| LPL Financial LLC |
| 0.32% | 0.29% | #109 | $1.44B | 32.3M | $1.08B | 28.1M | +4.3M+15.24% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.15% | 0.14% | #174 | $626.3M | 14.1M | $535.8M | 13.9M | +134,002+0.96% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.22% | 0.14% | #140 | $555.7M | 12.8M | $292.5M | 7.8M | +5.0M+63.77% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.12% | 0.1% | #193 | $439.2M | 9.9M | $338.2M | 8.8M | +1.1M+12.14% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.06% | 0.05% | #254 | $343.6M | 7.7M | $264.3M | 6.9M | +844,431+12.27% | Add |
| MORGAN STANLEY |
| 0.02% | 0.01% | #337 | $298.7M | 6.7M | $242.1M | 6.1M | +593,131+9.69% | Add |
| Cetera Investment Advisers |
| 0.26% | 0.26% | #127 | $284.2M | 6.4M | $242.6M | 6.3M | +74,055+1.17% | Add |
| Capital International Investors |
| 0.06% | 0.05% | #253 | $269.8M | 6.1M | $232.4M | 6.0M | +14,788+0.24% | Add |
| Capital Group Private Client Services, Inc. |
| 3.29% | 3.3% | #19 | $233.6M | 5.3M | $195.9M | 5.1M | +153,079+3.00% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.25% | 0.23% | #130 | $197.8M | 4.4M | $163.4M | 4.3M | +193,198+4.54% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.1% | 0.11% | #207 | $188.3M | 4.2M | $173.4M | 4.5M | -280,605-6.22% | Reduce |
| MML INVESTORS SERVICES, LLC |
| 0.33% | 0.32% | #104 | $162.8M | 3.7M | $113.7M | 3.0M | +698,981+23.61% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.34% | 0.31% | #103 | $144.9M | 3.3M | $120.1M | 3.1M | +132,331+4.23% | Add |
| BENJAMIN EDWARDS INC |
| 1.15% | 1.05% | #39 | $126.2M | 2.8M | $105.8M | 2.8M | +83,754+3.04% | Add |
| ROYAL BANK OF CANADA |
| 0.02% | 0.02% | #331 | $117.5M | 2.6M | $96.4M | 2.5M | +131,725+5.25% | Add |
| SEI INVESTMENTS CO |
| 0.1% | 0.08% | #208 | $115.3M | 2.6M | $90.2M | 2.3M | +245,851+10.48% | Add |
| OSAIC HOLDINGS, INC. |
| 0.13% | 0.12% | #181 | $113.2M | 2.5M | $80.9M | 2.1M | +440,779+20.94% | Add |
| Private Advisor Group, LLC |
| 0.48% | 0.38% | #76 | $104.7M | 2.4M | $81.3M | 2.1M | +235,948+11.15% | Add |
| Merit Financial Group, LLC |
| 0.62% | 0.66% | #63 | $100.9M | 2.3M | $88.6M | 2.3M | -38,701-1.68% | Reduce |
| CAPTRUST FINANCIAL ADVISORS |
| 0.12% | 0.12% | #192 | $78.7M | 1.8M | $68.8M | 1.8M | -20,956-1.17% | Reduce |
| UBS Group AG |
| 0.01% | 0.01% | #362 | $77.6M | 1.7M | $65.2M | 1.7M | +48,676+2.87% | Add |
| Kestra Advisory Services, LLC |
| 0.23% | 0.15% | #135 | $71.2M | 1.6M | $39.6M | 1.0M | +571,469+55.49% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #383 | $64.8M | 1.5M | $37.6M | 977,976 | +478,705+48.95% | Add |
| STIFEL FINANCIAL CORP |
| 0.05% | 0.04% | #262 | $63.5M | 1.4M | $47.5M | 1.2M | +191,619+15.51% | Add |
| Valmark Advisers, Inc. |
| 0.65% | 0.61% | #62 | $60.9M | 1.4M | $51.2M | 1.3M | +36,692+2.75% | Add |
| ASSETMARK, INC |
| 0.1% | 0.1% | #205 | $60.5M | 1.4M | $50.8M | 1.3M | +37,136+2.81% | Add |
| Baird Financial Group, Inc. |
| 0.08% | 0.08% | #225 | $59.8M | 1.3M | $49.2M | 1.3M | +62,260+4.86% | Add |
| &PARTNERS |
| 0.22% | 0.24% | #139 | $54.2M | 1.2M | $49.2M | 1.3M | -62,040-4.85% | Reduce |
| NewEdge Advisors, LLC |
| 0.16% | 0.16% | #169 | $53.2M | 1.2M | $43.6M | 1.1M | +61,215+5.39% | Add |
| Midwest Heritage Bank, FSB |
| 13.64% | 12.98% | #1 | $48.1M | 1.1M | $40.5M | 1.1M | +28,425+2.70% | Add |
| Janney Montgomery Scott LLC |
| 0.09% | 0.1% | #216 | $47.7M | 1.1M | $38.9M | 1.0M | +59,958+5.92% | Add |
| Souders Financial Advisors |
| 4.71% | 4.37% | #12 | $46.9M | 1.1M | $38.3M | 996,057 | +57,476+5.77% | Add |
| SILVER OAK SECURITIES, INCORPORATED |
| 2.68% | 2.64% | #24 | $44.1M | 990,870 | $36.1M | 939,142 | +51,728+5.51% | Add |
| HUB Investment Partners, LLC |
| 0.67% | 0.95% | #61 | $37.2M | 835,860 | $39.5M | 1.0M | -193,377-18.79% | Reduce |
| Equitable Holdings, Inc. |
| 0.18% | 0.17% | #156 | $30.3M | 681,339 | $26.6M | 663,333 | +18,006+2.71% | Add |
| BIP Wealth, LLC |
| 0.86% | 1.08% | #51 | $30.1M | 677,471 | $26.5M | 690,410 | -12,939-1.87% | Reduce |
| HighPoint Advisor Group LLC |
| 1.04% | 0.98% | #45 | $29.5M | 662,501 | $23.4M | 582,525 | +79,976+13.73% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.26% | 0.27% | #125 | $28.2M | 633,537 | $24.0M | 623,810 | +9,727+1.56% | Add |
| AA Financial Advisors, LLC |
| 3.2% | 2.9% | #21 | $26.6M | 597,760 | $20.6M | 536,231 | +61,529+11.47% | Add |
| D.A. DAVIDSON & CO. |
| 0.14% | 0.13% | #177 | $25.9M | 581,586 | $21.5M | 559,108 | +22,478+4.02% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.04% | 0.04% | #275 | $24.8M | 554,543 | $20.3M | 523,034 | +31,509+6.02% | Add |
| EverSource Wealth Advisors, LLC |
| 0.78% | 0.58% | #54 | $23.2M | 521,110 | $19.1M | 495,894 | +25,216+5.08% | Add |
| Summit Investment Advisory Services, LLC |
| 5.61% | 6.88% | #10 | $22.4M | 502,993 | $18.5M | 482,381 | +20,612+4.27% | Add |
| Orion Porfolio Solutions, LLC |
| 0.16% | 0.15% | #163 | $21.4M | 482,137 | $17.9M | 465,073 | +17,064+3.67% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.29% | 0.27% | #114 | $21.4M | 480,619 | $17.6M | 458,910 | +21,709+4.73% | Add |
| Beacon Pointe Advisors, LLC |
| 0.1% | 0.1% | #211 | $21.1M | 474,889 | $18.4M | 479,677 | -4,788-1.00% | Reduce |
| IFP Advisors, Inc |
| 0.35% | 0.34% | #98 | $19.5M | 439,025 | $16.2M | 422,818 | +16,207+3.83% | Add |
| Ameritas Investment Partners, Inc. |
| 0.51% | 0.5% | #71 | $19.3M | 434,166 | $16.3M | 424,179 | +9,987+2.35% | Add |
| Forge Financial Services LLC |
| 1.66% | 1.69% | #32 | $19.2M | 432,535 | $16.7M | 435,527 | -2,992-0.69% | Reduce |
| Ergawealth Advisors, Inc. |
| 7.45% | 7.18% | #6 | $19.2M | 431,464 | $16.2M | 422,910 | +8,554+2.02% | Add |
