| Betterment LLC |
| 0.09% | 0.09% | #23 | $51.7M | 1.0M | $47.8M | 937,751 | +66,650+7.11% | Add |
| Composition Wealth, LLC |
| 0.51% | 0.5% | #10 | $43.9M | 854,388 | $36.6M | 717,558 | +136,830+19.07% | Add |
| Heartwood Wealth Advisors LLC |
| 1.99% | 1.97% | #3 | $25.6M | 497,558 | $22.5M | 442,405 | +55,153+12.47% | Add |
| STIFEL FINANCIAL CORP |
| 0.02% | 0.02% | #38 | $18.6M | 362,252 | $17.0M | 333,861 | +28,391+8.50% | Add |
| GoalVest Advisory LLC |
| 3.33% | 3.06% | #1 | $17.9M | 348,570 | $15.7M | 307,340 | +41,230+13.42% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #45 | $14.8M | 288,016 | $13.5M | 264,601 | +23,415+8.85% | Add |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| 0.08% | 0.08% | #24 | $14.5M | 282,139 | $13.5M | 264,570 | +17,569+6.64% | Add |
| Asio Capital, LLC |
| 1.45% | 1.27% | #5 | $11.3M | 220,569 | $9.1M | 177,664 | +42,905+24.15% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #53 | $9.0M | 174,326 | $4.4M | 85,564 | +88,762+103.74% | Add |
| Private Advisor Group, LLC |
| 0.04% | — | #30 | $8.8M | 171,806 | $0 | 0 | +171,806 | New Buy |
| Capital Advisors Wealth Management, LLC |
| 0.96% | 0.84% | #6 | $8.2M | 159,690 | $6.3M | 122,703 | +36,987+30.14% | Add |
| Pinion Investment Advisors, LLC |
| 1.53% | 1.69% | #4 | $8.1M | 157,167 | $7.2M | 142,234 | +14,933+10.50% | Add |
| Retirement Planning Group, LLC |
| 0.19% | 0.19% | #17 | $7.5M | 145,529 | $6.2M | 122,173 | +23,356+19.12% | Add |
| GENTRY PRIVATE WEALTH, LLC |
| 2.95% | 3.19% | #2 | $5.7M | 111,366 | $5.3M | 104,054 | +7,312+7.03% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #54 | $5.1M | 98,419 | $4.6M | 90,482 | +7,937+8.77% | Add |
| Berger Financial Group, Inc |
| 0.19% | 0.19% | #16 | $3.8M | 74,142 | $3.5M | 68,042 | +6,100+8.97% | Add |
| Sowell Financial Services LLC |
| 0.12% | 0.13% | #19 | $3.7M | 71,742 | $3.6M | 70,441 | +1,301+1.85% | Add |
| Farther Finance Advisors, LLC |
| 0.03% | 0.03% | #34 | $3.6M | 69,085 | $3.4M | 66,180 | +2,905+4.39% | Add |
| FIRST AMERICAN TRUST, FSB |
| 0.21% | 0.11% | #15 | $3.5M | 67,742 | $1.6M | 32,212 | +35,530+110.30% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #52 | $3.3M | 64,226 | $1.5M | 30,242 | +33,984+112.37% | Add |
| Integrated Wealth Concepts LLC |
| 0.01% | — | #40 | $2.6M | 50,300 | $0 | 0 | +50,300 | New Buy |
| Fourth Dimension Wealth, LLC |
| 0.74% | — | #8 | $2.4M | 45,776 | $0 | 0 | +45,776 | New Buy |
| GGM Financial LLC |
| 0.87% | 0.37% | #7 | $2.3M | 44,732 | $809,744 | 15,893 | +28,839+181.46% | Add |
| Syntegra Private Wealth Group, LLC |
| 0.11% | — | #21 | $1.4M | 27,121 | $0 | 0 | +27,121 | New Buy |
| WealthPlan Investment Management, LLC |
| 0.07% | 0.04% | #25 | $1.4M | 26,848 | $736,337 | 14,452 | +12,396+85.77% | Add |
| Summit Financial, LLC |
| 0.01% | — | #39 | $1.3M | 26,101 | $0 | 0 | +26,101 | New Buy |
| Thompson David Blair |
| 0.59% | — | #9 | $1.2M | 22,939 | $0 | 0 | +22,939 | New Buy |
| &PARTNERS |
| <0.01% | 0.01% | #44 | $1.2M | 22,799 | $1.2M | 22,799 | 00.00% | Unchanged |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #55 | $1.1M | 20,504 | $4.2M | 81,954 | -61,450-74.98% | Reduce |
| Perigon Wealth Management, LLC |
| 0.02% | 0.02% | #37 | $1.0M | 19,949 | $937,954 | 18,409 | +1,540+8.37% | Add |
| COLTON GROOME FINANCIAL ADVISORS, LLC |
| 0.22% | 0.17% | #13 | $912,031 | 17,730 | $601,465 | 11,805 | +5,925+50.19% | Add |
| Landmark Wealth Management, LLC |
| 0.21% | 0.19% | #14 | $893,046 | 17,361 | $726,129 | 14,252 | +3,109+21.81% | Add |
| Johnson Bixby & Associates, LLC |
| 0.1% | 0.11% | #22 | $880,447 | 17,116 | $849,184 | 16,667 | +449+2.69% | Add |
| Equitable Holdings, Inc. |
| 0.01% | <0.01% | #43 | $866,147 | 16,838 | $721,165 | 14,088 | +2,750+19.52% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | — | #57 | $650,613 | 12,648 | $0 | 0 | +12,648 | New Buy |
| Sanctuary Advisors, LLC |
| <0.01% | <0.01% | #46 | $640,088 | 12,443 | $570,853 | 11,204 | +1,239+11.06% | Add |
| Miller Capital Partners, Inc. |
| 0.24% | 0.28% | #12 | $611,108 | 11,880 | $574,207 | 11,270 | +610+5.41% | Add |
| World Investment Advisors |
| 0.01% | 0.01% | #41 | $595,504 | 11,688 | $595,504 | 11,688 | 00.00% | Unchanged |
| Weaver Consulting Group |
| 0.11% | 0.13% | #20 | $558,124 | 10,850 | $534,975 | 10,500 | +350+3.33% | Add |
| FIFTH THIRD BANCORP |
| <0.01% | <0.01% | #51 | $527,054 | 10,246 | $520,760 | 10,221 | +25+0.24% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | — | #56 | $510,000 | 9,912 | $0 | 0 | +9,912 | New Buy |
| Providence Financial Advisors, LLC |
| 0.28% | — | #11 | $494,647 | 9,616 | $0 | 0 | +9,616 | New Buy |
| WNY Asset Management, LLC |
| 0.04% | 0.04% | #29 | $480,861 | 9,348 | $342,995 | 6,732 | +2,616+38.86% | Add |
| MATAURO, LLC |
| 0.05% | — | #28 | $411,253 | 7,995 | $0 | 0 | +7,995 | New Buy |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #49 | $381,456 | 7,416 | $396,050 | 7,773 | -357-4.59% | Reduce |
| MGO ONE SEVEN LLC |
| 0.01% | 0.01% | #42 | $379,010 | 7,368 | $277,881 | 5,454 | +1,914+35.09% | Add |
| Breakwater Capital Group |
| 0.04% | — | #31 | $332,148 | 6,457 | $0 | 0 | +6,457 | New Buy |
| CASCADE INVESTMENT GROUP, INC. |
| 0.19% | — | #18 | $329,885 | 6,413 | $0 | 0 | +6,413 | New Buy |
| WealthPLAN Partners, LLC |
| 0.06% | — | #27 | $323,455 | 6,288 | $0 | 0 | +6,288 | New Buy |
| Gateway Wealth Partners, LLC |
| 0.02% | 0.01% | #35 | $303,239 | 5,895 | $200,744 | 3,940 | +1,955+49.62% | Add |
