| LPL Financial LLC |
| 0.07% | 0.06% | #124 | $314.2M | 8.1M | $243.3M | 6.9M | +1.3M+18.44% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.02% | 0.02% | #183 | $237.7M | 6.2M | $209.6M | 5.9M | +240,700+4.07% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.05% | 0.01% | #147 | $194.0M | 5.0M | $23.9M | 673,788 | +4.4M+646.14% | Add |
| Americana Partners, LLC |
| 3.02% | 2.29% | #14 | $133.9M | 3.5M | $88.0M | 2.5M | +986,016+39.67% | Add |
| Kingsview Wealth Management, LLC |
| 1.35% | 1.05% | #25 | $76.8M | 2.2M | $76.8M | 2.2M | 00.00% | Unchanged |
| Orion Porfolio Solutions, LLC |
| 0.55% | 0.59% | #44 | $71.3M | 1.8M | $69.0M | 2.0M | -108,139-5.53% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.08% | 0.08% | #119 | $62.0M | 1.6M | $55.8M | 1.6M | +30,449+1.93% | Add |
| OSAIC HOLDINGS, INC. |
| 0.06% | 0.05% | #132 | $48.2M | 1.2M | $37.5M | 1.1M | +189,298+17.88% | Add |
| Chicago Partners Investment Group LLC |
| 0.84% | 1.04% | #35 | $42.2M | 1.1M | $46.7M | 1.3M | -173,304-13.58% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.09% | 0.08% | #110 | $39.1M | 1.0M | $31.6M | 892,294 | +121,809+13.65% | Add |
| Liberty Atlantic Advisors LLC |
| 18.96% | 19.32% | #1 | $26.3M | 682,497 | $22.6M | 637,906 | +44,591+6.99% | Add |
| Cetera Investment Advisers |
| 0.02% | 0.01% | #167 | $25.0M | 649,271 | $13.9M | 392,285 | +256,986+65.51% | Add |
| ATTICUS WEALTH MANAGEMENT, LLC |
| 5.92% | 0.17% | #7 | $24.9M | 644,710 | $641,382 | 18,113 | +626,597+3,459.38% | Add |
| WETZEL INVESTMENT ADVISORS, INC. |
| 8.44% | 6.9% | #4 | $24.4M | 631,184 | $17.3M | 489,437 | +141,747+28.96% | Add |
| Brookstone Capital Management |
| 0.24% | 0.16% | #68 | $24.3M | 630,487 | $14.3M | 403,720 | +226,767+56.17% | Add |
| VanWeelden Wealth Management, LLC |
| 16.19% | 4.59% | #2 | $21.8M | 564,622 | $5.8M | 162,414 | +402,208+247.64% | Add |
| Delta Investment Management, LLC |
| 3.52% | 3.54% | #12 | $21.4M | 554,025 | $19.8M | 558,310 | -4,285-0.77% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | <0.01% | #207 | $20.0M | 518,730 | $15.3M | 432,361 | +86,369+19.98% | Add |
| Rothschild Wealth LLC |
| 1.33% | 1.19% | #26 | $16.7M | 432,556 | $13.2M | 372,737 | +59,819+16.05% | Add |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| 0.08% | — | #116 | $14.8M | 384,276 | $0 | 0 | +384,276 | New Buy |
| HighTower Advisors, LLC |
| 0.01% | 0.01% | #184 | $14.7M | 379,876 | $12.9M | 363,843 | +16,033+4.41% | Add |
| PRINCIPAL SECURITIES, INC. |
| 0.16% | — | #86 | $13.7M | 354,662 | $0 | 0 | +354,662 | New Buy |
| Rockefeller Capital Management L.P. |
| 0.02% | 0.02% | #179 | $12.0M | 311,487 | $9.5M | 268,650 | +42,837+15.95% | Add |
| Southland Equity Partners LLC |
| 2.06% | 2.16% | #20 | $11.7M | 304,474 | $11.1M | 313,667 | -9,193-2.93% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.05% | 0.01% | #134 | $11.1M | 286,568 | $1.2M | 34,251 | +252,317+736.67% | Add |
| Private Advisor Group, LLC |
| 0.05% | 0.04% | #142 | $10.8M | 280,125 | $7.7M | 218,030 | +62,095+28.48% | Add |
| AE Wealth Management LLC |
| 0.05% | 0.05% | #141 | $10.8M | 278,719 | $8.8M | 247,244 | +31,475+12.73% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.02% | 0.02% | #172 | $10.2M | 263,568 | $8.8M | 248,541 | +15,027+6.05% | Add |
| Envestnet Portfolio Solutions, Inc. |
| 0.05% | — | #144 | $10.0M | 258,979 | $0 | 0 | +258,979 | New Buy |
| ELEVATION POINT WEALTH PARTNERS, LLC |
| 0.18% | — | #81 | $9.9M | 255,636 | $0 | 0 | +255,636 | New Buy |
| Vestmark Advisory Solutions, Inc. |
| 0.09% | — | #108 | $9.9M | 255,376 | $0 | 0 | +255,376 | New Buy |
| Stratos Wealth Partners, LTD. |
| 0.1% | 0.08% | #106 | $9.8M | 254,078 | $7.4M | 209,621 | +44,457+21.21% | Add |
| HFG Wealth Management, LLC |
| 9.62% | 9.68% | #3 | $9.6M | 247,871 | $17.6M | 497,243 | -249,372-50.15% | Reduce |
| Pinnacle Wealth Management Group, Inc. |
| 4.45% | 4.24% | #10 | $9.5M | 247,451 | $8.6M | 244,025 | +3,426+1.40% | Add |
| CCG WEALTH MANAGEMENT, LLC |
| 2.19% | 2.46% | #18 | $9.4M | 244,326 | $9.1M | 255,746 | -11,420-4.47% | Reduce |
| Pallas Capital Advisors LLC |
| 0.29% | 0.31% | #59 | $9.4M | 244,389 | $8.3M | 235,419 | +8,970+3.81% | Add |
| NewCorp Financial Services, Inc. |
| 7.14% | 7% | #5 | $9.3M | 241,758 | $8.1M | 228,117 | +13,641+5.98% | Add |
| WINNACLE WEALTH LLC |
| 6.28% | 6.64% | #6 | $9.2M | 239,310 | $8.6M | 242,979 | -3,669-1.51% | Reduce |
| RPg Family Wealth Advisory, LLC |
| 1.88% | 1.69% | #21 | $9.1M | 235,026 | $8.1M | 229,090 | +5,936+2.59% | Add |
| NewEdge Advisors, LLC |
| 0.03% | 0.02% | #164 | $8.6M | 221,852 | $4.8M | 136,113 | +85,739+62.99% | Add |
| EVOLUTION WEALTH MANAGEMENT INC. |
| 5.01% | 5.82% | #9 | $8.5M | 220,748 | $8.0M | 224,896 | -4,148-1.84% | Reduce |
| Snowden Capital Advisors LLC |
| 0.2% | 0.2% | #77 | $8.4M | 216,783 | $7.4M | 209,196 | +7,587+3.63% | Add |
| VISIONARY HORIZONS, LLC |
| 3.39% | 3.39% | #13 | $8.1M | 210,051 | $6.9M | 194,950 | +15,101+7.75% | Add |
| Perennial Investment Advisors, LLC |
| 0.53% | 0.57% | #47 | $8.0M | 208,597 | $7.2M | 202,013 | +6,584+3.26% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | — | #224 | $7.8M | 202,875 | $0 | 0 | +202,875 | New Buy |
| Global Retirement Partners, LLC |
| 0.12% | — | #98 | $7.6M | 197,140 | $0 | 0 | +197,140 | New Buy |
| Farther Finance Advisors, LLC |
| 0.06% | 0.08% | #131 | $7.6M | 197,088 | $8.3M | 232,872 | -35,784-15.37% | Reduce |
| ATX Financial Planning, LLC |
| 5.56% | 5.54% | #8 | $7.3M | 206,074 | $7.3M | 206,074 | 00.00% | Unchanged |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ |
| 1.01% | 1.07% | #28 | $7.2M | 187,861 | $6.7M | 190,316 | -2,455-1.29% | Reduce |
| Triumph Capital Management |
| 1.3% | 1.31% | #27 | $7.2M | 186,151 | $6.4M | 181,377 | +4,774+2.63% | Add |
