02% | 0.03% | #115 | $20.6M | 456,751 | $17.3M | 430,635 | +26,116+6.06% | Add |
| Cetera Investment Advisers |
| 0.02% | 0.02% | #124 | $16.7M | 371,287 | $14.7M | 366,440 | +4,847+1.32% | Add |
| Prospera Financial Services Inc |
| 0.23% | 0.19% | #45 | $15.8M | 350,355 | $11.6M | 289,091 | +61,264+21.19% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #167 | $11.8M | 261,021 | $11.5M | 286,705 | -25,684-8.96% | Reduce |
| Private Advisor Group, LLC |
| 0.05% | 0.01% | #83 | $11.7M | 258,897 | $2.2M | 53,761 | +205,136+381.57% | Add |
| Modern Wealth Management, LLC |
| 0.12% | 0.1% | #60 | $10.2M | 226,587 | $6.0M | 149,246 | +77,341+51.82% | Add |
| Onyx Bridge Wealth Group LLC |
| 0.85% | 0.77% | #15 | $9.5M | 210,389 | $7.2M | 178,732 | +31,657+17.71% | Add |
| Ausdal Financial Partners, Inc. |
| 0.33% | 0.18% | #34 | $8.4M | 186,206 | $4.1M | 103,009 | +83,197+80.77% | Add |
| TRUIST FINANCIAL CORP |
| 0.01% | 0.01% | #137 | $7.7M | 171,733 | $6.7M | 166,629 | +5,104+3.06% | Add |
| Kestra Advisory Services, LLC |
| 0.02% | 0.02% | #116 | $7.4M | 164,456 | $6.3M | 156,288 | +8,168+5.23% | Add |
| Gladstone Institutional Advisory LLC |
| 0.22% | 0.22% | #49 | $6.9M | 152,649 | $5.8M | 145,244 | +7,405+5.10% | Add |
| Janney Montgomery Scott LLC |
| 0.01% | 0.01% | #127 | $6.8M | 150,899 | $5.7M | 141,451 | +9,448+6.68% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.03% | 0.02% | #100 | $6.7M | 148,538 | $4.1M | 101,909 | +46,629+45.76% | Add |
| INDEPENDENT FINANCIAL GROUP, LLC |
| 0.12% | — | #58 | $6.6M | 147,036 | $0 | 0 | +147,036 | New Buy |
| BlackDiamond Wealth Management, LLC |
| 2.39% | 2.4% | #4 | $6.0M | 127,615 | $5.0M | 124,700 | +2,915+2.34% | Add |
| Empire Financial Management Company, LLC |
| 2.32% | 1.16% | #5 | $5.9M | 129,983 | $5.1M | 127,460 | +2,523+1.98% | Add |
| Integrated Wealth Concepts LLC |
| 0.03% | 0.02% | #114 | $5.3M | 118,044 | $2.2M | 55,467 | +62,577+112.82% | Add |
| Fearless Solutions, LLC dba Best Invest |
| 2.61% | 2.53% | #3 | $4.9M | 109,679 | $4.2M | 104,629 | +5,050+4.83% | Add |
| Cassady Wealth & Retirement Planning, LLC |
| 2.26% | 2.06% | #7 | $4.9M | 107,611 | $4.3M | 96,857 | +10,754+11.10% | Add |
| Safe Harbor Fiduciary, LLC |
| 3.68% | 3.8% | #2 | $4.7M | 104,689 | $4.0M | 99,371 | +5,318+5.35% | Add |
| Rockefeller Capital Management L.P. |
| 0.01% | 0.01% | #144 | $4.6M | 101,196 | $3.9M | 98,013 | +3,183+3.25% | Add |
| Benchmark Financial Wealth Advisors, LLC |
| 1.06% | 0.74% | #12 | $4.3M | 95,738 | $2.7M | 66,497 | +29,241+43.97% | Add |
| SOUTHERN CAPITAL SERVICES INC /ADV |
| 2.28% | 2.28% | #6 | $4.1M | 90,036 | $3.6M | 88,468 | +1,568+1.77% | Add |
| Code Waechter LLC |
| 2.02% | 2.04% | #8 | $3.9M | 86,848 | $3.4M | 85,360 | +1,488+1.74% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | 0.01% | #151 | $3.6M | 79,367 | $2.7M | 66,358 | +13,009+19.60% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.05% | 0.05% | #87 | $3.5M | 78,748 | $2.9M | 73,478 | +5,270+7.17% | Add |
| BENJAMIN EDWARDS INC |
| 0.03% | 0.03% | #103 | $3.5M | 78,099 | $3.1M | 76,520 | +1,579+2.06% | Add |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 0.04% | 0.02% | #98 | $3.5M | 76,817 | $1.8M | 44,780 | +32,037+71.54% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #166 | $3.4M | 76,296 | $2.9M | 72,379 | +3,917+5.41% | Add |
| CHANNEL WEALTH LLC |
| 0.74% | 0.75% | #18 | $3.3M | 73,022 | $3.1M | 77,095 | -4,073-5.28% | Reduce |
| Capital Asset Advisory Services LLC |
| 0.11% | 0.12% | #64 | $3.2M | 69,985 | $3.1M | 70,613 | -628-0.89% | Reduce |
| LEVEL FOUR ADVISORY SERVICES, LLC |
| 0.09% | 0.09% | #69 | $3.1M | 69,484 | $2.7M | 66,655 | +2,829+4.24% | Add |
| Lifestyle Asset Management, Inc. |
| 0.84% | 0.85% | #16 | $3.1M | 69,389 | $2.6M | 64,491 | +4,898+7.59% | Add |
| AXXCESS WEALTH MANAGEMENT, LLC |
| 0.05% | — | #86 | $3.1M | 69,331 | $0 | 0 | +69,331 | New Buy |
| NewEdge Advisors, LLC |
| 0.01% | 0.01% | #138 | $3.0M | 67,138 | $2.8M | 69,766 | -2,628-3.77% | Reduce |
| Guardian Financial Partners, LLC |
| 1.16% | 1.09% | #11 | $3.0M | 66,004 | $2.6M | 64,101 | +1,903+2.97% | Add |
| Cooper Financial Group |
| 0.24% | 0.26% | #43 | $2.9M | 63,538 | $2.5M | 63,196 | +342+0.54% | Add |
| Capital Investment Advisory Services, LLC |
| 0.17% | 0.2% | #54 | $2.8M | 62,229 | $2.7M | 68,319 | -6,090-8.91% | Reduce |