| LPL Financial LLC |
| 0.15% | 0.13% | #131 | $654.8M | 18.9M | $490.2M | 16.6M | +2.3M+13.78% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.04% | 0.04% | #207 | $271.2M | 7.8M | $209.3M | 7.1M | +736,238+10.37% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.14% | 0.14% | #133 | $267.0M | 7.7M | $228.2M | 7.7M | -27,592-0.36% | Reduce |
| MORGAN STANLEY |
| 0.01% | 0.01% | #277 | $247.6M | 7.2M | $129.4M | 4.4M | +2.8M+63.73% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.06% | 0.05% | #190 | $205.4M | 5.9M | $153.9M | 5.2M | +714,778+13.70% | Add |
| UBS Group AG |
| 0.02% | 0.02% | #241 | $192.1M | 5.5M | $157.1M | 5.3M | +221,264+4.15% | Add |
| Cerity Partners LLC |
| 0.21% | 0.21% | #117 | $176.1M | 5.1M | $148.5M | 5.0M | +52,778+1.05% | Add |
| ROYAL BANK OF CANADA |
| 0.02% | 0.02% | #248 | $145.0M | 4.2M | $126.3M | 4.3M | -92,933-2.17% | Reduce |
| BENJAMIN EDWARDS INC |
| 1.31% | 1.19% | #49 | $143.2M | 4.1M | $120.2M | 4.1M | +62,558+1.54% | Add |
| Capital Group Private Client Services, Inc. |
| 1.82% | 1.78% | #36 | $129.1M | 3.7M | $105.3M | 3.6M | +157,204+4.40% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.2% | 0.2% | #118 | $128.1M | 3.7M | $113.0M | 3.8M | -130,953-3.42% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.14% | 0.12% | #135 | $110.9M | 3.2M | $89.1M | 3.0M | +180,783+5.98% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #304 | $103.7M | 3.0M | $84.2M | 2.9M | +139,978+4.90% | Add |
| SEI INVESTMENTS CO |
| 0.08% | 0.07% | #169 | $96.0M | 2.8M | $73.3M | 2.5M | +289,121+11.64% | Add |
| JPMORGAN CHASE & CO |
| 0.01% | <0.01% | #315 | $95.6M | 2.8M | $15.8M | 557,273 | +2.2M+395.10% | Add |
| Confluence Wealth Services, Inc. |
| 2.41% | 2.25% | #24 | $84.2M | 2.4M | $58.1M | 2.0M | +459,012+23.28% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.03% | 0.03% | #224 | $82.7M | 2.4M | $57.3M | 2.0M | +389,574+19.35% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.02% | 0.01% | #258 | $72.0M | 2.1M | $54.0M | 1.8M | +250,610+13.69% | Add |
| OSAIC HOLDINGS, INC. |
| 0.08% | 0.07% | #168 | $71.8M | 2.1M | $46.1M | 1.6M | +508,261+32.50% | Add |
| INSPIRION WEALTH ADVISORS, LLC |
| 8.04% | 7.42% | #5 | $70.2M | 2.1M | $59.6M | 2.0M | +42,029+2.08% | Add |
| STIFEL FINANCIAL CORP |
| 0.06% | 0.05% | #188 | $68.2M | 2.0M | $53.2M | 1.8M | +168,253+9.33% | Add |
| ECLECTIC ASSOCIATES INC /ADV |
| 6.74% | 6.61% | #9 | $59.2M | 1.7M | $49.8M | 1.7M | +20,107+1.19% | Add |
| Cetera Investment Advisers |
| 0.05% | 0.05% | #197 | $53.6M | 1.5M | $43.1M | 1.5M | +87,651+6.00% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.11% | 0.08% | #156 | $52.7M | 1.5M | $28.1M | 951,782 | +571,302+60.02% | Add |
| &PARTNERS |
| 0.21% | 0.21% | #116 | $51.7M | 1.5M | $42.6M | 1.4M | +46,519+3.22% | Add |
| Janney Montgomery Scott LLC |
| 0.08% | 0.09% | #170 | $41.6M | 1.2M | $35.1M | 1.2M | +10,376+0.87% | Add |
| Kestra Advisory Services, LLC |
| 0.13% | 0.13% | #136 | $41.5M | 1.2M | $33.7M | 1.1M | +55,989+4.90% | Add |
| Private Advisor Group, LLC |
| 0.19% | 0.21% | #123 | $41.4M | 1.2M | $44.2M | 1.5M | -301,996-20.16% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.09% | 0.08% | #163 | $40.1M | 1.2M | $32.7M | 1.1M | +50,034+4.52% | Add |
| AdvisorNet Financial, Inc |
| 1.8% | 1.7% | #39 | $39.5M | 1.1M | $32.8M | 1.1M | +29,578+2.66% | Add |
| Aprio Wealth Management, LLC |
| 1.79% | 2.05% | #41 | $36.3M | 1.0M | $37.5M | 1.3M | -223,006-17.53% | Reduce |
| CPC Advisors, LLC |
| 4.89% | 6.23% | #15 | $36.2M | 1.0M | $38.4M | 1.3M | -255,582-19.62% | Reduce |
| Baird Financial Group, Inc. |
| 0.04% | 0.05% | #206 | $32.0M | 923,626 | $29.0M | 983,506 | -59,880-6.09% | Reduce |
| Mason Investment Advisory Services, Inc. |
| 1.18% | 1.11% | #53 | $30.9M | 892,693 | $23.9M | 811,694 | +80,999+9.98% | Add |
| Sterling Investment Counsel, LLC |
| 7.14% | 7.06% | #8 | $30.3M | 876,583 | $25.2M | 854,424 | +22,159+2.59% | Add |
| Corient Private Wealth LLC |
| 0.02% | 0.01% | #246 | $30.2M | 870,651 | $10.0M | 443,004 | +427,647+96.53% | Add |
| Armstrong, Fleming & Moore, Inc |
| 9.92% | 10.86% | #3 | $30.0M | 865,186 | $25.6M | 867,419 | -2,233-0.26% | Reduce |
| Summit Investment Advisory Services, LLC |
| 7.36% | 9.32% | #7 | $29.3M | 847,237 | $25.1M | 850,782 | -3,545-0.42% | Reduce |
| HUB Investment Partners, LLC |
| 0.52% | 0.34% | #82 | $28.9M | 833,653 | $14.3M | 483,772 | +349,881+72.32% | Add |
| D.A. DAVIDSON & CO. |
| 0.15% | 0.13% | #130 | $27.8M | 801,589 | $21.9M | 742,931 | +58,658+7.90% | Add |
| NewEdge Advisors, LLC |
| 0.07% | 0.07% | #176 | $24.6M | 710,858 | $19.9M | 675,477 | +35,381+5.24% | Add |
| McGlone Suttner Wealth Management, Inc. |
| 2.85% | 2.76% | #23 | $24.3M | 700,615 | $20.8M | 706,871 | -6,256-0.89% | Reduce |
| Lantz Financial LLC |
| 4.31% | 3.9% | #16 | $23.6M | 680,706 | $18.9M | 640,279 | +40,427+6.31% | Add |
| Cooper Financial Group |
| 1.91% | — | #32 | $23.0M | 664,422 | $0 | 0 | +664,422 | New Buy |
| Strata Wealth Advisors, LLC |
| 5.57% | 5.08% | #13 | $22.8M | 659,184 | $18.5M | 627,651 | +31,533+5.02% | Add |
| DeDora Capital, Inc. |
| 4.92% | 4.37% | #14 | $22.7M | 654,320 | $17.8M | 603,966 | +50,354+8.34% | Add |
| Main Line Retirement Advisors, LLC |
| 10.27% | 9.91% | #2 | $22.4M | 647,006 | $19.8M | 672,863 | -25,857-3.84% | Reduce |
| Hopwood Financial Services, Inc. |
| 12.48% | 11.52% | #1 | $21.6M | 622,577 | $17.1M | 579,853 | +42,724+7.37% | Add |
| Souders Financial Advisors |
| 2.15% | 2.1% | #28 | $21.4M | 617,195 | $18.4M | 622,629 | -5,434-0.87% | Reduce |
| EverSource Wealth Advisors, LLC |
| 0.71% | 0.5% | #73 | $21.2M | 611,144 | $16.3M | 552,499 | +58,645+10.61% | Add |
