| LPL Financial LLC |
| 0.02% | 0.02% | #27 | $107.2M | 3.4M | $92.6M | 3.0M | +409,275+13.61% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.03% | 0.02% | #22 | $104.8M | 3.3M | $75.2M | 2.4M | +898,323+36.80% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.96% | 1.02% | #7 | $60.5M | 1.9M | $56.2M | 1.8M | +100,765+5.52% | Add |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.09% | 0.1% | #13 | $57.7M | 1.8M | $55.3M | 1.8M | +44,379+2.47% | Add |
| Ascension Capital Advisors, Inc. |
| 11.42% | 12.66% | #1 | $40.7M | 1.3M | $40.2M | 1.3M | -10,817-0.83% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #39 | $29.6M | 943,476 | $24.9M | 807,990 | +135,486+16.77% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #57 | $20.9M | 666,160 | $15.6M | 505,238 | +160,922+31.85% | Add |
| Rockefeller Capital Management L.P. |
| 0.03% | 0.02% | #26 | $16.9M | 539,520 | $13.7M | 444,266 | +95,254+21.44% | Add |
| Lantz Financial LLC |
| 2.81% | 2.85% | #3 | $15.3M | 488,669 | $13.8M | 447,684 | +40,985+9.15% | Add |
| Jefferies Financial Group Inc. |
| 0.09% | — | #14 | $13.3M | 425,000 | $0 | 0 | +425,000 | New Buy |
| FOURPATH CAPITAL MANAGEMENT, LLC |
| 1.63% | 1.74% | #4 | $12.4M | 394,100 | $12.2M | 394,609 | -509-0.13% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.06% | 0.07% | #16 | $12.2M | 389,281 | $8.9M | 290,327 | +98,954+34.08% | Add |
| TRUIST FINANCIAL CORP |
| 0.01% | 0.01% | #31 | $11.6M | 368,426 | $10.8M | 349,993 | +18,433+5.27% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #54 | $10.9M | 348,367 | $4.4M | 142,497 | +205,870+144.47% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.02% | #33 | $10.4M | 332,013 | $10.7M | 348,570 | -16,557-4.75% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #56 | $9.6M | 306,738 | $9.6M | 312,281 | -5,543-1.78% | Reduce |
| NewEdge Advisors, LLC |
| 0.03% | 0.03% | #24 | $9.4M | 298,526 | $8.4M | 273,726 | +24,800+9.06% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.05% | 0.05% | #17 | $9.2M | 292,535 | $8.8M | 286,638 | +5,897+2.06% | Add |
| Private Advisor Group, LLC |
| 0.03% | 0.03% | #20 | $7.2M | 228,685 | $6.7M | 216,263 | +12,422+5.74% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.02% | <0.01% | #29 | $6.5M | 207,359 | $1.6M | 51,219 | +156,140+304.85% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #41 | $6.2M | 198,595 | $5.5M | 179,067 | +19,528+10.91% | Add |
| FOCUSED ALPHA, LLC |
| 1.47% | 2.12% | #6 | $5.7M | 182,324 | $6.8M | 222,337 | -40,013-18.00% | Reduce |
| Equitable Holdings, Inc. |
| 0.03% | 0.03% | #23 | $4.7M | 150,990 | $4.1M | 142,211 | +8,779+6.17% | Add |
| Janney Montgomery Scott LLC |
| 0.01% | 0.01% | #37 | $4.7M | 150,235 | $3.7M | 120,383 | +29,852+24.80% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #67 | $4.0M | 124,223 | $1.8M | 57,503 | +66,720+116.03% | Add |
| Financial Concepts Unlimited, Inc. |
| 3.01% | 3.34% | #2 | $3.8M | 122,172 | $3.7M | 120,890 | +1,282+1.06% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #59 | $3.2M | 101,570 | $2.3M | 73,728 | +27,842+37.76% | Add |
| DAVENPORT & Co LLC |
| 0.01% | <0.01% | #32 | $2.7M | 86,636 | $438,450 | 14,235 | +72,401+508.61% | Add |
| FEDERATED HERMES, INC. |
| <0.01% | <0.01% | #47 | $2.4M | 76,532 | $1.6M | 50,807 | +25,725+50.63% | Add |
| Wealthcare Advisory Partners LLC |
| 0.04% | 0.04% | #19 | $2.3M | 74,620 | $2.2M | 71,965 | +2,655+3.69% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #52 | $2.1M | 67,947 | $2.6M | 84,568 | -16,621-19.65% | Reduce |
| Capital Investment Advisory Services, LLC |
| 0.11% | 0.04% | #10 | $1.7M | 54,755 | $605,023 | 19,644 | +35,111+178.74% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #51 | $1.7M | 52,253 | $1.8M | 58,687 | -6,434-10.96% | Reduce |
| &PARTNERS |
| 0.01% | 0.01% | #40 | $1.5M | 48,336 | $1.4M | 44,434 | +3,902+8.78% | Add |
| Hilltop Holdings Inc. |
| 0.11% | 0.12% | #11 | $1.4M | 43,160 | $1.3M | 43,660 | -500-1.15% | Reduce |
| Signature Equity Partners, LLC |
| 0.6% | 0.68% | #8 | $1.3M | 41,355 | $1.3M | 41,093 | +262+0.64% | Add |
| IFS Group,LLC |
| 1.63% | 0.8% | #5 | $1.2M | 37,801 | $900,547 | 29,238 | +8,563+29.29% | Add |
| Sanctuary Advisors, LLC |
| <0.01% | 0.01% | #44 | $997,843 | 31,789 | $1.4M | 46,540 | -14,751-31.70% | Reduce |
| Gladstone Institutional Advisory LLC |
| 0.03% | 0.04% | #21 | $978,888 | 31,185 | $955,746 | 31,030 | +155+0.50% | Add |
| Claro Advisors Inc. |
| 0.1% | 0.11% | #12 | $970,149 | 30,906 | $916,003 | 29,740 | +1,166+3.92% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #61 | $922,068 | 29,375 | $485,742 | 15,771 | +13,604+86.26% | Add |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #53 | $795,295 | 25,336 | $735,560 | 23,882 | +1,454+6.09% | Add |
| Intrua Financial, LLC |
| 0.07% | 0.08% | #15 | $772,822 | 24,620 | $736,428 | 23,910 | +710+2.97% | Add |
| Global Retirement Partners, LLC |
| 0.01% | — | #34 | $701,227 | 22,339 | $0 | 0 | +22,339 | New Buy |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #63 | $678,160 | 21,604 | $665,358 | 21,601 | +3+0.01% | Add |
| Arax Advisory Partners |
| <0.01% | — | #48 | $493,702 | 15,728 | $0 | 0 | +15,728 | New Buy |
| Schneider Downs Wealth Management Advisors, LP |
| 0.04% | 0.05% | #18 | $478,447 | 15,242 | $469,454 | 15,242 | 00.00% | Unchanged |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #70 | $470,630 | 14,993 | $342,896 | 11,133 | +3,860+34.67% | Add |
| Gateway Wealth Partners, LLC |
| 0.03% | 0.03% | #25 | $464,918 | 14,811 | $880,736 | 28,596 | -13,785-48.21% | Reduce |
| CAPTRUST FINANCIAL ADVISORS |
| <0.01% | <0.01% | #62 | $444,263 | 14,153 | $387,924 | 12,595 | +1,558+12.37% | Add |
