| ACR Alpine Capital Research, LLC |
| 19.21% | 16.65% | #2 | $1.35B | 13.5M | $1.12B | 11.1M | +2.4M+21.36% | Add |
| Betterment LLC |
| 1.06% | 1.16% | #49 | $627.0M | 6.3M | $611.1M | 6.1M | +160,877+2.64% | Add |
| MORGAN STANLEY |
| 0.03% | 0.03% | #243 | $490.0M | 4.9M | $497.8M | 5.0M | -74,715-1.50% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.08% | 0.07% | #184 | $318.5M | 3.2M | $277.2M | 2.8M | +413,349+14.94% | Add |
| OPPENHEIMER ASSET MANAGEMENT INC. |
| 3.09% | 2.55% | #20 | $297.9M | 3.0M | $223.6M | 2.2M | +742,644+33.27% | Add |
| GOLDMAN SACHS GROUP INC |
| 0.02% | 0.02% | #252 | $224.8M | 2.2M | $210.7M | 2.1M | +140,987+6.70% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.02% | #267 | $222.0M | 2.2M | $255.7M | 2.6M | -335,349-13.14% | Reduce |
| WELLS FARGO & COMPANY/MN |
| 0.03% | 0.04% | #227 | $203.1M | 2.0M | $206.0M | 2.1M | -28,264-1.37% | Reduce |
| LPL Financial LLC |
| 0.04% | 0.05% | #217 | $170.1M | 1.7M | $184.8M | 1.8M | -145,770-7.90% | Reduce |
| ROYAL BANK OF CANADA |
| 0.02% | 0.02% | #250 | $139.4M | 1.4M | $134.6M | 1.3M | +48,524+3.61% | Add |
| UBS Group AG |
| 0.01% | 0.02% | #270 | $105.4M | 1.1M | $120.7M | 1.2M | -152,381-12.65% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.05% | 0.03% | #200 | $98.5M | 983,704 | $41.9M | 418,303 | +565,401+135.17% | Add |
| Composition Wealth, LLC |
| 1.04% | 1.57% | #51 | $88.6M | 884,634 | $114.7M | 1.1M | -259,805-22.70% | Reduce |
| Pathway Financial Advisors LLC |
| 10.29% | 11.85% | #6 | $88.2M | 883,009 | $95.8M | 958,193 | -75,184-7.85% | Reduce |
| St. James Investment Company, LLC |
| 13.71% | 25.95% | #4 | $86.3M | 861,962 | $165.7M | 1.7M | -791,905-47.88% | Reduce |
| Mariner, LLC |
| 0.08% | 0.04% | #181 | $76.4M | 762,625 | $37.6M | 375,153 | +387,472+103.28% | Add |
| Wealthfront Advisers LLC |
| 0.14% | 0.2% | #147 | $70.7M | 705,962 | $91.3M | 911,484 | -205,522-22.55% | Reduce |
| Bell Investment Advisors, Inc |
| 9.43% | 10.09% | #8 | $64.2M | 641,135 | $64.5M | 643,921 | -2,786-0.43% | Reduce |
| HOHIMER WEALTH MANAGEMENT, LLC |
| 5.92% | 6.02% | #14 | $59.4M | 592,861 | $51.0M | 508,987 | +83,874+16.48% | Add |
| 3EDGE Asset Management, LP |
| 2.61% | 4.31% | #27 | $58.4M | 583,193 | $89.3M | 890,986 | -307,793-34.55% | Reduce |
| Corient Private Wealth LLC |
| 0.04% | 0.13% | #209 | $57.1M | 570,276 | $88.4M | 882,223 | -311,947-35.36% | Reduce |
| Acorns Advisers, LLC |
| 0.36% | 0.4% | #95 | $54.5M | 544,006 | $53.7M | 536,466 | +7,540+1.41% | Add |
| Redwood Park Advisors LLC |
| 31.77% | 32.14% | #1 | $48.4M | 482,845 | $48.3M | 481,603 | +1,242+0.26% | Add |
| Atria Investments, Inc |
| 0.45% | 0.4% | #83 | $45.3M | 452,406 | $36.1M | 360,083 | +92,323+25.64% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.01% | 0.01% | #293 | $43.1M | 430,349 | $51.8M | 515,609 | -85,260-16.54% | Reduce |
| STIFEL FINANCIAL CORP |
| 0.04% | 0.04% | #220 | $42.5M | 424,817 | $39.9M | 398,226 | +26,591+6.68% | Add |
| Cetera Investment Advisers |
| 0.03% | 0.03% | #231 | $34.5M | 344,565 | $27.9M | 278,409 | +66,156+23.76% | Add |
| Chicago Partners Investment Group LLC |
| 0.58% | 0.57% | #69 | $29.1M | 290,885 | $25.6M | 255,434 | +35,451+13.88% | Add |
| Everest Private Wealth |
| 9.82% | 0.75% | #7 | $26.3M | 262,807 | $1.5M | 14,819 | +247,988+1,673.45% | Add |
| Alesco Advisors, LLC, An ESL Co |
| 0.57% | 0.42% | #70 | $25.0M | 249,147 | $16.3M | 162,680 | +86,467+53.15% | Add |
| Janney Montgomery Scott LLC |
| 0.05% | — | #203 | $24.9M | 248,704 | $0 | 0 | +248,704 | New Buy |
| Waterloo Capital, L.P. |
| 1.32% | 1.63% | #44 | $23.5M | 234,945 | $23.2M | 231,921 | +3,024+1.30% | Add |
| Nest Investments, LLC |
| 17.67% | — | #3 | $23.3M | 232,144 | $0 | 0 | +232,144 | New Buy |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.03% | 0.03% | #238 | $22.6M | 225,662 | $23.8M | 237,993 | -12,331-5.18% | Reduce |
| ALTFEST L J & CO INC |
| 2.13% | 1.88% | #35 | $21.9M | 218,940 | $17.5M | 175,067 | +43,873+25.06% | Add |
| NewEdge Advisors, LLC |
| 0.06% | 0.07% | #192 | $20.9M | 209,004 | $18.3M | 182,345 | +26,659+14.62% | Add |
| SAGE RHINO CAPITAL LLC |
| 3.02% | 3.05% | #23 | $18.7M | 186,254 | $16.3M | 162,772 | +23,482+14.43% | Add |
| DEBUSSY CAPITAL MANAGEMENT LP |
| 2.39% | 2.41% | #31 | $17.4M | 174,028 | $17.4M | 174,028 | 00.00% | Unchanged |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.03% | 0.02% | #239 | $17.1M | 171,413 | $7.9M | 78,791 | +92,622+117.55% | Add |
| &PARTNERS |
| 0.07% | 0.08% | #189 | $17.1M | 170,692 | $15.9M | 162,293 | +8,399+5.18% | Add |
| LEVEL FOUR ADVISORY SERVICES, LLC |
| 0.47% | 0.53% | #82 | $16.6M | 165,571 | $16.2M | 161,947 | +3,624+2.24% | Add |
| Tevis Investment Management |
| 8.57% | 11.89% | #9 | $15.7M | 156,368 | $20.9M | 208,435 | -52,067-24.98% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #312 | $15.2M | 151,279 | $14.3M | 143,107 | +8,172+5.71% | Add |
| Cresset Asset Management, LLC |
| 0.05% | <0.01% | #199 | $14.6M | 145,561 | $623,983 | 6,228 | +139,333+2,237.20% | Add |
| Robertson Stephens Wealth Management, LLC |
| 0.36% | 0.44% | #93 | $14.5M | 144,376 | $15.8M | 157,901 | -13,525-8.57% | Reduce |
| Financial & Tax Architects, LLC |
| 3.03% | 0.96% | #22 | $14.4M | 143,348 | $4.3M | 42,947 | +100,401+233.78% | Add |
| OSAIC HOLDINGS, INC. |
| 0.02% | 0.02% | #261 | $14.3M | 142,501 | $16.1M | 160,958 | -18,457-11.47% | Reduce |
| VERUS CAPITAL PARTNERS, LLC |
| 0.75% | 0.94% | #61 | $13.8M | 137,866 | $13.7M | 136,966 | +900+0.66% | Add |
| Arax Advisory Partners |
| 0.09% | — | #173 | $13.6M | 135,763 | $0 | 0 | +135,763 | New Buy |
| MBL Wealth, LLC |
| 0.86% | 1.01% | #57 | $12.6M | 126,202 | $13.4M | 133,676 | -7,474-5.59% | Reduce |
