| BlackRock, Inc. |
| 0.21% | 0.2% | #837 | $14.50B | 88.3M | $11.72B | 82.3M | +6.0M+7.31% | Add |
| WELLS FARGO & COMPANY/MN |
| 1.81% | 1.81% | #219 | $11.15B | 67.9M | $9.58B | 67.3M | +615,241+0.91% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.21% | 0.21% | #843 | $3.31B | 20.2M | $2.89B | 20.4M | -206,728-1.01% | Reduce |
| Wealthfront Advisers LLC |
| 5.6% | 5.31% | #105 | $2.91B | 17.7M | $2.42B | 17.0M | +715,698+4.21% | Add |
| Betterment LLC |
| 4% | 3.95% | #127 | $2.36B | 14.4M | $2.08B | 14.7M | -262,889-1.79% | Reduce |
| JPMORGAN CHASE & CO |
| 0.12% | 0.1% | #1107 | $2.20B | 13.5M | $1.62B | 11.8M | +1.8M+15.20% | Add |
| MORGAN STANLEY |
| 0.11% | 0.12% | #1144 | $2.11B | 12.8M | $2.04B | 14.0M | -1.2M-8.25% | Reduce |
| ALLIANCEBERNSTEIN L.P. |
| 0.56% | 0.52% | #487 | $1.65B | 11.6M | $1.62B | 10.9M | +666,885+6.12% | Add |
| Focus Partners Wealth |
| 1.45% | 1.07% | #256 | $1.41B | 8.6M | $962.1M | 6.7M | +1.8M+27.38% | Add |
| LPL Financial LLC |
| 0.29% | 0.27% | #719 | $1.29B | 7.8M | $1.01B | 7.1M | +725,159+10.20% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.24% | 0.24% | #788 | $1.02B | 6.2M | $899.8M | 6.3M | -90,382-1.43% | Reduce |
| Focus Partners Advisor Solutions, LLC |
| 8.2% | 7.81% | #75 | $967.4M | 5.9M | $775.1M | 5.4M | +443,179+8.14% | Add |
| NORTHERN TRUST CORP |
| 0.11% | 0.1% | #1152 | $944.6M | 5.8M | $752.5M | 5.3M | +450,902+8.48% | Add |
| ALLSTATE CORP |
| 8.66% | 8.14% | #73 | $867.3M | 5.3M | $761.3M | 5.3M | -65,037-1.22% | Reduce |
| TIAA Wealth Investment Management LLC |
| 5.1% | 5.14% | #110 | $763.7M | 4.7M | $673.3M | 4.9M | -202,009-4.12% | Reduce |
| GOLDMAN SACHS GROUP INC |
| 0.06% | 0.07% | #1410 | $686.0M | 4.2M | $631.1M | 4.5M | -269,279-6.04% | Reduce |
| Blue Trust, Inc. |
| 6.45% | 6.35% | #89 | $675.7M | 4.1M | $554.6M | 3.9M | +219,379+5.63% | Add |
| SigFig Wealth Management, LLC |
| 17.69% | 16.97% | #25 | $667.3M | 4.1M | $578.9M | 4.1M | +27,400+0.67% | Add |
| Ballentine Partners, LLC |
| 6.34% | 6.32% | #90 | $518.4M | 3.2M | $453.7M | 3.2M | -29,107-0.91% | Reduce |
| AlTi Global, Inc. |
| 10.58% | 9.36% | #56 | $511.7M | 3.1M | $430.6M | 3.0M | +91,112+3.01% | Add |
| Auto-Owners Insurance Co |
| 11.27% | 10.72% | #47 | $499.0M | 3.0M | $512.1M | 3.6M | -557,570-15.51% | Reduce |
| Acorns Advisers, LLC |
| 2.82% | 2.79% | #163 | $433.2M | 2.6M | $375.1M | 2.7M | -5,885-0.22% | Reduce |
| AMERIPRISE FINANCIAL INC |
| 0.08% | 0.07% | #1270 | $404.5M | 2.5M | $321.8M | 2.3M | +201,187+8.89% | Add |
| Creative Planning |
| 0.23% | 0.23% | #814 | $391.0M | 2.4M | $336.2M | 2.4M | +18,568+0.79% | Add |
| Norinchukin Bank, The |
| 3.59% | 3.73% | #137 | $369.0M | 2.2M | $320.0M | 2.2M | 00.00% | Unchanged |
| Single Point Partners, LLC |
| 34.02% | 0.82% | #5 | $367.1M | 2.2M | $13.7M | 2.2M | +1,721+0.08% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.1% | 0.09% | #1190 | $362.7M | 2.2M | $305.5M | 2.1M | +62,326+2.90% | Add |
| Cerity Partners LLC |
| 0.39% | 0.4% | #598 | $322.7M | 2.0M | $282.0M | 2.0M | -16,073-0.81% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| 0.12% | 0.07% | #1103 | $304.5M | 1.9M | $139.0M | 1.0M | +892,451+89.20% | Add |
| Allworth Financial LP |
| 1.29% | 1.13% | #279 | $303.6M | 1.8M | $279.4M | 2.0M | -113,285-5.78% | Reduce |
| SENTINEL TRUST CO LBA |
| 25.96% | 26.92% | #10 | $293.1M | 1.8M | $257.9M | 1.8M | -26,481-1.46% | Reduce |
| STIFEL FINANCIAL CORP |
| 0.24% | 0.22% | #789 | $289.8M | 1.8M | $243.2M | 1.7M | +56,869+3.33% | Add |
| OSAIC HOLDINGS, INC. |
| 0.34% | 0.34% | #652 | $287.7M | 1.8M | $231.4M | 1.6M | +126,213+7.76% | Add |
| ROYAL BANK OF CANADA |
| 0.04% | 0.04% | #1535 | $271.7M | 1.7M | $237.8M | 1.7M | -17,283-1.03% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.34% | 0.33% | #647 | $271.1M | 1.7M | $236.1M | 1.7M | -8,535-0.51% | Reduce |
| Lido Advisors, LLC |
| 0.73% | 0.75% | #423 | $269.4M | 1.6M | $244.4M | 1.7M | -76,337-4.45% | Reduce |
| Evensky & Katz LLC |
| 13.54% | 12.81% | #36 | $262.2M | 1.6M | $225.2M | 1.6M | +15,486+0.98% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.39% | 0.39% | #599 | $253.7M | 1.5M | $223.9M | 1.6M | -28,505-1.81% | Reduce |
| Prime Capital Investment Advisors, LLC |
| 2.41% | 2.66% | #182 | $249.2M | 1.5M | $230.2M | 1.6M | -99,174-6.14% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.13% | 0.13% | #1068 | $248.2M | 1.5M | $215.0M | 1.5M | -2,338-0.15% | Reduce |
| Provenance Wealth Advisors, LLC |
| 23.39% | 22.77% | #15 | $245.5M | 1.5M | $215.1M | 1.5M | -15,786-1.05% | Reduce |
| FMR LLC |
| 0.01% | 0.01% | #1832 | $225.3M | 1.4M | $188.7M | 1.3M | +45,998+3.47% | Add |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC |
| 0.77% | 0.73% | #414 | $223.2M | 1.4M | $188.5M | 1.3M | +30,566+2.29% | Add |
| CISCO SYSTEMS, INC. |
| 52.6% | 61.65% | #1 | $213.1M | 1.3M | $195.5M | 1.4M | -75,000-5.46% | Reduce |
| TD Capital Management LLC |
| 17.14% | 17.19% | #27 | $209.7M | 1.3M | $191.1M | 1.3M | -64,924-4.84% | Reduce |
| UBS Group AG |
| 0.03% | 0.03% | #1664 | $209.4M | 1.3M | $187.1M | 1.3M | -40,168-3.05% | Reduce |
| HighTower Advisors, LLC |
| 0.2% | 0.19% | #874 | $209.3M | 1.3M | $176.8M | 1.2M | +31,229+2.51% | Add |
| Zhang Financial LLC |
| 5.98% | 5.82% | #96 | $204.8M | 1.2M | $168.3M | 1.2M | +64,477+5.46% | Add |
| Goldstein Advisors, LLC |
| 18.7% | 12.23% | #20 | $204.6M | 1.2M | $110.1M | 772,851 | +472,861+61.18% | Add |
| LJI Wealth Management, LLC |
| 27.24% | 27.79% | #8 | $194.5M | 1.2M | $174.0M | 1.2M | -37,475-3.07% | Reduce |
