| MERCER GLOBAL ADVISORS INC /ADV |
| 1.93% | 2.02% | #177 | $1.55B | 41.5M | $1.37B | 38.5M | +3.0M+7.84% | Add |
| Forum Financial Management, LP |
| 7.88% | 8.15% | #63 | $613.6M | 16.5M | $576.4M | 16.2M | +245,205+1.51% | Add |
| Evensky & Katz LLC |
| 11.72% | 12.24% | #22 | $227.0M | 6.1M | $215.2M | 6.1M | +35,920+0.59% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.05% | 0.05% | #436 | $222.1M | 6.0M | $193.1M | 5.4M | +526,069+9.68% | Add |
| JMG Financial Group, Ltd. |
| 4.48% | 4.72% | #114 | $185.3M | 5.0M | $170.1M | 4.8M | +187,194+3.91% | Add |
| Apella Capital, LLC |
| 2.53% | 2.56% | #153 | $179.3M | 4.8M | $172.9M | 4.6M | +220,410+4.84% | Add |
| Greenspring Advisors, LLC |
| 9.28% | 9.67% | #44 | $167.5M | 4.5M | $158.7M | 4.5M | +27,760+0.62% | Add |
| HighTower Advisors, LLC |
| 0.16% | 0.16% | #354 | $161.3M | 4.3M | $153.4M | 4.3M | +12,600+0.29% | Add |
| RW Investment Management LLC |
| 13.79% | 14.56% | #15 | $157.1M | 4.2M | $150.5M | 4.2M | -17,370-0.41% | Reduce |
| Summit Financial Strategies, Inc. |
| 10.38% | 10.88% | #33 | $147.8M | 4.0M | $138.1M | 3.9M | +79,657+2.05% | Add |
| LPL Financial LLC |
| 0.03% | 0.03% | #471 | $147.7M | 4.0M | $124.7M | 3.5M | +452,350+12.88% | Add |
| Plancorp, LLC |
| 3.55% | 3.72% | #132 | $145.5M | 3.9M | $130.7M | 3.5M | +403,120+11.52% | Add |
| AWM CAPITAL, LLC |
| 10.86% | 11.3% | #27 | $135.6M | 3.6M | $124.9M | 3.5M | +124,794+3.55% | Add |
| Cannon Financial Strategists, Inc. |
| 15.28% | 16.14% | #11 | $134.3M | 3.6M | $122.8M | 3.5M | +148,175+4.29% | Add |
| Focus Partners Wealth |
| 0.13% | 0.13% | #373 | $127.5M | 3.4M | $113.4M | 3.2M | +231,230+7.25% | Add |
| MASECO LLP |
| 3.55% | 3.53% | #133 | $126.2M | 3.4M | $112.6M | 3.2M | +222,879+7.03% | Add |
| Sageworth Trust Co |
| 4.67% | — | #111 | $118.6M | 3.2M | $0 | 0 | +3.2M | New Buy |
| ASSETMARK, INC |
| 0.2% | <0.01% | #330 | $116.7M | 3.1M | $152,921 | 4,304 | +3.1M+72,671.10% | Add |
| Symmetry Partners, LLC |
| 5.67% | 5.74% | #94 | $111.2M | 3.0M | $100.5M | 2.8M | +154,351+5.46% | Add |
| PARK AVENUE SECURITIES LLC |
| 0.69% | — | #233 | $110.2M | 3.0M | $0 | 0 | +3.0M | New Buy |
| Annex Advisory Services, LLC |
| 1.69% | 1.64% | #184 | $99.2M | 2.7M | $87.5M | 2.5M | +200,895+8.16% | Add |
| Beacon Pointe Advisors, LLC |
| 0.45% | 0.49% | #272 | $96.2M | 2.6M | $92.2M | 2.6M | -15,061-0.58% | Reduce |
| Pathstone Holdings, LLC |
| 0.28% | 0.37% | #301 | $95.8M | 2.6M | $92.5M | 2.6M | -32,432-1.25% | Reduce |
| JANE STREET GROUP, LLC |
| 0.01% | 0.01% | #536 | $93.7M | 2.5M | $96.9M | 2.7M | -212,716-7.80% | Reduce |
| PHILLIPS FINANCIAL MANAGEMENT, LLC |
| 6.73% | 6.73% | #73 | $91.8M | 2.5M | $92.8M | 2.6M | -146,474-5.61% | Reduce |
| Asset Dedication, LLC |
| 5.77% | 5.99% | #88 | $91.7M | 2.5M | $85.6M | 2.4M | +53,127+2.21% | Add |
| Aspen Capital Management, LLC |
| 19.58% | 20.02% | #3 | $88.7M | 2.4M | $80.9M | 2.3M | +104,927+4.61% | Add |
| WPWealth LLP |
| 13.06% | 13.68% | #19 | $88.0M | 2.4M | $89.5M | 2.5M | -156,422-6.21% | Reduce |
| Rockbridge Investment Management, LCC |
| 7.11% | 6.98% | #70 | $87.6M | 2.3M | $77.7M | 2.2M | +162,634+7.44% | Add |
| Rather & Kittrell, Inc. |
| 12.2% | 12.4% | #21 | $87.3M | 2.3M | $80.3M | 2.3M | +81,341+3.60% | Add |
| Kestra Investment Management, LLC |
| 1.61% | 1.57% | #187 | $83.3M | 2.2M | $90.9M | 2.6M | -323,006-12.63% | Reduce |
| Bernicke Wealth Management, Ltd. |
| 9.63% | — | #40 | $83.0M | 2.2M | $0 | 0 | +2.2M | New Buy |
| BRIGHTON JONES LLC |
| 1.54% | 3.11% | #192 | $82.8M | 2.2M | $73.9M | 2.1M | +143,532+6.91% | Add |
| Elser Financial Planning, Inc |
| 3.57% | 3.75% | #130 | $82.2M | 2.2M | $77.2M | 2.2M | +36,783+1.69% | Add |
| OneDigital Investment Advisors LLC |
| 0.68% | 0.72% | #234 | $81.1M | 2.2M | $73.7M | 2.1M | +102,286+4.93% | Add |
| Leading Edge Financial Planning LLC |
| 14.26% | 14.63% | #13 | $80.1M | 2.1M | $69.5M | 2.0M | +193,294+9.88% | Add |
| SJS Investment Consulting Inc. |
| 8.39% | 8.49% | #55 | $77.1M | 2.1M | $69.5M | 2.0M | +112,894+5.77% | Add |
| Syverson Strege & Co |
| 16.55% | 17.35% | #8 | $75.9M | 2.0M | $72.1M | 2.0M | +8,172+0.40% | Add |
| Hill Investment Group Partners, LLC |
| 7.7% | 8% | #64 | $75.5M | 2.0M | $72.5M | 2.0M | -13,536-0.66% | Reduce |
| Moss Adams Wealth Advisors LLC |
| 4.6% | 4.84% | #112 | $73.6M | 2.0M | $66.2M | 1.9M | +114,001+6.12% | Add |
| Baird Financial Group, Inc. |
| 0.1% | 0.11% | #393 | $71.1M | 1.9M | $69.9M | 2.0M | -59,171-3.01% | Reduce |
| Rockwood Wealth Management, LLC |
| 4.17% | 4.51% | #119 | $66.1M | 1.8M | $63.0M | 1.8M | -1,485-0.08% | Reduce |
| Focus Partners Advisor Solutions, LLC |
| 0.53% | 0.37% | #255 | $62.4M | 1.7M | $36.9M | 1.0M | +635,414+61.20% | Add |
| Savant Capital, LLC |
| 0.18% | 0.21% | #340 | $62.4M | 1.7M | $44.3M | 1.2M | +425,678+34.11% | Add |
| Betterment LLC |
| 0.11% | 0.11% | #389 | $62.2M | 1.7M | $56.3M | 1.6M | +86,187+5.44% | Add |
| Tencap Wealth Coaching, LLC |
| 19.41% | 19.56% | #4 | $61.2M | 1.6M | $52.0M | 1.5M | +180,332+12.34% | Add |
| Truepoint, Inc. |
| 1.28% | 1.55% | #204 | $61.1M | 1.6M | $69.6M | 2.0M | -319,604-16.31% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.08% | 0.08% | #413 | $60.9M | 1.6M | $56.2M | 1.6M | +52,718+3.33% | Add |
| Millburn Ridgefield LLC /DE/ |
| 1.15% | 1.18% | #213 | $60.6M | 1.6M | $55.0M | 1.5M | +78,456+5.06% | Add |
| Catalyst Capital Advisors LLC |
| 1.01% | 1.02% | #217 | $60.6M | 1.6M | $55.0M | 1.5M | +78,456+5.06% | Add |
