| Financial Engines Advisors L.L.C. |
| 7.8% | 8.56% | #2 | $4.39B | 196.9M | $4.22B | 188.3M | +8.6M+4.55% | Add |
| LPL Financial LLC |
| 0.11% | 0.14% | #70 | $500.2M | 22.4M | $524.5M | 23.4M | -1.0M-4.30% | Reduce |
| STIFEL FINANCIAL CORP |
| 0.11% | 0.16% | #71 | $131.5M | 5.9M | $176.0M | 7.9M | -2.0M-25.05% | Reduce |
| BENJAMIN EDWARDS INC |
| 0.98% | 1.43% | #27 | $107.4M | 4.8M | $143.9M | 6.4M | -1.6M-25.10% | Reduce |
| AMERIPRISE FINANCIAL INC |
| 0.02% | 0.02% | #124 | $79.8M | 3.6M | $77.8M | 3.5M | +100,885+2.90% | Add |
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
| 1.17% | 1.37% | #25 | $75.2M | 3.4M | $86.3M | 3.9M | -482,992-12.53% | Reduce |
| CX Institutional |
| 1.76% | 1.83% | #18 | $61.0M | 2.7M | $59.8M | 2.7M | +62,874+2.35% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #175 | $50.1M | 2.2M | $48.9M | 2.2M | +62,377+2.86% | Add |
| Advisory Alpha, LLC |
| 1.22% | 1.33% | #23 | $49.8M | 2.2M | $48.5M | 2.2M | +63,560+2.93% | Add |
| ASSETMARK, INC |
| 0.08% | 0.08% | #85 | $43.8M | 2.0M | $40.6M | 1.8M | +148,901+8.21% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #167 | $43.3M | 1.9M | $2.7M | 122,607 | +1.8M+1,484.33% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #186 | $42.5M | 1.9M | $36.4M | 1.6M | +284,666+17.54% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #190 | $33.8M | 1.5M | $30.1M | 1.3M | +159,517+11.83% | Add |
| Zurich Insurance Group Ltd/FI |
| 0.23% | 0.26% | #52 | $33.1M | 1.5M | $33.2M | 1.5M | 00.00% | Unchanged |
| CITADEL ADVISORS LLC |
| <0.01% | — | #169 | $32.1M | 1.4M | $0 | 0 | +1.4M | New Buy |
| Financial Plan, Inc. |
| 2.87% | 3.05% | #10 | $30.2M | 1.4M | $28.5M | 1.3M | +83,119+6.54% | Add |
| FINANCIAL LIFE ADVISORS |
| 8.25% | 7.26% | #1 | $29.0M | 1.3M | $23.3M | 1.0M | +259,619+24.93% | Add |
| Sanctuary Advisors, LLC |
| 0.11% | 0.12% | #69 | $24.3M | 1.1M | $22.4M | 1.0M | +88,457+8.83% | Add |
| Baird Financial Group, Inc. |
| 0.03% | 0.04% | #106 | $24.1M | 1.1M | $24.1M | 1.1M | +3,273+0.30% | Add |
| ALTFEST L J & CO INC |
| 1.92% | 2.07% | #16 | $19.8M | 885,863 | $19.3M | 862,594 | +23,269+2.70% | Add |
| Gladstone Institutional Advisory LLC |
| 0.62% | 0.68% | #38 | $19.7M | 885,033 | $18.4M | 822,025 | +63,008+7.66% | Add |
| Compton Financial Group, LLC |
| 3.74% | 8.72% | #7 | $19.4M | 870,078 | $39.5M | 1.8M | -891,992-50.62% | Reduce |
| 93 Financial Group, LLC |
| 7.06% | 7.78% | #4 | $17.9M | 801,374 | $17.5M | 779,674 | +21,700+2.78% | Add |
| Cetera Investment Advisers |
| 0.02% | 0.02% | #126 | $17.5M | 782,706 | $17.2M | 768,195 | +14,511+1.89% | Add |
| Private Advisor Group, LLC |
| 0.07% | 0.06% | #86 | $15.9M | 713,679 | $12.4M | 553,135 | +160,544+29.02% | Add |
| ST GERMAIN D J CO INC |
| 0.57% | 0.61% | #39 | $15.7M | 705,795 | $15.4M | 686,198 | +19,597+2.86% | Add |
| Tidemark, LLC |
| 3.53% | 3.31% | #8 | $15.7M | 703,013 | $13.0M | 582,067 | +120,946+20.78% | Add |
| Summit Financial, LLC |
| 0.17% | 0.19% | #56 | $15.5M | 695,748 | $15.1M | 672,888 | +22,860+3.40% | Add |
| Private Advisory Group LLC |
| 0.79% | 0.86% | #31 | $14.6M | 656,299 | $13.1M | 587,175 | +69,124+11.77% | Add |
| Leicht Financial Planning & Wealth Management, Inc. |
| 5.66% | 9.31% | #5 | $13.8M | 618,696 | $20.5M | 916,363 | -297,667-32.48% | Reduce |
| Equitable Holdings, Inc. |
| 0.08% | 0.06% | #82 | $13.0M | 581,145 | $9.8M | 436,553 | +144,592+33.12% | Add |
| Collier Financial |
| 7.55% | 10.73% | #3 | $11.0M | 494,650 | $14.1M | 628,359 | -133,709-21.28% | Reduce |
| Stokes Family Office, LLC |
| 1.27% | 1.39% | #22 | $10.9M | 487,991 | $13.5M | 602,665 | -114,674-19.03% | Reduce |
| Stratos Wealth Partners, LTD. |
| 0.11% | 0.11% | #72 | $10.5M | 470,785 | $9.5M | 422,572 | +48,213+11.41% | Add |
| Vise Technologies, Inc. |
| 0.1% | 0.06% | #73 | $9.2M | 414,577 | $3.0M | 132,595 | +281,982+212.66% | Add |
| Mariner, LLC |
| 0.01% | 0.01% | #141 | $8.8M | 394,180 | $10.4M | 462,734 | -68,554-14.81% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.04% | 0.04% | #101 | $8.5M | 381,746 | $4.6M | 206,116 | +175,630+85.21% | Add |
| Detalus Advisors, LLC |
| 1.43% | 1.43% | #20 | $7.3M | 328,868 | $6.3M | 279,659 | +49,209+17.60% | Add |
| Leslie Global Wealth, LLC |
| 2.87% | — | #9 | $7.3M | 326,291 | $0 | 0 | +326,291 | New Buy |
| FLAGSHIP HARBOR ADVISORS, LLC |
| 0.28% | 0.38% | #49 | $7.3M | 325,064 | $8.7M | 390,465 | -65,401-16.75% | Reduce |
| Chesapeake Wealth Management |
| 1.99% | 2.18% | #14 | $7.1M | 318,400 | $7.1M | 316,789 | +1,611+0.51% | Add |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. |
| 0.46% | 0.5% | #43 | $6.8M | 305,897 | $6.8M | 304,484 | +1,413+0.46% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #195 | $6.6M | 293,896 | $6.8M | 305,628 | -11,732-3.84% | Reduce |
| TRUE BLUE FINANCIAL, LLC |
| 2.72% | 0.31% | #11 | $6.5M | 289,271 | $398,676 | 17,806 | +271,465+1,524.57% | Add |
| Waverly Advisors, LLC |
| 0.04% | 0.04% | #104 | $6.4M | 286,215 | $4.7M | 210,632 | +75,583+35.88% | Add |
| Portside Wealth Group, LLC |
| 0.74% | 0.81% | #33 | $6.4M | 284,956 | $6.0M | 267,523 | +17,433+6.52% | Add |
| TSFG, LLC |
| 0.76% | 0.84% | #32 | $6.1M | 271,418 | $5.5M | 247,538 | +23,880+9.65% | Add |
| Midwest Capital Advisors, LLC |
| 2.43% | 2.21% | #12 | $6.0M | 268,183 | $4.7M | 210,909 | +57,274+27.16% | Add |
| ABOUND FINANCIAL, LLC |
| 2.36% | 2.61% | #13 | $5.9M | 265,292 | $6.0M | 266,628 | -1,336-0.50% | Reduce |
| Drucker Wealth 3.0, LLC |
| 0.79% | 0.8% | #30 | $5.0M | 225,295 | $4.6M | 204,701 | +20,594+10.06% | Add |
