| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #108 | $160.8M | 6.6M | $149.8M | 6.2M | +389,924+6.27% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #133 | $93.4M | 3.8M | $63.2M | 2.6M | +1.2M+47.38% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.03% | <0.01% | #83 | $81.3M | 3.3M | $6.9M | 286,239 | +3.0M+1,063.40% | Add |
| Meeder Advisory Services, Inc. |
| 2.72% | 2.97% | #5 | $74.3M | 3.1M | $71.0M | 2.9M | +105,528+3.58% | Add |
| Schneider Downs Wealth Management Advisors, LP |
| 6.09% | 6.86% | #1 | $64.8M | 2.7M | $62.2M | 2.6M | +80,408+3.12% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.02% | 0.02% | #97 | $58.6M | 2.4M | $51.1M | 2.1M | +289,907+13.68% | Add |
| Cetera Investment Advisers |
| 0.05% | 0.05% | #72 | $55.5M | 2.3M | $49.5M | 2.1M | +225,475+10.98% | Add |
| UBS Group AG |
| 0.01% | 0.01% | #124 | $52.9M | 2.2M | $50.1M | 2.1M | +93,806+4.51% | Add |
| IAG Wealth Partners, LLC |
| 4.74% | 5.13% | #2 | $47.9M | 2.0M | $45.9M | 1.9M | +62,028+3.26% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #111 | $44.8M | 1.8M | $52.8M | 2.2M | -350,417-16.01% | Reduce |
| Midwest Trust Co |
| 0.38% | 0.38% | #30 | $33.9M | 1.4M | $30.4M | 1.3M | +132,255+10.49% | Add |
| Mariner, LLC |
| 0.03% | 0.03% | #85 | $29.0M | 1.2M | $29.2M | 1.2M | -20,847-1.72% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #129 | $23.9M | 983,337 | $21.5M | 891,945 | +91,392+10.25% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #141 | $17.8M | 729,308 | $17.2M | 712,696 | +16,612+2.33% | Add |
| Lebenthal Global Advisors, LLC |
| 2.18% | 2.45% | #7 | $16.2M | 663,814 | $16.9M | 699,548 | -35,734-5.11% | Reduce |
| FLPUTNAM INVESTMENT MANAGEMENT CO |
| 0.19% | 0.18% | #39 | $15.9M | 652,258 | $12.1M | 503,000 | +149,258+29.67% | Add |
| Pallas Capital Advisors LLC |
| 0.46% | 0.53% | #26 | $15.0M | 617,698 | $14.0M | 582,715 | +34,983+6.00% | Add |
| Orion Porfolio Solutions, LLC |
| 0.11% | 0.12% | #54 | $14.5M | 596,221 | $14.4M | 598,097 | -1,876-0.31% | Reduce |
| Waverly Advisors, LLC |
| 0.08% | — | #61 | $14.0M | 573,580 | $0 | 0 | +573,580 | New Buy |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC |
| 1.66% | 2.07% | #11 | $12.7M | 520,097 | $13.4M | 557,697 | -37,600-6.74% | Reduce |
| CONDOR CAPITAL MANAGEMENT |
| 0.94% | 1.02% | #18 | $12.5M | 514,726 | $12.2M | 506,262 | +8,464+1.67% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.2% | 0.19% | #37 | $12.4M | 507,293 | $10.5M | 434,550 | +72,743+16.74% | Add |
| CFO4Life Group, LLC |
| 1.66% | 1.83% | #10 | $12.3M | 505,504 | $12.0M | 498,899 | +6,605+1.32% | Add |
| INVENIO WEALTH PARTNERS LLC |
| 4.02% | 3.92% | #3 | $11.2M | 461,315 | $9.9M | 410,043 | +51,272+12.50% | Add |
| MassMutual Private Wealth & Trust, FSB |
| 0.29% | 0.29% | #32 | $11.2M | 459,502 | $10.7M | 445,536 | +13,966+3.13% | Add |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #116 | $10.7M | 440,047 | $8.6M | 356,185 | +83,862+23.54% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #101 | $10.6M | 433,968 | $9.0M | 371,510 | +62,458+16.81% | Add |
| Hudock, Inc. |
| 1.29% | 1.46% | #14 | $10.1M | 413,499 | $9.9M | 412,549 | +950+0.23% | Add |
| VICUS CAPITAL |
| 0.62% | 0.67% | #23 | $9.5M | 391,315 | $9.2M | 379,865 | +11,450+3.01% | Add |
| Summit Financial, LLC |
| 0.1% | 0.13% | #57 | $9.5M | 388,794 | $9.8M | 406,157 | -17,363-4.27% | Reduce |
| Concurrent Investment Advisors, LLC |
| 0.07% | — | #62 | $8.7M | 358,065 | $0 | 0 | +358,065 | New Buy |
| AXXCESS WEALTH MANAGEMENT, LLC |
| 0.13% | — | #49 | $8.4M | 346,856 | $0 | 0 | +346,856 | New Buy |
| Dynamic Advisor Solutions LLC |
| 0.24% | 0.27% | #35 | $8.4M | 345,958 | $8.5M | 353,375 | -7,417-2.10% | Reduce |
| TRUIST FINANCIAL CORP |
| 0.01% | 0.01% | #114 | $7.8M | 319,484 | $7.3M | 302,466 | +17,018+5.63% | Add |
| Elyxium Wealth, LLC |
| 0.79% | 1.99% | #19 | $7.5M | 308,739 | $6.2M | 256,868 | +51,871+20.19% | Add |
| Main Street Financial Solutions, LLC |
| 0.45% | — | #27 | $7.3M | 300,275 | $0 | 0 | +300,275 | New Buy |
| GGM Financial LLC |
| 2.64% | 2.75% | #6 | $7.0M | 286,032 | $6.0M | 248,098 | +37,934+15.29% | Add |
| Darwin Wealth Management, LLC |
| 1.88% | 2.03% | #9 | $6.9M | 282,152 | $6.5M | 270,300 | +11,852+4.38% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | 0.01% | #105 | $6.7M | 275,944 | $5.7M | 233,687 | +42,257+18.08% | Add |
| Clear Trail Advisors, LLC |
| 0.95% | 0.8% | #17 | $6.2M | 256,024 | $4.8M | 198,526 | +57,498+28.96% | Add |
| Prestige Wealth Management Group LLC |
| 1.1% | 1.15% | #15 | $6.0M | 247,572 | $5.8M | 241,710 | +5,862+2.43% | Add |
| Avior Wealth Management, LLC |
| 0.17% | 0.17% | #41 | $5.8M | 242,530 | $5.8M | 242,530 | 00.00% | Unchanged |
| Sanctuary Advisors, LLC |
| 0.02% | 0.03% | #89 | $5.0M | 206,229 | $6.4M | 265,827 | -59,598-22.42% | Reduce |
| Bank of New York Mellon Corp |
| <0.01% | <0.01% | #153 | $5.0M | 203,471 | $6.6M | 273,476 | -70,005-25.60% | Reduce |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #134 | $4.7M | 191,882 | $4.0M | 167,341 | +24,541+14.67% | Add |
| 46 Peaks LLC |
| 2.82% | 3.22% | #4 | $4.5M | 183,900 | $4.4M | 183,500 | +400+0.22% | Add |
| Smallwood Wealth Investment Management, LLC |
| 1.94% | 2.09% | #8 | $4.4M | 182,366 | $4.0M | 164,809 | +17,557+10.65% | Add |
| Focus Partners Advisor Solutions, LLC |
| 0.03% | 0.05% | #82 | $4.1M | 167,930 | $4.6M | 189,055 | -21,125-11.17% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #132 | $4.0M | 164,655 | $4.1M | 171,325 | -6,670-3.89% | Reduce |
| Avantax Planning Partners, Inc. |
| 0.1% | 0.11% | #58 | $4.0M | 162,453 | $4.1M | 168,469 | -6,016-3.57% | Reduce |
