| MERCER GLOBAL ADVISORS INC /ADV |
| 2.67% | 2.65% | #103 | $2.14B | 51.2M | $1.79B | 48.7M | +2.5M+5.04% | Add |
| Focus Partners Wealth |
| 0.92% | 0.85% | #184 | $895.7M | 21.5M | $766.4M | 20.4M | +1.1M+5.29% | Add |
| Forum Financial Management, LP |
| 4.65% | 4.4% | #65 | $361.8M | 8.7M | $311.0M | 8.5M | +209,814+2.48% | Add |
| Pure Financial Advisors, LLC |
| 4.43% | 4.17% | #68 | $344.5M | 8.3M | $287.7M | 7.8M | +430,878+5.51% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.04% | 0.04% | #377 | $171.3M | 4.1M | $134.4M | 3.7M | +447,111+12.22% | Add |
| Apella Capital, LLC |
| 2.41% | 2.27% | #112 | $171.1M | 4.1M | $153.3M | 3.9M | +231,456+5.95% | Add |
| Focus Partners Advisor Solutions, LLC |
| 1.36% | 1.22% | #147 | $160.7M | 3.9M | $121.3M | 3.3M | +550,494+16.68% | Add |
| Allworth Financial LP |
| 0.64% | 0.67% | #203 | $150.8M | 3.6M | $164.2M | 4.5M | -853,512-19.11% | Reduce |
| TCI Wealth Advisors, Inc. |
| 6.06% | 4.91% | #46 | $140.0M | 3.4M | $92.5M | 2.5M | +837,787+33.29% | Add |
| Foster Group, Inc. |
| 3.49% | 3.36% | #88 | $131.2M | 3.1M | $113.0M | 3.1M | +71,406+2.32% | Add |
| ASSETMARK, INC |
| 0.22% | <0.01% | #276 | $128.5M | 3.1M | $125,866 | 3,424 | +3.1M+89,820.71% | Add |
| Petersen Hastings Wealth Advisors Inc. |
| 10.56% | 9.97% | #13 | $125.8M | 3.0M | $108.8M | 3.0M | +53,925+1.82% | Add |
| BANK OF MONTREAL /CAN/ |
| 0.04% | 0.04% | #378 | $119.8M | 2.9M | $100.5M | 2.7M | +138,183+5.06% | Add |
| Corient Private Wealth LLC |
| 0.09% | 0.2% | #329 | $118.2M | 2.8M | $138.1M | 3.8M | -922,233-24.56% | Reduce |
| Alesco Advisors, LLC, An ESL Co |
| 2.55% | 2.47% | #106 | $111.4M | 2.7M | $96.7M | 2.6M | +38,178+1.45% | Add |
| PARK AVENUE SECURITIES LLC |
| 0.69% | 0.71% | #197 | $110.5M | 2.6M | $91.2M | 2.5M | +167,875+6.77% | Add |
| RW Investment Management LLC |
| 9.69% | 9.21% | #19 | $110.4M | 2.6M | $95.1M | 2.6M | +56,414+2.18% | Add |
| Aprio Wealth Management, LLC |
| 4.85% | 4.93% | #63 | $98.3M | 2.4M | $90.3M | 2.5M | -101,850-4.15% | Reduce |
| HB Wealth Management, LLC |
| 0.52% | 0.47% | #220 | $93.0M | 2.2M | $73.1M | 2.0M | +240,193+12.08% | Add |
| FINANCIAL CONSULATE, INC |
| 9.8% | 9.34% | #18 | $88.0M | 2.1M | $74.9M | 2.0M | +70,981+3.48% | Add |
| UBS Group AG |
| 0.01% | 0.01% | #434 | $87.7M | 2.1M | $79.0M | 2.1M | -47,959-2.23% | Reduce |
| HighTower Advisors, LLC |
| 0.08% | 0.08% | #332 | $87.2M | 2.1M | $77.5M | 2.1M | -18,149-0.86% | Reduce |
| Beaird Harris Wealth Management, LLC |
| 5.35% | 5.35% | #53 | $85.4M | 2.0M | $78.6M | 2.1M | -91,847-4.29% | Reduce |
| Beacon Pointe Advisors, LLC |
| 0.39% | 0.37% | #245 | $83.0M | 2.0M | $69.3M | 1.9M | +103,183+5.47% | Add |
| Savant Capital, LLC |
| 0.24% | 0.11% | #271 | $81.5M | 1.9M | $23.3M | 634,956 | +1.3M+205.30% | Add |
| Root Financial Partners, LLC |
| 3.07% | 2.25% | #92 | $79.0M | 1.9M | $48.6M | 1.3M | +569,857+43.06% | Add |
| Pathstone Holdings, LLC |
| 0.22% | 0.26% | #274 | $77.1M | 1.8M | $65.8M | 1.8M | +58,236+3.25% | Add |
| Vise Technologies, Inc. |
| 0.87% | 0.77% | #187 | $77.0M | 1.8M | $39.1M | 1.0M | +818,159+79.58% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.02% | 0.02% | #405 | $72.8M | 1.7M | $61.2M | 1.7M | +80,536+4.84% | Add |
| Planning Center, Inc. |
| 6.59% | 6.15% | #40 | $69.8M | 1.7M | $60.7M | 1.7M | +20,923+1.27% | Add |
| High Probability Advisors, LLC |
| 7.18% | 7.14% | #34 | $67.2M | 1.6M | $55.8M | 1.5M | +92,595+6.10% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #472 | $62.6M | 1.5M | $52.4M | 1.4M | +73,517+5.15% | Add |
| Bouchey Financial Group, Ltd. |
| 3.76% | 6.04% | #80 | $58.2M | 1.4M | $82.3M | 2.2M | -767,643-35.52% | Reduce |
| Clearstead Advisors, LLC |
| 0.54% | 0.91% | #217 | $56.9M | 1.4M | $99.8M | 2.7M | -1.4M-49.77% | Reduce |
| SATOVSKY ASSET MANAGEMENT LLC |
| 8.95% | 8.51% | #24 | $56.1M | 1.3M | $48.2M | 1.3M | +33,045+2.52% | Add |
| Retirement Solution LLC |
| 10.75% | 11.4% | #11 | $55.0M | 1.3M | $48.2M | 1.3M | +5,943+0.45% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.51% | 0.53% | #221 | $54.7M | 1.3M | $48.2M | 1.3M | -780-0.06% | Reduce |
| Leading Edge Financial Planning LLC |
| 9.56% | 9.28% | #21 | $53.7M | 1.3M | $44.1M | 1.2M | +86,170+7.18% | Add |
| Symmetry Partners, LLC |
| 2.69% | 2.71% | #102 | $52.7M | 1.3M | $47.4M | 1.3M | -26,299-2.04% | Reduce |
| DiNuzzo Private Wealth, Inc. |
| 5.11% | 4.85% | #57 | $51.6M | 1.2M | $45.0M | 1.2M | +11,958+0.98% | Add |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
| 7.23% | 6.89% | #33 | $50.8M | 1.2M | $43.7M | 1.2M | +29,005+2.44% | Add |
| Burton Enright Welch |
| 5.86% | 5.56% | #47 | $49.9M | 1.2M | $40.9M | 1.1M | +81,552+7.32% | Add |
| Meredith Wealth Planning |
| 11.71% | 11.95% | #9 | $49.6M | 1.2M | $44.1M | 1.2M | -10,356-0.86% | Reduce |
| Millburn Ridgefield LLC /DE/ |
| 0.93% | 0.93% | #182 | $48.9M | 1.2M | $43.1M | 1.2M | 00.00% | Unchanged |
| Catalyst Capital Advisors LLC |
| 0.81% | 0.8% | #191 | $48.9M | 1.2M | $43.1M | 1.2M | 00.00% | Unchanged |
| Greenspring Advisors, LLC |
| 2.71% | 2.57% | #100 | $48.9M | 1.2M | $42.1M | 1.1M | +25,445+2.22% | Add |
| PHILLIPS FINANCIAL MANAGEMENT, LLC |
| 3.57% | 3.33% | #86 | $48.7M | 1.2M | $45.9M | 1.2M | -82,246-6.59% | Reduce |
| Safeguard Investment Advisory Group, LLC |
| 11.22% | 12.49% | #10 | $48.6M | 1.2M | $45.2M | 1.2M | -66,211-5.38% | Reduce |
| HARBOUR INVESTMENTS, INC. |
| 0.64% | 0.62% | #202 | $47.6M | 1.1M | $40.3M | 1.1M | +45,097+4.12% | Add |
| Freedom Investment Management, Inc. |
| 13.06% | 12.94% | #5 | $46.9M | 1.1M | $43.6M | 1.2M | -61,856-5.22% | Reduce |
