| LPL Financial LLC |
| 0.04% | 0.04% | #40 | $181.6M | 6.3M | $140.3M | 4.9M | +1.4M+28.98% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.01% | 0.01% | #66 | $77.2M | 2.7M | $65.4M | 2.3M | +399,926+17.58% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.02% | 0.02% | #55 | $73.1M | 2.5M | $67.5M | 2.3M | +183,256+7.80% | Add |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #86 | $50.8M | 1.8M | $44.8M | 1.6M | +202,834+13.02% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.01% | 0.01% | #76 | $50.1M | 1.7M | $46.9M | 1.6M | +103,700+6.36% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #101 | $45.4M | 1.6M | $3.0M | 108,882 | +1.5M+1,345.26% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #99 | $41.9M | 1.5M | $38.6M | 1.3M | +110,596+8.24% | Add |
| Summit Investment Advisory Services, LLC |
| 8.01% | 10.7% | #1 | $31.9M | 1.1M | $28.8M | 1.0M | +103,576+10.34% | Add |
| Larson Financial Group LLC |
| 0.81% | 0.73% | #7 | $31.0M | 1.1M | $22.9M | 795,484 | +279,000+35.07% | Add |
| Cetera Investment Advisers |
| 0.02% | 0.02% | #56 | $20.9M | 723,833 | $17.9M | 621,105 | +102,728+16.54% | Add |
| OSAIC HOLDINGS, INC. |
| 0.02% | 0.02% | #53 | $18.4M | 639,048 | $16.7M | 580,223 | +58,825+10.14% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.03% | 0.04% | #43 | $18.2M | 625,441 | $18.0M | 626,845 | -1,404-0.22% | Reduce |
| Next Level Private LLC |
| 2.48% | 2.57% | #3 | $12.7M | 439,360 | $11.4M | 395,468 | +43,892+11.10% | Add |
| Sowell Financial Services LLC |
| 0.4% | 0.42% | #14 | $12.3M | 425,647 | $11.3M | 394,534 | +31,113+7.89% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.15% | 0.05% | #23 | $11.3M | 392,293 | $3.5M | 120,381 | +271,912+225.88% | Add |
| Base Wealth Management LLC |
| 4.78% | 5.14% | #2 | $10.3M | 356,455 | $9.2M | 319,318 | +37,137+11.63% | Add |
| Equitable Holdings, Inc. |
| 0.06% | 0.06% | #34 | $9.3M | 322,675 | $9.3M | 327,590 | -4,915-1.50% | Reduce |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #84 | $9.2M | 319,480 | $7.5M | 260,915 | +58,565+22.45% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #96 | $8.9M | 305,934 | $8.2M | 286,714 | +19,220+6.70% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #75 | $8.2M | 285,802 | $7.1M | 246,884 | +38,918+15.76% | Add |
| Janney Montgomery Scott LLC |
| 0.01% | 0.01% | #74 | $5.4M | 187,796 | $3.5M | 121,730 | +66,066+54.27% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.03% | 0.03% | #47 | $5.2M | 181,408 | $4.9M | 170,637 | +10,771+6.31% | Add |
| Bank of New York Mellon Corp |
| <0.01% | <0.01% | #105 | $4.9M | 171,518 | $3.9M | 134,167 | +37,351+27.84% | Add |
| D.A. DAVIDSON & CO. |
| 0.03% | 0.03% | #48 | $4.8M | 165,320 | $4.4M | 153,075 | +12,245+8.00% | Add |
| Intrua Financial, LLC |
| 0.42% | 0.4% | #13 | $4.6M | 160,362 | $3.9M | 135,591 | +24,771+18.27% | Add |
| DAVENPORT & Co LLC |
| 0.02% | 0.02% | #52 | $4.6M | 157,925 | $4.2M | 144,519 | +13,406+9.28% | Add |
| SMITH, MOORE & CO. |
| 0.26% | 0.3% | #18 | $4.0M | 139,230 | $4.1M | 143,872 | -4,642-3.23% | Reduce |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #65 | $4.0M | 138,194 | $3.2M | 110,776 | +27,418+24.75% | Add |
| Lido Advisors, LLC |
| 0.01% | 0.01% | #73 | $3.9M | 133,379 | $3.9M | 135,738 | -2,359-1.74% | Reduce |
| Tulsa Wealth Advisors, INC |
| 0.54% | 0.71% | #12 | $3.8M | 132,531 | $4.1M | 141,044 | -8,513-6.04% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #79 | $3.8M | 132,340 | $3.4M | 116,581 | +15,759+13.52% | Add |
| KENNEDY INVESTMENT GROUP, INC. |
| 1.18% | 1.25% | #5 | $3.5M | 120,396 | $3.2M | 111,358 | +9,038+8.12% | Add |
| NewEdge Advisors, LLC |
| 0.01% | 0.01% | #77 | $3.4M | 116,926 | $3.4M | 117,043 | -117-0.10% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #106 | $3.2M | 111,839 | $2.2M | 75,945 | +35,894+47.26% | Add |
| RICHARDS, MERRILL & PETERSON, INC. |
| 1.01% | 0.77% | #6 | $3.2M | 110,145 | $2.1M | 72,745 | +37,400+51.41% | Add |
| Private Advisor Group, LLC |
| 0.01% | 0.01% | #64 | $2.9M | 99,935 | $1.4M | 50,381 | +49,554+98.36% | Add |
| LVZ, Inc. |
| 0.28% | 0.31% | #17 | $2.8M | 95,599 | $2.7M | 93,303 | +2,296+2.46% | Add |
| Pinnacle Financial Group, LLC / IL |
| 0.62% | 0.53% | #9 | $2.5M | 87,828 | $1.9M | 67,805 | +20,023+29.53% | Add |
| BENJAMIN EDWARDS INC |
| 0.02% | 0.02% | #50 | $2.5M | 86,837 | $2.1M | 74,111 | +12,726+17.17% | Add |
| Spartan Wealth Advisory Services LLC |
| 0.17% | 0.16% | #22 | $2.0M | 70,700 | $1.8M | 62,450 | +8,250+13.21% | Add |
| Gateway Wealth Partners, LLC |
| 0.12% | 0.14% | #25 | $2.0M | 69,694 | $3.6M | 123,624 | -53,930-43.62% | Reduce |
| Advisory Services Network, LLC |
| 0.02% | 0.02% | #51 | $2.0M | 69,498 | $1.8M | 62,326 | +7,172+11.51% | Add |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
| 0.09% | 0.09% | #28 | $1.8M | 63,623 | $1.7M | 60,651 | +2,972+4.90% | Add |
| Brookstone Capital Management |
| 0.02% | 0.02% | #57 | $1.8M | 62,293 | $1.7M | 60,194 | +2,099+3.49% | Add |
| Arkadios Wealth Advisors |
| 0.03% | 0.03% | #46 | $1.8M | 62,192 | $1.7M | 60,094 | +2,098+3.49% | Add |
| Capital Analysts, LLC |
| 0.04% | 0.02% | #41 | $1.8M | 61,064 | $867,000 | 30,933 | +30,131+97.41% | Add |
| Sanctuary Advisors, LLC |
| 0.01% | 0.01% | #83 | $1.7M | 58,719 | $1.7M | 58,344 | +375+0.64% | Add |
| HBW ADVISORY SERVICES LLC |
| 0.14% | 0.14% | #24 | $1.5M | 51,684 | $1.3M | 45,853 | +5,831+12.72% | Add |
| World Investment Advisors |
| 0.02% | 0.01% | #49 | $1.5M | 51,403 | $691,990 | 24,069 | +27,334+113.57% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #112 | $1.2M | 42,856 | $591,963 | 20,590 | +22,266+108.14% | Add |
