| BANK OF AMERICA CORP /DE/ |
| 0.1% | 0.09% | #305 | $1.48B | 25.2M | $1.30B | 25.5M | -326,058-1.28% | Reduce |
| BANK OF MONTREAL /CAN/ |
| 0.48% | 0.47% | #130 | $1.44B | 24.5M | $1.23B | 24.2M | +278,739+1.15% | Add |
| MORGAN STANLEY |
| 0.04% | 0.03% | #440 | $686.1M | 11.6M | $473.0M | 9.9M | +1.7M+17.28% | Add |
| LPL Financial LLC |
| 0.13% | 0.12% | #265 | $566.6M | 9.6M | $440.8M | 8.7M | +940,837+10.84% | Add |
| Harel Insurance Investments & Financial Services Ltd. |
| 2.56% | 3.08% | #29 | $526.6M | 8.9M | $454.1M | 8.9M | 00.00% | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.07% | 0.06% | #346 | $299.9M | 5.1M | $207.7M | 4.1M | +1.0M+24.50% | Add |
| JPMORGAN CHASE & CO |
| 0.01% | 0.02% | #560 | $263.4M | 4.5M | $315.3M | 6.4M | -1.9M-29.88% | Reduce |
| CIBC Bancorp USA Inc. |
| 0.3% | 0.27% | #166 | $248.1M | 4.2M | $199.8M | 3.9M | +278,717+7.08% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.03% | 0.03% | #447 | $212.0M | 3.6M | $167.1M | 3.3M | +308,957+9.40% | Add |
| Focus Partners Wealth |
| 0.18% | 0.03% | #213 | $180.4M | 3.1M | $30.0M | 590,378 | +2.5M+418.52% | Add |
| MEITAV INVESTMENT HOUSE LTD |
| 1.12% | 0.68% | #65 | $167.0M | 2.8M | $62.0M | 1.2M | +1.6M+131.94% | Add |
| RiverFront Investment Group, LLC |
| 2.12% | 1.28% | #35 | $160.4M | 2.7M | $82.6M | 1.6M | +1.1M+67.45% | Add |
| UBS Group AG |
| 0.02% | 0.02% | #532 | $139.4M | 2.4M | $125.1M | 2.5M | -96,770-3.93% | Reduce |
| PRINCIPAL FINANCIAL GROUP INC |
| 0.07% | 0.04% | #355 | $137.1M | 2.3M | $79.6M | 1.6M | +759,000+48.42% | Add |
| OSAIC HOLDINGS, INC. |
| 0.15% | 0.15% | #242 | $131.3M | 2.2M | $101.7M | 2.0M | +227,929+11.39% | Add |
| ROYAL BANK OF CANADA |
| 0.02% | 0.01% | #538 | $116.0M | 2.0M | $81.8M | 1.6M | +358,435+22.25% | Add |
| WADDELL & ASSOCIATES, LLC |
| 5.73% | 5.64% | #4 | $115.7M | 2.0M | $100.0M | 2.0M | -4,326-0.22% | Reduce |
| Clal Insurance Enterprises Holdings Ltd |
| 0.5% | 0.58% | #128 | $110.3M | 1.9M | $95.1M | 1.9M | 00.00% | Unchanged |
| RAYMOND JAMES FINANCIAL INC |
| 0.03% | 0.02% | #471 | $109.7M | 1.9M | $78.1M | 1.5M | +325,331+21.17% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.06% | 0.05% | #373 | $109.4M | 1.9M | $88.3M | 1.7M | +118,138+6.80% | Add |
| Moss Adams Wealth Advisors LLC |
| 6.81% | 6.75% | #2 | $109.0M | 1.8M | $92.3M | 1.8M | +30,612+1.68% | Add |
| Cetera Investment Advisers |
| 0.09% | 0.07% | #311 | $100.1M | 1.7M | $65.9M | 1.3M | +401,860+30.97% | Add |
| Kestra Investment Management, LLC |
| 1.88% | 2.36% | #44 | $97.0M | 1.6M | $136.9M | 2.7M | -1.0M-38.92% | Reduce |
| AMERIPRISE FINANCIAL INC |
| 0.02% | 0.01% | #544 | $82.9M | 1.4M | $61.1M | 1.2M | +204,070+16.97% | Add |
| AXXCESS WEALTH MANAGEMENT, LLC |
| 0.99% | 1.66% | #80 | $62.4M | 1.1M | $51.7M | 1.0M | +40,665+3.99% | Add |
| Capital Asset Advisory Services LLC |
| 2.19% | 2.09% | #33 | $60.6M | 1.0M | $54.6M | 983,958 | +44,143+4.49% | Add |
| Kestra Advisory Services, LLC |
| 0.19% | 0.17% | #209 | $60.3M | 1.0M | $44.5M | 875,996 | +147,897+16.88% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.07% | 0.07% | #335 | $59.3M | 1.0M | $51.6M | 1.0M | -9,038-0.89% | Reduce |
| EVERGREEN CAPITAL MANAGEMENT LLC |
| 0.95% | 0.97% | #84 | $54.2M | 918,222 | $44.6M | 876,826 | +41,396+4.72% | Add |
| Treasurer of the State of North Carolina |
| 0.14% | — | #255 | $53.3M | 904,346 | $0 | 0 | +904,346 | New Buy |
| Mariner, LLC |
| 0.05% | 0.05% | #383 | $51.8M | 878,989 | $46.3M | 911,557 | -32,568-3.57% | Reduce |
| HighTower Advisors, LLC |
| 0.05% | 0.05% | #395 | $51.3M | 871,355 | $42.5M | 837,150 | +34,205+4.09% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.1% | 0.09% | #294 | $49.7M | 844,313 | $33.8M | 665,439 | +178,874+26.88% | Add |
| VAN ECK ASSOCIATES CORP |
| 0.03% | 0.06% | #481 | $46.1M | 782,638 | $75.9M | 1.5M | -711,194-47.61% | Reduce |
| FIRST INTERSTATE BANK |
| 2.32% | 2.18% | #32 | $44.5M | 755,645 | $38.8M | 763,387 | -7,742-1.01% | Reduce |
| EP Wealth Advisors, LLC |
| 0.17% | 0.19% | #229 | $43.8M | 743,811 | $37.8M | 743,935 | -124-0.02% | Reduce |
| Composition Wealth, LLC |
| 0.5% | — | #125 | $42.9M | 728,078 | $0 | 0 | +728,078 | New Buy |
| Mirae Asset Global Investments Co., Ltd. |
| 0.06% | 0.07% | #365 | $41.4M | 703,288 | $24.9M | 490,952 | +212,336+43.25% | Add |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD |
| 1.57% | 2.16% | #49 | $38.2M | 647,770 | $32.9M | 647,770 | 00.00% | Unchanged |
| Destination Wealth Management |
| 0.85% | 0.83% | #93 | $36.6M | 621,076 | $32.0M | 630,654 | -9,578-1.52% | Reduce |
| Evolution Wealth Advisors, LLC |
| 4.2% | 3.14% | #11 | $35.9M | 609,894 | $30.8M | 606,022 | +3,872+0.64% | Add |
| Pacific Life Fund Advisors LLC |
| 3.85% | — | #16 | $35.0M | 594,414 | $0 | 0 | +594,414 | New Buy |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.54% | 0.52% | #118 | $34.0M | 577,813 | $28.9M | 567,871 | +9,942+1.75% | Add |
| Cooper Financial Group |
| 2.82% | 2.83% | #26 | $34.0M | 576,388 | $28.0M | 551,407 | +24,981+4.53% | Add |
| Rockefeller Capital Management L.P. |
| 0.05% | 0.05% | #391 | $33.6M | 570,265 | $27.7M | 544,594 | +25,671+4.71% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.07% | 0.06% | #339 | $31.9M | 540,617 | $24.4M | 479,784 | +60,833+12.68% | Add |
| STIFEL FINANCIAL CORP |
| 0.02% | 0.02% | #499 | $29.6M | 501,911 | $18.4M | 362,195 | +139,716+38.57% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.15% | 0.09% | #248 | $29.1M | 493,294 | $16.9M | 333,425 | +159,869+47.95% | Add |
| Ameritas Advisory Services, LLC |
| 0.56% | 0.69% | #113 | $27.8M | 472,633 | $17.8M | 350,534 | +122,099+34.83% | Add |
| Janney Montgomery Scott LLC |
| 0.05% | 0.05% | #384 | $27.7M | 470,344 | $19.3M | 380,581 | +89,763+23.59% | Add |
