| JONES FINANCIAL COMPANIES LLLP |
| 5.83% | 3.97% | #186 | $14.56B | 169.8M | $8.26B | 110.7M | +59.1M+53.43% | Add |
| Betterment LLC |
| 14.55% | 13.28% | #53 | $8.60B | 97.9M | $7.01B | 91.6M | +6.3M+6.83% | Add |
| JPMORGAN CHASE & CO |
| 0.32% | 0.33% | #824 | $5.90B | 67.7M | $5.15B | 69.2M | -1.5M-2.12% | Reduce |
| USS Investment Management Ltd |
| 23.01% | 21.13% | #19 | $5.83B | 66.4M | $5.08B | 66.4M | 00.00% | Unchanged |
| LPL Financial LLC |
| 1.25% | 1.19% | #504 | $5.57B | 63.4M | $4.49B | 58.7M | +4.7M+8.00% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.31% | 0.2% | #838 | $4.81B | 54.7M | $2.77B | 36.2M | +18.5M+51.26% | Add |
| MARSHALL WACE, LLP |
| 3.25% | 3.78% | #295 | $4.12B | 46.9M | $3.80B | 49.7M | -2.8M-5.60% | Reduce |
| Allianz Asset Management GmbH |
| 3.59% | 1.59% | #276 | $4.06B | 46.2M | $1.52B | 19.8M | +26.4M+132.97% | Add |
| Creative Planning |
| 1.82% | 1.75% | #419 | $3.11B | 35.4M | $2.58B | 33.7M | +1.7M+5.07% | Add |
| Kedalion Capital Management LLP |
| 73.34% | 39.32% | #1 | $3.09B | 35.1M | $1.37B | 17.9M | +17.3M+96.49% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.47% | 0.42% | #735 | $1.99B | 22.7M | $1.55B | 20.3M | +2.4M+12.04% | Add |
| Walleye Capital LLC |
| 6.45% | — | #170 | $1.80B | 20.5M | $0 | 0 | +20.5M | New Buy |
| GOLDMAN SACHS GROUP INC |
| 0.15% | 0.08% | #1022 | $1.76B | 20.1M | $694.4M | 9.1M | +11.0M+121.28% | Add |
| MORGAN STANLEY |
| 0.09% | 0.07% | #1162 | $1.66B | 18.9M | $1.12B | 14.2M | +4.6M+32.59% | Add |
| OSSIAM |
| 13.71% | 10.26% | #67 | $1.03B | 11.8M | $583.2M | 7.6M | +4.1M+54.35% | Add |
| MKP Capital Management, L.L.C. |
| 27.92% | 34.39% | #9 | $1.02B | 11.7M | $1.05B | 13.7M | -2.0M-14.78% | Reduce |
| Invesco Ltd. |
| 0.07% | 0.12% | #1196 | $931.9M | 10.6M | $811.8M | 10.6M | -1,417-0.01% | Reduce |
| OneDigital Investment Advisors LLC |
| 7.65% | 5.35% | #136 | $906.0M | 10.3M | $547.2M | 7.1M | +3.2M+44.21% | Add |
| NISSAY ASSET MANAGEMENT CORP /JAPAN |
| 3.71% | 4.05% | #270 | $877.9M | 10.0M | $764.6M | 10.0M | 00.00% | Unchanged |
| National Mutual Insurance Federation of Agricultural Cooperatives |
| 5.48% | 5.62% | #194 | $838.0M | 9.5M | $729.9M | 9.5M | 00.00% | Unchanged |
| WELLS FARGO & COMPANY/MN |
| 0.13% | 0.06% | #1067 | $796.3M | 9.1M | $309.5M | 4.0M | +5.0M+124.07% | Add |
| ROYAL BANK OF CANADA |
| 0.11% | 0.04% | #1110 | $747.0M | 8.5M | $230.8M | 3.0M | +5.5M+181.92% | Add |
| OSAIC HOLDINGS, INC. |
| 0.8% | 0.8% | #592 | $683.9M | 7.8M | $546.5M | 7.1M | +642,527+9.00% | Add |
| Clark Capital Management Group, Inc. |
| 3.63% | 3.65% | #272 | $666.8M | 7.6M | $592.2M | 7.7M | -149,707-1.93% | Reduce |
| GREENLEAF TRUST |
| 5.93% | 4.81% | #180 | $615.6M | 7.0M | $489.6M | 6.4M | +609,223+9.52% | Add |
| EXCHANGE TRADED CONCEPTS, LLC |
| 2.74% | 3.38% | #327 | $598.5M | 6.8M | $477.4M | 6.2M | +573,350+9.19% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.11% | 0.09% | #1118 | $539.2M | 6.1M | $391.4M | 5.1M | +1.0M+19.83% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.15% | 0.13% | #1035 | $539.2M | 6.1M | $415.7M | 5.4M | +704,576+12.97% | Add |
| 1900 WEALTH MANAGEMENT LLC |
| 29.59% | 29.61% | #7 | $531.2M | 6.0M | $461.2M | 6.0M | +18,899+0.31% | Add |
| TIG Advisors, LLC |
| 23.28% | 21.09% | #17 | $525.6M | 6.0M | $456.3M | 6.0M | +16,187+0.27% | Add |
| Private Advisor Group, LLC |
| 2.4% | 1.79% | #356 | $523.5M | 6.0M | $381.7M | 5.0M | +969,594+19.44% | Add |
| Main Management Fund Advisors LLC |
| 36.76% | — | #5 | $519.8M | 5.9M | $0 | 0 | +5.9M | New Buy |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.28% | 0.25% | #865 | $515.0M | 5.9M | $411.1M | 5.4M | +489,137+9.11% | Add |
| Wealthspire Advisors, LLC |
| 2.79% | 0.45% | #325 | $509.6M | 5.8M | $57.5M | 751,451 | +5.0M+671.74% | Add |
| BANK OF MONTREAL /CAN/ |
| 0.16% | 0.01% | #994 | $492.7M | 5.6M | $22.2M | 290,482 | +5.3M+1,829.90% | Add |
| TD PRIVATE CLIENT WEALTH LLC |
| 8.9% | 8.28% | #113 | $484.1M | 5.5M | $399.4M | 5.2M | +290,132+5.56% | Add |
| Cetera Investment Advisers |
| 0.42% | 0.4% | #763 | $459.0M | 5.2M | $372.2M | 4.9M | +360,432+7.41% | Add |
| Advance Capital Management, Inc. |
| 14.67% | 15.28% | #52 | $453.8M | 5.2M | $403.3M | 5.3M | -104,412-1.98% | Reduce |
| Composition Wealth, LLC |
| 5.24% | 4.19% | #200 | $447.3M | 5.1M | $305.1M | 4.0M | +1.1M+27.71% | Add |
| Aptus Capital Advisors, LLC |
| 3.06% | 2.84% | #306 | $446.8M | 5.1M | $361.1M | 4.7M | +366,104+7.76% | Add |
| NICOLET BANKSHARES INC |
| 14.04% | 13.18% | #60 | $441.8M | 5.0M | $357.2M | 4.6M | +363,961+7.85% | Add |
| Financial Engines Advisors L.L.C. |
| 0.78% | 0.78% | #602 | $440.3M | 5.0M | $386.6M | 5.1M | -40,419-0.80% | Reduce |
| First Command Advisory Services, Inc. |
| 2.58% | 2.19% | #343 | $433.6M | 4.9M | $325.5M | 4.3M | +681,758+16.03% | Add |
| NATIXIS ADVISORS, LLC |
| 0.48% | 0.73% | #729 | $425.4M | 4.8M | $522.6M | 6.8M | -2.0M-29.11% | Reduce |
| HighTower Advisors, LLC |
| 0.4% | 0.35% | #772 | $417.7M | 4.8M | $334.3M | 4.4M | +385,632+8.83% | Add |
| NATIXIS |
| 1.65% | 3.62% | #434 | $409.9M | 4.7M | $1.00B | 13.3M | -8.7M-64.93% | Reduce |
| NorthRock Partners, LLC |
| 5.9% | 5.14% | #184 | $406.8M | 4.6M | $318.8M | 4.2M | +465,087+11.17% | Add |
| Gradient Investments LLC |
| 5.43% | 4.98% | #196 | $393.2M | 4.5M | $321.3M | 4.2M | +276,367+6.58% | Add |
| NewEdge Advisors, LLC |
| 1.15% | 0.76% | #526 | $387.2M | 4.4M | $210.9M | 2.8M | +1.7M+59.90% | Add |
| Wealthcare Advisory Partners LLC |
| 7.32% | 6.76% | #143 | $385.9M | 4.4M | $347.8M | 4.5M | -152,540-3.36% | Reduce |
