| RAYMOND JAMES FINANCIAL INC |
| 0.03% | 0.03% | #48 | $95.9M | 2.3M | $81.2M | 2.0M | +277,661+13.84% | Add |
| CPC Advisors, LLC |
| 7.12% | 0.07% | #1 | $52.8M | 1.3M | $401,136 | 9,912 | +1.2M+12,579.47% | Add |
| Janney Montgomery Scott LLC |
| 0.09% | 0.08% | #33 | $45.5M | 1.1M | $34.0M | 838,996 | +244,266+29.11% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #67 | $41.9M | 997,619 | $31.6M | 781,841 | +215,778+27.60% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.42% | 0.46% | #15 | $26.9M | 639,968 | $25.4M | 626,514 | +13,454+2.15% | Add |
| OSAIC HOLDINGS, INC. |
| 0.03% | 0.03% | #46 | $25.8M | 614,472 | $20.0M | 493,910 | +120,562+24.41% | Add |
| Principle Wealth Partners LLC |
| 0.98% | 0.97% | #6 | $19.8M | 472,356 | $17.1M | 421,307 | +51,049+12.12% | Add |
| STIFEL FINANCIAL CORP |
| 0.02% | 0.02% | #56 | $19.2M | 456,668 | $16.5M | 408,633 | +48,035+11.76% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #102 | $18.1M | 431,833 | $144 | 3 | +431,830+14,394,333.33% | Add |
| Sequoia Financial Advisors, LLC |
| 0.09% | 0.11% | #32 | $17.7M | 422,510 | $20.0M | 495,409 | -72,899-14.71% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #93 | $14.5M | 346,337 | $13.7M | 337,925 | +8,412+2.49% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #94 | $9.9M | 235,435 | $4.0M | 98,459 | +136,976+139.12% | Add |
| CARY STREET PARTNERS FINANCIAL LLC |
| 0.21% | — | #21 | $9.7M | 230,381 | $0 | 0 | +230,381 | New Buy |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #62 | $9.4M | 223,609 | $8.7M | 214,780 | +8,829+4.11% | Add |
| Elmwood Wealth Management, Inc. |
| 2.16% | 2.26% | #3 | $8.6M | 205,229 | $8.2M | 201,518 | +3,711+1.84% | Add |
| ARQ WEALTH ADVISORS, LLC |
| 0.88% | — | #9 | $7.1M | 164,798 | $0 | 0 | +164,798 | New Buy |
| EverSource Wealth Advisors, LLC |
| 0.23% | 0.19% | #20 | $6.9M | 165,082 | $6.3M | 155,789 | +9,293+5.97% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.03% | 0.03% | #45 | $6.0M | 143,993 | $5.6M | 137,776 | +6,217+4.51% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #87 | $5.9M | 139,950 | $4.6M | 114,558 | +25,392+22.17% | Add |
| TRUIST FINANCIAL CORP |
| 0.01% | 0.01% | #71 | $5.7M | 135,849 | $5.3M | 130,787 | +5,062+3.87% | Add |
| Atlas Wealth LLC |
| 0.76% | 1.34% | #11 | $5.4M | 127,500 | $4.5M | 110,659 | +16,841+15.22% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #96 | $5.2M | 123,897 | $5.5M | 136,190 | -12,293-9.03% | Reduce |
| IAM Advisory, LLC |
| 0.85% | 0.9% | #10 | $4.4M | 103,899 | $4.0M | 99,512 | +4,387+4.41% | Add |
| Proficio Capital Partners LLC |
| 0.15% | 0.14% | #25 | $4.3M | 101,520 | $2.6M | 63,210 | +38,310+60.61% | Add |
| Baird Financial Group, Inc. |
| 0.01% | <0.01% | #80 | $4.0M | 94,185 | $1.9M | 46,759 | +47,426+101.43% | Add |
| Visionary Wealth Advisors |
| 0.15% | 0.14% | #26 | $3.9M | 91,960 | $3.3M | 80,716 | +11,244+13.93% | Add |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. |
| 1.85% | 2.03% | #4 | $3.8M | 90,798 | $3.6M | 90,015 | +783+0.87% | Add |
| SAGESPRING WEALTH PARTNERS, LLC |
| 0.04% | 0.04% | #40 | $2.7M | 65,126 | $2.4M | 58,598 | +6,528+11.14% | Add |
| Retirement Planning Group, LLC |
| 0.07% | 0.07% | #36 | $2.7M | 65,021 | $2.3M | 56,403 | +8,618+15.28% | Add |
| Financial Insights, Inc. |
| 0.62% | 0.66% | #13 | $2.3M | 54,234 | $2.1M | 50,659 | +3,575+7.06% | Add |
| Pasadena Private Wealth, LLC |
| 0.28% | 0.24% | #18 | $2.2M | 52,424 | $1.7M | 42,183 | +10,241+24.28% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #85 | $2.1M | 48,847 | $1.5M | 37,784 | +11,063+29.28% | Add |
| CAP Partners, LLC |
| 0.95% | 1.04% | #7 | $2.0M | 46,446 | $1.8M | 45,366 | +1,080+2.38% | Add |
| Capital Investment Advisory Services, LLC |
| 0.12% | 0.12% | #28 | $1.9M | 45,214 | $1.7M | 42,169 | +3,045+7.22% | Add |
| NewEdge Advisors, LLC |
| 0.01% | 0.01% | #81 | $1.7M | 41,073 | $1.6M | 38,324 | +2,749+7.17% | Add |
| URS Advisory LLC |
| 0.88% | 1.84% | #8 | $1.6M | 37,539 | $2.5M | 62,080 | -24,541-39.53% | Reduce |
| Northwest Financial Advisors |
| 2.93% | 2.87% | #2 | $1.5M | 36,802 | $1.5M | 36,802 | 00.00% | Unchanged |
| Snowden Capital Advisors LLC |
| 0.03% | 0.04% | #43 | $1.5M | 34,852 | $1.3M | 32,743 | +2,109+6.44% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #105 | $1.4M | 34,521 | $994,850 | 25,250 | +9,271+36.72% | Add |
| Navis Wealth Advisors, LLC |
| 0.51% | — | #14 | $1.3M | 31,726 | $0 | 0 | +31,726 | New Buy |
| OLD MISSION CAPITAL LLC |
| 0.02% | 0.03% | #53 | $1.3M | 31,455 | $2.2M | 53,986 | -22,531-41.73% | Reduce |
| Carr Financial Group Corp |
| 0.29% | 0.3% | #17 | $1.3M | 30,289 | $1.1M | 27,728 | +2,561+9.24% | Add |
| WEST MICHIGAN ADVISORS, LLC |
| 0.27% | 0.27% | #19 | $1.3M | 30,902 | $1.3M | 30,902 | 00.00% | Unchanged |
| Private Advisor Group, LLC |
| 0.01% | <0.01% | #79 | $1.2M | 28,527 | $849,771 | 20,997 | +7,530+35.86% | Add |
| Karras Company, Inc. |
| 1.08% | 0.81% | #5 | $1.2M | 28,420 | $794,346 | 19,628 | +8,792+44.79% | Add |
| MILESTONE ASSET MANAGEMENT, LLC |
| 0.17% | — | #24 | $1.1M | 26,298 | $0 | 0 | +26,298 | New Buy |
| US BANCORP \DE\ |
| <0.01% | <0.01% | #99 | $1.1M | 25,881 | $664,111 | 16,410 | +9,471+57.71% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #119 | $1.0M | 25,002 | $2,261 | 58 | +24,944+43,006.90% | Add |
| Bright Futures Wealth Management, LLC. |
| 0.67% | 0.76% | #12 | $1.0M | 24,527 | $1.1M | 27,427 | -2,900-10.57% | Reduce |
| Savvy Advisors, Inc. |
| 0.02% | 0.03% | #52 | $1.0M | 24,310 | $1.0M | 25,131 | -821-3.27% | Reduce |
