| MERCER GLOBAL ADVISORS INC /ADV |
| 1.72% | 1.71% | #17 | $1.38B | 25.8M | $1.15B | 24.0M | +1.8M+7.62% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 1.16% | 1.27% | #25 | $703.5M | 13.4M | $581.6M | 12.0M | +1.4M+12.09% | Add |
| RITHOLTZ WEALTH MANAGEMENT |
| 1.45% | 1.44% | #21 | $97.3M | 1.8M | $82.7M | 1.7M | +102,546+5.95% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #156 | $82.9M | 1.6M | $52.3M | 1.1M | +462,828+42.40% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.03% | 0.03% | #106 | $62.2M | 1.2M | $52.9M | 1.1M | +63,525+5.76% | Add |
| Symmetry Partners, LLC |
| 2.58% | 2.52% | #10 | $50.6M | 948,588 | $44.1M | 918,233 | +30,355+3.31% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.01% | 0.01% | #136 | $40.7M | 764,004 | $32.0M | 672,170 | +91,834+13.66% | Add |
| FMR LLC |
| <0.01% | <0.01% | #179 | $40.3M | 755,702 | $33.5M | 696,709 | +58,993+8.47% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #167 | $39.7M | 743,848 | $35.2M | 732,214 | +11,634+1.59% | Add |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
| 0.01% | 0.01% | #149 | $39.1M | 733,639 | $36.0M | 749,672 | -16,033-2.14% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #134 | $35.9M | 672,511 | $29.1M | 605,915 | +66,596+10.99% | Add |
| Mariner, LLC |
| 0.04% | 0.03% | #104 | $35.5M | 665,140 | $29.7M | 619,464 | +45,676+7.37% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #154 | $35.1M | 659,017 | $28.9M | 602,524 | +56,493+9.38% | Add |
| Acropolis Investment Management, LLC |
| 1.35% | 1.34% | #23 | $30.3M | 630,719 | $30.4M | 633,116 | -2,397-0.38% | Reduce |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.46% | 0.42% | #39 | $29.2M | 548,458 | $22.9M | 476,824 | +71,634+15.02% | Add |
| Janney Montgomery Scott LLC |
| 0.05% | 0.06% | #99 | $25.8M | 484,705 | $23.0M | 478,848 | +5,857+1.22% | Add |
| Armbruster Capital Management, Inc. |
| 3.66% | 3.56% | #7 | $24.6M | 460,391 | $21.7M | 452,927 | +7,464+1.65% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #147 | $24.4M | 457,807 | $19.4M | 403,296 | +54,511+13.52% | Add |
| Kathmere Capital Management, LLC |
| 1.29% | 1.28% | #24 | $24.3M | 455,627 | $20.8M | 433,478 | +22,149+5.11% | Add |
| Shore Point Advisors, LLC |
| 6.98% | 7.01% | #1 | $20.8M | 483,285 | $17.7M | 453,302 | +29,983+6.61% | Add |
| PEAPACK GLADSTONE FINANCIAL CORP |
| 0.23% | 0.14% | #65 | $19.7M | 369,827 | $11.3M | 234,928 | +134,899+57.42% | Add |
| ATLAS CAPITAL ADVISORS INC. |
| 1.89% | 1.41% | #15 | $17.3M | 324,355 | $12.3M | 256,678 | +67,677+26.37% | Add |
| AdvisorShares Investments LLC |
| 2.08% | 2.92% | #13 | $17.3M | 323,586 | $16.0M | 333,088 | -9,502-2.85% | Reduce |
| CABOT WEALTH MANAGEMENT INC |
| 1.75% | 1.74% | #16 | $17.2M | 322,958 | $15.1M | 315,194 | +7,764+2.46% | Add |
| Venture Visionary Partners LLC |
| 0.46% | 0.47% | #40 | $16.6M | 311,126 | $14.0M | 291,155 | +19,971+6.86% | Add |
| Straight Path Wealth Management |
| 3.72% | 3.78% | #6 | $15.9M | 298,739 | $14.2M | 294,940 | +3,799+1.29% | Add |
| Vise Technologies, Inc. |
| 0.16% | 0.21% | #72 | $14.3M | 268,566 | $10.6M | 220,175 | +48,391+21.98% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.03% | 0.03% | #111 | $14.3M | 267,302 | $10.6M | 220,820 | +46,482+21.05% | Add |
| Focus Financial Network, Inc. |
| 0.44% | 0.45% | #41 | $14.1M | 264,351 | $12.5M | 259,419 | +4,932+1.90% | Add |
| Financial Partners Group, Inc |
| 1.37% | 1.19% | #22 | $13.5M | 253,750 | $9.9M | 207,170 | +46,580+22.48% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.02% | #125 | $12.5M | 235,122 | $10.3M | 213,676 | +21,446+10.04% | Add |
| ATWOOD & PALMER INC |
| 0.64% | 0.62% | #33 | $12.0M | 224,812 | $11.0M | 228,717 | -3,905-1.71% | Reduce |
| Family Capital Trust Co |
| 4.5% | 4.7% | #5 | $11.8M | 258,862 | $13.0M | 269,982 | -11,120-4.12% | Reduce |
| Apella Capital, LLC |
| 0.16% | 0.17% | #73 | $11.2M | 214,996 | $11.7M | 221,970 | -6,974-3.14% | Reduce |
| Solano Wealth Investment Advisors LLC |
| 5.09% | 5.01% | #3 | $11.2M | 209,765 | $10.0M | 209,184 | +581+0.28% | Add |
| Sequoia Financial Advisors, LLC |
| 0.05% | 0.05% | #98 | $10.7M | 199,961 | $9.7M | 201,093 | -1,132-0.56% | Reduce |
| Archvest Wealth Advisors, Inc. |
| 5.68% | 5.73% | #2 | $9.8M | 183,959 | $8.9M | 184,989 | -1,030-0.56% | Reduce |
| BlackRock, Inc. |
| <0.01% | <0.01% | #217 | $9.3M | 174,505 | $14.7M | 305,490 | -130,985-42.88% | Reduce |
| CGC Financial Services, LLC |
| 2.08% | 2.44% | #14 | $9.2M | 173,298 | $8.5M | 175,994 | -2,696-1.53% | Reduce |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #138 | $8.6M | 160,362 | $7.8M | 161,722 | -1,360-0.84% | Reduce |
| Venturi Wealth Management, LLC |
| 0.32% | 0.31% | #50 | $8.4M | 157,490 | $6.9M | 143,711 | +13,779+9.59% | Add |
| Alexis Investment Partners, LLC |
| 4.54% | 6.21% | #4 | $7.8M | 146,985 | $9.0M | 195,036 | -48,051-24.64% | Reduce |
| EP Wealth Advisors, LLC |
| 0.03% | <0.01% | #113 | $7.2M | 135,471 | $337,734 | 7,033 | +128,438+1,826.22% | Add |
| Occidental Asset Management, LLC |
| 0.68% | 0.69% | #32 | $6.9M | 128,611 | $5.8M | 121,278 | +7,333+6.05% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #194 | $6.6M | 123,523 | $15.9M | 331,656 | -208,133-62.76% | Reduce |
| Financial Freedom, LLC |
| 3.02% | 3.12% | #9 | $6.6M | 123,503 | $6.3M | 130,424 | -6,921-5.31% | Reduce |
| Fifth Third Wealth Advisors LLC |
| 0.18% | — | #69 | $6.4M | 119,296 | $0 | 0 | +119,296 | New Buy |
| Wealth Enhancement Trust Services, Inc. |
| 0.8% | 0.85% | #30 | $6.3M | 132,224 | $7.0M | 146,705 | -14,481-9.87% | Reduce |
| Veridan Wealth LLC |
| 2.15% | 2.02% | #12 | $6.3M | 118,750 | $5.5M | 113,956 | +4,794+4.21% | Add |
| Tacita Capital Inc |
| 3.21% | 3.11% | #8 | $5.9M | 110,746 | $5.3M | 109,564 | +1,182+1.08% | Add |
