| BANK OF AMERICA CORP /DE/ |
| 0.02% | 0.02% | #173 | $237.7M | 6.2M | $209.6M | 5.9M | +240,700+4.07% | Add |
| Americana Partners, LLC |
| 3.02% | 2.29% | #13 | $133.9M | 3.5M | $88.0M | 2.5M | +986,016+39.67% | Add |
| LPL Financial LLC |
| 0.02% | 0.02% | #169 | $81.2M | 2.1M | $80.8M | 2.3M | -182,185-7.97% | Reduce |
| Kingsview Wealth Management, LLC |
| 1.35% | 1.05% | #24 | $76.8M | 2.2M | $76.8M | 2.2M | 00.00% | Unchanged |
| Orion Porfolio Solutions, LLC |
| 0.54% | 0.59% | #42 | $71.0M | 1.8M | $68.8M | 1.9M | -107,833-5.54% | Reduce |
| Chicago Partners Investment Group LLC |
| 0.84% | 1.04% | #34 | $42.2M | 1.1M | $46.7M | 1.3M | -173,304-13.58% | Reduce |
| Liberty Atlantic Advisors LLC |
| 18.96% | 19.32% | #1 | $26.3M | 682,497 | $22.6M | 637,906 | +44,591+6.99% | Add |
| ATTICUS WEALTH MANAGEMENT, LLC |
| 5.92% | 0.17% | #7 | $24.9M | 644,710 | $641,382 | 18,113 | +626,597+3,459.38% | Add |
| WETZEL INVESTMENT ADVISORS, INC. |
| 8.44% | 6.9% | #3 | $24.4M | 631,184 | $17.3M | 489,437 | +141,747+28.96% | Add |
| Brookstone Capital Management |
| 0.24% | 0.16% | #65 | $24.3M | 630,487 | $14.3M | 403,720 | +226,767+56.17% | Add |
| VanWeelden Wealth Management, LLC |
| 16.19% | 4.59% | #2 | $21.8M | 564,622 | $5.8M | 162,414 | +402,208+247.64% | Add |
| Delta Investment Management, LLC |
| 3.52% | 3.54% | #11 | $21.4M | 554,025 | $19.8M | 558,310 | -4,285-0.77% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.02% | 0.03% | #156 | $21.1M | 545,429 | $20.4M | 576,607 | -31,178-5.41% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | <0.01% | #199 | $20.0M | 518,730 | $15.3M | 432,361 | +86,369+19.98% | Add |
| Rothschild Wealth LLC |
| 1.33% | 1.19% | #25 | $16.7M | 432,556 | $13.2M | 372,737 | +59,819+16.05% | Add |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| 0.08% | — | #114 | $14.8M | 384,276 | $0 | 0 | +384,276 | New Buy |
| HighTower Advisors, LLC |
| 0.01% | 0.01% | #174 | $14.7M | 379,876 | $12.9M | 363,843 | +16,033+4.41% | Add |
| PRINCIPAL SECURITIES, INC. |
| 0.16% | — | #84 | $13.7M | 354,662 | $0 | 0 | +354,662 | New Buy |
| Rockefeller Capital Management L.P. |
| 0.02% | 0.02% | #168 | $12.0M | 311,487 | $9.5M | 268,650 | +42,837+15.95% | Add |
| Southland Equity Partners LLC |
| 2.06% | 2.16% | #19 | $11.7M | 304,474 | $11.1M | 313,667 | -9,193-2.93% | Reduce |
| Private Advisor Group, LLC |
| 0.05% | 0.04% | #134 | $10.8M | 280,125 | $7.7M | 218,030 | +62,095+28.48% | Add |
| AE Wealth Management LLC |
| 0.05% | 0.05% | #133 | $10.8M | 278,719 | $8.8M | 247,244 | +31,475+12.73% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.02% | 0.02% | #163 | $10.2M | 263,568 | $8.8M | 248,541 | +15,027+6.05% | Add |
| Envestnet Portfolio Solutions, Inc. |
| 0.05% | — | #137 | $10.0M | 258,979 | $0 | 0 | +258,979 | New Buy |
| ELEVATION POINT WEALTH PARTNERS, LLC |
| 0.18% | — | #78 | $9.9M | 255,636 | $0 | 0 | +255,636 | New Buy |
| Vestmark Advisory Solutions, Inc. |
| 0.09% | — | #106 | $9.9M | 255,376 | $0 | 0 | +255,376 | New Buy |
| Stratos Wealth Partners, LTD. |
| 0.1% | 0.08% | #104 | $9.8M | 254,078 | $7.4M | 209,621 | +44,457+21.21% | Add |
| Pinnacle Wealth Management Group, Inc. |
| 4.45% | 4.24% | #9 | $9.5M | 247,451 | $8.6M | 244,025 | +3,426+1.40% | Add |
| CCG WEALTH MANAGEMENT, LLC |
| 2.19% | 2.46% | #17 | $9.4M | 244,326 | $9.1M | 255,746 | -11,420-4.47% | Reduce |
| Pallas Capital Advisors LLC |
| 0.29% | 0.31% | #57 | $9.4M | 244,389 | $8.3M | 235,419 | +8,970+3.81% | Add |
| NewCorp Financial Services, Inc. |
| 7.14% | 7% | #4 | $9.3M | 241,758 | $8.1M | 228,117 | +13,641+5.98% | Add |
| WINNACLE WEALTH LLC |
| 6.28% | 6.64% | #5 | $9.2M | 239,310 | $8.6M | 242,979 | -3,669-1.51% | Reduce |
| RPg Family Wealth Advisory, LLC |
| 1.88% | 1.69% | #20 | $9.1M | 235,026 | $8.1M | 229,090 | +5,936+2.59% | Add |
| NewEdge Advisors, LLC |
| 0.03% | 0.02% | #154 | $8.6M | 221,852 | $4.8M | 136,113 | +85,739+62.99% | Add |
| Snowden Capital Advisors LLC |
| 0.2% | 0.2% | #74 | $8.4M | 216,783 | $7.4M | 209,196 | +7,587+3.63% | Add |
| VISIONARY HORIZONS, LLC |
| 3.39% | 3.39% | #12 | $8.1M | 210,051 | $6.9M | 194,950 | +15,101+7.75% | Add |
| Perennial Investment Advisors, LLC |
| 0.53% | 0.57% | #45 | $8.0M | 208,597 | $7.2M | 202,013 | +6,584+3.26% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | — | #217 | $7.8M | 202,875 | $0 | 0 | +202,875 | New Buy |
| Global Retirement Partners, LLC |
| 0.12% | — | #96 | $7.6M | 197,140 | $0 | 0 | +197,140 | New Buy |
| ATX Financial Planning, LLC |
| 5.56% | 5.54% | #8 | $7.3M | 206,074 | $7.3M | 206,074 | 00.00% | Unchanged |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ |
| 1.01% | 1.07% | #27 | $7.2M | 187,861 | $6.7M | 190,316 | -2,455-1.29% | Reduce |
| Triumph Capital Management |
| 1.3% | 1.31% | #26 | $7.2M | 186,151 | $6.4M | 181,377 | +4,774+2.63% | Add |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.01% | 0.01% | #184 | $7.1M | 185,103 | $6.1M | 172,342 | +12,761+7.40% | Add |
| Capital Analysts, LLC |
| 0.15% | 0.18% | #86 | $6.7M | 173,211 | $6.4M | 173,051 | +160+0.09% | Add |
| INDEPENDENT FINANCIAL GROUP, LLC |
| 0.12% | — | #95 | $6.5M | 168,868 | $0 | 0 | +168,868 | New Buy |
| Tradition Wealth Management, LLC |
| 0.39% | — | #51 | $6.4M | 165,630 | $0 | 0 | +165,630 | New Buy |
| Visionary Wealth Advisors |
| 0.25% | 0.25% | #64 | $6.3M | 163,500 | $5.7M | 160,126 | +3,374+2.11% | Add |
| HFG Wealth Management, LLC |
| 6.24% | 6.39% | #6 | $6.2M | 160,726 | $11.6M | 328,552 | -167,826-51.08% | Reduce |
| OneDigital Investment Advisors LLC |
| 0.05% | 0.04% | #132 | $6.0M | 155,009 | $3.7M | 104,543 | +50,466+48.27% | Add |
| Ausdal Financial Partners, Inc. |
| 0.23% | 0.22% | #68 | $5.8M | 150,605 | $5.0M | 142,469 | +8,136+5.71% | Add |
