| ENVESTNET ASSET MANAGEMENT INC |
| 0.03% | 0.03% | #35 | $107.2M | 3.1M | $96.6M | 3.0M | +18,051+0.59% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #88 | $51.1M | 1.5M | $47.4M | 1.5M | -67,417-4.43% | Reduce |
| LPL Financial LLC |
| 0.01% | 0.01% | #64 | $29.9M | 851,858 | $24.6M | 773,213 | +78,645+10.17% | Add |
| Envestnet Portfolio Solutions, Inc. |
| 0.1% | 0.1% | #16 | $20.7M | 588,537 | $18.5M | 580,773 | +7,764+1.34% | Add |
| PARK AVENUE SECURITIES LLC |
| 0.06% | 0.07% | #23 | $10.2M | 290,840 | $9.4M | 295,814 | -4,974-1.68% | Reduce |
| Lido Advisors, LLC |
| 0.03% | 0.02% | #34 | $9.4M | 268,168 | $7.3M | 230,836 | +37,332+16.17% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #66 | $7.0M | 200,317 | $6.2M | 194,564 | +5,753+2.96% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #44 | $5.6M | 160,239 | $4.3M | 133,908 | +26,331+19.66% | Add |
| eCIO, Inc. |
| 1.34% | — | #2 | $4.8M | 135,346 | $0 | 0 | +135,346 | New Buy |
| Janney Montgomery Scott LLC |
| 0.01% | 0.01% | #65 | $3.3M | 94,809 | $2.9M | 89,684 | +5,125+5.71% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #83 | $2.8M | 80,304 | $3.5M | 109,330 | -29,026-26.55% | Reduce |
| ASSETMARK, INC |
| <0.01% | <0.01% | #75 | $2.6M | 75,086 | $2.4M | 75,093 | -7-0.01% | Reduce |
| Archer Investment Management, LLC |
| 0.88% | 0.57% | #3 | $2.6M | 73,379 | $1.3M | 42,384 | +30,995+73.13% | Add |
| GeoWealth Management, LLC |
| 0.08% | 0.06% | #19 | $2.5M | 70,384 | $1.7M | 52,890 | +17,494+33.08% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #109 | $2.4M | 69,669 | $2.2M | 68,429 | +1,240+1.81% | Add |
| Creative Planning |
| <0.01% | <0.01% | #96 | $2.4M | 68,107 | $2.2M | 67,881 | +226+0.33% | Add |
| SageView Advisory Group, LLC |
| 0.08% | — | #18 | $2.4M | 67,752 | $0 | 0 | +67,752 | New Buy |
| Avise Financial Cooperative, Inc. |
| 1.56% | 1.76% | #1 | $2.2M | 62,462 | $2.1M | 66,912 | -4,450-6.65% | Reduce |
| Perigon Wealth Management, LLC |
| 0.03% | 0.02% | #32 | $1.8M | 51,686 | $1.5M | 45,988 | +5,698+12.39% | Add |
| One Wealth Advisors, LLC |
| 0.19% | 0.18% | #7 | $1.7M | 48,656 | $1.5M | 45,575 | +3,081+6.76% | Add |
| Affiance Financial, LLC |
| 0.21% | 0.21% | #6 | $1.5M | 41,937 | $1.3M | 41,167 | +770+1.87% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #84 | $1.5M | 41,596 | $1.1M | 34,886 | +6,710+19.23% | Add |
| Merit Financial Group, LLC |
| 0.01% | 0.01% | #56 | $1.4M | 40,336 | $1.1M | 35,884 | +4,452+12.41% | Add |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| 0.01% | 0.01% | #59 | $1.4M | 40,110 | $1.5M | 45,595 | -5,485-12.03% | Reduce |
| Horst & Graben Wealth Management LLC |
| 0.18% | 0.18% | #8 | $1.4M | 39,669 | $1.3M | 38,629 | +1,040+2.69% | Add |
| OneDigital Investment Advisors LLC |
| 0.01% | 0.01% | #45 | $1.3M | 37,950 | $1.2M | 36,831 | +1,119+3.04% | Add |
| Sharkey, Howes & Javer |
| 0.16% | 0.17% | #9 | $1.3M | 37,712 | $1.2M | 38,585 | -873-2.26% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #118 | $1.3M | 37,547 | $1.1M | 34,877 | +2,670+7.66% | Add |
| Bank of New York Mellon Corp |
| <0.01% | <0.01% | #111 | $1.3M | 35,879 | $1.2M | 36,772 | -893-2.43% | Reduce |
| Orion Porfolio Solutions, LLC |
| 0.01% | 0.01% | #50 | $1.3M | 35,754 | $1.0M | 31,959 | +3,795+11.87% | Add |
| SigFig Wealth Management, LLC |
| 0.03% | 0.03% | #31 | $1.1M | 32,519 | $1.0M | 32,218 | +301+0.93% | Add |
| Focus Partners Advisor Solutions, LLC |
| 0.01% | 0.01% | #51 | $1.1M | 31,479 | $959,131 | 30,131 | +1,348+4.47% | Add |
| Davis Wealth Advisors, LLC |
| 0.85% | 0.74% | #4 | $1.1M | 31,291 | $885,103 | 27,806 | +3,485+12.53% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #116 | $999,406 | 28,465 | $849,394 | 26,684 | +1,781+6.67% | Add |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #74 | $902,327 | 25,700 | $701,091 | 22,025 | +3,675+16.69% | Add |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #101 | $844,808 | 24,062 | $768,118 | 24,131 | -69-0.29% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | — | #97 | $772,935 | 21,624 | $0 | 0 | +21,624 | New Buy |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #112 | $723,793 | 20,615 | $647,423 | 20,339 | +276+1.36% | Add |
| Farther Finance Advisors, LLC |
| 0.01% | <0.01% | #72 | $677,326 | 19,292 | $476,182 | 14,867 | +4,425+29.76% | Add |
| MGO ONE SEVEN LLC |
| 0.01% | 0.01% | #46 | $667,449 | 19,010 | $600,612 | 18,868 | +142+0.75% | Add |
| LexAurum Advisors, LLC |
| 0.08% | 0.06% | #20 | $664,703 | 18,932 | $478,142 | 15,021 | +3,911+26.04% | Add |
| Integrated Wealth Concepts LLC |
| <0.01% | <0.01% | #85 | $649,991 | 18,513 | $396,333 | 12,451 | +6,062+48.69% | Add |
| OpenArc Corporate Advisory, LLC |
| 0.01% | 0.01% | #60 | $633,665 | 18,048 | $562,624 | 17,675 | +373+2.11% | Add |
| Cerity Partners LLC |
| <0.01% | <0.01% | #103 | $629,557 | 17,931 | $549,573 | 17,265 | +666+3.86% | Add |
| Gerber Kawasaki Wealth & Investment Management |
| 0.02% | 0.02% | #41 | $622,051 | 17,717 | $546,063 | 17,154 | +563+3.28% | Add |
| Advisory Services Network, LLC |
| 0.01% | 0.01% | #63 | $600,060 | 17,091 | $529,770 | 16,643 | +448+2.69% | Add |
| RFG Advisory, LLC |
| 0.01% | 0.01% | #53 | $583,617 | 16,623 | $516,016 | 16,211 | +412+2.54% | Add |
| SAGESPRING WEALTH PARTNERS, LLC |
| 0.01% | 0.01% | #54 | $576,688 | 16,425 | $509,395 | 16,003 | +422+2.64% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #105 | $551,367 | 15,704 | $0 | 0 | +15,704 | New Buy |
| Regal Investment Advisors LLC |
| 0.03% | 0.03% | #33 | $533,216 | 15,187 | $475,565 | 14,940 | +247+1.65% | Add |
