| LPL Financial LLC |
| 0.12% | 0.1% | #197 | $519.1M | 9.2M | $379.0M | 7.6M | +1.6M+20.53% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.03% | 0.02% | #317 | $400.4M | 7.1M | $240.6M | 4.8M | +2.2M+45.81% | Add |
| Requisite Capital Management, LLC |
| 36.49% | 36.14% | #1 | $221.3M | 3.9M | $194.0M | 3.9M | -17,678-0.45% | Reduce |
| WELLS FARGO & COMPANY/MN |
| 0.03% | 0.02% | #295 | $203.7M | 3.6M | $123.8M | 2.5M | +1.1M+44.36% | Add |
| HighTower Advisors, LLC |
| 0.19% | 0.17% | #156 | $193.8M | 3.4M | $159.5M | 3.2M | +206,207+6.45% | Add |
| GOLDMAN SACHS GROUP INC |
| 0.01% | 0.01% | #353 | $142.0M | 2.5M | $113.3M | 2.3M | +185,851+7.96% | Add |
| MISSION WEALTH MANAGEMENT, LP |
| 1.54% | 0.62% | #45 | $126.8M | 2.3M | $30.0M | 600,462 | +1.7M+278.93% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.03% | 0.02% | #290 | $125.4M | 2.2M | $74.7M | 1.5M | +718,247+48.01% | Add |
| Cornerstone Advisory, LLC |
| 8.21% | 7.84% | #8 | $99.0M | 1.8M | $82.8M | 1.7M | +121,964+7.37% | Add |
| UBS Group AG |
| 0.01% | 0.01% | #357 | $92.8M | 1.6M | $49.4M | 993,234 | +618,814+62.30% | Add |
| CAPITAL ADVISORS INC/OK |
| 1.3% | — | #51 | $88.1M | 1.6M | $0 | 0 | +1.6M | New Buy |
| Cerity Partners LLC |
| 0.09% | 0.09% | #217 | $78.5M | 1.4M | $62.1M | 1.2M | +115,050+9.22% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.1% | 0.08% | #215 | $75.7M | 1.3M | $57.1M | 1.1M | +194,243+16.95% | Add |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #360 | $75.5M | 1.3M | $47.3M | 950,720 | +357,575+37.61% | Add |
| SK Wealth Management, LLC |
| 13.04% | 12.69% | #3 | $57.9M | 1.0M | $45.8M | 909,777 | +116,882+12.85% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #354 | $52.0M | 923,868 | $46.5M | 932,805 | -8,937-0.96% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.06% | 0.04% | #252 | $51.4M | 925,034 | $29.3M | 589,953 | +335,081+56.80% | Add |
| Eaton Financial Holdings Company, LLC |
| 14% | 14.54% | #2 | $51.0M | 916,992 | $44.4M | 887,498 | +29,494+3.32% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.01% | — | #363 | $48.8M | 870,623 | $0 | 0 | +870,623 | New Buy |
| Modern Wealth Management, LLC |
| 0.57% | 0.54% | #92 | $48.1M | 862,415 | $31.8M | 635,651 | +226,764+35.67% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #396 | $44.1M | 743,204 | $2.3M | 46,268 | +696,936+1,506.30% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.02% | 0.02% | #324 | $42.9M | 758,187 | $29.1M | 583,919 | +174,268+29.84% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.07% | 0.07% | #242 | $41.6M | 723,634 | $33.1M | 665,260 | +58,374+8.77% | Add |
| Cetera Investment Advisers |
| 0.04% | 0.02% | #287 | $39.1M | 686,399 | $21.7M | 435,535 | +250,864+57.60% | Add |
| Equitable Holdings, Inc. |
| 0.21% | 0.18% | #150 | $34.5M | 608,915 | $27.3M | 516,255 | +92,660+17.95% | Add |
| GGM Financial LLC |
| 11.97% | 9.27% | #4 | $31.6M | 532,394 | $20.1M | 407,017 | +125,377+30.80% | Add |
| Ellis Investment Partners, LLC |
| 4.43% | 4.21% | #14 | $29.2M | 509,363 | $24.3M | 487,738 | +21,625+4.43% | Add |
| KINTRA WEALTH, LLC |
| 1.5% | 1.59% | #47 | $28.8M | 508,239 | $22.5M | 450,196 | +58,043+12.89% | Add |
| WNY Asset Management, LLC |
| 2.31% | 2.25% | #33 | $25.8M | 460,259 | $21.7M | 435,001 | +25,258+5.81% | Add |
| EP Wealth Advisors, LLC |
| 0.1% | 0.05% | #214 | $25.5M | 436,393 | $10.8M | 216,889 | +219,504+101.21% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #403 | $25.4M | 434,171 | $20.2M | 407,854 | +26,317+6.45% | Add |
| MGO ONE SEVEN LLC |
| 0.42% | 0.2% | #108 | $25.2M | 439,246 | $9.9M | 199,409 | +239,837+120.27% | Add |
| TRUIST FINANCIAL CORP |
| 0.03% | 0.02% | #304 | $24.6M | 427,762 | $17.5M | 352,472 | +75,290+21.36% | Add |
| CHILDRESS CAPITAL ADVISORS, LLC |
| 3.97% | 2.71% | #17 | $24.2M | 430,665 | $15.0M | 300,434 | +130,231+43.35% | Add |
| ELEVATION POINT WEALTH PARTNERS, LLC |
| 0.44% | 0.01% | #101 | $24.0M | 416,328 | $315,752 | 6,310 | +410,018+6,497.91% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.23% | <0.01% | #141 | $24.0M | 415,890 | $315,752 | 6,310 | +409,580+6,490.97% | Add |
| Graney & King, LLC |
| 8.48% | 10.7% | #7 | $23.6M | 422,944 | $19.9M | 396,958 | +25,986+6.55% | Add |
| Markowski Investments |
| 4.95% | — | #13 | $22.5M | 390,675 | $0 | 0 | +390,675 | New Buy |
| Kestra Advisory Services, LLC |
| 0.07% | 0.06% | #236 | $22.2M | 390,699 | $16.4M | 328,186 | +62,513+19.05% | Add |
| Wick Capital Partners, LLC |
| 3% | 3.03% | #24 | $20.2M | 354,628 | $16.6M | 333,671 | +20,957+6.28% | Add |
| Capital Analysts, LLC |
| 0.46% | 0.04% | #99 | $20.2M | 359,388 | $1.4M | 27,204 | +332,184+1,221.09% | Add |
| Mason & Associates Inc |
| 3.02% | 3.12% | #23 | $18.7M | 329,733 | $16.1M | 332,403 | -2,670-0.80% | Reduce |
| PATTEN & PATTEN INC/TN |
| 0.98% | 0.96% | #63 | $18.6M | 316,235 | $15.9M | 320,687 | -4,452-1.39% | Reduce |
| Rockefeller Capital Management L.P. |
| 0.03% | 0.02% | #312 | $18.1M | 321,101 | $13.8M | 275,671 | +45,430+16.48% | Add |
| Navis Wealth Advisors, LLC |
| 6.4% | 2.38% | #10 | $16.9M | 294,706 | $4.7M | 93,827 | +200,879+214.10% | Add |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #349 | $16.1M | 282,989 | $10.5M | 210,673 | +72,316+34.33% | Add |
| Sanctuary Advisors, LLC |
| 0.07% | 0.02% | #228 | $16.1M | 281,968 | $3.4M | 71,073 | +210,895+296.73% | Add |
| NewEdge Advisors, LLC |
| 0.05% | 0.04% | #264 | $15.8M | 310,986 | $10.1M | 218,616 | +92,370+42.25% | Add |
| Hilton Capital Management, LLC |
| 1.08% | 1.07% | #57 | $15.8M | 284,593 | $14.1M | 282,772 | +1,821+0.64% | Add |
| Bensler, LLC |
| 1.24% | 1.18% | #53 | $14.1M | 237,081 | $11.4M | 230,472 | +6,609+2.87% | Add |
