| BlackRock, Inc. |
| 0.21% | 0.2% | #777 | $14.12B | 85.9M | $11.38B | 79.9M | +6.0M+7.54% | Add |
| WELLS FARGO & COMPANY/MN |
| 1.77% | 1.77% | #208 | $10.94B | 66.6M | $9.40B | 66.0M | +628,868+0.95% | Add |
| Wealthfront Advisers LLC |
| 4.73% | 4.49% | #110 | $2.46B | 15.0M | $2.05B | 14.4M | +613,862+4.27% | Add |
| Betterment LLC |
| 2.87% | 2.86% | #149 | $1.70B | 10.3M | $1.51B | 10.6M | -279,569-2.63% | Reduce |
| MORGAN STANLEY |
| 0.09% | 0.09% | #1139 | $1.67B | 10.2M | $1.56B | 10.7M | -539,900-5.04% | Reduce |
| ALLIANCEBERNSTEIN L.P. |
| 0.54% | 0.51% | #449 | $1.60B | 11.2M | $1.58B | 10.7M | +568,302+5.34% | Add |
| Focus Partners Wealth |
| 1.44% | 1.06% | #241 | $1.40B | 8.5M | $953.5M | 6.7M | +1.8M+27.67% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.07% | 0.07% | #1259 | $1.08B | 6.5M | $942.7M | 6.6M | -71,339-1.08% | Reduce |
| LPL Financial LLC |
| 0.24% | 0.22% | #715 | $1.08B | 6.5M | $844.5M | 5.9M | +616,750+10.40% | Add |
| Focus Partners Advisor Solutions, LLC |
| 8.16% | 7.77% | #75 | $962.4M | 5.9M | $770.9M | 5.4M | +443,068+8.18% | Add |
| ALLSTATE CORP |
| 8.66% | 8.14% | #73 | $867.3M | 5.3M | $761.3M | 5.3M | -65,037-1.22% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.16% | 0.16% | #882 | $686.3M | 4.2M | $603.0M | 4.2M | -55,877-1.32% | Reduce |
| Blue Trust, Inc. |
| 6.41% | 6.31% | #89 | $672.0M | 4.1M | $551.6M | 3.9M | +218,283+5.64% | Add |
| SigFig Wealth Management, LLC |
| 17.59% | 16.88% | #25 | $663.7M | 4.1M | $575.8M | 4.0M | +27,921+0.69% | Add |
| Ballentine Partners, LLC |
| 6.32% | 6.32% | #90 | $517.4M | 3.1M | $453.7M | 3.2M | -35,458-1.11% | Reduce |
| Auto-Owners Insurance Co |
| 11.27% | 10.72% | #46 | $499.0M | 3.0M | $512.1M | 3.6M | -557,570-15.51% | Reduce |
| AlTi Global, Inc. |
| 10.16% | 8.98% | #59 | $491.5M | 3.0M | $413.2M | 2.9M | +91,475+3.15% | Add |
| Acorns Advisers, LLC |
| 2.82% | 2.79% | #150 | $433.2M | 2.6M | $375.1M | 2.7M | -5,885-0.22% | Reduce |
| Norinchukin Bank, The |
| 3.59% | 3.73% | #130 | $369.0M | 2.2M | $320.0M | 2.2M | 00.00% | Unchanged |
| Single Point Partners, LLC |
| 33.96% | 0.79% | #5 | $366.4M | 2.2M | $13.2M | 2.2M | +1,610+0.07% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.07% | 0.06% | #1244 | $348.8M | 2.1M | $273.4M | 1.9M | +203,209+10.58% | Add |
| Creative Planning |
| 0.2% | 0.2% | #799 | $339.0M | 2.1M | $291.9M | 2.0M | +14,398+0.70% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.09% | 0.09% | #1133 | $330.0M | 2.0M | $277.6M | 1.9M | +60,321+3.10% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.12% | 0.07% | #1009 | $302.3M | 1.9M | $137.6M | 990,403 | +888,977+89.76% | Add |
| Cerity Partners LLC |
| 0.36% | 0.37% | #561 | $302.0M | 1.8M | $265.6M | 1.9M | -26,071-1.40% | Reduce |
| Allworth Financial LP |
| 1.28% | 1.13% | #261 | $301.6M | 1.8M | $277.6M | 1.9M | -112,930-5.79% | Reduce |
| SENTINEL TRUST CO LBA |
| 25.86% | 26.81% | #10 | $292.0M | 1.8M | $256.9M | 1.8M | -26,213-1.45% | Reduce |
| JPMORGAN CHASE & CO |
| 0.02% | 0.02% | #1698 | $291.6M | 1.8M | $242.4M | 1.8M | +35,020+2.00% | Add |
| STIFEL FINANCIAL CORP |
| 0.24% | 0.22% | #723 | $286.1M | 1.7M | $239.8M | 1.7M | +57,923+3.44% | Add |
| Lido Advisors, LLC |
| 0.73% | 0.75% | #380 | $268.5M | 1.6M | $243.7M | 1.7M | -76,422-4.47% | Reduce |
| Evensky & Katz LLC |
| 13.54% | 12.81% | #35 | $262.2M | 1.6M | $225.2M | 1.6M | +15,486+0.98% | Add |
| OSAIC HOLDINGS, INC. |
| 0.3% | 0.31% | #638 | $255.6M | 1.6M | $211.2M | 1.5M | +73,205+4.94% | Add |
| Prime Capital Investment Advisors, LLC |
| 2.41% | 2.66% | #172 | $249.2M | 1.5M | $230.2M | 1.6M | -99,174-6.14% | Reduce |
| Provenance Wealth Advisors, LLC |
| 23.39% | 22.77% | #15 | $245.5M | 1.5M | $215.1M | 1.5M | -15,786-1.05% | Reduce |
| CAPTRUST FINANCIAL ADVISORS |
| 0.37% | 0.38% | #553 | $244.9M | 1.5M | $216.3M | 1.5M | -28,063-1.85% | Reduce |
| CISCO SYSTEMS, INC. |
| 52.6% | 61.65% | #1 | $213.1M | 1.3M | $195.5M | 1.4M | -75,000-5.46% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.27% | 0.26% | #683 | $211.7M | 1.3M | $183.8M | 1.3M | -1,789-0.14% | Reduce |
| TD Capital Management LLC |
| 17.12% | 17.17% | #27 | $209.4M | 1.3M | $190.8M | 1.3M | -64,926-4.85% | Reduce |
| Zhang Financial LLC |
| 5.98% | 5.82% | #95 | $204.8M | 1.2M | $168.3M | 1.2M | +64,477+5.46% | Add |
| Goldstein Advisors, LLC |
| 18.7% | 12.23% | #20 | $204.6M | 1.2M | $110.1M | 772,851 | +472,861+61.18% | Add |
| LJI Wealth Management, LLC |
| 27.24% | 27.79% | #8 | $194.5M | 1.2M | $174.0M | 1.2M | -37,475-3.07% | Reduce |
| ROYAL BANK OF CANADA |
| 0.03% | 0.03% | #1583 | $187.5M | 1.1M | $164.0M | 1.2M | -9,949-0.86% | Reduce |
| Disciplina Capital Management LLC |
| 19.36% | 20.29% | #19 | $187.4M | 1.1M | $191.4M | 1.3M | -203,186-15.12% | Reduce |
| Constellation Investments, Inc. |
| 5.72% | 5.24% | #101 | $182.0M | 1.1M | $157.8M | 1.1M | 00.00% | Unchanged |
| Parallel Advisors, LLC |
| 2.77% | 2.92% | #153 | $181.8M | 1.1M | $162.6M | 1.1M | -34,640-3.03% | Reduce |
| Tanager Wealth Management LLP |
| 15.74% | 15.26% | #32 | $180.8M | 1.1M | $157.7M | 1.1M | -6,699-0.60% | Reduce |
| FMR LLC |
| 0.01% | 0.01% | #1821 | $179.3M | 1.1M | $149.7M | 1.1M | +40,621+3.87% | Add |
| Mesirow Financial Investment Management, Inc. |
| 2.78% | 2.43% | #152 | $176.9M | 1.1M | $150.2M | 1.1M | +21,974+2.08% | Add |
| Mariner, LLC |
| 0.18% | 0.18% | #837 | $172.9M | 1.1M | $155.6M | 1.1M | -42,865-3.91% | Reduce |
| Stratos Investment Management, LLC |
| 6.22% | 5.88% | #92 | $172.2M | 1.0M | $146.6M | 1.0M | +18,581+1.81% | Add |
