| MERCER GLOBAL ADVISORS INC /ADV |
| 2.96% | 3.04% | #91 | $2.37B | 43.1M | $2.05B | 42.3M | +750,137+1.77% | Add |
| Savant Capital, LLC |
| 2.47% | 3.61% | #104 | $839.1M | 15.2M | $746.2M | 15.4M | -148,711-0.97% | Reduce |
| Focus Partners Wealth |
| 0.8% | 0.79% | #183 | $782.1M | 14.2M | $712.2M | 14.7M | -477,368-3.25% | Reduce |
| Index Fund Advisors, Inc. |
| 12.64% | 12.51% | #11 | $318.4M | 5.8M | $278.1M | 5.7M | +48,788+0.85% | Add |
| Focus Partners Advisor Solutions, LLC |
| 2.33% | 2.42% | #112 | $275.0M | 5.0M | $239.9M | 4.9M | +49,879+1.01% | Add |
| NORTHERN TRUST CORP |
| 0.03% | 0.04% | #521 | $269.2M | 4.9M | $268.7M | 5.5M | -651,769-11.75% | Reduce |
| Creative Planning |
| 0.16% | 0.16% | #332 | $267.6M | 4.9M | $240.0M | 5.0M | -87,422-1.77% | Reduce |
| HighTower Advisors, LLC |
| 0.24% | 0.23% | #287 | $243.8M | 4.4M | $216.5M | 4.5M | -34,813-0.78% | Reduce |
| TCI Wealth Advisors, Inc. |
| 9.63% | 8.91% | #20 | $222.5M | 4.0M | $167.9M | 3.5M | +580,692+16.76% | Add |
| Corient Private Wealth LLC |
| 0.16% | 0.67% | #329 | $209.1M | 3.8M | $471.8M | 9.7M | -5.9M-60.95% | Reduce |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
| 2.69% | 2.68% | #101 | $184.6M | 3.4M | $154.8M | 3.2M | +160,599+5.03% | Add |
| Plancorp, LLC |
| 4.35% | 7.9% | #60 | $178.4M | 3.2M | $277.6M | 5.6M | -2.3M-41.68% | Reduce |
| Cerity Partners LLC |
| 0.17% | 0.17% | #315 | $145.5M | 2.6M | $122.7M | 2.5M | +111,516+4.40% | Add |
| Modera Wealth Management, LLC |
| 1.35% | 1.27% | #151 | $126.1M | 2.3M | $105.6M | 2.2M | +111,924+5.13% | Add |
| MASECO LLP |
| 3.09% | 3.07% | #88 | $110.0M | 2.0M | $97.9M | 2.0M | -21,761-1.08% | Reduce |
| Truepoint, Inc. |
| 2.18% | 2.1% | #115 | $104.6M | 1.9M | $94.2M | 1.9M | -40,900-2.10% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.17% | 0.19% | #318 | $102.0M | 1.9M | $87.9M | 1.8M | +46,703+2.59% | Add |
| Trust Co of the South |
| 13.34% | 13.46% | #9 | $94.8M | 1.7M | $83.7M | 1.7M | -4,709-0.27% | Reduce |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC |
| 7.26% | 7.52% | #35 | $91.8M | 1.7M | $83.6M | 1.7M | -4,816-0.29% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.02% | 0.02% | #575 | $77.5M | 1.4M | $66.6M | 1.4M | +34,582+2.52% | Add |
| Integrated Wealth Concepts LLC |
| 0.38% | 0.29% | #242 | $76.3M | 1.4M | $36.8M | 759,047 | +628,852+82.85% | Add |
| Beacon Pointe Advisors, LLC |
| 0.34% | 0.35% | #250 | $73.8M | 1.3M | $66.6M | 1.4M | -31,471-2.29% | Reduce |
| LPL Financial LLC |
| 0.02% | 0.02% | #599 | $73.8M | 1.3M | $66.2M | 1.4M | -25,041-1.83% | Reduce |
| Evanson Financial, LLC |
| 3.58% | — | #73 | $72.5M | 1.3M | $0 | 0 | +1.3M | New Buy |
| CHOREO, LLC |
| 0.76% | 0.76% | #187 | $70.6M | 1.3M | $62.0M | 1.3M | +3,898+0.30% | Add |
| Foster Group, Inc. |
| 1.85% | 1.84% | #130 | $69.5M | 1.3M | $61.7M | 1.3M | -10,739-0.84% | Reduce |
| Beaird Harris Wealth Management, LLC |
| 4.11% | 4.03% | #63 | $65.6M | 1.2M | $59.4M | 1.2M | -31,556-2.58% | Reduce |
| Forum Financial Management, LP |
| 0.82% | 0.8% | #181 | $63.8M | 1.2M | $56.9M | 1.2M | -14,380-1.23% | Reduce |
| Pathstone Holdings, LLC |
| 0.18% | 0.22% | #307 | $62.4M | 1.1M | $56.2M | 1.2M | -26,176-2.26% | Reduce |
| Apella Capital, LLC |
| 0.83% | 0.81% | #180 | $58.8M | 1.1M | $54.7M | 1.1M | -4,864-0.45% | Reduce |
| Parkwoods Wealth Partners, LLC |
| 9.4% | 12.18% | #23 | $58.5M | 1.1M | $49.7M | 1.0M | +38,217+3.73% | Add |
| SACHEM HILL LLC |
| 10.24% | 9.96% | #18 | $57.6M | 1.0M | $51.4M | 1.1M | -13,328-1.26% | Reduce |
| MONOGRAPH WEALTH ADVISORS, LLC |
| 4.62% | 4.66% | #56 | $56.2M | 1.0M | $49.2M | 1.0M | +7,596+0.75% | Add |
| Triune Financial Partners, LLC |
| 11.28% | 11.02% | #17 | $54.0M | 981,939 | $46.3M | 956,405 | +25,534+2.67% | Add |
| Team Hewins, LLC |
| 14.32% | 13.89% | #6 | $52.4M | 951,799 | $46.7M | 964,366 | -12,567-1.30% | Reduce |
| Factor Wealth Management LTD |
| 7.89% | 6.55% | #29 | $52.2M | 948,209 | $34.8M | 718,370 | +229,839+31.99% | Add |
| TFC Financial Management, Inc. |
| 5.52% | 5.43% | #44 | $49.8M | 905,753 | $44.1M | 909,157 | -3,404-0.37% | Reduce |
| KEB ASSET MANAGEMENT, LLC |
| 8.02% | 7.88% | #28 | $49.5M | 900,330 | $41.1M | 849,146 | +51,184+6.03% | Add |
| Porter White Investment Advisors, Inc. |
| 18.78% | 18.98% | #4 | $48.8M | 886,806 | $47.4M | 977,943 | -91,137-9.32% | Reduce |
| Elser Financial Planning, Inc |
| 2.11% | 2.09% | #120 | $48.6M | 882,671 | $43.1M | 891,980 | -9,309-1.04% | Reduce |
| Smartleaf Asset Management LLC |
| 1.52% | 1.45% | #142 | $46.7M | 847,220 | $40.3M | 847,220 | 00.00% | Unchanged |
| Disciplined Equity Management, Inc. |
| 20.44% | 19.69% | #3 | $46.1M | 838,894 | $39.2M | 808,704 | +30,190+3.73% | Add |
| Heritage Investment Group, Inc. |
| 6.18% | 6.2% | #39 | $46.0M | 836,665 | $41.0M | 845,476 | -8,811-1.04% | Reduce |
| Verus Financial Partners, Inc. |
| 3.92% | 3.4% | #67 | $45.9M | 833,515 | $37.9M | 751,341 | +82,174+10.94% | Add |
| Guardian Wealth Management, LLC |
| 12.71% | 12.4% | #10 | $45.3M | 824,333 | $40.9M | 843,510 | -19,177-2.27% | Reduce |
| EARNED WEALTH ADVISORS, LLC |
| 2.81% | 2.59% | #94 | $43.6M | 792,213 | $38.8M | 800,485 | -8,272-1.03% | Reduce |
| Timonier Family Office, LTD. |
| 11.96% | — | #13 | $42.4M | 769,971 | $0 | 0 | +769,971 | New Buy |
| Wescott Financial Advisory Group, LLC |
| 3.21% | 3.28% | #86 | $41.5M | 754,353 | $37.4M | 771,747 | -17,394-2.25% | Reduce |
| DIXON FNANCIAL SERVICES, INC. |
| 16.62% | 16.33% | #5 | $41.0M | 745,784 | $36.4M | 750,565 | -4,781-0.64% | Reduce |
| SAX WEALTH ADVISORS, LLC |
| 1.61% | 1.83% | #137 | $39.4M | 814,035 | $37.8M | 812,006 | +2,029+0.25% | Add |
