| Savant Capital, LLC |
| 2.97% | 3.56% | #50 | $1.01B | 25.5M | $736.4M | 20.6M | +4.9M+23.58% | Add |
| Root Financial Partners, LLC |
| 7.24% | 5.19% | #14 | $186.4M | 4.7M | $112.3M | 3.1M | +1.6M+49.94% | Add |
| Vise Technologies, Inc. |
| 2.06% | 1.73% | #71 | $181.6M | 4.6M | $88.3M | 2.6M | +2.0M+78.00% | Add |
| Cetera Investment Advisers |
| 0.16% | 0.14% | #201 | $174.9M | 4.4M | $131.0M | 3.7M | +757,028+20.64% | Add |
| Foster Group, Inc. |
| 4.21% | 4.31% | #32 | $158.3M | 4.0M | $145.0M | 4.1M | -55,676-1.37% | Reduce |
| Truepoint, Inc. |
| 2.76% | 2.86% | #54 | $132.2M | 3.3M | $128.0M | 3.6M | -242,663-6.77% | Reduce |
| Corient Private Wealth LLC |
| 0.1% | 0.35% | #223 | $131.4M | 3.3M | $241.6M | 6.8M | -3.4M-50.92% | Reduce |
| MOSAIC FAMILY WEALTH PARTNERS, LLC |
| 8.33% | 10.95% | #9 | $124.2M | 3.1M | $107.0M | 3.0M | +145,003+4.84% | Add |
| Cerity Partners LLC |
| 0.14% | 0.11% | #207 | $113.8M | 2.9M | $77.4M | 2.2M | +710,254+32.78% | Add |
| EP Wealth Advisors, LLC |
| 0.41% | 0.49% | #143 | $108.1M | 2.7M | $99.8M | 2.8M | -60,930-2.18% | Reduce |
| Pathstone Holdings, LLC |
| 0.3% | 0.36% | #168 | $102.3M | 2.6M | $91.2M | 2.6M | +33,055+1.29% | Add |
| Summit Financial Strategies, Inc. |
| 6.89% | 6.78% | #15 | $98.1M | 2.5M | $86.0M | 2.4M | +73,061+3.03% | Add |
| COLDSTREAM CAPITAL MANAGEMENT INC |
| 0.74% | 2.02% | #114 | $92.4M | 2.3M | $163.9M | 4.6M | -2.3M-49.08% | Reduce |
| Beacon Pointe Advisors, LLC |
| 0.42% | 0.41% | #141 | $91.4M | 2.3M | $78.2M | 2.2M | +121,301+5.54% | Add |
| HighTower Advisors, LLC |
| 0.09% | 0.08% | #232 | $88.9M | 2.2M | $77.2M | 2.2M | +86,643+4.01% | Add |
| LPL Financial LLC |
| 0.02% | 0.02% | #299 | $75.5M | 1.9M | $64.6M | 1.8M | +99,907+5.52% | Add |
| DiNuzzo Private Wealth, Inc. |
| 6.88% | 6.94% | #16 | $69.5M | 1.8M | $64.4M | 1.8M | -46,188-2.56% | Reduce |
| BANK OF MONTREAL /CAN/ |
| 0.02% | 0.02% | #291 | $62.0M | 1.6M | $52.3M | 1.5M | +103,226+7.05% | Add |
| Apella Capital, LLC |
| 0.86% | 0.81% | #107 | $61.3M | 1.5M | $54.7M | 1.5M | +71,379+4.87% | Add |
| Quent Capital, LLC |
| 3.7% | 3.74% | #40 | $60.7M | 1.5M | $52.7M | 1.5M | +59,154+4.01% | Add |
| Index Fund Advisors, Inc. |
| 2.27% | 2.2% | #64 | $57.2M | 1.4M | $48.9M | 1.4M | +77,692+5.68% | Add |
| PHILLIPS FINANCIAL MANAGEMENT, LLC |
| 3.95% | 3.66% | #38 | $53.9M | 1.4M | $50.4M | 1.4M | -48,056-3.40% | Reduce |
| MATHER GROUP, LLC. |
| 0.44% | 0.44% | #139 | $50.6M | 1.3M | $44.5M | 1.2M | +34,873+2.80% | Add |
| Mariner, LLC |
| 0.04% | 0.05% | #264 | $42.6M | 1.1M | $40.6M | 1.1M | -58,190-5.12% | Reduce |
| TWO SIGMA INVESTMENTS, LP |
| 0.03% | — | #280 | $41.8M | 1.1M | $0 | 0 | +1.1M | New Buy |
| ECLECTIC ASSOCIATES INC /ADV |
| 4.65% | 3.17% | #26 | $40.8M | 1.0M | $23.9M | 669,753 | +362,827+54.17% | Add |
| Diversified Portfolios, Inc. |
| 2.94% | 2.69% | #51 | $40.5M | 1.0M | $32.7M | 916,445 | +108,401+11.83% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #356 | $40.5M | 1.0M | $34.2M | 958,442 | +66,311+6.92% | Add |
| Destiny Wealth Partners, LLC |
| 5.46% | 3.96% | #20 | $40.2M | 988,557 | $36.2M | 1.0M | -26,378-2.60% | Reduce |
| Team Hewins, LLC |
| 10.12% | 10.02% | #5 | $37.0M | 935,378 | $33.7M | 944,372 | -8,994-0.95% | Reduce |
| GREAT OAK CAPITAL PARTNERS, LLC |
| 7.99% | 7.82% | #12 | $37.0M | 922,973 | $33.6M | 913,706 | +9,267+1.01% | Add |
| OneDigital Investment Advisors LLC |
| 0.31% | 0.33% | #161 | $36.5M | 923,950 | $33.5M | 936,769 | -12,819-1.37% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #322 | $36.4M | 920,376 | $28.0M | 784,607 | +135,769+17.30% | Add |
| Tumwater Wealth Management, LLC |
| 12.97% | 12.85% | #3 | $35.9M | 906,834 | $32.0M | 894,899 | +11,935+1.33% | Add |
| Linscomb Wealth, Inc. |
| 1.49% | 1.33% | #85 | $34.3M | 866,940 | $29.9M | 838,061 | +28,879+3.45% | Add |
| EnRich Financial Partners LLC |
| 8.01% | 8.6% | #11 | $33.7M | 852,592 | $32.4M | 908,182 | -55,590-6.12% | Reduce |
| Betterment LLC |
| 0.06% | 0.05% | #250 | $33.4M | 843,473 | $29.0M | 811,170 | +32,303+3.98% | Add |
| Acropolis Investment Management, LLC |
| 1.44% | 1.43% | #86 | $32.4M | 906,845 | $32.4M | 906,845 | 00.00% | Unchanged |
| Wescott Financial Advisory Group, LLC |
| 2.46% | 2.39% | #58 | $31.7M | 802,407 | $27.2M | 762,244 | +40,163+5.27% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.05% | 0.05% | #254 | $31.5M | 787,192 | $24.6M | 686,190 | +101,002+14.72% | Add |
| Tilson Financial Group, Inc. |
| 8.57% | 8.37% | #8 | $31.2M | 788,526 | $27.9M | 781,347 | +7,179+0.92% | Add |
| Fort Vancouver Investment Management, LLC |
| 14.32% | 14.18% | #2 | $30.7M | 775,331 | $27.9M | 781,835 | -6,504-0.83% | Reduce |
| Lakeshore Financial Planning, Inc. |
| 9.76% | 12.06% | #7 | $30.3M | 767,113 | $33.3M | 931,589 | -164,476-17.66% | Reduce |
| WPWealth LLP |
| 4.43% | 4.51% | #29 | $29.8M | 754,491 | $29.5M | 825,675 | -71,184-8.62% | Reduce |
| ACORN CREEK CAPITAL LLC |
| 9.88% | 10.09% | #6 | $29.6M | 747,506 | $28.3M | 791,358 | -43,852-5.54% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #328 | $29.1M | 736,899 | $22.0M | 615,545 | +121,354+19.71% | Add |
| TOBIAS FINANCIAL ADVISORS, INC. |
| 3.59% | 3.44% | #41 | $28.3M | 715,031 | $24.7M | 691,191 | +23,840+3.45% | Add |
| VeraBank, N.A. |
| 4.65% | 3.62% | #25 | $28.1M | 710,583 | $19.8M | 554,098 | +156,485+28.24% | Add |
| STAGE HARBOR FINANCIAL, LLC |
| 16.08% | 15.8% | #1 | $27.8M | 703,973 | $23.8M | 667,183 | +36,790+5.51% | Add |
| Wealth Architects, LLC |
| 2.14% | 2.22% | #66 | $27.2M | 686,834 | $24.9M | 696,762 | -9,928-1.42% | Reduce |
