| Financial Engines Advisors L.L.C. |
| 2.68% | 2.77% | #10 | $1.51B | 41.9M | $1.37B | 43.6M | -1.7M-3.87% | Reduce |
| ARMSTRONG ADVISORY GROUP, INC |
| 14.31% | 5.21% | #2 | $235.1M | 6.5M | $77.6M | 2.5M | +4.0M+163.08% | Add |
| Legacy Wealth Management, LLC |
| 11.03% | 10.96% | #4 | $210.9M | 5.8M | $188.0M | 6.0M | -152,229-2.54% | Reduce |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
| 0.02% | 0.02% | #97 | $174.4M | 4.8M | $108.1M | 3.5M | +1.4M+40.17% | Add |
| Creative Planning |
| 0.08% | 0.08% | #60 | $138.9M | 3.9M | $122.2M | 3.9M | -46,174-1.18% | Reduce |
| Warwick Investment Management, Inc. |
| 14.51% | 16.26% | #1 | $129.3M | 3.6M | $112.2M | 3.6M | +4,893+0.14% | Add |
| WADDELL & ASSOCIATES, LLC |
| 3.83% | 3.78% | #9 | $77.3M | 2.1M | $67.1M | 2.1M | +3,746+0.17% | Add |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
| 12.73% | — | #3 | $47.2M | 1.3M | $0 | 0 | +1.3M | New Buy |
| Plum Street Advisors, LLC |
| 7.73% | 7.82% | #6 | $24.2M | 670,890 | $22.6M | 720,874 | -49,984-6.93% | Reduce |
| Focus Partners Wealth |
| 0.02% | 0.02% | #102 | $20.7M | 573,808 | $15.0M | 477,541 | +96,267+20.16% | Add |
| FreeGulliver LLC |
| 6.14% | 1.94% | #7 | $17.4M | 483,033 | $4.6M | 146,686 | +336,347+229.30% | Add |
| Main Street Financial Solutions, LLC |
| 1.04% | — | #15 | $16.8M | 466,270 | $0 | 0 | +466,270 | New Buy |
| Mariner, LLC |
| 0.02% | 0.02% | #108 | $16.2M | 450,207 | $14.1M | 449,173 | +1,034+0.23% | Add |
| Lighthouse Wealth Management Inc. |
| 8.46% | 8.34% | #5 | $13.6M | 378,027 | $12.3M | 391,661 | -13,634-3.48% | Reduce |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC |
| 1.22% | 1.25% | #13 | $9.3M | 258,451 | $8.1M | 258,167 | +284+0.11% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #187 | $8.9M | 247,609 | $7.7M | 246,307 | +1,302+0.53% | Add |
| Blake Schutter Theil Wealth Advisors, LLC |
| 4.64% | 4.85% | #8 | $6.9M | 190,089 | $6.0M | 190,089 | 00.00% | Unchanged |
| Cerity Partners LLC |
| 0.01% | 0.01% | #137 | $6.7M | 185,500 | $3.7M | 116,867 | +68,633+58.73% | Add |
| NorthRock Partners, LLC |
| 0.09% | 0.09% | #56 | $6.2M | 171,106 | $5.5M | 175,317 | -4,211-2.40% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #228 | $5.7M | 158,842 | $5.4M | 173,740 | -14,898-8.57% | Reduce |
| HBK Sorce Advisory LLC |
| 0.09% | 0.09% | #58 | $4.6M | 124,797 | $4.4M | 124,797 | 00.00% | Unchanged |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | 0.01% | #144 | $4.3M | 116,778 | $3.9M | 124,315 | -7,537-6.06% | Reduce |
| Donor Advised Charitable Giving, Inc. |
| 0.09% | 0.09% | #53 | $4.2M | 115,563 | $3.7M | 117,247 | -1,684-1.44% | Reduce |
| MAI Capital Management |
| 0.01% | 0.02% | #113 | $4.0M | 109,552 | $3.4M | 109,549 | +3+0.00% | Add |
| US BANCORP \DE\ |
| <0.01% | <0.01% | #160 | $3.8M | 105,150 | $3.3M | 106,137 | -987-0.93% | Reduce |
| Visionary Wealth Advisors |
| 0.15% | 0.1% | #39 | $3.7M | 102,670 | $2.3M | 72,508 | +30,162+41.60% | Add |
| Wescott Financial Advisory Group, LLC |
| 0.26% | 0.25% | #32 | $3.4M | 93,807 | $2.9M | 90,988 | +2,819+3.10% | Add |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| 0.06% | 0.14% | #62 | $3.4M | 93,749 | $6.8M | 217,827 | -124,078-56.96% | Reduce |
| CAPTRUST FINANCIAL ADVISORS |
| <0.01% | <0.01% | #157 | $3.2M | 88,333 | $2.5M | 79,672 | +8,661+10.87% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #236 | $3.1M | 87,022 | $2.6M | 81,041 | +5,981+7.38% | Add |
| Wolfstich Capital, LLC |
| 2.37% | 1.28% | #11 | $3.1M | 86,462 | $1.5M | 108,453 | -21,991-20.28% | Reduce |
| FMR LLC |
| <0.01% | <0.01% | #238 | $3.1M | 85,404 | $2.7M | 86,223 | -819-0.95% | Reduce |
| ORSER CAPITAL MANAGEMENT, LLC |
| 1.56% | 1.68% | #12 | $3.0M | 83,747 | $2.6M | 81,817 | +1,930+2.36% | Add |
| FIDUCIARY FINANCIAL GROUP, LLC |
| 0.34% | 0.17% | #26 | $3.0M | 82,447 | $1.3M | 41,192 | +41,255+100.15% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #179 | $3.0M | 81,847 | $2.5M | 78,284 | +3,563+4.55% | Add |
| Crusonia Wealth Advisors LLC |
| 0.46% | 0.51% | #24 | $2.8M | 77,899 | $2.5M | 78,464 | -565-0.72% | Reduce |
| Bawa N Mallick Trust |
| 0.9% | 0.9% | #17 | $2.8M | 77,416 | $2.2M | 69,780 | +7,636+10.94% | Add |
| Aptus Capital Advisors, LLC |
| 0.02% | 0.02% | #106 | $2.8M | 77,113 | $2.4M | 76,590 | +523+0.68% | Add |
| GUARDIAN WEALTH ADVISORS, LLC / NC |
| 0.16% | 0.15% | #38 | $2.8M | 77,113 | $2.4M | 76,590 | +523+0.68% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #154 | $2.5M | 69,794 | $2.1M | 67,556 | +2,238+3.31% | Add |
| Kohmann Bosshard Financial Services, LLC |
| 0.19% | 0.19% | #35 | $2.2M | 61,008 | $1.9M | 61,008 | 00.00% | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #200 | $2.1M | 58,554 | $1.7M | 54,083 | +4,471+8.27% | Add |
| WESPAC Advisors, LLC |
| 1% | — | #16 | $2.1M | 57,078 | $0 | 0 | +57,078 | New Buy |
| BlackRock, Inc. |
| <0.01% | <0.01% | #256 | $2.0M | 54,381 | $1.0M | 31,963 | +22,418+70.14% | Add |
| RENAISSANCE TECHNOLOGIES LLC |
| <0.01% | — | #183 | $1.8M | 49,000 | $0 | 0 | +49,000 | New Buy |
| Sherrill & Hutchins Financial Advisory, Inc |
| 0.8% | 0.86% | #18 | $1.7M | 46,325 | $1.5M | 46,316 | +9+0.02% | Add |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
| 0.02% | 0.02% | #98 | $1.6M | 43,505 | $1.4M | 43,293 | +212+0.49% | Add |
| Gemmer Asset Management LLC |
| 0.1% | 0.1% | #51 | $1.5M | 41,222 | $1.3M | 40,022 | +1,200+3.00% | Add |
| Richardson Capital Management LLC |
| 0.61% | 0.61% | #21 | $1.4M | 39,620 | $1.3M | 40,031 | -411-1.03% | Reduce |
| Diversified Trust Co |
| 0.02% | 0.02% | #99 | $1.4M | 39,576 | $1.2M | 39,576 | 00.00% | Unchanged |
