| BANK OF AMERICA CORP /DE/ |
| 1.27% | 1.33% | #538 | $19.78B | 204.8M | $18.39B | 203.1M | +1.7M+0.83% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 4.34% | 4.56% | #210 | $10.84B | 113.5M | $9.49B | 108.5M | +5.0M+4.65% | Add |
| MORGAN STANLEY |
| 0.54% | 0.53% | #856 | $10.30B | 106.6M | $8.73B | 100.0M | +6.7M+6.65% | Add |
| WELLS FARGO & COMPANY/MN |
| 1.42% | 1.46% | #500 | $8.76B | 90.7M | $7.71B | 85.2M | +5.6M+6.52% | Add |
| UBS Group AG |
| 0.86% | 0.94% | #690 | $6.72B | 69.6M | $6.28B | 69.3M | +279,802+0.40% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 1.12% | 1.23% | #575 | $4.75B | 49.1M | $4.60B | 50.9M | -1.7M-3.37% | Reduce |
| LPL Financial LLC |
| 1.04% | 1.11% | #606 | $4.61B | 47.8M | $4.17B | 46.0M | +1.7M+3.77% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 1.21% | 1.25% | #550 | $4.45B | 46.0M | $4.04B | 44.7M | +1.4M+3.12% | Add |
| Bank of New York Mellon Corp |
| 0.61% | 0.63% | #809 | $3.73B | 38.6M | $3.45B | 38.1M | +529,821+1.39% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 1.92% | 2.03% | #419 | $3.60B | 37.3M | $3.29B | 36.3M | +956,990+2.63% | Add |
| US BANCORP \DE\ |
| 3.8% | 3.92% | #242 | $3.48B | 36.0M | $3.23B | 35.7M | +324,503+0.91% | Add |
| BlackRock, Inc. |
| 0.05% | 0.05% | #1961 | $3.31B | 34.2M | $3.09B | 34.1M | +99,505+0.29% | Add |
| FMR LLC |
| 0.13% | 0.14% | #1545 | $2.89B | 29.9M | $2.57B | 28.4M | +1.5M+5.26% | Add |
| TIAA Wealth Investment Management LLC |
| 17.42% | 16.96% | #12 | $2.61B | 27.1M | $2.22B | 25.3M | +1.7M+6.91% | Add |
| GOLDMAN SACHS GROUP INC |
| 0.17% | 0.22% | #1381 | $2.00B | 20.7M | $1.92B | 21.2M | -500,145-2.36% | Reduce |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC |
| 6.59% | 6.73% | #109 | $1.91B | 19.8M | $1.75B | 19.3M | +484,283+2.51% | Add |
| JPMORGAN CHASE & CO |
| 0.1% | 0.11% | #1628 | $1.86B | 19.3M | $1.66B | 19.0M | +342,366+1.81% | Add |
| PNC FINANCIAL SERVICES GROUP, INC. |
| 0.81% | 0.88% | #706 | $1.64B | 17.0M | $1.52B | 16.8M | +168,292+1.00% | Add |
| TRUIST FINANCIAL CORP |
| 1.86% | 2.33% | #430 | $1.55B | 16.1M | $1.73B | 19.1M | -3.0M-15.83% | Reduce |
| AMERIPRISE FINANCIAL INC |
| 0.29% | 0.32% | #1116 | $1.45B | 15.0M | $1.40B | 15.4M | -398,788-2.59% | Reduce |
| M&T BANK CORP |
| 3.98% | 4.09% | #229 | $1.36B | 14.1M | $1.19B | 13.2M | +863,275+6.54% | Add |
| BANK OF MONTREAL /CAN/ |
| 0.39% | 0.57% | #978 | $1.17B | 12.1M | $1.50B | 16.5M | -4.4M-26.49% | Reduce |
| Cerity Partners LLC |
| 1.35% | 1.45% | #514 | $1.12B | 11.6M | $1.03B | 11.4M | +244,807+2.16% | Add |
| Cetera Investment Advisers |
| 1.02% | 1.11% | #611 | $1.12B | 11.6M | $1.04B | 11.5M | +77,713+0.68% | Add |
| BROWN BROTHERS HARRIMAN & CO |
| 4.58% | 2.07% | #194 | $1.05B | 10.8M | $386.5M | 4.3M | +6.6M+153.48% | Add |
| STIFEL FINANCIAL CORP |
| 0.85% | 0.96% | #693 | $1.02B | 10.6M | $1.04B | 11.5M | -892,252-7.77% | Reduce |
| KEYBANK NATIONAL ASSOCIATION/OH |
| 3.3% | 3.37% | #281 | $1.00B | 10.4M | $922.3M | 10.2M | +189,859+1.86% | Add |
| Mariner, LLC |
| 1.02% | 1.03% | #608 | $983.0M | 10.2M | $881.9M | 9.7M | +431,930+4.43% | Add |
| ASSETMARK, INC |
| 1.59% | 1.62% | #475 | $922.8M | 9.6M | $794.7M | 8.8M | +776,251+8.84% | Add |
| ROYAL BANK OF CANADA |
| 0.13% | 0.14% | #1514 | $894.7M | 9.3M | $801.0M | 8.8M | +416,439+4.71% | Add |
| Betterment LLC |
| 1.46% | 1.59% | #490 | $864.9M | 9.0M | $838.5M | 9.3M | -307,488-3.32% | Reduce |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
| 0.16% | 0.19% | #1438 | $853.3M | 8.8M | $927.5M | 10.2M | -1.4M-13.76% | Reduce |
| FIFTH THIRD BANCORP |
| 1.18% | 0.89% | #559 | $725.8M | 7.5M | $487.1M | 5.4M | +2.1M+39.68% | Add |
| Ballentine Partners, LLC |
| 7.99% | 8.4% | #79 | $654.1M | 6.8M | $603.2M | 6.7M | +109,792+1.65% | Add |
| ALLIANCEBERNSTEIN L.P. |
| 0.21% | 0.19% | #1272 | $626.7M | 6.9M | $590.2M | 6.6M | +326,268+4.95% | Add |
| PRUDENTIAL FINANCIAL INC |
| 0.68% | 0.59% | #761 | $625.2M | 6.5M | $481.4M | 5.3M | +1.2M+21.73% | Add |
| Baird Financial Group, Inc. |
| 0.86% | 0.87% | #689 | $622.2M | 6.4M | $558.9M | 6.2M | +268,468+4.35% | Add |
| Dynasty Wealth Management, LLC |
| 4.54% | 4.69% | #197 | $610.9M | 6.3M | $537.5M | 5.9M | +388,848+6.55% | Add |
| HighTower Advisors, LLC |
| 0.57% | 0.55% | #842 | $593.4M | 6.1M | $515.4M | 5.7M | +451,568+7.93% | Add |
| Cresset Asset Management, LLC |
| 2.02% | 2.19% | #401 | $558.8M | 5.8M | $505.2M | 5.6M | +205,850+3.69% | Add |
| FRANKLIN RESOURCES INC |
| 0.11% | 0.1% | #1591 | $549.3M | 5.7M | $456.8M | 5.0M | +642,238+12.73% | Add |
| Pathstone Holdings, LLC |
| 1.51% | 0.2% | #483 | $519.2M | 5.4M | $49.5M | 546,728 | +4.8M+883.36% | Add |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| 2.68% | 2.81% | #332 | $485.9M | 5.0M | $456.8M | 5.1M | -32,638-0.64% | Reduce |
| Pure Financial Advisors, LLC |
| 6.03% | 6.14% | #126 | $469.0M | 4.9M | $423.5M | 4.7M | +178,068+3.81% | Add |
| FLPUTNAM INVESTMENT MANAGEMENT CO |
| 5.54% | 6.77% | #148 | $465.0M | 4.8M | $454.3M | 5.0M | -203,185-4.05% | Reduce |
| MML INVESTORS SERVICES, LLC |
| 0.91% | 1.01% | #663 | $447.7M | 4.6M | $364.0M | 4.0M | +614,927+15.30% | Add |
| FIDUCIARY TRUST CO |
| 4.8% | 4.9% | #184 | $441.1M | 4.6M | $414.2M | 4.6M | -7,192-0.16% | Reduce |
| VANTAGEPOINT INVESTMENT ADVISERS LLC |
| 3.01% | 3.25% | #306 | $402.7M | 4.2M | $383.2M | 4.2M | -62,659-1.48% | Reduce |
| JANE STREET GROUP, LLC |
| 0.03% | 0.04% | #2080 | $400.1M | 4.1M | $286.6M | 3.2M | +977,412+30.88% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| 0.49% | 0.62% | #896 | $392.9M | 4.1M | $419.9M | 4.6M | -570,229-12.29% | Reduce |
