| BANK OF AMERICA CORP /DE/ |
| 1.18% | 1.11% | #525 | $18.40B | 222.1M | $15.34B | 219.9M | +2.3M+1.04% | Add |
| MORGAN STANLEY |
| 0.56% | 0.39% | #828 | $10.63B | 128.3M | $6.51B | 98.8M | +29.5M+29.82% | Add |
| WELLS FARGO & COMPANY/MN |
| 1.22% | 1.15% | #511 | $7.55B | 91.1M | $6.10B | 87.4M | +3.7M+4.28% | Add |
| Creative Planning |
| 3.82% | 3.67% | #151 | $6.54B | 78.9M | $5.42B | 77.7M | +1.3M+1.66% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 1.35% | 1.62% | #473 | $5.72B | 69.0M | $6.05B | 86.8M | -17.7M-20.44% | Reduce |
| LPL Financial LLC |
| 0.89% | 0.97% | #618 | $3.98B | 48.1M | $3.64B | 52.2M | -4.2M-7.96% | Reduce |
| JPMORGAN CHASE & CO |
| 0.21% | 0.19% | #1274 | $3.82B | 46.8M | $3.03B | 45.0M | +1.8M+3.91% | Add |
| BlackRock, Inc. |
| 0.05% | 0.06% | #1843 | $3.68B | 44.4M | $3.53B | 50.6M | -6.2M-12.26% | Reduce |
| Wealthfront Advisers LLC |
| 6.47% | 6.23% | #50 | $3.36B | 40.6M | $2.84B | 40.7M | -65,823-0.16% | Reduce |
| UBS Group AG |
| 0.39% | 0.4% | #965 | $3.09B | 37.3M | $2.64B | 37.8M | -549,826-1.45% | Reduce |
| US BANCORP \DE\ |
| 2.63% | 2.5% | #263 | $2.41B | 29.1M | $2.06B | 29.5M | -441,382-1.49% | Reduce |
| GOLDMAN SACHS GROUP INC |
| 0.19% | 0.21% | #1325 | $2.17B | 26.2M | $1.84B | 26.3M | -79,203-0.30% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| 0.7% | 0.65% | #718 | $1.75B | 21.6M | $1.36B | 20.1M | +1.5M+7.45% | Add |
| FMR LLC |
| 0.07% | 0.08% | #1715 | $1.71B | 20.6M | $1.51B | 21.6M | -935,914-4.34% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.89% | 0.83% | #620 | $1.67B | 20.1M | $1.36B | 19.4M | +694,606+3.57% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.45% | 0.43% | #914 | $1.66B | 20.0M | $1.39B | 19.9M | +104,396+0.52% | Add |
| Bank of New York Mellon Corp |
| 0.27% | 0.27% | #1156 | $1.65B | 19.9M | $1.45B | 20.8M | -912,843-4.38% | Reduce |
| WIT, LLC |
| 22.43% | 21.37% | #5 | $1.40B | 17.0M | $1.13B | 16.2M | +717,088+4.42% | Add |
| TIAA Wealth Investment Management LLC |
| 9.27% | 9.21% | #25 | $1.39B | 17.0M | $1.21B | 17.9M | -943,514-5.27% | Reduce |
| JANE STREET GROUP, LLC |
| 0.11% | 0.06% | #1555 | $1.32B | 15.9M | $489.2M | 7.0M | +8.9M+126.41% | Add |
| PNC FINANCIAL SERVICES GROUP, INC. |
| 0.65% | 0.61% | #759 | $1.31B | 15.8M | $1.05B | 15.0M | +785,283+5.23% | Add |
| TRUIST FINANCIAL CORP |
| 1.47% | 1.08% | #447 | $1.23B | 14.9M | $802.3M | 11.5M | +3.4M+29.58% | Add |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
| 0.14% | 0.15% | #1449 | $1.07B | 12.9M | $968.8M | 13.9M | -1.0M-7.23% | Reduce |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC |
| 3.57% | 3.42% | #165 | $1.04B | 12.5M | $889.4M | 12.8M | -243,264-1.91% | Reduce |
| State of New Jersey Common Pension Fund D |
| 3.52% | 3.35% | #172 | $1.03B | 12.5M | $869.0M | 12.5M | 00.00% | Unchanged |
| BANK OF MONTREAL /CAN/ |
| 0.28% | 0.24% | #1143 | $838.2M | 10.1M | $629.2M | 9.0M | +1.1M+12.16% | Add |
| M&T BANK CORP |
| 2.32% | 2.22% | #300 | $791.8M | 9.6M | $648.0M | 9.3M | +268,534+2.89% | Add |
| ASSETMARK, INC |
| 1.36% | 1.32% | #470 | $789.6M | 9.5M | $648.5M | 9.3M | +234,352+2.52% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 1.2% | 1.22% | #520 | $787.5M | 9.5M | $699.4M | 10.0M | -521,681-5.20% | Reduce |
| SEI INVESTMENTS CO |
| 0.67% | 0.58% | #749 | $764.6M | 9.2M | $633.0M | 9.1M | +155,185+1.71% | Add |
| ROYAL BANK OF CANADA |
| 0.11% | 0.11% | #1540 | $755.5M | 9.1M | $618.6M | 8.9M | +251,377+2.83% | Add |
| Mariner, LLC |
| 0.76% | 0.71% | #684 | $732.5M | 8.9M | $606.0M | 8.7M | +152,099+1.75% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.13% | 0.13% | #1489 | $638.3M | 7.7M | $552.6M | 7.9M | -229,256-2.89% | Reduce |
| Retirement Systems of Alabama |
| 1.89% | 1.76% | #364 | $628.3M | 7.6M | $529.0M | 7.6M | 00.00% | Unchanged |
| Cetera Investment Advisers |
| 0.57% | 0.65% | #821 | $627.5M | 7.6M | $611.4M | 8.8M | -1.2M-13.59% | Reduce |
| Jordan Park Group LLC |
| 30.18% | 25.18% | #4 | $595.1M | 7.2M | $472.9M | 6.8M | +375,179+5.51% | Add |
| Asset Management One Co., Ltd. |
| 1.5% | 1.48% | #435 | $585.5M | 7.1M | $501.1M | 7.2M | -116,388-1.62% | Reduce |
| Cerity Partners LLC |
| 0.7% | 0.62% | #721 | $582.2M | 7.0M | $438.0M | 6.3M | +749,226+11.93% | Add |
| Japan Science & Technology Agency |
| 9.82% | 6.7% | #21 | $519.5M | 6.3M | $322.3M | 4.6M | +1.7M+35.72% | Add |
| Invesco Ltd. |
| 0.04% | 0.07% | #1944 | $511.9M | 6.2M | $464.8M | 6.7M | -485,316-7.28% | Reduce |
| FIFTH THIRD BANCORP |
| 0.82% | 0.75% | #649 | $507.6M | 6.1M | $409.3M | 5.9M | +259,584+4.42% | Add |
| MML INVESTORS SERVICES, LLC |
| 1.01% | 1.2% | #579 | $495.9M | 6.0M | $434.0M | 6.2M | -236,339-3.80% | Reduce |
| ALLIANCEBERNSTEIN L.P. |
| 0.17% | 0.15% | #1373 | $495.9M | 7.1M | $467.0M | 6.9M | +162,359+2.34% | Add |
| MONETA GROUP INVESTMENT ADVISORS LLC |
| 3.56% | 2.92% | #169 | $481.2M | 5.8M | $387.8M | 5.6M | +248,803+4.48% | Add |
| STIFEL FINANCIAL CORP |
| 0.4% | 0.32% | #960 | $475.4M | 5.7M | $345.4M | 5.0M | +786,937+15.89% | Add |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS |
| 2.28% | 1.32% | #306 | $470.0M | 5.7M | $259.4M | 3.7M | +2.0M+52.57% | Add |
| CITIGROUP INC |
| 0.15% | 0.15% | #1418 | $465.8M | 5.6M | $362.3M | 5.2M | +428,479+8.25% | Add |
| Betterment LLC |
| 0.76% | 0.75% | #686 | $447.3M | 5.4M | $394.3M | 5.7M | -253,489-4.48% | Reduce |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
| 0.07% | 0.08% | #1736 | $387.9M | 4.7M | $368.8M | 5.3M | -605,122-11.44% | Reduce |
| KEYBANK NATIONAL ASSOCIATION/OH |
| 1.23% | 1.01% | #508 | $373.5M | 4.5M | $275.3M | 3.9M | +562,467+14.25% | Add |
