| Financial Engines Advisors L.L.C. |
| 3.58% | 3.51% | #4 | $2.02B | 28.2M | $1.73B | 29.6M | -1.4M-4.66% | Reduce |
| Betterment LLC |
| 0.18% | 0.16% | #19 | $107.3M | 1.5M | $86.9M | 1.5M | +14,856+1.00% | Add |
| MIDLAND WEALTH ADVISORS, LLC |
| 3.82% | 3.37% | #3 | $81.2M | 1.1M | $65.3M | 1.1M | +19,099+1.71% | Add |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE |
| 6.34% | 2.96% | #2 | $35.3M | 458,174 | $9.7M | 165,825 | +292,349+176.30% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #110 | $18.2M | 255,165 | $19.2M | 308,143 | -52,978-17.19% | Reduce |
| Baird Financial Group, Inc. |
| 0.02% | 0.02% | #42 | $16.5M | 230,181 | $13.3M | 228,080 | +2,101+0.92% | Add |
| Mariner, LLC |
| 0.01% | 0.01% | #54 | $10.7M | 149,679 | $8.9M | 152,233 | -2,554-1.68% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #96 | $10.2M | 143,100 | $8.3M | 142,498 | +602+0.42% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #79 | $8.8M | 123,309 | $5.8M | 99,018 | +24,291+24.53% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | 0.02% | #50 | $7.3M | 107,235 | $7.0M | 117,398 | -10,163-8.66% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #129 | $7.1M | 99,132 | $5.4M | 92,875 | +6,257+6.74% | Add |
| Financial Guidance Group, Inc. |
| 2.63% | 2.36% | #5 | $7.0M | 98,434 | $5.9M | 100,466 | -2,032-2.02% | Reduce |
| Aptus Capital Advisors, LLC |
| 0.05% | 0.05% | #33 | $7.0M | 98,434 | $5.9M | 100,466 | -2,032-2.02% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #101 | $5.8M | 81,730 | $7.8M | 134,080 | -52,350-39.04% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #128 | $5.3M | 74,785 | $3.9M | 67,030 | +7,755+11.57% | Add |
| Private Advisory Group LLC |
| 0.28% | 0.22% | #15 | $5.1M | 71,597 | $3.3M | 56,670 | +14,927+26.34% | Add |
| MGO ONE SEVEN LLC |
| 0.08% | 0.08% | #28 | $5.0M | 70,233 | $4.1M | 70,227 | +6+0.01% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #65 | $4.5M | 62,280 | $3.7M | 64,026 | -1,746-2.73% | Reduce |
| Towerpoint Wealth, LLC |
| 1.29% | 1.92% | #6 | $3.7M | 52,248 | $4.8M | 81,431 | -29,183-35.84% | Reduce |
| Financial Enhancement Group LLC |
| 0.44% | 0.4% | #13 | $3.7M | 51,671 | $3.3M | 49,527 | +2,144+4.33% | Add |
| Wealthcare Advisory Partners LLC |
| 0.06% | 0.05% | #30 | $3.3M | 46,566 | $2.8M | 47,487 | -921-1.94% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #132 | $3.3M | 46,412 | $2.9M | 49,520 | -3,108-6.28% | Reduce |
| KINTRA WEALTH, LLC |
| 0.17% | 0.22% | #21 | $3.2M | 45,443 | $3.1M | 53,277 | -7,834-14.70% | Reduce |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #127 | $3.2M | 44,094 | $2.1M | 36,673 | +7,421+20.24% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #125 | $2.6M | 36,177 | $2.2M | 36,842 | -665-1.81% | Reduce |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #80 | $2.4M | 33,325 | $1.8M | 31,305 | +2,020+6.45% | Add |
| Geneos Wealth Management Inc. |
| 0.05% | 0.04% | #34 | $2.4M | 32,956 | $1.9M | 32,448 | +508+1.57% | Add |
| PENOBSCOT WEALTH MANAGEMENT |
| 0.61% | 0.54% | #9 | $2.3M | 31,861 | $1.8M | 31,248 | +613+1.96% | Add |
| Austin Wealth Management, LLC |
| 0.47% | 0.45% | #11 | $2.2M | 33,787 | $2.0M | 32,891 | +896+2.72% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #86 | $2.1M | 29,794 | $1.6M | 27,086 | +2,708+10.00% | Add |
| Lunt Capital Management, Inc. |
| 0.77% | 0.68% | #8 | $2.1M | 29,437 | $1.8M | 30,383 | -946-3.11% | Reduce |
| WealthCare Investment Partners, LLC |
| 0.45% | 0.42% | #12 | $1.9M | 26,168 | $1.5M | 24,908 | +1,260+5.06% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #139 | $1.8M | 24,886 | $1.9M | 33,144 | -8,258-24.92% | Reduce |
| Advantage Trust Co |
| 0.6% | 0.63% | #10 | $1.7M | 23,955 | $1.4M | 23,955 | 00.00% | Unchanged |
| Orion Porfolio Solutions, LLC |
| 0.01% | 0.01% | #49 | $1.7M | 23,650 | $1.4M | 24,627 | -977-3.97% | Reduce |
| Strategic Advocates LLC |
| 6.53% | 6.17% | #1 | $1.7M | 23,585 | $1.4M | 23,848 | -263-1.10% | Reduce |
| Savvy Advisors, Inc. |
| 0.03% | 0.03% | #39 | $1.6M | 22,393 | $1.3M | 22,365 | +28+0.13% | Add |
| Cerity Partners LLC |
| <0.01% | <0.01% | #89 | $1.6M | 21,931 | $1.3M | 21,823 | +108+0.49% | Add |
| Focus Partners Wealth |
| <0.01% | <0.01% | #95 | $1.5M | 21,105 | $1.0M | 17,760 | +3,345+18.83% | Add |
| Vise Technologies, Inc. |
| 0.02% | — | #45 | $1.5M | 20,995 | $0 | 0 | +20,995 | New Buy |
| Comprehensive Money Management Services LLC |
| 0.9% | 0.79% | #7 | $1.4M | 20,049 | $1.2M | 20,600 | -551-2.67% | Reduce |
| RFG Advisory, LLC |
| 0.02% | 0.02% | #43 | $1.4M | 19,923 | $1.3M | 21,947 | -2,024-9.22% | Reduce |
| Hughes Financial Services, LLC |
| 0.17% | 0.18% | #20 | $1.3M | 18,329 | $1.2M | 20,513 | -2,184-10.65% | Reduce |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #106 | $1.3M | 18,094 | $740,503 | 12,663 | +5,431+42.89% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #77 | $1.3M | 17,573 | $1.1M | 17,977 | -404-2.25% | Reduce |
| Prime Capital Investment Advisors, LLC |
| 0.01% | 0.01% | #51 | $1.2M | 17,100 | $838,021 | 14,331 | +2,769+19.32% | Add |
| One Capital Management, LLC |
| 0.03% | 0.03% | #38 | $1.2M | 20,725 | $1.2M | 20,725 | 00.00% | Unchanged |
| HRT FINANCIAL LP |
| <0.01% | <0.01% | #88 | $1.0M | 14,585 | $489,000 | 8,378 | +6,207+74.09% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #103 | $1.0M | 14,519 | $787,107 | 13,458 | +1,061+7.88% | Add |
| FMR LLC |
| <0.01% | <0.01% | #149 | $970,410 | 13,572 | $631,788 | 10,804 | +2,768+25.62% | Add |
