| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
| 0.55% | 0.19% | #480 | $4.13B | 122.0M | $1.27B | 43.5M | +78.5M+180.39% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.49% | 0.5% | #500 | $2.09B | 61.8M | $1.88B | 64.5M | -2.7M-4.15% | Reduce |
| SEI INVESTMENTS CO |
| 1.4% | 1.26% | #314 | $1.61B | 47.7M | $1.39B | 47.6M | +95,450+0.20% | Add |
| Financial Engines Advisors L.L.C. |
| 2.36% | 2.02% | #220 | $1.33B | 39.2M | $993.5M | 34.1M | +5.1M+14.97% | Add |
| LPL Financial LLC |
| 0.29% | 0.29% | #646 | $1.30B | 38.3M | $1.09B | 37.3M | +1.0M+2.71% | Add |
| Mariner, LLC |
| 0.68% | 0.67% | #436 | $653.4M | 19.3M | $575.7M | 19.8M | -455,590-2.31% | Reduce |
| Cetera Investment Advisers |
| 0.59% | 0.56% | #463 | $644.2M | 19.0M | $523.0M | 18.0M | +1.1M+6.02% | Add |
| OSAIC HOLDINGS, INC. |
| 0.73% | 0.78% | #420 | $622.6M | 18.4M | $530.1M | 18.2M | +194,976+1.07% | Add |
| VANTAGEPOINT INVESTMENT ADVISERS LLC |
| 4.32% | 4.21% | #142 | $577.6M | 17.1M | $497.2M | 17.1M | 00.00% | Unchanged |
| RAYMOND JAMES FINANCIAL INC |
| 0.16% | 0.14% | #831 | $574.2M | 17.0M | $461.0M | 15.8M | +1.1M+7.21% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.11% | 0.11% | #930 | $542.1M | 16.0M | $478.6M | 16.4M | -413,008-2.51% | Reduce |
| Avantax Planning Partners, Inc. |
| 12.59% | 12.02% | #31 | $506.0M | 15.0M | $437.9M | 15.0M | -79,710-0.53% | Reduce |
| Fund Evaluation Group, LLC |
| 13.38% | 9.56% | #25 | $495.7M | 14.6M | $311.1M | 10.7M | +4.0M+37.11% | Add |
| MATHER GROUP, LLC. |
| 3.84% | 12.65% | #153 | $440.2M | 13.0M | $1.27B | 43.5M | -30.5M-70.11% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.2% | 0.18% | #766 | $371.2M | 11.0M | $295.6M | 10.1M | +822,641+8.11% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.75% | 0.73% | #414 | $366.9M | 10.8M | $264.2M | 9.1M | +1.8M+19.54% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.06% | 0.05% | #1127 | $354.4M | 10.5M | $251.0M | 8.6M | +1.9M+21.53% | Add |
| MORGAN STANLEY |
| 0.02% | 0.02% | #1396 | $322.1M | 9.5M | $282.9M | 8.9M | +655,250+7.39% | Add |
| McAdam, LLC |
| 11.15% | 9.73% | #39 | $288.9M | 8.5M | $215.9M | 7.4M | +1.1M+15.16% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.02% | 0.02% | #1390 | $285.8M | 8.4M | $291.5M | 10.0M | -1.6M-15.61% | Reduce |
| JPMORGAN CHASE & CO |
| 0.02% | 0.01% | #1405 | $275.1M | 8.2M | $222.1M | 7.9M | +315,367+3.99% | Add |
| OneDigital Investment Advisors LLC |
| 2.22% | 2.13% | #232 | $263.1M | 7.8M | $218.0M | 7.5M | +294,000+3.93% | Add |
| HighTower Advisors, LLC |
| 0.24% | 0.27% | #700 | $249.0M | 7.4M | $251.2M | 8.6M | -1.3M-14.70% | Reduce |
| Focus Partners Wealth |
| 0.24% | 0.39% | #705 | $231.3M | 6.8M | $354.0M | 12.1M | -5.3M-43.73% | Reduce |
| Beacon Pointe Advisors, LLC |
| 1.06% | 1.03% | #361 | $228.2M | 6.7M | $195.2M | 6.7M | +43,718+0.65% | Add |
| MONETA GROUP INVESTMENT ADVISORS LLC |
| 1.67% | 1.41% | #279 | $225.5M | 6.7M | $187.4M | 6.4M | +228,663+3.55% | Add |
| RMG Wealth Management LLC |
| 21.62% | 21.33% | #6 | $209.2M | 5.9M | $184.8M | 5.4M | +461,719+8.53% | Add |
| Thrive Wealth Management, LLC |
| 23.35% | 23.09% | #4 | $183.8M | 5.4M | $154.9M | 5.3M | +112,806+2.12% | Add |
| Clark Capital Management Group, Inc. |
| 0.83% | 0.83% | #401 | $152.0M | 4.5M | $134.5M | 4.6M | -125,073-2.71% | Reduce |
| Focus Financial Network, Inc. |
| 4.57% | 4.94% | #129 | $147.6M | 4.4M | $137.8M | 4.7M | -370,301-7.83% | Reduce |
| Marquette Asset Management, LLC |
| 18.66% | 18.58% | #9 | $145.3M | 4.3M | $124.3M | 4.3M | +26,603+0.62% | Add |
| Golden Reserve Retirement LLC |
| 22.65% | 24.41% | #5 | $143.8M | 4.2M | $118.3M | 4.1M | +188,310+4.64% | Add |
| Krilogy Financial LLC |
| 3.75% | 3.86% | #155 | $126.7M | 3.7M | $120.0M | 3.7M | +10,111+0.27% | Add |
| HHM Wealth Advisors, LLC |
| 12.67% | 12.05% | #30 | $126.2M | 3.7M | $104.7M | 3.6M | +133,079+3.70% | Add |
| Waverly Advisors, LLC |
| 0.72% | 0.76% | #425 | $123.9M | 3.7M | $102.4M | 3.5M | +144,939+4.12% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.15% | 0.15% | #833 | $122.8M | 3.6M | $107.7M | 3.7M | -69,909-1.89% | Reduce |
| PARK AVENUE SECURITIES LLC |
| 0.74% | 0.78% | #419 | $118.2M | 3.5M | $99.4M | 3.4M | +78,479+2.30% | Add |
| TRUIST FINANCIAL CORP |
| 0.14% | 0.12% | #867 | $115.2M | 3.4M | $92.6M | 3.2M | +225,451+7.09% | Add |
| Cerity Partners LLC |
| 0.14% | 0.13% | #873 | $113.1M | 3.9M | $93.6M | 3.2M | +707,015+22.12% | Add |
| UBS Group AG |
| 0.01% | 0.01% | #1418 | $110.6M | 3.3M | $95.4M | 3.3M | -5,442-0.17% | Reduce |
| Creative Planning |
| 0.06% | 0.06% | #1086 | $110.0M | 3.3M | $95.8M | 3.3M | -37,267-1.13% | Reduce |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.17% | 0.15% | #806 | $108.7M | 3.2M | $88.4M | 3.0M | +176,591+5.82% | Add |
| RAINEY & RANDALL WEALTH ADVISORS INC. |
| 15.11% | 14.75% | #19 | $105.7M | 3.1M | $90.8M | 3.1M | +6,920+0.22% | Add |
| Gemmer Asset Management LLC |
| 7.1% | 7.07% | #81 | $104.9M | 3.1M | $89.5M | 3.1M | +27,794+0.90% | Add |
| Savvy Advisors, Inc. |
| 2.2% | 2.23% | #233 | $103.6M | 3.1M | $83.4M | 2.9M | +198,144+6.92% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.23% | 0.22% | #715 | $100.9M | 3.0M | $84.4M | 2.9M | +83,519+2.88% | Add |
| Legacy Financial Strategies, LLC |
| 15.39% | 15.24% | #17 | $99.4M | 2.9M | $84.5M | 2.9M | +37,701+1.30% | Add |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| 0.54% | 0.52% | #482 | $98.1M | 2.9M | $84.7M | 2.9M | -9,011-0.31% | Reduce |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #1413 | $97.2M | 2.9M | $83.0M | 2.8M | +24,170+0.85% | Add |
| Berger Financial Group, Inc |
| 4.91% | 4.24% | #122 | $96.2M | 2.8M | $75.7M | 2.6M | +244,735+9.42% | Add |
