| ENVESTNET ASSET MANAGEMENT INC |
| 0.72% | 0.59% | #192 | $3.03B | 57.6M | $2.19B | 66.5M | -9.0M-13.48% | Reduce |
| LPL Financial LLC |
| 0.31% | 0.24% | #273 | $1.40B | 26.6M | $901.7M | 27.4M | -780,065-2.85% | Reduce |
| JPMORGAN CHASE & CO |
| 0.04% | 0.04% | #472 | $809.8M | 15.9M | $634.9M | 20.4M | -4.4M-21.78% | Reduce |
| Dynasty Wealth Management, LLC |
| 5.54% | 5.65% | #7 | $746.0M | 14.2M | $647.5M | 19.7M | -5.5M-27.99% | Reduce |
| MORGAN STANLEY |
| 0.03% | 0.01% | #506 | $537.8M | 10.2M | $168.0M | 4.9M | +5.3M+107.40% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.1% | 0.07% | #410 | $485.6M | 9.2M | $311.2M | 9.4M | -235,017-2.49% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| 0.02% | 0.02% | #518 | $351.1M | 6.7M | $222.5M | 6.8M | -92,348-1.37% | Reduce |
| MML INVESTORS SERVICES, LLC |
| 0.66% | 0.48% | #200 | $324.8M | 6.2M | $172.4M | 5.2M | +928,195+17.74% | Add |
| PARK AVENUE SECURITIES LLC |
| 1.75% | 1.61% | #102 | $280.4M | 5.3M | $205.6M | 6.2M | -919,390-14.74% | Reduce |
| OpenArc Corporate Advisory, LLC |
| 3.33% | 3.74% | #40 | $280.0M | 5.3M | $261.3M | 7.9M | -2.6M-33.03% | Reduce |
| SAGESPRING WEALTH PARTNERS, LLC |
| 4.28% | 4.47% | #16 | $278.4M | 5.3M | $245.3M | 7.4M | -2.2M-29.07% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.07% | 0.04% | #435 | $273.3M | 5.2M | $121.0M | 3.7M | +1.5M+41.15% | Add |
| Cetera Investment Advisers |
| 0.25% | 0.17% | #304 | $269.7M | 5.1M | $158.2M | 4.8M | +315,379+6.57% | Add |
| Envestnet Portfolio Solutions, Inc. |
| 1.17% | 1.02% | #140 | $244.5M | 4.6M | $184.0M | 5.6M | -947,829-16.97% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.12% | 0.06% | #390 | $228.4M | 4.3M | $93.5M | 2.8M | +1.5M+52.68% | Add |
| Janney Montgomery Scott LLC |
| 0.32% | 0.3% | #272 | $162.9M | 3.1M | $122.6M | 3.7M | -632,483-16.99% | Reduce |
| NewEdge Advisors, LLC |
| 0.46% | 0.39% | #231 | $154.7M | 2.9M | $108.4M | 3.3M | -355,623-10.81% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.19% | 0.13% | #334 | $151.9M | 2.9M | $91.5M | 2.8M | +106,176+3.83% | Add |
| SOFI WEALTH, LLC |
| 5.59% | 4.13% | #6 | $138.9M | 2.6M | $85.8M | 2.6M | +32,953+1.27% | Add |
| Bank of New York Mellon Corp |
| 0.02% | 0.02% | #520 | $134.3M | 2.5M | $105.4M | 3.2M | -651,236-20.36% | Reduce |
| OLD MISSION CAPITAL LLC |
| 2.01% | — | #87 | $126.9M | 2.4M | $0 | 0 | +2.4M | New Buy |
| BlackRock, Inc. |
| <0.01% | <0.01% | #608 | $123.7M | 2.3M | $38.2M | 1.2M | +1.2M+102.49% | Add |
| Merit Financial Group, LLC |
| 0.72% | 0.62% | #191 | $118.6M | 2.2M | $82.9M | 2.5M | -268,077-10.65% | Reduce |
| OneDigital Investment Advisors LLC |
| 0.98% | 0.86% | #157 | $116.1M | 2.2M | $88.1M | 2.7M | -472,647-17.67% | Reduce |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 1.17% | 0.99% | #139 | $114.1M | 2.2M | $80.0M | 2.4M | -263,871-10.87% | Reduce |
| Abundance Wealth Counselors |
| 6.64% | 5.27% | #4 | $102.2M | 1.9M | $36.7M | 1.1M | +825,188+74.06% | Add |
| UBS Group AG |
| 0.01% | 0.01% | #549 | $101.3M | 1.9M | $40.9M | 1.2M | +679,633+54.69% | Add |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #543 | $98.1M | 1.9M | $35.6M | 1.1M | +779,562+72.06% | Add |
| Arax Advisory Partners |
| 0.64% | 0.69% | #205 | $95.8M | 1.8M | $24.3M | 736,770 | +1.1M+146.71% | Add |
| OSAIC HOLDINGS, INC. |
| 0.11% | 0.08% | #401 | $91.5M | 1.7M | $52.8M | 1.6M | +133,800+8.36% | Add |
| JB Capital LLC |
| 3.01% | 2.83% | #47 | $87.1M | 1.7M | $70.0M | 2.1M | -471,519-22.21% | Reduce |
| Focus Partners Wealth |
| 0.08% | <0.01% | #426 | $80.0M | 1.5M | $1.1M | 33,574 | +1.5M+4,417.36% | Add |
| STIFEL FINANCIAL CORP |
| 0.07% | 0.05% | #443 | $79.2M | 1.5M | $56.0M | 1.7M | -198,223-11.66% | Reduce |
| Destination Wealth Management |
| 1.8% | 1.27% | #99 | $77.2M | 1.5M | $48.7M | 1.5M | -13,754-0.93% | Reduce |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.12% | 0.09% | #394 | $73.5M | 1.4M | $51.8M | 1.6M | -191,450-12.08% | Reduce |
| Sanctuary Advisors, LLC |
| 0.33% | 0.29% | #267 | $71.3M | 1.4M | $52.9M | 1.6M | -252,333-15.72% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.35% | 0.23% | #258 | $70.6M | 1.3M | $28.5M | 865,863 | +473,619+54.70% | Add |
| JANE STREET GROUP, LLC |
| 0.01% | <0.01% | #575 | $69.6M | 1.3M | $12.9M | 392,035 | +928,607+236.87% | Add |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| 0.37% | 0.31% | #254 | $67.2M | 1.3M | $49.7M | 1.5M | -241,138-15.90% | Reduce |
| Advocacy Wealth Management, LLC |
| 2.39% | 2.4% | #67 | $54.3M | 1.6M | $54.3M | 1.6M | 00.00% | Unchanged |
| Quotient Wealth Partners, LLC |
| 1.23% | 0.91% | #133 | $52.3M | 991,220 | $34.6M | 1.1M | -60,032-5.71% | Reduce |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
| 2.44% | 1.77% | #65 | $49.5M | 939,162 | $31.2M | 945,924 | -6,762-0.71% | Reduce |
| Vise Technologies, Inc. |
| 0.52% | 0.16% | #220 | $45.9M | 870,180 | $8.1M | 242,568 | +627,612+258.74% | Add |
| AE Wealth Management LLC |
| 0.2% | 0.18% | #328 | $43.4M | 823,838 | $32.9M | 999,677 | -175,839-17.59% | Reduce |
| Equitable Holdings, Inc. |
| 0.26% | 0.15% | #298 | $43.4M | 822,877 | $23.6M | 709,777 | +113,100+15.93% | Add |
| Ascent Group, LLC |
| 1.27% | 1.11% | #131 | $42.5M | 806,289 | $32.1M | 973,080 | -166,791-17.14% | Reduce |
| Atria Investments, Inc |
| 0.38% | 0.33% | #250 | $38.4M | 727,504 | $29.3M | 889,500 | -161,996-18.21% | Reduce |
| IHT Wealth Management, LLC |
| 0.81% | 0.52% | #176 | $38.0M | 720,220 | $22.5M | 683,919 | +36,301+5.31% | Add |
| Cerity Partners LLC |
| 0.04% | 0.04% | #471 | $37.4M | 708,465 | $29.3M | 890,399 | -181,934-20.43% | Reduce |
| INTEGRITY ALLIANCE, LLC. |
| 1.17% | 1.06% | #141 | $37.3M | 708,263 | $27.9M | 845,898 | -137,635-16.27% | Reduce |
