| MERCER GLOBAL ADVISORS INC /ADV |
| 1.39% | 1.37% | #27 | $1.12B | 15.2M | $925.4M | 14.9M | +352,809+2.38% | Add |
| Mason Investment Advisory Services, Inc. |
| 9.91% | 10.32% | #3 | $260.6M | 3.6M | $223.4M | 3.6M | -32,868-0.92% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.05% | 0.05% | #117 | $96.7M | 1.3M | $77.4M | 1.2M | +75,376+6.07% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #181 | $81.4M | 1.1M | $11.7M | 204,884 | +904,611+441.52% | Add |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV |
| 1.01% | 0.08% | #36 | $70.0M | 954,982 | $2.7M | 55,103 | +899,879+1,633.09% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #150 | $57.1M | 778,923 | $44.5M | 713,946 | +64,977+9.10% | Add |
| Elwood & Goetz Wealth Advisory Group, LLC |
| 7.46% | 7.24% | #5 | $50.4M | 687,210 | $42.6M | 684,213 | +2,997+0.44% | Add |
| Creative Planning |
| 0.03% | 0.03% | #133 | $47.4M | 646,481 | $40.5M | 649,414 | -2,933-0.45% | Reduce |
| AE Wealth Management LLC |
| 0.19% | 0.21% | #81 | $41.4M | 563,885 | $39.7M | 636,918 | -73,033-11.47% | Reduce |
| AMERICAN CENTURY COMPANIES INC |
| 0.02% | 0.01% | #145 | $39.4M | 537,608 | $28.8M | 461,745 | +75,863+16.43% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #166 | $38.6M | 526,290 | $29.1M | 467,437 | +58,853+12.59% | Add |
| Three Arch Wealth Management LLC |
| 5.69% | 5.26% | #7 | $37.1M | 505,992 | $29.2M | 469,247 | +36,745+7.83% | Add |
| Atlantic Union Bankshares Corp |
| 0.6% | 0.21% | #49 | $35.9M | 489,249 | $11.0M | 175,838 | +313,411+178.24% | Add |
| RETIREMENT FINANCIAL SOLUTIONS, LLC |
| 7.07% | 6.71% | #6 | $28.7M | 391,883 | $23.5M | 376,850 | +15,033+3.99% | Add |
| Cornerstone Wealth Partners, LLC |
| 12.19% | 11.54% | #1 | $26.2M | 357,505 | $20.3M | 326,613 | +30,892+9.46% | Add |
| Shore Point Advisors, LLC |
| 7.86% | 7.43% | #4 | $23.4M | 439,059 | $18.8M | 403,181 | +35,878+8.90% | Add |
| FAS Wealth Partners, Inc. |
| 1.17% | 1.08% | #30 | $22.5M | 306,509 | $17.3M | 277,447 | +29,062+10.47% | Add |
| PARK AVENUE SECURITIES LLC |
| 0.13% | 0.13% | #94 | $21.3M | 291,044 | $16.1M | 257,946 | +33,098+12.83% | Add |
| WEST PACES ADVISORS INC. |
| 3.14% | 3.07% | #13 | $18.7M | 255,132 | $15.8M | 254,079 | +1,053+0.41% | Add |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC |
| 2.55% | 2.11% | #17 | $17.1M | 233,664 | $12.5M | 201,160 | +32,504+16.16% | Add |
| Simplicity Wealth,LLC |
| 0.55% | 0.77% | #52 | $16.4M | 224,294 | $13.6M | 217,948 | +6,346+2.91% | Add |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 0.16% | 0.15% | #89 | $15.5M | 210,830 | $12.4M | 198,628 | +12,202+6.14% | Add |
| Kilner Capital Advisors, LLC |
| 12.11% | 11.7% | #2 | $14.1M | 194,167 | $12.2M | 195,960 | -1,793-0.91% | Reduce |
| Savant Capital, LLC |
| 0.04% | 0.09% | #124 | $13.7M | 186,795 | $19.3M | 310,261 | -123,466-39.79% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #183 | $13.4M | 182,685 | $9.2M | 147,447 | +35,238+23.90% | Add |
| Corient Private Wealth LLC |
| 0.01% | 0.02% | #160 | $13.1M | 178,760 | $16.7M | 227,303 | -48,543-21.36% | Reduce |
| B&D White Capital Company, LLC |
| 1.28% | 1.08% | #28 | $12.9M | 176,009 | $8.8M | 140,853 | +35,156+24.96% | Add |
| Focus Partners Advisor Solutions, LLC |
| 0.11% | 0.1% | #100 | $12.6M | 172,349 | $10.3M | 165,009 | +7,340+4.45% | Add |
| Berger Financial Group, Inc |
| 0.63% | 0.53% | #47 | $12.2M | 166,979 | $9.5M | 153,015 | +13,964+9.13% | Add |
| NORTHWEST WEALTH MANAGEMENT, LLC |
| 1.44% | 1.33% | #26 | $10.9M | 149,067 | $8.8M | 141,788 | +7,279+5.13% | Add |
| Freedom Investment Management, Inc. |
| 2.94% | 2.98% | #15 | $10.6M | 143,871 | $10.0M | 161,226 | -17,355-10.76% | Reduce |
| OneDigital Investment Advisors LLC |
| 0.09% | 0.09% | #105 | $10.5M | 143,064 | $8.9M | 143,427 | -363-0.25% | Reduce |
| Choice Wealth Advisors LLC |
| 3.5% | 3.17% | #9 | $10.0M | 136,099 | $8.1M | 129,469 | +6,630+5.12% | Add |
| Savvy Advisors, Inc. |
| 0.2% | 0.21% | #80 | $9.2M | 125,769 | $7.8M | 125,355 | +414+0.33% | Add |
| APPLETON PARTNERS INC/MA |
| 0.53% | — | #53 | $8.6M | 117,484 | $0 | 0 | +117,484 | New Buy |
| Beaird Harris Wealth Management, LLC |
| 0.52% | 0.49% | #54 | $8.4M | 113,871 | $7.2M | 115,744 | -1,873-1.62% | Reduce |
| Foundry Financial Group, Inc. |
| 3.56% | 3.14% | #8 | $8.2M | 112,200 | $6.3M | 101,532 | +10,668+10.51% | Add |
| Aprio Wealth Management, LLC |
| 0.38% | 0.46% | #60 | $7.6M | 103,896 | $8.5M | 136,075 | -32,179-23.65% | Reduce |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC |
| 1.95% | 1.76% | #19 | $7.6M | 103,819 | $6.1M | 98,542 | +5,277+5.36% | Add |
| MARS JEWETT FINANCIAL GROUP, INC. |
| 1.49% | — | #25 | $7.3M | 100,078 | $0 | 0 | +100,078 | New Buy |
| WCG Wealth Advisors LLC |
| 0.17% | 0.13% | #86 | $7.0M | 95,377 | $4.8M | 77,289 | +18,088+23.40% | Add |
| LexAurum Advisors, LLC |
| 0.79% | 0.88% | #42 | $6.8M | 93,329 | $6.8M | 109,057 | -15,728-14.42% | Reduce |
| Level Financial Advisors |
| 1.52% | 1.43% | #23 | $6.8M | 92,905 | $5.6M | 89,950 | +2,955+3.29% | Add |
| Chicago Partners Investment Group LLC |
| 0.13% | 0.12% | #95 | $6.6M | 91,190 | $5.4M | 80,236 | +10,954+13.65% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #169 | $6.4M | 87,484 | $6.0M | 96,688 | -9,204-9.52% | Reduce |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #152 | $6.2M | 84,509 | $4.3M | 68,331 | +16,178+23.68% | Add |
| Bauman Advisory Group, LLC |
| 3.16% | 2.44% | #12 | $6.0M | 81,320 | $3.5M | 55,888 | +25,432+45.51% | Add |
| Strategic Blueprint, LLC |
| 0.29% | 0.28% | #71 | $5.8M | 78,984 | $4.9M | 78,181 | +803+1.03% | Add |
| CAP Partners, LLC |
| 2.82% | 2.31% | #16 | $5.8M | 78,499 | $4.1M | 65,665 | +12,834+19.54% | Add |
| Paul R. Ried Financial Group, LLC |
| 2.49% | 2.33% | #18 | $5.7M | 77,739 | $5.0M | 80,610 | -2,871-3.56% | Reduce |
