| JONES FINANCIAL COMPANIES LLLP |
| 3.55% | 3.57% | #156 | $8.86B | 110.8M | $7.43B | 26.3M | +84.5M+321.62% | Add |
| WELLS FARGO & COMPANY/MN |
| 1.43% | 1.51% | #378 | $8.84B | 109.7M | $7.98B | 27.8M | +81.9M+294.98% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.38% | 0.38% | #884 | $5.96B | 74.0M | $5.21B | 18.1M | +55.9M+308.07% | Add |
| UBS Group AG |
| 0.57% | 0.58% | #723 | $4.47B | 55.5M | $3.85B | 13.4M | +42.1M+314.38% | Add |
| MORGAN STANLEY |
| 0.15% | 0.15% | #1371 | $2.92B | 36.3M | $2.42B | 8.2M | +28.0M+340.72% | Add |
| Creative Planning |
| 1.54% | 1.62% | #358 | $2.64B | 32.7M | $2.39B | 8.3M | +24.4M+293.62% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.68% | 0.67% | #646 | $2.52B | 31.3M | $2.16B | 7.5M | +23.7M+315.90% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.47% | 0.45% | #786 | $2.00B | 24.8M | $1.69B | 5.9M | +18.9M+320.34% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 1.05% | 1.12% | #473 | $1.96B | 24.4M | $1.81B | 6.3M | +18.1M+286.52% | Add |
| US BANCORP \DE\ |
| 2.01% | 1.89% | #290 | $1.84B | 22.8M | $1.56B | 5.4M | +17.4M+321.95% | Add |
| NATIXIS ADVISORS, LLC |
| 1.62% | <0.01% | #344 | $1.44B | 17.9M | $289,534 | 4.0M | +13.9M+343.46% | Add |
| LPL Financial LLC |
| 0.26% | 0.27% | #1091 | $1.16B | 14.4M | $1.03B | 3.6M | +10.8M+301.65% | Add |
| Roehl & Yi Investment Advisors, LLC |
| 0.35% | — | #917 | $1.02B | 606,696 | $0 | 0 | +606,696 | New Buy |
| AMERIPRISE FINANCIAL INC |
| 0.2% | 0.21% | #1226 | $999.2M | 12.4M | $924.5M | 3.2M | +9.2M+285.40% | Add |
| CIBC Bancorp USA Inc. |
| 1.03% | 0.95% | #478 | $844.0M | 10.5M | $703.7M | 2.5M | +8.0M+326.25% | Add |
| MONETA GROUP INVESTMENT ADVISORS LLC |
| 5.99% | 5.37% | #68 | $810.5M | 10.1M | $714.1M | 9.9M | +112,663+1.13% | Add |
| PNC FINANCIAL SERVICES GROUP, INC. |
| 0.38% | 0.39% | #881 | $774.8M | 9.6M | $677.4M | 2.4M | +7.3M+307.66% | Add |
| Mariner, LLC |
| 0.73% | 0.72% | #615 | $704.0M | 8.7M | $612.8M | 2.1M | +6.6M+309.49% | Add |
| JPMORGAN CHASE & CO |
| 0.04% | 0.04% | #2010 | $694.3M | 8.6M | $595.8M | 2.1M | +6.5M+306.82% | Add |
| ROYAL BANK OF CANADA |
| 0.08% | 0.08% | #1688 | $547.6M | 6.8M | $483.2M | 1.7M | +5.1M+303.93% | Add |
| Cerity Partners LLC |
| 0.56% | 0.54% | #733 | $466.4M | 5.8M | $383.5M | 1.3M | +4.5M+334.51% | Add |
| Cetera Investment Advisers |
| 0.42% | 0.42% | #839 | $459.0M | 5.7M | $397.7M | 1.4M | +4.3M+311.41% | Add |
| JMG Financial Group, Ltd. |
| 10.99% | 11.13% | #11 | $454.9M | 5.6M | $401.1M | 1.4M | +4.2M+304.31% | Add |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC |
| 1.5% | 1.52% | #369 | $435.0M | 5.4M | $394.8M | 1.4M | +4.0M+292.73% | Add |
| Allworth Financial LP |
| 1.76% | 1.78% | #320 | $415.0M | 5.2M | $440.1M | 1.5M | +3.6M+236.11% | Add |
| Nicholas Hoffman & Company, LLC. |
| 8.12% | 7.86% | #37 | $384.7M | 4.8M | $340.6M | 1.2M | +3.6M+302.60% | Add |
| Bank of New York Mellon Corp |
| 0.06% | 0.06% | #1836 | $358.2M | 4.4M | $325.2M | 1.1M | +3.3M+292.61% | Add |
| HighTower Advisors, LLC |
| 0.34% | 0.33% | #940 | $351.9M | 4.4M | $312.0M | 1.1M | +3.3M+302.10% | Add |
| Border to Coast Pensions Partnership Ltd |
| 4.83% | 4.95% | #103 | $328.1M | 4.1M | $293.3M | 1.0M | +3.1M+300.00% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.4% | 0.4% | #864 | $316.6M | 3.9M | $288.8M | 1.0M | +2.9M+290.69% | Add |
| Midwest Trust Co |
| 3.3% | 3.68% | #174 | $291.7M | 3.6M | $295.1M | 1.0M | +2.6M+252.27% | Add |
| GOLDMAN SACHS GROUP INC |
| 0.03% | 0.03% | #2144 | $291.2M | 3.6M | $258.8M | 901,190 | +2.7M+301.05% | Add |
| BANK OF MONTREAL /CAN/ |
| 0.09% | 0.1% | #1607 | $283.3M | 3.5M | $252.7M | 879,890 | +2.6M+299.65% | Add |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co |
| 0.16% | — | #1362 | $282.2M | 3,350 | $0 | 0 | +3,350 | New Buy |
| OSAIC HOLDINGS, INC. |
| 0.33% | 0.31% | #959 | $277.7M | 3.4M | $210.6M | 732,859 | +2.7M+370.19% | Add |
| Rockefeller Capital Management L.P. |
| 0.41% | 0.41% | #845 | $269.0M | 3.3M | $229.4M | 798,721 | +2.5M+318.00% | Add |
| REGIONS FINANCIAL CORP |
| 1.57% | 1.97% | #350 | $263.6M | 3.3M | $303.2M | 1.1M | +2.2M+209.87% | Add |
| Beacon Pointe Advisors, LLC |
| 1.18% | 1.13% | #431 | $254.1M | 3.2M | $213.1M | 742,197 | +2.4M+324.99% | Add |
| STIFEL FINANCIAL CORP |
| 0.2% | 0.19% | #1251 | $235.5M | 2.9M | $208.4M | 725,600 | +2.2M+302.88% | Add |
| Clearstead Advisors, LLC |
| 2.15% | 1.86% | #272 | $228.3M | 2.8M | $203.8M | 709,749 | +2.1M+299.24% | Add |
| SigFig Wealth Management, LLC |
| 5.36% | 5.18% | #85 | $202.1M | 2.5M | $176.7M | 615,408 | +1.9M+308.03% | Add |
| Baird Financial Group, Inc. |
| 0.28% | 0.28% | #1052 | $201.4M | 2.5M | $180.0M | 626,685 | +1.9M+298.82% | Add |
| FIFTH THIRD BANCORP |
| 0.32% | 0.33% | #962 | $197.3M | 2.4M | $177.9M | 619,350 | +1.8M+295.35% | Add |
| Pathstone Holdings, LLC |
| 0.56% | 0.68% | #727 | $193.5M | 2.4M | $171.7M | 597,960 | +1.8M+301.66% | Add |
| Wealthspire Advisors, LLC |
| 1.03% | 1.39% | #475 | $188.9M | 2.3M | $177.6M | 618,508 | +1.7M+279.14% | Add |
| FMR LLC |
| 0.01% | 0.01% | #2346 | $183.6M | 2.3M | $160.1M | 557,550 | +1.7M+308.62% | Add |
| 1832 Asset Management L.P. |
| 0.09% | 0.15% | #1642 | $173.8M | 2.2M | $157.9M | 549,716 | +1.6M+292.45% | Add |
| TRUIST FINANCIAL CORP |
| 0.19% | 0.18% | #1279 | $158.0M | 2.0M | $133.1M | 463,622 | +1.5M+323.07% | Add |
| Joel Isaacson & Co., LLC |
| 4.51% | 4.53% | #111 | $155.8M | 1.9M | $136.5M | 475,299 | +1.5M+306.85% | Add |
| Corient Private Wealth LLC |
| 0.12% | 0.2% | #1501 | $155.3M | 1.9M | $140.2M | 494,879 | +1.4M+289.58% | Add |
