| LPL Financial LLC |
| 0.06% | 0.07% | #76 | $255.2M | 2.2M | $269.6M | 2.6M | -404,934-15.78% | Reduce |
| Larson Financial Group LLC |
| 3.55% | 3.17% | #9 | $135.3M | 1.1M | $99.4M | 946,484 | +200,037+21.13% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 1.94% | 2.1% | #15 | $122.6M | 1.0M | $115.5M | 1.1M | -61,608-5.60% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.03% | 0.03% | #93 | $108.7M | 921,171 | $108.4M | 1.0M | -111,295-10.78% | Reduce |
| AMERICAN CENTURY COMPANIES INC |
| 0.04% | 0.05% | #83 | $93.1M | 788,535 | $90.9M | 865,518 | -76,983-8.89% | Reduce |
| Modern Wealth Management, LLC |
| 0.87% | — | #24 | $72.9M | 592,369 | $0 | 0 | +592,369 | New Buy |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #103 | $60.8M | 515,194 | $52.3M | 498,419 | +16,775+3.37% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #143 | $54.3M | 460,123 | $46.6M | 443,414 | +16,709+3.77% | Add |
| OSAIC HOLDINGS, INC. |
| 0.05% | 0.06% | #78 | $43.7M | 370,266 | $38.7M | 368,087 | +2,179+0.59% | Add |
| Next Level Private LLC |
| 8.56% | 8.39% | #2 | $43.7M | 370,112 | $37.2M | 353,832 | +16,280+4.60% | Add |
| Procyon Advisors, LLC |
| 0.57% | 0.38% | #31 | $42.8M | 362,355 | $36.0M | 342,865 | +19,490+5.68% | Add |
| Intrua Financial, LLC |
| 3.43% | 3.4% | #10 | $37.4M | 316,840 | $32.9M | 313,720 | +3,120+0.99% | Add |
| Pinnacle Financial Partners, Inc. |
| 0.25% | 0.23% | #42 | $36.6M | 310,201 | $30.5M | 290,201 | +20,000+6.89% | Add |
| Sherrill & Hutchins Financial Advisory, Inc |
| 17.25% | 16.62% | #1 | $36.1M | 305,614 | $28.1M | 267,827 | +37,787+14.11% | Add |
| NewEdge Advisors, LLC |
| 0.11% | 0.11% | #64 | $35.5M | 300,483 | $30.8M | 293,441 | +7,042+2.40% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.04% | 0.04% | #82 | $33.3M | 281,976 | $27.9M | 265,404 | +16,572+6.24% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.02% | 0.05% | #100 | $29.6M | 251,142 | $87.6M | 834,469 | -583,327-69.90% | Reduce |
| Equitable Holdings, Inc. |
| 0.15% | 0.12% | #55 | $24.9M | 211,320 | $18.8M | 164,538 | +46,782+28.43% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #144 | $21.4M | 181,655 | $18.8M | 178,840 | +2,815+1.57% | Add |
| TWO SIGMA INVESTMENTS, LP |
| 0.01% | 0.01% | #106 | $19.4M | 164,700 | $17.1M | 162,500 | +2,200+1.35% | Add |
| Private Advisor Group, LLC |
| 0.08% | 0.09% | #67 | $18.0M | 152,551 | $18.9M | 179,874 | -27,323-15.19% | Reduce |
| Flaharty Asset Management, LLC |
| 2.01% | 1.97% | #13 | $15.9M | 151,015 | $15.9M | 151,015 | 00.00% | Unchanged |
| UBS Group AG |
| <0.01% | <0.01% | #150 | $15.8M | 133,596 | $13.6M | 129,906 | +3,690+2.84% | Add |
| IAM Advisory, LLC |
| 3.05% | 3.17% | #12 | $15.7M | 132,680 | $14.1M | 134,640 | -1,960-1.46% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.04% | 0.04% | #88 | $15.4M | 130,528 | $15.9M | 151,561 | -21,033-13.88% | Reduce |
| Wilkerson Advisory Group LLC |
| 4.22% | 4.01% | #5 | $13.7M | 116,467 | $11.7M | 111,216 | +5,251+4.72% | Add |
| Pathway Financial Advisors LLC |
| 1.59% | 1.57% | #17 | $13.7M | 117,502 | $12.7M | 119,170 | -1,668-1.40% | Reduce |
| Golden State Wealth Management, LLC |
| 1.09% | 1.56% | #19 | $11.9M | 101,086 | $14.3M | 136,245 | -35,159-25.81% | Reduce |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #122 | $11.6M | 98,503 | $9.6M | 91,220 | +7,283+7.98% | Add |
| MB, LEVIS & ASSOCIATES, LLC |
| 3.9% | 3.86% | #6 | $10.6M | 89,650 | $9.2M | 88,035 | +1,615+1.83% | Add |
| Stratos Wealth Advisors, LLC |
| 0.57% | 0.57% | #30 | $10.4M | 88,355 | $9.2M | 87,984 | +371+0.42% | Add |
| MFA Wealth Services |
| 6.01% | 5.8% | #3 | $10.1M | 85,282 | $8.8M | 83,377 | +1,905+2.28% | Add |
| Ruggaard & Associates LLC |
| 3.56% | 3.37% | #8 | $9.9M | 84,069 | $8.5M | 81,038 | +3,031+3.74% | Add |
| Capital Investment Advisors, LLC |
| 0.13% | 0.15% | #58 | $9.7M | 82,295 | $10.4M | 99,109 | -16,814-16.97% | Reduce |
| Networth Advisors, LLC |
| 5.49% | 5.7% | #4 | $9.4M | 80,045 | $8.1M | 76,753 | +3,292+4.29% | Add |
| Cetera Investment Advisers |
| 0.01% | <0.01% | #126 | $8.9M | 75,304 | $2.3M | 21,456 | +53,848+250.97% | Add |
| Ameritas Advisory Services, LLC |
| 0.16% | 0.09% | #52 | $7.9M | 66,618 | $2.3M | 21,471 | +45,147+210.27% | Add |
| Rockefeller Capital Management L.P. |
| 0.01% | 0.01% | #114 | $7.5M | 63,388 | $6.4M | 61,049 | +2,339+3.83% | Add |
| Janney Montgomery Scott LLC |
| 0.01% | 0.02% | #104 | $7.4M | 62,336 | $6.3M | 60,370 | +1,966+3.26% | Add |
| Clarity Asset Management, Inc. |
| 3.58% | 3.18% | #7 | $7.3M | 61,799 | $6.3M | 59,798 | +2,001+3.35% | Add |
| Arkadios Wealth Advisors |
| 0.11% | 0.18% | #63 | $7.3M | 61,656 | $11.1M | 106,142 | -44,486-41.91% | Reduce |
| Weil Company, Inc. |
| 1.22% | 1.31% | #18 | $6.9M | 58,727 | $5.8M | 55,528 | +3,199+5.76% | Add |
| Parcion Private Wealth LLC |
| 0.26% | 0.37% | #41 | $6.9M | 58,509 | $6.0M | 56,735 | +1,774+3.13% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #156 | $6.7M | 56,564 | $9.3M | 88,494 | -31,930-36.08% | Reduce |
| AE Wealth Management LLC |
| 0.03% | 0.03% | #92 | $6.6M | 55,718 | $5.0M | 47,437 | +8,281+17.46% | Add |
| Petros Family Wealth, LLC |
| 3.35% | 3.3% | #11 | $5.5M | 46,461 | $4.6M | 44,091 | +2,370+5.38% | Add |
| Integrated Wealth Concepts LLC |
| 0.02% | 0.02% | #96 | $4.9M | 41,882 | $3.0M | 28,409 | +13,473+47.43% | Add |
| FLAGSHIP HARBOR ADVISORS, LLC |
| 0.18% | 0.19% | #49 | $4.7M | 40,224 | $4.3M | 40,473 | -249-0.62% | Reduce |
| WIN ADVISORS, INC |
| 1.59% | — | #16 | $4.5M | 37,868 | $0 | 0 | +37,868 | New Buy |
| Ashton Thomas Private Wealth, LLC |
| 0.09% | 0.05% | #65 | $4.4M | 37,040 | $2.1M | 20,441 | +16,599+81.20% | Add |
