| JPMORGAN CHASE & CO |
| 0.83% | 0.89% | #239 | $15.05B | 310.2M | $13.79B | 288.5M | +21.6M+7.50% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.4% | 0.44% | #326 | $6.24B | 128.8M | $6.01B | 125.0M | +3.8M+3.04% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.7% | 0.76% | #261 | $2.98B | 61.5M | $2.85B | 59.2M | +2.3M+3.86% | Add |
| VANGUARD ADVISERS INC |
| 9.7% | 10.17% | #4 | $2.85B | 58.8M | $2.60B | 54.0M | +4.8M+8.96% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| 2.36% | 2.58% | #116 | $1.89B | 39.0M | $1.74B | 36.3M | +2.7M+7.46% | Add |
| Savant Capital, LLC |
| 5.46% | 4.19% | #30 | $1.86B | 38.5M | $867.7M | 18.1M | +20.5M+113.38% | Add |
| Vanguard Global Advisers, LLC |
| 0.5% | 0.53% | #304 | $1.06B | 21.9M | $981.0M | 20.4M | +1.5M+7.47% | Add |
| Betterment LLC |
| 1.66% | 1.77% | #152 | $983.2M | 20.3M | $932.2M | 19.4M | +900,942+4.64% | Add |
| VANGUARD CAPITAL MANAGEMENT LLC |
| 0.02% | 0.02% | #825 | $925.2M | 19.1M | $758.5M | 15.8M | +3.3M+21.01% | Add |
| SEI INVESTMENTS CO |
| 0.55% | 0.54% | #295 | $635.6M | 13.1M | $588.6M | 12.3M | +873,474+7.13% | Add |
| LPL Financial LLC |
| 0.12% | 0.14% | #520 | $555.4M | 11.5M | $539.5M | 11.2M | +240,581+2.14% | Add |
| ROYAL BANK OF CANADA |
| 0.07% | 0.08% | #617 | $501.6M | 10.4M | $465.0M | 9.7M | +680,387+7.03% | Add |
| Empower Advisory Group, LLC |
| 1.14% | 1.09% | #188 | $478.7M | 9.9M | $421.4M | 8.8M | +1.1M+12.72% | Add |
| ASSETMARK, INC |
| 0.62% | 0.63% | #278 | $363.3M | 7.5M | $307.1M | 6.4M | +1.1M+17.37% | Add |
| Bank of New York Mellon Corp |
| 0.06% | 0.06% | #657 | $352.7M | 7.3M | $346.8M | 7.2M | +66,172+0.92% | Add |
| Cetera Investment Advisers |
| 0.26% | 0.29% | #395 | $287.0M | 5.9M | $271.3M | 5.6M | +278,498+4.93% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| 0.02% | <0.01% | #805 | $278.6M | 5.8M | $1.0M | 21,300 | +5.7M+26,909.69% | Add |
| MORGAN STANLEY |
| 0.01% | 0.01% | #880 | $245.6M | 5.1M | $211.0M | 4.3M | +806,104+18.90% | Add |
| LINCOLN NATIONAL CORP |
| 5.97% | 6.55% | #23 | $233.2M | 4.8M | $226.2M | 4.7M | +106,727+2.27% | Add |
| &PARTNERS |
| 0.86% | 0.94% | #233 | $209.6M | 4.3M | $190.6M | 4.0M | +366,156+9.25% | Add |
| Envestnet Portfolio Solutions, Inc. |
| 0.96% | 1.07% | #211 | $201.3M | 4.2M | $194.2M | 4.0M | +114,975+2.84% | Add |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC |
| 0.6% | 0.6% | #288 | $173.1M | 3.6M | $155.1M | 3.2M | +345,635+10.71% | Add |
| ALLIANCEBERNSTEIN L.P. |
| 0.06% | 0.12% | #663 | $166.8M | 3.5M | $370.1M | 7.7M | -4.2M-54.67% | Reduce |
| VOYA INVESTMENT MANAGEMENT LLC |
| 0.14% | 0.16% | #502 | $160.7M | 3.3M | $151.2M | 3.1M | +169,983+5.40% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.35% | 0.37% | #344 | $152.1M | 3.1M | $144.8M | 3.0M | +127,641+4.24% | Add |
| Ally Invest Advisors Inc. |
| 7.79% | 8.21% | #14 | $128.9M | 2.7M | $122.0M | 2.5M | +122,349+4.82% | Add |
| Beacon Pointe Advisors, LLC |
| 0.56% | 0.63% | #294 | $121.3M | 2.5M | $119.7M | 2.5M | +13,341+0.54% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.02% | 0.03% | #792 | $117.7M | 2.4M | $138.9M | 2.9M | -489,105-16.73% | Reduce |
| HANTZ FINANCIAL SERVICES, INC. |
| 1.53% | 1.45% | #164 | $113.1M | 2.3M | $91.8M | 1.9M | +425,256+22.27% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.03% | 0.03% | #764 | $106.3M | 2.2M | $100.2M | 2.1M | +109,406+5.25% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.2% | 0.22% | #442 | $99.4M | 2.1M | $80.3M | 1.7M | +380,588+22.77% | Add |
| Janney Montgomery Scott LLC |
| 0.19% | 0.23% | #456 | $98.5M | 2.0M | $94.1M | 2.0M | +75,654+3.86% | Add |
| FRANKLIN RESOURCES INC |
| 0.02% | 0.01% | #828 | $95.1M | 2.0M | $41.9M | 872,899 | +1.1M+124.94% | Add |
| Mirae Asset Global Investments Co., Ltd. |
| 0.13% | 0.24% | #508 | $90.0M | 1.9M | $83.3M | 1.7M | +124,746+7.19% | Add |
| OSAIC HOLDINGS, INC. |
| 0.1% | 0.12% | #559 | $86.7M | 1.8M | $84.3M | 1.8M | +35,781+2.04% | Add |
| Cerity Partners LLC |
| 0.1% | 0.09% | #563 | $82.8M | 1.7M | $65.8M | 1.4M | +340,328+24.84% | Add |
| Symmetry Partners, LLC |
| 3.93% | 4.08% | #55 | $77.2M | 1.6M | $71.4M | 1.5M | +107,654+7.25% | Add |
| TRUIST FINANCIAL CORP |
| 0.09% | 0.1% | #580 | $76.3M | 1.6M | $74.1M | 1.5M | +31,782+2.06% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.01% | 0.02% | #891 | $75.3M | 1.6M | $98.8M | 2.1M | -500,278-24.33% | Reduce |
| Hardy Reed LLC |
| 4.78% | 5.1% | #40 | $74.4M | 1.5M | $69.9M | 1.5M | +81,916+5.63% | Add |
| Prime Capital Investment Advisors, LLC |
| 0.67% | 0.76% | #269 | $68.9M | 1.4M | $66.0M | 1.4M | +49,540+3.61% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.61% | 0.62% | #281 | $65.2M | 1.3M | $55.9M | 1.2M | +183,644+15.79% | Add |
| Pure Financial Advisors, LLC |
| 0.83% | 0.87% | #237 | $64.8M | 1.3M | $60.0M | 1.2M | +90,217+7.23% | Add |
| Kestra Investment Management, LLC |
| 1.25% | 1.79% | #182 | $64.8M | 1.3M | $103.9M | 2.2M | -825,522-38.16% | Reduce |
| Partners in Financial Planning |
| 9.46% | 9.85% | #5 | $62.4M | 1.3M | $59.4M | 1.2M | +51,846+4.19% | Add |
| JANE STREET GROUP, LLC |
| 0.01% | <0.01% | #968 | $62.1M | 1.3M | $24.2M | 502,714 | +780,127+155.18% | Add |
| CreativeOne Wealth, LLC |
| 1.24% | 1.28% | #184 | $57.4M | 1.2M | $55.1M | 1.1M | +38,631+3.37% | Add |
| Burton Enright Welch |
| 6.68% | 6.67% | #19 | $56.9M | 1.2M | $49.1M | 1.0M | +153,267+15.01% | Add |
| CX Institutional |
| 1.62% | 2.03% | #157 | $56.1M | 1.2M | $66.7M | 1.4M | -228,180-16.44% | Reduce |
| Capstone Financial Advisors, Inc. |
| 2.65% | 2.83% | #105 | $54.5M | 1.1M | $52.5M | 1.1M | +32,268+2.95% | Add |
