| BANK OF AMERICA CORP /DE/ |
| 0.92% | 0.92% | #984 | $14.37B | 201.6M | $12.73B | 198.7M | +2.9M+1.48% | Add |
| Betterment LLC |
| 16.72% | 16.74% | #25 | $9.88B | 138.7M | $8.84B | 137.9M | +796,375+0.58% | Add |
| Creative Planning |
| 4.87% | 5.23% | #343 | $8.33B | 117.0M | $7.72B | 120.4M | -3.4M-2.85% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 1.48% | 1.48% | #779 | $6.28B | 88.1M | $5.52B | 86.1M | +2.0M+2.37% | Add |
| MORGAN STANLEY |
| 0.28% | 0.23% | #1644 | $5.24B | 73.5M | $3.77B | 62.8M | +10.7M+16.95% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 2.54% | 2.53% | #569 | $4.76B | 66.8M | $4.11B | 64.1M | +2.7M+4.17% | Add |
| Roehl & Yi Investment Advisors, LLC |
| 1.48% | 0.88% | #780 | $4.25B | 156,405 | $1.6M | 88,020 | +68,385+77.69% | Add |
| Wealthfront Advisers LLC |
| 7.97% | 8.11% | #196 | $4.15B | 58.2M | $3.70B | 57.7M | +533,547+0.92% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.67% | 0.74% | #1152 | $4.13B | 58.0M | $3.94B | 61.4M | -3.4M-5.55% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| 1.61% | 1.64% | #750 | $4.01B | 56.8M | $3.42B | 55.0M | +1.8M+3.31% | Add |
| NORTHERN TRUST CORP |
| 0.45% | 0.45% | #1354 | $3.83B | 53.8M | $3.44B | 53.7M | +93,054+0.17% | Add |
| WealthNavi Inc. |
| 27.62% | 27.48% | #5 | $3.53B | 49.5M | $3.17B | 49.5M | +2,210+0.00% | Add |
| ROYAL BANK OF CANADA |
| 0.49% | 0.53% | #1303 | $3.31B | 46.4M | $3.03B | 47.3M | -921,458-1.95% | Reduce |
| Mariner, LLC |
| 2.75% | 2.66% | #536 | $2.64B | 37.1M | $2.28B | 35.6M | +1.5M+4.22% | Add |
| Corient Private Wealth LLC |
| 1.99% | 2.99% | #666 | $2.64B | 37.0M | $2.09B | 33.4M | +3.7M+11.01% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| 3.25% | 3.39% | #477 | $2.60B | 36.5M | $2.29B | 35.7M | +780,602+2.18% | Add |
| GOLDMAN SACHS GROUP INC |
| 0.2% | 0.2% | #1843 | $2.26B | 31.7M | $1.72B | 26.9M | +4.7M+17.64% | Add |
| UBS Group AG |
| 0.28% | 0.29% | #1640 | $2.20B | 30.9M | $1.97B | 30.7M | +230,513+0.75% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 3.33% | 3.61% | #467 | $2.18B | 30.6M | $2.07B | 32.3M | -1.7M-5.39% | Reduce |
| LPL Financial LLC |
| 0.45% | 0.47% | #1340 | $2.02B | 28.4M | $1.78B | 27.8M | +604,337+2.17% | Add |
| SEI INVESTMENTS CO |
| 1.54% | 1.44% | #767 | $1.77B | 24.9M | $1.58B | 24.7M | +123,806+0.50% | Add |
| Baird Financial Group, Inc. |
| 2.2% | 2.15% | #620 | $1.60B | 22.5M | $1.38B | 21.5M | +977,255+4.55% | Add |
| Cerity Partners LLC |
| 1.83% | 1.85% | #703 | $1.53B | 21.4M | $1.31B | 20.4M | +1.0M+4.99% | Add |
| Vanguard Global Advisers, LLC |
| 0.7% | 0.73% | #1120 | $1.51B | 21.2M | $1.34B | 21.0M | +222,154+1.06% | Add |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC |
| 4.97% | 4.92% | #338 | $1.44B | 20.3M | $1.28B | 20.0M | +289,328+1.45% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 1.49% | 1.5% | #777 | $1.19B | 16.7M | $1.07B | 16.8M | -103,380-0.62% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.31% | 0.31% | #1575 | $1.16B | 16.3M | $1.01B | 15.7M | +592,538+3.78% | Add |
| Jasper Ridge Partners, L.P. |
| 24.28% | 30.13% | #8 | $1.14B | 16.0M | $1.35B | 21.1M | -5.1M-24.36% | Reduce |
| JPMORGAN CHASE & CO |
| 0.06% | 0.06% | #2440 | $1.13B | 16.0M | $970.5M | 15.6M | +311,994+1.99% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.23% | 0.21% | #1755 | $1.12B | 15.7M | $914.1M | 14.3M | +1.5M+10.43% | Add |
| Wealthspire Advisors, LLC |
| 6.11% | 7.33% | #272 | $1.12B | 15.7M | $933.2M | 14.6M | +1.1M+7.55% | Add |
| Facet Wealth, Inc. |
| 15.84% | 15.49% | #32 | $1.11B | 15.5M | $894.1M | 14.0M | +1.6M+11.17% | Add |
| FMR LLC |
| 0.05% | 0.05% | #2555 | $1.11B | 15.5M | $997.6M | 15.6M | -56,861-0.37% | Reduce |
| RWA WEALTH PARTNERS, LLC |
| 10.3% | 10.25% | #114 | $1.08B | 15.1M | $936.4M | 14.6M | +486,248+3.33% | Add |
| Nicholas Hoffman & Company, LLC. |
| 19.55% | 19.04% | #18 | $926.3M | 13.0M | $825.0M | 12.9M | +125,685+0.98% | Add |
| Bank of New York Mellon Corp |
| 0.15% | 0.16% | #1991 | $919.7M | 12.9M | $844.3M | 13.2M | -268,812-2.04% | Reduce |
| Valmark Advisers, Inc. |
| 9.17% | 9.25% | #147 | $864.0M | 12.1M | $778.6M | 12.2M | -25,462-0.21% | Reduce |
| Focus Partners Wealth |
| 0.87% | 0.59% | #1016 | $849.2M | 11.9M | $531.2M | 8.3M | +3.6M+43.81% | Add |
| HighTower Advisors, LLC |
| 0.8% | 0.79% | #1060 | $828.8M | 11.6M | $748.9M | 11.7M | -54,611-0.47% | Reduce |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| 10.35% | 10.2% | #110 | $787.6M | 11.1M | $696.5M | 10.9M | +184,793+1.70% | Add |
| MONETA GROUP INVESTMENT ADVISORS LLC |
| 5.77% | 5.28% | #285 | $780.8M | 11.0M | $701.6M | 10.9M | +9,774+0.09% | Add |
| US BANCORP \DE\ |
| 0.81% | 0.93% | #1055 | $741.8M | 10.4M | $769.4M | 11.5M | -1.1M-9.70% | Reduce |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
| 0.56% | 0.55% | #1250 | $730.1M | 10.2M | $634.8M | 9.9M | +339,126+3.42% | Add |
| Fisher Asset Management, LLC |
| 0.2% | 0.21% | #1824 | $680.5M | 9.6M | $611.2M | 9.5M | +12,837+0.13% | Add |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV |
| 9.7% | 4.7% | #131 | $672.0M | 9.4M | $163.6M | 3.2M | +6.2M+193.06% | Add |
| MML INVESTORS SERVICES, LLC |
| 1.33% | 1.35% | #824 | $652.0M | 9.2M | $487.0M | 7.6M | +1.6M+20.41% | Add |
| SCS Capital Management LLC |
| 6.13% | 6.32% | #271 | $648.9M | 9.1M | $596.2M | 9.3M | -195,885-2.11% | Reduce |
| REGIONS FINANCIAL CORP |
| 3.84% | 3.39% | #421 | $643.4M | 9.0M | $521.4M | 8.1M | +893,797+10.99% | Add |
| PNC FINANCIAL SERVICES GROUP, INC. |
| 0.31% | 0.3% | #1580 | $628.2M | 8.8M | $518.1M | 8.1M | +732,833+9.06% | Add |
| STIFEL FINANCIAL CORP |
| 0.5% | 0.48% | #1298 | $597.2M | 8.4M | $517.8M | 8.1M | +302,014+3.74% | Add |
