| BANK OF AMERICA CORP /DE/ |
| 0.65% | 0.59% | #110 | $10.07B | 53.5M | $8.19B | 52.8M | +742,038+1.41% | Add |
| MORGAN STANLEY |
| 0.15% | 0.14% | #272 | $2.75B | 14.6M | $2.31B | 14.0M | +625,122+4.46% | Add |
| LPL Financial LLC |
| 0.62% | 0.59% | #114 | $2.75B | 14.6M | $2.23B | 14.4M | +247,661+1.72% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.5% | 0.49% | #130 | $1.24B | 6.8M | $1.01B | 6.7M | +88,132+1.31% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.14% | 0.12% | #281 | $595.5M | 3.2M | $444.9M | 2.9M | +298,332+10.40% | Add |
| Merit Financial Group, LLC |
| 2.4% | 2.25% | #55 | $393.6M | 2.1M | $303.1M | 2.0M | +138,217+7.07% | Add |
| Blue Trust, Inc. |
| 3.39% | 3.31% | #39 | $355.2M | 1.9M | $289.7M | 1.9M | +20,997+1.12% | Add |
| JPMORGAN CHASE & CO |
| 0.02% | 0.02% | #644 | $284.7M | 1.5M | $234.8M | 1.6M | -40,541-2.57% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.08% | 0.07% | #398 | $277.7M | 1.5M | $221.6M | 1.4M | +47,490+3.32% | Add |
| HighTower Advisors, LLC |
| 0.27% | 0.08% | #195 | $275.7M | 1.5M | $72.1M | 465,118 | +1.0M+215.18% | Add |
| UBS Group AG |
| 0.03% | 0.03% | #540 | $245.9M | 1.3M | $212.2M | 1.4M | -60,442-4.42% | Reduce |
| NATIXIS ADVISORS, LLC |
| 0.26% | 0.29% | #197 | $235.0M | 1.2M | $208.8M | 1.3M | -96,897-7.20% | Reduce |
| ROYAL BANK OF CANADA |
| 0.03% | 0.03% | #521 | $234.6M | 1.2M | $189.3M | 1.2M | +26,941+2.21% | Add |
| PNC FINANCIAL SERVICES GROUP, INC. |
| 0.11% | 0.1% | #317 | $229.7M | 1.2M | $172.8M | 1.1M | +106,995+9.60% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.03% | 0.03% | #523 | $212.7M | 1.1M | $175.6M | 1.1M | -1,381-0.12% | Reduce |
| Kestra Investment Management, LLC |
| 4.02% | 3.03% | #30 | $207.7M | 1.3M | $175.9M | 1.1M | +189,154+16.68% | Add |
| Facet Wealth, Inc. |
| 2.39% | 2.19% | #56 | $166.4M | 884,912 | $126.3M | 813,996 | +70,916+8.71% | Add |
| BENJAMIN EDWARDS INC |
| 1.42% | 1.21% | #74 | $155.3M | 825,427 | $122.1M | 787,337 | +38,090+4.84% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.19% | 0.17% | #242 | $152.3M | 809,815 | $120.5M | 776,775 | +33,040+4.25% | Add |
| FMR LLC |
| 0.01% | 0.01% | #781 | $131.2M | 697,287 | $108.0M | 696,328 | +959+0.14% | Add |
| Cetera Investment Advisers |
| 0.11% | 0.11% | #320 | $123.6M | 657,270 | $99.0M | 638,079 | +19,191+3.01% | Add |
| BLAIR WILLIAM & CO/IL |
| 0.25% | 0.21% | #206 | $94.3M | 501,346 | $74.2M | 478,278 | +23,068+4.82% | Add |
| SHP Wealth Management |
| 6.47% | 5.81% | #18 | $94.1M | 500,298 | $77.0M | 496,636 | +3,662+0.74% | Add |
| Corient Private Wealth LLC |
| 0.07% | 0.1% | #407 | $93.1M | 494,825 | $68.9M | 443,651 | +51,174+11.53% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.02% | 0.01% | #628 | $90.4M | 480,739 | $61.0M | 393,461 | +87,278+22.18% | Add |
| CITIZENS FINANCIAL GROUP INC/RI |
| 0.99% | 0.97% | #86 | $82.2M | 437,273 | $69.7M | 449,559 | -12,286-2.73% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.09% | 0.09% | #356 | $79.1M | 420,115 | $58.8M | 378,854 | +41,261+10.89% | Add |
| Allworth Financial LP |
| 0.33% | 0.27% | #170 | $78.1M | 415,167 | $66.9M | 431,049 | -15,882-3.68% | Reduce |
| Madison Wealth Partners, Inc |
| 9.81% | 10.16% | #6 | $77.1M | 409,922 | $63.7M | 410,554 | -632-0.15% | Reduce |
| KINTRA WEALTH, LLC |
| 3.71% | 3.1% | #33 | $71.2M | 365,112 | $43.8M | 282,672 | +82,440+29.16% | Add |
| Legacy Financial Group LLC |
| 7.89% | 6.64% | #11 | $70.1M | 372,777 | $52.8M | 340,350 | +32,427+9.53% | Add |
| Modera Wealth Management, LLC |
| 0.71% | 0.65% | #104 | $66.8M | 354,960 | $54.6M | 352,325 | +2,635+0.75% | Add |
| HOWE & RUSLING INC |
| 3.71% | 3.43% | #34 | $63.9M | 339,855 | $52.5M | 338,734 | +1,121+0.33% | Add |
| Tanglewood Legacy Advisors, LLC |
| 20.39% | 18.86% | #2 | $63.2M | 335,931 | $52.2M | 336,216 | -285-0.08% | Reduce |
| Curi Capital, LLC |
| 0.96% | 0.77% | #88 | $62.5M | 332,072 | $43.5M | 280,491 | +51,581+18.39% | Add |
| Tennessee Valley Asset Management Partners |
| 6.83% | 6.78% | #14 | $61.9M | 329,315 | $51.3M | 331,001 | -1,686-0.51% | Reduce |
| Cardinal Strategic Wealth Guidance |
| 12.36% | 13.88% | #3 | $54.5M | 289,900 | $52.6M | 339,219 | -49,319-14.54% | Reduce |
| Bleakley Financial Group, LLC |
| 0.64% | 0.64% | #111 | $50.3M | 267,472 | $41.2M | 265,733 | +1,739+0.65% | Add |
| Equitable Holdings, Inc. |
| 0.3% | 0.27% | #182 | $49.8M | 265,006 | $41.7M | 248,081 | +16,925+6.82% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.03% | 0.02% | #567 | $49.0M | 260,289 | $39.3M | 253,457 | +6,832+2.70% | Add |
| Charles Schwab Trust Co |
| 2.67% | 2.84% | #49 | $47.8M | 254,306 | $43.7M | 281,945 | -27,639-9.80% | Reduce |
| DDFG, Inc |
| 9.44% | 9.14% | #8 | $47.5M | 252,703 | $42.4M | 273,494 | -20,791-7.60% | Reduce |
| Gotham Asset Management, LLC |
| 0.11% | 0.06% | #331 | $45.9M | 243,786 | $21.0M | 135,676 | +108,110+79.68% | Add |
| Aurdan Capital Management, LLC |
| 11.63% | 11.29% | #4 | $45.8M | 243,754 | $37.6M | 242,473 | +1,281+0.53% | Add |
| PRINCIPAL SECURITIES, INC. |
| 0.53% | 0.58% | #127 | $43.6M | 231,839 | $39.4M | 254,203 | -22,364-8.80% | Reduce |
| Veracity Capital LLC |
| 11.55% | 12.65% | #5 | $42.8M | 227,402 | $35.4M | 228,208 | -806-0.35% | Reduce |
| VOISARD ASSET MANAGEMENT GROUP, INC. |
| 7.81% | 7.11% | #12 | $41.3M | 219,334 | $33.3M | 214,919 | +4,415+2.05% | Add |
| Private Advisor Group, LLC |
| 0.19% | 0.15% | #246 | $40.7M | 216,562 | $33.0M | 212,909 | +3,653+1.72% | Add |
| WESTWOOD HOLDINGS GROUP INC |
| 0.3% | 0.04% | #177 | $40.4M | 214,791 | $6.0M | 38,498 | +176,293+457.93% | Add |
| Aspen Wealth Management LLC |
| 6.75% | 6.14% | #16 | $39.8M | 211,338 | $30.8M | 198,319 | +13,019+6.56% | Add |
