| Wealthfront Advisers LLC |
| 2.86% | 2.9% | #113 | $1.49B | 51.4M | $1.32B | 52.6M | -1.1M-2.13% | Reduce |
| UBS Group AG |
| 0.18% | 0.18% | #557 | $1.42B | 48.9M | $1.22B | 48.5M | +419,411+0.86% | Add |
| Betterment LLC |
| 0.75% | 0.75% | #258 | $442.9M | 15.3M | $394.5M | 15.7M | -425,710-2.71% | Reduce |
| REBALANCE, LLC |
| 22.37% | 21.98% | #9 | $426.8M | 14.7M | $378.6M | 15.1M | -344,034-2.28% | Reduce |
| SCS Capital Management LLC |
| 3.26% | 3.18% | #95 | $345.6M | 11.9M | $300.5M | 12.0M | -35,758-0.30% | Reduce |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
| 0.06% | 0.06% | #851 | $331.0M | 11.4M | $297.1M | 11.8M | -409,136-3.46% | Reduce |
| HighTower Advisors, LLC |
| 0.26% | 0.24% | #462 | $269.2M | 9.3M | $225.1M | 9.0M | +327,993+3.66% | Add |
| Strid Group, LLC |
| 27.57% | 26.9% | #6 | $248.4M | 8.6M | $217.1M | 8.6M | -72,263-0.84% | Reduce |
| Evensky & Katz LLC |
| 11.95% | 11.66% | #30 | $231.3M | 8.0M | $205.0M | 8.2M | -178,442-2.19% | Reduce |
| HENGEHOLD CAPITAL MANAGEMENT LLC |
| 17.17% | 16.93% | #17 | $221.3M | 7.6M | $193.8M | 7.7M | -81,829-1.06% | Reduce |
| Hanson & Doremus Investment Management |
| 20.75% | 20.35% | #10 | $203.7M | 7.0M | $176.7M | 7.0M | -5,810-0.08% | Reduce |
| HB Wealth Management, LLC |
| 1.07% | 1.07% | #210 | $190.3M | 6.6M | $165.5M | 6.6M | -24,165-0.37% | Reduce |
| Evergreen Advisors, LLC |
| 38.94% | 37.02% | #2 | $182.5M | 6.3M | $157.6M | 6.3M | +20,378+0.32% | Add |
| Forvis Mazars Wealth Advisors, LLC |
| 2.97% | 2.97% | #107 | $178.1M | 6.1M | $156.4M | 6.2M | -81,234-1.30% | Reduce |
| HT Partners LLC |
| 48.66% | 46.99% | #1 | $175.7M | 6.1M | $155.2M | 6.2M | -113,558-1.84% | Reduce |
| Savant Capital, LLC |
| 0.47% | 0.36% | #347 | $160.7M | 5.9M | $74.5M | 3.0M | +3.0M+100.12% | Add |
| TruNorth Capital Management, LLC |
| 25.35% | 25.07% | #7 | $157.8M | 5.4M | $130.8M | 5.2M | +238,428+4.58% | Add |
| HHM Wealth Advisors, LLC |
| 15.29% | 14.87% | #21 | $152.3M | 5.3M | $129.2M | 5.1M | +111,765+2.17% | Add |
| AlphaCore Capital LLC |
| 2.8% | 3.19% | #116 | $151.6M | 5.2M | $134.4M | 5.4M | -120,214-2.25% | Reduce |
| Mariner, LLC |
| 0.14% | 0.15% | #623 | $135.6M | 4.7M | $125.2M | 5.0M | -312,965-6.26% | Reduce |
| Accredited Investors Inc. |
| 5.56% | 6.23% | #58 | $128.7M | 4.4M | $115.6M | 4.6M | -163,491-3.55% | Reduce |
| Morton Brown Family Wealth, LLC |
| 27.98% | 26.65% | #5 | $123.4M | 4.3M | $100.8M | 4.0M | +243,641+6.06% | Add |
| Compass Financial Group, INC/SD |
| 12.94% | 13.59% | #23 | $112.8M | 3.9M | $97.1M | 3.9M | +24,866+0.64% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.16% | 0.18% | #586 | $105.8M | 3.7M | $101.6M | 4.0M | -393,159-9.71% | Reduce |
| Waverly Advisors, LLC |
| 0.59% | 0.57% | #298 | $102.2M | 3.5M | $76.8M | 3.1M | +468,702+15.31% | Add |
| MORGAN STANLEY |
| 0.01% | <0.01% | #1256 | $100.2M | 3.5M | $82.2M | 3.2M | +262,412+8.21% | Add |
| MANCHESTER FINANCIAL INC |
| 17.41% | 16.51% | #15 | $97.9M | 3.4M | $86.0M | 3.4M | -44,977-1.31% | Reduce |
| Creative Planning |
| 0.06% | 0.05% | #866 | $95.6M | 3.3M | $80.2M | 3.2M | +103,480+3.24% | Add |
| Ballentine Partners, LLC |
| 1.15% | 1.14% | #205 | $94.2M | 3.3M | $81.8M | 3.3M | -4,570-0.14% | Reduce |
| HBK Sorce Advisory LLC |
| 1.77% | 1.76% | #150 | $93.7M | 3.2M | $89.0M | 3.1M | +21,248+0.68% | Add |
| Quantinno Capital Management LP |
| 0.11% | 0.12% | #697 | $89.4M | 3.1M | $69.9M | 2.8M | +303,949+10.92% | Add |
| LPL Financial LLC |
| 0.02% | 0.02% | #1110 | $86.4M | 3.0M | $73.3M | 2.9M | +65,381+2.24% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.03% | 0.03% | #978 | $84.2M | 3.0M | $64.7M | 2.6M | +331,669+12.57% | Add |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #1166 | $83.5M | 2.9M | $72.3M | 2.9M | +250+0.01% | Add |
| NORTH STAR ASSET MANAGEMENT INC |
| 3.16% | 3.78% | #99 | $80.3M | 2.8M | $67.3M | 2.7M | +92,253+3.44% | Add |
| Asset Advisors Investment Management, LLC |
| 7.28% | 6.61% | #49 | $79.3M | 2.7M | $69.3M | 2.8M | -22,912-0.83% | Reduce |
| BROWN ADVISORY INC |
| 0.12% | 0.11% | #657 | $78.7M | 2.7M | $68.0M | 2.7M | +7,170+0.26% | Add |
| Gallagher Fiduciary Advisors, LLC |
| 2.31% | 40.01% | #132 | $78.4M | 2.7M | $2.76B | 69.2M | -66.5M-96.09% | Reduce |
| Legacy Financial Strategies, LLC |
| 11.96% | 11.84% | #27 | $77.2M | 2.7M | $65.6M | 2.6M | +50,793+1.94% | Add |
| Circle Wealth Management, LLC |
| 0.96% | 0.94% | #228 | $76.3M | 2.6M | $66.2M | 2.6M | -1,081-0.04% | Reduce |
| D L CARLSON INVESTMENT GROUP INC |
| 11.95% | 11.18% | #29 | $75.1M | 2.6M | $65.1M | 2.6M | +283+0.01% | Add |
| MYECFO, LLC |
| 28.17% | 26.86% | #4 | $74.6M | 2.6M | $64.2M | 2.6M | +19,332+0.76% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | 0.01% | #1266 | $73.5M | 2.5M | $80.2M | 3.2M | -657,767-20.59% | Reduce |
| Bluespring Wealth Management, LLC |
| 1.41% | 3.9% | #182 | $73.2M | 2.5M | $45.3M | 1.8M | +724,884+40.17% | Add |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| 0.96% | 0.94% | #227 | $73.2M | 2.5M | $64.5M | 2.6M | -40,437-1.57% | Reduce |
| Winthrop Advisory Group LLC |
| 4.85% | 4.91% | #62 | $72.0M | 2.5M | $60.1M | 2.4M | +92,674+3.87% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.12% | 0.12% | #677 | $70.6M | 2.5M | $56.8M | 2.3M | +179,825+7.75% | Add |
| Bouchey Financial Group, Ltd. |
| 4.54% | 4.72% | #66 | $70.2M | 2.4M | $64.4M | 2.5M | -27,346-1.12% | Reduce |
| WELLS FARGO & COMPANY/MN |
| 0.01% | 0.01% | #1176 | $69.2M | 2.4M | $51.8M | 2.1M | +327,771+15.89% | Add |
| Focus Partners Wealth |
| 0.07% | 0.07% | #808 | $69.0M | 2.4M | $66.6M | 2.7M | -270,382-10.19% | Reduce |
