| LPL Financial LLC |
| 1.09% | 1.04% | #322 | $4.83B | 40.6M | $3.90B | 39.8M | +801,892+2.01% | Add |
| Financial Engines Advisors L.L.C. |
| 3.46% | 3.46% | #156 | $1.95B | 16.4M | $1.70B | 17.4M | -1.0M-6.01% | Reduce |
| GOLDMAN SACHS GROUP INC |
| 0.16% | 0.17% | #677 | $1.89B | 15.9M | $1.47B | 15.0M | +896,243+5.97% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.26% | 0.23% | #584 | $1.29B | 10.8M | $1.00B | 10.3M | +549,131+5.36% | Add |
| Allworth Financial LP |
| 5.33% | 4.93% | #99 | $1.25B | 10.5M | $1.22B | 12.4M | -1.9M-15.02% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| 0.08% | 0.02% | #833 | $1.24B | 10.4M | $306.5M | 3.1M | +7.3M+231.80% | Add |
| MORGAN STANLEY |
| 0.06% | 0.05% | #890 | $1.14B | 9.6M | $865.3M | 8.3M | +1.3M+15.58% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.27% | 0.23% | #571 | $1.13B | 9.5M | $840.6M | 8.6M | +903,774+10.53% | Add |
| Horizon Investments, LLC |
| 6.93% | 6.92% | #80 | $660.7M | 5.6M | $625.5M | 6.4M | -836,207-13.09% | Reduce |
| JPMORGAN CHASE & CO |
| 0.04% | 0.03% | #981 | $656.2M | 5.6M | $534.2M | 5.7M | -90,425-1.59% | Reduce |
| Valmark Advisers, Inc. |
| 5.98% | 5.68% | #91 | $563.8M | 4.7M | $478.2M | 4.9M | -146,137-2.99% | Reduce |
| Equitable Holdings, Inc. |
| 3.2% | 1.27% | #173 | $536.0M | 4.5M | $197.8M | 4.7M | -136,207-2.92% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.14% | 0.13% | #716 | $515.2M | 4.3M | $407.0M | 4.2M | +172,289+4.14% | Add |
| VANTAGEPOINT INVESTMENT ADVISERS LLC |
| 3.75% | 3.53% | #144 | $501.2M | 4.2M | $417.1M | 4.3M | -48,454-1.14% | Reduce |
| Dynasty Wealth Management, LLC |
| 3.37% | 3.26% | #160 | $453.5M | 3.8M | $373.7M | 3.8M | -5,011-0.13% | Reduce |
| Quotient Wealth Partners, LLC |
| 10.3% | 9.49% | #39 | $436.4M | 3.7M | $360.5M | 3.7M | -14,713-0.40% | Reduce |
| UBS Group AG |
| 0.05% | 0.05% | #909 | $426.9M | 3.6M | $364.9M | 3.7M | -139,571-3.74% | Reduce |
| ROYAL BANK OF CANADA |
| 0.06% | 0.05% | #882 | $410.8M | 3.5M | $272.8M | 2.8M | +666,558+23.92% | Add |
| Orgel Wealth Management, LLC |
| 7.67% | 7.23% | #63 | $404.4M | 3.4M | $335.7M | 3.4M | -30,708-0.90% | Reduce |
| WELLS FARGO & COMPANY/MN |
| 0.06% | 0.06% | #872 | $394.8M | 3.3M | $311.9M | 3.2M | +132,224+4.15% | Add |
| Cetera Investment Advisers |
| 0.35% | 0.32% | #516 | $388.4M | 3.3M | $301.4M | 3.1M | +185,929+6.04% | Add |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
| 0.29% | — | #552 | $375.9M | 3.2M | $0 | 0 | +3.2M | New Buy |
| AE Wealth Management LLC |
| 1.65% | 1.62% | #269 | $353.4M | 3.0M | $300.5M | 3.1M | -99,142-3.23% | Reduce |
| Kestra Investment Management, LLC |
| 6.73% | 6.04% | #84 | $347.5M | 2.9M | $350.4M | 3.6M | -658,971-18.41% | Reduce |
| Advisory Alpha, LLC |
| 8.43% | 7.89% | #54 | $343.7M | 2.9M | $288.8M | 3.0M | -61,999-2.10% | Reduce |
| Willis Johnson & Associates, Inc. |
| 18.65% | 15.89% | #6 | $334.7M | 2.8M | $272.8M | 2.8M | +26,747+0.96% | Add |
| Savant Capital, LLC |
| 0.95% | 0.71% | #339 | $323.8M | 3.0M | $146.4M | 1.5M | +1.5M+99.76% | Add |
| Private Advisor Group, LLC |
| 1.43% | 1.01% | #285 | $311.7M | 2.6M | $214.5M | 2.2M | +429,122+19.59% | Add |
| TRUIST FINANCIAL CORP |
| 0.37% | 0.34% | #508 | $310.9M | 2.6M | $252.2M | 2.6M | +37,246+1.45% | Add |
| OSAIC HOLDINGS, INC. |
| 0.36% | 0.33% | #513 | $307.9M | 2.6M | $227.3M | 2.3M | +266,501+11.48% | Add |
| HighTower Advisors, LLC |
| 0.28% | 0.25% | #555 | $293.1M | 2.5M | $237.7M | 2.4M | +36,105+1.49% | Add |
| HB Wealth Management, LLC |
| 1.63% | 1.63% | #270 | $291.0M | 2.4M | $251.3M | 2.8M | -321,694-11.63% | Reduce |
| NorthRock Partners, LLC |
| 4.01% | 3.46% | #136 | $276.9M | 2.3M | $214.9M | 2.2M | +132,109+6.02% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.15% | 0.08% | #707 | $273.1M | 2.3M | $136.0M | 1.4M | +905,976+65.20% | Add |
| Connecticut Wealth Management, LLC |
| 9.55% | 8.67% | #47 | $258.2M | 2.2M | $206.8M | 2.1M | +57,996+2.75% | Add |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC |
| 0.88% | 0.68% | #356 | $254.5M | 2.1M | $176.6M | 1.8M | +334,586+18.55% | Add |
| SCS Capital Management LLC |
| 2.17% | 2.01% | #225 | $230.2M | 1.9M | $190.0M | 1.9M | -5,727-0.30% | Reduce |
| FMR LLC |
| 0.01% | 0.01% | #1203 | $215.7M | 1.8M | $181.0M | 1.8M | -35,687-1.93% | Reduce |
| Gerber Kawasaki Wealth & Investment Management |
| 5.68% | 5.37% | #93 | $212.9M | 1.8M | $168.7M | 1.7M | +67,524+3.92% | Add |
| STIFEL FINANCIAL CORP |
| 0.18% | 0.16% | #660 | $211.4M | 1.8M | $175.0M | 1.8M | -10,678-0.60% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.26% | 0.21% | #583 | $206.7M | 1.7M | $148.1M | 1.5M | +224,565+14.85% | Add |
| DIVERSIFY WEALTH MANAGEMENT, LLC |
| 2.38% | 3.31% | #219 | $202.3M | 1.8M | $185.9M | 1.7M | +99,419+5.97% | Add |
| Integrated Wealth Concepts LLC |
| 0.91% | 0.84% | #346 | $186.2M | 1.6M | $105.1M | 1.1M | +491,733+45.82% | Add |
| Focused Wealth Management, Inc |
| 15.85% | 15.26% | #10 | $182.2M | 1.5M | $147.1M | 1.5M | +28,949+1.93% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.07% | 0.04% | #848 | $180.5M | 1.6M | $88.2M | 930,138 | +643,589+69.19% | Add |
| CoreCap Advisors, LLC |
| 5.23% | 4.8% | #100 | $177.2M | 1.5M | $140.9M | 1.4M | +50,393+3.50% | Add |
| OLD NATIONAL BANCORP /IN/ |
| 3.39% | 2.39% | #159 | $170.1M | 1.4M | $142.4M | 1.5M | -24,747-1.70% | Reduce |
| Octavia Wealth Advisors, LLC |
| 14.39% | 13% | #18 | $166.7M | 1.4M | $136.0M | 1.4M | +12,275+0.88% | Add |
| AlphaStar Capital Management, LLC |
| 10.23% | 8.75% | #40 | $160.9M | 1.4M | $118.6M | 1.2M | +140,459+11.59% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.32% | 0.3% | #531 | $158.8M | 1.3M | $109.7M | 1.1M | +213,785+19.08% | Add |
