| ENVESTNET ASSET MANAGEMENT INC |
| 1.96% | 1.65% | #110 | $8.31B | 180.0M | $6.15B | 133.1M | +46.9M+35.26% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 1.62% | 1.75% | #131 | $4.05B | 87.5M | $3.65B | 79.6M | +7.9M+9.95% | Add |
| BlackRock, Inc. |
| 0.06% | 0.06% | #560 | $3.79B | 82.0M | $3.27B | 70.8M | +11.3M+15.94% | Add |
| LPL Financial LLC |
| 0.64% | 0.58% | #257 | $2.87B | 62.2M | $2.18B | 47.3M | +14.9M+31.49% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.38% | 0.43% | #324 | $2.33B | 50.5M | $2.29B | 49.6M | +900,704+1.82% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.82% | 0.86% | #220 | $1.54B | 33.4M | $1.40B | 30.3M | +3.1M+10.16% | Add |
| MORGAN STANLEY |
| 0.08% | 0.06% | #530 | $1.43B | 31.0M | $1.06B | 22.8M | +8.3M+36.32% | Add |
| JPMORGAN CHASE & CO |
| 0.06% | 0.05% | #554 | $1.05B | 22.6M | $825.6M | 17.9M | +4.7M+26.35% | Add |
| Mariner, LLC |
| 1% | 1.02% | #195 | $957.3M | 20.7M | $875.2M | 18.9M | +1.8M+9.47% | Add |
| Envestnet Portfolio Solutions, Inc. |
| 3.75% | 3.21% | #55 | $781.7M | 16.9M | $579.1M | 12.5M | +4.4M+35.09% | Add |
| Bank of New York Mellon Corp |
| 0.11% | 0.09% | #487 | $663.7M | 14.4M | $506.9M | 11.0M | +3.4M+31.04% | Add |
| Cetera Investment Advisers |
| 0.56% | 0.49% | #275 | $615.5M | 13.3M | $463.9M | 10.0M | +3.3M+32.80% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.12% | 0.12% | #471 | $601.3M | 13.0M | $533.1M | 11.5M | +1.5M+12.95% | Add |
| PARK AVENUE SECURITIES LLC |
| 3.72% | 3.23% | #56 | $596.0M | 12.9M | $413.7M | 9.0M | +4.0M+44.18% | Add |
| MML INVESTORS SERVICES, LLC |
| 1.07% | 0.93% | #180 | $526.4M | 11.4M | $335.6M | 7.3M | +4.1M+56.99% | Add |
| Janney Montgomery Scott LLC |
| 0.94% | 0.88% | #199 | $487.7M | 10.6M | $356.3M | 7.7M | +2.9M+36.99% | Add |
| OneDigital Investment Advisors LLC |
| 3.3% | 3.43% | #65 | $391.2M | 8.5M | $350.6M | 7.6M | +886,438+11.68% | Add |
| SigFig Wealth Management, LLC |
| 6.76% | 7.09% | #18 | $254.9M | 5.5M | $241.8M | 5.2M | +268,505+5.13% | Add |
| Wealthspire Advisors, LLC |
| 1.39% | 1.71% | #149 | $253.0M | 5.5M | $218.4M | 4.7M | +755,807+15.99% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.07% | 0.07% | #538 | $247.2M | 5.4M | $228.1M | 4.9M | +417,848+8.46% | Add |
| Kestra Investment Management, LLC |
| 4.77% | 6.09% | #43 | $246.3M | 5.3M | $353.2M | 7.6M | -2.3M-30.20% | Reduce |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| 1.3% | 1.17% | #152 | $236.8M | 5.1M | $189.5M | 4.1M | +1.0M+25.16% | Add |
| Johnson Financial Group, Inc. |
| 7.77% | 8.45% | #9 | $236.3M | 5.1M | $233.4M | 5.1M | +66,915+1.32% | Add |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 2.37% | 2.16% | #91 | $230.5M | 5.0M | $174.4M | 3.8M | +1.2M+32.24% | Add |
| ROYAL BANK OF CANADA |
| 0.03% | 0.03% | #609 | $230.2M | 5.0M | $198.5M | 4.3M | +689,887+16.05% | Add |
| GeoWealth Management, LLC |
| 6.95% | 7.76% | #16 | $221.0M | 4.8M | $215.4M | 4.7M | +123,561+2.65% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #692 | $211.6M | 4.6M | $116.5M | 2.5M | +2.1M+81.77% | Add |
| NewEdge Advisors, LLC |
| 0.57% | 0.52% | #274 | $189.7M | 4.1M | $142.6M | 3.1M | +1.0M+33.14% | Add |
| STIFEL FINANCIAL CORP |
| 0.15% | 0.12% | #444 | $179.0M | 3.9M | $135.2M | 2.9M | +952,754+32.56% | Add |
| Savvy Advisors, Inc. |
| 3.77% | 4.12% | #54 | $177.3M | 3.8M | $154.4M | 3.3M | +499,298+14.93% | Add |
| First Command Advisory Services, Inc. |
| 1% | 0.97% | #193 | $167.8M | 3.6M | $143.5M | 3.1M | +528,622+17.01% | Add |
| JB Capital LLC |
| 5.62% | 4.69% | #33 | $162.4M | 3.5M | $116.0M | 2.5M | +1.0M+40.05% | Add |
| OSAIC HOLDINGS, INC. |
| 0.18% | 0.19% | #413 | $152.4M | 3.3M | $128.1M | 2.8M | +529,886+19.11% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.19% | 0.19% | #409 | $148.0M | 3.2M | $137.0M | 3.0M | +241,731+8.15% | Add |
| Sanctuary Advisors, LLC |
| 0.68% | 0.67% | #249 | $146.1M | 3.2M | $123.2M | 2.7M | +498,242+18.68% | Add |
| Mason & Associates, LLC |
| 28.29% | 30.64% | #1 | $136.0M | 2.9M | $133.8M | 2.9M | +48,698+1.68% | Add |
| UBS Group AG |
| 0.02% | 0.02% | #676 | $129.3M | 2.8M | $130.1M | 2.8M | -15,512-0.55% | Reduce |
| Farther Finance Advisors, LLC |
| 0.93% | 0.94% | #204 | $119.8M | 2.6M | $99.7M | 2.2M | +430,662+19.90% | Add |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.18% | 0.15% | #415 | $112.1M | 2.4M | $86.0M | 1.9M | +566,561+30.40% | Add |
| Integrated Wealth Concepts LLC |
| 0.54% | 0.48% | #277 | $110.9M | 2.4M | $60.4M | 1.3M | +1.1M+83.69% | Add |
| VICTORY CAPITAL MANAGEMENT INC |
| 0.06% | 0.07% | #546 | $110.7M | 2.4M | $110.8M | 2.4M | 00.00% | Unchanged |
| TRUIST FINANCIAL CORP |
| 0.13% | 0.11% | #462 | $106.6M | 2.3M | $81.3M | 1.8M | +549,138+31.19% | Add |
| Symmetry Partners, LLC |
| 5.23% | 5.93% | #36 | $102.6M | 2.2M | $103.9M | 2.2M | -25,663-1.14% | Reduce |
| ASSETMARK, INC |
| 0.17% | 0.18% | #421 | $99.8M | 2.2M | $86.1M | 1.9M | +297,551+15.96% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.22% | 0.19% | #388 | $94.8M | 2.1M | $74.9M | 1.6M | +433,052+26.71% | Add |
| Allworth Financial LP |
| 0.4% | 0.46% | #318 | $93.5M | 2.0M | $113.5M | 2.5M | -431,397-17.56% | Reduce |
| FIFTH THIRD BANCORP |
| 0.15% | 0.03% | #445 | $91.4M | 2.0M | $14.8M | 320,758 | +1.7M+517.37% | Add |
| Compass Ion Advisors, LLC |
| 7.12% | 7.73% | #15 | $82.6M | 1.8M | $81.1M | 1.8M | +33,700+1.92% | Add |
| Prime Capital Investment Advisors, LLC |
| 0.74% | 0.02% | #235 | $76.5M | 1.7M | $1.8M | 38,778 | +1.6M+4,175.42% | Add |
| SOFI WEALTH, LLC |
| 3% | 3.46% | #74 | $74.6M | 1.6M | $71.8M | 1.6M | +62,139+4.00% | Add |
