| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.42% | 0.44% | #70 | $779.5M | 18.6M | $721.6M | 18.2M | +451,689+2.48% | Add |
| FMR LLC |
| 0.01% | 0.01% | #235 | $292.0M | 7.0M | $277.1M | 7.0M | +799+0.01% | Add |
| JPMORGAN CHASE & CO |
| 0.01% | 0.01% | #241 | $201.2M | 4.8M | $172.4M | 4.5M | +345,342+7.71% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| 0.18% | 0.2% | #100 | $144.1M | 3.4M | $138.3M | 3.5M | -40,231-1.15% | Reduce |
| LPL Financial LLC |
| 0.03% | 0.02% | #194 | $121.7M | 2.9M | $76.8M | 1.9M | +975,069+50.38% | Add |
| Savvy Advisors, Inc. |
| 2.32% | 2.37% | #17 | $109.3M | 2.6M | $88.9M | 2.2M | +373,016+16.65% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #292 | $70.2M | 1.7M | $33.4M | 942,680 | +736,942+78.18% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #285 | $63.8M | 1.5M | $63.6M | 1.6M | -77,146-4.81% | Reduce |
| AMERIPRISE FINANCIAL INC |
| 0.01% | 0.01% | #257 | $38.9M | 930,327 | $35.5M | 895,631 | +34,696+3.87% | Add |
| Focus Partners Wealth |
| 0.04% | 0.05% | #176 | $38.6M | 922,290 | $40.5M | 1.0M | -99,568-9.74% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.04% | 0.04% | #170 | $35.9M | 859,239 | $26.9M | 679,055 | +180,184+26.53% | Add |
| HUB Investment Partners, LLC |
| 0.63% | 0.74% | #57 | $35.2M | 840,516 | $31.1M | 783,813 | +56,703+7.23% | Add |
| Kathmere Capital Management, LLC |
| 1.85% | 1.99% | #24 | $34.9M | 834,075 | $32.3M | 812,755 | +21,320+2.62% | Add |
| Janney Montgomery Scott LLC |
| 0.06% | 0.08% | #155 | $33.5M | 801,125 | $31.0M | 781,863 | +19,262+2.46% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #258 | $32.5M | 777,057 | $31.0M | 782,159 | -5,102-0.65% | Reduce |
| CAPITAL ADVISORS INC/OK |
| 0.47% | 0.26% | #66 | $32.1M | 768,392 | $15.9M | 401,769 | +366,623+91.25% | Add |
| Alliance Wealth Advisors, LLC /UT |
| 5.62% | 5.08% | #5 | $29.8M | 712,335 | $23.5M | 591,926 | +120,409+20.34% | Add |
| Armbruster Capital Management, Inc. |
| 4.19% | 4.39% | #7 | $28.1M | 671,710 | $26.8M | 675,143 | -3,433-0.51% | Reduce |
| INVENIO WEALTH PARTNERS LLC |
| 8.73% | 9.13% | #1 | $24.4M | 582,803 | $23.0M | 579,347 | +3,456+0.60% | Add |
| VICTORY FINANCIAL GROUP, LLC |
| 2.5% | 3.05% | #14 | $23.8M | 569,773 | $24.8M | 626,014 | -56,241-8.98% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.04% | 0.05% | #178 | $23.1M | 542,683 | $20.7M | 515,584 | +27,099+5.26% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #318 | $22.7M | 543,954 | $36.5M | 920,247 | -376,293-40.89% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | <0.01% | #270 | $22.2M | 531,449 | $14.3M | 360,390 | +171,059+47.46% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #302 | $19.7M | 471,456 | $16.2M | 409,362 | +62,094+15.17% | Add |
| Cetera Investment Advisers |
| 0.02% | 0.01% | #217 | $19.6M | 468,820 | $10.1M | 253,774 | +215,046+84.74% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.04% | 0.04% | #177 | $19.0M | 455,066 | $15.3M | 386,363 | +68,703+17.78% | Add |
| PARK AVENUE SECURITIES LLC |
| 0.12% | 0.13% | #127 | $18.9M | 451,343 | $17.2M | 434,542 | +16,801+3.87% | Add |
| Erste Asset Management GmbH |
| 0.14% | 0.15% | #113 | $18.2M | 437,100 | $16.1M | 419,300 | +17,800+4.25% | Add |
| Integrated Wealth Concepts LLC |
| 0.09% | 0.13% | #142 | $17.7M | 422,133 | $16.5M | 414,592 | +7,541+1.82% | Add |
| US BANCORP \DE\ |
| 0.02% | 0.02% | #216 | $16.7M | 398,998 | $15.7M | 396,017 | +2,981+0.75% | Add |
| AdvisorShares Investments LLC |
| 2% | 2.93% | #21 | $16.6M | 395,843 | $16.1M | 404,916 | -9,073-2.24% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #313 | $15.9M | 380,907 | $19.1M | 482,141 | -101,234-21.00% | Reduce |
| High Probability Advisors, LLC |
| 1.7% | 1.84% | #25 | $15.9M | 380,882 | $14.4M | 362,399 | +18,483+5.10% | Add |
| Ackerman Capital Advisors, LLC |
| 3.19% | 3.08% | #12 | $15.9M | 379,084 | $15.1M | 379,411 | -327-0.09% | Reduce |
| Meridian Financial Partners LLC |
| 5.13% | 5.42% | #6 | $15.6M | 368,005 | $14.3M | 354,552 | +13,453+3.79% | Add |
| Foster Group, Inc. |
| 0.41% | 0.43% | #71 | $15.3M | 366,991 | $14.6M | 366,792 | +199+0.05% | Add |
| OneDigital Investment Advisors LLC |
| 0.12% | 0.13% | #123 | $14.4M | 344,145 | $13.8M | 346,811 | -2,666-0.77% | Reduce |
| Private Advisor Group, LLC |
| 0.07% | 0.06% | #154 | $14.2M | 340,451 | $12.4M | 313,209 | +27,242+8.70% | Add |
| KWB Wealth |
| 1.2% | 2.17% | #35 | $14.1M | 336,260 | $21.9M | 576,757 | -240,497-41.70% | Reduce |
| Plancorp, LLC |
| 0.33% | 0.38% | #79 | $13.3M | 316,704 | $13.2M | 318,437 | -1,733-0.54% | Reduce |
| Ashton Thomas Private Wealth, LLC |
| 0.28% | 0.29% | #81 | $13.3M | 317,809 | $12.3M | 310,270 | +7,539+2.43% | Add |
| Freedom Investment Management, Inc. |
| 3.62% | 3.83% | #9 | $13.0M | 310,737 | $12.9M | 325,506 | -14,769-4.54% | Reduce |
| Heck Capital Advisors, LLC |
| 0.77% | 1.08% | #48 | $12.9M | 309,474 | $14.6M | 368,331 | -58,857-15.98% | Reduce |
| TITLEIST ASSET MANAGEMENT, LLC |
| 0.87% | 0.88% | #43 | $12.9M | 307,919 | $11.7M | 294,606 | +13,313+4.52% | Add |
| Pioneer Family Office, LLC |
| 6.37% | 7.58% | #3 | $12.5M | 297,820 | $11.9M | 300,785 | -2,965-0.99% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.02% | #227 | $12.5M | 297,764 | $10.8M | 271,315 | +26,449+9.75% | Add |
| One Wealth Advisors, LLC |
| 1.32% | 1.44% | #31 | $11.9M | 285,593 | $11.6M | 291,435 | -5,842-2.00% | Reduce |
| Farrow Financial, Inc. |
| 6.29% | 6.34% | #4 | $11.8M | 281,766 | $11.2M | 281,287 | +479+0.17% | Add |
| ATLAS CAPITAL ADVISORS INC. |
| 1.23% | 1.23% | #33 | $11.2M | 268,797 | $10.7M | 270,387 | -1,590-0.59% | Reduce |
| Kestra Advisory Services, LLC |
| 0.04% | 0.03% | #182 | $10.9M | 260,398 | $7.4M | 187,239 | +73,159+39.07% | Add |
