| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #69 | $186.9M | 9.0M | $102.9M | 5.0M | +4.0M+81.60% | Add |
| MORGAN STANLEY |
| 0.01% | <0.01% | #76 | $169.5M | 8.2M | $66.9M | 3.2M | +5.0M+155.09% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.02% | 0.02% | #60 | $114.5M | 5.5M | $91.0M | 4.4M | +1.1M+25.75% | Add |
| UBS Group AG |
| 0.01% | 0.01% | #78 | $66.7M | 3.2M | $50.0M | 2.4M | +805,465+33.49% | Add |
| IFC Advisors LLC |
| 7.84% | 8.83% | #1 | $61.8M | 3.0M | $61.7M | 3.0M | +2,056+0.07% | Add |
| Arkadios Wealth Advisors |
| 0.91% | 1.21% | #16 | $60.0M | 2.9M | $74.0M | 3.6M | -673,441-18.90% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #80 | $30.7M | 1.5M | $27.4M | 1.3M | +160,430+12.17% | Add |
| Focus Partners Wealth |
| 0.03% | <0.01% | #51 | $30.5M | 1.5M | $29,499 | 1,000 | +1.5M+146,570.00% | Add |
| CHANNEL WEALTH LLC |
| 6.24% | 6.03% | #3 | $27.8M | 1.3M | $24.9M | 1.2M | +141,391+11.80% | Add |
| OSAIC HOLDINGS, INC. |
| 0.03% | 0.04% | #53 | $25.2M | 1.2M | $24.7M | 1.2M | +27,875+2.35% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | <0.01% | #85 | $23.0M | 1.1M | $11.3M | 543,579 | +563,831+103.73% | Add |
| N10 WEALTH, LLC |
| 7.42% | — | #2 | $20.9M | 1.0M | $0 | 0 | +1.0M | New Buy |
| Bank of New York Mellon Corp |
| <0.01% | <0.01% | #94 | $19.5M | 937,679 | $19.7M | 946,910 | -9,231-0.97% | Reduce |
| EP Wealth Advisors, LLC |
| 0.07% | <0.01% | #44 | $18.7M | 902,108 | $977,310 | 47,047 | +855,061+1,817.46% | Add |
| Tortoise Investment Management, LLC |
| 1.01% | 1.14% | #12 | $13.5M | 651,023 | $13.8M | 662,643 | -11,620-1.75% | Reduce |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #70 | $12.4M | 596,599 | $10.5M | 504,565 | +92,034+18.24% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #98 | $11.7M | 565,204 | $9.0M | 431,890 | +133,314+30.87% | Add |
| Crescent Grove Advisors, LLC |
| 0.98% | 1.09% | #15 | $11.7M | 561,797 | $11.3M | 543,185 | +18,612+3.43% | Add |
| Baird Financial Group, Inc. |
| 0.02% | 0.02% | #66 | $11.5M | 552,850 | $11.3M | 543,828 | +9,022+1.66% | Add |
| MBL Wealth, LLC |
| 0.75% | 0.85% | #19 | $11.0M | 530,615 | $11.2M | 540,604 | -9,989-1.85% | Reduce |
| Greenwich Wealth Management LLC |
| 0.37% | 0.38% | #29 | $10.2M | 490,759 | $9.2M | 444,549 | +46,210+10.39% | Add |
| Lifestyle Asset Management, Inc. |
| 2.62% | — | #5 | $9.7M | 469,008 | $0 | 0 | +469,008 | New Buy |
| AXXCESS WEALTH MANAGEMENT, LLC |
| 0.14% | — | #38 | $9.0M | 430,895 | $0 | 0 | +430,895 | New Buy |
| OneAscent Financial Services LLC |
| 0.42% | — | #27 | $8.7M | 417,876 | $0 | 0 | +417,876 | New Buy |
| Legacy CG, LLC |
| 2.19% | 2.28% | #6 | $8.6M | 412,073 | $8.2M | 394,432 | +17,641+4.47% | Add |
| INDEPENDENT FINANCIAL GROUP, LLC |
| 0.16% | — | #36 | $8.4M | 403,816 | $0 | 0 | +403,816 | New Buy |
| Beacon Capital Management, Inc. |
| 0.46% | 0.42% | #26 | $7.6M | 367,245 | $7.5M | 363,219 | +4,026+1.11% | Add |
| SSI INVESTMENT MANAGEMENT LLC |
| 0.36% | — | #30 | $6.2M | 298,053 | $0 | 0 | +298,053 | New Buy |
| Wealthcare Advisory Partners LLC |
| 0.11% | 0.08% | #42 | $5.7M | 274,920 | $3.9M | 186,881 | +88,039+47.11% | Add |
| Sage Advisory Services, Ltd.Co. |
| 2.81% | 2.92% | #4 | $5.7M | 274,360 | $5.3M | 256,245 | +18,115+7.07% | Add |
| VERUS CAPITAL PARTNERS, LLC |
| 0.28% | — | #32 | $5.2M | 252,589 | $0 | 0 | +252,589 | New Buy |
| Precision Wealth Strategies, LLC |
| 1.3% | 1.58% | #8 | $4.3M | 208,150 | $4.8M | 229,983 | -21,833-9.49% | Reduce |
| Envestnet Portfolio Solutions, Inc. |
| 0.02% | — | #58 | $4.2M | 203,620 | $0 | 0 | +203,620 | New Buy |
| Heritage Trust Co |
| 0.36% | 0.4% | #31 | $4.1M | 199,018 | $4.0M | 193,577 | +5,441+2.81% | Add |
| EXCHANGE TRADED CONCEPTS, LLC |
| 0.02% | 0.02% | #67 | $3.3M | 159,443 | $3.0M | 142,464 | +16,979+11.92% | Add |
| Mendel Money Management |
| 1.2% | 1.24% | #11 | $3.3M | 158,094 | $3.0M | 142,724 | +15,370+10.77% | Add |
| Sonoma Allocations LLC |
| 1.21% | 0.78% | #10 | $3.2M | 154,425 | $2.3M | 108,778 | +45,647+41.96% | Add |
| Weaver Consulting Group |
| 0.62% | 0.67% | #22 | $3.0M | 145,704 | $2.8M | 134,881 | +10,823+8.02% | Add |
| Camarda Financial Advisors, LLC |
| 0.88% | 1.42% | #18 | $2.9M | 140,367 | $2.7M | 130,295 | +10,072+7.73% | Add |
| Atria Investments, Inc |
| 0.03% | 0.03% | #54 | $2.9M | 137,884 | $2.5M | 119,535 | +18,349+15.35% | Add |
| Central Pacific Bank - Trust Division |
| 0.28% | — | #33 | $2.7M | 130,780 | $0 | 0 | +130,780 | New Buy |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #90 | $2.6M | 122,946 | $2.3M | 110,307 | +12,639+11.46% | Add |
| FIDUCIARY TRUST CO |
| 0.03% | 0.03% | #57 | $2.5M | 118,877 | $2.4M | 117,100 | +1,777+1.52% | Add |
| Rareview Capital LLC |
| 1.28% | 1.22% | #9 | $2.3M | 110,405 | $2.1M | 99,674 | +10,731+10.77% | Add |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #96 | $2.3M | 109,845 | $2.1M | 100,607 | +9,238+9.18% | Add |
| OneAscent Wealth Management LLC |
| 0.68% | — | #21 | $2.3M | 109,382 | $0 | 0 | +109,382 | New Buy |
| Sanctuary Advisors, LLC |
| 0.01% | 0.01% | #71 | $2.2M | 105,505 | $2.0M | 95,726 | +9,779+10.22% | Add |
| J. Team Financial, Inc. |
| 2.12% | 1.95% | #7 | $2.2M | 105,156 | $1.7M | 84,063 | +21,093+25.09% | Add |
| ISLAY CAPITAL MANAGEMENT, LLC |
| 1.01% | 1.04% | #13 | $2.2M | 104,900 | $2.1M | 98,900 | +6,000+6.07% | Add |
| Lewis Asset Management, LLC |
| 0.72% | 0.82% | #20 | $2.1M | 99,041 | $2.0M | 96,380 | +2,661+2.76% | Add |
