| MERCER GLOBAL ADVISORS INC /ADV |
| 1.51% | 1.54% | #60 | $1.21B | 35.4M | $1.04B | 32.3M | +3.0M+9.40% | Add |
| Savant Capital, LLC |
| 3.25% | 4.53% | #24 | $1.11B | 32.4M | $937.5M | 29.1M | +3.3M+11.29% | Add |
| Focus Partners Wealth |
| 0.6% | 0.57% | #102 | $585.0M | 17.1M | $509.2M | 15.5M | +1.6M+10.43% | Add |
| Forum Financial Management, LP |
| 2.79% | 2.85% | #33 | $217.1M | 6.4M | $201.6M | 6.3M | +103,165+1.65% | Add |
| Sequoia Financial Advisors, LLC |
| 0.89% | 0.95% | #82 | $179.6M | 5.3M | $170.2M | 5.3M | -21,816-0.41% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.04% | 0.04% | #216 | $161.7M | 4.7M | $141.8M | 4.4M | +336,629+7.65% | Add |
| Focus Partners Advisor Solutions, LLC |
| 1.08% | 1.02% | #70 | $127.4M | 3.7M | $101.4M | 3.1M | +587,865+18.68% | Add |
| Kestra Investment Management, LLC |
| 2.03% | 2.85% | #46 | $104.8M | 3.1M | $165.5M | 5.1M | -2.1M-40.21% | Reduce |
| Clearstead Advisors, LLC |
| 0.98% | 1.63% | #77 | $103.7M | 3.0M | $178.1M | 5.5M | -2.5M-45.01% | Reduce |
| BANK OF MONTREAL /CAN/ |
| 0.03% | 0.03% | #225 | $95.8M | 2.8M | $86.4M | 2.7M | +124,700+4.65% | Add |
| Aprio Wealth Management, LLC |
| 3.81% | 4.22% | #19 | $77.2M | 2.3M | $77.2M | 2.4M | -134,127-5.60% | Reduce |
| Apella Capital, LLC |
| 1.01% | 1.02% | #73 | $71.6M | 2.1M | $68.6M | 2.0M | +98,390+4.92% | Add |
| Modera Wealth Management, LLC |
| 0.75% | 0.71% | #87 | $70.6M | 2.1M | $59.5M | 1.8M | +221,057+11.97% | Add |
| HighTower Advisors, LLC |
| 0.07% | 0.07% | #195 | $67.3M | 2.0M | $63.4M | 2.0M | +3,521+0.18% | Add |
| Planning Center, Inc. |
| 6% | 5.96% | #3 | $63.6M | 1.9M | $58.9M | 1.8M | +36,817+2.01% | Add |
| Foster Group, Inc. |
| 1.59% | 1.63% | #59 | $59.7M | 1.8M | $54.8M | 1.7M | +48,709+2.86% | Add |
| SATOVSKY ASSET MANAGEMENT LLC |
| 9.35% | 9.75% | #2 | $58.7M | 1.7M | $55.2M | 1.7M | +5,643+0.33% | Add |
| TCI Wealth Advisors, Inc. |
| 2.43% | 2.29% | #37 | $56.2M | 1.6M | $43.0M | 1.3M | +312,187+23.37% | Add |
| ASSETMARK, INC |
| 0.09% | <0.01% | #183 | $52.8M | 1.5M | $41,145 | 1,277 | +1.5M+120,979.56% | Add |
| PARK AVENUE SECURITIES LLC |
| 0.29% | 0.32% | #129 | $46.9M | 1.4M | $41.1M | 1.3M | +98,900+7.76% | Add |
| Corient Private Wealth LLC |
| 0.03% | 0.06% | #222 | $45.2M | 1.3M | $43.5M | 1.3M | -26,038-1.93% | Reduce |
| High Probability Advisors, LLC |
| 4.77% | 5.04% | #12 | $44.6M | 1.3M | $39.4M | 1.2M | +85,082+6.96% | Add |
| FINANCIAL CONSULATE, INC |
| 4.94% | 4.96% | #9 | $44.4M | 1.3M | $39.8M | 1.2M | +65,194+5.27% | Add |
| Petersen Hastings Wealth Advisors Inc. |
| 3.67% | 3.73% | #21 | $43.7M | 1.3M | $40.7M | 1.3M | +18,567+1.47% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | 0.01% | #298 | $34.7M | 1.0M | $44.7M | 1.4M | -372,939-26.86% | Reduce |
| Mariner, LLC |
| 0.04% | 0.03% | #220 | $34.6M | 1.0M | $25.7M | 798,993 | +214,246+26.81% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #303 | $29.6M | 866,509 | $14.2M | 439,677 | +426,832+97.08% | Add |
| Meredith Wealth Planning |
| 5.88% | 6.32% | #4 | $24.9M | 729,518 | $23.3M | 723,499 | +6,019+0.83% | Add |
| GREAT OAK CAPITAL PARTNERS, LLC |
| 5.28% | 5.53% | #5 | $24.4M | 722,192 | $23.7M | 703,880 | +18,312+2.60% | Add |
| DiNuzzo Private Wealth, Inc. |
| 2.17% | 2.22% | #43 | $21.9M | 642,789 | $20.6M | 639,744 | +3,045+0.48% | Add |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC |
| 5.17% | 5.14% | #6 | $20.2M | 591,850 | $18.0M | 557,315 | +34,535+6.20% | Add |
| Bridgewater Advisors Inc. |
| 0.99% | 1.11% | #75 | $18.3M | 527,312 | $18.6M | 544,727 | -17,415-3.20% | Reduce |
| von Borstel & Associates, Inc. |
| 3.54% | 3.57% | #22 | $17.3M | 505,800 | $15.6M | 484,718 | +21,082+4.35% | Add |
| True Wealth Design, LLC |
| 4.05% | 4.1% | #17 | $17.0M | 498,488 | $14.8M | 459,116 | +39,372+8.58% | Add |
| Wealth Architects, LLC |
| 1.32% | 0.49% | #65 | $16.7M | 490,409 | $5.5M | 169,375 | +321,034+189.54% | Add |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
| 2.34% | 2.43% | #40 | $16.5M | 482,643 | $15.4M | 478,569 | +4,074+0.85% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #301 | $16.1M | 472,730 | $14.2M | 441,138 | +31,592+7.16% | Add |
| 25 LLC |
| 4.36% | 4.4% | #15 | $15.9M | 466,978 | $14.3M | 443,285 | +23,693+5.34% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.15% | 0.17% | #160 | $15.9M | 465,818 | $15.0M | 466,099 | -281-0.06% | Reduce |
| STOLZ & ASSOCIATES, PS |
| 9.8% | 10.12% | #1 | $15.7M | 459,924 | $14.5M | 427,301 | +32,623+7.63% | Add |
| Three Arch Wealth Management LLC |
| 2.36% | 2.41% | #39 | $15.4M | 451,073 | $13.4M | 415,439 | +35,634+8.58% | Add |
| Farther Finance Advisors, LLC |
| 0.12% | 0.13% | #172 | $15.3M | 447,338 | $13.4M | 410,529 | +36,809+8.97% | Add |
| Beacon Pointe Advisors, LLC |
| 0.07% | 0.07% | #191 | $15.0M | 440,928 | $13.8M | 427,058 | +13,870+3.25% | Add |
| Envision Financial Planning, LLC |
| 4.87% | 5% | #11 | $15.0M | 438,588 | $13.8M | 429,029 | +9,559+2.23% | Add |
| Quadcap Wealth Management, LLC |
| 1.45% | 1.46% | #61 | $14.9M | 435,850 | $12.8M | 397,646 | +38,204+9.61% | Add |
| Mills Wealth Advisors LLC |
| 4.47% | 4.48% | #13 | $14.2M | 415,841 | $12.8M | 398,215 | +17,626+4.43% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #295 | $14.0M | 410,217 | $11.9M | 367,824 | +42,393+11.53% | Add |
| MENORA MIVTACHIM HOLDINGS LTD. |
| 0.05% | 0.06% | #203 | $13.0M | 379,557 | $12.2M | 379,557 | 00.00% | Unchanged |
| FAMILY WEALTH PARTNERS, LLC |
| 3.96% | 3.88% | #18 | $12.9M | 377,838 | $11.4M | 353,056 | +24,782+7.02% | Add |
| FIDUCIARY FINANCIAL GROUP, LLC |
| 1.36% | 1.35% | #63 | $12.0M | 350,601 | $10.1M | 314,993 | +35,608+11.30% | Add |