| LPL Financial LLC |
| 0.08% | 0.08% | #75 | $348.0M | 8.9M | $301.0M | 8.5M | +339,818+3.99% | Add |
| Cetera Investment Advisers |
| 0.07% | 0.06% | #80 | $72.3M | 1.8M | $57.4M | 1.6M | +214,433+13.18% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #135 | $57.0M | 1.5M | $40.7M | 1.2M | +298,270+25.89% | Add |
| Stratos Wealth Partners, LTD. |
| 0.55% | 0.13% | #33 | $54.2M | 1.4M | $11.7M | 332,272 | +1.0M+315.31% | Add |
| OSAIC HOLDINGS, INC. |
| 0.05% | 0.05% | #88 | $42.8M | 1.1M | $33.3M | 943,085 | +147,001+15.59% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.01% | <0.01% | #153 | $40.5M | 1.0M | $20.3M | 574,853 | +457,674+79.62% | Add |
| NewEdge Advisors, LLC |
| 0.1% | 0.11% | #65 | $34.8M | 884,967 | $29.3M | 830,234 | +54,733+6.59% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.04% | 0.03% | #101 | $29.9M | 761,526 | $22.8M | 646,336 | +115,190+17.82% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #148 | $28.2M | 718,291 | $22.5M | 637,315 | +80,976+12.71% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.05% | 0.04% | #89 | $24.6M | 627,075 | $15.4M | 435,945 | +191,130+43.84% | Add |
| Centennial Wealth Advisory LLC |
| 4.95% | 4.42% | #3 | $22.9M | 584,188 | $18.2M | 516,655 | +67,533+13.07% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #163 | $21.1M | 538,560 | $19.0M | 537,124 | +1,436+0.27% | Add |
| Integrated Wealth Concepts LLC |
| 0.1% | 0.08% | #67 | $19.9M | 507,128 | $10.5M | 297,608 | +209,520+70.40% | Add |
| Private Advisor Group, LLC |
| 0.09% | 0.03% | #71 | $19.1M | 485,448 | $7.3M | 208,047 | +277,401+133.34% | Add |
| Equitable Holdings, Inc. |
| 0.1% | 0.1% | #66 | $16.4M | 417,888 | $14.9M | 415,783 | +2,105+0.51% | Add |
| Valtinson Bruner Financial Planning LLC |
| 3.99% | 3.79% | #5 | $15.9M | 405,747 | $13.8M | 390,643 | +15,104+3.87% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.2% | 0.21% | #47 | $15.2M | 386,233 | $13.3M | 377,718 | +8,515+2.25% | Add |
| Sequent Planning LLC |
| 2.74% | — | #9 | $12.9M | 327,898 | $0 | 0 | +327,898 | New Buy |
| TRUIST FINANCIAL CORP |
| 0.01% | <0.01% | #134 | $12.2M | 311,233 | $3.5M | 99,587 | +211,646+212.52% | Add |
| IMG Wealth Management, Inc. |
| 6.51% | 6.47% | #1 | $11.7M | 297,371 | $10.2M | 287,580 | +9,791+3.40% | Add |
| Kestra Advisory Services, LLC |
| 0.04% | 0.03% | #104 | $11.0M | 281,056 | $9.2M | 259,711 | +21,345+8.22% | Add |
| Seros Financial, LLC |
| 5.67% | 6.12% | #2 | $10.9M | 277,068 | $9.6M | 272,124 | +4,944+1.82% | Add |
| FLAGSHIP HARBOR ADVISORS, LLC |
| 0.35% | 0.28% | #34 | $9.2M | 234,840 | $6.4M | 181,361 | +53,479+29.49% | Add |
| Geneos Wealth Management Inc. |
| 0.19% | 0.19% | #51 | $9.1M | 231,736 | $8.0M | 227,297 | +4,439+1.95% | Add |
| Macro Advisors, Inc. |
| 2.69% | 0.52% | #10 | $8.4M | 214,906 | $1.3M | 35,445 | +179,461+506.31% | Add |
| Gladstone Institutional Advisory LLC |
| 0.24% | 0.26% | #42 | $7.7M | 195,474 | $6.9M | 195,690 | -216-0.11% | Reduce |
| RiverTree Advisors, LLC |
| 4.26% | 4.22% | #4 | $7.2M | 183,487 | $6.7M | 188,585 | -5,098-2.70% | Reduce |
| Legacy Wealth Managment, LLC/ID |
| 2.76% | 2.83% | #8 | $6.7M | 170,386 | $5.7M | 161,426 | +8,960+5.55% | Add |
| IAMS WEALTH MANAGEMENT, LLC |
| 1.98% | 1.84% | #13 | $6.6M | 167,711 | $5.3M | 149,275 | +18,436+12.35% | Add |
| Prism Advisors, Inc. |
| 1.54% | 1.57% | #17 | $6.3M | 161,091 | $5.9M | 166,188 | -5,097-3.07% | Reduce |
| MPWM ADVISORY SOLUTIONS, LLC |
| 2.78% | 2.73% | #7 | $6.2M | 158,667 | $5.1M | 145,752 | +12,915+8.86% | Add |
| Accel Wealth Management |
| 1.38% | 0.73% | #18 | $6.1M | 156,414 | $2.8M | 79,448 | +76,966+96.88% | Add |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| 0.27% | 0.31% | #39 | $5.6M | 143,587 | $5.1M | 143,445 | +142+0.10% | Add |
| Triton Wealth Management, PLLC |
| 1.62% | 1.15% | #15 | $5.3M | 136,111 | $3.1M | 87,432 | +48,679+55.68% | Add |
| Atria Investments, Inc |
| 0.05% | 0.05% | #90 | $5.0M | 126,537 | $4.5M | 127,969 | -1,432-1.12% | Reduce |
| Gallagher Fiduciary Advisors, LLC |
| 0.14% | 0.06% | #60 | $4.9M | 123,612 | $4.4M | 125,306 | -1,694-1.35% | Reduce |
| Janney Montgomery Scott LLC |
| 0.01% | 0.01% | #146 | $4.7M | 119,384 | $2.7M | 76,895 | +42,489+55.26% | Add |
| WORLD EQUITY GROUP, INC. |
| 1.01% | 1.05% | #25 | $4.5M | 114,741 | $4.1M | 114,910 | -169-0.15% | Reduce |
| Pitti Group Wealth Management, LLC |
| 3.18% | 3.18% | #6 | $4.4M | 111,014 | $3.9M | 110,923 | +91+0.08% | Add |
| Aptus Capital Advisors, LLC |
| 0.03% | 0.03% | #109 | $4.3M | 110,511 | $4.2M | 118,131 | -7,620-6.45% | Reduce |
| Financial Guidance Group, Inc. |
| 1.61% | 1.67% | #16 | $4.3M | 109,791 | $4.1M | 117,411 | -7,620-6.49% | Reduce |
| TWIN PEAKS WEALTH ADVISORS, LLC |
| 0.86% | 0.92% | #29 | $3.8M | 96,498 | $3.7M | 103,806 | -7,308-7.04% | Reduce |
| Keystone Wealth Services, LLC |
| 0.64% | 0.36% | #32 | $3.4M | 87,497 | $1.7M | 47,696 | +39,801+83.45% | Add |
| Advisory Services Network, LLC |
| 0.04% | 0.04% | #99 | $3.4M | 86,171 | $3.0M | 83,728 | +2,443+2.92% | Add |
| Kovack Advisors, Inc. |
| 0.16% | 0.15% | #56 | $3.3M | 84,665 | $2.9M | 81,570 | +3,095+3.79% | Add |
| Golden State Wealth Management, LLC |
| 0.3% | 0.33% | #37 | $3.3M | 83,964 | $3.0M | 84,983 | -1,019-1.20% | Reduce |
| Goldenstone Wealth Management LLC |
| 2.08% | 2.24% | #11 | $3.2M | 81,056 | $3.1M | 86,997 | -5,941-6.83% | Reduce |
| Sanctuary Advisors, LLC |
| 0.01% | 0.02% | #132 | $3.2M | 80,972 | $2.9M | 81,736 | -764-0.93% | Reduce |
| BLUEDOOR PRIVATE WEALTH, LLC |
| 1.33% | 1.03% | #20 | $3.2M | 80,368 | $2.2M | 62,680 | +17,688+28.22% | Add |
| Wealthcare Advisory Partners LLC |
| 0.06% | 0.05% | #83 | $3.1M | 79,994 | $2.7M | 76,322 | +3,672+4.81% | Add |
