| WELLS FARGO & COMPANY/MN |
| 0.17% | 0.18% | #102 | $1.06B | 23.1M | $977.0M | 22.7M | +449,028+1.98% | Add |
| LPL Financial LLC |
| 0.07% | 0.07% | #136 | $296.1M | 6.5M | $253.6M | 5.9M | +600,897+10.22% | Add |
| Annex Advisory Services, LLC |
| 4.83% | 4.51% | #13 | $282.7M | 6.2M | $240.5M | 5.6M | +609,836+10.93% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.06% | 0.05% | #138 | $269.3M | 5.9M | $179.9M | 4.2M | +1.7M+41.30% | Add |
| VANTAGEPOINT INVESTMENT ADVISERS LLC |
| 1.87% | 1.98% | #31 | $250.1M | 5.5M | $234.2M | 5.4M | +43,131+0.79% | Add |
| SigFig Wealth Management, LLC |
| 6% | 6.14% | #10 | $226.5M | 5.0M | $209.5M | 4.9M | +114,330+2.35% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #210 | $199.3M | 4.4M | $191.4M | 4.4M | -77,462-1.75% | Reduce |
| Betterment LLC |
| 0.27% | 0.27% | #77 | $162.0M | 3.5M | $141.9M | 3.3M | +255,571+7.77% | Add |
| MORGAN STANLEY |
| 0.01% | 0.01% | #228 | $156.8M | 3.4M | $135.4M | 3.3M | +136,780+4.15% | Add |
| HB Wealth Management, LLC |
| 0.66% | 0.71% | #53 | $118.6M | 2.6M | $110.2M | 2.6M | +40,245+1.58% | Add |
| Cetera Investment Advisers |
| 0.09% | 0.09% | #124 | $101.7M | 2.2M | $87.3M | 2.0M | +200,327+9.89% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.12% | 0.12% | #113 | $96.6M | 2.1M | $89.1M | 2.1M | +47,909+2.32% | Add |
| Cerity Partners LLC |
| 0.11% | 0.08% | #117 | $89.3M | 2.0M | $55.5M | 1.3M | +667,534+51.89% | Add |
| GOLDMAN SACHS GROUP INC |
| 0.01% | 0.01% | #236 | $80.5M | 1.8M | $75.3M | 1.7M | +15,848+0.91% | Add |
| Financial Management Professionals, Inc. |
| 6.12% | 6.61% | #9 | $64.5M | 1.4M | $59.0M | 1.4M | +45,033+3.29% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.1% | 0.1% | #123 | $63.9M | 1.4M | $59.5M | 1.4M | +20,221+1.47% | Add |
| PRINCIPAL SECURITIES, INC. |
| 0.7% | 0.64% | #50 | $57.9M | 1.3M | $43.4M | 1.0M | +259,868+25.81% | Add |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| 0.31% | 0.24% | #72 | $56.1M | 1.2M | $38.6M | 894,547 | +336,872+37.66% | Add |
| EP Wealth Advisors, LLC |
| 0.19% | 0.01% | #97 | $49.7M | 1.1M | $2.4M | 56,556 | +1.0M+1,823.88% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #207 | $49.6M | 1.1M | $45.9M | 1.1M | +20,575+1.93% | Add |
| High Probability Advisors, LLC |
| 5.2% | 5.46% | #11 | $48.6M | 1.1M | $42.7M | 989,692 | +73,991+7.48% | Add |
| FIRST FOUNDATION ADVISORS |
| 1.67% | 1.78% | #35 | $46.6M | 1.0M | $44.2M | 1.0M | -5,483-0.54% | Reduce |
| UBS Group AG |
| 0.01% | 0.01% | #241 | $46.3M | 1.0M | $44.1M | 1.0M | -10,047-0.98% | Reduce |
| OneDigital Investment Advisors LLC |
| 0.39% | 0.42% | #64 | $45.8M | 1.0M | $43.5M | 1.0M | -5,864-0.58% | Reduce |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #238 | $41.9M | 917,704 | $39.7M | 920,969 | -3,265-0.35% | Reduce |
| Strategic Financial Services, Inc. |
| 1.74% | 1.83% | #33 | $39.7M | 869,334 | $38.4M | 890,002 | -20,668-2.32% | Reduce |
| Brio Consultants, LLC |
| 4.65% | 4.71% | #14 | $39.7M | 869,104 | $38.5M | 853,644 | +15,460+1.81% | Add |
| Envestnet Portfolio Solutions, Inc. |
| 0.18% | 0.15% | #100 | $36.6M | 800,098 | $26.8M | 621,463 | +178,635+28.74% | Add |
| Lebenthal Global Advisors, LLC |
| 4.9% | 3.24% | #12 | $36.3M | 794,660 | $22.3M | 516,472 | +278,188+53.86% | Add |
| STRAIGHTLINE GROUP LLC |
| 16.32% | 15.77% | #2 | $34.6M | 757,298 | $31.7M | 735,238 | +22,060+3.00% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #274 | $33.9M | 741,552 | $13.5M | 313,180 | +428,372+136.78% | Add |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC |
| 19.3% | 19.98% | #1 | $32.2M | 705,471 | $30.8M | 713,127 | -7,656-1.07% | Reduce |
| IAG Wealth Partners, LLC |
| 3.17% | 3.12% | #19 | $32.0M | 701,237 | $27.9M | 647,826 | +53,411+8.24% | Add |
| AMERICAN NATIONAL BANK & TRUST |
| 3.03% | 3.03% | #21 | $31.8M | 736,862 | $31.8M | 736,862 | 00.00% | Unchanged |
| Sanctuary Advisors, LLC |
| 0.14% | 0.16% | #106 | $30.4M | 665,408 | $29.2M | 676,901 | -11,493-1.70% | Reduce |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.05% | 0.05% | #151 | $29.8M | 652,724 | $26.8M | 621,072 | +31,652+5.10% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.02% | 0.02% | #202 | $28.4M | 622,017 | $31.5M | 730,510 | -108,493-14.85% | Reduce |
| HighTower Advisors, LLC |
| 0.03% | 0.02% | #178 | $27.9M | 610,066 | $22.7M | 527,035 | +83,031+15.75% | Add |
| LexAurum Advisors, LLC |
| 3.12% | 3.32% | #20 | $27.0M | 590,479 | $25.6M | 593,460 | -2,981-0.50% | Reduce |
| AQR CAPITAL MANAGEMENT LLC |
| 0.01% | 0.01% | #225 | $25.2M | 551,936 | $23.8M | 551,317 | +619+0.11% | Add |
| Trail Ridge Investment Advisors, LLC |
| 10.59% | 9.76% | #3 | $25.1M | 548,908 | $22.4M | 520,439 | +28,469+5.47% | Add |
| Hixon Zuercher, LLC |
| 7.06% | 6.82% | #6 | $24.1M | 526,508 | $21.9M | 507,579 | +18,929+3.73% | Add |
| Asset Advisors Investment Management, LLC |
| 2.12% | 2.11% | #28 | $23.1M | 505,390 | $22.1M | 512,734 | -7,344-1.43% | Reduce |
| CoreCap Advisors, LLC |
| 0.68% | 0.71% | #51 | $23.0M | 503,940 | $20.8M | 481,638 | +22,302+4.63% | Add |
| AlphaCore Capital LLC |
| 0.42% | 0.51% | #61 | $22.4M | 491,001 | $21.6M | 501,851 | -10,850-2.16% | Reduce |
| Ledyard National Bank |
| 1.78% | 1.86% | #32 | $22.2M | 486,622 | $21.4M | 497,236 | -10,614-2.13% | Reduce |
| Paul R. Ried Financial Group, LLC |
| 9.68% | 9.59% | #4 | $22.2M | 484,829 | $20.6M | 478,045 | +6,784+1.42% | Add |
| APPLETON PARTNERS INC/MA |
| 1.29% | 1.34% | #39 | $21.1M | 461,827 | $19.2M | 446,210 | +15,617+3.50% | Add |
| Kelman-Lazarov, Inc. |
| 2.69% | 2.8% | #24 | $20.5M | 449,338 | $19.6M | 453,455 | -4,117-0.91% | Reduce |
| Baker Ellis Asset Management LLC |
| 2.01% | 2.16% | #30 | $19.4M | 424,635 | $18.2M | 422,366 | +2,269+0.54% | Add |