| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 1.58% | 0.12% | #127 | $2.95B | 32.4M | $193.6M | 2.4M | +30.0M+1,247.95% | Add |
| PNC FINANCIAL SERVICES GROUP, INC. |
| 0.85% | 0.62% | #169 | $1.71B | 18.7M | $1.07B | 13.2M | +5.5M+41.45% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.21% | 0.22% | #268 | $891.8M | 9.8M | $817.3M | 10.1M | -361,287-3.56% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 1.39% | 1.36% | #133 | $843.1M | 9.2M | $621.2M | 7.7M | +1.5M+19.82% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.09% | 0.07% | #330 | $423.2M | 4.6M | $311.7M | 3.9M | +753,111+19.47% | Add |
| LPL Financial LLC |
| 0.08% | 0.07% | #334 | $365.3M | 4.0M | $249.6M | 3.1M | +908,754+29.35% | Add |
| AMERICAN CENTURY COMPANIES INC |
| 0.15% | 0.12% | #289 | $329.2M | 3.6M | $230.6M | 2.9M | +748,348+26.16% | Add |
| Focus Partners Wealth |
| 0.26% | 0.23% | #261 | $249.4M | 2.7M | $202.3M | 2.5M | +230,022+9.18% | Add |
| Cerity Partners LLC |
| 0.3% | 0.32% | #249 | $248.7M | 2.7M | $228.1M | 2.8M | -103,471-3.66% | Reduce |
| Falcon Wealth Planning |
| 11.96% | 10.82% | #7 | $189.5M | 2.1M | $158.8M | 2.0M | +107,069+5.43% | Add |
| Petersen Hastings Wealth Advisors Inc. |
| 14.9% | 14.79% | #2 | $177.5M | 1.9M | $161.4M | 2.0M | -56,230-2.81% | Reduce |
| Waverly Advisors, LLC |
| 0.93% | 1% | #164 | $160.0M | 1.8M | $134.3M | 1.7M | +88,671+5.32% | Add |
| Apollon Wealth Management, LLC |
| 1.76% | 1.66% | #117 | $145.3M | 1.6M | $102.3M | 1.3M | +323,225+25.46% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #455 | $145.2M | 1.6M | $86.3M | 1.1M | +521,586+48.71% | Add |
| Savant Capital, LLC |
| 0.4% | 0.59% | #229 | $134.8M | 1.5M | $122.0M | 1.5M | -34,924-2.31% | Reduce |
| Cetera Investment Advisers |
| 0.12% | 0.1% | #304 | $132.6M | 1.5M | $96.7M | 1.2M | +254,493+21.21% | Add |
| FMR LLC |
| 0.01% | 0.01% | #476 | $127.5M | 1.4M | $101.8M | 1.3M | +134,765+10.67% | Add |
| Pure Financial Advisors, LLC |
| 1.62% | 1.69% | #121 | $126.1M | 1.4M | $116.7M | 1.4M | -65,086-4.49% | Reduce |
| Moisand Fitzgerald Tamayo, LLC |
| 12.08% | 11.77% | #6 | $123.7M | 1.4M | $109.5M | 1.4M | -1,880-0.14% | Reduce |
| Beaird Harris Wealth Management, LLC |
| 7.59% | 7.36% | #32 | $121.1M | 1.3M | $108.2M | 1.3M | -15,170-1.13% | Reduce |
| Alesco Advisors, LLC, An ESL Co |
| 2.6% | 2.66% | #91 | $113.3M | 1.2M | $104.1M | 1.3M | -49,379-3.82% | Reduce |
| Bridgewater Advisors Inc. |
| 6.12% | 6.24% | #40 | $112.5M | 1.2M | $105.0M | 1.2M | +18,923+1.59% | Add |
| HUB Investment Partners, LLC |
| 1.98% | 2.18% | #105 | $110.0M | 1.2M | $91.1M | 1.1M | +75,378+6.67% | Add |
| MORGAN STANLEY |
| 0.01% | <0.01% | #477 | $104.0M | 1.1M | $81.5M | 1.1M | +12,680+1.12% | Add |
| Cannon Financial Strategists, Inc. |
| 11.74% | 11.97% | #10 | $103.1M | 1.1M | $91.1M | 1.1M | +228+0.02% | Add |
| Arax Advisory Partners |
| 0.65% | 1.3% | #191 | $98.2M | 1.1M | $46.0M | 570,540 | +505,607+88.62% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.12% | 0.11% | #305 | $95.3M | 1.0M | $79.7M | 988,484 | +56,661+5.73% | Add |
| Wealth Management Nebraska |
| 8.47% | 7.66% | #23 | $94.9M | 1.0M | $75.6M | 937,713 | +102,651+10.95% | Add |
| NIXON PEABODY TRUST CO |
| 6.61% | 6.61% | #36 | $93.5M | 1.0M | $83.2M | 1.0M | -7,070-0.69% | Reduce |
| &PARTNERS |
| 0.35% | 0.36% | #239 | $85.2M | 933,121 | $72.5M | 891,464 | +41,657+4.67% | Add |
| B&D White Capital Company, LLC |
| 8.2% | 8.17% | #25 | $82.4M | 903,710 | $66.1M | 820,112 | +83,598+10.19% | Add |
| ESL Trust Services, LLC |
| 13.12% | 12.97% | #5 | $77.0M | 843,691 | $67.9M | 842,631 | +1,060+0.13% | Add |
| TWO SIGMA INVESTMENTS, LP |
| 0.06% | — | #363 | $76.5M | 838,300 | $0 | 0 | +838,300 | New Buy |
| Vestmark Advisory Solutions, Inc. |
| 0.66% | 0.49% | #188 | $70.7M | 775,298 | $44.3M | 549,655 | +225,643+41.05% | Add |
| FAS Wealth Partners, Inc. |
| 3.5% | 3.42% | #77 | $67.1M | 736,028 | $55.0M | 682,177 | +53,851+7.89% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.02% | 0.02% | #424 | $65.9M | 722,783 | $50.1M | 622,088 | +100,695+16.19% | Add |
| PARK AVENUE SECURITIES LLC |
| 0.4% | 0.45% | #226 | $64.4M | 706,032 | $57.3M | 710,310 | -4,278-0.60% | Reduce |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.1% | 0.1% | #319 | $63.9M | 700,394 | $56.1M | 696,206 | +4,188+0.60% | Add |
| Allegiance Financial Group Advisory Services LLC |
| 10.69% | 10.14% | #15 | $61.7M | 676,877 | $51.0M | 632,785 | +44,092+6.97% | Add |
| Rockefeller Capital Management L.P. |
| 0.09% | 0.1% | #324 | $60.9M | 667,153 | $55.1M | 683,776 | -16,623-2.43% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #494 | $60.3M | 660,801 | $48.3M | 613,298 | +47,503+7.75% | Add |
| BENJAMIN EDWARDS INC |
| 0.54% | 0.52% | #204 | $59.4M | 651,701 | $52.2M | 647,955 | +3,746+0.58% | Add |
| Focus Partners Advisor Solutions, LLC |
| 0.5% | 0.28% | #208 | $58.6M | 642,722 | $27.9M | 346,777 | +295,945+85.34% | Add |
| VOISARD ASSET MANAGEMENT GROUP, INC. |
| 10.98% | 10.94% | #14 | $58.0M | 636,183 | $51.3M | 636,283 | -100-0.02% | Reduce |
| Financial Engines Advisors L.L.C. |
| 0.1% | 0.11% | #316 | $57.8M | 634,091 | $52.3M | 648,674 | -14,583-2.25% | Reduce |
| Glenview Trust Co |
| 0.87% | 0.89% | #168 | $56.4M | 700,094 | $56.4M | 700,094 | 00.00% | Unchanged |
| Farther Finance Advisors, LLC |
| 0.41% | 0.44% | #225 | $53.0M | 580,568 | $46.9M | 579,883 | +685+0.12% | Add |
| Kestra Advisory Services, LLC |
| 0.17% | 0.17% | #281 | $51.9M | 568,940 | $44.2M | 548,647 | +20,293+3.70% | Add |
| JRM Investment Counsel, LLC |
| 11.96% | 11.43% | #8 | $49.4M | 541,727 | $42.9M | 532,169 | +9,558+1.80% | Add |
| UBS Group AG |
| 0.01% | 0.01% | #471 | $48.3M | 529,807 | $41.5M | 514,375 | +15,432+3.00% | Add |
