| ENVESTNET ASSET MANAGEMENT INC |
| 0.37% | 0.35% | #27 | $1.55B | 55.8M | $1.33B | 54.5M | +1.3M+2.30% | Add |
| LPL Financial LLC |
| 0.13% | 0.12% | #47 | $571.5M | 20.6M | $455.4M | 18.7M | +1.9M+9.99% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.71% | 0.7% | #15 | $345.7M | 12.5M | $252.3M | 10.4M | +2.1M+20.08% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.04% | 0.03% | #64 | $252.6M | 9.1M | $148.9M | 6.1M | +3.0M+48.65% | Add |
| JPMORGAN CHASE & CO |
| 0.01% | 0.01% | #86 | $152.2M | 5.5M | $132.5M | 5.6M | -80,266-1.43% | Reduce |
| Cetera Investment Advisers |
| 0.11% | 0.1% | #50 | $116.9M | 4.2M | $97.7M | 4.0M | +195,039+4.85% | Add |
| PARK AVENUE SECURITIES LLC |
| 0.69% | 0.72% | #17 | $111.0M | 4.0M | $92.4M | 3.8M | +198,802+5.23% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.05% | 0.05% | #59 | $87.1M | 3.1M | $77.4M | 3.2M | -43,466-1.36% | Reduce |
| Envestnet Portfolio Solutions, Inc. |
| 0.15% | 0.15% | #39 | $32.0M | 1.2M | $27.0M | 1.1M | +43,692+3.94% | Add |
| WBH ADVISORY INC |
| 1.98% | 1.94% | #7 | $29.5M | 1.1M | $25.9M | 1.1M | +10,198+0.97% | Add |
| NorthRock Partners, LLC |
| 0.42% | 0.43% | #23 | $28.7M | 1.0M | $26.7M | 1.1M | -63,906-5.82% | Reduce |
| Sequoia Financial Advisors, LLC |
| 0.13% | 0.13% | #46 | $25.8M | 929,681 | $22.4M | 923,280 | +6,401+0.69% | Add |
| Keystone Global Partners, LLC |
| 7.2% | 7.7% | #1 | $19.1M | 686,808 | $17.3M | 713,598 | -26,790-3.75% | Reduce |
| Sanctuary Advisors, LLC |
| 0.08% | 0.08% | #51 | $17.7M | 639,384 | $15.1M | 619,548 | +19,836+3.20% | Add |
| Waverly Advisors, LLC |
| 0.08% | 0.08% | #52 | $13.1M | 473,249 | $11.1M | 458,089 | +15,160+3.31% | Add |
| World Investment Advisors |
| 0.21% | 0.18% | #33 | $12.9M | 466,669 | $11.3M | 464,415 | +2,254+0.49% | Add |
| Invst, LLC |
| 1.11% | 1.13% | #11 | $11.3M | 408,876 | $10.0M | 410,661 | -1,785-0.43% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.05% | 0.07% | #57 | $10.1M | 362,350 | $8.6M | 353,677 | +8,673+2.45% | Add |
| Regal Investment Advisors LLC |
| 0.42% | 0.37% | #22 | $8.2M | 294,897 | $6.4M | 263,044 | +31,853+12.11% | Add |
| Beacon Bridge Wealth Partners, LLC |
| 2.02% | 2.07% | #6 | $7.1M | 255,226 | $6.2M | 254,793 | +433+0.17% | Add |
| GeoWealth Management, LLC |
| 0.21% | 0.23% | #34 | $6.7M | 242,188 | $6.5M | 265,810 | -23,622-8.89% | Reduce |
| Advisory Solutions Group, LLC |
| 2.22% | — | #5 | $6.5M | 236,069 | $0 | 0 | +236,069 | New Buy |
| Orion Porfolio Solutions, LLC |
| 0.04% | 0.04% | #62 | $5.8M | 209,000 | $4.2M | 171,547 | +37,453+21.83% | Add |
| SILVERLAKE WEALTH MANAGEMENT LLC |
| 0.97% | 0.96% | #12 | $5.1M | 184,677 | $4.6M | 189,364 | -4,687-2.48% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #89 | $5.0M | 178,558 | $4.6M | 189,813 | -11,255-5.93% | Reduce |
| Payne Capital LLC |
| 4% | 3.85% | #3 | $4.8M | 172,608 | $4.2M | 172,608 | 00.00% | Unchanged |
| Legacy Wealth Managment, LLC/ID |
| 1.85% | — | #8 | $4.5M | 161,892 | $0 | 0 | +161,892 | New Buy |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #87 | $3.4M | 121,796 | $4.0M | 164,237 | -42,441-25.84% | Reduce |
| Strategic Blueprint, LLC |
| 0.17% | 0.17% | #38 | $3.3M | 119,247 | $2.9M | 117,896 | +1,351+1.15% | Add |
| RDA Financial Network |
| 0.68% | 0.65% | #18 | $3.1M | 113,173 | $2.6M | 107,103 | +6,070+5.67% | Add |
| WEALTHGARDEN F.S. LLC |
| 1.72% | 2.72% | #9 | $3.0M | 109,650 | $4.0M | 164,042 | -54,392-33.16% | Reduce |
| Transamerica Financial Advisors, LLC |
| 0.25% | 0.2% | #32 | $3.0M | 107,047 | $2.3M | 96,304 | +10,743+11.16% | Add |
| B. Riley Wealth Advisors, Inc. |
| 0.14% | 0.09% | #43 | $2.6M | 95,756 | $1.3M | 56,926 | +38,830+68.21% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #98 | $2.5M | 89,371 | $2.3M | 94,013 | -4,642-4.94% | Reduce |
| Advisory Services Network, LLC |
| 0.02% | 0.02% | #72 | $2.2M | 78,102 | $1.7M | 70,973 | +7,129+10.04% | Add |
| GWN SECURITIES INC. |
| 0.36% | 0.32% | #28 | $2.1M | 77,026 | $1.7M | 69,745 | +7,281+10.44% | Add |
| Stonebrook Private Inc. |
| 0.38% | 0.36% | #26 | $2.1M | 74,413 | $1.7M | 70,382 | +4,031+5.73% | Add |
| Frisch Financial Group, Inc. |
| 0.33% | 0.18% | #30 | $1.9M | 68,649 | $853,707 | 35,118 | +33,531+95.48% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | — | #115 | $1.9M | 68,597 | $0 | 0 | +68,597 | New Buy |
| Two West Capital Advisors LLC |
| 0.92% | 0.91% | #13 | $1.9M | 67,781 | $1.7M | 66,039 | +1,742+2.64% | Add |
| Claro Advisors Inc. |
| 0.17% | 0.18% | #37 | $1.7M | 59,745 | $1.5M | 63,135 | -3,390-5.37% | Reduce |
| LongView Wealth Management |
| 0.41% | 0.35% | #24 | $1.6M | 57,950 | $1.4M | 54,017 | +3,933+7.28% | Add |
| Advyzon Investment Management, LLC |
| 0.11% | 0.12% | #49 | $1.6M | 56,551 | $1.3M | 54,764 | +1,787+3.26% | Add |
| Vantus Wealth LLC |
| 0.82% | — | #14 | $1.5M | 55,257 | $0 | 0 | +55,257 | New Buy |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| 0.03% | 0.02% | #69 | $1.5M | 55,179 | $1.2M | 50,145 | +5,034+10.04% | Add |
| RESOLUTE WEALTH ADVISOR, INC. |
| 2.25% | 0.8% | #4 | $1.4M | 57,883 | $1.4M | 57,883 | 00.00% | Unchanged |
| OneAscent Family Office, LLC |
| 0.7% | 1.22% | #16 | $1.4M | 49,721 | $1.7M | 71,831 | -22,110-30.78% | Reduce |
| Aptus Capital Advisors, LLC |
| 0.01% | 0.01% | #85 | $1.3M | 47,086 | $1.2M | 47,401 | -315-0.66% | Reduce |
| CPWA, LLC |
| 1.43% | 1.38% | #10 | $1.2M | 44,399 | $1.2M | 43,532 | +867+1.99% | Add |
| Vise Technologies, Inc. |
| 0.01% | — | #79 | $1.1M | 41,170 | $0 | 0 | +41,170 | New Buy |
