| ENVESTNET ASSET MANAGEMENT INC |
| 0.21% | 0.21% | #19 | $892.9M | 34.4M | $802.2M | 32.5M | +1.8M+5.61% | Add |
| LPL Financial LLC |
| 0.08% | 0.08% | #32 | $357.8M | 13.8M | $301.6M | 12.2M | +1.5M+12.56% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.39% | 0.4% | #12 | $192.3M | 7.4M | $145.5M | 5.9M | +1.5M+25.45% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.02% | 0.02% | #50 | $137.2M | 5.3M | $86.3M | 3.5M | +1.8M+50.81% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | 0.01% | #69 | $89.5M | 3.5M | $84.0M | 3.5M | -15,685-0.45% | Reduce |
| Cetera Investment Advisers |
| 0.07% | 0.07% | #36 | $76.8M | 3.0M | $66.4M | 2.7M | +260,157+9.65% | Add |
| PARK AVENUE SECURITIES LLC |
| 0.37% | 0.42% | #13 | $59.9M | 2.3M | $53.8M | 2.2M | +125,848+5.77% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.03% | 0.03% | #48 | $53.5M | 2.1M | $49.3M | 2.0M | +60,271+3.02% | Add |
| Envestnet Portfolio Solutions, Inc. |
| 0.11% | 0.11% | #29 | $22.2M | 852,768 | $19.4M | 785,241 | +67,527+8.60% | Add |
| WBH ADVISORY INC |
| 1.4% | 1.44% | #3 | $20.9M | 802,839 | $19.3M | 774,685 | +28,154+3.63% | Add |
| Sequoia Financial Advisors, LLC |
| 0.06% | 0.07% | #37 | $12.9M | 496,841 | $12.6M | 512,044 | -15,203-2.97% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #81 | $12.5M | 479,625 | $1.4M | 55,781 | +423,844+759.84% | Add |
| Waverly Advisors, LLC |
| 0.06% | 0.06% | #40 | $10.1M | 388,782 | $8.6M | 349,455 | +39,327+11.25% | Add |
| NorthRock Partners, LLC |
| 0.14% | 0.16% | #27 | $9.8M | 378,158 | $10.1M | 409,187 | -31,029-7.58% | Reduce |
| Sanctuary Advisors, LLC |
| 0.04% | 0.05% | #44 | $9.5M | 365,322 | $9.1M | 367,298 | -1,976-0.54% | Reduce |
| World Investment Advisors |
| 0.15% | 0.13% | #25 | $9.0M | 345,448 | $8.1M | 330,319 | +15,129+4.58% | Add |
| Invst, LLC |
| 0.86% | 0.87% | #5 | $8.8M | 339,287 | $7.7M | 311,556 | +27,731+8.90% | Add |
| Beacon Bridge Wealth Partners, LLC |
| 1.54% | 1.75% | #1 | $5.4M | 207,920 | $5.2M | 212,183 | -4,263-2.01% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.02% | 0.03% | #51 | $4.5M | 173,291 | $4.0M | 162,756 | +10,535+6.47% | Add |
| Regal Investment Advisors LLC |
| 0.23% | 0.23% | #18 | $4.4M | 167,905 | $3.9M | 160,011 | +7,894+4.93% | Add |
| Legacy Wealth Managment, LLC/ID |
| 1.51% | — | #2 | $3.7M | 140,966 | $0 | 0 | +140,966 | New Buy |
| SILVERLAKE WEALTH MANAGEMENT LLC |
| 0.61% | 0.64% | #8 | $3.2M | 123,131 | $3.1M | 123,849 | -718-0.58% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #66 | $2.5M | 97,883 | $3.2M | 129,657 | -31,774-24.51% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | — | #85 | $2.2M | 83,456 | $0 | 0 | +83,456 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #76 | $2.1M | 82,117 | $2.6M | 106,371 | -24,254-22.80% | Reduce |
| RDA Financial Network |
| 0.45% | 0.47% | #11 | $2.1M | 79,923 | $1.9M | 76,663 | +3,260+4.25% | Add |
| Orion Porfolio Solutions, LLC |
| 0.02% | 0.02% | #55 | $2.0M | 76,772 | $2.0M | 81,817 | -5,045-6.17% | Reduce |
| Transamerica Financial Advisors, LLC |
| 0.16% | 0.13% | #23 | $1.9M | 71,645 | $1.5M | 60,647 | +10,998+18.13% | Add |
| Strategic Blueprint, LLC |
| 0.09% | 0.1% | #30 | $1.9M | 71,287 | $1.7M | 68,639 | +2,648+3.86% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #78 | $1.7M | 63,911 | $1.8M | 74,050 | -10,139-13.69% | Reduce |
| B. Riley Wealth Advisors, Inc. |
| 0.08% | 0.05% | #33 | $1.5M | 57,797 | $814,212 | 33,717 | +24,080+71.42% | Add |
| GeoWealth Management, LLC |
| 0.04% | 0.05% | #43 | $1.4M | 54,136 | $1.4M | 55,439 | -1,303-2.35% | Reduce |
| Claro Advisors Inc. |
| 0.15% | 0.15% | #26 | $1.4M | 54,112 | $1.3M | 51,783 | +2,329+4.50% | Add |
| Milestone Asset Management Group, LLC |
| 0.64% | 0.71% | #6 | $1.3M | 48,595 | $1.2M | 49,240 | -645-1.31% | Reduce |
| LongView Wealth Management |
| 0.32% | 0.28% | #15 | $1.2M | 47,957 | $1.1M | 42,497 | +5,460+12.85% | Add |
| Two West Capital Advisors LLC |
| 0.62% | 0.61% | #7 | $1.2M | 47,957 | $1.1M | 44,583 | +3,374+7.57% | Add |
| Frisch Financial Group, Inc. |
| 0.2% | 0.15% | #20 | $1.2M | 45,741 | $738,761 | 29,970 | +15,771+52.62% | Add |
| OneAscent Financial Services LLC |
| 0.05% | 0.06% | #42 | $1.1M | 42,925 | $1.0M | 42,576 | +349+0.82% | Add |
| WEALTHGARDEN F.S. LLC |
| 0.52% | 1.18% | #10 | $921,459 | 35,468 | $1.7M | 70,304 | -34,836-49.55% | Reduce |
| Aptus Capital Advisors, LLC |
| 0.01% | 0.01% | #68 | $785,713 | 30,243 | $731,686 | 29,683 | +560+1.89% | Add |
| CPWA, LLC |
| 0.9% | 0.9% | #4 | $777,456 | 29,925 | $775,171 | 29,746 | +179+0.60% | Add |
| BlackRock, Inc. |
| <0.01% | <0.01% | #97 | $726,894 | 27,979 | $681,918 | 27,664 | +315+1.14% | Add |
| Advisory Services Network, LLC |
| 0.01% | 0.01% | #60 | $706,152 | 27,181 | $573,121 | 23,250 | +3,931+16.91% | Add |
| Vise Technologies, Inc. |
| 0.01% | — | #61 | $705,529 | 27,157 | $0 | 0 | +27,157 | New Buy |
| Fortis Advisors, LLC |
| 0.32% | 0.34% | #14 | $688,941 | 26,518 | $673,392 | 27,318 | -800-2.93% | Reduce |
| MSH Capital Advisors LLC |
| 0.12% | 0.14% | #28 | $683,727 | 26,317 | $643,466 | 26,104 | +213+0.82% | Add |
| WCG Wealth Advisors LLC |
| 0.02% | 0.02% | #56 | $634,398 | 24,419 | $759,215 | 30,800 | -6,381-20.72% | Reduce |
| Private Advisor Group, LLC |
| <0.01% | <0.01% | #75 | $592,285 | 22,798 | $537,610 | 21,810 | +988+4.53% | Add |
| Advisors Capital Management, LLC |
| 0.01% | <0.01% | #64 | $585,667 | 22,543 | $291,560 | 11,828 | +10,715+90.59% | Add |
| Advyzon Investment Management, LLC |
| 0.04% | 0.05% | #45 | $578,569 | 22,270 | $537,869 | 21,820 | +450+2.06% | Add |
