| Forum Financial Management, LP |
| 8.23% | 8.02% | #13 | $640.8M | 15.8M | $566.8M | 16.4M | -636,651-3.88% | Reduce |
| Focus Partners Wealth |
| 0.41% | 0.35% | #267 | $402.3M | 9.9M | $311.8M | 9.0M | +884,730+9.81% | Add |
| Focus Partners Advisor Solutions, LLC |
| 3.04% | 2.68% | #111 | $358.6M | 8.8M | $266.0M | 7.7M | +1.1M+14.56% | Add |
| Sequoia Financial Advisors, LLC |
| 1.07% | 1.03% | #201 | $215.4M | 5.3M | $184.7M | 5.3M | -46,241-0.87% | Reduce |
| Truepoint, Inc. |
| 4.21% | 4.07% | #75 | $201.7M | 5.0M | $182.6M | 5.3M | -322,353-6.10% | Reduce |
| Savant Capital, LLC |
| 0.52% | 0.71% | #250 | $177.8M | 4.4M | $146.0M | 4.2M | +148,694+3.52% | Add |
| HBK Sorce Advisory LLC |
| 2.48% | 2.63% | #127 | $131.2M | 3.4M | $132.7M | 3.2M | +105,412+3.24% | Add |
| Forvis Mazars Wealth Advisors, LLC |
| 2.18% | 2.03% | #143 | $130.5M | 3.2M | $106.8M | 3.1M | +119,364+3.86% | Add |
| HighTower Advisors, LLC |
| 0.13% | 0.12% | #343 | $129.7M | 3.2M | $111.3M | 3.2M | -27,930-0.87% | Reduce |
| Parcion Private Wealth LLC |
| 4% | 5.73% | #77 | $105.8M | 2.6M | $92.5M | 2.7M | -75,055-2.80% | Reduce |
| Asset Dedication, LLC |
| 6.3% | 6.01% | #32 | $100.1M | 2.5M | $85.8M | 2.5M | -21,511-0.87% | Reduce |
| Corient Private Wealth LLC |
| 0.07% | 0.35% | #377 | $95.2M | 2.3M | $243.1M | 7.0M | -4.7M-66.72% | Reduce |
| JMG Financial Group, Ltd. |
| 2.29% | 2.22% | #140 | $94.8M | 2.3M | $79.9M | 2.3M | +21,243+0.92% | Add |
| MASECO LLP |
| 2.64% | 2.43% | #125 | $93.8M | 2.3M | $77.5M | 2.2M | +61,342+2.73% | Add |
| Evensky & Katz LLC |
| 4.8% | 4.64% | #62 | $92.9M | 2.3M | $81.6M | 2.4M | -76,506-3.24% | Reduce |
| Greenspring Advisors, LLC |
| 5.12% | 4.87% | #55 | $92.5M | 2.3M | $80.0M | 2.3M | -39,353-1.70% | Reduce |
| LPL Financial LLC |
| 0.02% | 0.02% | #455 | $92.1M | 2.3M | $71.0M | 2.1M | +210,336+10.23% | Add |
| Rockwood Wealth Management, LLC |
| 5.54% | 5.57% | #46 | $87.7M | 2.2M | $77.9M | 2.3M | -97,415-4.32% | Reduce |
| RW Investment Management LLC |
| 6.97% | 6.6% | #21 | $79.4M | 2.0M | $68.2M | 2.0M | -19,165-0.97% | Reduce |
| AWM CAPITAL, LLC |
| 6.21% | 5.65% | #34 | $77.5M | 1.9M | $62.4M | 1.8M | +100,340+5.55% | Add |
| BANK OF MONTREAL /CAN/ |
| 0.02% | 0.02% | #442 | $72.9M | 1.8M | $60.0M | 1.7M | +55,552+3.20% | Add |
| Beacon Pointe Advisors, LLC |
| 0.34% | 0.32% | #287 | $72.2M | 1.8M | $60.3M | 1.7M | +32,069+1.84% | Add |
| Apella Capital, LLC |
| 0.92% | 0.95% | #212 | $65.3M | 1.7M | $64.0M | 1.7M | +9,486+0.57% | Add |
| Sageworth Trust Co |
| 2.52% | — | #126 | $64.0M | 1.6M | $0 | 0 | +1.6M | New Buy |
| Symmetry Partners, LLC |
| 3.08% | 2.91% | #105 | $60.5M | 1.5M | $50.9M | 1.5M | +15,417+1.05% | Add |
| Mariner, LLC |
| 0.06% | 0.05% | #386 | $60.0M | 1.5M | $46.4M | 1.3M | +132,586+9.87% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #477 | $59.7M | 1.5M | $51.6M | 1.5M | -27,058-1.81% | Reduce |
| Hill Investment Group Partners, LLC |
| 5.76% | 5.49% | #42 | $56.5M | 1.4M | $49.7M | 1.4M | -49,290-3.43% | Reduce |
| EnRich Financial Partners LLC |
| 11.6% | 11.66% | #3 | $48.8M | 1.2M | $44.0M | 1.3M | -70,986-5.58% | Reduce |
| BRIGHTON JONES LLC |
| 0.88% | 1.64% | #216 | $47.1M | 1.2M | $38.9M | 1.1M | +33,028+2.93% | Add |
| Plancorp, LLC |
| 1.12% | 1.15% | #193 | $46.0M | 1.2M | $40.5M | 1.1M | +90,318+8.20% | Add |
| MOSAIC FAMILY WEALTH PARTNERS, LLC |
| 3.05% | 3.76% | #108 | $45.4M | 1.1M | $36.7M | 1.1M | +55,971+5.27% | Add |
| OneDigital Investment Advisors LLC |
| 0.38% | 0.37% | #277 | $45.3M | 1.1M | $37.4M | 1.1M | +33,101+3.06% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| 0.05% | 0.05% | #394 | $43.8M | 1.1M | $36.4M | 1.1M | +22,742+2.16% | Add |
| Burton Enright Welch |
| 5.12% | 4.85% | #56 | $43.6M | 1.1M | $35.6M | 1.0M | +41,560+4.03% | Add |
| Elser Financial Planning, Inc |
| 1.83% | 1.73% | #154 | $42.2M | 1.0M | $35.7M | 1.0M | -5,476-0.52% | Reduce |
| Oakwell Private Wealth Management, LLC |
| 6.99% | 6.9% | #19 | $42.1M | 1.0M | $38.7M | 1.1M | -82,229-7.35% | Reduce |
| GREAT OAK CAPITAL PARTNERS, LLC |
| 9.09% | 9.4% | #9 | $42.0M | 1.1M | $40.4M | 1.1M | -14,570-1.32% | Reduce |
| PHILLIPS FINANCIAL MANAGEMENT, LLC |
| 3.07% | 2.78% | #106 | $41.9M | 1.0M | $38.3M | 1.1M | -77,336-6.98% | Reduce |
| Rather & Kittrell, Inc. |
| 5.8% | 5.49% | #41 | $41.5M | 1.0M | $35.6M | 1.0M | -9,230-0.90% | Reduce |
| Rockbridge Investment Management, LCC |
| 3.25% | 2.92% | #96 | $40.0M | 985,390 | $32.5M | 941,289 | +44,101+4.69% | Add |
| Seaside Wealth Management, Inc. |
| 9.62% | 9.38% | #8 | $38.9M | 957,955 | $33.3M | 965,195 | -7,240-0.75% | Reduce |
| Kooman & Associates |
| 10.42% | 10.3% | #5 | $38.8M | 954,934 | $34.5M | 999,510 | -44,576-4.46% | Reduce |
| NORTHERN TRUST CORP |
| <0.01% | <0.01% | #516 | $38.8M | 953,835 | $2.0M | 57,530 | +896,305+1,557.98% | Add |
| OLD MISSION CAPITAL LLC |
| 0.61% | 0.24% | #240 | $38.5M | 947,716 | $15.1M | 435,848 | +511,868+117.44% | Add |
| Betterment LLC |
| 0.06% | 0.06% | #385 | $37.9M | 933,438 | $32.0M | 925,468 | +7,970+0.86% | Add |
| MONOGRAPH WEALTH ADVISORS, LLC |
| 3.04% | 2.96% | #109 | $37.1M | 912,431 | $31.2M | 902,335 | +10,096+1.12% | Add |
| Leading Edge Financial Planning LLC |
| 6.57% | 6.32% | #28 | $36.9M | 908,460 | $30.0M | 868,700 | +39,760+4.58% | Add |
| Your Advocates Ltd., LLP |
| 9.73% | 9.24% | #7 | $34.0M | 837,466 | $30.3M | 877,152 | -39,686-4.52% | Reduce |
| Vestmark Advisory Solutions, Inc. |
| 0.3% | 0.38% | #293 | $32.0M | 787,822 | $34.5M | 999,519 | -211,697-21.18% | Reduce |
