| WELLS FARGO & COMPANY/MN |
| 0.04% | 0.03% | #62 | $226.6M | 4.4M | $174.8M | 4.0M | +312,384+7.72% | Add |
| SigFig Wealth Management, LLC |
| 4.57% | 4.24% | #1 | $172.5M | 3.4M | $144.5M | 3.3M | +11,417+0.34% | Add |
| GOLDMAN SACHS GROUP INC |
| 0.01% | 0.02% | #81 | $169.2M | 3.3M | $131.7M | 3.0M | +205,553+6.74% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.04% | 0.02% | #60 | $162.6M | 3.1M | $64.8M | 1.5M | +1.6M+108.52% | Add |
| LPL Financial LLC |
| 0.03% | 0.02% | #68 | $114.0M | 2.2M | $88.9M | 2.1M | +134,493+6.54% | Add |
| Betterment LLC |
| 0.18% | 0.17% | #28 | $105.3M | 2.0M | $89.5M | 2.1M | -46,855-2.26% | Reduce |
| Arvest Bank Trust Division |
| 2.81% | 2.66% | #2 | $57.6M | 1.1M | $49.0M | 1.1M | -27,527-2.43% | Reduce |
| STATE OF WISCONSIN INVESTMENT BOARD |
| 0.11% | 0.11% | #37 | $56.8M | 1.1M | $47.2M | 1.1M | 00.00% | Unchanged |
| MORGAN STANLEY |
| <0.01% | <0.01% | #123 | $48.7M | 936,843 | $28.3M | 695,709 | +241,134+34.66% | Add |
| HB Wealth Management, LLC |
| 0.27% | 0.26% | #22 | $47.4M | 910,914 | $40.6M | 940,014 | -29,100-3.10% | Reduce |
| JANE STREET GROUP, LLC |
| <0.01% | — | #120 | $39.0M | 750,000 | $0 | 0 | +750,000 | New Buy |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #124 | $36.8M | 708,584 | $29.1M | 673,297 | +35,287+5.24% | Add |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| 0.18% | 0.15% | #27 | $33.4M | 642,877 | $23.9M | 553,237 | +89,640+16.20% | Add |
| PRINCIPAL SECURITIES, INC. |
| 0.37% | 0.22% | #16 | $31.0M | 596,572 | $15.0M | 347,331 | +249,241+71.76% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #114 | $24.8M | 476,306 | $21.0M | 486,143 | -9,837-2.02% | Reduce |
| Cetera Investment Advisers |
| 0.02% | 0.02% | #71 | $24.3M | 466,422 | $15.3M | 355,318 | +111,104+31.27% | Add |
| FIRST FOUNDATION ADVISORS |
| 0.8% | 0.71% | #9 | $22.3M | 428,400 | $17.6M | 406,680 | +21,720+5.34% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #101 | $22.3M | 428,014 | $18.5M | 427,234 | +780+0.18% | Add |
| ARVEST INVESTMENTS, INC. |
| 2.64% | 2.45% | #3 | $21.8M | 419,485 | $18.0M | 416,226 | +3,259+0.78% | Add |
| Envestnet Portfolio Solutions, Inc. |
| 0.1% | 0.05% | #42 | $20.5M | 394,433 | $9.3M | 216,205 | +178,228+82.43% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #129 | $15.4M | 296,207 | $13.2M | 305,437 | -9,230-3.02% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.02% | #76 | $13.7M | 263,652 | $11.7M | 271,815 | -8,163-3.00% | Reduce |
| Sanctuary Advisors, LLC |
| 0.06% | 0.05% | #55 | $12.0M | 230,991 | $9.8M | 227,221 | +3,770+1.66% | Add |
| Apella Capital, LLC |
| 0.17% | 0.18% | #30 | $12.0M | 238,766 | $11.9M | 246,347 | -7,581-3.08% | Reduce |
| Vestmark Advisory Solutions, Inc. |
| 0.1% | 0.1% | #40 | $11.2M | 214,740 | $9.0M | 208,714 | +6,026+2.89% | Add |
| ELEVATION POINT WEALTH PARTNERS, LLC |
| 0.21% | 0.21% | #24 | $11.2M | 214,661 | $9.2M | 214,105 | +556+0.26% | Add |
| Strategic Financial Services, Inc. |
| 0.47% | 0.46% | #13 | $10.7M | 206,166 | $9.6M | 222,255 | -16,089-7.24% | Reduce |
| SPINNAKER TRUST |
| 0.47% | 0.46% | #12 | $9.7M | 187,166 | $8.4M | 193,440 | -6,274-3.24% | Reduce |
| AMERICAN NATIONAL BANK & TRUST |
| 0.88% | 0.88% | #7 | $9.3M | 214,293 | $9.3M | 214,293 | 00.00% | Unchanged |
| CoreCap Advisors, LLC |
| 0.24% | 0.22% | #23 | $8.1M | 155,725 | $6.4M | 148,319 | +7,406+4.99% | Add |
| MARSHALL WACE, LLP |
| 0.01% | 0.01% | #100 | $7.7M | 147,817 | $7.1M | 164,615 | -16,798-10.20% | Reduce |
| CENTRAL TRUST Co |
| 0.14% | 0.12% | #34 | $7.5M | 144,952 | $6.1M | 141,925 | +3,027+2.13% | Add |
| Destiny Wealth Partners, LLC |
| 1.02% | 0.75% | #5 | $7.5M | 152,372 | $6.9M | 158,594 | -6,222-3.92% | Reduce |
| AlphaCore Capital LLC |
| 0.1% | 0.1% | #43 | $5.2M | 100,300 | $4.3M | 100,520 | -220-0.22% | Reduce |
| Gladstone Institutional Advisory LLC |
| 0.15% | 0.14% | #33 | $4.6M | 88,316 | $3.8M | 88,265 | +51+0.06% | Add |
| Keebeck Wealth Management |
| 0.44% | 0.42% | #14 | $4.5M | 86,781 | $3.8M | 87,112 | -331-0.38% | Reduce |
| Asset Advisors Investment Management, LLC |
| 0.37% | — | #17 | $4.0M | 77,829 | $0 | 0 | +77,829 | New Buy |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | — | #172 | $3.8M | 73,367 | $0 | 0 | +73,367 | New Buy |
| OLD MISSION CAPITAL LLC |
| 0.06% | 0.09% | #51 | $3.7M | 71,629 | $5.7M | 131,382 | -59,753-45.48% | Reduce |
| GFG Capital, LLC |
| 1.01% | 1.96% | #6 | $3.7M | 70,570 | $6.1M | 142,185 | -71,615-50.37% | Reduce |
| 1900 WEALTH MANAGEMENT LLC |
| 0.19% | 0.19% | #26 | $3.5M | 66,833 | $3.0M | 68,385 | -1,552-2.27% | Reduce |
| Clay Northam Wealth Management, LLC |
| 1.65% | 1.52% | #4 | $3.4M | 64,517 | $2.7M | 62,517 | +2,000+3.20% | Add |
| NewEdge Advisors, LLC |
| 0.01% | 0.01% | #92 | $2.8M | 54,330 | $2.4M | 55,062 | -732-1.33% | Reduce |
| Baird Financial Group, Inc. |
| <0.01% | <0.01% | #117 | $2.6M | 50,392 | $2.1M | 49,354 | +1,038+2.10% | Add |
| PKS Advisory Services, LLC |
| 0.42% | — | #15 | $2.6M | 50,132 | $0 | 0 | +50,132 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #121 | $2.5M | 48,156 | $1.8M | 42,149 | +6,007+14.25% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #140 | $2.4M | 46,858 | $265,982 | 6,157 | +40,701+661.05% | Add |
| ATWOOD & PALMER INC |
| 0.12% | 0.11% | #36 | $2.3M | 43,693 | $1.9M | 44,941 | -1,248-2.78% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #119 | $2.0M | 38,736 | $1.6M | 36,012 | +2,724+7.56% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #185 | $2.0M | 38,018 | $1.5M | 36,590 | +1,428+3.90% | Add |