| AE Wealth Management LLC |
| 1.26% | 1.47% | #31 | $270.3M | 6.5M | $271.5M | 6.5M | -7,204-0.11% | Reduce |
| MORGAN STANLEY |
| 0.01% | <0.01% | #137 | $116.1M | 2.8M | $56.2M | 1.3M | +1.5M+109.87% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.02% | 0.02% | #114 | $85.6M | 2.1M | $78.1M | 1.9M | +186,420+9.92% | Add |
| AMERICAN CENTURY COMPANIES INC |
| 0.03% | 0.02% | #106 | $65.0M | 1.6M | $32.5M | 781,349 | +789,074+100.99% | Add |
| Verus Financial Partners, Inc. |
| 5.51% | 5.73% | #9 | $64.4M | 1.6M | $63.8M | 1.5M | +24,116+1.57% | Add |
| Janney Montgomery Scott LLC |
| 0.12% | 0.14% | #76 | $60.2M | 1.5M | $56.6M | 1.4M | +90,910+6.67% | Add |
| Simplicity Wealth,LLC |
| 1.79% | 2.85% | #27 | $53.2M | 1.3M | $50.4M | 1.2M | +71,486+5.90% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.75% | 0.73% | #39 | $47.7M | 1.2M | $40.4M | 972,985 | +178,141+18.31% | Add |
| REGATTA CAPITAL GROUP, LLC |
| 4.82% | 5.03% | #14 | $35.8M | 865,475 | $33.2M | 799,615 | +65,860+8.24% | Add |
| BCR Wealth Strategies, LLC |
| 9.93% | 10.07% | #2 | $35.4M | 853,777 | $32.1M | 773,308 | +80,469+10.41% | Add |
| Echo Wealth Management, LLC |
| 17.51% | 18.54% | #1 | $34.3M | 828,460 | $32.2M | 775,059 | +53,401+6.89% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #131 | $33.6M | 811,747 | $41.4M | 996,640 | -184,893-18.55% | Reduce |
| Pacific Life Fund Advisors LLC |
| 3.43% | 3.37% | #16 | $31.2M | 754,164 | $29.3M | 705,542 | +48,622+6.89% | Add |
| PARK AVENUE SECURITIES LLC |
| 0.18% | 0.21% | #68 | $29.3M | 708,154 | $26.3M | 634,134 | +74,020+11.67% | Add |
| Allegiance Financial Group Advisory Services LLC |
| 4.9% | 4.91% | #12 | $28.3M | 683,919 | $24.7M | 593,902 | +90,017+15.16% | Add |
| Hill Investment Group Partners, LLC |
| 2.82% | 3.4% | #20 | $27.6M | 667,155 | $30.8M | 741,653 | -74,498-10.04% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #133 | $27.0M | 651,414 | $21.2M | 509,320 | +142,094+27.90% | Add |
| Highland Financial Advisors, LLC |
| 5.42% | 6.2% | #10 | $24.6M | 594,740 | $23.5M | 564,832 | +29,908+5.30% | Add |
| Centennial Wealth Advisory LLC |
| 4.95% | 5.56% | #11 | $22.9M | 553,222 | $23.0M | 552,565 | +657+0.12% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #146 | $21.8M | 526,744 | $21.1M | 508,741 | +18,003+3.54% | Add |
| AXXCESS WEALTH MANAGEMENT, LLC |
| 0.35% | — | #58 | $21.8M | 526,067 | $0 | 0 | +526,067 | New Buy |
| Creative Planning |
| 0.01% | 0.01% | #121 | $21.6M | 521,414 | $20.4M | 490,317 | +31,097+6.34% | Add |
| LexAurum Advisors, LLC |
| 2.46% | 2.68% | #22 | $21.3M | 514,015 | $20.7M | 497,767 | +16,248+3.26% | Add |
| Garrett Wealth Advisory Group, LLC |
| 3.17% | — | #18 | $20.6M | 497,752 | $0 | 0 | +497,752 | New Buy |
| TRUIST FINANCIAL CORP |
| 0.02% | 0.02% | #112 | $17.3M | 417,865 | $16.9M | 405,967 | +11,898+2.93% | Add |
| CONTINUUM WEALTH ADVISORS, LLC |
| 5.78% | — | #8 | $17.1M | 413,351 | $0 | 0 | +413,351 | New Buy |
| Allodium Investment Consultants, LLC |
| 6.74% | 7.02% | #7 | $15.9M | 383,166 | $14.7M | 353,037 | +30,129+8.53% | Add |
| Align Financial, LLC |
| 7.55% | 7.82% | #4 | $15.0M | 363,191 | $13.8M | 331,091 | +32,100+9.70% | Add |
| Cresset Asset Management, LLC |
| 0.05% | 0.05% | #94 | $14.4M | 347,406 | $10.8M | 260,667 | +86,739+33.28% | Add |
| Networth Advisors, LLC |
| 7.31% | 7.8% | #5 | $12.6M | 303,799 | $11.0M | 265,689 | +38,110+14.34% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #152 | $12.5M | 300,686 | $7.7M | 186,022 | +114,664+61.64% | Add |
| Allworth Financial LP |
| 0.05% | 0.04% | #96 | $12.0M | 289,797 | $9.5M | 228,684 | +61,113+26.72% | Add |
| Ferguson Johnson Wealth Management Inc |
| 8.71% | 9.16% | #3 | $11.9M | 288,554 | $11.3M | 271,782 | +16,772+6.17% | Add |
| Kestra Investment Management, LLC |
| 0.23% | 0.16% | #64 | $11.8M | 284,724 | $9.4M | 225,124 | +59,600+26.47% | Add |
| Cogent Private Wealth, Inc. |
| 7.07% | 6.92% | #6 | $11.3M | 273,103 | $9.6M | 230,844 | +42,259+18.31% | Add |
| EJMK Ventures LLC |
| 4.84% | 3.82% | #13 | $10.7M | 257,533 | $6.8M | 164,710 | +92,823+56.36% | Add |
| Corient Private Wealth LLC |
| 0.01% | 0.01% | #132 | $10.0M | 242,321 | $9.6M | 231,514 | +10,807+4.67% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #123 | $9.8M | 235,829 | $9.0M | 217,118 | +18,711+8.62% | Add |
| Wealth Alliance Advisory Group, LLC |
| 1.33% | 1.2% | #30 | $9.2M | 222,640 | $7.6M | 182,141 | +40,499+22.23% | Add |
| Trajan Wealth LLC |
| 0.32% | 0.31% | #60 | $8.5M | 204,416 | $7.7M | 185,766 | +18,650+10.04% | Add |
| Pacific Asset Management, LLC |
| 3.97% | 4.34% | #15 | $8.1M | 195,503 | $7.8M | 187,221 | +8,282+4.42% | Add |
| GTS SECURITIES LLC |
| 0.17% | 0.06% | #71 | $8.0M | 193,793 | $1.7M | 40,341 | +153,452+380.39% | Add |
| Herold Advisors, Inc. |
| 1.54% | 1.59% | #29 | $7.8M | 188,219 | $7.2M | 174,440 | +13,779+7.90% | Add |
| Financial Plan, Inc. |
| 0.68% | 0.67% | #44 | $7.1M | 172,083 | $6.3M | 151,511 | +20,572+13.58% | Add |
| CoreCap Advisors, LLC |
| 0.2% | 0.19% | #66 | $6.8M | 164,608 | $5.5M | 132,785 | +31,823+23.97% | Add |
| ENDEAVOR PRIVATE WEALTH, INC. |
| 1.56% | 1.54% | #28 | $6.4M | 154,878 | $5.4M | 129,417 | +25,461+19.67% | Add |
| Werba Rubin Papier Wealth Management |
| 0.77% | 0.6% | #38 | $6.4M | 153,581 | $4.3M | 104,369 | +49,212+47.15% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.02% | #122 | $6.2M | 148,924 | $6.4M | 153,945 | -5,021-3.26% | Reduce |
| Private Advisor Group, LLC |
| 0.03% | — | #107 | $6.2M | 148,583 | $0 | 0 | +148,583 | New Buy |
| Plancorp, LLC |
| 0.15% | 0.18% | #73 | $6.1M | 148,512 | $6.2M | 148,512 | 00.00% | Unchanged |
