| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #52 | $29.4M | 1.1M | $23.3M | 1.1M | +16,561+1.50% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #90 | $20.5M | 783,330 | $16.1M | 699,989 | +83,341+11.91% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #70 | $20.0M | 766,484 | $15.3M | 727,726 | +38,758+5.33% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #69 | $15.0M | 575,046 | $12.1M | 574,303 | +743+0.13% | Add |
| OSAIC HOLDINGS, INC. |
| 0.02% | 0.02% | #37 | $14.8M | 566,894 | $10.9M | 516,209 | +50,685+9.82% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #97 | $12.6M | 482,590 | $10.4M | 492,949 | -10,359-2.10% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #85 | $12.6M | 481,270 | $9.7M | 459,165 | +22,105+4.81% | Add |
| GUGGENHEIM CAPITAL LLC |
| 0.08% | 0.06% | #24 | $12.2M | 467,325 | $7.9M | 376,843 | +90,482+24.01% | Add |
| Advisors Asset Management, Inc. |
| 0.18% | 0.16% | #12 | $11.7M | 449,226 | $9.8M | 467,421 | -18,195-3.89% | Reduce |
| Invesco Ltd. |
| <0.01% | <0.01% | #94 | $10.6M | 406,304 | $8.1M | 385,433 | +20,871+5.41% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #80 | $9.4M | 359,249 | $7.5M | 355,603 | +3,646+1.03% | Add |
| PRINCIPAL SECURITIES, INC. |
| 0.08% | 0.08% | #22 | $6.8M | 261,662 | $5.6M | 267,616 | -5,954-2.22% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #93 | $6.4M | 244,423 | $5.4M | 257,250 | -12,827-4.99% | Reduce |
| Wealthspire Retirement, LLC |
| 0.29% | 0.27% | #6 | $5.4M | 204,940 | $4.4M | 210,536 | -5,596-2.66% | Reduce |
| &PARTNERS |
| 0.02% | 0.01% | #38 | $3.7M | 139,858 | $2.9M | 137,227 | +2,631+1.92% | Add |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #64 | $3.5M | 132,384 | $2.7M | 127,203 | +5,181+4.07% | Add |
| GraniteShares Advisors LLC |
| 2.03% | 1.59% | #1 | $3.2M | 120,550 | $2.2M | 104,775 | +15,775+15.06% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.01% | 0.01% | #42 | $2.4M | 91,093 | $1.7M | 79,695 | +11,398+14.30% | Add |
| Capital Investment Advisory Services, LLC |
| 0.14% | 0.15% | #15 | $2.3M | 87,817 | $2.1M | 100,806 | -12,989-12.89% | Reduce |
| COHEN & STEERS, INC. |
| <0.01% | <0.01% | #67 | $2.2M | 85,487 | $1.8M | 85,487 | 00.00% | Unchanged |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #83 | $2.2M | 82,900 | $1.8M | 84,630 | -1,730-2.04% | Reduce |
| Arax Advisory Partners |
| 0.01% | — | #41 | $1.9M | 74,318 | $0 | 0 | +74,318 | New Buy |
| Global Retirement Partners, LLC |
| 0.03% | — | #32 | $1.7M | 64,990 | $0 | 0 | +64,990 | New Buy |
| one8zero8, LLC |
| 0.33% | 0.3% | #5 | $1.7M | 63,853 | $1.3M | 63,853 | 00.00% | Unchanged |
| TPG Advisors LLC |
| 0.87% | 0.81% | #3 | $1.6M | 60,956 | $1.3M | 62,001 | -1,045-1.69% | Reduce |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #109 | $1.6M | 60,289 | $1.2M | 57,776 | +2,513+4.35% | Add |
| FIRST TRUST ADVISORS LP |
| <0.01% | <0.01% | #96 | $1.4M | 53,118 | $1.1M | 54,215 | -1,097-2.02% | Reduce |
| PMG Family Office LLC |
| 1.27% | 1.22% | #2 | $1.4M | 52,795 | $1.1M | 51,907 | +888+1.71% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #87 | $1.4M | 51,999 | $1.1M | 52,912 | -913-1.73% | Reduce |
| Private Advisor Group, LLC |
| 0.01% | 0.01% | #58 | $1.2M | 46,498 | $1.3M | 61,208 | -14,710-24.03% | Reduce |
| Next Level Private LLC |
| 0.24% | 0.22% | #7 | $1.2M | 46,181 | $961,469 | 45,741 | +440+0.96% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #73 | $1.2M | 45,594 | $833,000 | 39,652 | +5,942+14.99% | Add |
| MPWM ADVISORY SOLUTIONS, LLC |
| 0.53% | 0.39% | #4 | $1.2M | 45,312 | $737,985 | 35,109 | +10,203+29.06% | Add |
| J.W. COLE ADVISORS, INC. |
| 0.02% | — | #35 | $1.1M | 43,708 | $0 | 0 | +43,708 | New Buy |
| Integrated Wealth Concepts LLC |
| <0.01% | <0.01% | #62 | $978,299 | 37,411 | $488,231 | 23,227 | +14,184+61.07% | Add |
| Compound Planning, Inc. |
| 0.03% | 0.02% | #33 | $964,752 | 36,893 | $806,653 | 38,376 | -1,483-3.86% | Reduce |
| CFO4Life Group, LLC |
| 0.13% | 0.11% | #16 | $928,970 | 35,525 | $742,446 | 35,321 | +204+0.58% | Add |
| MONEY CONCEPTS CAPITAL CORP |
| 0.04% | 0.04% | #28 | $861,259 | 32,935 | $680,153 | 32,357 | +578+1.79% | Add |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #74 | $854,155 | 32,664 | $805,233 | 38,308 | -5,644-14.73% | Reduce |
| Focus Partners Wealth |
| <0.01% | <0.01% | #98 | $777,293 | 29,723 | $3.1M | 148,535 | -118,812-79.99% | Reduce |
| CAPTRUST FINANCIAL ADVISORS |
| <0.01% | <0.01% | #91 | $709,116 | 27,117 | $386,121 | 18,369 | +8,748+47.62% | Add |
| REGIONS FINANCIAL CORP |
| <0.01% | <0.01% | #65 | $653,750 | 25,000 | $525,500 | 25,000 | 00.00% | Unchanged |
| Advisory Services Network, LLC |
| 0.01% | 0.01% | #53 | $644,102 | 24,631 | $543,474 | 25,855 | -1,224-4.73% | Reduce |
| Stonebridge Financial Group, LLC/CA |
| 0.09% | — | #20 | $642,192 | 24,558 | $0 | 0 | +24,558 | New Buy |
| Allworth Financial LP |
| <0.01% | <0.01% | #76 | $637,459 | 24,377 | $490,355 | 23,328 | +1,049+4.50% | Add |
| Wealthspire Advisors, LLC |
| <0.01% | <0.01% | #68 | $630,608 | 24,115 | $506,898 | 24,115 | 00.00% | Unchanged |
| Financial Security Advisor, Inc. |
| 0.1% | 0.09% | #18 | $628,164 | 24,022 | $503,274 | 23,943 | +79+0.33% | Add |
| DAVENPORT & Co LLC |
| <0.01% | <0.01% | #71 | $613,191 | 23,449 | $497,985 | 23,691 | -242-1.02% | Reduce |
| Tyche Wealth Partners LLC |
| 0.08% | 0.07% | #21 | $588,218 | 22,494 | $472,824 | 22,494 | 00.00% | Unchanged |
| Arkadios Wealth Advisors |
| 0.01% | — | #51 | $538,808 | 20,605 | $0 | 0 | +20,605 | New Buy |
