| Betterment LLC |
| 2.26% | 0.56% | #101 | $1.33B | 28.4M | $293.9M | 6.2M | +22.2M+355.34% | Add |
| MORGAN STANLEY |
| 0.04% | 0.02% | #404 | $770.8M | 16.4M | $377.7M | 7.9M | +8.5M+106.77% | Add |
| HB Wealth Management, LLC |
| 4.1% | 4.38% | #60 | $730.9M | 15.6M | $676.2M | 14.4M | +1.2M+8.37% | Add |
| VICTORY CAPITAL MANAGEMENT INC |
| 0.39% | 0.45% | #225 | $695.6M | 14.9M | $698.2M | 14.9M | 00.00% | Unchanged |
| RAYMOND JAMES FINANCIAL INC |
| 0.13% | 0.11% | #302 | $468.1M | 10.0M | $364.2M | 7.7M | +2.2M+28.90% | Add |
| FACTORY MUTUAL INSURANCE CO |
| 3.52% | 3.1% | #73 | $374.7M | 8.0M | $275.2M | 5.8M | +2.1M+36.55% | Add |
| JPMORGAN CHASE & CO |
| 0.02% | 0.02% | #452 | $365.5M | 7.8M | $268.3M | 5.7M | +2.0M+35.69% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.02% | 0.02% | #450 | $322.6M | 6.9M | $318.8M | 6.8M | +102,037+1.51% | Add |
| LPL Financial LLC |
| 0.06% | 0.05% | #384 | $256.6M | 5.5M | $177.5M | 3.8M | +1.7M+45.01% | Add |
| OpenArc Corporate Advisory, LLC |
| 3.02% | 3.24% | #86 | $254.2M | 5.4M | $226.5M | 4.8M | +605,641+12.59% | Add |
| Mariner, LLC |
| 0.26% | 0.26% | #251 | $253.5M | 5.4M | $222.6M | 4.7M | +672,849+14.23% | Add |
| Dynasty Wealth Management, LLC |
| 1.75% | 1.82% | #120 | $235.6M | 5.0M | $209.1M | 4.4M | +577,817+13.01% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.12% | 0.09% | #310 | $224.7M | 4.8M | $147.3M | 3.1M | +1.7M+53.01% | Add |
| Cetera Investment Advisers |
| 0.2% | 0.17% | #269 | $220.8M | 4.7M | $159.0M | 3.4M | +1.3M+39.23% | Add |
| Modern Wealth Management, LLC |
| 2.4% | 1.75% | #97 | $201.9M | 4.3M | $102.5M | 2.2M | +2.1M+96.72% | Add |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
| 0.03% | 0.04% | #437 | $201.2M | 4.3M | $259.9M | 5.5M | -1.2M-22.31% | Reduce |
| Legacy Wealth Management, LLC |
| 9.97% | 10.62% | #14 | $190.5M | 4.1M | $182.1M | 3.9M | +190,026+4.91% | Add |
| Bogart Wealth, LLC |
| 6.25% | 6.58% | #41 | $182.3M | 3.9M | $170.8M | 3.6M | +257,433+7.09% | Add |
| Janney Montgomery Scott LLC |
| 0.35% | 0.42% | #234 | $178.7M | 3.8M | $169.7M | 3.6M | +202,307+5.61% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.03% | 0.04% | #433 | $174.1M | 3.7M | $205.0M | 4.4M | -644,619-14.80% | Reduce |
| HighTower Advisors, LLC |
| 0.15% | 0.16% | #292 | $159.5M | 3.4M | $151.8M | 3.2M | +174,304+5.41% | Add |
| OSAIC HOLDINGS, INC. |
| 0.16% | 0.17% | #284 | $139.3M | 3.0M | $114.2M | 2.4M | +541,777+22.33% | Add |
| Valeo Financial Advisors, LLC |
| 2.91% | 3.06% | #87 | $138.1M | 3.1M | $128.1M | 2.9M | +220,479+7.59% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.03% | 0.03% | #419 | $138.0M | 2.9M | $126.2M | 2.7M | +258,589+9.65% | Add |
| Moss Adams Wealth Advisors LLC |
| 8.51% | 9.04% | #22 | $136.3M | 2.9M | $123.6M | 2.6M | +277,639+10.58% | Add |
| Summit Financial Strategies, Inc. |
| 9.23% | 9.79% | #19 | $131.5M | 2.8M | $124.3M | 2.6M | +161,188+6.11% | Add |
| Allen Capital Group, LLC |
| 10.39% | 10.88% | #11 | $127.6M | 2.7M | $121.6M | 2.6M | +136,853+5.29% | Add |
| Vestmark Advisory Solutions, Inc. |
| 1.08% | 1.22% | #149 | $115.2M | 2.5M | $110.1M | 2.3M | +114,577+4.90% | Add |
| Confluence Wealth Services, Inc. |
| 3.18% | 3.34% | #82 | $111.1M | 2.4M | $86.2M | 1.8M | +536,983+29.34% | Add |
| First Pacific Financial |
| 11.59% | 12.16% | #9 | $97.3M | 2.1M | $94.4M | 2.0M | +66,861+3.33% | Add |
| McAdam, LLC |
| 3.58% | 2.78% | #71 | $92.7M | 2.0M | $61.8M | 1.3M | +662,048+50.46% | Add |
| CGN Advisors LLC |
| 6.64% | 6.7% | #35 | $90.9M | 1.9M | $84.8M | 1.8M | +135,301+7.51% | Add |
| Savant Capital, LLC |
| 0.27% | 0.48% | #250 | $90.4M | 1.9M | $98.6M | 2.1M | -168,401-8.04% | Reduce |
| Grant Street Asset Management, Inc. |
| 13.98% | 15.96% | #5 | $85.3M | 1.8M | $82.8M | 1.8M | +57,918+3.29% | Add |
| First Washington CORP |
| 19.87% | 20.58% | #1 | $81.6M | 1.7M | $72.7M | 1.5M | +192,323+12.45% | Add |
| Avantax Planning Partners, Inc. |
| 2.02% | 2.16% | #108 | $81.0M | 1.7M | $78.8M | 1.7M | +50,648+3.02% | Add |
| Capital Analysts, LLC |
| 1.8% | 1.96% | #116 | $78.1M | 1.7M | $68.5M | 1.4M | +216,709+14.97% | Add |
| D.B. Root & Company, LLC |
| 16.33% | 17.33% | #3 | $76.9M | 1.6M | $72.5M | 1.5M | +96,929+6.29% | Add |
| Hughes Financial Services, LLC |
| 10.08% | 10.9% | #12 | $76.1M | 1.6M | $70.9M | 1.5M | +113,708+7.55% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.11% | 0.12% | #316 | $73.6M | 1.6M | $70.2M | 1.5M | +78,632+5.28% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.09% | 0.09% | #338 | $72.5M | 1.5M | $66.8M | 1.4M | +126,394+8.91% | Add |
| DAYMARK WEALTH PARTNERS, LLC |
| 1.76% | 1.2% | #119 | $72.1M | 1.5M | $38.0M | 807,448 | +728,080+90.17% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.13% | 0.11% | #301 | $65.7M | 1.4M | $38.9M | 827,256 | +573,384+69.31% | Add |
| Corient Private Wealth LLC |
| 0.05% | 0.07% | #394 | $64.5M | 1.4M | $48.6M | 1.0M | +342,290+33.16% | Add |
| KINTRA WEALTH, LLC |
| 3.34% | 2.21% | #80 | $64.1M | 1.4M | $31.2M | 663,236 | +721,271+108.75% | Add |
| Calamos Wealth Management LLC |
| 1.91% | 2.06% | #110 | $63.2M | 1.3M | $59.9M | 1.3M | +75,481+5.93% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.1% | 0.12% | #323 | $62.5M | 1.3M | $56.2M | 1.2M | +146,722+12.27% | Add |
| SENTINEL PENSION ADVISORS, LLC |
| 5.24% | 8.79% | #50 | $62.1M | 1.3M | $59.5M | 1.3M | +70,017+5.54% | Add |
| Wiser Wealth Management, Inc |
| 11.81% | 13.05% | #7 | $61.7M | 1.3M | $60.5M | 1.3M | +29,628+2.31% | Add |
| Bluespring Wealth Management, LLC |
| 1.18% | 3.37% | #144 | $61.4M | 1.3M | $39.1M | 830,813 | +476,896+57.40% | Add |
