| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 4.58% | 4.61% | #96 | $8.57B | 309.4M | $7.48B | 302.3M | +7.1M+2.35% | Add |
| Empower Advisory Group, LLC |
| 12.06% | 11.93% | #9 | $5.06B | 182.6M | $4.60B | 185.7M | -3.1M-1.69% | Reduce |
| Financial Engines Advisors L.L.C. |
| 7.26% | 7.67% | #46 | $4.09B | 147.7M | $3.78B | 152.6M | -4.9M-3.19% | Reduce |
| Wealthfront Advisers LLC |
| 6.22% | 6.32% | #62 | $3.23B | 116.8M | $2.88B | 116.3M | +446,450+0.38% | Add |
| Creative Planning |
| 0.75% | 0.79% | #365 | $1.27B | 46.0M | $1.17B | 47.1M | -1.1M-2.35% | Reduce |
| HighTower Advisors, LLC |
| 0.58% | 0.56% | #410 | $598.7M | 21.6M | $524.5M | 21.2M | +421,102+1.99% | Add |
| Betterment LLC |
| 0.96% | 0.99% | #315 | $569.5M | 20.6M | $524.9M | 21.2M | -648,196-3.06% | Reduce |
| Corient Private Wealth LLC |
| 0.41% | 0.68% | #485 | $549.8M | 19.8M | $473.7M | 19.1M | +702,302+3.67% | Add |
| Composition Wealth, LLC |
| 5.22% | 5.27% | #86 | $446.1M | 16.1M | $383.8M | 15.5M | +597,724+3.85% | Add |
| US BANCORP \DE\ |
| 0.44% | 0.38% | #476 | $400.1M | 14.4M | $312.4M | 12.6M | +1.8M+14.42% | Add |
| SCS Capital Management LLC |
| 3.25% | 3.27% | #133 | $344.3M | 12.4M | $309.1M | 12.5M | -58,462-0.47% | Reduce |
| MORGAN STANLEY |
| 0.02% | 0.01% | #1347 | $340.2M | 12.3M | $245.6M | 10.6M | +1.7M+16.40% | Add |
| Wealthspire Advisors, LLC |
| 1.66% | 2.37% | #223 | $303.0M | 10.9M | $302.2M | 12.2M | -1.3M-10.40% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| 0.11% | 0.1% | #857 | $271.2M | 9.9M | $201.0M | 8.3M | +1.5M+18.49% | Add |
| Orgel Wealth Management, LLC |
| 5.09% | 5.02% | #88 | $268.5M | 9.7M | $232.9M | 9.4M | +280,973+2.99% | Add |
| Mariner, LLC |
| 0.28% | 0.29% | #583 | $268.1M | 9.7M | $247.2M | 10.0M | -314,356-3.14% | Reduce |
| McAdam, LLC |
| 9.96% | 9.38% | #20 | $258.1M | 9.3M | $208.1M | 8.4M | +908,147+10.80% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| 0.3% | 0.33% | #563 | $241.2M | 8.7M | $220.3M | 8.9M | -194,021-2.18% | Reduce |
| Avantax Planning Partners, Inc. |
| 5.26% | 4.97% | #82 | $211.2M | 7.6M | $181.1M | 7.3M | +307,767+4.21% | Add |
| Cresset Asset Management, LLC |
| 0.72% | 0.75% | #373 | $199.9M | 7.2M | $173.4M | 7.0M | +209,862+2.99% | Add |
| REBALANCE, LLC |
| 10.46% | 9.92% | #18 | $199.7M | 7.2M | $170.9M | 6.9M | +303,407+4.39% | Add |
| LPL Financial LLC |
| 0.04% | 0.04% | #1135 | $199.5M | 7.2M | $154.0M | 6.2M | +980,027+15.75% | Add |
| Steele Capital Management, Inc. |
| 7.2% | 7.09% | #47 | $195.8M | 7.1M | $171.1M | 6.9M | +145,004+2.10% | Add |
| Cerity Partners LLC |
| 0.23% | 0.24% | #639 | $191.2M | 7.4M | $170.7M | 6.9M | +499,117+7.25% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.04% | 0.02% | #1191 | $178.9M | 6.5M | $103.5M | 4.2M | +2.3M+54.44% | Add |
| SageView Advisory Group, LLC |
| 5.68% | — | #74 | $173.3M | 6.3M | $0 | 0 | +6.3M | New Buy |
| Gemmer Asset Management LLC |
| 11.54% | 11.93% | #13 | $170.6M | 6.2M | $150.9M | 6.1M | +59,530+0.98% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #1427 | $170.0M | 6.1M | $185.1M | 7.5M | -1.3M-17.94% | Reduce |
| WELLS FARGO & COMPANY/MN |
| 0.03% | 0.03% | #1261 | $166.7M | 6.0M | $144.3M | 5.8M | +186,480+3.20% | Add |
| BESSEMER GROUP INC |
| 0.22% | 0.22% | #646 | $161.8M | 5.8M | $140.7M | 5.7M | +156,577+2.76% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.04% | 0.04% | #1178 | $160.6M | 5.8M | $162.7M | 6.6M | -774,745-11.78% | Reduce |
| BRANDYWINE OAK PRIVATE WEALTH LLC |
| 12.03% | 12.17% | #10 | $158.5M | 5.7M | $144.7M | 5.8M | -125,977-2.15% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.25% | 0.31% | #607 | $152.6M | 5.5M | $140.1M | 5.6M | -70,775-1.26% | Reduce |
| FMR LLC |
| 0.01% | 0.01% | #1483 | $152.2M | 5.5M | $133.1M | 5.4M | +119,641+2.23% | Add |
| UBS Group AG |
| 0.02% | 0.02% | #1350 | $140.0M | 5.1M | $112.6M | 4.6M | +501,569+11.02% | Add |
| Fund Evaluation Group, LLC |
| 3.6% | 4.21% | #122 | $133.2M | 4.8M | $136.9M | 5.5M | -725,524-13.11% | Reduce |
| Bluespring Wealth Management, LLC |
| 2.52% | 7.71% | #163 | $130.9M | 4.7M | $89.4M | 3.6M | +1.1M+30.81% | Add |
| MONETA GROUP INVESTMENT ADVISORS LLC |
| 0.96% | 0.85% | #317 | $129.8M | 4.7M | $113.3M | 4.6M | +107,308+2.34% | Add |
| Prime Capital Investment Advisors, LLC |
| 1.16% | 1.27% | #282 | $119.8M | 4.3M | $109.6M | 4.4M | -104,852-2.37% | Reduce |
| Cetera Investment Advisers |
| 0.11% | 0.11% | #867 | $116.6M | 4.2M | $100.0M | 4.0M | +165,945+4.11% | Add |
| JMG Financial Group, Ltd. |
| 2.74% | 2.83% | #155 | $113.2M | 4.1M | $101.9M | 4.1M | -28,283-0.69% | Reduce |
| JANE STREET GROUP, LLC |
| 0.01% | 0.02% | #1450 | $111.3M | 4.0M | $158.8M | 6.4M | -2.4M-37.36% | Reduce |
| Charles Schwab Trust Co |
| 5.99% | 5.59% | #66 | $107.5M | 3.9M | $86.2M | 3.5M | +397,417+11.41% | Add |
| BlueStem Wealth Partners, LLC |
| 10.53% | 6.67% | #17 | $105.8M | 3.8M | $60.1M | 2.4M | +1.4M+57.39% | Add |
| BENJAMIN EDWARDS INC |
| 0.95% | 0.88% | #319 | $104.7M | 3.8M | $88.2M | 3.6M | +215,994+6.06% | Add |
| OSAIC HOLDINGS, INC. |
| 0.12% | 0.11% | #829 | $103.5M | 3.7M | $77.8M | 3.1M | +591,299+18.81% | Add |
| Focus Partners Wealth |
| 0.1% | 0.09% | #887 | $97.1M | 3.5M | $78.6M | 3.2M | +332,621+10.48% | Add |
| CHOREO, LLC |
| 1.03% | 1.07% | #301 | $96.2M | 3.5M | $87.5M | 3.5M | -61,876-1.75% | Reduce |
| MML INVESTORS SERVICES, LLC |
| 0.19% | 0.18% | #699 | $92.5M | 3.3M | $65.7M | 2.7M | +685,098+25.79% | Add |
| FOSTER & MOTLEY INC |
| 4.16% | 3.97% | #104 | $90.3M | 3.3M | $77.0M | 3.1M | +147,701+4.75% | Add |
