| Creative Planning |
| 1.34% | 1.27% | #180 | $2.29B | 27.8M | $1.87B | 26.2M | +1.6M+6.07% | Add |
| NORTHERN TRUST CORP |
| 0.09% | 0.09% | #522 | $778.1M | 9.4M | $653.9M | 9.2M | +255,958+2.78% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.04% | 0.03% | #632 | $561.7M | 6.8M | $470.8M | 6.6M | +202,431+3.06% | Add |
| Index Fund Advisors, Inc. |
| 19.25% | 18.89% | #2 | $484.8M | 5.9M | $419.7M | 5.9M | -13,200-0.22% | Reduce |
| Focus Partners Wealth |
| 0.28% | 0.28% | #359 | $269.8M | 3.3M | $249.9M | 3.4M | -170,510-4.95% | Reduce |
| Pure Financial Advisors, LLC |
| 3.45% | 3.3% | #84 | $268.7M | 3.3M | $227.5M | 3.2M | +64,794+2.03% | Add |
| TCI Wealth Advisors, Inc. |
| 10.05% | 9.8% | #12 | $232.3M | 2.8M | $184.6M | 2.6M | +225,900+8.70% | Add |
| Root Financial Partners, LLC |
| 7.45% | 5.22% | #25 | $191.8M | 2.3M | $112.8M | 1.6M | +743,237+46.85% | Add |
| Vise Technologies, Inc. |
| 2.09% | 1.72% | #133 | $184.3M | 2.2M | $87.6M | 1.3M | +979,958+77.92% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.04% | 0.03% | #630 | $154.3M | 1.9M | $122.5M | 1.7M | +151,725+8.81% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| 0.14% | 0.14% | #455 | $112.5M | 1.4M | $96.6M | 1.4M | +7,977+0.59% | Add |
| Midwest Trust Co |
| 1.24% | 1.22% | #190 | $109.4M | 1.3M | $97.9M | 1.4M | -47,811-3.47% | Reduce |
| Savant Capital, LLC |
| 0.31% | 0.38% | #347 | $105.4M | 1.3M | $77.7M | 1.1M | +186,786+17.09% | Add |
| BANK OF MONTREAL /CAN/ |
| 0.03% | 0.03% | #637 | $102.8M | 1.2M | $86.2M | 1.2M | +35,599+2.94% | Add |
| Confluence Wealth Services, Inc. |
| 2.91% | 2.88% | #100 | $101.8M | 1.2M | $74.2M | 1.0M | +192,108+18.40% | Add |
| Plancorp, LLC |
| 2.45% | 2.68% | #119 | $100.6M | 1.2M | $94.2M | 1.3M | -23,580-1.86% | Reduce |
| Evanson Financial, LLC |
| 4.95% | — | #49 | $100.3M | 1.2M | $0 | 0 | +1.2M | New Buy |
| ROYAL BANK OF CANADA |
| 0.01% | 0.02% | #748 | $98.9M | 1.2M | $87.1M | 1.2M | -23,060-1.88% | Reduce |
| Great Waters Wealth Management |
| 8.77% | 8.25% | #18 | $94.7M | 1.2M | $78.0M | 1.1M | +53,556+4.88% | Add |
| HighTower Advisors, LLC |
| 0.09% | 0.08% | #523 | $92.8M | 1.1M | $70.9M | 996,253 | +131,271+13.18% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.03% | 0.02% | #678 | $92.8M | 1.1M | $73.1M | 1.0M | +99,595+9.69% | Add |
| WASHINGTON TRUST BANK |
| 6.42% | 5.99% | #32 | $91.9M | 1.1M | $81.2M | 1.1M | -25,481-2.23% | Reduce |
| UBS Group AG |
| 0.01% | 0.01% | #770 | $87.9M | 1.1M | $72.1M | 1.0M | +53,114+5.24% | Add |
| Moisand Fitzgerald Tamayo, LLC |
| 7.88% | 7.42% | #22 | $80.7M | 979,623 | $69.0M | 970,443 | +9,180+0.95% | Add |
| Focus Partners Advisor Solutions, LLC |
| 0.66% | 0.67% | #264 | $77.7M | 943,404 | $66.7M | 940,007 | +3,397+0.36% | Add |
| LPL Financial LLC |
| 0.02% | 0.02% | #732 | $77.6M | 942,761 | $63.6M | 894,689 | +48,072+5.37% | Add |
| Sageworth Trust Co |
| 2.98% | — | #98 | $75.7M | 919,443 | $0 | 0 | +919,443 | New Buy |
| Pathstone Holdings, LLC |
| 0.22% | 0.24% | #397 | $74.8M | 908,781 | $60.8M | 854,566 | +54,215+6.34% | Add |
| DAVENPORT & Co LLC |
| 0.36% | 0.29% | #330 | $74.2M | 901,285 | $53.7M | 754,654 | +146,631+19.43% | Add |
| First Command Advisory Services, Inc. |
| 0.43% | 0.52% | #312 | $73.0M | 887,282 | $77.7M | 1.1M | -204,881-18.76% | Reduce |
| BROWN ADVISORY INC |
| 0.11% | 0.09% | #491 | $72.4M | 878,685 | $56.2M | 790,065 | +88,620+11.22% | Add |
| Bernicke Wealth Management, Ltd. |
| 7.97% | — | #21 | $68.6M | 833,700 | $0 | 0 | +833,700 | New Buy |
| Bleakley Financial Group, LLC |
| 0.86% | 0.83% | #235 | $67.5M | 820,209 | $53.4M | 750,183 | +70,026+9.33% | Add |
| Wealth Management Nebraska |
| 5.94% | 5.41% | #35 | $66.6M | 808,407 | $53.4M | 750,357 | +58,050+7.74% | Add |
| Stordahl Capital Management, Inc. |
| 10.92% | 10.43% | #9 | $59.6M | 724,321 | $50.6M | 711,896 | +12,425+1.75% | Add |
| MassMutual Private Wealth & Trust, FSB |
| 1.53% | 1.42% | #167 | $59.2M | 719,308 | $52.3M | 735,416 | -16,108-2.19% | Reduce |
| DiNuzzo Private Wealth, Inc. |
| 5.86% | 5.64% | #36 | $59.2M | 719,169 | $52.3M | 735,546 | -16,377-2.23% | Reduce |
| Cerity Partners LLC |
| 0.07% | 0.06% | #550 | $58.0M | 704,902 | $40.5M | 568,932 | +135,970+23.90% | Add |
| Mariner, LLC |
| 0.06% | 0.05% | #565 | $56.5M | 685,880 | $46.0M | 646,339 | +39,541+6.12% | Add |
| Cetera Investment Advisers |
| 0.05% | 0.05% | #583 | $55.9M | 679,277 | $45.5M | 640,069 | +39,208+6.13% | Add |
| EP Wealth Advisors, LLC |
| 0.21% | 0.24% | #399 | $55.7M | 676,193 | $48.2M | 677,210 | -1,017-0.15% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.07% | 0.07% | #551 | $55.4M | 673,027 | $47.9M | 672,914 | +113+0.02% | Add |
| Chicago Partners Investment Group LLC |
| 1.1% | 1.17% | #206 | $55.1M | 684,518 | $52.5M | 681,445 | +3,073+0.45% | Add |
| Three Arch Wealth Management LLC |
| 7.86% | 8.06% | #23 | $51.2M | 622,027 | $44.8M | 630,096 | -8,069-1.28% | Reduce |
| DIXON FNANCIAL SERVICES, INC. |
| 18.47% | 17.8% | #3 | $45.6M | 553,678 | $39.7M | 557,492 | -3,814-0.68% | Reduce |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.07% | 0.06% | #548 | $45.2M | 549,404 | $34.3M | 482,231 | +67,173+13.93% | Add |
| Elser Financial Planning, Inc |
| 1.93% | 1.91% | #146 | $44.4M | 539,346 | $39.4M | 555,668 | -16,322-2.94% | Reduce |
| SAX WEALTH ADVISORS, LLC |
| 1.75% | 1.85% | #153 | $42.9M | 603,275 | $38.2M | 547,711 | +55,564+10.14% | Add |
| TRUIST FINANCIAL CORP |
| 0.05% | 0.06% | #586 | $42.5M | 516,155 | $42.1M | 591,800 | -75,645-12.78% | Reduce |
| Modera Wealth Management, LLC |
| 0.45% | 0.43% | #308 | $42.1M | 511,559 | $36.1M | 507,238 | +4,321+0.85% | Add |
