| Savant Capital, LLC |
| 2.87% | 3.2% | #53 | $976.1M | 25.0M | $661.5M | 18.9M | +6.1M+32.48% | Add |
| MATHER GROUP, LLC. |
| 2.24% | 2.3% | #72 | $257.3M | 6.6M | $230.1M | 6.6M | +64,419+0.98% | Add |
| JMG Financial Group, Ltd. |
| 5.91% | 6.02% | #20 | $244.8M | 6.3M | $216.9M | 6.2M | +119,891+1.94% | Add |
| Focus Partners Wealth |
| 0.19% | 0.18% | #279 | $182.4M | 4.7M | $157.7M | 4.5M | +200,439+4.45% | Add |
| Cetera Investment Advisers |
| 0.17% | 0.14% | #291 | $182.3M | 4.7M | $136.3M | 3.9M | +811,655+20.87% | Add |
| Cerity Partners LLC |
| 0.21% | 0.21% | #270 | $173.4M | 4.5M | $150.9M | 4.3M | +161,620+3.75% | Add |
| RITHOLTZ WEALTH MANAGEMENT |
| 2.35% | 2.34% | #67 | $157.8M | 4.1M | $135.2M | 3.9M | +211,591+5.49% | Add |
| Corient Private Wealth LLC |
| 0.09% | 0.37% | #344 | $125.8M | 3.2M | $257.0M | 7.3M | -4.1M-55.79% | Reduce |
| Modera Wealth Management, LLC |
| 1.22% | 1.16% | #110 | $114.4M | 2.9M | $96.8M | 2.8M | +184,445+6.67% | Add |
| Index Fund Advisors, Inc. |
| 4.38% | 4.35% | #33 | $110.3M | 2.8M | $96.8M | 2.8M | +82,296+2.98% | Add |
| Pathstone Holdings, LLC |
| 0.3% | 0.38% | #239 | $103.5M | 2.7M | $96.5M | 2.8M | -87,747-3.19% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.02% | 0.02% | #453 | $92.3M | 2.4M | $80.2M | 2.3M | +89,801+3.92% | Add |
| LPL Financial LLC |
| 0.02% | 0.02% | #461 | $91.6M | 2.4M | $77.5M | 2.2M | +147,835+6.68% | Add |
| Focus Partners Advisor Solutions, LLC |
| 0.73% | 0.74% | #145 | $86.3M | 2.2M | $73.9M | 2.1M | +117,115+5.55% | Add |
| Creative Planning |
| 0.05% | 0.05% | #395 | $84.9M | 2.2M | $77.5M | 2.2M | -25,468-1.15% | Reduce |
| Arista Wealth Management, LLC |
| 9.01% | 8.97% | #4 | $83.5M | 2.2M | $73.7M | 2.1M | +48,492+2.31% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.02% | 0.02% | #460 | $76.4M | 2.0M | $68.1M | 1.9M | +28,486+1.47% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #512 | $66.1M | 1.7M | $55.1M | 1.6M | +132,547+8.43% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.54% | 0.58% | #182 | $57.6M | 1.5M | $52.1M | 1.5M | -898-0.06% | Reduce |
| EP Wealth Advisors, LLC |
| 0.2% | 0.24% | #274 | $51.7M | 1.3M | $49.8M | 1.4M | -87,811-6.18% | Reduce |
| DiNuzzo Private Wealth, Inc. |
| 4.99% | 5.09% | #27 | $50.5M | 1.3M | $47.2M | 1.3M | -46,931-3.48% | Reduce |
| Truepoint, Inc. |
| 0.97% | 1.05% | #127 | $46.3M | 1.2M | $47.0M | 1.3M | -147,568-11.00% | Reduce |
| Evanson Financial, LLC |
| 2.22% | — | #74 | $45.0M | 1.2M | $0 | 0 | +1.2M | New Buy |
| COLDSTREAM CAPITAL MANAGEMENT INC |
| 0.36% | 0.96% | #220 | $44.9M | 1.1M | $78.1M | 2.2M | -1.1M-48.76% | Reduce |
| MOSAIC FAMILY WEALTH PARTNERS, LLC |
| 2.68% | 3.58% | #58 | $40.0M | 1.0M | $35.0M | 997,993 | +32,843+3.29% | Add |
| Leading Edge Financial Planning LLC |
| 7.1% | 7.15% | #14 | $39.8M | 1.0M | $34.0M | 969,277 | +58,008+5.98% | Add |
| BANK OF MONTREAL /CAN/ |
| 0.01% | 0.01% | #479 | $39.7M | 1.0M | $34.7M | 990,589 | +32,967+3.33% | Add |
| OSAIC HOLDINGS, INC. |
| 0.04% | 0.04% | #404 | $37.6M | 968,729 | $27.4M | 780,515 | +188,214+24.11% | Add |
| Integrity Advisory Solutions, LLC |
| 3.75% | 4% | #41 | $36.5M | 940,148 | $30.3M | 863,575 | +76,573+8.87% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.49% | 0.47% | #189 | $36.1M | 930,059 | $30.4M | 866,631 | +63,428+7.32% | Add |
| Elser Financial Planning, Inc |
| 1.55% | 1.54% | #98 | $35.8M | 923,575 | $31.8M | 911,843 | +11,732+1.29% | Add |
| Seaside Wealth Management, Inc. |
| 8.84% | 8.88% | #5 | $35.8M | 922,462 | $31.6M | 901,546 | +20,916+2.32% | Add |
| Stordahl Capital Management, Inc. |
| 6.49% | 6.57% | #16 | $35.4M | 913,553 | $31.9M | 909,808 | +3,745+0.41% | Add |
| NORTHERN TRUST CORP |
| <0.01% | <0.01% | #515 | $35.1M | 905,466 | $29.7M | 848,590 | +56,876+6.70% | Add |
| United Wealth Management, LLC |
| 7.89% | 7.83% | #10 | $35.1M | 904,345 | $31.5M | 899,209 | +5,136+0.57% | Add |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC |
| 2.68% | 2.78% | #59 | $33.9M | 873,274 | $30.8M | 853,321 | +19,953+2.34% | Add |
| Beacon Pointe Advisors, LLC |
| 0.15% | 0.15% | #297 | $32.9M | 848,190 | $28.6M | 815,577 | +32,613+4.00% | Add |
| von Borstel & Associates, Inc. |
| 6.67% | 6.65% | #15 | $32.5M | 839,017 | $29.1M | 829,409 | +9,608+1.16% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.05% | 0.05% | #389 | $32.1M | 826,860 | $24.3M | 689,521 | +137,339+19.92% | Add |
| HighTower Advisors, LLC |
| 0.03% | 0.03% | #428 | $31.3M | 805,623 | $27.6M | 786,334 | +19,289+2.45% | Add |
| Hassell Wealth Management, LLC |
| 9.03% | 8.97% | #3 | $29.4M | 770,951 | $26.7M | 762,655 | +8,296+1.09% | Add |
| Zhang Financial LLC |
| 0.85% | 0.85% | #137 | $29.1M | 750,732 | $24.6M | 702,217 | +48,515+6.91% | Add |
| Diversified Portfolios, Inc. |
| 2.07% | 2% | #79 | $28.5M | 734,781 | $24.4M | 695,442 | +39,339+5.66% | Add |
| Rather & Kittrell, Inc. |
| 3.9% | 3.73% | #40 | $27.9M | 719,089 | $24.2M | 690,600 | +28,489+4.13% | Add |
| Sequoia Financial Advisors, LLC |
| 0.14% | 0.14% | #310 | $27.7M | 714,818 | $25.7M | 732,440 | -17,622-2.41% | Reduce |
| PARK AVENUE SECURITIES LLC |
| 0.17% | 0.19% | #285 | $27.7M | 714,197 | $23.7M | 676,217 | +37,980+5.62% | Add |
| INTEGRITY ALLIANCE, LLC. |
| 0.85% | 0.94% | #136 | $27.3M | 704,492 | $24.7M | 705,604 | -1,112-0.16% | Reduce |
| OneDigital Investment Advisors LLC |
| 0.22% | 0.21% | #268 | $25.8M | 665,532 | $21.9M | 625,569 | +39,963+6.39% | Add |
| Retirement Solution LLC |
| 4.99% | 5.45% | #28 | $25.5M | 658,005 | $23.0M | 657,521 | +484+0.07% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.03% | 0.03% | #426 | $25.0M | 644,635 | $22.8M | 650,168 | -5,533-0.85% | Reduce |
