| JPMORGAN CHASE & CO |
| 0.02% | 0.02% | #484 | $335.0M | 14.4M | $307.6M | 13.3M | +1.1M+8.58% | Add |
| Rockbridge Investment Management, LCC |
| 19.57% | 20.23% | #2 | $241.0M | 10.4M | $225.1M | 9.7M | +726,661+7.50% | Add |
| Avantax Planning Partners, Inc. |
| 4.59% | 4.92% | #26 | $184.5M | 8.0M | $179.0M | 7.7M | +264,646+3.43% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.03% | 0.03% | #438 | $157.5M | 6.8M | $150.2M | 6.5M | +340,546+5.26% | Add |
| Charles Schwab Trust Co |
| 8.52% | 9.66% | #12 | $152.7M | 6.6M | $149.0M | 6.4M | +186,945+2.91% | Add |
| Financial Engines Advisors L.L.C. |
| 0.23% | 0.26% | #235 | $131.4M | 5.7M | $125.7M | 5.4M | +267,337+4.94% | Add |
| HighTower Advisors, LLC |
| 0.1% | 0.11% | #325 | $99.3M | 4.3M | $104.3M | 4.5M | -199,078-4.43% | Reduce |
| Kohmann Bosshard Financial Services, LLC |
| 7.57% | 7.5% | #14 | $89.2M | 3.9M | $77.1M | 3.3M | +534,699+16.10% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.02% | 0.02% | #481 | $80.6M | 3.5M | $76.5M | 3.3M | +188,635+5.73% | Add |
| RATIONAL ADVISORS, INC. |
| 6.67% | 7.29% | #18 | $72.7M | 3.1M | $71.4M | 3.1M | +65,898+2.14% | Add |
| GOLDMAN SACHS GROUP INC |
| 0.01% | 0.01% | #534 | $71.0M | 3.1M | $72.7M | 3.1M | -59,602-1.90% | Reduce |
| McAdam, LLC |
| 2.33% | 2.08% | #54 | $60.4M | 2.6M | $46.2M | 2.0M | +618,992+31.09% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.02% | 0.02% | #473 | $52.9M | 2.3M | $43.7M | 1.9M | +381,229+20.09% | Add |
| Pioneer Wealth Management Group |
| 12.57% | 13.02% | #6 | $52.0M | 2.2M | $46.4M | 2.0M | +249,489+12.48% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.08% | 0.11% | #346 | $49.8M | 2.2M | $50.9M | 2.2M | -21,380-0.98% | Reduce |
| Mariner, LLC |
| 0.05% | 0.06% | #388 | $49.3M | 2.1M | $50.1M | 2.2M | -24,178-1.12% | Reduce |
| Cerity Partners LLC |
| 0.05% | 0.06% | #382 | $45.8M | 2.3M | $41.6M | 1.8M | +555,355+31.02% | Add |
| Cetera Investment Advisers |
| 0.04% | 0.04% | #422 | $43.1M | 1.9M | $41.1M | 1.8M | +95,234+5.39% | Add |
| Savant Capital, LLC |
| 0.11% | 0.09% | #310 | $39.1M | 1.7M | $19.6M | 845,884 | +842,407+99.59% | Add |
| Vident Advisory, LLC |
| 0.28% | 0.32% | #221 | $39.0M | 1.7M | $38.0M | 1.6M | +51,683+3.16% | Add |
| NorthRock Partners, LLC |
| 0.54% | 0.45% | #146 | $37.4M | 1.6M | $28.1M | 1.2M | +409,926+33.91% | Add |
| FINANCIAL LIFE ADVISORS |
| 10.35% | 10.85% | #9 | $36.4M | 1.6M | $34.8M | 1.5M | +72,669+4.84% | Add |
| Blue Trust, Inc. |
| 0.34% | 0.4% | #198 | $35.8M | 1.5M | $35.2M | 1.5M | +31,729+2.09% | Add |
| Destination Wealth Management |
| 0.81% | 0.94% | #117 | $34.6M | 1.5M | $36.1M | 1.6M | -58,070-3.73% | Reduce |
| Horst & Graben Wealth Management LLC |
| 4.47% | 4.54% | #28 | $34.0M | 1.5M | $33.1M | 1.4M | +53,754+3.78% | Add |
| OneDigital Investment Advisors LLC |
| 0.28% | 0.36% | #219 | $33.7M | 1.5M | $37.2M | 1.6M | -147,021-9.17% | Reduce |
| Phil A. Younker & Associates, Ltd. |
| 22.13% | 24.31% | #1 | $32.8M | 1.4M | $36.5M | 1.6M | -150,238-9.57% | Reduce |
| ZynergyRetirementPlanningLLC |
| 17.63% | 18.62% | #3 | $32.5M | 1.4M | $30.8M | 1.3M | +79,409+5.99% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #595 | $32.3M | 1.4M | $29.0M | 1.2M | +145,234+11.62% | Add |
| KilterHowling LLC |
| 13.96% | 15.74% | #4 | $31.2M | 1.3M | $31.2M | 1.3M | +2,932+0.22% | Add |
| TruNorth Capital Management, LLC |
| 4.97% | 5.76% | #24 | $30.9M | 1.3M | $30.1M | 1.3M | +42,225+3.26% | Add |
| Modern Wealth Management, LLC |
| 0.36% | 0.48% | #192 | $30.1M | 1.3M | $28.3M | 1.2M | +80,321+6.58% | Add |
| Mokosak Advisory Group, LLC |
| 6.5% | 7.18% | #20 | $30.0M | 1.3M | $28.7M | 1.2M | +61,631+4.99% | Add |
| Plum Street Advisors, LLC |
| 9.46% | 9.64% | #10 | $29.6M | 1.3M | $27.8M | 1.2M | +82,255+6.86% | Add |
| DAYMARK WEALTH PARTNERS, LLC |
| 0.72% | 1.18% | #122 | $29.5M | 1.3M | $37.6M | 1.6M | -343,451-21.23% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.03% | 0.04% | #433 | $28.9M | 1.2M | $27.1M | 1.2M | +82,315+7.05% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #538 | $25.9M | 1.1M | $25.4M | 1.1M | +24,216+2.21% | Add |
| TSA Wealth Managment LLC |
| 6.69% | 7.19% | #17 | $23.7M | 1.0M | $22.2M | 957,984 | +65,383+6.83% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #612 | $23.2M | 1.0M | $23.5M | 1.0M | +1,641+0.16% | Add |
| THEORY FINANCIAL LLC |
| 7.2% | 7.71% | #15 | $22.9M | 988,119 | $22.0M | 946,329 | +41,790+4.42% | Add |
| Creative Planning |
| 0.01% | 0.01% | #497 | $22.6M | 976,364 | $21.6M | 928,751 | +47,613+5.13% | Add |
| Alliance Wealth Management Group |
| 4.3% | 5.15% | #30 | $22.1M | 956,732 | $23.6M | 1.0M | -58,051-5.72% | Reduce |
| Towercrest Capital Management |
| 3.08% | 3.67% | #40 | $22.1M | 956,732 | $23.6M | 1.0M | -58,051-5.72% | Reduce |
| Asset Allocation Strategies LLC |
| 3.33% | 3.8% | #37 | $21.6M | 933,117 | $21.4M | 922,027 | +11,090+1.20% | Add |
| One Wealth Advisors, LLC |
| 2.34% | 2.46% | #53 | $21.2M | 917,188 | $19.8M | 851,946 | +65,242+7.66% | Add |
| Sanctuary Advisors, LLC |
| 0.1% | 0.11% | #323 | $21.2M | 914,465 | $20.2M | 870,949 | +43,516+5.00% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| 0.03% | 0.03% | #458 | $20.4M | 880,216 | $17.7M | 760,743 | +119,473+15.70% | Add |
| Bond & Devick Financial Network, Inc. |
| 5.01% | 5.47% | #22 | $20.3M | 879,141 | $19.6M | 843,679 | +35,462+4.20% | Add |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| 0.27% | 0.31% | #230 | $20.2M | 872,446 | $21.0M | 905,026 | -32,580-3.60% | Reduce |
| MONETA GROUP INVESTMENT ADVISORS LLC |
| 0.14% | 0.14% | #288 | $19.4M | 840,712 | $18.5M | 797,771 | +42,941+5.38% | Add |
