| ENVESTNET ASSET MANAGEMENT INC |
| 0.58% | 1.19% | #279 | $2.47B | 32.3M | $4.44B | 59.7M | -27.4M-45.90% | Reduce |
| FMR LLC |
| 0.06% | 0.07% | #784 | $1.33B | 17.4M | $1.26B | 17.0M | +436,945+2.57% | Add |
| US BANCORP \DE\ |
| 1.18% | 1.26% | #152 | $1.08B | 14.1M | $1.04B | 14.0M | +163,954+1.17% | Add |
| LPL Financial LLC |
| 0.23% | 0.41% | #450 | $1.03B | 13.5M | $1.55B | 20.8M | -7.4M-35.28% | Reduce |
| JPMORGAN CHASE & CO |
| 0.05% | 0.06% | #834 | $828.0M | 10.8M | $969.7M | 13.4M | -2.6M-19.30% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| 0.05% | 0.06% | #829 | $732.7M | 9.6M | $769.0M | 10.3M | -771,034-7.45% | Reduce |
| MORGAN STANLEY |
| 0.04% | 0.05% | #872 | $706.9M | 9.2M | $797.3M | 11.8M | -2.5M-21.44% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| 0.23% | 0.26% | #455 | $574.2M | 7.5M | $536.1M | 7.4M | +101,027+1.36% | Add |
| Dynasty Wealth Management, LLC |
| 2.67% | 2.28% | #59 | $359.7M | 4.7M | $261.9M | 3.5M | +1.2M+33.42% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.07% | 0.12% | #741 | $347.3M | 4.5M | $511.9M | 6.9M | -2.3M-34.09% | Reduce |
| ALLIANCEBERNSTEIN L.P. |
| 0.11% | 0.09% | #649 | $312.3M | 4.2M | $273.0M | 3.8M | +376,934+9.86% | Add |
| Auto-Owners Insurance Co |
| 6.85% | 7.14% | #11 | $303.4M | 4.0M | $341.1M | 4.6M | -625,000-13.62% | Reduce |
| AMERICAN CENTURY COMPANIES INC |
| 0.13% | 0.12% | #606 | $286.2M | 3.7M | $239.4M | 3.2M | +497,915+15.56% | Add |
| PARK AVENUE SECURITIES LLC |
| 1.66% | 3.41% | #107 | $265.1M | 3.5M | $435.9M | 5.9M | -2.4M-40.94% | Reduce |
| UBS Group AG |
| 0.03% | 0.04% | #922 | $234.4M | 3.1M | $240.6M | 3.2M | -173,590-5.36% | Reduce |
| RiverFront Investment Group, LLC |
| 3% | 3.22% | #50 | $227.3M | 3.0M | $208.4M | 2.8M | +166,318+5.93% | Add |
| PNC FINANCIAL SERVICES GROUP, INC. |
| 0.11% | 0.13% | #640 | $221.4M | 2.9M | $226.4M | 3.0M | -152,597-5.01% | Reduce |
| Baird Financial Group, Inc. |
| 0.28% | 0.32% | #406 | $204.4M | 2.7M | $201.9M | 2.7M | -45,663-1.68% | Reduce |
| MML INVESTORS SERVICES, LLC |
| 0.41% | 0.81% | #339 | $200.2M | 2.6M | $292.7M | 3.9M | -1.3M-33.58% | Reduce |
| ROYAL BANK OF CANADA |
| 0.03% | 0.04% | #940 | $185.2M | 2.4M | $200.7M | 2.7M | -280,345-10.39% | Reduce |
| Hamilton Capital, LLC |
| 8.99% | 11.92% | #7 | $181.5M | 2.4M | $238.4M | 3.3M | -967,522-28.98% | Reduce |
| CITADEL ADVISORS LLC |
| 0.02% | 0.02% | #999 | $169.0M | 2.2M | $129.9M | 1.7M | +460,445+26.36% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.03% | 0.04% | #942 | $168.0M | 2.2M | $187.8M | 2.5M | -330,784-13.10% | Reduce |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| 3.01% | 3.28% | #49 | $167.1M | 2.2M | $161.8M | 2.2M | +7,099+0.33% | Add |
| OpenArc Corporate Advisory, LLC |
| 1.98% | 1.57% | #83 | $166.6M | 2.2M | $110.0M | 1.5M | +697,668+47.17% | Add |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC |
| 0.57% | 0.65% | #282 | $166.3M | 2.2M | $168.0M | 2.3M | -86,694-3.84% | Reduce |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
| 2.38% | 2.58% | #64 | $163.4M | 2.1M | $149.4M | 2.0M | +125,480+6.25% | Add |
| Cetera Investment Advisers |
| 0.15% | 0.31% | #565 | $162.8M | 2.1M | $291.1M | 3.9M | -1.8M-45.68% | Reduce |
| Hackensack Meridian Health, Inc. |
| 10.86% | 5.98% | #5 | $160.8M | 2.1M | $63.4M | 853,000 | +1.2M+146.31% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.04% | 0.05% | #839 | $159.8M | 2.1M | $163.8M | 2.2M | -114,957-5.22% | Reduce |
| SAGESPRING WEALTH PARTNERS, LLC |
| 2.45% | 2.23% | #62 | $159.3M | 2.1M | $122.4M | 1.6M | +434,318+26.38% | Add |
| BlackRock, Inc. |
| <0.01% | <0.01% | #1223 | $149.3M | 2.0M | $167.1M | 2.2M | -296,737-13.21% | Reduce |
| Mariner, LLC |
| 0.15% | 0.08% | #562 | $144.8M | 1.9M | $66.1M | 888,630 | +1.0M+112.93% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.07% | 0.08% | #726 | $140.1M | 1.8M | $132.3M | 1.8M | +50,739+2.85% | Add |
| Envestnet Portfolio Solutions, Inc. |
| 0.65% | 1.75% | #263 | $136.6M | 1.8M | $315.5M | 4.2M | -2.5M-57.96% | Reduce |
| Composition Wealth, LLC |
| 1.54% | 2.11% | #115 | $131.6M | 1.7M | $153.7M | 2.1M | -348,505-16.86% | Reduce |
| Savant Capital, LLC |
| 0.35% | 0.43% | #362 | $118.3M | 1.5M | $89.5M | 1.2M | +319,262+26.53% | Add |
| Merit Financial Group, LLC |
| 0.71% | 1.31% | #242 | $116.7M | 1.5M | $176.2M | 2.4M | -845,942-35.69% | Reduce |
| NATIXIS ADVISORS, LLC |
| 0.13% | 0.11% | #598 | $116.1M | 1.5M | $75.4M | 1.0M | +502,294+49.54% | Add |
| Focus Partners Wealth |
| 0.11% | 0.12% | #646 | $103.6M | 1.4M | $108.6M | 1.5M | -105,205-7.21% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.12% | 0.13% | #616 | $101.9M | 1.3M | $92.0M | 1.2M | +93,515+7.56% | Add |
| TRUIST FINANCIAL CORP |
| 0.12% | 0.24% | #615 | $100.4M | 1.3M | $177.9M | 2.4M | -1.1M-45.16% | Reduce |
| Janney Montgomery Scott LLC |
| 0.19% | 0.5% | #496 | $99.5M | 1.3M | $200.7M | 2.7M | -1.4M-51.82% | Reduce |
| Modera Wealth Management, LLC |
| 1.05% | 1.19% | #170 | $98.3M | 1.3M | $99.3M | 1.3M | -50,570-3.79% | Reduce |
| Alesco Advisors, LLC, An ESL Co |
| 2.25% | 2.46% | #71 | $98.3M | 1.3M | $96.5M | 1.3M | -13,561-1.05% | Reduce |
| M&T BANK CORP |
| 0.28% | 0.3% | #408 | $94.7M | 1.2M | $88.8M | 1.2M | +42,835+3.59% | Add |
| NewEdge Advisors, LLC |
| 0.28% | 0.66% | #405 | $94.6M | 1.2M | $181.7M | 2.4M | -1.2M-49.44% | Reduce |
| Bank of New York Mellon Corp |
| 0.01% | 0.03% | #1036 | $88.6M | 1.2M | $184.5M | 2.5M | -1.3M-53.37% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.1% | 0.15% | #651 | $83.2M | 1.1M | $109.8M | 1.5M | -390,494-26.43% | Reduce |
| Beacon Pointe Advisors, LLC |
| 0.38% | 0.38% | #350 | $81.9M | 1.1M | $71.8M | 965,472 | +104,895+10.86% | Add |
