| LPL Financial LLC |
| 0.01% | 0.01% | #68 | $64.8M | 4.1M | $54.7M | 3.7M | +393,596+10.75% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #107 | $54.5M | 3.4M | $49.0M | 3.3M | +127,458+3.89% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #118 | $44.7M | 2.8M | $33.9M | 2.3M | +541,822+24.07% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #97 | $24.3M | 1.5M | $19.4M | 1.3M | +225,868+17.43% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #113 | $16.7M | 1.0M | $15.1M | 1.0M | +40,741+4.05% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #71 | $15.3M | 959,054 | $9.1M | 608,105 | +350,949+57.71% | Add |
| HUB Investment Partners, LLC |
| 0.27% | 0.32% | #13 | $15.1M | 942,833 | $13.5M | 901,152 | +41,681+4.63% | Add |
| AlphaStar Capital Management, LLC |
| 0.68% | 0.71% | #9 | $10.7M | 666,942 | $9.7M | 647,041 | +19,901+3.08% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #128 | $10.4M | 648,016 | $10.1M | 676,737 | -28,721-4.24% | Reduce |
| Brookstone Capital Management |
| 0.1% | 0.1% | #33 | $9.7M | 605,928 | $8.8M | 587,762 | +18,166+3.09% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #126 | $9.2M | 576,239 | $8.3M | 556,202 | +20,037+3.60% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #115 | $9.2M | 575,147 | $8.1M | 543,674 | +31,473+5.79% | Add |
| Thrive Capital Management, LLC |
| 1.52% | 1.54% | #1 | $8.1M | 505,492 | $7.0M | 470,543 | +34,949+7.43% | Add |
| Proficio Capital Partners LLC |
| 0.27% | — | #15 | $7.4M | 462,895 | $0 | 0 | +462,895 | New Buy |
| Venture Visionary Partners LLC |
| 0.15% | 0.16% | #26 | $5.5M | 343,597 | $5.0M | 331,436 | +12,161+3.67% | Add |
| Baird Financial Group, Inc. |
| 0.01% | 0.01% | #91 | $5.1M | 317,117 | $3.6M | 244,014 | +73,103+29.96% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #93 | $5.0M | 315,581 | $5.5M | 371,210 | -55,629-14.99% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #134 | $4.6M | 284,702 | $4.5M | 302,872 | -18,170-6.00% | Reduce |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #103 | $3.9M | 241,900 | $57,124 | 382,100 | -140,200-36.69% | Reduce |
| PRINCIPAL SECURITIES, INC. |
| 0.04% | 0.1% | #46 | $3.7M | 231,075 | $6.6M | 438,181 | -207,106-47.26% | Reduce |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
| 0.11% | 0.18% | #31 | $3.5M | 220,997 | $2.6M | 174,800 | +46,197+26.43% | Add |
| AE Wealth Management LLC |
| 0.02% | 0.02% | #67 | $3.3M | 203,550 | $3.1M | 208,983 | -5,433-2.60% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #143 | $2.9M | 178,258 | $1.5M | 100,527 | +77,731+77.32% | Add |
| NewEdge Advisors, LLC |
| 0.01% | 0.01% | #85 | $2.7M | 171,262 | $2.8M | 185,603 | -14,341-7.73% | Reduce |
| CreativeOne Wealth, LLC |
| 0.06% | 0.05% | #39 | $2.6M | 161,465 | $2.1M | 138,954 | +22,511+16.20% | Add |
| Mesirow Financial Investment Management, Inc. |
| 0.04% | 0.04% | #48 | $2.5M | 158,466 | $2.3M | 153,813 | +4,653+3.03% | Add |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. |
| 1.15% | 1.14% | #4 | $2.4M | 148,124 | $2.1M | 137,592 | +10,532+7.65% | Add |
| RFG Advisory, LLC |
| 0.04% | 0.04% | #50 | $2.3M | 144,012 | $2.1M | 142,359 | +1,653+1.16% | Add |
| Institute for Wealth Management, LLC. |
| 0.2% | 0.23% | #23 | $2.3M | 143,819 | $2.2M | 145,068 | -1,249-0.86% | Reduce |
| Palacios Wealth Management, LLC |
| 1.3% | 1.56% | #3 | $2.2M | 137,782 | $2.5M | 161,689 | -23,907-14.79% | Reduce |
| NFSG Corp |
| 0.27% | 0.34% | #14 | $2.2M | 135,883 | $2.1M | 137,381 | -1,498-1.09% | Reduce |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #92 | $2.1M | 129,163 | $2.2M | 148,719 | -19,556-13.15% | Reduce |
| J.W. COLE ADVISORS, INC. |
| 0.04% | 0.06% | #51 | $2.1M | 128,847 | $1.9M | 127,448 | +1,399+1.10% | Add |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #101 | $2.0M | 125,795 | $1.9M | 125,998 | -203-0.16% | Reduce |
| Apella Capital, LLC |
| 0.03% | 0.03% | #56 | $2.0M | 123,263 | $2.0M | 127,206 | -3,943-3.10% | Reduce |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #111 | $1.9M | 120,681 | $1.5M | 98,975 | +21,706+21.93% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #109 | $1.8M | 112,543 | $1.7M | 115,680 | -3,137-2.71% | Reduce |
| Formidable Asset Management, LLC |
| 0.25% | 0.27% | #16 | $1.6M | 105,494 | $1.7M | 112,611 | -7,117-6.32% | Reduce |
| OneAscent Family Office, LLC |
| 0.7% | 0.65% | #7 | $1.4M | 86,866 | $926,167 | 61,951 | +24,915+40.22% | Add |
| Astra Wealth Partners LLC |
| 0.71% | 0.71% | #6 | $1.3M | 84,300 | $1.2M | 79,300 | +5,000+6.31% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #133 | $1.3M | 82,485 | $1.3M | 89,888 | -7,403-8.24% | Reduce |
| Garner Asset Management Corp |
| 0.42% | 0.41% | #11 | $1.3M | 80,619 | $1.0M | 70,078 | +10,541+15.04% | Add |
| Triumph Capital Management |
| 0.23% | 0.24% | #21 | $1.3M | 79,978 | $1.2M | 77,243 | +2,735+3.54% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #112 | $1.3M | 79,774 | $1.2M | 78,264 | +1,510+1.93% | Add |
| High Net Worth Advisory Group LLC |
| 0.24% | 0.25% | #20 | $1.1M | 71,726 | $1.1M | 70,589 | +1,137+1.61% | Add |
| RiverFront Investment Group, LLC |
| 0.01% | 0.01% | #69 | $1.1M | 67,845 | $895,565 | 59,904 | +7,941+13.26% | Add |
| Solutions 4 Wealth, Ltd |
| 1.31% | 1.39% | #2 | $1.0M | 63,461 | $921,823 | 61,660 | +1,801+2.92% | Add |
| NWF Advisory Services Inc. |
| 0.09% | 0.1% | #35 | $923,904 | 57,780 | $910,158 | 60,880 | -3,100-5.09% | Reduce |
| Resurgent Financial Advisors LLC |
| 0.25% | 0.28% | #19 | $882,264 | 55,176 | $772,227 | 51,654 | +3,522+6.82% | Add |
| Dynamic Advisor Solutions LLC |
| 0.02% | 0.02% | #62 | $880,840 | 55,087 | $680,032 | 45,487 | +9,600+21.10% | Add |
