| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.97% | 1.01% | #223 | $1.81B | 33.5M | $1.65B | 31.2M | +2.4M+7.60% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| 1.6% | 1.74% | #177 | $1.28B | 23.8M | $1.17B | 22.3M | +1.5M+6.80% | Add |
| PNC FINANCIAL SERVICES GROUP, INC. |
| 0.46% | 0.5% | #292 | $929.2M | 17.2M | $868.5M | 16.5M | +746,058+4.53% | Add |
| Focus Partners Wealth |
| 0.95% | 0.8% | #227 | $929.0M | 17.2M | $714.9M | 13.5M | +3.7M+27.00% | Add |
| Savant Capital, LLC |
| 1.69% | 2.23% | #170 | $574.1M | 10.5M | $462.2M | 8.8M | +1.8M+20.45% | Add |
| EP Wealth Advisors, LLC |
| 1.9% | 1.88% | #153 | $496.9M | 9.2M | $381.4M | 7.2M | +2.0M+27.29% | Add |
| NORTHERN TRUST CORP |
| 0.05% | 0.05% | #578 | $391.1M | 7.2M | $381.1M | 7.2M | +18,906+0.26% | Add |
| Focus Partners Advisor Solutions, LLC |
| 2.72% | 3.22% | #118 | $320.4M | 5.9M | $319.6M | 6.1M | -124,834-2.06% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.06% | 0.06% | #533 | $274.7M | 5.1M | $221.0M | 4.2M | +896,815+21.42% | Add |
| Farther Finance Advisors, LLC |
| 1.99% | 2.02% | #145 | $254.6M | 4.7M | $214.4M | 4.0M | +692,852+17.23% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.07% | 0.08% | #527 | $253.1M | 4.7M | $250.7M | 4.7M | -64,881-1.37% | Reduce |
| Plancorp, LLC |
| 5.08% | 5.74% | #45 | $208.3M | 3.8M | $202.0M | 3.7M | +101,116+2.76% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #719 | $207.1M | 3.8M | $179.3M | 3.4M | +436,581+12.85% | Add |
| Cerity Partners LLC |
| 0.24% | 0.24% | #371 | $196.2M | 3.6M | $169.6M | 3.2M | +419,254+13.05% | Add |
| Index Fund Advisors, Inc. |
| 7.7% | 8.43% | #15 | $193.9M | 3.6M | $187.4M | 3.6M | +39,591+1.12% | Add |
| Corient Private Wealth LLC |
| 0.14% | 0.41% | #434 | $190.5M | 3.5M | $286.9M | 5.4M | -1.9M-35.21% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| 0.08% | 0.07% | #514 | $187.5M | 3.5M | $135.7M | 2.6M | +832,291+31.44% | Add |
| HighTower Advisors, LLC |
| 0.18% | 0.19% | #406 | $183.3M | 3.4M | $177.8M | 3.4M | +23,430+0.70% | Add |
| Creative Planning |
| 0.11% | 0.12% | #473 | $182.6M | 3.4M | $180.2M | 3.4M | -33,818-0.99% | Reduce |
| Foster Group, Inc. |
| 4.22% | 4.6% | #62 | $158.7M | 2.9M | $154.7M | 2.9M | +6,724+0.23% | Add |
| LPL Financial LLC |
| 0.03% | 0.03% | #614 | $148.5M | 2.7M | $123.2M | 2.3M | +414,977+17.78% | Add |
| Kestra Investment Management, LLC |
| 2.7% | 3.66% | #120 | $139.2M | 2.6M | $212.5M | 4.0M | -1.4M-35.99% | Reduce |
| UBS Group AG |
| 0.02% | 0.02% | #690 | $132.3M | 2.4M | $111.9M | 2.1M | +328,056+15.47% | Add |
| Modera Wealth Management, LLC |
| 1.33% | 1.41% | #198 | $124.6M | 2.3M | $117.9M | 2.2M | +72,073+3.23% | Add |
| Confluence Wealth Services, Inc. |
| 3.2% | 3.64% | #97 | $111.9M | 2.1M | $93.9M | 1.8M | +292,647+16.44% | Add |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. |
| 0.16% | — | #418 | $107.9M | 2.0M | $0 | 0 | +2.0M | New Buy |
| Apella Capital, LLC |
| 1.51% | 1.56% | #190 | $107.4M | 1.9M | $105.3M | 1.9M | +47,883+2.53% | Add |
| Beacon Pointe Advisors, LLC |
| 0.49% | 0.39% | #284 | $106.2M | 2.0M | $74.1M | 1.4M | +561,806+40.03% | Add |
| Cetera Investment Advisers |
| 0.09% | 0.1% | #488 | $103.6M | 1.9M | $98.4M | 1.9M | +53,132+2.85% | Add |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
| 1.45% | 1.63% | #193 | $99.2M | 1.8M | $94.2M | 1.8M | +50,396+2.82% | Add |
| TCI Wealth Advisors, Inc. |
| 4.17% | 4.52% | #66 | $96.5M | 1.8M | $85.0M | 1.6M | +175,027+10.86% | Add |
| Team Hewins, LLC |
| 25.8% | 27.63% | #2 | $94.3M | 1.7M | $93.0M | 1.8M | -15,605-0.89% | Reduce |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC |
| 6.88% | 7.95% | #21 | $87.0M | 1.6M | $88.3M | 1.6M | +8,186+0.51% | Add |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #724 | $83.4M | 1.5M | $77.2M | 1.5M | +80,367+5.49% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.13% | 0.14% | #450 | $80.4M | 1.5M | $63.6M | 1.2M | +254,209+21.24% | Add |
| CHOREO, LLC |
| 0.86% | 0.95% | #231 | $79.8M | 1.5M | $77.7M | 1.5M | +4,729+0.32% | Add |
| Evanson Financial, LLC |
| 3.82% | — | #80 | $77.3M | 1.4M | $0 | 0 | +1.4M | New Buy |
| Wealth Management Nebraska |
| 6.83% | 7.1% | #22 | $76.5M | 1.4M | $70.1M | 1.3M | +88,332+6.65% | Add |
| JANE STREET GROUP, LLC |
| 0.01% | 0.01% | #778 | $70.6M | 1.3M | $113.3M | 2.1M | -839,828-39.13% | Reduce |
| Falcon Wealth Planning |
| 4.4% | 4.53% | #60 | $69.8M | 1.3M | $66.5M | 1.3M | +31,972+2.54% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.01% | 0.01% | #736 | $67.3M | 1.2M | $53.2M | 1.0M | +237,262+23.54% | Add |
| DIXON FNANCIAL SERVICES, INC. |
| 26.99% | 29.45% | #1 | $66.6M | 1.2M | $65.6M | 1.2M | -9,279-0.75% | Reduce |
| Sequoia Financial Advisors, LLC |
| 0.33% | 0.37% | #330 | $65.8M | 1.2M | $65.7M | 1.2M | -27,283-2.19% | Reduce |
| Vise Technologies, Inc. |
| 0.72% | 0.72% | #248 | $63.9M | 1.2M | $36.6M | 732,975 | +450,189+61.42% | Add |
| Root Financial Partners, LLC |
| 2.48% | 2.13% | #130 | $63.7M | 1.2M | $46.1M | 872,659 | +307,236+35.21% | Add |
| EARNED WEALTH ADVISORS, LLC |
| 4.05% | 3.57% | #69 | $62.8M | 1.2M | $53.3M | 1.0M | +152,731+15.11% | Add |
| Beaird Harris Wealth Management, LLC |
| 3.87% | 4.12% | #79 | $61.8M | 1.1M | $60.6M | 1.1M | -4,623-0.40% | Reduce |
| True Link Financial Advisors, LLC |
| 3.45% | 3.65% | #88 | $59.7M | 1.1M | $59.1M | 1.1M | -14,351-1.28% | Reduce |
| Petersen Hastings Wealth Advisors Inc. |
| 4.99% | 5.41% | #48 | $59.5M | 1.1M | $59.1M | 1.1M | -18,058-1.61% | Reduce |
| Smartleaf Asset Management LLC |
| 1.9% | 2.01% | #152 | $58.5M | 1.1M | $55.7M | 1.1M | 00.00% | Unchanged |
