| Betterment LLC |
| 2.26% | 0.56% | #97 | $1.33B | 28.4M | $293.5M | 6.2M | +22.2M+355.79% | Add |
| HB Wealth Management, LLC |
| 4.1% | 4.38% | #57 | $730.9M | 15.6M | $676.2M | 14.4M | +1.2M+8.37% | Add |
| VICTORY CAPITAL MANAGEMENT INC |
| 0.39% | 0.45% | #221 | $695.6M | 14.9M | $698.2M | 14.9M | 00.00% | Unchanged |
| MORGAN STANLEY |
| 0.03% | 0.01% | #414 | $588.0M | 12.5M | $201.9M | 4.2M | +8.3M+195.01% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.11% | 0.1% | #313 | $414.7M | 8.8M | $315.7M | 6.7M | +2.1M+31.75% | Add |
| FACTORY MUTUAL INSURANCE CO |
| 3.52% | 3.1% | #70 | $374.7M | 8.0M | $275.2M | 5.8M | +2.1M+36.55% | Add |
| JPMORGAN CHASE & CO |
| 0.02% | 0.02% | #440 | $356.9M | 7.6M | $260.1M | 5.5M | +2.0M+36.68% | Add |
| OpenArc Corporate Advisory, LLC |
| 3.02% | 3.24% | #82 | $254.2M | 5.4M | $226.5M | 4.8M | +605,641+12.59% | Add |
| Mariner, LLC |
| 0.26% | 0.26% | #247 | $253.5M | 5.4M | $222.6M | 4.7M | +672,849+14.23% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.02% | 0.02% | #450 | $248.4M | 5.3M | $253.1M | 5.4M | -85,555-1.59% | Reduce |
| Dynasty Wealth Management, LLC |
| 1.75% | 1.82% | #117 | $235.6M | 5.0M | $209.1M | 4.4M | +577,817+13.01% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.12% | 0.09% | #307 | $222.0M | 4.7M | $144.7M | 3.1M | +1.7M+53.91% | Add |
| Modern Wealth Management, LLC |
| 2.4% | 1.75% | #94 | $201.9M | 4.3M | $102.5M | 2.2M | +2.1M+96.72% | Add |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
| 0.03% | 0.04% | #424 | $201.2M | 4.3M | $259.9M | 5.5M | -1.2M-22.31% | Reduce |
| Legacy Wealth Management, LLC |
| 9.97% | 10.62% | #12 | $190.5M | 4.1M | $182.1M | 3.9M | +190,026+4.91% | Add |
| Janney Montgomery Scott LLC |
| 0.34% | 0.42% | #231 | $176.8M | 3.8M | $168.0M | 3.6M | +197,668+5.54% | Add |
| Cetera Investment Advisers |
| 0.15% | 0.1% | #287 | $164.2M | 3.5M | $98.7M | 2.1M | +1.4M+66.83% | Add |
| HighTower Advisors, LLC |
| 0.15% | 0.16% | #284 | $159.5M | 3.4M | $151.8M | 3.2M | +174,304+5.41% | Add |
| LPL Financial LLC |
| 0.04% | 0.02% | #399 | $156.5M | 3.3M | $78.8M | 1.7M | +1.7M+99.25% | Add |
| Valeo Financial Advisors, LLC |
| 2.91% | 3.06% | #83 | $138.1M | 3.1M | $128.1M | 2.9M | +220,479+7.59% | Add |
| Moss Adams Wealth Advisors LLC |
| 8.51% | 9.04% | #20 | $136.3M | 2.9M | $123.6M | 2.6M | +277,639+10.58% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.03% | 0.03% | #409 | $135.1M | 2.9M | $123.1M | 2.6M | +262,780+10.05% | Add |
| Summit Financial Strategies, Inc. |
| 9.23% | 9.79% | #17 | $131.5M | 2.8M | $124.3M | 2.6M | +161,188+6.11% | Add |
| OSAIC HOLDINGS, INC. |
| 0.14% | 0.15% | #290 | $122.7M | 2.6M | $104.5M | 2.2M | +395,568+17.83% | Add |
| Vestmark Advisory Solutions, Inc. |
| 1.08% | 1.22% | #144 | $115.2M | 2.5M | $110.1M | 2.3M | +114,577+4.90% | Add |
| Confluence Wealth Services, Inc. |
| 3.18% | 3.34% | #78 | $111.1M | 2.4M | $86.2M | 1.8M | +536,983+29.34% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.02% | 0.02% | #445 | $109.9M | 2.3M | $113.2M | 2.4M | -64,279-2.67% | Reduce |
| First Pacific Financial |
| 11.59% | 12.16% | #8 | $97.3M | 2.1M | $94.4M | 2.0M | +66,861+3.33% | Add |
| McAdam, LLC |
| 3.58% | 2.78% | #68 | $92.7M | 2.0M | $61.8M | 1.3M | +662,048+50.46% | Add |
| CGN Advisors LLC |
| 6.64% | 6.7% | #33 | $90.9M | 1.9M | $84.8M | 1.8M | +135,301+7.51% | Add |
| Savant Capital, LLC |
| 0.27% | 0.48% | #246 | $90.4M | 1.9M | $98.6M | 2.1M | -168,401-8.04% | Reduce |
| Grant Street Asset Management, Inc. |
| 13.98% | 15.96% | #5 | $85.3M | 1.8M | $82.8M | 1.8M | +57,918+3.29% | Add |
| First Washington CORP |
| 19.87% | 20.58% | #1 | $81.6M | 1.7M | $72.7M | 1.5M | +192,323+12.45% | Add |
| Avantax Planning Partners, Inc. |
| 2.02% | 2.16% | #104 | $81.0M | 1.7M | $78.8M | 1.7M | +50,648+3.02% | Add |
| Bogart Wealth, LLC |
| 2.76% | 2.85% | #89 | $80.5M | 1.7M | $73.9M | 1.6M | +145,371+9.26% | Add |
| Capital Analysts, LLC |
| 1.8% | 1.95% | #114 | $78.0M | 1.7M | $68.5M | 1.4M | +215,854+14.93% | Add |
| D.B. Root & Company, LLC |
| 16.33% | 17.33% | #3 | $76.9M | 1.6M | $72.5M | 1.5M | +96,929+6.29% | Add |
| Hughes Financial Services, LLC |
| 10.08% | 10.9% | #10 | $76.1M | 1.6M | $70.9M | 1.5M | +113,708+7.55% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.11% | 0.12% | #311 | $73.6M | 1.6M | $70.2M | 1.5M | +78,632+5.28% | Add |
| Allen Capital Group, LLC |
| 5.86% | 6.19% | #42 | $72.0M | 1.5M | $69.2M | 1.5M | +63,461+4.32% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.09% | 0.09% | #334 | $69.6M | 1.5M | $64.4M | 1.4M | +115,551+8.45% | Add |
| DAYMARK WEALTH PARTNERS, LLC |
| 1.68% | 1.11% | #118 | $69.0M | 1.5M | $35.3M | 749,446 | +720,957+96.20% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.13% | 0.1% | #297 | $64.7M | 1.4M | $37.6M | 798,274 | +579,225+72.56% | Add |
| Corient Private Wealth LLC |
| 0.05% | 0.07% | #382 | $64.5M | 1.4M | $48.6M | 1.0M | +342,290+33.16% | Add |
| KINTRA WEALTH, LLC |
| 3.34% | 2.21% | #76 | $64.1M | 1.4M | $31.2M | 663,236 | +721,271+108.75% | Add |
| Calamos Wealth Management LLC |
| 1.91% | 2.06% | #108 | $63.2M | 1.3M | $59.9M | 1.3M | +75,481+5.93% | Add |
| SENTINEL PENSION ADVISORS, LLC |
| 5.24% | 8.79% | #48 | $62.1M | 1.3M | $59.5M | 1.3M | +70,017+5.54% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.1% | 0.12% | #318 | $61.8M | 1.3M | $55.8M | 1.2M | +141,683+11.94% | Add |
| Wiser Wealth Management, Inc |
| 11.81% | 13.05% | #6 | $61.7M | 1.3M | $60.5M | 1.3M | +29,628+2.31% | Add |
| Bluespring Wealth Management, LLC |
| 1.18% | 3.37% | #139 | $61.4M | 1.3M | $39.1M | 830,813 | +476,896+57.40% | Add |
