| ENVESTNET ASSET MANAGEMENT INC |
| 1.81% | 1.7% | #225 | $7.69B | 113.0M | $6.34B | 109.0M | +4.1M+3.75% | Add |
| LPL Financial LLC |
| 0.75% | 0.68% | #347 | $3.32B | 48.8M | $2.55B | 43.8M | +5.0M+11.38% | Add |
| First Command Advisory Services, Inc. |
| 12.09% | 11.45% | #7 | $2.03B | 29.9M | $1.70B | 29.2M | +675,201+2.31% | Add |
| BlackRock, Inc. |
| 0.02% | 0.02% | #710 | $1.63B | 24.0M | $1.43B | 24.6M | -642,846-2.61% | Reduce |
| JPMORGAN CHASE & CO |
| 0.09% | 0.08% | #605 | $1.60B | 23.7M | $1.30B | 23.1M | +573,293+2.48% | Add |
| MORGAN STANLEY |
| 0.07% | 0.05% | #628 | $1.31B | 19.2M | $872.0M | 14.7M | +4.5M+30.53% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.22% | 0.22% | #487 | $1.10B | 16.2M | $933.0M | 16.0M | +190,385+1.19% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.55% | 0.47% | #378 | $1.03B | 15.2M | $770.8M | 13.2M | +1.9M+14.49% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.06% | 0.05% | #654 | $865.9M | 12.7M | $679.7M | 11.7M | +1.0M+8.97% | Add |
| Dynasty Wealth Management, LLC |
| 5.9% | 5.61% | #63 | $794.7M | 11.7M | $643.6M | 11.1M | +623,047+5.63% | Add |
| MML INVESTORS SERVICES, LLC |
| 1.27% | 1.17% | #281 | $621.0M | 9.1M | $421.1M | 7.2M | +1.9M+26.17% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.15% | 0.13% | #541 | $568.1M | 8.4M | $413.9M | 7.1M | +1.2M+17.40% | Add |
| Cetera Investment Advisers |
| 0.49% | 0.46% | #395 | $535.5M | 7.9M | $433.4M | 7.4M | +425,187+5.71% | Add |
| PARK AVENUE SECURITIES LLC |
| 3.26% | 3.39% | #142 | $522.8M | 7.7M | $434.3M | 7.5M | +221,776+2.97% | Add |
| Envestnet Portfolio Solutions, Inc. |
| 2.17% | 2.12% | #207 | $453.3M | 6.7M | $382.2M | 6.6M | +95,441+1.45% | Add |
| SAGESPRING WEALTH PARTNERS, LLC |
| 6.77% | 6.65% | #40 | $440.8M | 6.5M | $364.7M | 6.3M | +213,136+3.40% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.06% | 0.05% | #638 | $386.1M | 5.7M | $259.3M | 4.5M | +1.2M+27.39% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.42% | 0.38% | #415 | $334.1M | 4.9M | $272.4M | 4.7M | +229,997+4.91% | Add |
| Merit Financial Group, LLC |
| 1.88% | 1.45% | #218 | $307.5M | 4.5M | $195.1M | 3.4M | +1.2M+34.84% | Add |
| NewEdge Advisors, LLC |
| 0.88% | 0.92% | #326 | $296.9M | 4.4M | $254.3M | 4.4M | -4,667-0.11% | Reduce |
| Janney Montgomery Scott LLC |
| 0.57% | 0.61% | #375 | $296.8M | 4.4M | $245.5M | 4.2M | +145,128+3.44% | Add |
| OneDigital Investment Advisors LLC |
| 2.27% | 2.15% | #201 | $269.1M | 4.0M | $220.2M | 3.8M | +171,778+4.54% | Add |
| OSAIC HOLDINGS, INC. |
| 0.31% | 0.29% | #453 | $263.5M | 3.9M | $200.4M | 3.4M | +428,570+12.44% | Add |
| SOFI WEALTH, LLC |
| 10.38% | 10.13% | #11 | $257.9M | 3.8M | $210.2M | 3.6M | +179,167+4.96% | Add |
| Bank of New York Mellon Corp |
| 0.04% | 0.04% | #680 | $254.6M | 3.7M | $208.1M | 3.6M | +167,003+4.67% | Add |
| ROYAL BANK OF CANADA |
| 0.04% | 0.03% | #692 | $245.0M | 3.6M | $178.4M | 3.1M | +536,092+17.49% | Add |
| OpenArc Corporate Advisory, LLC |
| 2.89% | 2.77% | #164 | $243.1M | 3.6M | $193.3M | 3.3M | +251,963+7.58% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.08% | 0.06% | #613 | $204.5M | 3.1M | $120.1M | 2.1M | +978,278+46.31% | Add |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 2.08% | 1.94% | #214 | $202.0M | 3.0M | $156.7M | 2.7M | +277,303+10.30% | Add |
| Arax Advisory Partners |
| 1.34% | 2.05% | #274 | $201.4M | 3.0M | $72.6M | 1.2M | +1.7M+137.52% | Add |
| Integrated Wealth Concepts LLC |
| 0.94% | 0.82% | #318 | $190.4M | 2.8M | $102.7M | 1.8M | +1.0M+58.58% | Add |
| STIFEL FINANCIAL CORP |
| 0.16% | 0.13% | #538 | $188.5M | 2.8M | $143.2M | 2.5M | +309,260+12.56% | Add |
| Sanctuary Advisors, LLC |
| 0.84% | 0.77% | #336 | $181.6M | 2.7M | $143.2M | 2.5M | +209,036+8.49% | Add |
| Equitable Holdings, Inc. |
| 1.04% | 0.86% | #303 | $174.2M | 2.6M | $133.1M | 2.2M | +371,698+16.98% | Add |
| JB Capital LLC |
| 5.95% | 5.86% | #59 | $171.8M | 2.5M | $145.0M | 2.5M | +34,020+1.37% | Add |
| UBS Group AG |
| 0.02% | 0.02% | #730 | $151.4M | 2.2M | $122.0M | 2.1M | +129,101+6.16% | Add |
| Parallel Advisors, LLC |
| 2.3% | 2.23% | #196 | $150.8M | 2.2M | $124.1M | 2.1M | +84,080+3.94% | Add |
| Mirae Asset Global Investments Co., Ltd. |
| 0.22% | 0.07% | #491 | $146.6M | 2.2M | $24.6M | 422,913 | +1.7M+409.64% | Add |
| FORM Wealth Advisors, LLC |
| 16.06% | 15.46% | #3 | $146.0M | 2.1M | $132.0M | 2.3M | -121,017-5.33% | Reduce |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.21% | 0.19% | #496 | $133.0M | 2.0M | $106.9M | 1.8M | +108,475+5.87% | Add |
| Stratos Wealth Partners, LTD. |
| 1.33% | 1.26% | #275 | $132.3M | 1.9M | $111.0M | 1.9M | +36,049+1.89% | Add |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| 0.69% | 0.63% | #358 | $124.5M | 1.8M | $102.0M | 1.8M | +76,245+4.35% | Add |
| ASSETMARK, INC |
| 0.19% | 0.2% | #510 | $113.2M | 1.7M | $99.1M | 1.7M | -38,746-2.28% | Reduce |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
| 0.31% | 0.18% | #455 | $98.8M | 1.5M | $60.3M | 1.0M | +415,153+40.05% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.21% | 0.2% | #492 | $92.9M | 1.4M | $77.0M | 1.3M | +42,235+3.19% | Add |
| AE Wealth Management LLC |
| 0.43% | 0.41% | #411 | $92.9M | 1.4M | $76.5M | 1.3M | +51,492+3.92% | Add |
| Cerity Partners LLC |
| 0.11% | 0.11% | #575 | $91.2M | 1.3M | $77.2M | 1.3M | +15,229+1.15% | Add |
| TRUIST FINANCIAL CORP |
| 0.1% | 0.08% | #579 | $87.5M | 1.3M | $62.9M | 1.1M | +205,290+18.98% | Add |
| Advocacy Wealth Management, LLC |
| 3.84% | 3.86% | #121 | $87.3M | 1.5M | $87.3M | 1.5M | 00.00% | Unchanged |
| IHT Wealth Management, LLC |
| 1.85% | 1.34% | #220 | $87.2M | 1.3M | $57.6M | 990,537 | +291,023+29.38% | Add |
