| BANK OF AMERICA CORP /DE/ |
| 0.33% | 0.36% | #349 | $5.21B | 88.4M | $4.95B | 83.1M | +5.4M+6.46% | Add |
| JPMORGAN CHASE & CO |
| 0.26% | 0.33% | #375 | $4.65B | 78.5M | $5.10B | 85.8M | -7.2M-8.44% | Reduce |
| Empower Advisory Group, LLC |
| 3.6% | 3.65% | #105 | $1.51B | 25.6M | $1.41B | 23.6M | +2.0M+8.33% | Add |
| MORGAN STANLEY |
| 0.07% | 0.07% | #549 | $1.40B | 23.7M | $1.19B | 19.8M | +3.8M+19.40% | Add |
| Employees Retirement System of Texas |
| 10.96% | 12.18% | #12 | $1.38B | 23.4M | $1.39B | 23.4M | 00.00% | Unchanged |
| Roehl & Yi Investment Advisors, LLC |
| 0.47% | — | #304 | $1.37B | 1.4M | $0 | 0 | +1.4M | New Buy |
| Creative Planning |
| 0.72% | 0.78% | #261 | $1.24B | 21.0M | $1.14B | 19.2M | +1.8M+9.39% | Add |
| SCS Capital Management LLC |
| 11.15% | 12.14% | #10 | $1.18B | 20.0M | $1.15B | 19.2M | +759,421+3.95% | Add |
| Focus Partners Wealth |
| 0.92% | 0.92% | #237 | $893.6M | 15.2M | $824.1M | 13.8M | +1.3M+9.49% | Add |
| UBS Group AG |
| 0.11% | 0.09% | #500 | $843.7M | 14.3M | $606.6M | 10.2M | +4.1M+40.45% | Add |
| ALLIANCEBERNSTEIN L.P. |
| 0.2% | <0.01% | #413 | $589.5M | 9.9M | $349,572 | 5,833 | +9.9M+169,623.98% | Add |
| Focus Partners Advisor Solutions, LLC |
| 4.8% | 4.76% | #74 | $566.3M | 9.6M | $472.4M | 7.9M | +1.7M+21.03% | Add |
| NEPC LLC |
| 9.33% | 9.65% | #18 | $499.9M | 8.5M | $484.6M | 8.1M | +337,995+4.15% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.09% | 0.09% | #516 | $394.6M | 6.7M | $346.3M | 5.8M | +875,314+15.05% | Add |
| MASECO LLP |
| 11.06% | 12.12% | #11 | $393.4M | 6.7M | $386.5M | 6.5M | +179,246+2.76% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.08% | 0.08% | #543 | $388.6M | 6.6M | $328.4M | 5.5M | +1.1M+19.42% | Add |
| Blue Trust, Inc. |
| 3.68% | 4.93% | #101 | $385.5M | 6.5M | $430.9M | 7.2M | -699,798-9.67% | Reduce |
| Savant Capital, LLC |
| 1.13% | 1.71% | #212 | $384.2M | 6.5M | $353.8M | 5.9M | +567,579+9.55% | Add |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV |
| 5.39% | 5.16% | #59 | $373.5M | 6.3M | $179.8M | 3.0M | +3.3M+109.26% | Add |
| Cerity Partners LLC |
| 0.37% | 0.4% | #335 | $304.5M | 5.2M | $284.8M | 4.8M | +379,357+7.93% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.05% | 0.05% | #605 | $293.3M | 5.0M | $271.6M | 4.6M | +412,113+9.04% | Add |
| Corient Private Wealth LLC |
| 0.22% | 0.36% | #396 | $292.7M | 5.0M | $248.4M | 4.2M | +751,529+17.88% | Add |
| WIT, LLC |
| 4.62% | 0.09% | #77 | $289.1M | 4.9M | $4.9M | 82,534 | +4.8M+5,839.80% | Add |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| 3.25% | 3.43% | #111 | $247.5M | 4.2M | $234.3M | 3.9M | +261,836+6.65% | Add |
| FMR LLC |
| 0.01% | 0.01% | #793 | $223.8M | 3.8M | $244.5M | 4.1M | -310,907-7.57% | Reduce |
| Valmark Advisers, Inc. |
| 2.23% | 2.22% | #148 | $210.4M | 3.6M | $186.9M | 3.1M | +428,465+13.65% | Add |
| MANNING & NAPIER ADVISORS LLC |
| 2.54% | 0.58% | #134 | $198.3M | 3.4M | $41.2M | 692,666 | +2.7M+383.93% | Add |
| Fisher Asset Management, LLC |
| 0.06% | 0.07% | #580 | $197.5M | 3.3M | $200.5M | 3.4M | -19,976-0.59% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.05% | 0.06% | #593 | $196.9M | 3.3M | $193.3M | 3.2M | +91,522+2.82% | Add |
| HighTower Advisors, LLC |
| 0.19% | 0.21% | #421 | $193.4M | 3.3M | $199.4M | 3.3M | -69,745-2.08% | Reduce |
| LPL Financial LLC |
| 0.04% | 0.04% | #623 | $182.5M | 3.1M | $162.4M | 2.7M | +367,302+13.47% | Add |
| Foster Group, Inc. |
| 4.4% | 4.71% | #84 | $165.4M | 2.8M | $158.1M | 2.7M | +148,428+5.59% | Add |
| Strategic Financial Services, Inc. |
| 7.23% | 7.66% | #30 | $165.0M | 2.8M | $161.0M | 2.7M | +94,028+3.48% | Add |
| Acropolis Investment Management, LLC |
| 5.73% | 5.69% | #51 | $128.6M | 2.2M | $128.7M | 2.2M | -2,920-0.14% | Reduce |
| Bangor Savings Bank |
| 10.25% | 10.12% | #15 | $125.4M | 2.1M | $126.6M | 2.1M | -20,170-0.95% | Reduce |
| ROYAL BANK OF CANADA |
| 0.02% | 0.02% | #733 | $114.2M | 1.9M | $109.8M | 1.8M | +92,920+5.04% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.19% | 0.25% | #418 | $114.1M | 1.9M | $113.6M | 1.9M | +36,032+1.88% | Add |
| FIRST INTERSTATE BANK |
| 5.93% | 6.02% | #45 | $113.7M | 1.9M | $107.2M | 1.8M | +127,831+7.10% | Add |
| Kestra Investment Management, LLC |
| 2.17% | 3.08% | #152 | $111.8M | 1.9M | $178.4M | 3.0M | -1.1M-36.74% | Reduce |
| Cetera Investment Advisers |
| 0.1% | 0.11% | #511 | $107.0M | 1.8M | $100.9M | 1.7M | +119,524+7.05% | Add |
| Valeo Financial Advisors, LLC |
| 1.97% | 2.61% | #158 | $93.3M | 1.7M | $109.3M | 2.0M | -255,418-12.84% | Reduce |
| Perigon Wealth Management, LLC |
| 1.46% | 1.65% | #186 | $93.1M | 1.6M | $98.0M | 1.6M | -67,125-4.08% | Reduce |
| Atria Investments, Inc |
| 0.93% | 1% | #234 | $92.7M | 1.6M | $89.0M | 1.5M | +76,996+5.15% | Add |
| Bank of New York Mellon Corp |
| 0.01% | 0.02% | #742 | $91.0M | 1.5M | $93.9M | 1.6M | -33,323-2.11% | Reduce |
| BURNEY CO/ |
| 2.42% | 2.56% | #139 | $89.8M | 1.5M | $81.7M | 1.4M | +150,549+10.97% | Add |
| Badgley Phelps Wealth Managers, LLC |
| 1.54% | 1.74% | #179 | $87.9M | 1.5M | $87.1M | 1.5M | +26,291+1.80% | Add |
| Modern Wealth Management, LLC |
| 1.01% | 0.38% | #222 | $84.9M | 1.4M | $22.1M | 372,918 | +1.1M+286.06% | Add |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
| 0.01% | 0.02% | #743 | $81.0M | 1.4M | $88.7M | 1.5M | -114,957-7.72% | Reduce |
| Sand Hill Global Advisors, LLC |
| 2.42% | 2.55% | #140 | $80.3M | 1.4M | $75.7M | 1.3M | +89,698+7.06% | Add |
| Miller Investment Management, LP |
| 7.01% | 8.19% | #33 | $76.7M | 1.3M | $79.0M | 1.3M | -25,650-1.93% | Reduce |
