| Roehl & Yi Investment Advisors, LLC |
| 1.12% | 0.63% | #376 | $3.24B | 135,177 | $1.1M | 41,723 | +93,454+223.99% | Add |
| SUMITOMO LIFE INSURANCE CO |
| 30.88% | 32.62% | #4 | $1.89B | 59.6M | $1.39B | 45.5M | +14.1M+31.07% | Add |
| Rakuten Investment Management, Inc. |
| 4.35% | 4.58% | #117 | $1.51B | 47.1M | $2.25B | 83.2M | -36.0M-43.33% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| 0.07% | 0.07% | #1448 | $1.14B | 36.0M | $946.9M | 30.9M | +5.1M+16.53% | Add |
| LPL Financial LLC |
| 0.24% | 0.25% | #914 | $1.06B | 33.5M | $947.1M | 30.9M | +2.6M+8.53% | Add |
| MORGAN STANLEY |
| 0.05% | 0.05% | #1606 | $884.2M | 27.9M | $743.3M | 27.2M | +656,662+2.41% | Add |
| Cetera Investment Advisers |
| 0.74% | 0.79% | #485 | $808.2M | 25.5M | $742.0M | 24.2M | +1.3M+5.39% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.16% | 0.16% | #1117 | $572.9M | 18.1M | $527.1M | 17.2M | +886,918+5.16% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.13% | 0.14% | #1185 | $560.2M | 17.7M | $531.1M | 17.3M | +354,983+2.05% | Add |
| UBS Group AG |
| 0.06% | 0.07% | #1528 | $452.6M | 14.3M | $449.0M | 14.6M | -361,658-2.47% | Reduce |
| Wealthspire Advisors, LLC |
| 2.36% | 3.21% | #210 | $430.4M | 13.6M | $408.4M | 13.3M | +263,057+1.98% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.23% | 0.26% | #955 | $424.9M | 13.4M | $421.4M | 13.7M | -336,004-2.45% | Reduce |
| Wealthfront Advisers LLC |
| 0.77% | 0.86% | #473 | $400.2M | 12.6M | $392.9M | 12.8M | -188,634-1.47% | Reduce |
| ROYAL BANK OF CANADA |
| 0.05% | 0.05% | #1569 | $349.1M | 11.0M | $265.6M | 8.7M | +2.4M+27.17% | Add |
| OSAIC HOLDINGS, INC. |
| 0.41% | 0.43% | #702 | $344.7M | 10.9M | $293.1M | 9.6M | +1.3M+13.77% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.05% | 0.05% | #1567 | $323.1M | 10.2M | $285.3M | 9.3M | +891,334+9.59% | Add |
| Cassaday & Co Wealth Management LLC |
| 5.91% | 6.25% | #79 | $314.5M | 9.9M | $293.6M | 9.6M | +348,397+3.64% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.38% | 0.4% | #721 | $304.6M | 9.6M | $289.8M | 9.4M | +162,613+1.72% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.05% | 0.06% | #1564 | $259.7M | 8.2M | $242.2M | 7.9M | +294,367+3.73% | Add |
| Mariner, LLC |
| 0.23% | 0.27% | #943 | $221.1M | 7.0M | $233.4M | 7.6M | -632,571-8.32% | Reduce |
| MML INVESTORS SERVICES, LLC |
| 0.44% | 0.46% | #676 | $214.0M | 6.8M | $164.7M | 5.4M | +1.4M+25.73% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.49% | 0.52% | #632 | $210.8M | 6.6M | $200.7M | 6.5M | +105,933+1.62% | Add |
| Keystone Financial Planning, Inc. |
| 51.09% | 55.43% | #2 | $198.2M | 6.3M | $207.5M | 6.8M | -513,358-7.59% | Reduce |
| CIBC WORLD MARKET INC. |
| 0.31% | 0.31% | #808 | $197.7M | 6.2M | $188.9M | 6.2M | +75,581+1.23% | Add |
| Avantax Planning Partners, Inc. |
| 4.26% | 4.64% | #120 | $171.0M | 5.4M | $169.0M | 5.5M | -113,542-2.06% | Reduce |
| HHM Wealth Advisors, LLC |
| 16.91% | 18.21% | #6 | $168.5M | 5.3M | $158.2M | 5.2M | +156,107+3.03% | Add |
| HighTower Advisors, LLC |
| 0.16% | 0.17% | #1100 | $165.7M | 5.2M | $157.5M | 5.1M | +91,694+1.79% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.06% | 0.06% | #1492 | $158.3M | 4.9M | $117.4M | 3.9M | +1.1M+27.96% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.26% | 0.33% | #882 | $154.8M | 4.8M | $150.9M | 5.0M | -172,351-3.46% | Reduce |
| Creative Planning |
| 0.09% | 0.09% | #1369 | $150.2M | 4.7M | $134.9M | 4.4M | +339,826+7.73% | Add |
| KEYBANK NATIONAL ASSOCIATION/OH |
| 0.47% | 0.43% | #646 | $141.8M | 4.5M | $117.7M | 3.8M | +634,792+16.54% | Add |
| JPMORGAN CHASE & CO |
| 0.01% | 0.01% | #1964 | $124.2M | 3.9M | $131.4M | 4.3M | -422,249-9.79% | Reduce |
| Kestra Advisory Services, LLC |
| 0.37% | 0.41% | #735 | $115.3M | 3.6M | $108.1M | 3.5M | +112,270+3.19% | Add |
| TRUIST FINANCIAL CORP |
| 0.12% | 0.13% | #1220 | $103.4M | 3.3M | $97.5M | 3.2M | +82,201+2.59% | Add |
| Berger Financial Group, Inc |
| 5.19% | 5.14% | #94 | $101.6M | 3.2M | $91.9M | 3.0M | +210,210+7.02% | Add |
| Cresset Asset Management, LLC |
| 0.34% | 0.37% | #762 | $94.8M | 3.0M | $86.2M | 2.8M | +179,532+6.39% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| 0.11% | 0.1% | #1270 | $89.7M | 2.8M | $70.5M | 2.3M | +531,318+23.13% | Add |
| FIFTH THIRD BANCORP |
| 0.14% | 0.15% | #1154 | $87.6M | 2.8M | $84.1M | 2.7M | +23,083+0.84% | Add |
| Valmark Advisers, Inc. |
| 0.89% | 0.97% | #439 | $83.5M | 2.6M | $81.8M | 2.7M | -33,325-1.25% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| 0.01% | 0.01% | #1973 | $83.3M | 2.6M | $132.8M | 4.3M | -1.7M-39.31% | Reduce |
| Cerity Partners LLC |
| 0.1% | 0.11% | #1326 | $80.0M | 2.5M | $76.8M | 2.5M | +19,848+0.79% | Add |
| Golden Reserve Retirement LLC |
| 11.68% | 14.48% | #18 | $74.2M | 2.3M | $70.2M | 2.3M | +51,656+2.26% | Add |
| Asset Advisors Investment Management, LLC |
| 6.77% | 7.37% | #63 | $73.8M | 2.3M | $77.3M | 2.5M | -191,827-7.62% | Reduce |
| STIFEL FINANCIAL CORP |
| 0.06% | 0.07% | #1503 | $73.7M | 2.3M | $70.7M | 2.3M | +19,079+0.83% | Add |
| MAI Capital Management |
| 0.27% | 0.4% | #854 | $72.6M | 2.3M | $70.7M | 2.3M | -15,692-0.68% | Reduce |
| Baird Financial Group, Inc. |
| 0.09% | 0.1% | #1355 | $66.0M | 2.1M | $62.0M | 2.0M | +61,547+3.05% | Add |
| Mirae Asset Global Investments Co., Ltd. |
| 0.1% | 0.14% | #1319 | $65.8M | 2.1M | $50.1M | 1.6M | +443,221+27.16% | Add |
| Summit Asset Management, LLC |
| 8.4% | 8.79% | #39 | $65.6M | 2.1M | $63.2M | 2.1M | +7,658+0.37% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.88% | 0.91% | #443 | $65.1M | 2.1M | $59.1M | 1.9M | +128,838+6.69% | Add |
| Waverly Advisors, LLC |
| 0.38% | 0.4% | #730 | $64.8M | 2.0M | $53.6M | 1.7M | +296,601+16.98% | Add |
