| Financial Engines Advisors L.L.C. |
| 2.87% | 3% | #77 | $1.62B | 46.5M | $1.48B | 48.4M | -1.9M-3.98% | Reduce |
| SEI INVESTMENTS CO |
| 1.36% | 1.24% | #121 | $1.57B | 45.0M | $1.37B | 44.8M | +256,400+0.57% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.11% | 0.15% | #453 | $451.2M | 13.0M | $557.7M | 18.3M | -5.3M-29.12% | Reduce |
| Avantax Planning Partners, Inc. |
| 8.85% | 8.56% | #19 | $355.5M | 10.2M | $311.6M | 10.2M | -4,576-0.04% | Reduce |
| MATHER GROUP, LLC. |
| 3.07% | 10.75% | #74 | $351.5M | 10.1M | $1.08B | 35.3M | -25.2M-71.42% | Reduce |
| Mariner, LLC |
| 0.33% | 0.33% | #255 | $318.3M | 9.1M | $279.8M | 9.2M | -30,892-0.34% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.36% | 0.5% | #242 | $310.3M | 8.9M | $343.0M | 11.3M | -2.4M-20.99% | Reduce |
| VANTAGEPOINT INVESTMENT ADVISERS LLC |
| 2.02% | 2.08% | #91 | $269.9M | 7.8M | $245.7M | 8.1M | -301,244-3.74% | Reduce |
| Savant Capital, LLC |
| 0.61% | 0.46% | #188 | $208.7M | 6.4M | $94.8M | 3.1M | +3.3M+105.14% | Add |
| MONETA GROUP INVESTMENT ADVISORS LLC |
| 1.36% | 1.16% | #123 | $184.2M | 5.3M | $154.5M | 5.1M | +226,446+4.47% | Add |
| Beacon Pointe Advisors, LLC |
| 0.63% | 0.62% | #183 | $136.4M | 3.9M | $118.1M | 3.9M | +44,859+1.16% | Add |
| Betterment LLC |
| 0.23% | 0.23% | #300 | $134.6M | 3.9M | $122.0M | 4.0M | -133,332-3.33% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.21% | 0.26% | #311 | $128.2M | 3.7M | $117.0M | 3.8M | -84,580-2.22% | Reduce |
| LPL Financial LLC |
| 0.03% | 0.03% | #658 | $127.9M | 3.7M | $101.0M | 3.3M | +362,628+10.95% | Add |
| Cetera Investment Advisers |
| 0.11% | 0.11% | #440 | $124.3M | 3.6M | $108.1M | 3.5M | +27,119+0.77% | Add |
| Gemmer Asset Management LLC |
| 7.95% | 8.27% | #23 | $117.4M | 3.4M | $104.7M | 3.4M | -59,067-1.72% | Reduce |
| RAINEY & RANDALL WEALTH ADVISORS INC. |
| 15.01% | 14.84% | #7 | $105.1M | 3.0M | $91.4M | 3.0M | +21,956+0.73% | Add |
| Mokosak Advisory Group, LLC |
| 22.72% | 22.97% | #1 | $104.9M | 3.0M | $91.8M | 3.0M | +5,102+0.17% | Add |
| Krilogy Financial LLC |
| 2.96% | 2.94% | #76 | $100.3M | 2.9M | $91.3M | 2.9M | +7,841+0.27% | Add |
| MORGAN STANLEY |
| 0.01% | <0.01% | #867 | $96.8M | 2.8M | $76.1M | 2.6M | +165,947+6.35% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.02% | 0.02% | #712 | $94.2M | 2.7M | $79.7M | 2.6M | +93,585+3.58% | Add |
| UBS Group AG |
| 0.01% | 0.01% | #773 | $94.0M | 2.7M | $83.1M | 2.7M | -23,317-0.86% | Reduce |
| HighTower Advisors, LLC |
| 0.09% | 0.09% | #480 | $91.4M | 2.6M | $81.1M | 2.7M | -32,184-1.21% | Reduce |
| EXCHANGE TRADED CONCEPTS, LLC |
| 0.38% | 0.45% | #234 | $83.6M | 2.4M | $64.0M | 2.1M | +304,251+14.50% | Add |
| Cooper Financial Group |
| 6.57% | 6.58% | #29 | $79.2M | 2.3M | $65.1M | 2.1M | +140,501+6.58% | Add |
| Compound Planning, Inc. |
| 1.82% | 1.85% | #98 | $70.0M | 2.0M | $60.2M | 2.0M | +36,988+1.87% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #882 | $66.9M | 1.9M | $57.7M | 1.9M | +30,329+1.60% | Add |
| Creative Planning |
| 0.04% | 0.04% | #621 | $63.9M | 1.8M | $58.5M | 1.9M | -82,551-4.30% | Reduce |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. |
| 13.11% | 12.55% | #10 | $61.9M | 1.8M | $52.6M | 1.7M | +52,850+3.07% | Add |
| Black Diamond Financial, LLC |
| 5.4% | 4.7% | #39 | $61.2M | 1.8M | $43.0M | 1.4M | +348,437+24.69% | Add |
| World Investment Advisors |
| 0.99% | 0.97% | #143 | $60.2M | 2.0M | $60.3M | 2.0M | -6,923-0.35% | Reduce |
| Financial Management Professionals, Inc. |
| 5.68% | 5.91% | #33 | $59.9M | 1.7M | $52.6M | 1.7M | -5,062-0.29% | Reduce |
| GenWealth Group, Inc. |
| 9.12% | 8.89% | #18 | $58.5M | 1.7M | $52.0M | 1.7M | -21,847-1.28% | Reduce |
| Focus Partners Advisor Solutions, LLC |
| 0.48% | 0.48% | #212 | $56.6M | 1.6M | $47.7M | 1.6M | +63,021+4.03% | Add |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| 0.31% | 0.3% | #267 | $55.7M | 1.6M | $49.6M | 1.6M | -25,832-1.59% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #915 | $54.5M | 1.6M | $46.4M | 1.6M | +15,199+0.98% | Add |
| DRAVO BAY LLC |
| 17.52% | 16.47% | #5 | $50.6M | 1.5M | $40.5M | 1.3M | +125,054+9.41% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.07% | 0.06% | #513 | $46.4M | 1.3M | $33.6M | 1.1M | +232,948+21.17% | Add |
| HRC WEALTH MANAGEMENT, LLC |
| 18.55% | 18.86% | #3 | $45.3M | 1.3M | $39.9M | 1.3M | -6,301-0.48% | Reduce |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.07% | 0.07% | #512 | $45.2M | 1.3M | $38.7M | 1.3M | +31,248+2.46% | Add |
| XML Financial, LLC |
| 3.17% | 3.06% | #73 | $43.6M | 1.3M | $37.9M | 1.2M | +9,650+0.78% | Add |
| Summit Asset Management, LLC |
| 5.46% | 5.23% | #38 | $42.6M | 1.2M | $37.6M | 1.2M | -7,609-0.62% | Reduce |
| Veery Capital, LLC |
| 11.18% | 10.93% | #15 | $41.6M | 1.2M | $35.6M | 1.2M | +27,699+2.37% | Add |
| Northern Capital Management, Inc. |
| 20.93% | 20.91% | #2 | $41.5M | 1.4M | $41.7M | 1.4M | -5,377-0.39% | Reduce |
| MML INVESTORS SERVICES, LLC |
| 0.08% | 0.08% | #487 | $41.3M | 1.2M | $28.1M | 920,773 | +265,328+28.82% | Add |
| BALLAST ADVISORS LLC |
| 9.79% | 10.6% | #16 | $41.1M | 1.2M | $36.4M | 1.2M | -14,227-1.19% | Reduce |
| Cerity Partners LLC |
| 0.05% | 0.05% | #570 | $41.0M | 1.7M | $33.9M | 1.1M | +640,992+58.10% | Add |
| Brady Martz Wealth Solutions, LLC |
| 5.96% | 5.9% | #32 | $39.5M | 1.1M | $34.6M | 1.1M | -811-0.07% | Reduce |
| NICOLET BANKSHARES INC |
| 1.25% | 1.34% | #134 | $39.2M | 1.1M | $36.4M | 1.2M | -66,799-5.60% | Reduce |
| Midwest Trust Co |
| 0.44% | 0.43% | #220 | $39.1M | 1.1M | $34.7M | 1.1M | -15,594-1.37% | Reduce |
