| Creative Planning |
| 4.25% | 4.14% | #92 | $7.28B | 144.4M | $6.11B | 133.8M | +10.6M+7.94% | Add |
| Financial Engines Advisors L.L.C. |
| 4.65% | 5.18% | #78 | $2.62B | 52.0M | $2.55B | 55.8M | -3.8M-6.85% | Reduce |
| LPL Financial LLC |
| 0.44% | 0.46% | #397 | $1.97B | 39.0M | $1.74B | 38.0M | +979,702+2.58% | Add |
| Allworth Financial LP |
| 4.8% | 5.45% | #77 | $1.13B | 22.4M | $1.35B | 29.5M | -7.0M-23.90% | Reduce |
| Auto-Owners Insurance Co |
| 17.33% | 18.77% | #2 | $767.5M | 15.2M | $896.5M | 19.6M | -4.4M-22.44% | Reduce |
| MORGAN STANLEY |
| 0.04% | 0.03% | #884 | $691.6M | 13.7M | $436.1M | 10.2M | +3.5M+34.69% | Add |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC |
| 2.11% | 2.16% | #166 | $613.3M | 12.2M | $561.1M | 12.3M | -119,672-0.97% | Reduce |
| JANE STREET GROUP, LLC |
| 0.04% | 0.08% | #851 | $542.0M | 10.8M | $609.2M | 13.3M | -2.6M-19.40% | Reduce |
| UBS Group AG |
| 0.06% | 0.06% | #805 | $448.4M | 8.9M | $401.3M | 8.8M | +109,204+1.24% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.1% | 0.11% | #692 | $422.0M | 8.4M | $407.6M | 8.9M | -554,471-6.21% | Reduce |
| Betterment LLC |
| 0.68% | 0.71% | #322 | $403.3M | 8.0M | $377.4M | 8.3M | -263,539-3.19% | Reduce |
| VANTAGEPOINT INVESTMENT ADVISERS LLC |
| 2.34% | 2.46% | #157 | $313.1M | 6.2M | $290.9M | 6.4M | -157,884-2.48% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.37% | 0.37% | #423 | $297.1M | 5.9M | $261.4M | 5.7M | +169,069+2.95% | Add |
| OSAIC HOLDINGS, INC. |
| 0.28% | 0.29% | #472 | $236.2M | 4.7M | $201.2M | 4.4M | +279,200+6.34% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.02% | #1007 | $233.1M | 4.6M | $213.0M | 4.7M | -39,704-0.85% | Reduce |
| Horizon Investments, LLC |
| 2.42% | 2.41% | #156 | $231.0M | 4.6M | $218.0M | 4.8M | -189,922-3.98% | Reduce |
| STIFEL FINANCIAL CORP |
| 0.19% | 0.22% | #549 | $230.6M | 4.6M | $235.3M | 5.2M | -576,757-11.19% | Reduce |
| STATE STREET CORP |
| 0.01% | 0.01% | #1094 | $226.0M | 4.5M | $360.0M | 7.9M | -3.4M-43.12% | Reduce |
| HighTower Advisors, LLC |
| 0.21% | 0.2% | #524 | $221.2M | 4.4M | $193.0M | 4.2M | +161,304+3.82% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.06% | 0.06% | #804 | $210.7M | 4.2M | $182.1M | 4.0M | +193,577+4.85% | Add |
| Mariner, LLC |
| 0.22% | 0.24% | #520 | $209.9M | 4.2M | $204.2M | 4.5M | -309,337-6.91% | Reduce |
| Advisory Alpha, LLC |
| 4.94% | 5.11% | #74 | $201.6M | 4.0M | $186.8M | 4.1M | -92,527-2.26% | Reduce |
| TRUIST FINANCIAL CORP |
| 0.23% | 0.18% | #513 | $192.8M | 3.8M | $133.7M | 2.9M | +896,515+30.60% | Add |
| Stadion Money Management, LLC |
| 16.2% | 18.08% | #4 | $188.0M | 3.7M | $179.8M | 3.9M | -207,878-5.28% | Reduce |
| AMERIPRISE FINANCIAL INC |
| 0.04% | 0.03% | #882 | $182.0M | 3.6M | $142.4M | 3.1M | +493,314+15.82% | Add |
| Savant Capital, LLC |
| 0.53% | 0.42% | #362 | $181.9M | 3.8M | $87.2M | 1.9M | +1.9M+98.35% | Add |
| Strategies Wealth Advisors, LLC |
| 15.39% | 16.48% | #5 | $172.0M | 3.4M | $164.0M | 3.6M | -179,703-5.00% | Reduce |
| BENJAMIN EDWARDS INC |
| 1.54% | 1.76% | #199 | $169.2M | 3.4M | $176.9M | 3.9M | -517,850-13.36% | Reduce |
| MML INVESTORS SERVICES, LLC |
| 0.34% | 0.27% | #435 | $166.7M | 3.3M | $98.3M | 2.2M | +1.2M+53.59% | Add |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO |
| 0.11% | 0.08% | #672 | $162.1M | 3.2M | $107.4M | 2.4M | +864,113+36.73% | Add |
| VICUS CAPITAL |
| 9.84% | 9.65% | #17 | $152.4M | 3.0M | $131.3M | 2.9M | +147,407+5.13% | Add |
| Clearstead Advisors, LLC |
| 1.43% | 1.29% | #208 | $151.5M | 3.0M | $141.5M | 3.1M | -94,365-3.04% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.08% | 0.07% | #741 | $146.1M | 2.9M | $121.7M | 2.7M | +233,053+8.74% | Add |
| Pathstone Holdings, LLC |
| 0.42% | 0.52% | #413 | $143.1M | 2.8M | $131.3M | 2.9M | -35,560-1.24% | Reduce |
| Equitable Holdings, Inc. |
| 0.83% | 0.78% | #285 | $138.9M | 2.8M | $120.6M | 2.7M | +41,347+1.52% | Add |
| JNBA Financial Advisors |
| 9.27% | 9.53% | #19 | $122.5M | 2.4M | $114.4M | 2.5M | -76,548-3.05% | Reduce |
| EXCHANGE TRADED CONCEPTS, LLC |
| 0.55% | 0.62% | #357 | $121.0M | 2.4M | $87.3M | 1.9M | +488,192+25.53% | Add |
| AlphaCore Capital LLC |
| 2.22% | 2.65% | #162 | $119.8M | 2.4M | $111.8M | 2.4M | -71,452-2.92% | Reduce |
| GeoWealth Management, LLC |
| 3.63% | 3.66% | #109 | $115.4M | 2.3M | $101.6M | 2.2M | +65,914+2.96% | Add |
| Dakota Wealth Management |
| 2.19% | 1.93% | #163 | $114.6M | 2.3M | $89.3M | 2.0M | +316,938+16.19% | Add |
| Gradient Investments LLC |
| 1.55% | 1.6% | #197 | $112.4M | 2.2M | $103.4M | 2.3M | -34,671-1.53% | Reduce |
| Envestnet Portfolio Solutions, Inc. |
| 0.53% | 0.62% | #363 | $111.0M | 2.2M | $111.3M | 2.4M | -235,202-9.65% | Reduce |
| Cetera Investment Advisers |
| 0.1% | 0.11% | #690 | $110.9M | 2.2M | $103.2M | 2.3M | -60,072-2.66% | Reduce |
| SEI INVESTMENTS CO |
| 0.1% | 0.09% | #702 | $110.6M | 2.2M | $102.9M | 2.3M | -59,455-2.64% | Reduce |
| AXXCESS WEALTH MANAGEMENT, LLC |
| 1.73% | 3.01% | #186 | $108.9M | 2.2M | $93.8M | 2.1M | +105,897+5.15% | Add |
| Capital Asset Advisory Services LLC |
| 3.94% | 3.81% | #100 | $108.8M | 2.2M | $99.3M | 2.0M | +145,583+7.23% | Add |
| McNamara Financial Services, Inc. |
| 18.17% | 18.11% | #1 | $105.3M | 2.1M | $95.7M | 2.1M | -5,985-0.29% | Reduce |
| WELLS FARGO & COMPANY/MN |
| 0.02% | 0.02% | #992 | $101.8M | 2.0M | $90.0M | 2.0M | +49,705+2.52% | Add |
| Peterson Wealth Advisors, LLC |
| 11.75% | 11.42% | #9 | $99.4M | 2.0M | $85.8M | 1.9M | +92,935+4.94% | Add |
| JPMORGAN CHASE & CO |
| 0.01% | 0.01% | #1108 | $99.2M | 2.0M | $87.2M | 2.0M | +7,920+0.40% | Add |
