| LPL Financial LLC |
| 0.21% | 0.24% | #389 | $930.6M | 18.5M | $888.6M | 17.8M | +737,272+4.14% | Add |
| Valmark Advisers, Inc. |
| 3.92% | 4.2% | #57 | $369.1M | 7.3M | $353.3M | 7.1M | +273,565+3.87% | Add |
| GOLDMAN SACHS GROUP INC |
| 0.03% | 0.07% | #646 | $365.7M | 7.3M | $583.4M | 11.7M | -4.4M-37.65% | Reduce |
| Savant Capital, LLC |
| 1.04% | 0.85% | #189 | $353.1M | 7.0M | $175.1M | 3.5M | +3.5M+101.09% | Add |
| MORGAN STANLEY |
| 0.02% | 0.01% | #721 | $323.5M | 6.4M | $216.1M | 4.3M | +2.2M+50.89% | Add |
| Wealthfront Advisers LLC |
| 0.59% | 0.53% | #247 | $308.3M | 6.1M | $242.5M | 4.9M | +1.3M+26.41% | Add |
| SEI INVESTMENTS CO |
| 0.26% | 0.26% | #355 | $302.4M | 6.0M | $286.1M | 5.7M | +292,347+5.10% | Add |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV |
| 4.12% | 6.08% | #49 | $285.5M | 5.7M | $211.9M | 4.2M | +1.4M+33.81% | Add |
| Focus Partners Wealth |
| 0.27% | 0.26% | #352 | $268.1M | 5.3M | $229.9M | 4.6M | +734,724+15.96% | Add |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
| 3.77% | 4.22% | #59 | $258.5M | 5.1M | $244.3M | 4.9M | +255,209+5.22% | Add |
| Wealthspire Advisors, LLC |
| 1.39% | 1.75% | #161 | $253.4M | 5.0M | $222.6M | 4.5M | +589,734+13.23% | Add |
| Focus Partners Advisor Solutions, LLC |
| 2.13% | 2.1% | #122 | $250.9M | 5.0M | $208.8M | 4.2M | +814,757+19.49% | Add |
| FMR LLC |
| 0.01% | 0.01% | #775 | $240.6M | 4.8M | $246.9M | 4.9M | -152,343-3.08% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.05% | 0.06% | #589 | $218.3M | 4.3M | $216.0M | 4.3M | +20,953+0.48% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #739 | $217.0M | 4.3M | $189.7M | 3.8M | +522,783+13.77% | Add |
| Klingman & Associates, LLC |
| 5.58% | 5.8% | #31 | $131.2M | 2.6M | $121.1M | 2.4M | +186,174+7.68% | Add |
| HighTower Advisors, LLC |
| 0.12% | 0.15% | #478 | $119.9M | 2.4M | $142.2M | 2.8M | -460,866-16.19% | Reduce |
| MAI Capital Management |
| 0.44% | <0.01% | #284 | $117.5M | 2.3M | $186,186 | 3,727 | +2.3M+62,651.95% | Add |
| EVOKE WEALTH, LLC |
| 2.27% | 2.07% | #113 | $115.5M | 2.3M | $115.5M | 2.3M | 00.00% | Unchanged |
| Alesco Advisors, LLC, An ESL Co |
| 2.42% | 2.68% | #108 | $105.6M | 2.1M | $104.9M | 2.1M | +2,259+0.11% | Add |
| BOK Financial Private Wealth, Inc. |
| 5.23% | 5.08% | #34 | $102.0M | 2.0M | $84.2M | 1.7M | +345,830+20.52% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.02% | 0.02% | #731 | $98.1M | 2.0M | $123.2M | 2.5M | -512,922-20.80% | Reduce |
| STUDIO INVESTMENT MANAGEMENT LLC |
| 15.87% | 16.68% | #4 | $93.9M | 1.9M | $92.5M | 1.9M | +16,934+0.91% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.05% | 0.03% | #596 | $92.8M | 1.8M | $55.1M | 1.1M | +744,718+67.52% | Add |
| Cerity Partners LLC |
| 0.11% | 0.05% | #488 | $87.5M | 1.7M | $35.3M | 706,033 | +1.0M+146.67% | Add |
| SATOVSKY ASSET MANAGEMENT LLC |
| 13.77% | 15.07% | #6 | $86.3M | 1.7M | $85.4M | 1.7M | +9,311+0.54% | Add |
| ASSETMARK, INC |
| 0.14% | 0.1% | #436 | $84.1M | 1.7M | $47.8M | 956,747 | +716,815+74.92% | Add |
| FIRST INTERSTATE BANK |
| 4.11% | 4.27% | #50 | $78.8M | 1.6M | $76.0M | 1.5M | +47,994+3.16% | Add |
| Strategic Financial Services, Inc. |
| 3.4% | 3.49% | #67 | $77.5M | 1.5M | $73.4M | 1.5M | +75,130+5.12% | Add |
| True Link Financial Advisors, LLC |
| 4.43% | 4.54% | #42 | $76.6M | 1.5M | $73.5M | 1.5M | +54,631+3.71% | Add |
| Russell Investments Group, Ltd. |
| 0.06% | 0.07% | #577 | $74.3M | 1.5M | $73.9M | 1.5M | +36+0.00% | Add |
| ARMSTRONG ADVISORY GROUP, INC |
| 4.45% | 0.02% | #40 | $73.1M | 1.5M | $273,878 | 5,483 | +1.4M+26,444.26% | Add |
| Betterment LLC |
| 0.12% | 0.14% | #476 | $69.3M | 1.4M | $73.2M | 1.5M | -84,797-5.79% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #849 | $67.1M | 1.3M | $44.6M | 892,213 | +441,353+49.47% | Add |
| Arax Advisory Partners |
| 0.43% | 0.01% | #285 | $65.5M | 1.3M | $262,837 | 5,262 | +1.3M+24,673.76% | Add |
| Empowered Funds, LLC |
| 0.33% | 0.43% | #332 | $62.3M | 1.3M | $67.3M | 1.3M | -89,482-6.64% | Reduce |
| Bleakley Financial Group, LLC |
| 0.77% | 0.82% | #215 | $60.8M | 1.2M | $52.4M | 1.0M | +161,309+15.39% | Add |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
| 0.01% | 0.01% | #802 | $59.9M | 1.2M | $58.9M | 1.2M | +13,158+1.12% | Add |
| OSAIC HOLDINGS, INC. |
| 0.07% | 0.07% | #551 | $59.5M | 1.2M | $46.5M | 930,673 | +253,524+27.24% | Add |
| Garde Capital, Inc. |
| 2.6% | 3.29% | #97 | $58.1M | 1.2M | $55.0M | 1.1M | +55,676+5.06% | Add |
| Cetera Investment Advisers |
| 0.05% | 0.06% | #587 | $57.6M | 1.1M | $54.5M | 1.1M | +54,301+4.97% | Add |
| Fairway Wealth LLC |
| 11.44% | 5.32% | #7 | $55.6M | 1.1M | $20.2M | 1.1M | +7,847+0.71% | Add |
| UBS Group AG |
| 0.01% | 0.01% | #817 | $53.4M | 1.1M | $54.5M | 1.1M | -27,786-2.55% | Reduce |
| Accredited Investors Inc. |
| 2.2% | — | #116 | $51.0M | 1.0M | $0 | 0 | +1.0M | New Buy |
| AMERIPRISE FINANCIAL INC |
| 0.01% | 0.01% | #781 | $48.4M | 964,393 | $25.6M | 512,651 | +451,742+88.12% | Add |
| TRUST CO OF VERMONT |
| 1.69% | — | #144 | $45.2M | 900,431 | $0 | 0 | +900,431 | New Buy |
| ALTFEST L J & CO INC |
| 4.15% | 5.37% | #47 | $42.8M | 852,080 | $50.2M | 1.0M | -152,558-15.19% | Reduce |
| Pacific Sage Partners, LLC |
| 5.79% | 5.9% | #28 | $40.7M | 809,759 | $37.5M | 750,511 | +59,248+7.89% | Add |
| MOLLER WEALTH PARTNERS |
| 7.34% | 7.73% | #16 | $40.6M | 807,517 | $39.1M | 783,398 | +24,119+3.08% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #774 | $40.0M | 796,228 | $35.5M | 711,469 | +84,759+11.91% | Add |
