| JPMORGAN CHASE & CO |
| 0.01% | 0.01% | #45 | $159.9M | 3.2M | $149.9M | 3.0M | +143,919+4.75% | Add |
| Glenview Trust Co |
| 1.61% | 1.63% | #8 | $104.1M | 2.1M | $104.1M | 2.1M | 00.00% | Unchanged |
| Provenance Wealth Advisors, LLC |
| 6.96% | 7.5% | #1 | $73.0M | 1.4M | $70.8M | 1.4M | +23,296+1.63% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.01% | 0.01% | #44 | $69.3M | 1.4M | $62.9M | 1.3M | +109,454+8.65% | Add |
| Pinnacle Financial Partners, Inc. |
| 0.3% | 0.31% | #16 | $43.5M | 862,473 | $40.3M | 810,984 | +51,489+6.35% | Add |
| Allegheny Financial Group |
| 3.76% | 4.67% | #2 | $35.4M | 702,054 | $34.7M | 697,861 | +4,193+0.60% | Add |
| ASSETMARK, INC |
| 0.05% | 0.06% | #32 | $31.2M | 619,515 | $31.3M | 630,258 | -10,743-1.70% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.04% | 0.03% | #35 | $28.4M | 562,838 | $19.5M | 392,951 | +169,887+43.23% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #54 | $24.2M | 479,555 | $22.0M | 443,599 | +35,956+8.11% | Add |
| American Trust |
| 1.78% | 1.98% | #6 | $23.1M | 457,456 | $22.4M | 450,071 | +7,385+1.64% | Add |
| Sterling Investment Advisors, Ltd. |
| 3.55% | 3.92% | #3 | $22.8M | 452,085 | $21.5M | 433,541 | +18,544+4.28% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #51 | $21.7M | 431,294 | $17.5M | 353,038 | +78,256+22.17% | Add |
| Spartan Wealth Advisory Services LLC |
| 1.77% | 1.83% | #7 | $21.6M | 429,039 | $20.9M | 421,490 | +7,549+1.79% | Add |
| ARQ WEALTH ADVISORS, LLC |
| 2.39% | — | #5 | $19.3M | 386,223 | $0 | 0 | +386,223 | New Buy |
| Coastal Bridge Advisors, LLC |
| 1.1% | 1.18% | #10 | $17.9M | 354,302 | $16.8M | 337,400 | +16,902+5.01% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #43 | $13.9M | 275,423 | $13.7M | 276,524 | -1,101-0.40% | Reduce |
| Bleakley Financial Group, LLC |
| 0.17% | 0.2% | #23 | $13.2M | 261,497 | $12.8M | 256,932 | +4,565+1.78% | Add |
| WealthPlan Investment Management, LLC |
| 0.65% | 0.55% | #11 | $13.1M | 260,215 | $9.8M | 197,158 | +63,057+31.98% | Add |
| Evolution Wealth Advisors, LLC |
| 1.32% | 1.16% | #9 | $11.3M | 223,817 | $11.3M | 228,423 | -4,606-2.02% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.01% | 0.01% | #53 | $10.3M | 204,250 | $9.5M | 191,250 | +13,000+6.80% | Add |
| DAYMARK WEALTH PARTNERS, LLC |
| 0.23% | 0.28% | #19 | $9.5M | 188,632 | $8.9M | 179,875 | +8,757+4.87% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #65 | $8.7M | 173,978 | $10.3M | 207,122 | -33,144-16.00% | Reduce |
| Perigon Wealth Management, LLC |
| 0.14% | 0.13% | #25 | $8.7M | 172,635 | $7.6M | 152,350 | +20,285+13.31% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #66 | $7.4M | 146,466 | $8.3M | 166,750 | -20,284-12.16% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #72 | $6.5M | 128,936 | $4.8M | 96,073 | +32,863+34.21% | Add |
| TRUIST FINANCIAL CORP |
| 0.01% | 0.01% | #49 | $5.7M | 112,135 | $5.6M | 111,943 | +192+0.17% | Add |
| Rockefeller Capital Management L.P. |
| 0.01% | 0.01% | #47 | $5.2M | 103,738 | $4.6M | 91,799 | +11,939+13.01% | Add |
| National Philanthropic Trust |
| 0.07% | — | #28 | $4.7M | 94,147 | $0 | 0 | +94,147 | New Buy |
| Greenwich Wealth Management LLC |
| 0.15% | 0.11% | #24 | $4.1M | 81,112 | $2.7M | 53,345 | +27,767+52.05% | Add |
| KINTRA WEALTH, LLC |
| 0.21% | — | #20 | $4.0M | 79,551 | $0 | 0 | +79,551 | New Buy |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #79 | $3.8M | 75,566 | $0 | 0 | +75,566 | New Buy |
| Focus Partners Wealth |
| <0.01% | <0.01% | #57 | $3.6M | 71,497 | $3.6M | 72,714 | -1,217-1.67% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #78 | $3.4M | 67,049 | $2.9M | 57,746 | +9,303+16.11% | Add |
| ARBOR CAPITAL MANAGEMENT INC /ADV |
| 3.21% | 2.95% | #4 | $3.3M | 65,024 | $3.6M | 72,487 | -7,463-10.30% | Reduce |
| WealthPLAN Partners, LLC |
| 0.6% | 0.21% | #13 | $3.2M | 62,682 | $1.1M | 22,236 | +40,446+181.89% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #69 | $3.0M | 59,114 | $3.0M | 60,480 | -1,366-2.26% | Reduce |
| Sanctuary Advisors, LLC |
| 0.01% | 0.01% | #46 | $1.8M | 35,317 | $1.8M | 36,174 | -857-2.37% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #64 | $1.7M | 34,308 | $1.4M | 27,408 | +6,900+25.18% | Add |
| Simplicity Wealth,LLC |
| 0.06% | 0.08% | #29 | $1.7M | 33,250 | $1.5M | 29,724 | +3,526+11.86% | Add |
| Private Advisor Group, LLC |
| 0.01% | 0.01% | #48 | $1.5M | 30,727 | $1.4M | 28,295 | +2,432+8.60% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #82 | $1.5M | 30,663 | $391,258 | 7,877 | +22,786+289.27% | Add |
| Oak Barrel Wealth Advisory LLC |
| 0.64% | 0.85% | #12 | $1.5M | 28,953 | $1.4M | 28,450 | +503+1.77% | Add |
| CHOREO, LLC |
| 0.02% | 0.02% | #41 | $1.4M | 27,957 | $1.4M | 27,957 | 00.00% | Unchanged |
| RAFFA WEALTH MANAGEMENT, LLC |
| 0.17% | — | #22 | $1.4M | 27,436 | $0 | 0 | +27,436 | New Buy |
| Bluesphere Advisors LLC |
| 0.41% | 0.46% | #15 | $1.3M | 26,166 | $1.3M | 25,854 | +312+1.21% | Add |
| Klingman & Associates, LLC |
| 0.05% | 0.06% | #31 | $1.3M | 25,367 | $1.3M | 25,713 | -346-1.35% | Reduce |
| ARWA LLC |
| 0.5% | 0.5% | #14 | $1.2M | 24,210 | $1.0M | 20,252 | +3,958+19.54% | Add |
| Modern Wealth Management, LLC |
| 0.01% | 0.15% | #42 | $1.1M | 22,395 | $9.0M | 181,624 | -159,229-87.67% | Reduce |
| Cedar Mountain Advisors, LLC |
| 0.18% | — | #21 | $1.0M | 20,383 | $0 | 0 | +20,383 | New Buy |
| Krilogy Financial LLC |
| 0.03% | — | #37 | $889,560 | 17,650 | $0 | 0 | +17,650 | New Buy |
