| LPL Financial LLC |
| 0.08% | 0.09% | #116 | $375.9M | 5.0M | $328.4M | 4.9M | +121,047+2.47% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.08% | 0.08% | #118 | $374.8M | 5.0M | $330.0M | 4.9M | +85,284+1.73% | Add |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
| 0.24% | 0.16% | #70 | $305.4M | 4.1M | $185.5M | 2.8M | +1.3M+47.36% | Add |
| MORGAN STANLEY |
| 0.02% | 0.01% | #189 | $285.2M | 3.8M | $179.5M | 2.8M | +1.0M+37.17% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.05% | 0.04% | #147 | $282.7M | 3.8M | $234.4M | 3.5M | +279,342+8.00% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.07% | 0.06% | #130 | $240.1M | 3.2M | $204.7M | 3.1M | +153,258+5.02% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.07% | 0.06% | #122 | $182.3M | 2.5M | $132.9M | 2.0M | +437,984+21.69% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.09% | 0.08% | #114 | $162.9M | 2.2M | $125.7M | 1.9M | +300,616+16.05% | Add |
| UBS Group AG |
| 0.02% | 0.02% | #177 | $157.5M | 2.1M | $142.4M | 2.1M | -19,143-0.90% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.16% | 0.16% | #77 | $131.1M | 1.7M | $116.9M | 1.7M | +6,859+0.39% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #216 | $107.1M | 1.4M | $84.9M | 1.3M | +163,569+12.93% | Add |
| ROYAL BANK OF CANADA |
| 0.01% | 0.02% | #193 | $89.2M | 1.2M | $88.0M | 1.3M | -121,822-9.29% | Reduce |
| Cetera Investment Advisers |
| 0.07% | 0.08% | #125 | $78.0M | 1.0M | $72.8M | 1.1M | -44,039-4.06% | Reduce |
| Gilbert & Cook, Inc. |
| 8.69% | 8.68% | #3 | $75.5M | 1.0M | $67.2M | 1.0M | +6,586+0.66% | Add |
| Private Advisor Group, LLC |
| 0.31% | 0.26% | #61 | $68.3M | 910,954 | $54.9M | 818,029 | +92,925+11.36% | Add |
| Financial Management Professionals, Inc. |
| 5.75% | 6.72% | #7 | $60.6M | 808,540 | $59.9M | 892,828 | -84,288-9.44% | Reduce |
| Amplius Wealth Advisors, LLC |
| 3.77% | 3.75% | #12 | $51.4M | 685,861 | $45.0M | 670,909 | +14,952+2.23% | Add |
| Granite Bay Wealth Management, LLC |
| 4.64% | 9.66% | #9 | $50.4M | 671,903 | $45.4M | 676,992 | -5,089-0.75% | Reduce |
| Focus Partners Wealth |
| 0.05% | 0.05% | #143 | $47.3M | 630,958 | $43.6M | 649,956 | -18,998-2.92% | Reduce |
| Garrett Wealth Advisory Group, LLC |
| 6.59% | 6.72% | #6 | $42.9M | 572,359 | $37.8M | 562,825 | +9,534+1.69% | Add |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.06% | 0.06% | #134 | $38.7M | 516,384 | $33.6M | 500,619 | +15,765+3.15% | Add |
| EP Wealth Advisors, LLC |
| 0.14% | 0.01% | #87 | $37.7M | 502,751 | $1.5M | 22,449 | +480,302+2,139.53% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #210 | $32.7M | 435,756 | $33.3M | 496,702 | -60,946-12.27% | Reduce |
| Nvest Wealth Strategies, Inc. |
| 19.84% | 19.57% | #1 | $31.7M | 423,460 | $28.0M | 416,595 | +6,865+1.65% | Add |
| OSAIC HOLDINGS, INC. |
| 0.04% | 0.04% | #156 | $31.4M | 418,494 | $27.2M | 405,898 | +12,596+3.10% | Add |
| HighPoint Advisor Group LLC |
| 0.92% | 0.88% | #36 | $26.1M | 347,933 | $21.0M | 320,421 | +27,512+8.59% | Add |
| Dynamic Advisor Solutions LLC |
| 0.73% | 0.67% | #39 | $25.8M | 344,277 | $21.4M | 318,989 | +25,288+7.93% | Add |
| Baird Financial Group, Inc. |
| 0.03% | 0.03% | #163 | $22.1M | 294,316 | $20.0M | 297,509 | -3,193-1.07% | Reduce |
| Graney & King, LLC |
| 7.61% | 7.65% | #4 | $21.2M | 282,568 | $14.2M | 211,453 | +71,115+33.63% | Add |
| KPP Advisory Services LLC |
| 2.56% | 2.6% | #16 | $20.2M | 269,833 | $17.9M | 266,845 | +2,988+1.12% | Add |
| Rockefeller Capital Management L.P. |
| 0.03% | 0.04% | #167 | $18.6M | 247,563 | $22.6M | 335,988 | -88,425-26.32% | Reduce |
| Pinnacle Financial Partners, Inc. |
| 0.12% | 0.12% | #94 | $18.1M | 240,881 | $16.2M | 241,151 | -270-0.11% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.04% | 0.04% | #151 | $18.0M | 240,398 | $16.8M | 250,050 | -9,652-3.86% | Reduce |
| MCF Advisors LLC |
| 0.63% | 0.01% | #43 | $17.6M | 234,236 | $122,252 | 1,821 | +232,415+12,763.04% | Add |
| Stratos Wealth Partners, LTD. |
| 0.17% | 0.17% | #75 | $17.3M | 230,283 | $14.9M | 222,449 | +7,834+3.52% | Add |
| ELEVATION POINT WEALTH PARTNERS, LLC |
| 0.3% | 0.36% | #64 | $15.9M | 212,619 | $15.7M | 233,406 | -20,787-8.91% | Reduce |
| Vestmark Advisory Solutions, Inc. |
| 0.15% | 0.17% | #84 | $15.9M | 212,600 | $15.7M | 233,466 | -20,866-8.94% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.08% | 0.1% | #117 | $15.8M | 210,662 | $13.0M | 194,305 | +16,357+8.42% | Add |
| Choice Wealth Advisors LLC |
| 5.29% | 5.3% | #8 | $15.1M | 201,271 | $13.5M | 201,138 | +133+0.07% | Add |
| Eldridge Investment Advisors, Inc. |
| 2.83% | 2.72% | #14 | $14.3M | 190,400 | $12.4M | 185,100 | +5,300+2.86% | Add |
| Baker Ellis Asset Management LLC |
| 1.47% | 1.52% | #25 | $14.2M | 189,511 | $12.8M | 190,546 | -1,035-0.54% | Reduce |
| Sanchez Wealth Management Group |
| 2.44% | 2.62% | #17 | $13.9M | 185,722 | $12.1M | 180,817 | +4,905+2.71% | Add |
| DWM Financial Group, Inc. |
| 12.16% | — | #2 | $13.4M | 204,728 | $0 | 0 | +204,728 | New Buy |
| ENZI WEALTH |
| 4.15% | 4.28% | #10 | $13.1M | 177,127 | $12.3M | 183,499 | -6,372-3.47% | Reduce |
| Sanctuary Advisors, LLC |
| 0.06% | 0.06% | #138 | $12.5M | 166,685 | $10.4M | 155,344 | +11,341+7.30% | Add |
| Pine Valley Investments Ltd Liability Co |
| 0.47% | 0.47% | #51 | $11.9M | 159,268 | $10.2M | 151,555 | +7,713+5.09% | Add |
| &PARTNERS |
| 0.05% | 0.05% | #145 | $11.6M | 154,341 | $9.8M | 146,023 | +8,318+5.70% | Add |
| Hixon Zuercher, LLC |
| 3.36% | 3.08% | #13 | $11.5M | 152,829 | $9.9M | 147,589 | +5,240+3.55% | Add |
| Cerity Partners LLC |
| 0.01% | 0.01% | #192 | $11.4M | 151,432 | $10.2M | 152,638 | -1,206-0.79% | Reduce |
| 46 Peaks LLC |
| 7.07% | 7.11% | #5 | $11.2M | 149,917 | $9.8M | 145,555 | +4,362+3.00% | Add |
