| AMERIPRISE FINANCIAL INC |
| 0.16% | 0.15% | #405 | $787.7M | 8.8M | $636.5M | 7.5M | +1.3M+17.71% | Add |
| AMERICAN CENTURY COMPANIES INC |
| 0.24% | 0.22% | #354 | $547.6M | 6.1M | $426.5M | 5.0M | +1.1M+22.10% | Add |
| LPL Financial LLC |
| 0.11% | 0.1% | #435 | $502.6M | 5.6M | $362.3M | 4.3M | +1.4M+31.92% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.79% | 0.87% | #230 | $479.3M | 5.4M | $398.1M | 4.7M | +689,637+14.74% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.11% | 0.11% | #437 | $468.2M | 5.2M | $417.1M | 4.9M | +332,230+6.76% | Add |
| MISSION WEALTH MANAGEMENT, LP |
| 5.59% | 5.94% | #52 | $459.3M | 5.1M | $289.1M | 3.4M | +1.7M+51.11% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.03% | 0.02% | #564 | $392.3M | 4.4M | $339.7M | 4.0M | +394,419+9.85% | Add |
| MORGAN STANLEY |
| 0.02% | 0.01% | #573 | $391.4M | 4.4M | $161.7M | 2.0M | +2.3M+114.14% | Add |
| Bank of New York Mellon Corp |
| 0.06% | 0.01% | #493 | $388.6M | 4.4M | $68.4M | 805,700 | +3.6M+440.73% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.2% | 0.18% | #379 | $370.0M | 4.1M | $300.3M | 3.5M | +608,037+17.18% | Add |
| PNC FINANCIAL SERVICES GROUP, INC. |
| 0.14% | 0.15% | #411 | $291.4M | 3.3M | $262.7M | 3.1M | +171,165+5.53% | Add |
| Rockwood Wealth Management, LLC |
| 17.85% | 18.27% | #1 | $282.4M | 3.2M | $255.2M | 3.0M | +157,756+5.24% | Add |
| VANTAGEPOINT INVESTMENT ADVISERS LLC |
| 1.95% | 2.09% | #153 | $260.4M | 2.9M | $246.9M | 2.9M | +9,943+0.34% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.04% | 0.03% | #531 | $257.4M | 2.9M | $154.2M | 1.8M | +1.1M+58.84% | Add |
| HighTower Advisors, LLC |
| 0.23% | 0.24% | #362 | $238.5M | 2.7M | $222.9M | 2.6M | +46,754+1.78% | Add |
| Corient Private Wealth LLC |
| 0.15% | 0.61% | #407 | $202.9M | 2.3M | $424.1M | 5.0M | -2.7M-54.49% | Reduce |
| MASECO LLP |
| 5.04% | 5.21% | #61 | $179.2M | 2.0M | $166.2M | 2.0M | +50,596+2.58% | Add |
| Advance Capital Management, Inc. |
| 5.35% | 5.57% | #56 | $165.4M | 1.9M | $147.0M | 1.7M | +121,606+7.02% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.04% | 0.04% | #527 | $156.6M | 1.8M | $128.2M | 1.5M | +243,559+16.11% | Add |
| UBS Group AG |
| 0.02% | 0.02% | #579 | $154.1M | 1.7M | $134.7M | 1.6M | +139,233+8.77% | Add |
| HB Wealth Management, LLC |
| 0.85% | 0.91% | #226 | $151.0M | 1.7M | $141.3M | 1.7M | +28,334+1.70% | Add |
| Modern Wealth Management, LLC |
| 1.64% | 1.19% | #169 | $137.6M | 1.5M | $69.7M | 809,026 | +733,236+90.63% | Add |
| Annex Advisory Services, LLC |
| 2.29% | 2.47% | #138 | $134.2M | 1.5M | $132.0M | 1.6M | -51,157-3.29% | Reduce |
| Gradient Investments LLC |
| 1.78% | 1.86% | #160 | $129.0M | 1.4M | $120.0M | 1.4M | +30,844+2.18% | Add |
| Oak Root LLC |
| 14.05% | 14.76% | #3 | $127.3M | 1.4M | $121.1M | 1.4M | 00.00% | Unchanged |
| FIFTH THIRD BANCORP |
| 0.18% | 0.17% | #387 | $112.6M | 1.3M | $92.2M | 1.1M | +176,104+16.21% | Add |
| Waverly Advisors, LLC |
| 0.63% | 0.55% | #247 | $109.0M | 1.2M | $73.3M | 864,479 | +357,998+41.41% | Add |
| Financial Plan, Inc. |
| 10.23% | 10.79% | #14 | $107.8M | 1.2M | $100.7M | 1.2M | +22,667+1.91% | Add |
| Focus Partners Wealth |
| 0.11% | 0.13% | #439 | $105.2M | 1.2M | $114.3M | 1.3M | -111,087-8.61% | Reduce |
| GREENUP STREET WEALTH MANAGEMENT LLC |
| 11.5% | 12.98% | #8 | $94.5M | 1.1M | $92.2M | 1.1M | -27,567-2.54% | Reduce |
| Parallel Advisors, LLC |
| 1.42% | 1.41% | #184 | $93.3M | 1.0M | $78.5M | 925,232 | +120,913+13.07% | Add |
| GW HENSSLER & ASSOCIATES LTD |
| 4.09% | 4.02% | #84 | $91.9M | 1.0M | $85.4M | 1.0M | +23,309+2.31% | Add |
| FIRST NATIONAL TRUST CO |
| 3.06% | 2.94% | #108 | $90.1M | 1.0M | $86.3M | 1.0M | -7,419-0.73% | Reduce |
| Diversified Portfolios, Inc. |
| 6.43% | 6.5% | #39 | $88.7M | 994,311 | $79.1M | 932,696 | +61,615+6.61% | Add |
| Beacon Pointe Advisors, LLC |
| 0.38% | 0.42% | #292 | $82.6M | 926,373 | $79.3M | 934,365 | -7,992-0.86% | Reduce |
| Werba Rubin Papier Wealth Management |
| 9.49% | 9.87% | #19 | $78.2M | 876,278 | $70.8M | 835,062 | +41,216+4.94% | Add |
| Plancorp, LLC |
| 1.88% | 2.2% | #156 | $77.0M | 862,580 | $77.3M | 864,565 | -1,985-0.23% | Reduce |
| &PARTNERS |
| 0.31% | 0.33% | #315 | $76.6M | 858,519 | $67.5M | 794,001 | +64,518+8.13% | Add |
| Cerity Partners LLC |
| 0.09% | 0.1% | #456 | $75.5M | 846,764 | $72.7M | 857,498 | -10,734-1.25% | Reduce |
| Apella Capital, LLC |
| 1.05% | 1.02% | #211 | $74.4M | 828,607 | $69.0M | 757,248 | +71,359+9.42% | Add |
| CORRECT CAPITAL WEALTH MANAGEMENT |
| 12.45% | 12.64% | #7 | $72.2M | 809,847 | $67.7M | 798,188 | +11,659+1.46% | Add |
| Simplicity Wealth,LLC |
| 2.39% | 3.11% | #133 | $71.0M | 795,696 | $55.0M | 647,822 | +147,874+22.83% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.16% | 0.13% | #402 | $70.1M | 785,624 | $49.2M | 580,176 | +205,448+35.41% | Add |
| Savant Capital, LLC |
| 0.2% | 0.3% | #374 | $69.0M | 773,812 | $61.1M | 720,524 | +53,288+7.40% | Add |
| ATWOOD & PALMER INC |
| 3.67% | 3.67% | #98 | $68.8M | 771,462 | $65.1M | 767,452 | +4,010+0.52% | Add |
| JNBA Financial Advisors |
| 5.2% | 5% | #58 | $68.7M | 769,910 | $60.1M | 708,211 | +61,699+8.71% | Add |
| ESL Trust Services, LLC |
| 11.38% | 12.12% | #9 | $66.7M | 748,227 | $63.5M | 748,102 | +125+0.02% | Add |
| HUB Investment Partners, LLC |
| 1.18% | 1.38% | #200 | $65.7M | 736,719 | $57.8M | 681,333 | +55,386+8.13% | Add |
| Cresset Asset Management, LLC |
| 0.23% | 0.25% | #359 | $64.6M | 723,784 | $57.4M | 677,105 | +46,679+6.89% | Add |
| JSF Financial, LLC |
| 10.09% | 11.17% | #16 | $63.8M | 714,806 | $57.0M | 671,730 | +43,076+6.41% | Add |
