| BANK OF AMERICA CORP /DE/ |
| 0.71% | 0.79% | #209 | $11.13B | 488.6M | $10.88B | 474.8M | +13.8M+2.91% | Add |
| JPMORGAN CHASE & CO |
| 0.29% | 0.31% | #343 | $5.22B | 228.1M | $4.89B | 213.7M | +14.4M+6.71% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.9% | 0.94% | #185 | $3.81B | 167.2M | $3.53B | 153.9M | +13.3M+8.65% | Add |
| LPL Financial LLC |
| 0.83% | 0.86% | #191 | $3.70B | 162.6M | $3.23B | 140.9M | +21.7M+15.42% | Add |
| TRUIST FINANCIAL CORP |
| 2.08% | 2.32% | #89 | $1.75B | 76.6M | $1.72B | 75.3M | +1.3M+1.75% | Add |
| PNC FINANCIAL SERVICES GROUP, INC. |
| 0.67% | 0.72% | #216 | $1.35B | 59.4M | $1.25B | 54.7M | +4.7M+8.66% | Add |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
| 0.16% | 0.09% | #432 | $1.19B | 52.3M | $584.7M | 25.5M | +26.8M+104.85% | Add |
| MORGAN STANLEY |
| 0.05% | 0.05% | #604 | $1.00B | 44.0M | $769.4M | 33.3M | +10.7M+32.29% | Add |
| ASSETMARK, INC |
| 1.07% | 1.22% | #156 | $624.7M | 27.4M | $599.7M | 26.2M | +1.2M+4.77% | Add |
| TIAA Wealth Investment Management LLC |
| 4.07% | 4.47% | #31 | $609.4M | 26.6M | $586.2M | 25.6M | +1.0M+4.06% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.96% | 1.14% | #170 | $580.2M | 25.9M | $521.4M | 23.0M | +2.9M+12.65% | Add |
| BlackRock, Inc. |
| 0.01% | 0.01% | #790 | $548.9M | 24.1M | $509.0M | 22.2M | +1.9M+8.46% | Add |
| Allworth Financial LP |
| 2.02% | 2.17% | #92 | $476.6M | 20.9M | $535.5M | 23.4M | -2.5M-10.49% | Reduce |
| Fund Evaluation Group, LLC |
| 11.33% | 12.67% | #3 | $419.7M | 18.4M | $412.4M | 18.0M | +424,642+2.36% | Add |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC |
| 1.24% | 1.21% | #138 | $360.4M | 15.8M | $314.6M | 13.7M | +2.1M+15.21% | Add |
| UBS Group AG |
| 0.03% | 0.03% | #663 | $260.3M | 11.4M | $216.1M | 9.4M | +2.0M+21.12% | Add |
| Cetera Investment Advisers |
| 0.23% | 0.25% | #372 | $248.1M | 10.9M | $232.2M | 10.1M | +753,628+7.44% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.05% | 0.04% | #615 | $242.9M | 10.6M | $180.2M | 7.9M | +2.7M+34.30% | Add |
| Morningstar Investment Management LLC |
| 14.72% | 14.87% | #2 | $240.2M | 10.5M | $240.2M | 10.5M | 00.00% | Unchanged |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| 1.27% | 1.4% | #136 | $230.6M | 10.1M | $227.5M | 9.9M | +198,039+1.99% | Add |
| TD PRIVATE CLIENT WEALTH LLC |
| 3.71% | 3.88% | #37 | $201.9M | 8.9M | $187.2M | 8.2M | +693,895+8.49% | Add |
| Envestnet Portfolio Solutions, Inc. |
| 0.94% | 1.01% | #175 | $195.5M | 8.6M | $182.5M | 8.0M | +617,450+7.75% | Add |
| Jordan Park Group LLC |
| 9.89% | 15.27% | #5 | $195.1M | 8.6M | $286.8M | 12.5M | -4.0M-31.58% | Reduce |
| MML INVESTORS SERVICES, LLC |
| 0.37% | 0.4% | #304 | $182.2M | 8.0M | $142.5M | 6.2M | +1.8M+28.58% | Add |
| Dynasty Wealth Management, LLC |
| 1.34% | 1.32% | #129 | $180.7M | 7.9M | $151.9M | 6.6M | +1.3M+19.65% | Add |
| Bank of New York Mellon Corp |
| 0.03% | 0.03% | #679 | $172.6M | 7.6M | $153.5M | 6.7M | +876,430+13.08% | Add |
| Janney Montgomery Scott LLC |
| 0.32% | 0.37% | #325 | $164.3M | 7.2M | $150.9M | 6.6M | +621,832+9.44% | Add |
| EP Wealth Advisors, LLC |
| 0.61% | 0.79% | #227 | $160.9M | 7.1M | $160.2M | 7.0M | +69,682+1.00% | Add |
| PARK AVENUE SECURITIES LLC |
| 0.93% | 1.06% | #176 | $149.3M | 6.6M | $135.7M | 5.9M | +631,839+10.67% | Add |
| Norinchukin Bank, The |
| 1.44% | 1.65% | #123 | $147.9M | 6.5M | $141.1M | 6.2M | +336,204+5.46% | Add |
| Merit Financial Group, LLC |
| 0.9% | 0.9% | #184 | $147.9M | 6.5M | $120.5M | 5.3M | +1.2M+23.45% | Add |
| FMR LLC |
| 0.01% | 0.01% | #804 | $144.6M | 6.3M | $145.5M | 6.4M | -2,274-0.04% | Reduce |
| NORTHERN TRUST CORP |
| 0.02% | 0.03% | #731 | $141.3M | 6.2M | $190.6M | 8.3M | -2.1M-25.45% | Reduce |
| BROWN ADVISORY INC |
| 0.21% | 0.23% | #382 | $137.1M | 6.0M | $139.8M | 6.1M | -82,006-1.34% | Reduce |
| ROYAL BANK OF CANADA |
| 0.02% | 0.02% | #716 | $127.5M | 5.6M | $123.9M | 5.4M | +188,067+3.48% | Add |
| Pathstone Holdings, LLC |
| 0.36% | 0.01% | #306 | $125.1M | 5.5M | $3.7M | 160,083 | +5.3M+3,329.16% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.17% | 0.19% | #416 | $113.1M | 5.0M | $111.4M | 4.9M | +104,212+2.14% | Add |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO |
| 0.08% | 0.06% | #549 | $111.7M | 4.9M | $77.2M | 3.4M | +1.5M+45.45% | Add |
| Wedmont Private Capital |
| 2.89% | 3.23% | #57 | $105.5M | 4.7M | $100.1M | 4.4M | +301,698+6.90% | Add |
| MCF Advisors LLC |
| 3.72% | 4.18% | #36 | $104.2M | 4.6M | $95.4M | 4.2M | +407,342+9.78% | Add |
| Sanctuary Advisors, LLC |
| 0.46% | 0.5% | #264 | $100.2M | 4.4M | $92.6M | 4.0M | +357,439+8.84% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.03% | 0.03% | #688 | $96.4M | 4.2M | $84.7M | 3.7M | +535,280+14.49% | Add |
| AE Wealth Management LLC |
| 0.42% | 0.45% | #285 | $89.9M | 3.9M | $83.5M | 3.6M | +300,587+8.24% | Add |
| Alesco Advisors, LLC, An ESL Co |
| 2.04% | 2.16% | #91 | $89.1M | 3.9M | $84.6M | 3.7M | +220,486+5.97% | Add |
| SYM FINANCIAL Corp |
| 7.04% | 8.52% | #11 | $87.6M | 3.8M | $85.3M | 3.7M | +121,682+3.27% | Add |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.13% | 0.13% | #453 | $85.1M | 3.7M | $72.6M | 3.2M | +567,489+17.92% | Add |
| NewEdge Advisors, LLC |
| 0.25% | 0.23% | #356 | $84.1M | 3.7M | $65.0M | 2.8M | +853,280+30.06% | Add |
| OSAIC HOLDINGS, INC. |
| 0.1% | 0.09% | #509 | $82.6M | 3.6M | $64.5M | 2.8M | +808,119+28.69% | Add |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. |
| 0.12% | 0.02% | #469 | $81.5M | 3.6M | $13.3M | 580,856 | +3.0M+515.99% | Add |
| Crestwood Advisors Group, LLC |
| 1.19% | 1.33% | #146 | $80.3M | 3.5M | $79.2M | 3.5M | +70,263+2.03% | Add |
