| BANK OF AMERICA CORP /DE/ |
| 0.03% | 0.04% | #51 | $521.3M | 24.1M | $493.6M | 23.6M | +464,755+1.97% | Add |
| UBS Group AG |
| 0.01% | 0.02% | #64 | $116.7M | 5.4M | $110.3M | 5.3M | +110,245+2.09% | Add |
| Annex Advisory Services, LLC |
| 1.56% | 1.57% | #1 | $91.2M | 4.2M | $83.7M | 4.0M | +211,608+5.29% | Add |
| Invesco Ltd. |
| 0.01% | 0.02% | #83 | $70.9M | 3.3M | $103.6M | 5.0M | -1.7M-33.99% | Reduce |
| WELLS FARGO & COMPANY/MN |
| 0.01% | 0.01% | #78 | $42.5M | 2.0M | $41.7M | 2.0M | -34,342-1.72% | Reduce |
| SYON CAPITAL LLC |
| 1.25% | 1.41% | #2 | $28.8M | 1.3M | $28.1M | 1.3M | -11,793-0.88% | Reduce |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
| <0.01% | <0.01% | #94 | $20.7M | 955,964 | $22.9M | 1.1M | -140,244-12.79% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #103 | $12.9M | 597,579 | $11.4M | 547,382 | +50,197+9.17% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #147 | $9.5M | 438,760 | $13.6M | 629,830 | -191,070-30.34% | Reduce |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #76 | $8.4M | 385,764 | $8.2M | 394,670 | -8,906-2.26% | Reduce |
| Vontobel Holding Ltd. |
| 0.03% | 0.03% | #58 | $8.0M | 368,462 | $7.7M | 368,573 | -111-0.03% | Reduce |
| Man Group plc |
| 0.01% | 0.01% | #67 | $7.9M | 363,201 | $6.2M | 296,929 | +66,272+22.32% | Add |
| Advisors Preferred, LLC |
| 1.19% | 1.57% | #3 | $7.7M | 355,232 | $10.7M | 511,065 | -155,833-30.49% | Reduce |
| Mirae Asset Global Investments Co., Ltd. |
| 0.01% | — | #68 | $7.7M | 355,000 | $0 | 0 | +355,000 | New Buy |
| Waverly Advisors, LLC |
| 0.04% | 0.05% | #47 | $7.3M | 338,938 | $7.0M | 336,376 | +2,562+0.76% | Add |
| BlackRock, Inc. |
| <0.01% | <0.01% | #166 | $7.3M | 337,324 | $7.3M | 351,115 | -13,791-3.93% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #121 | $5.9M | 272,727 | $10.2M | 486,349 | -213,622-43.92% | Reduce |
| &PARTNERS |
| 0.02% | 0.01% | #59 | $5.9M | 271,326 | $2.3M | 108,951 | +162,375+149.03% | Add |
| EVERGREEN CAPITAL MANAGEMENT LLC |
| 0.1% | 0.12% | #25 | $5.8M | 266,677 | $5.7M | 271,615 | -4,938-1.82% | Reduce |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #129 | $5.5M | 256,133 | $5.2M | 247,293 | +8,840+3.57% | Add |
| Towercrest Capital Management |
| 0.64% | 0.76% | #8 | $4.6M | 211,860 | $4.9M | 232,208 | -20,348-8.76% | Reduce |
| Wealthfront Advisers LLC |
| 0.01% | 0.01% | #74 | $4.3M | 199,509 | $4.3M | 203,385 | -3,876-1.91% | Reduce |
| Alliance Wealth Management Group |
| 0.84% | 1.01% | #5 | $4.3M | 198,661 | $4.6M | 221,723 | -23,062-10.40% | Reduce |
| SigFig Wealth Management, LLC |
| 0.11% | 0.11% | #24 | $4.1M | 190,633 | $3.8M | 184,022 | +6,611+3.59% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | 0.01% | #81 | $3.8M | 176,774 | $4.2M | 198,206 | -21,432-10.81% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #157 | $3.7M | 168,759 | $3.3M | 160,098 | +8,661+5.41% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #136 | $3.4M | 158,385 | $2.9M | 140,682 | +17,703+12.58% | Add |
| Bank of New York Mellon Corp |
| <0.01% | <0.01% | #146 | $3.2M | 146,286 | $3.1M | 147,489 | -1,203-0.82% | Reduce |
| MONECO ADVISORS, LLC |
| 0.17% | 0.22% | #19 | $2.8M | 129,755 | $2.9M | 136,404 | -6,649-4.87% | Reduce |
| Cerity Partners LLC |
| <0.01% | <0.01% | #100 | $2.7M | 124,016 | $1.4M | 66,642 | +57,374+86.09% | Add |
| NATIONAL BANK OF CANADA /FI/ |
| <0.01% | <0.01% | #110 | $2.7M | 125,111 | $2.3M | 109,471 | +15,640+14.29% | Add |
| Betterment LLC |
| <0.01% | <0.01% | #88 | $2.7M | 124,234 | $1.9M | 91,910 | +32,324+35.17% | Add |
| RFG Advisory, LLC |
| 0.04% | 0.05% | #49 | $2.6M | 121,883 | $2.6M | 122,268 | -385-0.31% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #154 | $2.3M | 107,262 | $2.2M | 105,560 | +1,702+1.61% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #116 | $2.1M | 99,144 | $1.9M | 89,243 | +9,901+11.09% | Add |
| Sharper & Granite LLC |
| 0.64% | 0.68% | #9 | $2.1M | 95,050 | $2.0M | 95,160 | -110-0.12% | Reduce |
| Synergy Asset Management, LLC |
| 0.19% | — | #17 | $2.0M | 91,316 | $0 | 0 | +91,316 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #112 | $1.9M | 88,914 | $2.3M | 110,331 | -21,417-19.41% | Reduce |
| Ausdal Financial Partners, Inc. |
| 0.07% | 0.08% | #35 | $1.9M | 88,187 | $1.8M | 84,976 | +3,211+3.78% | Add |
| World Investment Advisors |
| 0.03% | 0.03% | #54 | $1.9M | 89,707 | $1.9M | 89,958 | -251-0.28% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #140 | $1.9M | 85,874 | $1.4M | 68,045 | +17,829+26.20% | Add |
| Sound Income Strategies, LLC |
| 0.08% | 0.07% | #31 | $1.9M | 85,647 | $1.4M | 68,711 | +16,936+24.65% | Add |
| Omega Financial Group, LLC |
| 0.56% | 0.58% | #10 | $1.9M | 85,508 | $1.8M | 85,411 | +97+0.11% | Add |
| Janney Montgomery Scott LLC |
| <0.01% | 0.01% | #96 | $1.8M | 83,683 | $2.4M | 116,108 | -32,425-27.93% | Reduce |
| SIMON QUICK ADVISORS, LLC |
| 0.07% | 0.08% | #36 | $1.7M | 79,705 | $1.7M | 80,398 | -693-0.86% | Reduce |
| Endowment Wealth Management, Inc. |
| 0.65% | 0.7% | #7 | $1.7M | 77,525 | $1.6M | 75,810 | +1,715+2.26% | Add |
| Probity Advisors, Inc. |
| 0.24% | 0.26% | #13 | $1.6M | 75,913 | $1.6M | 78,159 | -2,246-2.87% | Reduce |
| FIFTH THIRD BANCORP |
| <0.01% | <0.01% | #111 | $1.4M | 64,994 | $1.5M | 71,621 | -6,627-9.25% | Reduce |
| RiverTree Advisors, LLC |
| 0.79% | 0.91% | #6 | $1.3M | 61,766 | $1.4M | 68,855 | -7,089-10.30% | Reduce |
| Concurrent Investment Advisors, LLC |
| 0.01% | 0.01% | #69 | $1.3M | 61,344 | $1.2M | 59,565 | +1,779+2.99% | Add |
