| New England Capital Financial Advisors LLC |
| 23.05% | 24.19% | #1 | $96.4M | 2.7M | $88.4M | 2.5M | +197,332+7.75% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.05% | 0.05% | #35 | $91.4M | 2.6M | $73.7M | 2.1M | +475,941+22.42% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #61 | $74.1M | 2.1M | $42.4M | 1.2M | +885,847+72.53% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.02% | 0.01% | #46 | $55.7M | 1.6M | $41.3M | 1.2M | +394,494+33.19% | Add |
| Hartford Funds Management Co LLC |
| 4.39% | 4.63% | #4 | $54.8M | 1.6M | $53.4M | 1.5M | +22,652+1.47% | Add |
| BENJAMIN EDWARDS INC |
| 0.31% | 0.34% | #14 | $34.1M | 968,502 | $33.7M | 971,387 | -2,885-0.30% | Reduce |
| Retirement Management Systems Inc. |
| 5.99% | 6.05% | #2 | $29.3M | 832,783 | $25.1M | 723,138 | +109,645+15.16% | Add |
| Modern Wealth Management, LLC |
| 0.32% | 0.42% | #13 | $27.2M | 773,637 | $24.6M | 706,004 | +67,633+9.58% | Add |
| OSAIC HOLDINGS, INC. |
| 0.03% | 0.02% | #40 | $25.3M | 720,743 | $16.1M | 462,425 | +258,318+55.86% | Add |
| Bleakley Financial Group, LLC |
| 0.29% | 0.33% | #15 | $22.6M | 643,146 | $21.3M | 613,012 | +30,134+4.92% | Add |
| Wealthspire Retirement, LLC |
| 1.16% | 1.25% | #7 | $21.1M | 600,921 | $20.9M | 601,079 | -158-0.03% | Reduce |
| Centric Wealth Management |
| 2.25% | 2.88% | #6 | $14.4M | 411,612 | $14.4M | 411,612 | 00.00% | Unchanged |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #72 | $13.7M | 389,715 | $13.4M | 385,812 | +3,903+1.01% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #68 | $13.1M | 372,711 | $11.9M | 344,031 | +28,680+8.34% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #63 | $11.1M | 313,490 | $5.2M | 149,037 | +164,453+110.34% | Add |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #52 | $10.8M | 308,104 | $8.3M | 240,236 | +67,868+28.25% | Add |
| Live Oak Investment Partners |
| 5.05% | 5.24% | #3 | $9.4M | 266,848 | $8.9M | 255,507 | +11,341+4.44% | Add |
| Focus Partners Wealth |
| 0.01% | — | #51 | $9.0M | 255,309 | $0 | 0 | +255,309 | New Buy |
| Mutual Advisors, LLC |
| 0.16% | 0.17% | #20 | $8.6M | 244,505 | $7.7M | 222,529 | +21,976+9.88% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.13% | — | #26 | $8.2M | 233,559 | $0 | 0 | +233,559 | New Buy |
| CITIZENS FINANCIAL GROUP INC/RI |
| 0.1% | 0.11% | #29 | $8.0M | 225,038 | $7.5M | 216,447 | +8,591+3.97% | Add |
| LPL Financial LLC |
| <0.01% | — | #74 | $7.4M | 210,893 | $0 | 0 | +210,893 | New Buy |
| MGO ONE SEVEN LLC |
| 0.12% | 0.15% | #27 | $7.1M | 202,154 | $7.3M | 211,083 | -8,929-4.23% | Reduce |
| TRUIST FINANCIAL CORP |
| 0.01% | 0.01% | #53 | $6.8M | 194,597 | $5.6M | 161,539 | +33,058+20.46% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #54 | $6.3M | 178,985 | $5.7M | 164,391 | +14,594+8.88% | Add |
| Retirement Planning Group, LLC |
| 0.16% | 0.13% | #22 | $6.2M | 175,023 | $4.2M | 122,142 | +52,881+43.29% | Add |
| Sonoma Allocations LLC |
| 2.27% | 1.12% | #5 | $6.0M | 171,553 | $3.2M | 92,595 | +78,958+85.27% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | 0.01% | #50 | $5.9M | 167,236 | $5.6M | 160,652 | +6,584+4.10% | Add |
| Private Advisor Group, LLC |
| 0.03% | — | #41 | $5.7M | 162,423 | $0 | 0 | +162,423 | New Buy |
| Sanctuary Advisors, LLC |
| 0.02% | 0.03% | #42 | $5.1M | 144,428 | $4.7M | 136,366 | +8,062+5.91% | Add |
| WNY Asset Management, LLC |
| 0.34% | 0.65% | #12 | $3.8M | 108,824 | $6.3M | 180,087 | -71,263-39.57% | Reduce |
| DIVERSIFY WEALTH MANAGEMENT, LLC |
| 0.04% | — | #36 | $3.6M | 103,237 | $0 | 0 | +103,237 | New Buy |
| MML INVESTORS SERVICES, LLC |
| 0.01% | <0.01% | #56 | $3.2M | 90,702 | $778,726 | 22,429 | +68,273+304.40% | Add |
| Strategic Blueprint, LLC |
| 0.15% | 0.14% | #24 | $3.0M | 84,593 | $2.5M | 71,521 | +13,072+18.28% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #57 | $2.8M | 79,450 | $2.7M | 78,743 | +707+0.90% | Add |
| CARY STREET PARTNERS FINANCIAL LLC |
| 0.06% | 0.06% | #33 | $2.7M | 76,730 | $2.3M | 67,286 | +9,444+14.04% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #80 | $2.3M | 65,622 | $2.0M | 57,727 | +7,895+13.68% | Add |
| Beacon Pointe Advisors, LLC |
| 0.01% | — | #49 | $2.3M | 65,375 | $0 | 0 | +65,375 | New Buy |
| NATIXIS ADVISORS, LLC |
| <0.01% | <0.01% | #70 | $2.2M | 63,397 | $789,000 | 22,737 | +40,660+178.83% | Add |
| Kovack Advisors, Inc. |
| 0.09% | 0.09% | #30 | $1.8M | 51,047 | $1.7M | 49,369 | +1,678+3.40% | Add |
| &PARTNERS |
| 0.01% | 0.01% | #58 | $1.5M | 43,039 | $1.4M | 41,610 | +1,429+3.43% | Add |
| Destiny Capital Corp/CO |
| 0.62% | 0.32% | #8 | $1.3M | 37,985 | $597,601 | 17,212 | +20,773+120.69% | Add |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC |
| 0.13% | 0.12% | #25 | $1.3M | 37,306 | $1.2M | 34,126 | +3,180+9.32% | Add |
| EP Wealth Advisors, LLC |
| <0.01% | — | #60 | $1.3M | 36,063 | $0 | 0 | +36,063 | New Buy |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #76 | $1.2M | 33,986 | $605,032 | 17,426 | +16,560+95.03% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.01% | 0.01% | #59 | $1.1M | 31,643 | $1.1M | 31,215 | +428+1.37% | Add |
| Hobart Private Capital, LLC |
| 0.16% | 0.18% | #23 | $909,800 | 25,876 | $925,913 | 26,668 | -792-2.97% | Reduce |
| Mariner, LLC |
| <0.01% | <0.01% | #78 | $788,182 | 22,417 | $730,439 | 21,038 | +1,379+6.55% | Add |
| AdvisorNet Financial, Inc |
| 0.04% | 0.03% | #38 | $776,848 | 22,095 | $665,211 | 19,159 | +2,936+15.32% | Add |
| Arkadios Wealth Advisors |
| 0.01% | 0.01% | #48 | $715,610 | 20,353 | $744,424 | 21,441 | -1,088-5.07% | Reduce |
