| RAYMOND JAMES FINANCIAL INC |
| 0.1% | 0.06% | #38 | $359.9M | 10.7M | $204.0M | 6.9M | +3.9M+56.23% | Add |
| Bank of New York Mellon Corp |
| 0.02% | 0.02% | #58 | $150.0M | 4.5M | $130.7M | 4.4M | +72,687+1.65% | Add |
| Principle Wealth Partners LLC |
| 6.72% | 6.73% | #1 | $136.2M | 4.1M | $117.7M | 4.0M | +96,173+2.42% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #76 | $129.8M | 3.9M | $101.8M | 3.4M | +442,605+12.89% | Add |
| LPL Financial LLC |
| 0.03% | 0.01% | #55 | $127.4M | 3.8M | $29.6M | 999,503 | +2.8M+280.64% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.09% | 0.09% | #39 | $74.7M | 2.2M | $65.9M | 2.2M | +9,675+0.44% | Add |
| Mariner, LLC |
| 0.06% | 0.03% | #44 | $57.8M | 1.7M | $28.5M | 960,263 | +764,942+79.66% | Add |
| STIFEL FINANCIAL CORP |
| 0.05% | 0.04% | #51 | $54.4M | 1.6M | $46.8M | 1.6M | +48,253+3.06% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | <0.01% | #72 | $48.8M | 1.5M | $10.4M | 351,677 | +1.1M+314.52% | Add |
| Bleakley Financial Group, LLC |
| 0.51% | 0.16% | #18 | $39.8M | 1.2M | $10.4M | 350,119 | +839,266+239.71% | Add |
| MJP ASSOCIATES INC /ADV |
| 3.97% | 4.04% | #3 | $36.3M | 1.1M | $33.2M | 1.1M | -37,577-3.35% | Reduce |
| Advisor OS, LLC |
| 2.42% | 2.4% | #7 | $36.3M | 1.1M | $33.2M | 1.1M | -36,312-3.24% | Reduce |
| HighTower Advisors, LLC |
| 0.03% | 0.03% | #54 | $30.8M | 920,181 | $25.4M | 857,244 | +62,937+7.34% | Add |
| Integrated Wealth Concepts LLC |
| 0.14% | 0.14% | #34 | $27.7M | 826,583 | $17.4M | 587,570 | +239,013+40.68% | Add |
| TRUIST FINANCIAL CORP |
| 0.03% | 0.01% | #56 | $23.2M | 692,948 | $5.4M | 183,048 | +509,900+278.56% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.04% | <0.01% | #52 | $20.0M | 597,718 | $779,069 | 26,267 | +571,451+2,175.55% | Add |
| OSAIC HOLDINGS, INC. |
| 0.02% | 0.01% | #62 | $18.0M | 537,078 | $8.6M | 291,158 | +245,920+84.46% | Add |
| Private Advisor Group, LLC |
| 0.07% | — | #40 | $15.8M | 471,371 | $0 | 0 | +471,371 | New Buy |
| Steward Partners Investment Advisory, LLC |
| 0.07% | 0.11% | #41 | $12.9M | 385,364 | $21.8M | 736,618 | -351,254-47.68% | Reduce |
| Trivium Point Advisory, LLC |
| 1.09% | 1.01% | #14 | $12.0M | 359,591 | $5.6M | 188,847 | +170,744+90.41% | Add |
| CRUX WEALTH ADVISORS |
| 3.93% | 3.9% | #4 | $11.3M | 338,200 | $10.2M | 342,566 | -4,366-1.27% | Reduce |
| StoneCrest Wealth Management, Inc. |
| 3.14% | 3.75% | #6 | $9.8M | 293,642 | $8.9M | 299,201 | -5,559-1.86% | Reduce |
| JSF Financial, LLC |
| 1.4% | 1.09% | #11 | $8.9M | 264,433 | $5.5M | 186,738 | +77,695+41.61% | Add |
| Ruggaard & Associates LLC |
| 3.17% | 3.11% | #5 | $8.8M | 264,134 | $7.8M | 264,296 | -162-0.06% | Reduce |
| Merit Financial Group, LLC |
| 0.05% | 0.05% | #49 | $8.2M | 244,967 | $7.2M | 244,141 | +826+0.34% | Add |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
| 0.39% | 0.31% | #20 | $8.2M | 244,837 | $6.1M | 204,852 | +39,985+19.52% | Add |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.01% | 0.01% | #71 | $7.5M | 223,107 | $6.4M | 217,341 | +5,766+2.65% | Add |
| FAS Wealth Partners, Inc. |
| 0.37% | 0.34% | #21 | $7.1M | 213,465 | $5.5M | 186,746 | +26,719+14.31% | Add |
| MGO ONE SEVEN LLC |
| 0.11% | 0.12% | #36 | $6.8M | 204,107 | $5.9M | 199,448 | +4,659+2.34% | Add |
| Kestra Advisory Services, LLC |
| 0.02% | 0.01% | #61 | $6.6M | 197,033 | $2.4M | 81,019 | +116,014+143.19% | Add |
| Intentional Wealth Strategies, LLC |
| 5.37% | 6.35% | #2 | $5.7M | 170,948 | $6.8M | 229,887 | -58,939-25.64% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | 0.01% | #77 | $4.7M | 139,896 | $6.3M | 212,528 | -72,632-34.18% | Reduce |
| Maia Wealth LLC |
| 0.7% | 0.64% | #15 | $4.7M | 140,952 | $3.8M | 127,319 | +13,633+10.71% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #74 | $4.6M | 138,609 | $4.1M | 138,091 | +518+0.38% | Add |
| Financial Partners Group, Inc |
| 0.46% | 0.45% | #19 | $4.5M | 134,206 | $3.8M | 127,749 | +6,457+5.05% | Add |
| Equitable Holdings, Inc. |
| 0.02% | — | #59 | $4.0M | 119,876 | $0 | 0 | +119,876 | New Buy |
| Noble Wealth Management PBC |
| 1.75% | 1.37% | #10 | $3.9M | 116,654 | $2.7M | 92,120 | +24,534+26.63% | Add |
| Concurrent Investment Advisors, LLC |
| 0.03% | — | #53 | $3.8M | 114,487 | $0 | 0 | +114,487 | New Buy |
| NewEdge Advisors, LLC |
| 0.01% | <0.01% | #73 | $3.8M | 114,388 | $497,547 | 16,775 | +97,613+581.90% | Add |
| &PARTNERS |
| 0.02% | 0.01% | #68 | $3.8M | 112,665 | $2.8M | 93,395 | +19,270+20.63% | Add |
| American Alpha Advisors, LLC |
| 1.89% | 1.28% | #9 | $3.5M | 104,319 | $2.4M | 81,046 | +23,273+28.72% | Add |
| Next Level Private LLC |
| 0.63% | 0.55% | #17 | $3.2M | 96,305 | $2.4M | 82,305 | +14,000+17.01% | Add |
| Sugar Maple Asset Management, LLC |
| 2.02% | 1.39% | #8 | $3.1M | 93,788 | $2.3M | 76,942 | +16,846+21.89% | Add |
| Sanctuary Advisors, LLC |
| 0.01% | 0.01% | #69 | $3.1M | 93,336 | $2.7M | 91,369 | +1,967+2.15% | Add |
| IFP Advisors, Inc |
| 0.06% | 0.05% | #47 | $3.1M | 91,873 | $2.4M | 82,241 | +9,632+11.71% | Add |
| GGM Financial LLC |
| 1.15% | 0.89% | #12 | $3.0M | 90,191 | $1.9M | 65,288 | +24,903+38.14% | Add |
| PARK AVENUE SECURITIES LLC |
| 0.02% | 0.02% | #66 | $2.6M | 78,210 | $2.0M | 69,082 | +9,128+13.21% | Add |
| SMITH, MOORE & CO. |
| 0.14% | 0.14% | #33 | $2.1M | 64,012 | $1.9M | 64,038 | -26-0.04% | Reduce |
| OPPENHEIMER & CO INC |
| 0.02% | 0.02% | #64 | $1.7M | 52,052 | $1.3M | 44,255 | +7,797+17.62% | Add |
| Copper Harbor Investment Advisors, LLC |
| 0.36% | — | #23 | $1.7M | 50,657 | $0 | 0 | +50,657 | New Buy |
