| JPMORGAN CHASE & CO |
| 0.15% | 0.14% | #698 | $2.78B | 54.9M | $2.23B | 44.7M | +10.1M+22.65% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 1.03% | 1.18% | #198 | $1.93B | 38.2M | $1.92B | 38.6M | -349,357-0.91% | Reduce |
| MORGAN STANLEY |
| 0.07% | 0.07% | #927 | $1.41B | 28.0M | $1.15B | 23.0M | +5.0M+21.61% | Add |
| Creative Planning |
| 0.81% | 0.93% | #257 | $1.38B | 27.3M | $1.37B | 27.5M | -211,850-0.77% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.37% | 0.38% | #436 | $1.36B | 27.0M | $1.22B | 24.4M | +2.5M+10.37% | Add |
| Wealthfront Advisers LLC |
| 2.54% | 2.73% | #72 | $1.32B | 26.1M | $1.24B | 24.9M | +1.2M+4.69% | Add |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
| 0.15% | 0.19% | #692 | $1.16B | 23.0M | $1.24B | 24.8M | -1.8M-7.32% | Reduce |
| FMR LLC |
| 0.05% | 0.05% | #1043 | $1.08B | 21.4M | $1.01B | 20.3M | +1.1M+5.18% | Add |
| SEI INVESTMENTS CO |
| 0.7% | 0.64% | #292 | $801.3M | 15.8M | $706.7M | 14.2M | +1.7M+11.85% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.12% | 0.14% | #775 | $750.5M | 14.8M | $717.1M | 14.4M | +464,987+3.23% | Add |
| NORTHERN TRUST CORP |
| 0.09% | 0.1% | #882 | $749.2M | 14.8M | $728.4M | 14.6M | +211,579+1.45% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.05% | 0.05% | #1049 | $706.3M | 14.0M | $631.1M | 12.7M | +1.3M+10.39% | Add |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC |
| 2.3% | 2.44% | #83 | $667.2M | 13.2M | $633.9M | 12.7M | +483,641+3.81% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| 0.72% | 0.8% | #282 | $579.8M | 11.5M | $540.4M | 10.8M | +631,178+5.83% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.22% | 0.21% | #598 | $539.8M | 10.7M | $441.3M | 8.9M | +1.8M+20.21% | Add |
| LPL Financial LLC |
| 0.12% | 0.13% | #786 | $528.3M | 10.4M | $480.8M | 9.6M | +806,620+8.37% | Add |
| FRANKLIN RESOURCES INC |
| 0.07% | 0.08% | #930 | $362.9M | 7.2M | $360.4M | 7.2M | -49,174-0.68% | Reduce |
| Betterment LLC |
| 0.6% | 0.65% | #323 | $357.2M | 7.1M | $345.7M | 6.9M | +131,923+1.90% | Add |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| 4.25% | 4.62% | #34 | $323.4M | 6.4M | $315.1M | 6.3M | +77,516+1.23% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.07% | 0.07% | #945 | $296.0M | 5.9M | $269.5M | 5.4M | +450,334+8.34% | Add |
| Mariner, LLC |
| 0.25% | 0.25% | #555 | $241.8M | 4.8M | $212.9M | 4.3M | +512,423+12.01% | Add |
| Corient Private Wealth LLC |
| 0.17% | 0.31% | #650 | $231.3M | 4.6M | $220.1M | 4.5M | +90,470+2.02% | Add |
| UBS Group AG |
| 0.03% | 0.03% | #1141 | $228.7M | 4.5M | $216.8M | 4.3M | +176,473+4.06% | Add |
| RWA WEALTH PARTNERS, LLC |
| 2.17% | 2.32% | #91 | $226.4M | 4.5M | $212.1M | 4.3M | +225,571+5.31% | Add |
| Cerity Partners LLC |
| 0.27% | 0.31% | #530 | $223.3M | 4.4M | $219.6M | 4.4M | +13,515+0.31% | Add |
| VANGUARD ADVISERS INC |
| 0.75% | 0.75% | #276 | $220.7M | 4.4M | $192.2M | 3.9M | +510,250+13.25% | Add |
| ASPIRIANT, LLC |
| 5.34% | 6.02% | #25 | $216.1M | 4.3M | $211.2M | 4.2M | +38,860+0.92% | Add |
| ROYAL BANK OF CANADA |
| 0.03% | 0.03% | #1145 | $190.0M | 3.8M | $165.2M | 3.3M | +445,473+13.45% | Add |
| US BANCORP \DE\ |
| 0.2% | 0.21% | #616 | $181.7M | 3.6M | $174.2M | 3.5M | +98,920+2.83% | Add |
| Orgel Wealth Management, LLC |
| 3.43% | 3.72% | #47 | $180.6M | 3.6M | $172.9M | 3.5M | +105,896+3.06% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.04% | 0.04% | #1100 | $173.5M | 3.4M | $159.5M | 3.2M | +229,841+7.19% | Add |
| Savant Capital, LLC |
| 0.49% | 0.39% | #373 | $165.3M | 3.3M | $80.6M | 1.6M | +1.7M+103.66% | Add |
| JANE STREET GROUP, LLC |
| 0.01% | <0.01% | #1262 | $139.3M | 2.8M | $1.8M | 36,017 | +2.7M+7,548.01% | Add |
| HighTower Advisors, LLC |
| 0.13% | 0.14% | #750 | $137.0M | 2.7M | $130.8M | 2.6M | +86,623+3.30% | Add |
| Facet Wealth, Inc. |
| 1.88% | 2.28% | #105 | $131.0M | 2.6M | $131.7M | 2.6M | -48,184-1.83% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.64% | 0.51% | #310 | $130.1M | 2.6M | $63.5M | 1.3M | +1.3M+101.88% | Add |
| Pathstone Holdings, LLC |
| 0.36% | 0.47% | #441 | $125.2M | 2.5M | $118.1M | 2.4M | +107,463+4.54% | Add |
| Members Trust Co |
| 3.87% | 4.07% | #42 | $124.2M | 2.5M | $122.4M | 2.5M | +940+0.04% | Add |
| PNC FINANCIAL SERVICES GROUP, INC. |
| 0.06% | 0.07% | #983 | $121.6M | 2.4M | $122.9M | 2.5M | -59,372-2.41% | Reduce |
| OneDigital Investment Advisors LLC |
| 0.98% | 1.05% | #209 | $115.8M | 2.3M | $107.4M | 2.2M | +136,007+6.32% | Add |
| OSAIC HOLDINGS, INC. |
| 0.13% | 0.12% | #747 | $113.3M | 2.2M | $80.3M | 1.6M | +631,755+39.28% | Add |
| Wedmont Private Capital |
| 2.99% | 2.57% | #59 | $109.1M | 2.2M | $79.6M | 1.6M | +580,171+36.54% | Add |
| Bank of New York Mellon Corp |
| 0.02% | 0.02% | #1215 | $106.5M | 2.1M | $90.0M | 1.8M | +300,198+16.63% | Add |
| Sequoia Financial Advisors, LLC |
| 0.52% | 0.52% | #357 | $104.9M | 2.1M | $92.1M | 1.8M | +226,758+12.28% | Add |
| Prime Capital Investment Advisors, LLC |
| 0.96% | 1.09% | #215 | $98.7M | 2.0M | $94.6M | 1.9M | +55,466+2.93% | Add |
| GeoWealth Management, LLC |
| 3.01% | 2.78% | #58 | $95.7M | 1.9M | $77.2M | 1.5M | +344,674+22.28% | Add |
| SCS Capital Management LLC |
| 0.87% | 1.02% | #236 | $92.5M | 1.8M | $96.3M | 1.9M | -100,768-5.22% | Reduce |
| EP Wealth Advisors, LLC |
| 0.35% | 0.32% | #451 | $92.4M | 1.8M | $64.8M | 1.3M | +526,744+40.52% | Add |
| RENAISSANCE TECHNOLOGIES LLC |
| 0.12% | 0.03% | #770 | $89.8M | 1.8M | $22.1M | 442,400 | +1.3M+301.49% | Add |
| Baird Financial Group, Inc. |
| 0.12% | 0.13% | #780 | $87.6M | 1.7M | $85.2M | 1.7M | +24,304+1.42% | Add |
