| MERCER GLOBAL ADVISORS INC /ADV |
| 4.91% | 5.27% | #58 | $3.93B | 50.5M | $3.56B | 45.4M | +5.0M+11.06% | Add |
| Creative Planning |
| 2% | 1.99% | #161 | $3.42B | 43.8M | $2.93B | 37.4M | +6.5M+17.26% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.59% | 0.66% | #302 | $2.52B | 32.3M | $2.47B | 31.5M | +801,126+2.54% | Add |
| Empower Advisory Group, LLC |
| 4.52% | 4.59% | #64 | $1.89B | 24.3M | $1.77B | 22.5M | +1.8M+7.80% | Add |
| MORGAN STANLEY |
| 0.1% | 0.18% | #741 | $1.84B | 23.6M | $3.05B | 38.6M | -15.0M-38.75% | Reduce |
| GOLDMAN SACHS GROUP INC |
| 0.14% | 0.18% | #634 | $1.59B | 20.5M | $1.55B | 19.7M | +742,881+3.77% | Add |
| JPMORGAN CHASE & CO |
| 0.07% | 0.17% | #812 | $1.32B | 16.9M | $2.60B | 33.2M | -16.4M-49.24% | Reduce |
| Allworth Financial LP |
| 5.07% | 5.57% | #54 | $1.19B | 15.3M | $1.37B | 17.5M | -2.2M-12.51% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| 0.06% | 0.07% | #843 | $955.9M | 12.3M | $991.4M | 12.6M | -375,229-2.97% | Reduce |
| NORTHERN TRUST CORP |
| 0.09% | 0.12% | #755 | $773.9M | 9.9M | $907.5M | 11.6M | -1.6M-14.18% | Reduce |
| Truepoint, Inc. |
| 12.07% | 12.62% | #8 | $578.1M | 7.4M | $566.0M | 7.2M | +202,260+2.80% | Add |
| LPL Financial LLC |
| 0.13% | 0.15% | #660 | $565.7M | 7.3M | $558.4M | 7.1M | +139,204+1.95% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.86% | 0.88% | #248 | $562.2M | 7.2M | $504.6M | 6.4M | +780,198+12.12% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.09% | 0.09% | #770 | $526.5M | 6.8M | $478.9M | 6.1M | +649,643+10.64% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.09% | 0.09% | #767 | $321.9M | 4.1M | $305.9M | 3.9M | +230,086+5.90% | Add |
| LINCOLN NATIONAL CORP |
| 7.93% | 8.86% | #23 | $310.0M | 4.0M | $306.1M | 3.9M | +75,129+1.92% | Add |
| UBS Group AG |
| 0.04% | 0.05% | #957 | $308.8M | 4.0M | $304.2M | 3.9M | +83,213+2.14% | Add |
| Corient Private Wealth LLC |
| 0.21% | 0.4% | #523 | $285.7M | 3.7M | $282.4M | 3.6M | +51,143+1.41% | Add |
| Sequoia Financial Advisors, LLC |
| 1.41% | 1.48% | #193 | $282.9M | 3.6M | $264.9M | 3.4M | +252,678+7.48% | Add |
| ROYAL BANK OF CANADA |
| 0.04% | 0.05% | #946 | $279.7M | 3.6M | $271.4M | 3.5M | +128,975+3.73% | Add |
| Cerity Partners LLC |
| 0.33% | 0.38% | #415 | $273.6M | 3.5M | $266.7M | 3.4M | +110,733+3.26% | Add |
| Bank of New York Mellon Corp |
| 0.04% | 0.04% | #968 | $232.3M | 3.0M | $227.1M | 2.9M | +85,372+2.95% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.27% | 0.31% | #464 | $216.4M | 2.8M | $223.3M | 2.8M | -70,728-2.48% | Reduce |
| Cetera Investment Advisers |
| 0.19% | 0.21% | #558 | $210.6M | 2.7M | $200.9M | 2.6M | +140,368+5.48% | Add |
| True Link Financial Advisors, LLC |
| 11.75% | 12.02% | #10 | $203.2M | 2.6M | $194.7M | 2.5M | +125,888+5.07% | Add |
| Purpose Unlimited Inc. |
| 7.66% | 7.39% | #25 | $200.4M | 2.6M | $178.9M | 2.3M | +290,738+12.75% | Add |
| MetLife Investment Management, LLC |
| 0.87% | 0.91% | #246 | $191.6M | 2.5M | $178.3M | 2.3M | +185,000+8.13% | Add |
| TRUIST FINANCIAL CORP |
| 0.2% | 0.2% | #542 | $169.4M | 2.2M | $147.2M | 1.9M | +297,348+15.84% | Add |
| Focus Partners Wealth |
| 0.17% | 0.19% | #575 | $168.9M | 2.2M | $167.5M | 2.1M | +31,651+1.48% | Add |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
| 0.02% | 0.02% | #1055 | $168.3M | 2.2M | $161.0M | 2.1M | +107,758+5.25% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.07% | 0.07% | #832 | $164.0M | 2.1M | $143.2M | 1.8M | +268,761+14.66% | Add |
| OSAIC HOLDINGS, INC. |
| 0.19% | 0.21% | #559 | $162.9M | 2.1M | $142.9M | 1.8M | +267,459+14.67% | Add |
| WIT, LLC |
| 2.47% | 2.97% | #134 | $154.4M | 2.0M | $157.4M | 2.0M | -25,659-1.28% | Reduce |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| 0.78% | 0.93% | #264 | $142.0M | 1.8M | $150.7M | 1.9M | -99,610-5.18% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.07% | 0.08% | #815 | $132.6M | 1.7M | $125.9M | 1.6M | +96,924+6.04% | Add |
| Valmark Advisers, Inc. |
| 1.4% | 1.5% | #195 | $131.6M | 1.7M | $126.3M | 1.6M | +78,484+4.87% | Add |
| Apella Capital, LLC |
| 1.73% | 1.93% | #175 | $122.6M | 1.6M | $130.1M | 1.7M | -76,098-4.60% | Reduce |
| National Philanthropic Trust |
| 1.74% | 1.23% | #173 | $120.5M | 1.5M | $46.4M | 602,431 | +943,826+156.67% | Add |
| &PARTNERS |
| 0.47% | 0.5% | #340 | $114.3M | 1.5M | $101.8M | 1.3M | +170,026+13.11% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.26% | 0.29% | #472 | $113.7M | 1.5M | $111.3M | 1.4M | +40,253+2.84% | Add |
| RW Investment Management LLC |
| 9.55% | 10.15% | #15 | $108.8M | 1.4M | $104.9M | 1.3M | +59,039+4.41% | Add |
| Freestone Capital Holdings, LLC |
| 2.74% | 2.8% | #120 | $105.9M | 1.4M | $92.4M | 1.2M | +180,763+15.34% | Add |
| ASSETMARK, INC |
| 0.18% | 0.05% | #566 | $105.2M | 1.4M | $24.4M | 310,693 | +1.0M+334.64% | Add |
| Savant Capital, LLC |
| 0.31% | 0.28% | #433 | $104.9M | 1.3M | $58.9M | 751,045 | +590,011+78.56% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.02% | 0.02% | #1070 | $103.1M | 1.3M | $97.8M | 1.2M | +87,196+7.00% | Add |
| Beacon Pointe Advisors, LLC |
| 0.47% | 0.51% | #337 | $101.6M | 1.3M | $96.2M | 1.2M | +76,813+6.26% | Add |
| Smithfield Trust Co |
| 3.93% | 4.29% | #82 | $98.5M | 1.3M | $98.5M | 1.3M | +7,227+0.57% | Add |
| RS CRUM INC. |
| 18.32% | 18.08% | #5 | $97.7M | 1.3M | $93.5M | 1.2M | +62,253+5.22% | Add |
| DAVENPORT & Co LLC |
| 0.48% | 0.53% | #335 | $97.0M | 1.2M | $97.8M | 1.2M | -2,659-0.21% | Reduce |
| EXCHANGE TRADED CONCEPTS, LLC |
| 0.43% | 0.58% | #360 | $94.1M | 1.2M | $82.4M | 1.1M | +156,363+14.87% | Add |
