| Creative Planning |
| 0.54% | 0.57% | #251 | $930.0M | 13.3M | $844.4M | 13.5M | -216,333-1.60% | Reduce |
| Focus Partners Wealth |
| 0.89% | 0.91% | #218 | $873.2M | 12.5M | $821.9M | 13.1M | -652,203-4.96% | Reduce |
| Forum Financial Management, LP |
| 9.32% | 9.14% | #24 | $725.8M | 10.4M | $646.3M | 10.3M | +34,003+0.33% | Add |
| Index Fund Advisors, Inc. |
| 17.56% | 17.94% | #7 | $442.4M | 6.3M | $398.7M | 6.4M | -55,362-0.87% | Reduce |
| Pure Financial Advisors, LLC |
| 5.13% | 4.99% | #56 | $399.3M | 5.7M | $344.6M | 5.5M | +194,707+3.53% | Add |
| Focus Partners Advisor Solutions, LLC |
| 3.34% | 3.6% | #90 | $393.7M | 5.6M | $356.9M | 5.7M | -83,665-1.46% | Reduce |
| Savant Capital, LLC |
| 1.1% | 1.44% | #195 | $375.0M | 5.4M | $298.7M | 4.8M | +566,624+11.84% | Add |
| EP Wealth Advisors, LLC |
| 1.27% | 1.32% | #183 | $332.2M | 4.8M | $268.6M | 4.3M | +450,901+10.48% | Add |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC |
| 15.55% | 16.51% | #11 | $196.7M | 2.8M | $183.5M | 2.8M | -26,124-0.92% | Reduce |
| Asset Dedication, LLC |
| 11.21% | 11.11% | #19 | $178.2M | 2.5M | $158.6M | 2.5M | +8,673+0.34% | Add |
| Apella Capital, LLC |
| 2.03% | 2.09% | #146 | $144.1M | 2.1M | $141.3M | 2.1M | -55,126-2.58% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.03% | 0.04% | #577 | $128.3M | 1.8M | $127.9M | 2.0M | -213,946-10.44% | Reduce |
| Corient Private Wealth LLC |
| 0.09% | 0.24% | #460 | $126.1M | 1.8M | $164.7M | 2.6M | -840,715-31.79% | Reduce |
| HighTower Advisors, LLC |
| 0.12% | 0.12% | #429 | $124.8M | 1.8M | $112.4M | 1.8M | -14,539-0.81% | Reduce |
| Trust Co of the South |
| 17.26% | 17.98% | #9 | $122.6M | 1.8M | $111.8M | 1.8M | -36,380-2.03% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #741 | $113.2M | 1.6M | $95.6M | 1.5M | +87,526+5.72% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| 0.13% | 0.14% | #415 | $107.5M | 1.5M | $97.0M | 1.6M | -14,178-0.91% | Reduce |
| EARNED WEALTH ADVISORS, LLC |
| 6.79% | 6.24% | #40 | $105.3M | 1.5M | $93.4M | 1.5M | +10,258+0.69% | Add |
| Smartleaf Asset Management LLC |
| 3.39% | 3.3% | #88 | $104.2M | 1.5M | $91.3M | 1.5M | 00.00% | Unchanged |
| Truepoint, Inc. |
| 2.14% | 2.06% | #139 | $102.3M | 1.5M | $92.5M | 1.5M | -16,997-1.15% | Reduce |
| GREAT OAK CAPITAL PARTNERS, LLC |
| 21.67% | 21.56% | #3 | $100.2M | 1.4M | $92.7M | 1.4M | +6,049+0.42% | Add |
| Sequoia Financial Advisors, LLC |
| 0.48% | 0.48% | #264 | $97.3M | 1.4M | $85.8M | 1.4M | +18,136+1.32% | Add |
| Cerity Partners LLC |
| 0.11% | 0.1% | #436 | $93.4M | 1.3M | $70.3M | 1.1M | +209,854+18.64% | Add |
| LPL Financial LLC |
| 0.02% | 0.02% | #654 | $88.0M | 1.3M | $75.6M | 1.2M | +48,521+4.01% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.13% | 0.15% | #417 | $79.6M | 1.2M | $67.7M | 1.1M | +99,306+9.21% | Add |
| Sensible Money, LLC |
| 20.23% | 20.3% | #5 | $76.3M | 1.1M | $66.7M | 1.1M | +23,058+2.16% | Add |
| Evanson Financial, LLC |
| 3.76% | — | #78 | $76.2M | 1.1M | $0 | 0 | +1.1M | New Buy |
| Allworth Financial LP |
| 0.31% | 0.27% | #315 | $74.2M | 1.1M | $65.4M | 1.0M | +13,760+1.31% | Add |
| Abacus Wealth Partners, LLC |
| 7.52% | 7.74% | #35 | $71.6M | 1.0M | $84.8M | 1.4M | -332,924-24.53% | Reduce |
| Parkwoods Wealth Partners, LLC |
| 10.39% | 13.97% | #22 | $64.7M | 925,410 | $57.0M | 912,352 | +13,058+1.43% | Add |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
| 0.94% | 0.99% | #213 | $64.5M | 922,732 | $57.1M | 914,073 | +8,659+0.95% | Add |
| Team Hewins, LLC |
| 17.55% | 17.08% | #8 | $64.2M | 917,911 | $57.5M | 920,291 | -2,380-0.26% | Reduce |
| Great Waters Wealth Management |
| 5.75% | 5.64% | #51 | $62.1M | 888,357 | $53.3M | 853,409 | +34,948+4.10% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.02% | 0.02% | #625 | $59.2M | 846,849 | $39.0M | 633,944 | +212,905+33.58% | Add |
| ASSETMARK, INC |
| 0.1% | 0.06% | #450 | $59.1M | 845,930 | $29.2M | 467,017 | +378,913+81.13% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #694 | $57.7M | 825,208 | $43.0M | 687,802 | +137,406+19.98% | Add |
| Joel Isaacson & Co., LLC |
| 1.67% | 1.68% | #159 | $57.6M | 823,931 | $50.8M | 813,483 | +10,448+1.28% | Add |
| BAYSHORE ASSET MANAGEMENT, LLC |
| 20.4% | 20.78% | #4 | $57.1M | 816,647 | $52.2M | 835,709 | -19,062-2.28% | Reduce |
| Mariner, LLC |
| 0.06% | 0.06% | #520 | $55.0M | 787,152 | $53.4M | 854,684 | -67,532-7.90% | Reduce |
| Modera Wealth Management, LLC |
| 0.57% | 0.55% | #246 | $53.9M | 770,649 | $45.8M | 733,725 | +36,924+5.03% | Add |
| MONOGRAPH WEALTH ADVISORS, LLC |
| 4.34% | 4.33% | #65 | $52.9M | 756,908 | $45.7M | 731,710 | +25,198+3.44% | Add |
| Plancorp, LLC |
| 1.29% | 2.56% | #180 | $52.8M | 758,035 | $90.1M | 1.4M | -636,083-45.63% | Reduce |
| RW Investment Management LLC |
| 4.55% | 4.61% | #64 | $51.8M | 741,761 | $47.6M | 762,703 | -20,942-2.75% | Reduce |
| Three Arch Wealth Management LLC |
| 7.84% | 8.29% | #32 | $51.1M | 730,943 | $46.1M | 738,026 | -7,083-0.96% | Reduce |
| PHILLIPS FINANCIAL MANAGEMENT, LLC |
| 3.65% | 3.43% | #81 | $49.8M | 712,667 | $47.3M | 757,816 | -45,149-5.96% | Reduce |
| SAX WEALTH ADVISORS, LLC |
| 1.97% | 2.18% | #147 | $48.4M | 775,382 | $45.1M | 757,412 | +17,970+2.37% | Add |
| KEB ASSET MANAGEMENT, LLC |
| 7.75% | 8.23% | #33 | $47.9M | 685,036 | $42.9M | 687,667 | -2,631-0.38% | Reduce |
| Cetera Investment Advisers |
| 0.04% | 0.04% | #554 | $46.3M | 662,401 | $40.6M | 650,733 | +11,668+1.79% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #795 | $46.0M | 658,102 | $38.3M | 625,136 | +32,966+5.27% | Add |
| Tumwater Wealth Management, LLC |
| 16.1% | 15.79% | #10 | $44.5M | 636,708 | $39.3M | 628,735 | +7,973+1.27% | Add |
