| LPL Financial LLC |
| 0.07% | 0.05% | #58 | $319.4M | 4.8M | $184.4M | 3.5M | +1.4M+40.14% | Add |
| Retirement Planning Group, LLC |
| 7.62% | 7.17% | #4 | $299.8M | 4.5M | $231.4M | 4.3M | +209,753+4.84% | Add |
| MORGAN STANLEY |
| 0.01% | 0.01% | #103 | $207.6M | 3.1M | $129.7M | 2.3M | +882,347+39.02% | Add |
| Trust Point Inc. |
| 13.89% | 11.65% | #3 | $163.6M | 2.5M | $134.1M | 2.5M | -32,029-1.28% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #106 | $141.1M | 2.1M | $109.0M | 2.0M | +97,517+4.78% | Add |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
| 1.12% | 0.94% | #19 | $76.6M | 1.2M | $54.6M | 1.0M | +139,185+13.63% | Add |
| Private Advisor Group, LLC |
| 0.34% | 0.33% | #37 | $73.5M | 1.1M | $69.6M | 1.3M | -189,116-14.52% | Reduce |
| RVW Wealth, LLC |
| 4.67% | 4.44% | #11 | $70.9M | 1.1M | $56.9M | 1.1M | +7,601+0.71% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.02% | 0.01% | #94 | $60.2M | 912,147 | $42.3M | 792,207 | +119,940+15.14% | Add |
| Bluespring Wealth Management, LLC |
| 0.88% | — | #22 | $45.7M | 692,580 | $0 | 0 | +692,580 | New Buy |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #104 | $45.0M | 681,763 | $28.7M | 536,656 | +145,107+27.04% | Add |
| Rockefeller Capital Management L.P. |
| 0.06% | 0.05% | #63 | $36.2M | 548,800 | $27.0M | 506,026 | +42,774+8.45% | Add |
| HighTower Advisors, LLC |
| 0.03% | 0.2% | #73 | $35.7M | 540,515 | $189.6M | 3.5M | -3.0M-84.77% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #119 | $34.1M | 516,476 | $28.2M | 527,364 | -10,888-2.06% | Reduce |
| Kestra Advisory Services, LLC |
| 0.1% | 0.07% | #51 | $31.4M | 475,740 | $17.8M | 333,749 | +141,991+42.54% | Add |
| COLUMBIA ADVISORY PARTNERS LLC |
| 15.9% | 14.53% | #2 | $28.8M | 436,638 | $22.8M | 426,047 | +10,591+2.49% | Add |
| Cetera Investment Advisers |
| 0.03% | 0.02% | #85 | $28.4M | 429,394 | $20.9M | 390,626 | +38,768+9.92% | Add |
| Quattro Advisors LLC |
| 15.96% | 12.26% | #1 | $24.0M | 363,175 | $14.1M | 264,811 | +98,364+37.14% | Add |
| Prestige Wealth Management Group LLC |
| 4.32% | 3.77% | #13 | $23.8M | 360,786 | $19.2M | 359,265 | +1,521+0.42% | Add |
| OSAIC HOLDINGS, INC. |
| 0.03% | 0.03% | #82 | $23.6M | 357,500 | $19.0M | 356,447 | +1,053+0.30% | Add |
| Ritter Daniher Financial Advisory LLC / DE |
| 3.47% | 3.05% | #14 | $22.8M | 345,390 | $18.0M | 336,078 | +9,312+2.77% | Add |
| Legacy Financial Advisors, Inc. |
| 2.71% | 2.49% | #15 | $22.2M | 336,730 | $17.8M | 333,342 | +3,388+1.02% | Add |
| Western Wealth Management, LLC |
| 0.65% | 0.19% | #26 | $19.9M | 300,758 | $4.9M | 91,929 | +208,829+227.16% | Add |
| Etesian Wealth Advisors, Inc. |
| 5.81% | 5.03% | #7 | $19.7M | 297,728 | $15.8M | 294,796 | +2,932+0.99% | Add |
| Smartleaf Asset Management LLC |
| 0.59% | 0.51% | #29 | $18.1M | 277,406 | $14.2M | 277,406 | 00.00% | Unchanged |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC |
| 4.61% | 4.03% | #12 | $17.0M | 257,034 | $12.6M | 236,170 | +20,864+8.83% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.01% | 0.01% | #107 | $16.7M | 252,706 | $14.8M | 276,494 | -23,788-8.60% | Reduce |
| Sound Income Strategies, LLC |
| 0.7% | 0.53% | #23 | $15.7M | 237,599 | $11.0M | 203,050 | +34,549+17.02% | Add |
| RESOLUTE CAPITAL, LLC |
| 4.83% | 5.23% | #10 | $14.0M | 211,825 | $12.9M | 241,770 | -29,945-12.39% | Reduce |
| Janney Montgomery Scott LLC |
| 0.03% | <0.01% | #84 | $13.6M | 205,987 | $219,000 | 4,100 | +201,887+4,924.07% | Add |
| GLR Partners, LLC |
| 6.32% | 5.75% | #6 | $13.6M | 205,596 | $10.5M | 197,213 | +8,383+4.25% | Add |
| tru Independence LLC |
| 5.66% | 5.26% | #8 | $12.9M | 196,015 | $10.6M | 199,034 | -3,019-1.52% | Reduce |
| Atria Investments, Inc |
| 0.13% | 0.12% | #48 | $12.8M | 193,726 | $10.3M | 193,055 | +671+0.35% | Add |
| Oxinas Partners, LLC |
| 4.96% | 4.53% | #9 | $12.6M | 190,503 | $9.9M | 185,687 | +4,816+2.59% | Add |
| US BANCORP \DE\ |
| 0.01% | 0.01% | #101 | $12.0M | 181,419 | $9.7M | 181,949 | -530-0.29% | Reduce |
| Centurion Wealth Management LLC |
| 2.55% | 1.35% | #16 | $10.7M | 161,509 | $6.0M | 112,201 | +49,308+43.95% | Add |
| Summit Financial, LLC |
| 0.11% | 0.03% | #49 | $9.8M | 148,890 | $2.5M | 46,775 | +102,115+218.31% | Add |
| LANARK FINANCIAL, INC. |
| 0.59% | 0.44% | #30 | $8.7M | 131,120 | $5.8M | 109,001 | +22,119+20.29% | Add |
| Vericrest Private Wealth |
| 7.59% | 5.27% | #5 | $8.4M | 127,611 | $5.9M | 110,009 | +17,602+16.00% | Add |
| United Advisor Group, LLC |
| 0.67% | 0.12% | #24 | $6.3M | 95,524 | $987,108 | 18,475 | +77,049+417.04% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #98 | $6.1M | 92,301 | $4.8M | 89,456 | +2,845+3.18% | Add |
| KPP Advisory Services LLC |
| 0.66% | 0.29% | #25 | $5.2M | 79,191 | $2.0M | 37,974 | +41,217+108.54% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | <0.01% | #113 | $5.1M | 77,208 | $2.8M | 52,277 | +24,931+47.69% | Add |
| Arkadios Wealth Advisors |
| 0.07% | 0.05% | #56 | $4.9M | 73,666 | $2.9M | 54,150 | +19,516+36.04% | Add |
| Avestar Capital, LLC |
| 0.27% | 0.25% | #39 | $4.8M | 73,092 | $3.9M | 73,361 | -269-0.37% | Reduce |
| Equitable Holdings, Inc. |
| 0.03% | 0.02% | #81 | $4.7M | 70,842 | $3.8M | 64,194 | +6,648+10.36% | Add |
| Herold Advisors, Inc. |
| 0.88% | 0.71% | #21 | $4.5M | 67,404 | $3.2M | 60,598 | +6,806+11.23% | Add |
| FLAGSHIP HARBOR ADVISORS, LLC |
| 0.16% | 0.15% | #45 | $4.2M | 63,312 | $3.4M | 63,519 | -207-0.33% | Reduce |
| Formidable Asset Management, LLC |
| 0.65% | 0.5% | #27 | $4.1M | 76,884 | $3.2M | 54,950 | +21,934+39.92% | Add |
| Global Retirement Partners, LLC |
| 0.06% | — | #61 | $4.0M | 61,097 | $0 | 0 | +61,097 | New Buy |
