| BANK OF AMERICA CORP /DE/ |
| 0.09% | 0.08% | #333 | $1.42B | 10.7M | $1.10B | 9.9M | +755,589+7.62% | Add |
| LPL Financial LLC |
| 0.23% | 0.19% | #227 | $1.00B | 7.6M | $703.9M | 6.5M | +1.1M+16.25% | Add |
| MORGAN STANLEY |
| 0.05% | 0.03% | #399 | $959.7M | 7.2M | $477.6M | 5.0M | +2.3M+45.87% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.13% | 0.11% | #293 | $461.8M | 3.5M | $342.8M | 3.2M | +331,611+10.49% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.07% | 0.06% | #364 | $417.2M | 3.2M | $297.0M | 2.7M | +415,804+15.20% | Add |
| UBS Group AG |
| 0.04% | 0.04% | #416 | $336.8M | 2.5M | $276.7M | 2.5M | +14,948+0.59% | Add |
| ROYAL BANK OF CANADA |
| 0.03% | 0.03% | #434 | $220.4M | 1.7M | $175.1M | 1.6M | +60,075+3.75% | Add |
| MENORA MIVTACHIM HOLDINGS LTD. |
| 0.7% | — | #124 | $180.0M | 1.4M | $0 | 0 | +1.4M | New Buy |
| OSAIC HOLDINGS, INC. |
| 0.2% | 0.16% | #245 | $168.7M | 1.3M | $106.7M | 976,074 | +296,863+30.41% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.38% | 0.34% | #173 | $166.0M | 1.3M | $130.4M | 1.2M | +62,181+5.23% | Add |
| Cetera Investment Advisers |
| 0.14% | 0.12% | #278 | $158.5M | 1.2M | $113.2M | 1.1M | +145,589+13.77% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.03% | 0.03% | #436 | $133.4M | 1.0M | $104.9M | 970,284 | +39,495+4.07% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.14% | 0.1% | #282 | $107.6M | 809,887 | $73.4M | 668,253 | +141,634+21.19% | Add |
| STIFEL FINANCIAL CORP |
| 0.08% | 0.06% | #351 | $98.5M | 747,585 | $69.8M | 654,970 | +92,615+14.14% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.04% | 0.04% | #410 | $82.4M | 623,389 | $59.4M | 543,745 | +79,644+14.65% | Add |
| Kestra Advisory Services, LLC |
| 0.26% | 0.26% | #206 | $80.8M | 607,113 | $68.4M | 619,827 | -12,714-2.05% | Reduce |
| Parcion Private Wealth LLC |
| 2.52% | 3.54% | #39 | $66.6M | 499,778 | $57.2M | 516,187 | -16,409-3.18% | Reduce |
| HighTower Advisors, LLC |
| 0.06% | 0.05% | #382 | $59.2M | 444,582 | $49.6M | 447,548 | -2,966-0.66% | Reduce |
| MML INVESTORS SERVICES, LLC |
| 0.12% | 0.11% | #298 | $58.6M | 443,858 | $40.0M | 372,201 | +71,657+19.25% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.01% | 0.01% | #492 | $56.9M | 427,150 | $28.9M | 261,178 | +165,972+63.55% | Add |
| Proficio Capital Partners LLC |
| 1.6% | 1.3% | #71 | $44.5M | 333,906 | $24.3M | 219,481 | +114,425+52.13% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.59% | 0.49% | #139 | $43.5M | 327,927 | $31.9M | 290,769 | +37,158+12.78% | Add |
| Equitable Holdings, Inc. |
| 0.26% | 0.19% | #210 | $42.8M | 323,891 | $30.0M | 305,767 | +18,124+5.93% | Add |
| Rockefeller Capital Management L.P. |
| 0.07% | 0.06% | #367 | $42.6M | 319,957 | $32.8M | 295,722 | +24,235+8.20% | Add |
| Janney Montgomery Scott LLC |
| 0.08% | 0.08% | #349 | $42.6M | 322,047 | $31.2M | 288,687 | +33,360+11.56% | Add |
| Mirae Asset Global Investments Co., Ltd. |
| 0.06% | 0.04% | #385 | $38.1M | 286,000 | $15.5M | 140,000 | +146,000+104.29% | Add |
| Sanctuary Advisors, LLC |
| 0.16% | 0.17% | #269 | $34.3M | 257,146 | $30.7M | 277,294 | -20,148-7.27% | Reduce |
| NewEdge Advisors, LLC |
| 0.1% | 0.08% | #318 | $34.1M | 255,642 | $23.2M | 209,603 | +46,039+21.96% | Add |
| FIL Ltd |
| 0.02% | 0.01% | #456 | $33.4M | 250,947 | $14.7M | 132,522 | +118,425+89.36% | Add |
| BNP PARIBAS FINANCIAL MARKETS |
| 0.02% | 0.03% | #474 | $33.4M | 250,356 | $55.5M | 500,900 | -250,544-50.02% | Reduce |
| Comprehensive Wealth Management, LLC |
| 14.96% | 12.61% | #1 | $32.7M | 245,734 | $24.9M | 225,184 | +20,550+9.13% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #570 | $32.6M | 247,765 | $23.0M | 217,073 | +30,692+14.14% | Add |
| Next Level Private LLC |
| 6.11% | 5.57% | #9 | $31.2M | 234,279 | $24.7M | 222,741 | +11,538+5.18% | Add |
| Private Advisor Group, LLC |
| 0.14% | 0.14% | #279 | $30.9M | 232,346 | $30.4M | 278,162 | -45,816-16.47% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.14% | 0.07% | #280 | $28.6M | 218,407 | $9.0M | 87,215 | +131,192+150.42% | Add |
| TRUIST FINANCIAL CORP |
| 0.03% | 0.03% | #432 | $28.1M | 211,790 | $22.1M | 201,848 | +9,942+4.93% | Add |
| SAGE PRIVATE WEALTH GROUP, LLC |
| 12.37% | 11% | #2 | $27.5M | 206,553 | $21.9M | 197,355 | +9,198+4.66% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.13% | 0.09% | #287 | $26.3M | 199,372 | $17.5M | 162,578 | +36,794+22.63% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.4% | 0.37% | #168 | $25.4M | 190,671 | $20.1M | 181,775 | +8,896+4.89% | Add |
| OPPENHEIMER & CO INC |
| 0.27% | 0.22% | #201 | $25.3M | 190,311 | $18.4M | 167,529 | +22,782+13.60% | Add |
| TRUE Private Wealth Advisors |
| 2.18% | 0.12% | #49 | $25.2M | 189,260 | $1.3M | 11,421 | +177,839+1,557.12% | Add |
| Arkadios Wealth Advisors |
| 0.36% | 0.19% | #182 | $23.7M | 177,746 | $11.6M | 105,122 | +72,624+69.09% | Add |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD |
| 0.97% | 1.29% | #98 | $23.7M | 177,688 | $19.7M | 177,688 | 00.00% | Unchanged |
| Presidio Capital Management, LLC |
| 5.82% | 4.76% | #11 | $23.3M | 174,591 | $16.4M | 148,090 | +26,501+17.90% | Add |
| Gateway Wealth Partners, LLC |
| 1.35% | 0.18% | #82 | $22.6M | 169,840 | $4.7M | 44,610 | +125,230+280.72% | Add |
| Baird Financial Group, Inc. |
| 0.03% | 0.02% | #441 | $21.4M | 166,478 | $11.1M | 108,885 | +57,593+52.89% | Add |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| 1.01% | 0.04% | #95 | $21.3M | 159,600 | $629,475 | 5,706 | +153,894+2,697.06% | Add |
| Stratos Wealth Partners, LTD. |
| 0.21% | 0.17% | #240 | $20.6M | 155,128 | $15.2M | 137,660 | +17,468+12.69% | Add |
| Concurrent Investment Advisors, LLC |
| 0.17% | 0.15% | #256 | $20.4M | 157,816 | $14.2M | 140,867 | +16,949+12.03% | Add |
| ECLECTIC ASSOCIATES INC /ADV |
| 2.29% | 2.05% | #44 | $20.2M | 158,288 | $15.4M | 159,243 | -955-0.60% | Reduce |
