| LPL Financial LLC |
| 0.07% | 0.07% | #56 | $289.9M | 4.5M | $251.6M | 4.4M | +112,813+2.59% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.04% | 0.03% | #68 | $159.6M | 2.5M | $129.4M | 2.2M | +220,625+9.85% | Add |
| Envestnet Portfolio Solutions, Inc. |
| 0.76% | 0.72% | #17 | $158.0M | 2.4M | $129.6M | 2.2M | +191,092+8.51% | Add |
| PARK AVENUE SECURITIES LLC |
| 0.2% | 0.23% | #30 | $32.1M | 495,551 | $29.0M | 503,048 | -7,497-1.49% | Reduce |
| Cerity Partners LLC |
| 0.03% | 0.03% | #70 | $27.5M | 424,675 | $22.5M | 389,682 | +34,993+8.98% | Add |
| Private Advisor Group, LLC |
| 0.09% | 0.02% | #47 | $20.0M | 307,758 | $5.2M | 89,691 | +218,067+243.13% | Add |
| NewEdge Advisors, LLC |
| 0.06% | 0.06% | #59 | $19.9M | 307,442 | $16.6M | 287,644 | +19,798+6.88% | Add |
| LANDMARK WEALTH MANAGEMENT, INC. |
| 6.48% | 6.32% | #3 | $19.6M | 301,775 | $16.8M | 290,312 | +11,463+3.95% | Add |
| Signal Advisors Wealth, LLC |
| 0.84% | 0.89% | #16 | $16.6M | 255,949 | $13.0M | 224,307 | +31,642+14.11% | Add |
| Hibernia Wealth Partners, LLC |
| 7.74% | 7.08% | #1 | $14.3M | 220,453 | $23.9M | 414,574 | -194,121-46.82% | Reduce |
| Aspire Private Capital, LLC |
| 2.77% | 2.84% | #7 | $13.4M | 206,850 | $12.6M | 218,027 | -11,177-5.13% | Reduce |
| HARBOUR INVESTMENTS, INC. |
| 0.18% | 0.16% | #33 | $13.3M | 205,136 | $10.4M | 180,197 | +24,939+13.84% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #87 | $12.2M | 188,498 | $10.5M | 181,016 | +7,482+4.13% | Add |
| AE Wealth Management LLC |
| 0.05% | 0.05% | #61 | $11.4M | 175,384 | $9.1M | 157,366 | +18,018+11.45% | Add |
| PRINCIPAL SECURITIES, INC. |
| 0.13% | 0.06% | #41 | $10.6M | 163,583 | $4.3M | 74,030 | +89,553+120.97% | Add |
| HighTower Advisors, LLC |
| 0.01% | 0.01% | #92 | $10.0M | 153,981 | $8.4M | 144,716 | +9,265+6.40% | Add |
| Raleigh Capital Management Inc. |
| 3.09% | 2.99% | #6 | $9.7M | 149,438 | $8.7M | 150,213 | -775-0.52% | Reduce |
| MML INVESTORS SERVICES, LLC |
| 0.02% | 0.02% | #81 | $9.5M | 147,226 | $5.6M | 97,207 | +50,019+51.46% | Add |
| Summit Financial, LLC |
| 0.08% | 0.08% | #50 | $7.2M | 110,956 | $5.9M | 102,210 | +8,746+8.56% | Add |
| SMART Wealth LLC |
| 1.53% | — | #11 | $7.1M | 109,367 | $0 | 0 | +109,367 | New Buy |
| Sanctuary Advisors, LLC |
| 0.02% | 0.03% | #74 | $5.4M | 82,556 | $5.4M | 94,324 | -11,768-12.48% | Reduce |
| CreativeOne Wealth, LLC |
| 0.11% | 0.2% | #43 | $5.2M | 79,868 | $8.5M | 146,750 | -66,882-45.58% | Reduce |
| Legacy Wealth Partners, LLC |
| 1.16% | 1.07% | #13 | $5.1M | 79,150 | $4.3M | 73,754 | +5,396+7.32% | Add |
| Midwest Financial Network, LLC |
| 3.34% | 2.9% | #5 | $4.9M | 75,343 | $3.6M | 63,200 | +12,143+19.21% | Add |
| Global Financial Private Client, LLC |
| 1.28% | 1.26% | #12 | $4.7M | 72,815 | $3.8M | 66,535 | +6,280+9.44% | Add |
| International Private Wealth Advisors LLC |
| 2.29% | 2.47% | #8 | $4.4M | 68,536 | $4.0M | 70,046 | -1,510-2.16% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #116 | $3.9M | 60,138 | $3.4M | 59,733 | +405+0.68% | Add |
| AXXCESS WEALTH MANAGEMENT, LLC |
| 0.06% | 0.13% | #58 | $3.9M | 59,957 | $4.1M | 71,842 | -11,885-16.54% | Reduce |
| NOVUS ADVISORS, LLC |
| 7.66% | 7.48% | #2 | $3.7M | 56,666 | $3.3M | 57,900 | -1,234-2.13% | Reduce |
| GeoWealth Management, LLC |
| 0.11% | 0.12% | #44 | $3.5M | 54,395 | $3.2M | 55,659 | -1,264-2.27% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #129 | $3.3M | 50,469 | $3.0M | 49,529 | +940+1.90% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #126 | $3.1M | 48,084 | $207,113 | 3,587 | +44,497+1,240.51% | Add |
| LOCKERMAN FINANCIAL GROUP, INC. |
| 4.37% | 4.14% | #4 | $2.9M | 44,093 | $2.3M | 39,841 | +4,252+10.67% | Add |
| Founders Financial Alliance, LLC |
| 0.33% | — | #21 | $2.5M | 38,325 | $0 | 0 | +38,325 | New Buy |
| Worth Financial Advisory Group, LLC |
| 0.97% | — | #15 | $2.3M | 36,048 | $0 | 0 | +36,048 | New Buy |
| Outlook Wealth Advisors, LLC |
| 0.49% | 0.51% | #19 | $2.3M | 35,414 | $2.1M | 37,126 | -1,712-4.61% | Reduce |
| Sharkey, Howes & Javer |
| 0.27% | 0.57% | #28 | $2.3M | 34,790 | $4.3M | 73,749 | -38,959-52.83% | Reduce |
| WealthPoint Financial, LLC |
| 1.55% | 1.42% | #10 | $2.1M | 32,875 | $1.7M | 29,357 | +3,518+11.98% | Add |
| October Effect Ltd |
| 1.89% | 1.76% | #9 | $2.0M | 30,976 | $1.5M | 26,466 | +4,510+17.04% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #105 | $1.8M | 28,459 | $1.7M | 28,799 | -340-1.18% | Reduce |
| Aegis Wealth Management, Inc. |
| 1.15% | 0.78% | #14 | $1.8M | 27,414 | $998,821 | 17,299 | +10,115+58.47% | Add |
| Apella Capital, LLC |
| 0.02% | 0.02% | #76 | $1.7M | 26,040 | $1.7M | 27,034 | -994-3.68% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #111 | $1.5M | 23,574 | $1.5M | 26,780 | -3,206-11.97% | Reduce |
| Kestra Advisory Services, LLC |
| <0.01% | 0.02% | #103 | $1.4M | 21,816 | $4.9M | 84,859 | -63,043-74.29% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #118 | $1.4M | 21,720 | $1.6M | 27,329 | -5,609-20.52% | Reduce |
| World Investment Advisors |
| 0.02% | 0.02% | #77 | $1.4M | 21,228 | $1.3M | 21,789 | -561-2.57% | Reduce |
| Spectrum Planning & Advisory Services Inc. |
| 0.59% | 0.45% | #18 | $1.3M | 20,263 | $902,104 | 15,624 | +4,639+29.69% | Add |
| Balboa Wealth Partners |
| 0.17% | 0.28% | #35 | $1.3M | 19,273 | $1.7M | 29,185 | -9,912-33.96% | Reduce |
| Gladstone Institutional Advisory LLC |
| 0.04% | 0.04% | #67 | $1.2M | 18,957 | $1.1M | 18,860 | +97+0.51% | Add |
| ABSOLUTE CAPITAL MANAGEMENT, LLC |
| 0.29% | 0.34% | #24 | $1.2M | 18,002 | $1.0M | 17,793 | +209+1.17% | Add |
