| Wealthfront Advisers LLC |
| 0.82% | 0.91% | #7 | $428.5M | 17.5M | $415.6M | 17.4M | +72,318+0.42% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| 0.11% | 0.1% | #29 | $85.3M | 3.5M | $70.2M | 2.9M | +539,048+18.34% | Add |
| Gerber Kawasaki Wealth & Investment Management |
| 1.37% | 1.45% | #3 | $51.3M | 2.1M | $45.7M | 1.9M | +180,046+9.41% | Add |
| Composition Wealth, LLC |
| 0.36% | 0.41% | #14 | $30.5M | 1.2M | $29.6M | 1.2M | +5,701+0.46% | Add |
| SYON CAPITAL LLC |
| 1.32% | 1.45% | #4 | $30.2M | 1.2M | $28.8M | 1.2M | +26,637+2.21% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #87 | $29.8M | 1.2M | $25.1M | 1.1M | +162,383+15.42% | Add |
| GUGGENHEIM CAPITAL LLC |
| 0.16% | 0.16% | #23 | $25.2M | 1.0M | $20.5M | 856,961 | +170,685+19.92% | Add |
| EP Wealth Advisors, LLC |
| 0.07% | 0.09% | #37 | $19.3M | 788,637 | $17.9M | 751,558 | +37,079+4.93% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #80 | $16.7M | 682,964 | $15.1M | 633,869 | +49,095+7.75% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #102 | $15.3M | 625,770 | $13.3M | 556,727 | +69,043+12.40% | Add |
| FIRST FOUNDATION ADVISORS |
| 0.33% | 0.36% | #15 | $9.3M | 379,879 | $9.1M | 379,319 | +560+0.15% | Add |
| Shared Vision Wealth Group LLC |
| 2.62% | 0.34% | #1 | $7.6M | 310,889 | $842,826 | 35,309 | +275,580+780.48% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #108 | $7.3M | 297,671 | $5.2M | 219,513 | +78,158+35.61% | Add |
| Pure Financial Advisors, LLC |
| 0.09% | 0.09% | #33 | $7.0M | 284,900 | $6.5M | 271,638 | +13,262+4.88% | Add |
| Robertson Stephens Wealth Management, LLC |
| 0.14% | 0.13% | #25 | $5.8M | 238,198 | $4.7M | 198,865 | +39,333+19.78% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #104 | $4.5M | 183,517 | $5.6M | 234,391 | -50,874-21.70% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.02% | 0.02% | #55 | $4.3M | 175,464 | $2.4M | 99,781 | +75,683+75.85% | Add |
| FIRST AMERICAN TRUST, FSB |
| 0.25% | 0.28% | #18 | $4.2M | 169,374 | $4.2M | 177,081 | -7,707-4.35% | Reduce |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #81 | $3.6M | 145,793 | $3.0M | 123,870 | +21,923+17.70% | Add |
| Chatterton & Associates Inc. |
| 2.08% | 2.25% | #2 | $3.5M | 144,898 | $3.2M | 132,412 | +12,486+9.43% | Add |
| Elmwood Wealth Management, Inc. |
| 0.86% | 0.94% | #5 | $3.5M | 141,077 | $3.4M | 141,912 | -835-0.59% | Reduce |
| KEYBANK NATIONAL ASSOCIATION/OH |
| 0.01% | 0.01% | #67 | $3.3M | 133,243 | $2.9M | 122,985 | +10,258+8.34% | Add |
| Affinity Capital Advisors, LLC |
| 0.37% | 0.14% | #12 | $3.0M | 123,281 | $994,615 | 41,668 | +81,613+195.86% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #93 | $3.0M | 123,367 | $2.9M | 120,130 | +3,237+2.69% | Add |
| FMR LLC |
| <0.01% | <0.01% | #121 | $2.7M | 110,870 | $2.2M | 92,762 | +18,108+19.52% | Add |
| Farther Finance Advisors, LLC |
| 0.02% | 0.02% | #57 | $2.5M | 100,617 | $1.9M | 78,602 | +22,015+28.01% | Add |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC |
| 0.19% | 0.18% | #20 | $2.2M | 89,454 | $1.9M | 77,924 | +11,530+14.80% | Add |
| SimpliFi, Inc. |
| 0.83% | 0.86% | #6 | $2.1M | 85,725 | $2.1M | 86,140 | -415-0.48% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #115 | $2.0M | 83,031 | $2.0M | 82,761 | +270+0.33% | Add |
| Navigation Group, LLC |
| 0.37% | 0.43% | #13 | $1.9M | 77,030 | $1.8M | 77,030 | 00.00% | Unchanged |
| SteelPeak Wealth, LLC |
| 0.05% | 0.06% | #45 | $1.8M | 74,450 | $2.0M | 85,605 | -11,155-13.03% | Reduce |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #119 | $1.8M | 72,803 | $2.1M | 86,711 | -13,908-16.04% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #107 | $1.8M | 71,630 | $1.7M | 69,887 | +1,743+2.49% | Add |
| McNaughton Wealth Management, LLC |
| 0.55% | 0.69% | #9 | $1.6M | 63,304 | $1.7M | 69,870 | -6,566-9.40% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #86 | $1.5M | 63,111 | $1.4M | 59,817 | +3,294+5.51% | Add |
| Tower Research Capital LLC (TRC) |
| 0.04% | — | #47 | $1.5M | 61,770 | $0 | 0 | +61,770 | New Buy |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #111 | $1.5M | 60,941 | $1.5M | 64,712 | -3,771-5.83% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | — | #118 | $1.4M | 58,069 | $0 | 0 | +58,069 | New Buy |
| Elequin Capital, LP |
| 0.04% | — | #48 | $1.2M | 50,028 | $0 | 0 | +50,028 | New Buy |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| 0.02% | — | #62 | $1.2M | 48,510 | $0 | 0 | +48,510 | New Buy |
| Private Advisor Group, LLC |
| 0.01% | — | #76 | $1.2M | 47,308 | $0 | 0 | +47,308 | New Buy |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #114 | $1.1M | 46,329 | $842,929 | 35,313 | +11,016+31.20% | Add |
| Compound Planning, Inc. |
| 0.03% | 0.05% | #50 | $1.1M | 45,611 | $1.7M | 69,690 | -24,079-34.55% | Reduce |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #98 | $1.1M | 45,549 | $891,201 | 37,336 | +8,213+22.00% | Add |
| FOCUS Wealth Advisors, LLC |
| 0.49% | 0.51% | #10 | $1.1M | 43,481 | $1.0M | 43,383 | +98+0.23% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #84 | $1.0M | 40,960 | $1.0M | 42,697 | -1,737-4.07% | Reduce |
| Cerity Partners LLC |
| <0.01% | <0.01% | #94 | $987,214 | 40,278 | $480,718 | 20,139 | +20,139+100.00% | Add |
| Global Retirement Partners, LLC |
| 0.01% | — | #64 | $966,233 | 39,422 | $0 | 0 | +39,422 | New Buy |
| Prospera Financial Services Inc |
| 0.01% | 0.01% | #66 | $948,328 | 38,693 | $898,818 | 37,656 | +1,037+2.75% | Add |
| OneDigital Investment Advisors LLC |
| 0.01% | 0.01% | #72 | $946,723 | 38,626 | $753,600 | 31,571 | +7,055+22.35% | Add |
