| LPL Financial LLC |
| 0.29% | 0.29% | #200 | $1.29B | 29.8M | $1.11B | 28.2M | +1.6M+5.54% | Add |
| MORGAN STANLEY |
| 0.04% | 0.04% | #415 | $796.6M | 18.5M | $677.4M | 17.8M | +649,179+3.64% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.18% | 0.19% | #270 | $664.0M | 15.4M | $604.3M | 15.3M | +66,170+0.43% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.09% | 0.09% | #340 | $572.0M | 13.3M | $497.7M | 12.6M | +635,315+5.03% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.03% | 0.03% | #445 | $428.9M | 9.9M | $373.1M | 9.5M | +478,207+5.05% | Add |
| Cetera Investment Advisers |
| 0.34% | 0.35% | #180 | $373.5M | 8.7M | $328.1M | 8.3M | +326,098+3.92% | Add |
| ROYAL BANK OF CANADA |
| 0.04% | 0.05% | #412 | $292.2M | 6.8M | $263.1M | 6.7M | +101,046+1.51% | Add |
| UBS Group AG |
| 0.04% | 0.04% | #425 | $289.6M | 6.7M | $248.0M | 6.3M | +424,879+6.76% | Add |
| Capital Investment Advisors, LLC |
| 2.69% | 2.64% | #33 | $204.1M | 4.7M | $180.4M | 4.6M | +155,699+3.40% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.05% | 0.05% | #402 | $203.6M | 4.7M | $186.3M | 4.7M | -38,082-0.80% | Reduce |
| STIFEL FINANCIAL CORP |
| 0.17% | 0.17% | #281 | $199.7M | 4.6M | $181.7M | 4.6M | +3,503+0.08% | Add |
| HARBOUR INVESTMENTS, INC. |
| 2.37% | 2.35% | #45 | $175.9M | 4.1M | $152.5M | 3.9M | +210,200+5.44% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.2% | 0.19% | #258 | $158.4M | 3.7M | $137.0M | 3.5M | +197,821+5.69% | Add |
| OSAIC HOLDINGS, INC. |
| 0.18% | 0.17% | #272 | $150.5M | 3.5M | $114.9M | 2.9M | +569,890+19.54% | Add |
| PARK NATIONAL CORP /OH/ |
| 4.87% | 4.18% | #10 | $136.7M | 3.5M | $136.9M | 3.5M | -5,819-0.17% | Reduce |
| HighTower Advisors, LLC |
| 0.13% | 0.12% | #311 | $136.5M | 3.2M | $117.3M | 3.0M | +190,700+6.41% | Add |
| TRUIST FINANCIAL CORP |
| 0.16% | 0.15% | #287 | $132.5M | 3.1M | $109.2M | 2.8M | +298,123+10.76% | Add |
| LVZ, Inc. |
| 11.85% | 12.03% | #2 | $116.7M | 2.7M | $105.4M | 2.7M | +29,776+1.11% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.06% | 0.06% | #377 | $111.0M | 2.6M | $98.5M | 2.5M | +75,103+3.01% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.25% | 0.3% | #224 | $106.9M | 2.5M | $116.4M | 3.0M | -482,741-16.31% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| 0.03% | 0.03% | #436 | $79.2M | 1.8M | $58.3M | 1.5M | +334,016+22.19% | Add |
| BLAIR WILLIAM & CO/IL |
| 0.2% | 0.17% | #256 | $77.3M | 1.8M | $58.4M | 1.5M | +311,654+21.05% | Add |
| Kestra Advisory Services, LLC |
| 0.25% | 0.26% | #222 | $77.2M | 1.8M | $68.6M | 1.7M | +48,689+2.80% | Add |
| Baird Financial Group, Inc. |
| 0.1% | 0.1% | #330 | $75.9M | 1.8M | $66.6M | 1.7M | +71,063+4.21% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.15% | 0.15% | #294 | $73.3M | 1.7M | $54.5M | 1.4M | +318,083+23.02% | Add |
| Southern Financial Group, LLC |
| 14.41% | 14.36% | #1 | $56.4M | 1.3M | $51.4M | 1.3M | +4,932+0.38% | Add |
| Private Advisor Group, LLC |
| 0.25% | 0.27% | #218 | $55.3M | 1.3M | $57.0M | 1.4M | -162,058-11.22% | Reduce |
| NewEdge Advisors, LLC |
| 0.16% | 0.14% | #282 | $54.8M | 1.3M | $39.2M | 994,542 | +275,316+27.68% | Add |
| Rockefeller Capital Management L.P. |
| 0.08% | 0.09% | #357 | $50.2M | 1.2M | $50.6M | 1.3M | -117,740-9.18% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.24% | 0.26% | #229 | $48.6M | 1.1M | $32.2M | 820,846 | +303,671+36.99% | Add |
| Janney Montgomery Scott LLC |
| 0.09% | 0.1% | #345 | $45.7M | 1.1M | $39.9M | 1.0M | +43,153+4.25% | Add |
| Prospera Financial Services Inc |
| 0.64% | 0.79% | #129 | $44.3M | 1.0M | $49.3M | 1.3M | -233,143-18.52% | Reduce |
| MGO ONE SEVEN LLC |
| 0.72% | 0.15% | #121 | $43.7M | 1.0M | $7.3M | 187,979 | +823,600+438.13% | Add |
| D.A. DAVIDSON & CO. |
| 0.22% | 0.19% | #237 | $40.5M | 938,234 | $31.8M | 808,582 | +129,652+16.03% | Add |
| Arax Advisory Partners |
| 0.26% | 0.87% | #213 | $39.3M | 906,036 | $30.9M | 796,682 | +109,354+13.73% | Add |
| JSF Financial, LLC |
| 6.05% | 6.89% | #8 | $38.2M | 886,168 | $35.2M | 891,631 | -5,463-0.61% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.06% | 0.05% | #375 | $37.2M | 870,714 | $22.7M | 571,011 | +299,703+52.49% | Add |
| Western Wealth Management, LLC |
| 1.19% | 1.29% | #83 | $36.4M | 842,589 | $33.7M | 854,484 | -11,895-1.39% | Reduce |
| GW HENSSLER & ASSOCIATES LTD |
| 1.33% | 1.27% | #78 | $29.8M | 690,450 | $27.0M | 685,207 | +5,243+0.77% | Add |
| Decker Wealth Management LLC |
| 5.96% | 5.62% | #9 | $28.1M | 650,826 | $24.8M | 628,685 | +22,141+3.52% | Add |
| Csenge Advisory Group |
| 1.14% | 0.33% | #89 | $28.1M | 650,365 | $7.2M | 183,235 | +467,130+254.93% | Add |
| Sanctuary Advisors, LLC |
| 0.13% | 0.13% | #314 | $27.9M | 646,548 | $24.5M | 623,059 | +23,489+3.77% | Add |
| Private Wealth Asset Management, LLC |
| 2.67% | 2.15% | #35 | $27.7M | 639,969 | $20.1M | 510,590 | +129,379+25.34% | Add |
| FIRST TRUST ADVISORS LP |
| 0.02% | 0.02% | #478 | $27.6M | 640,748 | $21.4M | 542,140 | +98,608+18.19% | Add |
| Blue Chip Partners, LLC |
| 1.7% | 1.72% | #65 | $26.9M | 623,257 | $24.0M | 607,551 | +15,706+2.59% | Add |
| Aptus Capital Advisors, LLC |
| 0.18% | 0.18% | #271 | $25.9M | 600,057 | $22.8M | 578,589 | +21,468+3.71% | Add |
| Trilogy Capital Inc. |
| 0.98% | 0.98% | #98 | $25.2M | 583,903 | $22.2M | 562,650 | +21,253+3.78% | Add |
| GUARDIAN WEALTH ADVISORS, LLC / NC |
| 1.38% | 1.36% | #77 | $24.7M | 571,663 | $21.6M | 547,352 | +24,311+4.44% | Add |
| Summit Financial, LLC |
| 0.26% | 0.27% | #215 | $23.5M | 543,993 | $21.0M | 532,862 | +11,131+2.09% | Add |
| Equitable Holdings, Inc. |
| 0.14% | 0.13% | #301 | $23.3M | 539,195 | $20.6M | 537,002 | +2,193+0.41% | Add |
