| ENVESTNET ASSET MANAGEMENT INC |
| 1.6% | 1.49% | #256 | $6.78B | 49.3M | $5.58B | 49.3M | -48,186-0.10% | Reduce |
| JPMORGAN CHASE & CO |
| 0.29% | 0.28% | #795 | $5.35B | 39.5M | $4.40B | 40.5M | -996,981-2.46% | Reduce |
| MORGAN STANLEY |
| 0.25% | 0.24% | #859 | $4.76B | 34.6M | $4.04B | 33.5M | +1.1M+3.41% | Add |
| LPL Financial LLC |
| 0.67% | 0.63% | #472 | $2.97B | 21.6M | $2.36B | 20.9M | +675,541+3.23% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.18% | 0.16% | #990 | $2.86B | 20.8M | $2.24B | 19.8M | +1.0M+5.18% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.34% | 0.33% | #729 | $2.12B | 15.4M | $1.74B | 15.4M | +53,488+0.35% | Add |
| UBS Group AG |
| 0.14% | 0.15% | #1118 | $1.13B | 8.2M | $970.3M | 8.6M | -365,217-4.26% | Reduce |
| STIFEL FINANCIAL CORP |
| 0.93% | 0.76% | #372 | $1.12B | 8.2M | $824.7M | 7.3M | +880,207+12.07% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.22% | 0.21% | #908 | $1.10B | 8.0M | $906.0M | 8.0M | -2,897-0.04% | Reduce |
| PNC FINANCIAL SERVICES GROUP, INC. |
| 0.36% | 0.35% | #712 | $720.1M | 5.2M | $609.7M | 5.4M | -153,761-2.85% | Reduce |
| Cetera Investment Advisers |
| 0.6% | 0.57% | #511 | $658.7M | 4.8M | $537.8M | 4.8M | +35,180+0.74% | Add |
| BlackRock, Inc. |
| 0.01% | 0.01% | #2000 | $601.4M | 4.4M | $512.6M | 4.5M | -158,849-3.51% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.16% | 0.14% | #1061 | $586.3M | 4.3M | $440.1M | 3.9M | +371,883+9.56% | Add |
| GOLDMAN SACHS GROUP INC |
| 0.05% | 0.06% | #1587 | $581.1M | 4.2M | $484.8M | 4.3M | -61,226-1.43% | Reduce |
| MML INVESTORS SERVICES, LLC |
| 1.12% | 1.05% | #338 | $547.8M | 4.0M | $377.3M | 3.3M | +647,171+19.40% | Add |
| PARK AVENUE SECURITIES LLC |
| 3.32% | 3.41% | #138 | $532.1M | 3.9M | $436.2M | 3.9M | +12,193+0.32% | Add |
| M&T BANK CORP |
| 1.55% | 1.52% | #264 | $530.3M | 3.9M | $442.8M | 3.9M | -58,586-1.50% | Reduce |
| Lido Advisors, LLC |
| 1.36% | 1.34% | #296 | $500.2M | 3.6M | $438.2M | 3.9M | -236,757-6.11% | Reduce |
| ROYAL BANK OF CANADA |
| 0.07% | 0.07% | #1413 | $495.4M | 3.6M | $400.6M | 3.5M | +63,039+1.78% | Add |
| Envestnet Portfolio Solutions, Inc. |
| 2.35% | 2.29% | #185 | $491.0M | 3.6M | $413.3M | 3.7M | -83,950-2.30% | Reduce |
| Mariner, LLC |
| 0.47% | 0.47% | #613 | $449.7M | 3.3M | $403.3M | 3.6M | -296,174-8.31% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.53% | 0.48% | #563 | $424.3M | 3.1M | $343.5M | 3.0M | +47,626+1.57% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.17% | 0.16% | #1031 | $423.8M | 3.2M | $327.9M | 3.0M | +204,163+6.83% | Add |
| REGIONS FINANCIAL CORP |
| 2.15% | 1.98% | #200 | $359.9M | 2.6M | $304.8M | 2.7M | -77,845-2.89% | Reduce |
| Janney Montgomery Scott LLC |
| 0.64% | 0.68% | #487 | $332.0M | 2.4M | $273.3M | 2.4M | -2,761-0.11% | Reduce |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 3.41% | 3.19% | #128 | $331.5M | 2.4M | $257.5M | 2.3M | +133,894+5.88% | Add |
| SOFI WEALTH, LLC |
| 13% | 12.26% | #12 | $323.1M | 2.3M | $254.4M | 2.2M | +99,882+4.44% | Add |
| HB Wealth Management, LLC |
| 1.7% | 1.64% | #240 | $302.7M | 2.2M | $253.0M | 2.2M | -35,938-1.61% | Reduce |
| FMR LLC |
| 0.01% | 0.01% | #1962 | $281.6M | 2.0M | $231.5M | 2.0M | +670+0.03% | Add |
| HighTower Advisors, LLC |
| 0.27% | 0.25% | #828 | $278.1M | 2.0M | $232.0M | 2.1M | -28,917-1.41% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.33% | 0.33% | #752 | $277.0M | 2.0M | $222.4M | 2.0M | +47,373+2.41% | Add |
| Bank of New York Mellon Corp |
| 0.05% | 0.04% | #1630 | $275.1M | 2.0M | $223.7M | 2.0M | +22,337+1.13% | Add |
| Focus Partners Wealth |
| 0.27% | 0.24% | #819 | $267.9M | 1.9M | $215.4M | 1.9M | +43,922+2.31% | Add |
| NewEdge Advisors, LLC |
| 0.75% | 0.74% | #438 | $253.3M | 1.8M | $206.0M | 1.8M | +20,421+1.12% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.12% | 0.12% | #1194 | $228.0M | 1.7M | $187.0M | 1.7M | +4,190+0.25% | Add |
| FIFTH THIRD BANCORP |
| 0.32% | 0.31% | #758 | $196.6M | 1.4M | $169.4M | 1.5M | -68,108-4.55% | Reduce |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.3% | 0.29% | #787 | $191.1M | 1.4M | $164.6M | 1.5M | -78,716-5.36% | Reduce |
| HUNTINGTON NATIONAL BANK |
| 0.89% | 0.86% | #383 | $183.1M | 1.3M | $155.5M | 1.4M | -43,559-3.17% | Reduce |
| JB Capital LLC |
| 6.17% | 6.11% | #62 | $178.2M | 1.3M | $151.4M | 1.3M | -42,569-3.18% | Reduce |
| MONETA GROUP INVESTMENT ADVISORS LLC |
| 1.31% | 1.09% | #304 | $177.3M | 1.3M | $145.4M | 1.3M | +3,099+0.24% | Add |
| Sanctuary Advisors, LLC |
| 0.78% | 0.86% | #427 | $168.3M | 1.2M | $159.1M | 1.4M | -183,182-13.02% | Reduce |
| Calamos Wealth Management LLC |
| 4.77% | 4.38% | #90 | $157.8M | 1.1M | $127.4M | 1.1M | +21,036+1.87% | Add |
| TRUIST FINANCIAL CORP |
| 0.19% | 0.19% | #982 | $157.1M | 1.1M | $138.4M | 1.2M | -81,345-6.65% | Reduce |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| 0.85% | 0.77% | #390 | $154.7M | 1.1M | $125.1M | 1.1M | +18,348+1.66% | Add |
| MAI Capital Management |
| 0.58% | 0.71% | #521 | $154.7M | 1.1M | $125.3M | 1.1M | +17,077+1.54% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.36% | 0.33% | #714 | $154.1M | 1.1M | $128.9M | 1.1M | -18,969-1.66% | Reduce |
| Cerity Partners LLC |
| 0.18% | 0.16% | #1002 | $147.8M | 1.1M | $116.6M | 1.0M | +44,398+4.31% | Add |
| LVZ, Inc. |
| 14.49% | 13.52% | #9 | $142.6M | 1.0M | $118.5M | 1.0M | -10,934-1.04% | Reduce |
| Rehmann Capital Advisory Group |
| 6.84% | 6.86% | #50 | $131.7M | 1.2M | $131.7M | 1.2M | 00.00% | Unchanged |
| COURIER CAPITAL LLC |
| 6.31% | 6.09% | #58 | $126.3M | 918,582 | $108.9M | 963,042 | -44,460-4.62% | Reduce |
