| Sequoia Financial Advisors, LLC |
| 1.07% | 1.06% | #7 | $215.5M | 4.4M | $189.0M | 4.2M | +161,288+3.81% | Add |
| National Pension Service |
| 0.09% | 0.09% | #35 | $135.5M | 2.8M | $123.3M | 2.8M | 00.00% | Unchanged |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #80 | $124.6M | 2.5M | $112.7M | 2.5M | +16,198+0.64% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.04% | 0.05% | #49 | $77.9M | 1.6M | $73.9M | 1.7M | -66,252-4.00% | Reduce |
| PRICE T ROWE ASSOCIATES INC /MD/ |
| 0.01% | 0.01% | #82 | $74.9M | 1.5M | $68.1M | 1.5M | +2,398+0.16% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.01% | 0.01% | #73 | $27.6M | 570,408 | $21.1M | 481,418 | +88,990+18.48% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.03% | 0.03% | #55 | $22.2M | 452,964 | $20.6M | 461,291 | -8,327-1.81% | Reduce |
| Rockefeller Capital Management L.P. |
| 0.03% | 0.03% | #54 | $19.9M | 405,008 | $18.3M | 410,464 | -5,456-1.33% | Reduce |
| YARGER WEALTH STRATEGIES, LLC |
| 7.02% | 7.03% | #1 | $19.6M | 395,595 | $17.5M | 391,220 | +4,375+1.12% | Add |
| Cetera Investment Advisers |
| 0.02% | 0.01% | #64 | $17.8M | 362,698 | $13.8M | 308,853 | +53,845+17.43% | Add |
| FMR LLC |
| <0.01% | <0.01% | #119 | $15.2M | 309,695 | $14.5M | 324,189 | -14,494-4.47% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #97 | $14.8M | 301,675 | $7.6M | 170,964 | +130,711+76.46% | Add |
| Allworth Financial LP |
| 0.06% | 0.05% | #42 | $14.4M | 294,417 | $13.2M | 295,775 | -1,358-0.46% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #100 | $12.9M | 263,939 | $12.0M | 269,962 | -6,023-2.23% | Reduce |
| Focus Partners Wealth |
| 0.01% | 0.01% | #72 | $11.6M | 236,346 | $10.7M | 238,757 | -2,411-1.01% | Reduce |
| United Advisor Group, LLC |
| 1.04% | 1.1% | #9 | $9.8M | 200,703 | $8.9M | 199,566 | +1,137+0.57% | Add |
| Frontier Asset Management, LLC |
| 1.74% | 1.86% | #3 | $9.7M | 198,048 | $8.9M | 199,021 | -973-0.49% | Reduce |
| Grant Street Asset Management, Inc. |
| 0.99% | 0.97% | #10 | $6.0M | 122,735 | $5.0M | 112,912 | +9,823+8.70% | Add |
| CENTAURUS FINANCIAL, INC. |
| 0.22% | 0.23% | #21 | $5.7M | 116,664 | $4.9M | 109,448 | +7,216+6.59% | Add |
| MBL Wealth, LLC |
| 0.37% | 0.47% | #16 | $5.5M | 112,033 | $6.3M | 140,277 | -28,244-20.13% | Reduce |
| Asset One Wealth Management LLC |
| 0.55% | 0.53% | #12 | $5.2M | 105,775 | $5.0M | 106,364 | -589-0.55% | Reduce |
| TPG Advisors LLC |
| 2.42% | 2.46% | #2 | $4.4M | 89,791 | $3.9M | 88,498 | +1,293+1.46% | Add |
| Sandy Cove Advisors, LLC |
| 1.07% | 0.26% | #8 | $4.3M | 87,200 | $866,432 | 19,414 | +67,786+349.16% | Add |
| MB, LEVIS & ASSOCIATES, LLC |
| 1.07% | 0.95% | #6 | $2.9M | 59,470 | $2.3M | 50,969 | +8,501+16.68% | Add |
| Nautilus Advisors LLC |
| 1.69% | 1.76% | #4 | $2.9M | 58,203 | $2.6M | 57,480 | +723+1.26% | Add |
| AXXCESS WEALTH MANAGEMENT, LLC |
| 0.04% | 0.08% | #48 | $2.7M | 56,075 | $2.6M | 59,115 | -3,040-5.14% | Reduce |
| Capital Investment Advisory Services, LLC |
| 0.16% | 0.16% | #26 | $2.6M | 52,052 | $2.2M | 48,718 | +3,334+6.84% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #121 | $2.2M | 45,313 | $1.4M | 30,415 | +14,898+48.98% | Add |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #93 | $2.2M | 44,174 | $1.7M | 38,460 | +5,714+14.86% | Add |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #85 | $2.1M | 43,621 | $1.9M | 43,631 | -10-0.02% | Reduce |
| Lighthouse Wealth Management Inc. |
| 1.31% | 1.15% | #5 | $2.1M | 43,043 | $1.7M | 37,761 | +5,282+13.99% | Add |
| Beaumont Financial Advisors, LLC |
| 0.13% | 0.14% | #30 | $2.0M | 41,792 | $2.0M | 44,153 | -2,361-5.35% | Reduce |
| Apella Capital, LLC |
| 0.03% | 0.03% | #57 | $1.9M | 39,171 | $1.9M | 40,127 | -956-2.38% | Reduce |
| Pinnacle Financial Partners, Inc. |
| 0.01% | 0.01% | #71 | $1.8M | 37,329 | $1.7M | 37,239 | +90+0.24% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #108 | $1.7M | 35,278 | $1.4M | 31,499 | +3,779+12.00% | Add |
| Continuum Advisory, LLC |
| 0.14% | 0.22% | #29 | $1.7M | 34,499 | $2.3M | 52,035 | -17,536-33.70% | Reduce |
| HARBOUR INVESTMENTS, INC. |
| 0.02% | 0.02% | #59 | $1.7M | 33,667 | $1.4M | 32,383 | +1,284+3.97% | Add |
| &PARTNERS |
| 0.01% | 0.01% | #88 | $1.5M | 31,165 | $1.2M | 27,831 | +3,334+11.98% | Add |
| Formidable Asset Management, LLC |
| 0.23% | 0.23% | #19 | $1.4M | 32,312 | $1.5M | 33,526 | -1,214-3.62% | Reduce |
| Bill Few Associates, Inc. |
| 0.3% | 0.3% | #18 | $1.4M | 28,493 | $1.3M | 28,113 | +380+1.35% | Add |
| Capital Advisors, Ltd. LLC |
| 0.14% | 0.14% | #28 | $1.4M | 28,041 | $1.3M | 28,041 | 00.00% | Unchanged |
| Selby Wealth Management, LLC |
| 0.49% | 0.45% | #13 | $1.4M | 27,921 | $1.2M | 25,845 | +2,076+8.03% | Add |
| NavPoint Financial, Inc. |
| 0.47% | 0.46% | #15 | $1.3M | 25,722 | $1.1M | 25,342 | +380+1.50% | Add |
| THOROUGHBRED FINANCIAL SERVICES, LLC |
| 0.05% | 0.08% | #46 | $1.2M | 25,475 | $1.2M | 27,988 | -2,513-8.98% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #110 | $1.2M | 23,487 | $2.5M | 54,924 | -31,437-57.24% | Reduce |
| STUDIO INVESTMENT MANAGEMENT LLC |
| 0.19% | 0.19% | #23 | $1.1M | 23,210 | $1.1M | 23,880 | -670-2.81% | Reduce |
| Nvest Wealth Strategies, Inc. |
| 0.69% | 0.37% | #11 | $1.1M | 22,591 | $526,724 | 11,802 | +10,789+91.42% | Add |
| Mariner, LLC |
| <0.01% | 0.01% | #111 | $1.1M | 21,926 | $5.8M | 129,767 | -107,841-83.10% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | 0.01% | #107 | $1.0M | 21,109 | $2.8M | 61,673 | -40,564-65.77% | Reduce |
| Fortis Group Advisors, LLC |
| 0.16% | 0.16% | #25 | $1.0M | 20,818 | $959,803 | 20,309 | +509+2.51% | Add |
