| ENVESTNET ASSET MANAGEMENT INC |
| 0.69% | 0.67% | #160 | $2.94B | 23.6M | $2.49B | 22.4M | +1.2M+5.41% | Add |
| LPL Financial LLC |
| 0.24% | 0.23% | #319 | $1.07B | 8.6M | $880.6M | 7.9M | +728,872+9.22% | Add |
| MORGAN STANLEY |
| 0.04% | 0.02% | #682 | $665.8M | 5.4M | $334.2M | 2.9M | +2.4M+82.33% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.04% | 0.04% | #654 | $656.2M | 5.3M | $524.4M | 4.7M | +565,769+12.02% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.21% | 0.22% | #345 | $532.6M | 4.4M | $462.9M | 4.3M | +73,145+1.70% | Add |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. |
| 0.71% | 0.44% | #153 | $469.6M | 3.8M | $257.1M | 2.3M | +1.5M+63.45% | Add |
| JPMORGAN CHASE & CO |
| 0.02% | 0.02% | #758 | $426.5M | 3.5M | $369.6M | 3.4M | +28,645+0.83% | Add |
| Cetera Investment Advisers |
| 0.27% | 0.26% | #303 | $293.1M | 2.4M | $245.9M | 2.2M | +147,139+6.66% | Add |
| PARK AVENUE SECURITIES LLC |
| 1.65% | 1.78% | #71 | $264.5M | 2.1M | $228.2M | 2.0M | +76,683+3.74% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.49% | 0.48% | #211 | $241.5M | 1.9M | $171.7M | 1.5M | +399,813+25.94% | Add |
| Envestnet Portfolio Solutions, Inc. |
| 1.13% | 1.13% | #110 | $235.4M | 1.9M | $204.9M | 1.8M | +52,153+2.83% | Add |
| Bank of New York Mellon Corp |
| 0.03% | 0.03% | #696 | $198.0M | 1.6M | $164.0M | 1.5M | +119,245+8.10% | Add |
| US BANCORP \DE\ |
| 0.21% | 0.18% | #346 | $193.8M | 1.6M | $145.3M | 1.3M | +252,755+19.37% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.04% | 0.03% | #671 | $187.7M | 1.5M | $121.7M | 1.1M | +415,438+38.02% | Add |
| PNC FINANCIAL SERVICES GROUP, INC. |
| 0.08% | 0.08% | #548 | $154.5M | 1.2M | $138.3M | 1.2M | +187+0.02% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.02% | 0.03% | #749 | $153.0M | 1.2M | $140.7M | 1.3M | -34,082-2.70% | Reduce |
| Janney Montgomery Scott LLC |
| 0.29% | 0.31% | #293 | $149.9M | 1.2M | $127.1M | 1.1M | +63,923+5.60% | Add |
| NewEdge Advisors, LLC |
| 0.4% | 0.27% | #245 | $134.5M | 1.1M | $73.8M | 662,281 | +418,816+63.24% | Add |
| UBS Group AG |
| 0.02% | 0.02% | #801 | $134.2M | 1.1M | $110.1M | 988,490 | +90,116+9.12% | Add |
| Sanctuary Advisors, LLC |
| 0.59% | 0.52% | #184 | $126.6M | 1.0M | $95.3M | 855,806 | +162,024+18.93% | Add |
| FMR LLC |
| 0.01% | 0.01% | #932 | $126.4M | 1.0M | $110.3M | 990,082 | +25,819+2.61% | Add |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
| 0.02% | 0.01% | #806 | $124.6M | 1.0M | $72.7M | 652,661 | +349,177+53.50% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.06% | 0.06% | #605 | $105.4M | 847,247 | $91.5M | 821,308 | +25,939+3.16% | Add |
| TRUIST FINANCIAL CORP |
| 0.11% | 0.11% | #451 | $94.9M | 762,510 | $85.1M | 763,679 | -1,169-0.15% | Reduce |
| JB Capital LLC |
| 3.21% | 3.15% | #24 | $92.7M | 744,687 | $77.9M | 699,395 | +45,292+6.48% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.02% | 0.02% | #770 | $80.3M | 645,420 | $69.0M | 619,689 | +25,731+4.15% | Add |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 0.8% | 0.32% | #141 | $77.7M | 624,359 | $26.2M | 235,080 | +389,279+165.59% | Add |
| OSAIC HOLDINGS, INC. |
| 0.09% | 0.08% | #514 | $74.6M | 598,592 | $57.9M | 519,805 | +78,787+15.16% | Add |
| Beacon Pointe Advisors, LLC |
| 0.34% | 0.33% | #269 | $73.7M | 592,307 | $63.0M | 565,967 | +26,340+4.65% | Add |
| Quent Capital, LLC |
| 4.49% | 4.48% | #9 | $73.6M | 591,861 | $63.2M | 567,198 | +24,663+4.35% | Add |
| Focus Partners Wealth |
| 0.07% | 0.07% | #555 | $72.7M | 584,217 | $67.3M | 604,475 | -20,258-3.35% | Reduce |
| AE Wealth Management LLC |
| 0.34% | 0.3% | #274 | $72.1M | 579,510 | $54.6M | 490,392 | +89,118+18.17% | Add |
| STIFEL FINANCIAL CORP |
| 0.06% | 0.05% | #598 | $71.8M | 576,901 | $59.1M | 530,915 | +45,986+8.66% | Add |
| Merit Financial Group, LLC |
| 0.42% | 0.21% | #233 | $68.6M | 551,289 | $28.0M | 251,742 | +299,547+118.99% | Add |
| FAS Wealth Partners, Inc. |
| 3.44% | 3.22% | #21 | $66.0M | 530,741 | $51.7M | 464,189 | +66,552+14.34% | Add |
| Pacific Life Fund Advisors LLC |
| 7.25% | 1.49% | #2 | $65.9M | 529,971 | $13.0M | 116,400 | +413,571+355.30% | Add |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| 0.36% | 0.34% | #258 | $65.9M | 530,721 | $54.6M | 490,483 | +40,238+8.20% | Add |
| M&T BANK CORP |
| 0.19% | 0.21% | #363 | $64.6M | 518,930 | $61.1M | 548,687 | -29,757-5.42% | Reduce |
| CARY STREET PARTNERS FINANCIAL LLC |
| 1.4% | 1.45% | #84 | $64.3M | 516,696 | $58.6M | 526,133 | -9,437-1.79% | Reduce |
| Savvy Advisors, Inc. |
| 1.34% | 1.38% | #87 | $63.1M | 507,288 | $51.7M | 464,300 | +42,988+9.26% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.08% | 0.06% | #543 | $61.5M | 494,601 | $44.2M | 397,314 | +97,287+24.49% | Add |
| OneDigital Investment Advisors LLC |
| 0.51% | 0.19% | #206 | $60.5M | 486,226 | $19.8M | 177,618 | +308,608+173.75% | Add |
| BlackRock, Inc. |
| <0.01% | <0.01% | #1017 | $59.9M | 481,433 | $41.7M | 374,602 | +106,831+28.52% | Add |
| Financial Synergies Wealth Advisors, Inc. |
| 5.06% | 5.17% | #8 | $59.7M | 479,599 | $54.2M | 486,256 | -6,657-1.37% | Reduce |
| Baker Avenue Asset Management, LP |
| 1.09% | 1.14% | #114 | $57.4M | 461,078 | $50.6M | 454,353 | +6,725+1.48% | Add |
| NATIXIS ADVISORS, LLC |
| 0.06% | 0.09% | #579 | $57.3M | 460,931 | $63.6M | 571,060 | -110,129-19.29% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.28% | 0.17% | #299 | $56.9M | 457,612 | $21.1M | 189,276 | +268,336+141.77% | Add |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #897 | $54.6M | 438,695 | $70.5M | 632,689 | -193,994-30.66% | Reduce |
| MONETA GROUP INVESTMENT ADVISORS LLC |
| 0.4% | 0.37% | #246 | $53.8M | 432,150 | $49.1M | 440,596 | -8,446-1.92% | Reduce |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC |
| 0.18% | 0.21% | #369 | $53.4M | 429,048 | $54.9M | 493,183 | -64,135-13.00% | Reduce |
