| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 2.47% | 2.69% | #158 | $4.62B | 101.7M | $4.37B | 95.9M | +5.8M+6.05% | Add |
| MORGAN STANLEY |
| 0.09% | 0.08% | #522 | $1.67B | 36.8M | $1.38B | 29.9M | +6.9M+23.19% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.05% | 0.05% | #583 | $716.0M | 15.7M | $670.9M | 14.7M | +1.0M+7.03% | Add |
| FMR LLC |
| 0.03% | 0.03% | #617 | $696.3M | 15.3M | $660.6M | 14.5M | +825,916+5.70% | Add |
| JPMORGAN CHASE & CO |
| 0.04% | 0.04% | #607 | $638.6M | 14.0M | $602.1M | 13.2M | +743,813+5.62% | Add |
| LPL Financial LLC |
| 0.13% | 0.13% | #475 | $593.4M | 13.0M | $484.9M | 10.6M | +2.4M+22.74% | Add |
| Dynasty Wealth Management, LLC |
| 3.71% | 4.06% | #115 | $499.0M | 11.0M | $465.8M | 10.2M | +759,498+7.44% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.11% | 0.11% | #494 | $410.2M | 9.0M | $357.3M | 7.8M | +1.2M+15.14% | Add |
| Modern Wealth Management, LLC |
| 4.39% | 3.92% | #104 | $368.9M | 8.1M | $228.8M | 5.0M | +3.1M+61.70% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.09% | 0.09% | #526 | $366.6M | 8.1M | $340.9M | 7.5M | +587,351+7.86% | Add |
| Cetera Investment Advisers |
| 0.3% | 0.33% | #378 | $331.9M | 7.3M | $310.3M | 6.8M | +494,921+7.28% | Add |
| COUNTRY TRUST BANK |
| 5.46% | 5.85% | #80 | $312.0M | 6.9M | $307.6M | 6.7M | +114,071+1.69% | Add |
| UBS Group AG |
| 0.04% | 0.04% | #596 | $307.1M | 6.8M | $284.2M | 6.2M | +520,840+8.36% | Add |
| Quotient Wealth Partners, LLC |
| 7.23% | 7.81% | #49 | $306.1M | 6.7M | $296.6M | 6.5M | +228,574+3.52% | Add |
| Legacy Wealth Management, LLC |
| 13.08% | 9.31% | #13 | $250.0M | 5.5M | $159.7M | 3.5M | +2.0M+57.03% | Add |
| OSAIC HOLDINGS, INC. |
| 0.29% | 0.31% | #382 | $249.9M | 5.5M | $210.2M | 4.6M | +884,737+19.20% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.29% | 0.31% | #384 | $232.6M | 5.1M | $222.9M | 4.9M | +228,394+4.67% | Add |
| SAX WEALTH ADVISORS, LLC |
| 8.34% | 8.92% | #35 | $204.9M | 4.5M | $184.1M | 4.0M | +492,774+12.32% | Add |
| ROYAL BANK OF CANADA |
| 0.03% | 0.03% | #622 | $200.0M | 4.4M | $191.2M | 4.2M | +206,486+4.93% | Add |
| MATHER GROUP, LLC. |
| 1.63% | 1.98% | #206 | $187.0M | 4.1M | $198.2M | 4.3M | -233,990-5.39% | Reduce |
| RITHOLTZ WEALTH MANAGEMENT |
| 2.76% | 3.17% | #149 | $185.0M | 4.1M | $182.7M | 4.0M | +61,088+1.52% | Add |
| Kestra Advisory Services, LLC |
| 0.59% | 0.68% | #301 | $181.7M | 4.0M | $181.0M | 4.0M | +27,759+0.70% | Add |
| Waverly Advisors, LLC |
| 1.01% | 0.21% | #253 | $174.5M | 3.8M | $28.1M | 617,014 | +3.2M+521.80% | Add |
| Capital Analysts, LLC |
| 3.68% | 3.79% | #117 | $159.5M | 3.5M | $132.9M | 2.9M | +620,134+21.49% | Add |
| Retirement Planning Group, LLC |
| 3.64% | 4.02% | #119 | $143.4M | 3.2M | $129.7M | 2.8M | +309,452+10.88% | Add |
| Blue Chip Partners, LLC |
| 8.86% | 9.78% | #29 | $140.2M | 3.1M | $135.9M | 3.0M | +102,804+3.45% | Add |
| SAGESPRING WEALTH PARTNERS, LLC |
| 2.13% | 2.22% | #171 | $138.7M | 3.0M | $121.9M | 2.7M | +377,232+14.12% | Add |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.22% | 0.24% | #416 | $138.1M | 3.0M | $134.6M | 3.0M | +86,602+2.94% | Add |
| Forvis Mazars Wealth Advisors, LLC |
| 2.26% | 2.44% | #164 | $135.0M | 3.0M | $128.6M | 2.8M | +149,998+5.32% | Add |
| Focus Partners Wealth |
| 0.11% | 0.12% | #487 | $112.1M | 2.5M | $109.6M | 1.8M | +702,514+39.90% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.23% | 0.27% | #412 | $111.9M | 2.5M | $98.5M | 2.2M | +299,673+13.88% | Add |
| McKinley Carter Wealth Services, Inc. |
| 5.74% | 5.97% | #75 | $111.3M | 2.4M | $103.5M | 2.3M | +177,215+7.81% | Add |
| Summit Financial Strategies, Inc. |
| 7.61% | 8% | #43 | $108.5M | 2.4M | $101.6M | 2.2M | +157,574+7.08% | Add |
| Corient Private Wealth LLC |
| 0.07% | 0.11% | #542 | $96.8M | 2.1M | $78.1M | 1.7M | +413,244+24.09% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.02% | 0.02% | #655 | $96.8M | 2.1M | $90.6M | 2.0M | +141,272+7.11% | Add |
| Integrated Wealth Concepts LLC |
| 0.48% | 0.45% | #326 | $96.7M | 2.1M | $56.6M | 1.2M | +884,907+71.31% | Add |
| Octavia Wealth Advisors, LLC |
| 8.1% | 8.4% | #37 | $93.8M | 2.1M | $87.9M | 1.9M | +134,935+7.03% | Add |
| HighTower Advisors, LLC |
| 0.09% | 0.1% | #523 | $91.3M | 2.0M | $90.1M | 2.0M | +34,028+1.72% | Add |
| Valeo Financial Advisors, LLC |
| 1.8% | 1.99% | #193 | $85.3M | 2.0M | $83.2M | 1.9M | +51,561+2.67% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.19% | 0.2% | #434 | $82.4M | 1.8M | $79.2M | 1.7M | +76,042+4.38% | Add |
| Falcon Wealth Planning |
| 4.69% | 4.68% | #97 | $74.4M | 1.6M | $68.7M | 1.5M | +129,202+8.58% | Add |
| PEAPACK GLADSTONE FINANCIAL CORP |
| 0.84% | 0.85% | #270 | $72.9M | 1.6M | $66.6M | 1.5M | +143,429+9.83% | Add |
| Wealthcare Advisory Partners LLC |
| 1.35% | 1.35% | #223 | $71.2M | 1.6M | $69.5M | 1.5M | +41,007+2.69% | Add |
| Private Advisor Group, LLC |
| 0.32% | 0.32% | #368 | $69.6M | 1.5M | $68.9M | 1.5M | +20,565+1.36% | Add |
| Ameritas Advisory Services, LLC |
| 1.39% | 1.38% | #220 | $69.0M | 1.5M | $35.7M | 782,368 | +735,242+93.98% | Add |
| Ullmann Wealth Partners Group, LLC |
| 6.13% | 5.59% | #65 | $67.5M | 1.5M | $53.9M | 1.2M | +301,845+25.56% | Add |
| Concurrent Investment Advisors, LLC |
| 0.56% | 0.66% | #308 | $65.3M | 1.4M | $60.4M | 1.3M | +111,744+8.44% | Add |
| HUB Investment Partners, LLC |
| 1.16% | 1.48% | #235 | $64.7M | 1.4M | $62.0M | 1.4M | +63,621+4.68% | Add |
| Syntegra Private Wealth Group, LLC |
| 4.89% | 3.66% | #92 | $63.2M | 1.4M | $38.5M | 844,698 | +543,863+64.39% | Add |
| Arkadios Wealth Advisors |
| 0.9% | 0.91% | #263 | $59.5M | 1.3M | $55.8M | 1.2M | +83,362+6.81% | Add |
