| WELLS FARGO & COMPANY/MN |
| 0.63% | 0.66% | #96 | $3.89B | 27.4M | $3.52B | 28.1M | -649,408-2.31% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.53% | 0.55% | #109 | $991.5M | 7.0M | $886.6M | 7.1M | -97,709-1.38% | Reduce |
| Betterment LLC |
| 1.37% | 1.37% | #56 | $810.4M | 5.7M | $721.9M | 5.8M | -57,433-1.00% | Reduce |
| MORGAN STANLEY |
| 0.04% | 0.05% | #323 | $715.1M | 5.0M | $762.8M | 5.9M | -815,652-13.93% | Reduce |
| LPL Financial LLC |
| 0.1% | 0.11% | #219 | $456.9M | 3.2M | $407.6M | 3.3M | -37,079-1.14% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.11% | 0.09% | #211 | $451.5M | 3.2M | $335.2M | 2.7M | +503,551+18.80% | Add |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| 7.48% | 7.87% | #12 | $415.6M | 2.9M | $388.4M | 3.1M | -174,973-5.64% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| 0.02% | 0.03% | #359 | $387.4M | 2.7M | $352.0M | 2.8M | -82,432-2.93% | Reduce |
| SigFig Wealth Management, LLC |
| 7.46% | 7.25% | #13 | $281.6M | 2.0M | $247.2M | 2.0M | +23,106+1.17% | Add |
| RiverFront Investment Group, LLC |
| 3.52% | 3.85% | #32 | $266.5M | 1.9M | $248.8M | 2.0M | -110,159-5.54% | Reduce |
| GOLDMAN SACHS GROUP INC |
| 0.02% | 0.03% | #376 | $235.5M | 1.7M | $221.7M | 1.8M | -112,254-6.34% | Reduce |
| HB Wealth Management, LLC |
| 1.04% | 1.01% | #71 | $185.2M | 1.3M | $156.2M | 1.2M | +56,976+4.56% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.04% | 0.05% | #305 | $165.2M | 1.2M | $147.9M | 1.2M | -17,143-1.45% | Reduce |
| Cetera Investment Advisers |
| 0.13% | 0.13% | #191 | $145.4M | 1.0M | $126.7M | 1.0M | +12,501+1.23% | Add |
| Glenview Trust Co |
| 2.23% | 2.27% | #44 | $144.5M | 1.2M | $144.5M | 1.2M | 00.00% | Unchanged |
| SFMG, LLC |
| 7.44% | 7.22% | #14 | $123.5M | 870,472 | $106.6M | 852,009 | +18,463+2.17% | Add |
| High Probability Advisors, LLC |
| 12.55% | 12.63% | #4 | $117.3M | 827,017 | $98.7M | 788,473 | +38,544+4.89% | Add |
| Financial Management Professionals, Inc. |
| 10.62% | 11.89% | #7 | $112.0M | 789,342 | $106.0M | 847,450 | -58,108-6.86% | Reduce |
| Riverpoint Wealth Management Holdings, LLC |
| 17.17% | 17.21% | #3 | $93.5M | 658,842 | $80.9M | 646,369 | +12,473+1.93% | Add |
| OneDigital Investment Advisors LLC |
| 0.78% | 0.78% | #86 | $92.2M | 649,813 | $80.0M | 639,363 | +10,450+1.63% | Add |
| ROYAL BANK OF CANADA |
| 0.01% | 0.02% | #419 | $91.4M | 644,108 | $89.5M | 715,231 | -71,123-9.94% | Reduce |
| Goldstein Advisors, LLC |
| 8.06% | 8.31% | #10 | $88.2M | 621,939 | $74.8M | 597,997 | +23,942+4.00% | Add |
| UBS Group AG |
| 0.01% | 0.01% | #440 | $84.0M | 592,065 | $72.6M | 580,375 | +11,690+2.01% | Add |
| LIFELONG WEALTH ADVISORS, INC. |
| 18.14% | 18.23% | #2 | $77.2M | 544,027 | $68.6M | 548,228 | -4,201-0.77% | Reduce |
| FIRST FOUNDATION ADVISORS |
| 2.27% | 2.31% | #43 | $63.3M | 446,025 | $57.4M | 459,085 | -13,060-2.84% | Reduce |
| HighTower Advisors, LLC |
| 0.06% | 0.06% | #276 | $60.3M | 424,857 | $52.0M | 415,335 | +9,522+2.29% | Add |
| APPLETON PARTNERS INC/MA |
| 3.67% | 3.67% | #31 | $59.8M | 421,782 | $52.6M | 420,407 | +1,375+0.33% | Add |
| Orion Porfolio Solutions, LLC |
| 0.45% | 0.46% | #119 | $59.2M | 417,254 | $53.7M | 429,022 | -11,768-2.74% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #534 | $58.1M | 412,095 | $47.7M | 392,042 | +20,053+5.12% | Add |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV |
| 12.07% | 12.31% | #6 | $53.2M | 374,592 | $47.1M | 376,239 | -1,647-0.44% | Reduce |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC |
| 5.92% | 5.98% | #18 | $51.4M | 362,397 | $45.2M | 360,535 | +1,862+0.52% | Add |
| LexAurum Advisors, LLC |
| 5.93% | 6.03% | #17 | $51.3M | 361,888 | $46.5M | 371,461 | -9,573-2.58% | Reduce |
| Dynamic Advisor Solutions LLC |
| 1.45% | 1.28% | #54 | $51.1M | 359,896 | $40.6M | 324,786 | +35,110+10.81% | Add |
| PRINCIPAL SECURITIES, INC. |
| 0.61% | 0.51% | #100 | $50.4M | 355,063 | $34.9M | 278,631 | +76,432+27.43% | Add |
| RFG Advisory, LLC |
| 0.79% | 0.85% | #85 | $50.4M | 355,036 | $46.2M | 369,331 | -14,295-3.87% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.06% | 0.07% | #272 | $49.0M | 345,275 | $52.4M | 418,469 | -73,194-17.49% | Reduce |
| Baird Financial Group, Inc. |
| 0.07% | 0.07% | #262 | $48.4M | 341,101 | $43.0M | 343,984 | -2,883-0.84% | Reduce |
| Steward Partners Investment Advisory, LLC |
| 0.25% | 0.22% | #147 | $48.1M | 339,087 | $43.1M | 344,254 | -5,167-1.50% | Reduce |
| AXXCESS WEALTH MANAGEMENT, LLC |
| 0.73% | 1.12% | #87 | $46.0M | 323,965 | $35.0M | 280,056 | +43,909+15.68% | Add |
| IAG Wealth Partners, LLC |
| 4.51% | 4.55% | #25 | $45.6M | 321,376 | $40.7M | 325,461 | -4,085-1.26% | Reduce |
| AQR CAPITAL MANAGEMENT LLC |
| 0.01% | 0.02% | #418 | $39.5M | 278,485 | $33.8M | 270,488 | +7,997+2.96% | Add |
| Janney Montgomery Scott LLC |
| 0.08% | 0.09% | #249 | $38.9M | 273,806 | $36.0M | 287,997 | -14,191-4.93% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.06% | 0.08% | #267 | $38.8M | 269,897 | $34.5M | 273,151 | -3,254-1.19% | Reduce |
| Hennion & Walsh Asset Management, Inc. |
| 1.1% | 2.37% | #64 | $38.6M | 271,998 | $70.5M | 563,097 | -291,099-51.70% | Reduce |
| KINTRA WEALTH, LLC |
| 1.88% | 2.52% | #47 | $36.2M | 243,260 | $35.6M | 284,450 | -41,190-14.48% | Reduce |
| Envestnet Portfolio Solutions, Inc. |
| 0.16% | 0.13% | #182 | $34.1M | 240,491 | $22.9M | 182,987 | +57,504+31.43% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.05% | 0.05% | #288 | $33.2M | 234,058 | $28.5M | 227,567 | +6,491+2.85% | Add |
| OSAIC HOLDINGS, INC. |
| 0.04% | 0.04% | #324 | $32.2M | 226,679 | $27.5M | 219,388 | +7,291+3.32% | Add |
| Cornerstone Advisory, LLC |
| 2.51% | 2.55% | #39 | $30.3M | 213,217 | $26.9M | 214,951 | -1,734-0.81% | Reduce |
| 1900 WEALTH MANAGEMENT LLC |
| 1.61% | 1.64% | #52 | $28.9M | 203,981 | $25.5M | 204,132 | -151-0.07% | Reduce |
