| LPL Financial LLC |
| 0.15% | 0.17% | #231 | $646.4M | 25.3M | $633.2M | 24.7M | +613,429+2.48% | Add |
| STATE STREET CORP |
| 0.01% | 0.01% | #407 | $370.7M | 14.5M | $404.0M | 15.8M | -1.2M-7.89% | Reduce |
| Cerity Partners LLC |
| 0.44% | 0.46% | #135 | $367.6M | 14.4M | $325.4M | 12.7M | +1.7M+13.41% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.06% | 0.07% | #305 | $251.6M | 9.9M | $250.8M | 9.8M | +67,300+0.69% | Add |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| 3.28% | 3.5% | #27 | $249.8M | 9.8M | $239.0M | 9.3M | +457,858+4.91% | Add |
| EXCHANGE TRADED CONCEPTS, LLC |
| 1.13% | 1.3% | #79 | $248.2M | 9.7M | $183.4M | 7.2M | +2.6M+35.85% | Add |
| RiverFront Investment Group, LLC |
| 2.63% | 3.09% | #40 | $199.3M | 7.8M | $199.5M | 7.8M | +22,881+0.29% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #405 | $182.0M | 7.1M | $149.7M | 5.8M | +1.3M+22.04% | Add |
| Tidal Investments LLC |
| 0.25% | 0.32% | #182 | $142.6M | 5.6M | $152.3M | 6.0M | -358,082-6.00% | Reduce |
| Horizon Investments, LLC |
| 1.38% | 2.03% | #67 | $131.6M | 9.7M | $183.7M | 7.2M | +2.6M+35.70% | Add |
| OSAIC HOLDINGS, INC. |
| 0.14% | 0.16% | #236 | $116.3M | 4.6M | $111.4M | 4.3M | +210,102+4.83% | Add |
| TOBIAS FINANCIAL ADVISORS, INC. |
| 14.34% | 14.9% | #3 | $113.0M | 4.4M | $107.1M | 4.2M | +249,337+5.97% | Add |
| Baker Avenue Asset Management, LP |
| 1.7% | 1.96% | #57 | $90.0M | 3.5M | $86.8M | 3.4M | +142,152+4.20% | Add |
| Wealthcare Advisory Partners LLC |
| 1.55% | 1.5% | #62 | $81.8M | 3.2M | $77.2M | 3.0M | +190,995+6.33% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.02% | 0.02% | #366 | $74.9M | 2.9M | $70.6M | 2.8M | +179,410+6.51% | Add |
| Kingsview Wealth Management, LLC |
| 1.22% | 0.94% | #75 | $69.1M | 2.7M | $69.1M | 2.7M | 00.00% | Unchanged |
| MORGAN STANLEY |
| <0.01% | <0.01% | #458 | $68.6M | 2.7M | $41.2M | 1.6M | +1.1M+68.89% | Add |
| AlphaStar Capital Management, LLC |
| 4.32% | 3.34% | #22 | $67.9M | 2.7M | $45.3M | 1.8M | +891,025+50.35% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.11% | 0.15% | #262 | $66.7M | 2.6M | $68.4M | 2.7M | -36,694-1.37% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #457 | $66.3M | 2.6M | $62.9M | 2.5M | +124,587+5.06% | Add |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC |
| 8.46% | 6.65% | #10 | $64.7M | 2.5M | $43.1M | 1.7M | +853,146+50.75% | Add |
| Great Lakes Retirement, Inc. |
| 5.49% | 6.25% | #16 | $61.9M | 2.4M | $60.4M | 2.4M | +66,800+2.83% | Add |
| Stratos Investment Management, LLC |
| 2.19% | 2.33% | #47 | $60.5M | 2.4M | $58.2M | 2.3M | +100,171+4.41% | Add |
| UNIVEST FINANCIAL Corp |
| 2.94% | 3.48% | #31 | $60.0M | 2.4M | $61.9M | 2.4M | -65,346-2.70% | Reduce |
| Gradient Investments LLC |
| 0.82% | 1.47% | #94 | $59.6M | 2.3M | $94.8M | 3.7M | -1.4M-36.84% | Reduce |
| MAI Capital Management |
| 0.21% | 0.3% | #199 | $56.8M | 2.2M | $52.9M | 2.1M | +163,491+7.92% | Add |
| Apella Capital, LLC |
| 0.79% | 0.69% | #96 | $56.3M | 2.2M | $46.5M | 1.8M | +416,473+23.05% | Add |
| N.E.W. Advisory Services LLC |
| 3.76% | 4.04% | #26 | $56.3M | 2.2M | $54.1M | 2.1M | +94,699+4.49% | Add |
| Financial Strategies Group, Inc. |
| 8.49% | 8.4% | #9 | $53.3M | 2.1M | $50.2M | 2.0M | +155,469+7.94% | Add |
| Equitable Holdings, Inc. |
| 0.31% | 0.29% | #167 | $52.6M | 2.1M | $44.4M | 1.7M | +338,170+19.63% | Add |
| Wealthspire Advisors, LLC |
| 0.29% | — | #172 | $52.5M | 2.1M | $0 | 0 | +2.1M | New Buy |
| Banco Santander, S.A. |
| 0.28% | 0.21% | #175 | $45.3M | 1.8M | $26.2M | 1.0M | +752,316+73.69% | Add |
| NewEdge Advisors, LLC |
| 0.13% | 0.16% | #248 | $42.6M | 1.7M | $43.5M | 1.7M | -29,399-1.73% | Reduce |
| Cetera Investment Advisers |
| 0.04% | 0.04% | #330 | $42.0M | 1.6M | $41.5M | 1.6M | +25,947+1.60% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.66% | 0.7% | #104 | $41.7M | 1.6M | $38.5M | 1.5M | +132,449+8.82% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.39% | 0.53% | #144 | $41.5M | 1.6M | $47.7M | 1.9M | -233,996-12.58% | Reduce |
| Sanctuary Advisors, LLC |
| 0.18% | 0.19% | #209 | $39.1M | 1.5M | $36.0M | 1.4M | +126,995+9.03% | Add |
| ARRIEN INVESTMENTS, INC. |
| 18.42% | 18.93% | #1 | $36.5M | 1.4M | $34.9M | 1.4M | +68,665+5.04% | Add |
| Wealth Management Nebraska |
| 3.23% | 3.69% | #28 | $36.3M | 1.4M | $36.4M | 1.4M | +456+0.03% | Add |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC |
| 3.11% | 3.34% | #29 | $36.0M | 1.4M | $33.9M | 1.3M | +89,032+6.74% | Add |
| Stadion Money Management, LLC |
| 3.03% | 3.52% | #30 | $35.2M | 1.4M | $35.0M | 1.4M | +17,000+1.25% | Add |
| CHOREO, LLC |
| 0.38% | 0.44% | #148 | $35.1M | 1.4M | $35.9M | 1.4M | -26,576-1.90% | Reduce |
| Arete Wealth Advisors, LLC |
| 1.13% | 2.59% | #80 | $34.4M | 1.3M | $34.5M | 1.3M | +19+0.00% | Add |
| RESTON WEALTH MANAGEMENT LLC |
| 9.26% | 9.92% | #8 | $34.4M | 1.3M | $32.4M | 1.3M | +83,010+6.57% | Add |
| TRUEFG, LLC |
| 7.76% | 8.43% | #11 | $33.2M | 1.3M | $31.8M | 1.2M | +59,863+4.82% | Add |
| Trinity Wealth Management, LLC |
| 10.18% | 12.76% | #6 | $32.1M | 1.3M | $34.8M | 1.4M | -99,034-7.30% | Reduce |
| RETIREMITTEN FINANCIAL LLC |
| 13.48% | 14.14% | #4 | $32.0M | 1.3M | $29.3M | 1.1M | +110,313+9.66% | Add |
| Creative Planning |
| 0.02% | 0.02% | #374 | $31.9M | 1.3M | $32.5M | 1.3M | -15,659-1.24% | Reduce |
| Private Advisor Group, LLC |
| 0.15% | 0.14% | #229 | $31.9M | 1.3M | $30.1M | 1.2M | +76,373+6.50% | Add |
| Waverly Advisors, LLC |
| 0.18% | 0.23% | #210 | $30.6M | 1.2M | $30.2M | 1.2M | +18,591+1.57% | Add |
