| LPL Financial LLC |
| 0.01% | 0.01% | #135 | $59.2M | 1.4M | $53.3M | 1.3M | +89,130+7.06% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #149 | $40.7M | 930,697 | $36.5M | 865,403 | +65,294+7.54% | Add |
| Savant Capital, LLC |
| 0.08% | 0.07% | #56 | $28.2M | 656,349 | $14.0M | 330,421 | +325,928+98.64% | Add |
| Envestnet Portfolio Solutions, Inc. |
| 0.13% | 0.14% | #41 | $27.7M | 633,085 | $24.9M | 590,373 | +42,712+7.23% | Add |
| OSAIC HOLDINGS, INC. |
| 0.03% | 0.03% | #96 | $27.2M | 622,405 | $21.0M | 496,523 | +125,882+25.35% | Add |
| Cetera Investment Advisers |
| 0.02% | 0.02% | #113 | $25.4M | 581,318 | $23.2M | 550,392 | +30,926+5.62% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #212 | $24.1M | 550,651 | $24.5M | 579,698 | -29,047-5.01% | Reduce |
| Wilmington Savings Fund Society, FSB |
| 0.49% | 0.55% | #15 | $22.0M | 503,359 | $23.0M | 543,977 | -40,618-7.47% | Reduce |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC |
| 0.07% | 0.07% | #63 | $19.9M | 455,686 | $17.7M | 419,358 | +36,328+8.66% | Add |
| ASSETMARK, INC |
| 0.03% | 0.04% | #94 | $19.4M | 442,806 | $19.0M | 450,749 | -7,943-1.76% | Reduce |
| Cerity Partners LLC |
| 0.02% | 0.02% | #127 | $14.8M | 338,835 | $14.3M | 338,361 | +474+0.14% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #196 | $14.5M | 330,645 | $14.1M | 334,484 | -3,839-1.15% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #230 | $11.7M | 266,311 | $10.4M | 257,802 | +8,509+3.30% | Add |
| Creative Planning |
| 0.01% | 0.01% | #162 | $11.3M | 259,010 | $11.6M | 274,350 | -15,340-5.59% | Reduce |
| COMMERCE BANK |
| 0.05% | 0.04% | #82 | $10.4M | 238,197 | $9.2M | 218,563 | +19,634+8.98% | Add |
| PARK AVENUE SECURITIES LLC |
| 0.06% | 0.08% | #66 | $10.3M | 235,610 | $10.0M | 237,625 | -2,015-0.85% | Reduce |
| N.E.W. Advisory Services LLC |
| 0.65% | 0.72% | #10 | $9.8M | 223,623 | $9.6M | 228,502 | -4,879-2.14% | Reduce |
| FMR LLC |
| <0.01% | <0.01% | #243 | $7.7M | 175,443 | $6.9M | 163,638 | +11,805+7.21% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | — | #232 | $7.2M | 163,857 | $0 | 0 | +163,857 | New Buy |
| Cambridge Investment Research Advisors, Inc. |
| 0.02% | 0.01% | #132 | $6.8M | 155,342 | $5.2M | 122,115 | +33,227+27.21% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #224 | $6.0M | 137,293 | $5.7M | 134,116 | +3,177+2.37% | Add |
| RTD Financial Advisors, Inc. |
| 0.6% | 0.65% | #12 | $5.5M | 124,894 | $5.3M | 125,635 | -741-0.59% | Reduce |
| EP Wealth Advisors, LLC |
| 0.02% | — | #116 | $5.3M | 121,785 | $0 | 0 | +121,785 | New Buy |
| MAI Capital Management |
| 0.02% | 0.03% | #121 | $5.2M | 119,445 | $4.6M | 109,993 | +9,452+8.59% | Add |
| Equitable Holdings, Inc. |
| 0.03% | 0.03% | #103 | $4.9M | 111,608 | $4.6M | 112,294 | -686-0.61% | Reduce |
| BIP Wealth, LLC |
| 0.13% | 0.17% | #40 | $4.7M | 107,412 | $4.2M | 99,648 | +7,764+7.79% | Add |
| Eagle Bluffs Wealth Management LLC |
| 1.56% | 1.74% | #2 | $4.7M | 106,873 | $4.5M | 105,668 | +1,205+1.14% | Add |
| Modera Wealth Management, LLC |
| 0.05% | 0.05% | #78 | $4.7M | 106,845 | $4.5M | 107,234 | -389-0.36% | Reduce |
| CarsonAllaria Wealth Management, Ltd. |
| 1.98% | 2.19% | #1 | $4.6M | 104,256 | $4.4M | 104,792 | -536-0.51% | Reduce |
| TOBIAS FINANCIAL ADVISORS, INC. |
| 0.5% | 0.53% | #14 | $3.9M | 89,497 | $3.8M | 90,669 | -1,172-1.29% | Reduce |
| McAdam, LLC |
| 0.14% | 0.17% | #39 | $3.6M | 81,910 | $3.7M | 87,116 | -5,206-5.98% | Reduce |
| NewEdge Advisors, LLC |
| 0.01% | 0.01% | #141 | $3.5M | 79,907 | $2.9M | 68,677 | +11,230+16.35% | Add |
| LANDMARK WEALTH MANAGEMENT, INC. |
| 1.14% | 1.16% | #5 | $3.4M | 78,577 | $3.1M | 72,740 | +5,837+8.02% | Add |
| Pure Financial Advisors, LLC |
| 0.04% | 0.05% | #83 | $3.4M | 77,030 | $3.3M | 79,142 | -2,112-2.67% | Reduce |
| MISSION WEALTH MANAGEMENT, LP |
| 0.04% | 0.06% | #85 | $3.2M | 73,737 | $3.1M | 73,137 | +600+0.82% | Add |
| CULLEN/FROST BANKERS, INC. |
| 0.03% | 0.04% | #97 | $3.2M | 73,229 | $3.2M | 74,819 | -1,590-2.13% | Reduce |
| Signal Advisors Wealth, LLC |
| 0.16% | 0.17% | #37 | $3.1M | 70,149 | $2.5M | 59,303 | +10,846+18.29% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | 0.01% | #178 | $3.1M | 70,110 | $5.4M | 128,876 | -58,766-45.60% | Reduce |
| Aspire Private Capital, LLC |
| 0.6% | 0.64% | #11 | $2.9M | 66,578 | $2.8M | 66,631 | -53-0.08% | Reduce |
| HARBOUR INVESTMENTS, INC. |
| 0.04% | 0.04% | #88 | $2.8M | 64,107 | $2.5M | 58,208 | +5,899+10.13% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #180 | $2.8M | 63,748 | $3.2M | 74,637 | -10,889-14.59% | Reduce |
| Arete Wealth Advisors, LLC |
| 0.09% | 0.2% | #55 | $2.7M | 61,677 | $2.6M | 62,357 | -680-1.09% | Reduce |
| Capital Investment Management, Inc. |
| 0.82% | 0.87% | #9 | $2.7M | 61,018 | $2.5M | 60,139 | +879+1.46% | Add |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #170 | $2.4M | 55,596 | $1.7M | 39,151 | +16,445+42.00% | Add |
| Ballentine Partners, LLC |
| 0.03% | 0.03% | #102 | $2.4M | 55,535 | $2.3M | 55,535 | 00.00% | Unchanged |
| Total Clarity Wealth Management, Inc. |
| 0.45% | 0.49% | #16 | $2.3M | 53,000 | $2.1M | 49,716 | +3,284+6.61% | Add |
| WELLINGTON MANAGEMENT GROUP LLP |
| <0.01% | <0.01% | #237 | $2.2M | 51,141 | $4.5M | 107,691 | -56,550-52.51% | Reduce |
| PNC FINANCIAL SERVICES GROUP, INC. |
| <0.01% | <0.01% | #218 | $2.2M | 49,863 | $2.1M | 49,845 | +18+0.04% | Add |
| Simplicity Wealth,LLC |
| 0.07% | 0.11% | #62 | $2.2M | 49,632 | $1.9M | 45,262 | +4,370+9.65% | Add |
| Concurrent Investment Advisors, LLC |
| 0.02% | 0.02% | #126 | $2.1M | 48,048 | $1.8M | 41,976 | +6,072+14.47% | Add |