| LPL Financial LLC |
| 0.17% | 0.18% | #317 | $753.6M | 8.3M | $672.2M | 8.5M | -200,872-2.36% | Reduce |
| ASSETMARK, INC |
| 0.86% | 0.88% | #139 | $500.1M | 5.5M | $429.8M | 5.4M | +71,780+1.32% | Add |
| Creative Planning |
| 0.23% | 0.22% | #274 | $385.4M | 4.2M | $326.2M | 4.1M | +118,053+2.86% | Add |
| Valmark Advisers, Inc. |
| 2.85% | 2.76% | #61 | $268.9M | 3.0M | $232.4M | 2.9M | +21,729+0.74% | Add |
| Tidal Investments LLC |
| 0.46% | 0.48% | #182 | $266.8M | 2.9M | $228.9M | 2.9M | +43,060+1.49% | Add |
| Private Advisor Group, LLC |
| 1.09% | 1.15% | #114 | $238.8M | 2.6M | $244.5M | 3.1M | -463,230-14.98% | Reduce |
| Wealthcare Advisory Partners LLC |
| 4.32% | 3.98% | #48 | $227.7M | 2.5M | $204.5M | 2.6M | -78,765-3.04% | Reduce |
| Professional Financial Advisors, LLC |
| 35.24% | 24.67% | #2 | $203.7M | 2.2M | $121.2M | 1.5M | +711,325+46.41% | Add |
| Hughes Financial Services, LLC |
| 20.82% | 20.31% | #4 | $157.1M | 1.7M | $132.2M | 1.7M | +58,458+3.50% | Add |
| MORGAN STANLEY |
| 0.01% | 0.01% | #623 | $142.4M | 1.6M | $108.3M | 1.3M | +225,828+16.82% | Add |
| OSAIC HOLDINGS, INC. |
| 0.16% | 0.17% | #321 | $139.9M | 1.5M | $113.6M | 1.4M | +102,974+7.16% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.03% | 0.02% | #516 | $135.9M | 1.5M | $100.8M | 1.3M | +223,082+17.49% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.22% | 0.24% | #280 | $131.1M | 1.4M | $112.1M | 1.4M | +25,823+1.84% | Add |
| Syntegra Private Wealth Group, LLC |
| 9.57% | 10.61% | #19 | $123.5M | 1.4M | $111.7M | 1.4M | -51,713-3.66% | Reduce |
| Keener Financial Planning LLC |
| 37.13% | 36.11% | #1 | $103.8M | 1.1M | $85.9M | 1.1M | +56,706+5.22% | Add |
| Modern Wealth Management, LLC |
| 1.22% | 1.89% | #104 | $102.5M | 1.1M | $110.4M | 1.4M | -256,754-18.53% | Reduce |
| Allworth Financial LP |
| 0.4% | 0.34% | #194 | $95.1M | 1.0M | $84.7M | 1.1M | -24,140-2.25% | Reduce |
| WELLS FARGO & COMPANY/MN |
| 0.02% | 0.02% | #569 | $93.6M | 1.0M | $81.1M | 1.0M | +4,819+0.47% | Add |
| ARS Wealth Advisors Group, LLC |
| 7.24% | 6.89% | #29 | $92.5M | 1.0M | $81.6M | 1.0M | -13,341-1.29% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.02% | 0.02% | #547 | $90.7M | 999,405 | $79.9M | 1.0M | -11,706-1.16% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #650 | $82.9M | 913,019 | $77.0M | 973,384 | -60,365-6.20% | Reduce |
| Rockbridge Investment Management, LCC |
| 6.67% | 6.63% | #30 | $82.1M | 904,261 | $73.8M | 933,841 | -29,580-3.17% | Reduce |
| Blueprint Investment Partners LLC |
| 6.66% | 6.11% | #31 | $79.8M | 879,321 | $59.9M | 757,846 | +121,475+16.03% | Add |
| VOISARD ASSET MANAGEMENT GROUP, INC. |
| 14.93% | 14.17% | #10 | $78.9M | 868,980 | $66.4M | 840,283 | +28,697+3.42% | Add |
| Wealthquest Corp |
| 4.96% | 4.82% | #41 | $78.7M | 866,474 | $68.1M | 861,002 | +5,472+0.64% | Add |
| Rosenberg Matthew Hamilton |
| 14.52% | 13.37% | #11 | $78.0M | 858,575 | $65.3M | 825,503 | +33,072+4.01% | Add |
| B.O.S.S. Retirement Advisors, LLC |
| 19.52% | 17.05% | #6 | $72.3M | 796,314 | $55.9M | 707,527 | +88,787+12.55% | Add |
| Financial Strategies Group, Inc. |
| 11.29% | 11.28% | #14 | $70.9M | 779,808 | $67.4M | 776,616 | +3,192+0.41% | Add |
| Baltimore-Washington Financial Advisors, Inc. |
| 2.6% | 2.56% | #66 | $69.6M | 766,306 | $59.4M | 750,934 | +15,372+2.05% | Add |
| Shepherd Financial Partners LLC |
| 5.71% | 5.6% | #35 | $69.5M | 765,384 | $59.0M | 746,648 | +18,736+2.51% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.16% | 0.15% | #328 | $68.4M | 752,931 | $59.3M | 749,923 | +3,008+0.40% | Add |
| Cerity Partners LLC |
| 0.08% | 0.08% | #411 | $66.6M | 733,767 | $58.7M | 742,992 | -9,225-1.24% | Reduce |
| AQR CAPITAL MANAGEMENT LLC |
| 0.02% | 0.02% | #545 | $62.6M | 689,429 | $50.5M | 638,870 | +50,559+7.91% | Add |
| Weitzel Financial Services, Inc. |
| 19.87% | 20.38% | #5 | $61.8M | 684,063 | $54.0M | 678,821 | +5,242+0.77% | Add |
| Advisors Capital Management, LLC |
| 0.65% | 0.6% | #154 | $61.7M | 679,939 | $51.3M | 649,255 | +30,684+4.73% | Add |
| HUNTINGTON NATIONAL BANK |
| 0.29% | 0.3% | #232 | $59.7M | 657,860 | $54.6M | 690,245 | -32,385-4.69% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.02% | 0.02% | #566 | $57.4M | 632,610 | $59.5M | 752,005 | -119,395-15.88% | Reduce |
| Legacy Private Trust Co. |
| 3.15% | 4.31% | #58 | $56.9M | 626,685 | $70.0M | 885,980 | -259,295-29.27% | Reduce |
| CVFG LLC |
| 5.88% | 5.74% | #33 | $55.9M | 616,164 | $46.2M | 584,153 | +32,011+5.48% | Add |
| Winch Advisory Services, LLC |
| 11.36% | 10.75% | #13 | $54.2M | 597,158 | $47.1M | 595,816 | +1,342+0.23% | Add |
| Stratos Wealth Partners, LTD. |
| 0.54% | 0.51% | #170 | $53.2M | 586,138 | $44.5M | 562,548 | +23,590+4.19% | Add |
| STATE OF MICHIGAN RETIREMENT SYSTEM |
| 0.23% | — | #270 | $51.3M | 565,479 | $0 | 0 | +565,479 | New Buy |
| Symphony Financial, Ltd. Co. |
| 4.88% | 4.97% | #43 | $44.6M | 495,226 | $37.5M | 481,279 | +13,947+2.90% | Add |
| Wealthspire Advisors, LLC |
| 0.24% | — | #258 | $43.9M | 483,994 | $0 | 0 | +483,994 | New Buy |
| Geneos Wealth Management Inc. |
| 0.88% | 0.85% | #133 | $43.2M | 476,001 | $36.8M | 465,482 | +10,519+2.26% | Add |
| Blueprint Financial Advisors LLC |
| 4.78% | 4.86% | #44 | $43.0M | 473,446 | $32.8M | 414,554 | +58,892+14.21% | Add |
| N.E.W. Advisory Services LLC |
| 2.87% | 2.7% | #60 | $42.9M | 472,621 | $36.1M | 456,136 | +16,485+3.61% | Add |
| Aquire Wealth Advisors, LLC |
| 9.72% | 10.1% | #18 | $42.4M | 466,911 | $38.4M | 485,989 | -19,078-3.93% | Reduce |
| Winthrop Advisory Group LLC |
| 2.83% | 3% | #62 | $42.0M | 462,176 | $36.7M | 464,256 | -2,080-0.45% | Reduce |
| Cetera Investment Advisers |
| 0.04% | 0.04% | #487 | $40.8M | 449,566 | $35.1M | 443,363 | +6,203+1.40% | Add |
