| Financial Engines Advisors L.L.C. |
| 6.54% | 6.88% | #17 | $3.69B | 69.3M | $3.39B | 63.7M | +5.6M+8.85% | Add |
| Roehl & Yi Investment Advisors, LLC |
| 0.33% | — | #177 | $945.5M | 945,471 | $0 | 0 | +945,471 | New Buy |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
| 0.11% | 0.11% | #280 | $801.2M | 15.1M | $742.0M | 13.9M | +1.1M+8.08% | Add |
| NORTHERN TRUST CORP |
| 0.08% | 0.09% | #297 | $694.3M | 13.1M | $655.7M | 12.3M | +736,341+5.98% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.11% | 0.12% | #277 | $471.9M | 8.9M | $445.2M | 8.4M | +509,916+6.10% | Add |
| ALLSTATE CORP |
| 4.38% | 2.46% | #23 | $438.9M | 8.3M | $230.3M | 4.3M | +3.9M+90.80% | Add |
| ASSETMARK, INC |
| 0.72% | 0.87% | #117 | $419.3M | 7.9M | $425.6M | 8.0M | -110,995-1.39% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| 0.02% | 0.02% | #432 | $341.2M | 6.4M | $332.2M | 6.2M | +174,977+2.80% | Add |
| MORGAN STANLEY |
| 0.02% | 0.02% | #452 | $335.8M | 6.3M | $303.2M | 5.6M | +710,499+12.68% | Add |
| One Capital Management, LLC |
| 8.74% | 8.53% | #9 | $311.1M | 5.8M | $311.1M | 5.8M | 00.00% | Unchanged |
| WELLS FARGO & COMPANY/MN |
| 0.04% | 0.05% | #366 | $277.7M | 5.2M | $267.6M | 5.0M | +195,244+3.88% | Add |
| UBS Group AG |
| 0.03% | 0.03% | #416 | $220.1M | 4.1M | $217.6M | 4.1M | +50,446+1.23% | Add |
| LPL Financial LLC |
| 0.05% | 0.05% | #361 | $217.3M | 4.1M | $193.6M | 3.6M | +449,567+12.36% | Add |
| Matson Money. Inc. |
| 5.66% | 5.97% | #18 | $203.4M | 3.8M | $194.7M | 3.7M | +161,977+4.42% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.04% | 0.04% | #387 | $186.9M | 3.5M | $185.7M | 3.5M | +24,245+0.69% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.05% | 0.05% | #358 | $184.3M | 3.5M | $175.4M | 3.3M | +170,260+5.16% | Add |
| ROYAL BANK OF CANADA |
| 0.02% | 0.03% | #429 | $164.3M | 3.1M | $153.7M | 2.9M | +201,903+6.99% | Add |
| TD PRIVATE CLIENT WEALTH LLC |
| 2.82% | 2.6% | #45 | $153.3M | 2.9M | $125.4M | 2.4M | +527,066+22.37% | Add |
| GOLDMAN SACHS GROUP INC |
| 0.01% | 0.01% | #486 | $149.8M | 2.8M | $85.8M | 1.6M | +1.2M+74.82% | Add |
| Focus Partners Wealth |
| 0.13% | 0.1% | #255 | $131.7M | 2.5M | $87.4M | 1.6M | +838,765+51.22% | Add |
| FMR LLC |
| 0.01% | 0.01% | #576 | $118.9M | 2.2M | $173.1M | 3.3M | -1.0M-31.22% | Reduce |
| Petersen Hastings Wealth Advisors Inc. |
| 9.37% | 9.6% | #7 | $111.7M | 2.1M | $104.8M | 2.0M | +132,235+6.72% | Add |
| Acropolis Investment Management, LLC |
| 4.97% | 4.94% | #19 | $111.4M | 2.1M | $111.7M | 2.1M | -5,297-0.25% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| 0.04% | 0.04% | #376 | $106.0M | 2.0M | $91.4M | 1.7M | +253,101+14.58% | Add |
| FRANKLIN RESOURCES INC |
| 0.02% | 0.02% | #434 | $104.8M | 2.0M | $102.7M | 1.9M | +40,388+2.09% | Add |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| 0.55% | 0.61% | #140 | $99.9M | 1.9M | $99.1M | 1.9M | +14,057+0.75% | Add |
| PNC FINANCIAL SERVICES GROUP, INC. |
| 0.05% | 0.06% | #360 | $98.9M | 1.9M | $98.2M | 1.8M | +16,584+0.90% | Add |
| GREENWOOD GEARHART LLC |
| 4.51% | 4.94% | #21 | $96.9M | 1.8M | $91.4M | 1.7M | +104,428+6.08% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| 0.12% | <0.01% | #266 | $95.8M | 1.8M | $2.0M | 36,789 | +1.8M+4,799.14% | Add |
| BlackRock, Inc. |
| <0.01% | <0.01% | #635 | $94.4M | 1.8M | $93.3M | 1.8M | +22,182+1.27% | Add |
| STIFEL FINANCIAL CORP |
| 0.07% | 0.08% | #311 | $89.2M | 1.7M | $88.9M | 1.7M | +7,585+0.45% | Add |
| HighTower Advisors, LLC |
| 0.08% | 0.08% | #296 | $84.0M | 1.6M | $78.0M | 1.5M | +113,046+7.71% | Add |
| Haverford Trust Co |
| 0.69% | 0.72% | #120 | $80.3M | 1.5M | $78.1M | 1.5M | +43,357+2.96% | Add |
| US BANCORP \DE\ |
| 0.08% | 0.08% | #303 | $70.4M | 1.3M | $68.8M | 1.3M | +30,794+2.38% | Add |
| TRUIST FINANCIAL CORP |
| 0.08% | 0.09% | #298 | $67.4M | 1.3M | $68.1M | 1.3M | -11,098-0.87% | Reduce |
| KEYBANK NATIONAL ASSOCIATION/OH |
| 0.22% | 0.23% | #218 | $65.5M | 1.2M | $64.1M | 1.2M | +28,704+2.38% | Add |
| RMG Wealth Management LLC |
| 6.77% | 6.63% | #15 | $65.5M | 1.3M | $57.5M | 1.1M | +173,208+16.04% | Add |
| Dakota Wealth Management |
| 1.24% | 1.26% | #79 | $65.2M | 1.2M | $58.3M | 1.1M | +130,977+11.95% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.11% | 0.12% | #281 | $63.9M | 1.2M | $57.0M | 1.1M | +140,903+13.14% | Add |
| MAI Capital Management |
| 0.24% | 0.33% | #204 | $63.6M | 1.2M | $57.8M | 1.1M | +110,620+10.19% | Add |
| Ally Invest Advisors Inc. |
| 3.79% | 4.05% | #31 | $62.8M | 1.2M | $60.1M | 1.1M | +51,832+4.59% | Add |
| Cetera Investment Advisers |
| 0.06% | 0.06% | #343 | $62.1M | 1.2M | $59.5M | 1.1M | +49,175+4.40% | Add |
| Horizon Investments, LLC |
| 0.59% | 0.63% | #132 | $56.5M | 1.1M | $57.0M | 1.1M | -7,501-0.69% | Reduce |
| MFA WEALTH ADVISORS, LLC |
| 9.23% | 9.29% | #8 | $54.2M | 1.0M | $47.2M | 887,369 | +131,520+14.82% | Add |
| Dodds Wealth, LLC |
| 11.05% | 11.62% | #3 | $49.1M | 923,932 | $47.3M | 889,218 | +34,714+3.90% | Add |
| Wealthspire Retirement, LLC |
| 2.47% | 2.76% | #49 | $45.0M | 846,629 | $45.9M | 863,357 | -16,728-1.94% | Reduce |
| Flagstone Financial Management |
| 10.03% | 10.7% | #6 | $44.8M | 843,498 | $43.1M | 809,747 | +33,751+4.17% | Add |
| Bank of New York Mellon Corp |
| 0.01% | 0.01% | #544 | $43.8M | 823,390 | $50.5M | 948,447 | -125,057-13.19% | Reduce |
| FIDUCIARY TRUST CO |
| 0.45% | 0.47% | #157 | $41.4M | 779,415 | $39.5M | 741,489 | +37,926+5.11% | Add |
| Kestra Advisory Services, LLC |
| 0.13% | 0.03% | #257 | $39.9M | 750,041 | $6.8M | 127,763 | +622,278+487.06% | Add |
