| Creative Planning |
| 1.58% | 1.51% | #280 | $2.70B | 21.6M | $2.23B | 20.2M | +1.4M+6.97% | Add |
| LPL Financial LLC |
| 0.22% | 0.19% | #608 | $981.2M | 7.9M | $721.1M | 6.5M | +1.3M+20.48% | Add |
| Focus Partners Wealth |
| 0.84% | 0.82% | #365 | $818.8M | 6.6M | $736.7M | 6.7M | -102,627-1.54% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| 0.03% | 0.02% | #909 | $431.6M | 3.5M | $311.9M | 2.8M | +635,647+22.51% | Add |
| MORGAN STANLEY |
| 0.02% | 0.02% | #928 | $425.2M | 3.4M | $273.6M | 2.7M | +659,504+23.99% | Add |
| Roehl & Yi Investment Advisors, LLC |
| 0.14% | — | #686 | $400.5M | 3,210 | $0 | 0 | +3,210 | New Buy |
| AMERIPRISE FINANCIAL INC |
| 0.08% | 0.06% | #779 | $385.7M | 3.1M | $274.0M | 2.5M | +611,831+24.67% | Add |
| Focus Partners Advisor Solutions, LLC |
| 3.17% | 2.76% | #159 | $374.3M | 3.0M | $274.3M | 2.5M | +515,376+20.74% | Add |
| Mason Investment Advisory Services, Inc. |
| 13.4% | 14.45% | #9 | $352.3M | 2.8M | $313.0M | 2.8M | -9,009-0.32% | Reduce |
| Truepoint, Inc. |
| 6.91% | 7.08% | #52 | $331.1M | 2.7M | $317.3M | 2.9M | -217,977-7.59% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.17% | 0.16% | #648 | $326.0M | 2.6M | $264.3M | 2.4M | +220,228+9.20% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.07% | 0.07% | #796 | $299.3M | 2.4M | $275.5M | 2.5M | -95,640-3.83% | Reduce |
| WELLS FARGO & COMPANY/MN |
| 0.05% | 0.04% | #855 | $285.2M | 2.3M | $192.4M | 1.7M | +543,529+31.20% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.07% | 0.05% | #804 | $240.7M | 1.9M | $164.2M | 1.5M | +443,148+29.81% | Add |
| Waverly Advisors, LLC |
| 1.3% | 1.16% | #304 | $224.8M | 1.8M | $155.8M | 1.4M | +391,319+27.75% | Add |
| UBS Group AG |
| 0.03% | 0.02% | #917 | $200.6M | 1.6M | $160.2M | 1.4M | +157,852+10.89% | Add |
| Plancorp, LLC |
| 4.67% | 4.79% | #97 | $191.5M | 1.5M | $168.6M | 1.5M | +75,690+5.15% | Add |
| HighTower Advisors, LLC |
| 0.17% | 0.17% | #650 | $178.8M | 1.4M | $156.0M | 1.4M | +20,680+1.46% | Add |
| TCI Wealth Advisors, Inc. |
| 7.5% | 7.11% | #43 | $173.3M | 1.4M | $134.0M | 1.2M | +175,962+14.51% | Add |
| Unison Advisors LLC |
| 11.62% | 11.13% | #19 | $166.7M | 1.3M | $146.8M | 1.3M | +7,308+0.55% | Add |
| OSAIC HOLDINGS, INC. |
| 0.19% | 0.22% | #630 | $162.3M | 1.3M | $150.6M | 1.4M | -65,547-4.80% | Reduce |
| Evensky & Katz LLC |
| 7.47% | 7.55% | #44 | $144.7M | 1.2M | $132.7M | 1.2M | -40,839-3.40% | Reduce |
| Wealth Management Nebraska |
| 12.61% | — | #14 | $141.4M | 1.1M | $0 | 0 | +1.1M | New Buy |
| Plante Moran Financial Advisors, LLC |
| 6.49% | <0.01% | #62 | $139.6M | 1.1M | $44,412 | 402 | +1.1M+278,286.32% | Add |
| Sequoia Financial Advisors, LLC |
| 0.66% | 0.67% | #410 | $132.7M | 1.1M | $120.1M | 1.1M | -23,399-2.15% | Reduce |
| Cetera Investment Advisers |
| 0.12% | 0.09% | #710 | $132.3M | 1.1M | $83.5M | 755,647 | +304,861+40.34% | Add |
| AMERICAN CENTURY COMPANIES INC |
| 0.06% | 0.05% | #828 | $129.0M | 1.0M | $96.7M | 875,683 | +158,335+18.08% | Add |
| Alesco Advisors, LLC, An ESL Co |
| 2.92% | 2.96% | #175 | $127.5M | 1.0M | $116.2M | 1.1M | -29,728-2.83% | Reduce |
| JPMORGAN CHASE & CO |
| 0.01% | 0.01% | #1017 | $120.8M | 969,133 | $94.0M | 867,864 | +101,269+11.67% | Add |
| Savant Capital, LLC |
| 0.35% | 0.51% | #518 | $118.3M | 948,506 | $106.1M | 960,379 | -11,873-1.24% | Reduce |
| ROYAL BANK OF CANADA |
| 0.02% | 0.02% | #950 | $114.5M | 918,011 | $97.8M | 885,613 | +32,398+3.66% | Add |
| RW Investment Management LLC |
| 9.89% | 9.78% | #28 | $112.6M | 902,611 | $101.0M | 914,627 | -12,016-1.31% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.14% | 0.15% | #685 | $110.9M | 889,271 | $105.2M | 952,248 | -62,977-6.61% | Reduce |
| Avantax Planning Partners, Inc. |
| 2.68% | 2.62% | #190 | $107.8M | 864,456 | $95.3M | 862,566 | +1,890+0.22% | Add |
| Beaird Harris Wealth Management, LLC |
| 5.86% | 5.62% | #70 | $93.6M | 749,891 | $82.6M | 748,037 | +1,854+0.25% | Add |
| Foster Group, Inc. |
| 2.27% | 2.31% | #216 | $85.6M | 685,757 | $77.6M | 702,392 | -16,635-2.37% | Reduce |
| Private Advisor Group, LLC |
| 0.39% | 0.09% | #497 | $85.5M | 685,640 | $19.4M | 175,311 | +510,329+291.10% | Add |
| Cresset Asset Management, LLC |
| 0.31% | 0.3% | #536 | $85.2M | 682,657 | $68.9M | 623,763 | +58,894+9.44% | Add |
| Symmetry Partners, LLC |
| 4.25% | 4.28% | #115 | $83.3M | 667,861 | $74.8M | 677,534 | -9,673-1.43% | Reduce |
| Moisand Fitzgerald Tamayo, LLC |
| 7.7% | 7.51% | #39 | $78.8M | 631,595 | $69.9M | 632,849 | -1,254-0.20% | Reduce |
| Farther Finance Advisors, LLC |
| 0.61% | 0.58% | #423 | $78.6M | 629,767 | $61.8M | 558,513 | +71,254+12.76% | Add |
| SATOVSKY ASSET MANAGEMENT LLC |
| 12.3% | 12.09% | #17 | $77.1M | 618,166 | $68.5M | 619,938 | -1,772-0.29% | Reduce |
| PDS Planning, Inc |
| 4.44% | 4.4% | #106 | $76.7M | 614,951 | $66.7M | 603,359 | +11,592+1.92% | Add |
| Petersen Hastings Wealth Advisors Inc. |
| 6.25% | 6.18% | #67 | $74.5M | 597,318 | $67.5M | 610,884 | -13,566-2.22% | Reduce |
| Meredith Wealth Planning |
| 17.33% | 17.72% | #3 | $73.4M | 588,447 | $65.4M | 591,966 | -3,519-0.59% | Reduce |
| Krilogy Financial LLC |
| 2.12% | 2.1% | #230 | $71.6M | 573,763 | $65.1M | 562,877 | +10,886+1.93% | Add |
| Corient Private Wealth LLC |
| 0.05% | 0.08% | #839 | $69.8M | 559,714 | $56.1M | 532,605 | +27,109+5.09% | Add |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ |
| 4.08% | 3.87% | #121 | $68.1M | 545,956 | $60.0M | 543,168 | +2,788+0.51% | Add |
| Envestnet Portfolio Solutions, Inc. |
| 0.33% | 0.33% | #527 | $68.0M | 545,414 | $59.7M | 540,480 | +4,934+0.91% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.03% | 0.02% | #915 | $65.8M | 526,841 | $44.9M | 411,029 | +115,812+28.18% | Add |
