| BANK OF AMERICA CORP /DE/ |
| 0.04% | 0.04% | #511 | $664.6M | 25.1M | $604.9M | 23.1M | +2.0M+8.54% | Add |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
| 0.08% | 0.06% | #460 | $620.7M | 23.4M | $393.3M | 15.0M | +8.4M+55.89% | Add |
| MORGAN STANLEY |
| 0.03% | 0.02% | #537 | $616.1M | 23.2M | $343.7M | 12.8M | +10.4M+81.39% | Add |
| LPL Financial LLC |
| 0.13% | 0.13% | #424 | $566.6M | 21.4M | $471.8M | 18.0M | +3.4M+18.65% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.08% | 0.08% | #457 | $359.4M | 13.6M | $313.9M | 12.0M | +1.6M+13.11% | Add |
| Sequoia Financial Advisors, LLC |
| 1.64% | 1.61% | #148 | $328.9M | 12.4M | $288.1M | 11.0M | +1.4M+12.79% | Add |
| HighTower Advisors, LLC |
| 0.29% | 0.3% | #338 | $304.8M | 11.5M | $282.4M | 10.8M | +717,641+6.66% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.04% | 0.03% | #514 | $261.5M | 9.9M | $180.8M | 6.9M | +3.0M+42.84% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.06% | 0.06% | #493 | $210.8M | 7.9M | $180.8M | 6.9M | +1.0M+15.17% | Add |
| Advance Capital Management, Inc. |
| 6.49% | 7.06% | #23 | $200.8M | 7.6M | $186.3M | 7.1M | +462,839+6.51% | Add |
| AE Wealth Management LLC |
| 0.92% | 1.13% | #207 | $197.6M | 7.5M | $208.2M | 7.9M | -493,728-6.21% | Reduce |
| Pure Financial Advisors, LLC |
| 2.48% | — | #115 | $193.3M | 7.3M | $0 | 0 | +7.3M | New Buy |
| Retirement Planning Group, LLC |
| 4.83% | 5.25% | #46 | $190.2M | 7.2M | $169.4M | 6.5M | +709,528+10.98% | Add |
| NewEdge Advisors, LLC |
| 0.51% | 0.53% | #286 | $171.0M | 6.4M | $147.0M | 5.6M | +839,295+14.96% | Add |
| UBS Group AG |
| 0.02% | 0.02% | #567 | $148.8M | 5.6M | $123.9M | 4.7M | +881,617+18.64% | Add |
| WCG Wealth Advisors LLC |
| 3.4% | 2.49% | #78 | $143.5M | 5.4M | $89.1M | 3.4M | +2.0M+59.12% | Add |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| 0.75% | 0.74% | #237 | $136.7M | 5.2M | $120.5M | 4.6M | +570,462+12.42% | Add |
| State of New Jersey Common Pension Fund D |
| 0.41% | 0.23% | #310 | $119.3M | 4.5M | $59.0M | 2.3M | +2.3M+100.00% | Add |
| Waverly Advisors, LLC |
| 0.68% | <0.01% | #247 | $117.2M | 4.4M | $354,923 | 13,547 | +4.4M+32,509.50% | Add |
| Destination Wealth Management |
| 2.64% | 2.17% | #104 | $113.3M | 4.3M | $83.6M | 3.2M | +1.1M+33.91% | Add |
| ROYAL BANK OF CANADA |
| 0.02% | 0.01% | #581 | $109.7M | 4.1M | $75.6M | 2.9M | +1.3M+43.48% | Add |
| Bank of New York Mellon Corp |
| 0.02% | 0.01% | #574 | $107.9M | 4.1M | $56.6M | 2.2M | +1.9M+88.32% | Add |
| Krilogy Financial LLC |
| 3.16% | 3.2% | #85 | $106.7M | 4.0M | $99.4M | 3.7M | +277,434+7.40% | Add |
| Advocacy Wealth Management, LLC |
| 4.53% | 4.55% | #53 | $102.8M | 3.9M | $102.8M | 3.9M | 00.00% | Unchanged |
| Bluespring Wealth Management, LLC |
| 1.86% | — | #136 | $96.5M | 3.6M | $0 | 0 | +3.6M | New Buy |
| Confluence Wealth Services, Inc. |
| 2.73% | 3.03% | #102 | $95.4M | 3.6M | $78.2M | 3.0M | +610,259+20.44% | Add |
| GR FINANCIAL GROUP, LLC |
| 12.76% | 30.3% | #4 | $93.9M | 3.5M | $91.3M | 3.5M | +53,663+1.54% | Add |
| Stratos Wealth Partners, LTD. |
| 0.89% | 0.99% | #210 | $88.9M | 3.4M | $86.7M | 3.3M | +42,618+1.29% | Add |
| Ocean Park Asset Management, LLC |
| 4.19% | — | #61 | $87.0M | 3.3M | $0 | 0 | +3.3M | New Buy |
| Horizon Investments, LLC |
| 0.91% | 0.9% | #208 | $86.3M | 3.3M | $81.7M | 3.1M | +143,631+4.57% | Add |
| OSAIC HOLDINGS, INC. |
| 0.1% | 0.09% | #444 | $84.2M | 3.2M | $64.3M | 2.5M | +720,940+29.37% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.04% | 0.04% | #508 | $84.0M | 3.2M | $70.2M | 2.7M | +487,771+18.19% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.1% | 0.09% | #446 | $78.2M | 2.9M | $67.7M | 2.6M | +366,065+14.17% | Add |
| Fragasso Financial Advisors Inc |
| 4.1% | 4.27% | #63 | $77.1M | 2.9M | $70.8M | 2.7M | +208,327+7.72% | Add |
| Summit Financial, LLC |
| 0.83% | 0.83% | #226 | $75.5M | 2.8M | $65.4M | 2.5M | +350,760+14.05% | Add |
| Modern Wealth Management, LLC |
| 0.88% | 0.05% | #216 | $73.7M | 2.8M | $2.8M | 106,083 | +2.7M+2,520.71% | Add |
| Corient Private Wealth LLC |
| 0.05% | 0.06% | #499 | $70.9M | 2.7M | $40.1M | 1.5M | +1.1M+73.35% | Add |
| Cetera Investment Advisers |
| 0.06% | 0.05% | #486 | $67.6M | 2.6M | $51.1M | 1.9M | +601,376+30.86% | Add |
| Falcon Wealth Planning |
| 4.24% | 4.23% | #59 | $67.1M | 2.5M | $62.1M | 2.4M | +161,121+6.80% | Add |
| Apollon Wealth Management, LLC |
| 0.81% | 0.79% | #232 | $66.3M | 2.5M | $48.7M | 1.9M | +641,944+34.56% | Add |
| Family Investment Center, Inc. |
| 10.54% | 10.75% | #8 | $63.4M | 2.4M | $55.9M | 2.1M | +260,240+12.21% | Add |
| Journey Advisory Group, LLC |
| 4.85% | 5.14% | #45 | $63.4M | 2.4M | $60.3M | 2.3M | +92,292+4.01% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.1% | 0.12% | #442 | $61.1M | 2.3M | $55.8M | 2.1M | +191,639+9.00% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.13% | 0.13% | #421 | $55.6M | 2.1M | $50.0M | 1.9M | +190,070+9.97% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.08% | 0.08% | #466 | $50.3M | 1.9M | $48.4M | 1.8M | +47,180+2.55% | Add |
| STIFEL FINANCIAL CORP |
| 0.04% | 0.04% | #516 | $49.9M | 1.9M | $41.9M | 1.6M | +283,455+17.72% | Add |
| RiverFront Investment Group, LLC |
| 0.66% | 0.76% | #251 | $49.7M | 1.9M | $49.0M | 1.9M | +3,395+0.18% | Add |
| Vickerman Investment Advisors, Inc. |
| 9.51% | 9% | #11 | $49.0M | 1.8M | $42.8M | 1.6M | +212,156+12.98% | Add |
| Ritter Daniher Financial Advisory LLC / DE |
| 7.32% | 7.77% | #19 | $48.1M | 1.8M | $45.8M | 1.7M | +65,470+3.74% | Add |
| GeoWealth Management, LLC |
| 1.51% | 1.64% | #154 | $48.0M | 1.8M | $45.4M | 1.7M | +75,088+4.33% | Add |
