| NorthStar Asset Management LLC /NJ/ |
| 38.52% | 1.07% | #1 | $214.2M | 2.2M | $2.2M | 2.2M | +2+0.00% | Add |
| Rockefeller Capital Management L.P. |
| 0.09% | 0.09% | #139 | $59.7M | 611,739 | $49.3M | 556,687 | +55,052+9.89% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #305 | $24.1M | 247,088 | $27.6M | 311,488 | -64,400-20.67% | Reduce |
| ASSETMARK, INC |
| 0.04% | 0.04% | #195 | $24.0M | 245,482 | $21.7M | 244,856 | +626+0.26% | Add |
| JIM SAULNIER & ASSOCIATES, LLC |
| 9.59% | 9.01% | #2 | $23.8M | 244,296 | $18.5M | 209,260 | +35,036+16.74% | Add |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 0.2% | 0.19% | #81 | $19.7M | 202,154 | $15.6M | 176,150 | +26,004+14.76% | Add |
| Ellenbecker Investment Group |
| 2.76% | 2.58% | #4 | $19.1M | 216,273 | $19.1M | 216,273 | 00.00% | Unchanged |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #336 | $18.0M | 184,629 | $17.2M | 194,664 | -10,035-5.16% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.03% | 0.03% | #208 | $15.1M | 154,203 | $13.3M | 150,170 | +4,033+2.69% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #377 | $14.5M | 148,997 | $11.2M | 126,737 | +22,260+17.56% | Add |
| Waverly Advisors, LLC |
| 0.08% | 0.09% | #144 | $14.2M | 145,444 | $12.3M | 138,998 | +6,446+4.64% | Add |
| Mesirow Financial Investment Management, Inc. |
| 0.22% | 0.22% | #76 | $13.9M | 141,970 | $13.5M | 152,290 | -10,320-6.78% | Reduce |
| LBMC INVESTMENT ADVISORS, LLC |
| 0.66% | 0.68% | #22 | $12.2M | 125,330 | $11.2M | 126,421 | -1,091-0.86% | Reduce |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.02% | 0.02% | #248 | $10.9M | 111,352 | $9.4M | 106,172 | +5,180+4.88% | Add |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.12% | 0.11% | #121 | $10.6M | 108,771 | $8.5M | 96,306 | +12,465+12.94% | Add |
| PATTON ALBERTSON MILLER GROUP, LLC |
| 1.05% | 1.18% | #13 | $10.5M | 107,843 | $9.9M | 112,097 | -4,254-3.79% | Reduce |
| Hopwood Nicholas Hunter |
| 2.77% | — | #3 | $10.1M | 103,374 | $0 | 0 | +103,374 | New Buy |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #381 | $10.0M | 102,669 | $9.5M | 107,144 | -4,475-4.18% | Reduce |
| Western Wealth Management, LLC |
| 0.29% | 0.29% | #58 | $8.8M | 90,624 | $7.5M | 85,035 | +5,589+6.57% | Add |
| Prosperity Consulting Group, LLC |
| 0.32% | 0.33% | #46 | $8.4M | 85,630 | $7.3M | 82,575 | +3,055+3.70% | Add |
| CX Institutional |
| 0.23% | 0.07% | #72 | $8.1M | 82,700 | $2.4M | 27,477 | +55,223+200.98% | Add |
| Consilium Wealth Advisory, LLC |
| 2.37% | 2.12% | #6 | $8.0M | 81,761 | $6.2M | 70,340 | +11,421+16.24% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #279 | $7.7M | 79,097 | $6.6M | 74,814 | +4,283+5.72% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #288 | $7.3M | 74,652 | $4.9M | 55,434 | +19,218+34.67% | Add |
| Legacy Financial Group LLC |
| 0.8% | 0.83% | #17 | $7.1M | 72,975 | $6.6M | 74,362 | -1,387-1.87% | Reduce |
| HARBOUR INVESTMENTS, INC. |
| 0.09% | 0.1% | #137 | $6.9M | 70,456 | $6.2M | 69,573 | +883+1.27% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #366 | $6.8M | 70,134 | $6.1M | 68,745 | +1,389+2.02% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #395 | $6.6M | 67,537 | $5.1M | 59,700 | +7,837+13.13% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #349 | $6.2M | 63,301 | $6.4M | 71,786 | -8,485-11.82% | Reduce |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #303 | $6.1M | 62,920 | $5.5M | 61,971 | +949+1.53% | Add |
| Clearstead Advisors, LLC |
| 0.06% | 0.05% | #175 | $6.0M | 61,477 | $5.4M | 61,562 | -85-0.14% | Reduce |
| Weaver Consulting Group |
| 1.23% | 1.14% | #11 | $6.0M | 61,364 | $4.8M | 54,280 | +7,084+13.05% | Add |
| Strategic Blueprint, LLC |
| 0.29% | 0.24% | #57 | $5.8M | 59,641 | $4.1M | 46,379 | +13,262+28.59% | Add |
| WEALTH ALLIANCE, LLC |
| 0.49% | 0.53% | #31 | $5.8M | 59,396 | $5.3M | 60,211 | -815-1.35% | Reduce |
| UNIQUE WEALTH, LLC |
| 0.66% | 0.77% | #23 | $5.6M | 57,776 | $5.6M | 62,888 | -5,112-8.13% | Reduce |
| Kestra Advisory Services, LLC |
| 0.02% | 0.02% | #247 | $5.3M | 54,499 | $4.9M | 54,835 | -336-0.61% | Reduce |
| GeoWealth Management, LLC |
| 0.16% | 0.19% | #99 | $5.0M | 51,728 | $5.3M | 59,909 | -8,181-13.66% | Reduce |
| Legacy Wealth Partners, LLC |
| 1.12% | 1.11% | #12 | $5.0M | 50,825 | $4.4M | 50,120 | +705+1.41% | Add |
| Fort Henry Capital, LLC |
| 2.69% | 2.64% | #5 | $4.9M | 50,005 | $4.4M | 49,327 | +678+1.37% | Add |
| HANOVER ADVISORS INC |
| 1.75% | 1.03% | #7 | $4.9M | 49,732 | $2.5M | 28,659 | +21,073+73.53% | Add |
| Farther Finance Advisors, LLC |
| 0.04% | 0.04% | #205 | $4.7M | 48,481 | $4.3M | 48,523 | -42-0.09% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #385 | $4.6M | 47,074 | $4.1M | 45,990 | +1,084+2.36% | Add |
| SteelPeak Wealth, LLC |
| 0.12% | 0.12% | #120 | $4.5M | 46,498 | $4.0M | 44,938 | +1,560+3.47% | Add |
| RITHOLTZ WEALTH MANAGEMENT |
| 0.06% | 0.07% | #170 | $4.1M | 41,696 | $3.8M | 42,858 | -1,162-2.71% | Reduce |
| Mutual Advisors, LLC |
| 0.08% | 0.08% | #153 | $4.0M | 40,943 | $3.5M | 40,009 | +934+2.33% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #394 | $3.9M | 40,400 | $1.0M | 11,801 | +28,599+242.34% | Add |
| Redhawk Wealth Advisors, Inc. |
| 0.39% | 0.33% | #39 | $3.9M | 40,336 | $3.0M | 33,389 | +6,947+20.81% | Add |
| Westmount Partners, LLC |
| 0.81% | 0.81% | #16 | $3.7M | 38,147 | $3.3M | 37,232 | +915+2.46% | Add |
| NewEdge Advisors, LLC |
| 0.01% | 0.01% | #275 | $3.6M | 36,886 | $3.5M | 39,422 | -2,536-6.43% | Reduce |
| Wealth Forward, LLC |
| 1.7% | 1.39% | #8 | $3.4M | 35,042 | $2.5M | 27,855 | +7,187+25.80% | Add |
