| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 3.53% | 3.32% | #212 | $6.61B | 44.6M | $5.40B | 43.4M | +1.1M+2.61% | Add |
| Roehl & Yi Investment Advisors, LLC |
| 2.09% | 2.77% | #372 | $6.03B | 40,687 | $5.0M | 43,714 | -3,027-6.92% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| 0.32% | 0.31% | #1215 | $4.93B | 33.3M | $4.20B | 33.8M | -550,332-1.63% | Reduce |
| FMR LLC |
| 0.16% | 0.15% | #1654 | $3.67B | 24.8M | $2.93B | 23.6M | +1.2M+5.01% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 1.34% | 1.16% | #531 | $3.35B | 22.7M | $2.42B | 19.9M | +2.9M+14.38% | Add |
| MORGAN STANLEY |
| 0.15% | 0.13% | #1691 | $2.84B | 19.1M | $2.14B | 18.0M | +1.1M+6.34% | Add |
| LPL Financial LLC |
| 0.54% | 0.55% | #890 | $2.42B | 16.3M | $2.07B | 16.6M | -307,924-1.85% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.57% | 0.6% | #867 | $2.41B | 16.2M | $2.22B | 17.9M | -1.7M-9.32% | Reduce |
| WELLS FARGO & COMPANY/MN |
| 0.35% | 0.35% | #1156 | $2.15B | 14.5M | $1.83B | 14.7M | -236,203-1.60% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.57% | 0.54% | #869 | $2.09B | 14.1M | $1.76B | 14.1M | -27,196-0.19% | Reduce |
| Bank of New York Mellon Corp |
| 0.28% | 0.27% | #1281 | $1.73B | 11.6M | $1.47B | 11.8M | -154,358-1.31% | Reduce |
| UBS Group AG |
| 0.19% | 0.19% | #1533 | $1.52B | 10.2M | $1.26B | 10.2M | +76,337+0.75% | Add |
| NORTHERN TRUST CORP |
| 0.17% | 0.16% | #1630 | $1.42B | 9.6M | $1.19B | 9.6M | +21,593+0.23% | Add |
| BlackRock, Inc. |
| 0.02% | 0.02% | #2586 | $1.26B | 8.5M | $1.12B | 9.0M | -514,643-5.71% | Reduce |
| PNC FINANCIAL SERVICES GROUP, INC. |
| 0.55% | 0.54% | #880 | $1.11B | 7.5M | $941.0M | 7.6M | -77,857-1.03% | Reduce |
| ROYAL BANK OF CANADA |
| 0.17% | 0.16% | #1632 | $1.11B | 7.5M | $919.8M | 7.4M | +72,179+0.98% | Add |
| Financial Engines Advisors L.L.C. |
| 1.94% | 1.95% | #393 | $1.09B | 7.4M | $959.7M | 7.7M | -346,796-4.49% | Reduce |
| First Command Advisory Services, Inc. |
| 5.83% | 5.45% | #83 | $980.1M | 6.6M | $809.6M | 6.5M | +95,383+1.46% | Add |
| Baird Financial Group, Inc. |
| 1.35% | 1.26% | #530 | $979.4M | 6.6M | $803.5M | 6.5M | +139,898+2.16% | Add |
| GOLDMAN SACHS GROUP INC |
| 0.08% | 0.09% | #2020 | $967.1M | 6.5M | $819.0M | 6.6M | -67,610-1.03% | Reduce |
| TRUIST FINANCIAL CORP |
| 0.97% | 0.82% | #659 | $810.4M | 5.5M | $611.3M | 4.9M | +546,567+11.11% | Add |
| JPMORGAN CHASE & CO |
| 0.04% | 0.02% | #2333 | $785.2M | 5.3M | $330.6M | 2.7M | +2.6M+94.84% | Add |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC |
| 8.72% | 9.92% | #33 | $743.7M | 5.0M | $654.3M | 5.3M | -248,915-4.73% | Reduce |
| GLENMEDE TRUST CO NA |
| 3.26% | 3.04% | #234 | $738.4M | 5.0M | $620.5M | 5.0M | -12,755-0.26% | Reduce |
| US BANCORP \DE\ |
| 0.77% | 0.73% | #739 | $702.6M | 4.7M | $604.3M | 4.9M | -123,544-2.54% | Reduce |
| REGIONS FINANCIAL CORP |
| 3.61% | 3.24% | #205 | $605.3M | 4.1M | $498.7M | 4.0M | +69,700+1.74% | Add |
| BANK OF MONTREAL /CAN/ |
| 0.2% | 0.08% | #1516 | $592.7M | 4.0M | $210.2M | 1.7M | +2.3M+136.37% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.12% | 0.12% | #1838 | $592.4M | 4.0M | $528.5M | 4.3M | -258,241-6.07% | Reduce |
| KEYBANK NATIONAL ASSOCIATION/OH |
| 1.95% | 1.74% | #391 | $592.2M | 4.0M | $477.2M | 3.8M | +153,789+4.01% | Add |
| NATIXIS ADVISORS, LLC |
| 0.66% | 0.5% | #820 | $587.0M | 4.0M | $358.1M | 2.9M | +1.1M+37.39% | Add |
| Acorns Advisers, LLC |
| 3.55% | 3.36% | #210 | $545.1M | 3.7M | $452.0M | 3.6M | +39,103+1.08% | Add |
| Cerity Partners LLC |
| 0.64% | 0.63% | #830 | $532.1M | 3.6M | $444.5M | 3.6M | +11,666+0.33% | Add |
| FIFTH THIRD BANCORP |
| 0.81% | 0.73% | #723 | $501.5M | 3.4M | $399.8M | 3.2M | +164,797+5.12% | Add |
| Cresset Asset Management, LLC |
| 1.8% | 1.77% | #427 | $497.4M | 3.4M | $408.2M | 3.3M | +70,733+2.15% | Add |
| HighTower Advisors, LLC |
| 0.48% | 0.46% | #959 | $492.5M | 3.3M | $438.1M | 3.5M | -203,472-5.77% | Reduce |
| Cetera Investment Advisers |
| 0.38% | 0.38% | #1096 | $417.0M | 2.8M | $359.2M | 2.9M | -77,535-2.68% | Reduce |
| PROVIDA PENSION FUND ADMINISTRATOR |
| 7.27% | 6.44% | #48 | $372.5M | 3.1M | $372.5M | 3.1M | 00.00% | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.46% | 0.47% | #976 | $367.0M | 2.5M | $335.6M | 2.7M | -225,092-8.34% | Reduce |
| Nationwide Fund Advisors |
| 16.37% | 14.6% | #5 | $362.5M | 2.4M | $333.6M | 2.7M | -239,513-8.92% | Reduce |
| Millburn Ridgefield LLC /DE/ |
| 6.83% | 6.57% | #56 | $361.0M | 2.4M | $305.6M | 2.5M | -24,208-0.98% | Reduce |
| Catalyst Capital Advisors LLC |
| 5.99% | 5.69% | #74 | $361.0M | 2.4M | $305.6M | 2.5M | -24,208-0.98% | Reduce |
| Corient Private Wealth LLC |
| 0.27% | 0.37% | #1317 | $359.6M | 2.4M | $260.5M | 2.1M | +313,788+14.86% | Add |
| Circle Wealth Management, LLC |
| 4.27% | 4.06% | #158 | $339.5M | 2.3M | $284.6M | 2.3M | +5+0.00% | Add |
| Pathstone Holdings, LLC |
| 0.97% | 1.16% | #658 | $332.4M | 2.2M | $291.0M | 2.3M | -99,763-4.26% | Reduce |
| Alesco Advisors, LLC, An ESL Co |
| 7.51% | 7.1% | #43 | $327.6M | 2.2M | $278.5M | 2.2M | -31,088-1.39% | Reduce |
| HUNTINGTON NATIONAL BANK |
| 1.58% | 1.49% | #469 | $325.7M | 2.2M | $269.5M | 2.2M | +28,141+1.30% | Add |
| MAI Capital Management |
| 1.14% | 1.38% | #583 | $303.9M | 2.0M | $244.9M | 2.0M | +79,301+4.03% | Add |
| Wealthspire Advisors, LLC |
| 1.65% | 1.89% | #456 | $300.4M | 2.0M | $241.3M | 1.9M | +84,483+4.35% | Add |
| Valeo Financial Advisors, LLC |
| 5.94% | 5.72% | #77 | $281.5M | 2.1M | $239.3M | 2.1M | +15,229+0.72% | Add |
| Rockefeller Capital Management L.P. |
| 0.43% | 0.39% | #1024 | $280.8M | 1.9M | $219.5M | 1.8M | +127,790+7.24% | Add |