| PRINCIPAL FINANCIAL GROUP INC |
| 1.18% | 1.04% | #6 | $2.39B | 32.3M | $1.94B | 30.2M | +2.1M+7.11% | Add |
| PRINCIPAL SECURITIES, INC. |
| 4.31% | 4.47% | #3 | $357.6M | 4.8M | $304.6M | 4.7M | +86,567+1.83% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.08% | 0.08% | #21 | $339.2M | 4.6M | $288.4M | 4.5M | +91,195+2.03% | Add |
| LPL Financial LLC |
| 0.02% | 0.02% | #36 | $79.3M | 1.1M | $69.2M | 1.1M | -6,281-0.58% | Reduce |
| WELLS FARGO & COMPANY/MN |
| 0.01% | 0.01% | #42 | $76.2M | 1.0M | $63.4M | 986,527 | +41,928+4.25% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #57 | $51.3M | 691,776 | $44.5M | 652,172 | +39,604+6.07% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #39 | $47.1M | 635,412 | $40.8M | 635,132 | +280+0.04% | Add |
| Integrated Wealth Concepts LLC |
| 0.17% | 0.13% | #15 | $35.0M | 472,316 | $16.6M | 258,390 | +213,926+82.79% | Add |
| Oasis Advisors, LLC |
| 13.02% | 10.43% | #1 | $20.1M | 270,674 | $455.4M | 7.1M | -6.8M-96.20% | Reduce |
| Segment Wealth Management, LLC |
| 1.03% | 0.96% | #9 | $19.8M | 267,031 | $16.4M | 254,893 | +12,138+4.76% | Add |
| Symphony Financial Services, Inc. |
| 8.32% | 8.01% | #2 | $18.5M | 249,857 | $15.6M | 242,619 | +7,238+2.98% | Add |
| Golden State Wealth Management, LLC |
| 1.44% | 1.47% | #5 | $15.8M | 213,613 | $13.5M | 209,703 | +3,910+1.86% | Add |
| OSAIC HOLDINGS, INC. |
| 0.02% | 0.01% | #34 | $15.6M | 210,429 | $7.7M | 120,191 | +90,238+75.08% | Add |
| NewEdge Advisors, LLC |
| 0.04% | 0.07% | #24 | $14.8M | 199,956 | $19.3M | 300,827 | -100,871-33.53% | Reduce |
| MERCER GLOBAL ADVISORS INC /ADV |
| 0.02% | 0.02% | #37 | $13.8M | 185,788 | $12.3M | 191,884 | -6,096-3.18% | Reduce |
| EP Wealth Advisors, LLC |
| 0.04% | 0.04% | #28 | $9.7M | 130,890 | $8.3M | 129,107 | +1,783+1.38% | Add |
| Ameritas Advisory Services, LLC |
| 0.14% | — | #17 | $6.8M | 91,983 | $0 | 0 | +91,983 | New Buy |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #70 | $6.2M | 83,874 | $5.0M | 79,794 | +4,080+5.11% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #65 | $5.6M | 75,946 | $7.5M | 117,374 | -41,428-35.30% | Reduce |
| US BANCORP \DE\ |
| <0.01% | <0.01% | #49 | $4.5M | 60,915 | $3.5M | 53,715 | +7,200+13.40% | Add |
| &PARTNERS |
| 0.02% | 0.02% | #33 | $4.5M | 60,528 | $3.8M | 59,289 | +1,239+2.09% | Add |
| MCDONALD PARTNERS LLC |
| 1.08% | 0.42% | #8 | $4.4M | 59,997 | $1.8M | 27,909 | +32,088+114.97% | Add |
| Wealth Advisors of Iowa, LLC |
| 1.14% | 1.23% | #7 | $4.2M | 56,564 | $4.0M | 61,659 | -5,095-8.26% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #48 | $4.2M | 56,399 | $8.0M | 124,879 | -68,480-54.84% | Reduce |
| Capital Investment Advisory Services, LLC |
| 0.24% | 0.25% | #14 | $3.9M | 53,134 | $3.4M | 52,815 | +319+0.60% | Add |
| Smartleaf Asset Management LLC |
| 0.11% | 0.11% | #19 | $3.4M | 46,610 | $2.9M | 46,610 | 00.00% | Unchanged |
| GREENWOOD CAPITAL ASSOCIATES LLC |
| 0.32% | 0.25% | #12 | $3.3M | 43,879 | $2.3M | 35,210 | +8,669+24.62% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #56 | $3.2M | 42,953 | $2.4M | 37,930 | +5,023+13.24% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #45 | $3.1M | 41,439 | $2.6M | 39,837 | +1,602+4.02% | Add |
| Jackson Wealth Management, LLC |
| 0.29% | 0.28% | #13 | $2.7M | 42,599 | $2.7M | 42,599 | 00.00% | Unchanged |
| CreativeOne Wealth, LLC |
| 0.06% | 0.05% | #22 | $2.7M | 36,761 | $2.3M | 36,463 | +298+0.82% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #47 | $2.7M | 36,317 | $2.3M | 35,533 | +784+2.21% | Add |
| PMG Wealth Management, Inc. |
| 1.53% | 1.52% | #4 | $2.5M | 33,505 | $2.1M | 32,931 | +574+1.74% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #74 | $2.1M | 28,128 | $1.1M | 17,050 | +11,078+64.97% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #64 | $1.8M | 24,337 | $1.8M | 28,764 | -4,427-15.39% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #55 | $1.8M | 23,845 | $1.5M | 23,843 | +2+0.01% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #78 | $1.7M | 23,121 | $787,500 | 12,245 | +10,876+88.82% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #61 | $1.6M | 21,997 | $1.4M | 22,025 | -28-0.13% | Reduce |
| Private Advisor Group, LLC |
| 0.01% | <0.01% | #44 | $1.6M | 21,234 | $318,692 | 4,955 | +16,279+328.54% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #73 | $1.5M | 19,843 | $1.4M | 21,804 | -1,961-8.99% | Reduce |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #50 | $1.4M | 19,269 | $1.3M | 19,992 | -723-3.62% | Reduce |
| Qube Research & Technologies Ltd |
| <0.01% | — | #62 | $1.3M | 16,989 | $0 | 0 | +16,989 | New Buy |
| Prospera Financial Services Inc |
| 0.02% | 0.02% | #35 | $1.3M | 16,938 | $1.1M | 16,928 | +10+0.06% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #79 | $1.2M | 16,730 | $0 | 0 | +16,730 | New Buy |
| CITIZENS FINANCIAL GROUP INC/RI |
| 0.01% | 0.01% | #38 | $1.2M | 16,370 | $1.0M | 16,198 | +172+1.06% | Add |
| Richmond Investment Services, LLC |
| 0.37% | 0.33% | #11 | $1.2M | 15,765 | $2.0M | 31,877 | -16,112-50.54% | Reduce |
| GTS SECURITIES LLC |
| 0.02% | 0.06% | #30 | $982,035 | 13,248 | $1.7M | 26,511 | -13,263-50.03% | Reduce |
| CARY STREET PARTNERS FINANCIAL LLC |
| 0.02% | 0.02% | #31 | $927,770 | 12,516 | $804,930 | 12,516 | 00.00% | Unchanged |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #51 | $835,744 | 11,275 | $706,876 | 10,991 | +284+2.58% | Add |
| Cannon Wealth Management Services, LLC |
| 0.38% | 0.41% | #10 | $694,768 | 9,373 | $602,728 | 9,372 | +1+0.01% | Add |
