| Roehl & Yi Investment Advisors, LLC |
| 1.76% | 0.11% | #132 | $5.06B | 112,176 | $207,242 | 10,441 | +101,735+974.38% | Add |
| LPL Financial LLC |
| 0.81% | 0.71% | #208 | $3.59B | 78.0M | $2.68B | 69.6M | +8.5M+12.17% | Add |
| Capital Group Private Client Services, Inc. |
| 33.5% | 31.7% | #2 | $2.38B | 52.9M | $1.88B | 50.8M | +2.1M+4.15% | Add |
| MORGAN STANLEY |
| 0.11% | 0.05% | #450 | $2.08B | 45.4M | $901.9M | 22.5M | +23.0M+102.42% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.38% | 0.32% | #311 | $1.40B | 31.2M | $1.02B | 27.8M | +3.4M+12.30% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.31% | 0.27% | #325 | $1.33B | 29.5M | $1.02B | 27.4M | +2.1M+7.65% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.19% | 0.17% | #376 | $1.20B | 26.4M | $874.8M | 23.0M | +3.4M+14.61% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.57% | 0.54% | #259 | $1.08B | 23.9M | $882.7M | 23.8M | +94,770+0.40% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 1.12% | 1.02% | #170 | $891.7M | 19.5M | $730.2M | 19.1M | +348,316+1.82% | Add |
| Cetera Investment Advisers |
| 0.8% | 0.71% | #210 | $874.2M | 19.4M | $670.8M | 18.1M | +1.3M+7.38% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.05% | 0.05% | #523 | $848.1M | 18.4M | $704.2M | 18.2M | +167,008+0.92% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.32% | 0.27% | #322 | $794.9M | 18.0M | $551.7M | 15.0M | +3.0M+19.78% | Add |
| OSAIC HOLDINGS, INC. |
| 0.75% | 0.64% | #223 | $635.1M | 13.9M | $436.7M | 11.5M | +2.4M+21.19% | Add |
| ROYAL BANK OF CANADA |
| 0.08% | 0.08% | #473 | $559.5M | 12.3M | $474.4M | 12.5M | -228,331-1.83% | Reduce |
| Forge Financial Services LLC |
| 43.4% | 41.66% | #1 | $503.9M | 11.3M | $411.3M | 11.2M | +47,587+0.42% | Add |
| UBS Group AG |
| 0.06% | 0.05% | #517 | $460.6M | 10.3M | $364.0M | 9.8M | +459,515+4.69% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.9% | 0.76% | #196 | $390.1M | 8.6M | $295.3M | 7.9M | +711,009+8.98% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.71% | 0.62% | #232 | $345.9M | 7.7M | $223.1M | 6.0M | +1.7M+27.54% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| 0.03% | <0.01% | #573 | $326.9M | 7.0M | $37.7M | 959,791 | +6.1M+633.64% | Add |
| Kestra Advisory Services, LLC |
| 0.88% | 0.66% | #198 | $274.1M | 6.0M | $173.7M | 4.6M | +1.4M+31.11% | Add |
| STIFEL FINANCIAL CORP |
| 0.16% | 0.12% | #399 | $190.2M | 4.2M | $133.8M | 3.5M | +647,705+18.45% | Add |
| SEI INVESTMENTS CO |
| 0.16% | 0.13% | #397 | $187.8M | 4.2M | $139.3M | 3.8M | +404,412+10.64% | Add |
| &PARTNERS |
| 0.75% | 0.77% | #220 | $183.3M | 4.1M | $155.2M | 4.2M | -116,093-2.77% | Reduce |
| BENJAMIN EDWARDS INC |
| 1.63% | 1.37% | #137 | $178.8M | 3.9M | $137.6M | 3.6M | +324,260+9.05% | Add |
| Baird Financial Group, Inc. |
| 0.23% | 0.19% | #358 | $164.1M | 3.6M | $119.7M | 3.2M | +447,508+14.08% | Add |
| JPMORGAN CHASE & CO |
| 0.01% | 0.01% | #637 | $156.3M | 3.4M | $158.3M | 4.3M | -854,554-19.96% | Reduce |
| Kestra Investment Management, LLC |
| 2.98% | 3.05% | #88 | $153.8M | 3.3M | $177.1M | 4.5M | -1.2M-26.95% | Reduce |
| NewEdge Advisors, LLC |
| 0.44% | 0.42% | #294 | $148.3M | 3.3M | $116.2M | 3.2M | +144,908+4.57% | Add |
| Advance Capital Management, Inc. |
| 4.41% | 4.42% | #65 | $136.6M | 2.9M | $116.6M | 2.9M | -9,585-0.33% | Reduce |
| Private Advisor Group, LLC |
| 0.6% | 0.51% | #255 | $130.7M | 2.9M | $109.0M | 2.8M | +13,727+0.48% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.21% | 0.23% | #365 | $127.3M | 2.9M | $103.7M | 2.8M | +97,840+3.50% | Add |
| Valmark Advisers, Inc. |
| 1.29% | 1.11% | #161 | $121.9M | 2.7M | $93.3M | 2.5M | +215,780+8.76% | Add |
| Janney Montgomery Scott LLC |
| 0.23% | 0.21% | #356 | $118.1M | 2.6M | $85.1M | 2.3M | +326,782+14.20% | Add |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| 1.95% | 2.2% | #123 | $108.1M | 2.3M | $108.4M | 2.7M | -443,068-16.17% | Reduce |
| CAPTRUST FINANCIAL ADVISORS |
| 0.16% | 0.15% | #400 | $102.5M | 2.3M | $85.7M | 2.3M | -30,264-1.32% | Reduce |
| WNY Asset Management, LLC |
| 8.86% | 9.96% | #23 | $99.2M | 2.1M | $96.3M | 2.5M | -402,608-15.99% | Reduce |
| Merit Financial Group, LLC |
| 0.58% | 0.59% | #258 | $95.2M | 2.0M | $79.9M | 2.0M | +22,572+1.13% | Add |
| Focus Partners Wealth |
| 0.1% | 0.06% | #464 | $93.5M | 2.1M | $52.4M | 1.4M | +659,083+45.50% | Add |
| Financial Council, LLC |
| 29.6% | 27.59% | #3 | $91.3M | 2.1M | $71.5M | 2.0M | +52,563+2.57% | Add |
| ASSETMARK, INC |
| 0.15% | 0.12% | #409 | $86.1M | 1.9M | $59.0M | 1.6M | +316,671+19.50% | Add |
| Johnson Bixby & Associates, LLC |
| 8.4% | 7.86% | #25 | $75.3M | 1.6M | $63.4M | 1.6M | +5,727+0.36% | Add |
| Confluence Wealth Services, Inc. |
| 2.09% | 2.07% | #119 | $73.1M | 1.6M | $53.4M | 1.4M | +211,619+15.54% | Add |
| Prospera Financial Services Inc |
| 1.05% | 1.2% | #181 | $72.5M | 1.6M | $74.3M | 1.9M | -381,404-19.75% | Reduce |
| New England Capital Financial Advisors LLC |
| 17.29% | 15.33% | #7 | $72.3M | 1.5M | $56.0M | 1.4M | +138,256+9.92% | Add |
| D.A. DAVIDSON & CO. |
| 0.39% | 0.38% | #308 | $70.7M | 1.6M | $62.3M | 1.7M | -104,023-6.19% | Reduce |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 1.1% | 1.02% | #173 | $69.8M | 1.5M | $56.3M | 1.4M | +70,166+4.95% | Add |
| Rockefeller Capital Management L.P. |
| 0.11% | 0.11% | #456 | $68.6M | 1.5M | $61.4M | 1.6M | -88,375-5.68% | Reduce |
| JSF Financial, LLC |
| 10.75% | 8.38% | #17 | $67.9M | 1.4M | $42.8M | 1.1M | +375,379+35.29% | Add |
| Aprio Wealth Management, LLC |
| 3.3% | 3.35% | #81 | $66.9M | 1.4M | $61.3M | 1.5M | -112,597-7.32% | Reduce |
| HARBOUR INVESTMENTS, INC. |
| 0.86% | 0.77% | #202 | $64.2M | 1.4M | $49.8M | 1.3M | +98,030+7.47% | Add |
