| LPL Financial LLC |
| 0.36% | 0.38% | #378 | $1.61B | 21.3M | $1.42B | 20.2M | +1.1M+5.22% | Add |
| MORGAN STANLEY |
| 0.08% | 0.08% | #739 | $1.53B | 20.2M | $1.30B | 19.0M | +1.1M+5.95% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.09% | 0.1% | #695 | $1.46B | 19.2M | $1.36B | 19.4M | -142,054-0.73% | Reduce |
| Wealthfront Advisers LLC |
| 2.58% | 2.68% | #112 | $1.34B | 17.7M | $1.22B | 17.4M | +313,914+1.80% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.44% | 0.4% | #344 | $1.09B | 14.4M | $831.5M | 12.1M | +2.3M+19.45% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.23% | 0.24% | #476 | $845.7M | 11.2M | $762.5M | 10.9M | +293,362+2.70% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.2% | 0.2% | #507 | $841.3M | 11.1M | $745.8M | 10.6M | +472,809+4.45% | Add |
| Capital Investment Advisors, LLC |
| 8.48% | 8.66% | #20 | $644.0M | 8.5M | $591.7M | 8.4M | +65,754+0.78% | Add |
| ROYAL BANK OF CANADA |
| 0.09% | 0.1% | #699 | $619.1M | 8.2M | $577.6M | 8.2M | -62,401-0.76% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.69% | 0.71% | #271 | $548.4M | 7.2M | $507.1M | 7.2M | +10,411+0.14% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.1% | 0.11% | #672 | $518.5M | 6.8M | $481.3M | 6.9M | -16,699-0.24% | Reduce |
| WELLS FARGO & COMPANY/MN |
| 0.08% | 0.09% | #726 | $518.4M | 6.8M | $467.5M | 6.7M | +178,079+2.67% | Add |
| PNC FINANCIAL SERVICES GROUP, INC. |
| 0.22% | 0.26% | #483 | $443.9M | 5.9M | $442.9M | 6.3M | -453,221-7.18% | Reduce |
| HighTower Advisors, LLC |
| 0.39% | 0.38% | #363 | $402.1M | 5.3M | $361.4M | 5.1M | +156,880+3.05% | Add |
| GOLDMAN SACHS GROUP INC |
| 0.03% | 0.04% | #943 | $378.1M | 5.0M | $335.0M | 4.8M | +215,441+4.51% | Add |
| JPMORGAN CHASE & CO |
| 0.02% | 0.02% | #1030 | $377.3M | 5.0M | $327.9M | 4.8M | +214,645+4.52% | Add |
| UBS Group AG |
| 0.04% | 0.05% | #881 | $347.0M | 4.6M | $327.0M | 4.7M | -81,632-1.75% | Reduce |
| FMR LLC |
| 0.01% | 0.02% | #1076 | $345.9M | 4.6M | $371.6M | 5.3M | -730,922-13.80% | Reduce |
| Cetera Investment Advisers |
| 0.24% | 0.25% | #462 | $265.4M | 3.5M | $233.3M | 3.3M | +177,627+5.34% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.52% | 0.61% | #317 | $254.9M | 3.4M | $219.1M | 3.1M | +241,564+7.74% | Add |
| VANTAGEPOINT INVESTMENT ADVISERS LLC |
| 1.77% | 1.85% | #147 | $236.0M | 3.1M | $218.6M | 3.1M | 00.00% | Unchanged |
| TRUIST FINANCIAL CORP |
| 0.27% | 0.28% | #434 | $224.3M | 3.0M | $206.1M | 2.9M | +21,699+0.74% | Add |
| STIFEL FINANCIAL CORP |
| 0.18% | 0.18% | #535 | $217.2M | 2.9M | $194.4M | 2.8M | +95,591+3.45% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.11% | 0.11% | #671 | $197.4M | 2.6M | $174.9M | 2.5M | +112,356+4.51% | Add |
| Mariner, LLC |
| 0.2% | 0.22% | #506 | $191.6M | 2.5M | $190.8M | 2.7M | -191,049-7.03% | Reduce |
| Kestra Advisory Services, LLC |
| 0.53% | 0.21% | #313 | $164.7M | 2.2M | $56.0M | 797,552 | +1.4M+172.45% | Add |
| OSAIC HOLDINGS, INC. |
| 0.19% | 0.18% | #513 | $162.3M | 2.1M | $122.9M | 1.8M | +389,586+22.25% | Add |
| TD PRIVATE CLIENT WEALTH LLC |
| 2.84% | 2.72% | #102 | $154.3M | 2.0M | $131.3M | 1.9M | +165,623+8.85% | Add |
| Avior Wealth Management, LLC |
| 3.93% | 3.78% | #76 | $133.3M | 1.9M | $133.3M | 1.9M | 00.00% | Unchanged |
| JANE STREET GROUP, LLC |
| 0.01% | 0.02% | #1123 | $129.5M | 1.7M | $118.2M | 1.7M | +24,500+1.45% | Add |
| Corient Private Wealth LLC |
| 0.09% | 0.16% | #715 | $116.5M | 1.5M | $114.0M | 1.6M | -89,019-5.47% | Reduce |
| First Command Advisory Services, Inc. |
| 0.65% | 0.72% | #279 | $109.4M | 1.4M | $106.7M | 1.5M | -76,927-5.06% | Reduce |
| Beacon Pointe Advisors, LLC |
| 0.51% | 0.52% | #322 | $109.3M | 1.4M | $97.9M | 1.4M | +47,394+3.40% | Add |
| ProVise Management Group, LLC |
| 7.27% | 7.08% | #31 | $108.4M | 1.4M | $98.5M | 1.4M | +27,160+1.94% | Add |
| Dynasty Wealth Management, LLC |
| 0.75% | 0.78% | #260 | $100.7M | 1.3M | $89.9M | 1.3M | +47,908+3.74% | Add |
| Bluespring Wealth Management, LLC |
| 1.93% | — | #141 | $100.6M | 1.3M | $0 | 0 | +1.3M | New Buy |
| Confluence Wealth Services, Inc. |
| 2.76% | 2.86% | #105 | $96.6M | 1.3M | $73.7M | 1.1M | +224,075+21.33% | Add |
| SHP Wealth Management |
| 6.61% | 6.34% | #36 | $96.2M | 1.3M | $84.0M | 1.2M | +72,055+6.02% | Add |
| Quotient Wealth Partners, LLC |
| 2.26% | 2.26% | #125 | $95.8M | 1.3M | $85.8M | 1.2M | +40,901+3.35% | Add |
| Gratus Wealth Advisors, LLC |
| 11.99% | 12.36% | #6 | $94.2M | 1.2M | $85.5M | 1.2M | +25,085+2.06% | Add |
| HM PAYSON & CO |
| 1.19% | 1.99% | #194 | $90.1M | 1.2M | $137.9M | 2.0M | -776,853-39.53% | Reduce |
| Seven Springs Wealth Group, LLC |
| 19.59% | 18.56% | #1 | $89.7M | 1.2M | $80.3M | 1.1M | +40,102+3.51% | Add |
| Ledyard National Bank |
| 7.06% | 6.95% | #33 | $88.1M | 1.2M | $80.2M | 1.1M | +19,920+1.74% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.2% | 0.2% | #509 | $85.3M | 1.1M | $77.6M | 1.1M | +19,221+1.74% | Add |
| Strategies Wealth Advisors, LLC |
| 7.5% | 8.91% | #29 | $83.9M | 1.1M | $88.7M | 1.3M | -157,807-12.48% | Reduce |
| American Trust |
| 6.07% | 6.16% | #41 | $78.7M | 1.0M | $69.7M | 993,754 | +45,289+4.56% | Add |
| Sanctuary Advisors, LLC |
| 0.34% | 0.37% | #390 | $74.3M | 980,791 | $69.1M | 984,746 | -3,955-0.40% | Reduce |
| BlackRock, Inc. |
| <0.01% | <0.01% | #1290 | $72.6M | 958,011 | $94.6M | 1.3M | -390,433-28.95% | Reduce |
| NewEdge Advisors, LLC |
| 0.22% | 0.24% | #488 | $72.3M | 953,486 | $65.1M | 928,191 | +25,295+2.73% | Add |
| Baird Financial Group, Inc. |
| 0.1% | 0.1% | #685 | $70.5M | 930,162 | $65.0M | 926,648 | +3,514+0.38% | Add |
