| ASSETMARK, INC |
| 4.45% | 4.61% | #27 | $2.59B | 15.8M | $2.26B | 15.6M | +245,994+1.58% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.05% | 0.05% | #293 | $764.3M | 4.7M | $672.5M | 4.6M | +36,583+0.79% | Add |
| MORGAN STANLEY |
| 0.03% | 0.03% | #349 | $526.5M | 3.2M | $413.5M | 3.0M | +218,713+7.28% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.08% | 0.08% | #248 | $402.3M | 2.5M | $330.4M | 2.3M | +182,014+7.99% | Add |
| UBS Group AG |
| 0.04% | 0.04% | #316 | $292.7M | 1.8M | $250.2M | 1.7M | +64,182+3.72% | Add |
| Merit Financial Group, LLC |
| 1.65% | 1.44% | #58 | $270.1M | 1.7M | $193.8M | 1.3M | +315,657+23.61% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.05% | 0.05% | #297 | $202.3M | 1.2M | $184.3M | 1.3M | -33,296-2.62% | Reduce |
| LPL Financial LLC |
| 0.04% | 0.04% | #308 | $189.3M | 1.2M | $157.0M | 1.1M | +74,786+6.90% | Add |
| PNC FINANCIAL SERVICES GROUP, INC. |
| 0.09% | 0.1% | #239 | $180.8M | 1.1M | $168.3M | 1.2M | -55,068-4.74% | Reduce |
| WELLS FARGO & COMPANY/MN |
| 0.03% | 0.03% | #352 | $162.4M | 993,873 | $145.6M | 1.0M | -10,699-1.07% | Reduce |
| HighTower Advisors, LLC |
| 0.14% | 0.13% | #199 | $143.4M | 877,045 | $121.1M | 835,188 | +41,857+5.01% | Add |
| OSAIC HOLDINGS, INC. |
| 0.15% | 0.15% | #191 | $129.0M | 789,084 | $100.6M | 694,008 | +95,076+13.70% | Add |
| Black Diamond Financial, LLC |
| 10.91% | 11.66% | #5 | $123.8M | 757,229 | $106.9M | 737,261 | +19,968+2.71% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.03% | 0.04% | #330 | $123.1M | 753,203 | $114.5M | 789,955 | -36,752-4.65% | Reduce |
| VANTAGEPOINT INVESTMENT ADVISERS LLC |
| 0.9% | 0.9% | #80 | $119.8M | 733,157 | $106.3M | 733,157 | 00.00% | Unchanged |
| ROYAL BANK OF CANADA |
| 0.02% | 0.02% | #401 | $117.7M | 720,076 | $105.4M | 727,459 | -7,383-1.01% | Reduce |
| JPMORGAN CHASE & CO |
| 0.01% | 0.01% | #487 | $111.9M | 683,600 | $84.5M | 592,624 | +90,976+15.35% | Add |
| Sequoia Financial Advisors, LLC |
| 0.43% | 0.44% | #125 | $86.9M | 531,727 | $79.3M | 546,743 | -15,016-2.75% | Reduce |
| Rockefeller Capital Management L.P. |
| 0.12% | 0.12% | #210 | $79.5M | 486,183 | $70.2M | 484,201 | +1,982+0.41% | Add |
| Strategic Investment Advisors / MI |
| 4.38% | 4.35% | #28 | $72.4M | 442,676 | $63.0M | 434,386 | +8,290+1.91% | Add |
| Kestra Advisory Services, LLC |
| 0.21% | 0.21% | #168 | $65.9M | 403,118 | $54.3M | 374,801 | +28,317+7.56% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.15% | 0.14% | #195 | $63.5M | 388,720 | $55.9M | 385,854 | +2,866+0.74% | Add |
| Baird Financial Group, Inc. |
| 0.09% | 0.09% | #243 | $63.3M | 387,221 | $55.6M | 383,484 | +3,737+0.97% | Add |
| Prosperity Consulting Group, LLC |
| 2.39% | 2.41% | #48 | $63.2M | 386,443 | $54.1M | 373,096 | +13,347+3.58% | Add |
| STIFEL FINANCIAL CORP |
| 0.05% | 0.05% | #288 | $62.7M | 383,716 | $53.0M | 365,764 | +17,952+4.91% | Add |
| Praetorian Wealth Management, Inc. |
| 10.7% | 10.46% | #6 | $62.0M | 379,594 | $55.0M | 368,740 | +10,854+2.94% | Add |
| Cetera Investment Advisers |
| 0.06% | 0.05% | #283 | $60.4M | 369,442 | $49.6M | 342,048 | +27,394+8.01% | Add |
| PETREDIS INVESTMENT ADVISORS LLC |
| 4.03% | 4.35% | #29 | $59.8M | 366,159 | $53.3M | 367,428 | -1,269-0.35% | Reduce |
| Apriem Advisors |
| 4.95% | 4.36% | #22 | $57.1M | 349,628 | $45.7M | 315,383 | +34,245+10.86% | Add |
| Cerity Partners LLC |
| 0.07% | 0.05% | #269 | $56.3M | 343,974 | $38.4M | 260,748 | +83,226+31.92% | Add |
| MARS JEWETT FINANCIAL GROUP, INC. |
| 10.4% | 0.26% | #9 | $51.4M | 314,324 | $816,216 | 5,631 | +308,693+5,482.03% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.06% | 0.06% | #275 | $49.2M | 301,213 | $42.3M | 292,019 | +9,194+3.15% | Add |
| Savant Capital, LLC |
| 0.14% | 0.11% | #196 | $48.7M | 316,144 | $23.0M | 158,587 | +157,557+99.35% | Add |
| Pure Financial Advisors, LLC |
| 0.6% | 0.61% | #104 | $46.7M | 285,839 | $42.2M | 290,904 | -5,065-1.74% | Reduce |
| BHK Investment Advisors, LLC |
| 10.7% | 10.68% | #7 | $35.8M | 219,087 | $32.0M | 220,541 | -1,454-0.66% | Reduce |
| Smartleaf Asset Management LLC |
| 1.15% | 1.12% | #73 | $35.5M | 216,700 | $30.9M | 216,700 | 00.00% | Unchanged |
| Braeburn Wealth Management LLC |
| 14.85% | 16.73% | #2 | $34.6M | 211,636 | $29.3M | 201,924 | +9,712+4.81% | Add |
| Integrated Capital Management, LLC |
| 12.38% | 12.6% | #3 | $34.4M | 210,222 | $29.9M | 206,175 | +4,047+1.96% | Add |
| BTG Pactual Asset Management US LLC |
| 2.12% | 2.69% | #51 | $34.1M | 208,483 | $31.1M | 214,276 | -5,793-2.70% | Reduce |
| Capital Advantage, Inc. |
| 3.93% | 3.75% | #31 | $32.2M | 197,037 | $28.7M | 197,725 | -688-0.35% | Reduce |
| TITLEIST ASSET MANAGEMENT, LLC |
| 2.11% | 2% | #52 | $31.3M | 191,472 | $26.5M | 183,109 | +8,363+4.57% | Add |
| Zeit Capital LLC |
| 18.73% | 18.33% | #1 | $31.0M | 189,915 | $27.4M | 188,930 | +985+0.52% | Add |
| Bernardo Wealth Planning LLC |
| 5.23% | 6.01% | #19 | $30.6M | 187,389 | $30.7M | 211,847 | -24,458-11.55% | Reduce |
| LEAVELL INVESTMENT MANAGEMENT, INC. |
| 1.09% | 1.05% | #77 | $29.8M | 182,380 | $25.5M | 176,079 | +6,301+3.58% | Add |
| Beacon Pointe Advisors, LLC |
| 0.14% | 0.14% | #202 | $29.6M | 181,191 | $26.6M | 183,332 | -2,141-1.17% | Reduce |
| Graney & King, LLC |
| 10.53% | 13.61% | #8 | $29.3M | 179,184 | $25.2M | 174,183 | +5,001+2.87% | Add |
| ETF Portfolio Partners, Inc. |
| 6.71% | 6.71% | #14 | $28.2M | 172,557 | $25.6M | 176,325 | -3,768-2.14% | Reduce |
| Blue Edge Capital, LLC |
| 3.07% | 3.05% | #39 | $26.0M | 158,930 | $23.0M | 158,616 | +314+0.20% | Add |
| Breakwater Capital Group |
| 3.12% | 3.04% | #38 | $26.0M | 158,867 | $22.7M | 156,391 | +2,476+1.58% | Add |
| Wealthcare Advisory Partners LLC |
| 0.48% | 0.42% | #116 | $25.3M | 154,959 | $21.6M | 149,185 | +5,774+3.87% | Add |
