| Roehl & Yi Investment Advisors, LLC |
| 1.76% | 0.11% | #115 | $5.06B | 112,176 | $207,242 | 10,441 | +101,735+974.38% | Add |
| LPL Financial LLC |
| 0.64% | 0.56% | #211 | $2.83B | 59.9M | $2.11B | 52.6M | +7.3M+13.98% | Add |
| MORGAN STANLEY |
| 0.08% | 0.04% | #443 | $1.53B | 32.4M | $606.7M | 13.8M | +18.6M+134.49% | Add |
| Capital Group Private Client Services, Inc. |
| 18.72% | 18.4% | #2 | $1.33B | 28.1M | $1.09B | 27.2M | +974,251+3.59% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.13% | 0.12% | #378 | $829.5M | 17.6M | $633.4M | 15.8M | +1.8M+11.51% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.18% | 0.16% | #343 | $781.7M | 16.6M | $616.4M | 15.3M | +1.2M+7.99% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.21% | 0.17% | #332 | $765.0M | 16.2M | $567.4M | 14.1M | +2.1M+14.80% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.04% | 0.04% | #510 | $683.4M | 14.5M | $570.5M | 14.2M | +284,219+2.00% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.83% | 0.76% | #176 | $658.4M | 13.9M | $544.7M | 13.6M | +396,101+2.92% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.33% | 0.32% | #291 | $618.6M | 13.1M | $520.3M | 12.9M | +158,468+1.22% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.21% | 0.18% | #328 | $528.8M | 11.6M | $375.0M | 9.6M | +1.9M+20.19% | Add |
| Cetera Investment Advisers |
| 0.46% | 0.42% | #251 | $500.0M | 10.6M | $393.9M | 9.8M | +793,340+8.09% | Add |
| OSAIC HOLDINGS, INC. |
| 0.51% | 0.45% | #241 | $432.6M | 9.2M | $309.8M | 7.7M | +1.5M+18.89% | Add |
| ROYAL BANK OF CANADA |
| 0.06% | 0.06% | #485 | $390.3M | 8.3M | $338.7M | 8.4M | -159,930-1.90% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| 0.02% | <0.01% | #568 | $279.3M | 5.9M | $33.7M | 837,377 | +5.1M+606.78% | Add |
| Forge Financial Services LLC |
| 22.43% | 21.96% | #1 | $260.4M | 5.5M | $216.8M | 5.4M | +122,112+2.26% | Add |
| UBS Group AG |
| 0.03% | 0.03% | #540 | $257.4M | 5.5M | $218.7M | 5.4M | +11,640+0.21% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.56% | 0.47% | #231 | $240.6M | 5.1M | $183.2M | 4.6M | +539,020+11.83% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.4% | 0.36% | #272 | $197.3M | 4.2M | $129.1M | 3.2M | +966,763+30.09% | Add |
| Kestra Advisory Services, LLC |
| 0.61% | 0.46% | #214 | $189.7M | 4.0M | $121.4M | 3.0M | +996,758+32.99% | Add |
| STIFEL FINANCIAL CORP |
| 0.11% | 0.09% | #403 | $137.4M | 2.9M | $97.8M | 2.4M | +477,680+19.63% | Add |
| Advance Capital Management, Inc. |
| 4.34% | 4.36% | #56 | $134.4M | 2.8M | $114.9M | 2.9M | -13,366-0.47% | Reduce |
| Kestra Investment Management, LLC |
| 2.58% | 2.64% | #92 | $133.3M | 2.8M | $153.2M | 3.8M | -987,243-25.90% | Reduce |
| BENJAMIN EDWARDS INC |
| 1.18% | 1.05% | #145 | $129.0M | 2.7M | $105.9M | 2.6M | +98,824+3.75% | Add |
| JPMORGAN CHASE & CO |
| 0.01% | 0.01% | #635 | $121.8M | 2.6M | $121.9M | 3.1M | -546,561-17.36% | Reduce |
| &PARTNERS |
| 0.44% | 0.45% | #263 | $106.8M | 2.3M | $90.1M | 2.2M | +22,663+1.01% | Add |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| 1.89% | 2.03% | #109 | $105.2M | 2.2M | $100.1M | 2.5M | -262,614-10.54% | Reduce |
| Baird Financial Group, Inc. |
| 0.14% | 0.13% | #371 | $103.2M | 2.2M | $80.4M | 2.0M | +188,068+9.41% | Add |
| Private Advisor Group, LLC |
| 0.44% | 0.39% | #258 | $97.0M | 2.1M | $84.1M | 2.1M | -37,675-1.80% | Reduce |
| SEI INVESTMENTS CO |
| 0.08% | 0.07% | #441 | $95.5M | 2.0M | $73.8M | 1.8M | +185,931+10.12% | Add |
| WNY Asset Management, LLC |
| 8.37% | 7.5% | #19 | $93.8M | 2.0M | $72.5M | 1.8M | +181,536+10.06% | Add |
| Merit Financial Group, LLC |
| 0.56% | 0.57% | #230 | $91.1M | 1.9M | $76.8M | 1.9M | +20,243+1.06% | Add |
| Valmark Advisers, Inc. |
| 0.87% | 0.77% | #170 | $81.6M | 1.7M | $65.2M | 1.6M | +105,763+6.52% | Add |
| NewEdge Advisors, LLC |
| 0.23% | 0.22% | #318 | $75.8M | 1.6M | $60.7M | 1.5M | +95,388+6.32% | Add |
| New England Capital Financial Advisors LLC |
| 17.29% | 15.33% | #3 | $72.3M | 1.5M | $56.0M | 1.4M | +138,256+9.92% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.11% | 0.12% | #407 | $68.0M | 1.4M | $56.6M | 1.4M | +44,150+3.15% | Add |
| JSF Financial, LLC |
| 10.75% | 8.38% | #12 | $67.9M | 1.4M | $42.8M | 1.1M | +375,379+35.29% | Add |
| Johnson Bixby & Associates, LLC |
| 7.54% | 7.1% | #23 | $67.5M | 1.4M | $57.2M | 1.4M | +6,667+0.47% | Add |
| Janney Montgomery Scott LLC |
| 0.13% | 0.12% | #383 | $66.7M | 1.4M | $48.9M | 1.2M | +196,847+16.19% | Add |
| Prospera Financial Services Inc |
| 0.96% | 0.93% | #161 | $66.3M | 1.4M | $57.9M | 1.4M | -35,043-2.43% | Reduce |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 1.04% | 0.97% | #156 | $65.9M | 1.4M | $53.2M | 1.3M | +71,647+5.41% | Add |
| Confluence Wealth Services, Inc. |
| 1.81% | 1.81% | #112 | $63.3M | 1.3M | $46.7M | 1.2M | +177,267+15.24% | Add |
| Aprio Wealth Management, LLC |
| 3.12% | 3.19% | #75 | $63.3M | 1.3M | $58.4M | 1.5M | -113,222-7.79% | Reduce |
| Rockefeller Capital Management L.P. |
| 0.1% | 0.1% | #425 | $62.5M | 1.3M | $55.9M | 1.4M | -65,184-4.69% | Reduce |
| CAPTRUST FINANCIAL ADVISORS |
| 0.09% | 0.09% | #427 | $62.2M | 1.3M | $52.7M | 1.3M | +5,077+0.39% | Add |
| Arlington Financial Advisors, LLC |
| 7.85% | 7.02% | #21 | $61.8M | 1.5M | $49.3M | 1.5M | -17,614-1.19% | Reduce |
| Concurrent Investment Advisors, LLC |
| 0.45% | 0.44% | #254 | $52.7M | 1.1M | $40.7M | 1.0M | +104,830+10.36% | Add |
| ADAMSBROWN WEALTH CONSULTANTS LLC |
| 9.91% | 11.45% | #14 | $52.6M | 1.1M | $43.3M | 1.1M | +35,828+3.32% | Add |
| Summit Investment Advisory Services, LLC |
| 11.06% | 13.89% | #9 | $44.1M | 934,072 | $37.4M | 930,119 | +3,953+0.42% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.59% | 0.54% | #222 | $43.7M | 925,166 | $35.1M | 874,408 | +50,758+5.80% | Add |
