| Hill Investment Group Partners, LLC |
| 41.58% | 40.48% | #1 | $407.7M | 6.3M | $366.6M | 6.3M | -59,557-0.94% | Reduce |
| HILL ISLAND FINANCIAL LLC |
| 15.37% | 16.25% | #2 | $72.0M | 1.1M | $66.9M | 1.2M | -46,860-4.05% | Reduce |
| BetterWealth, LLC |
| 6.69% | 6.61% | #3 | $37.8M | 582,580 | $33.7M | 582,580 | 00.00% | Unchanged |
| TCI Wealth Advisors, Inc. |
| 0.95% | 1.03% | #7 | $21.9M | 336,794 | $19.5M | 336,794 | 00.00% | Unchanged |
| AIRE ADVISORS, LLC |
| 3.52% | 3.53% | #5 | $21.6M | 333,006 | $19.3M | 333,536 | -530-0.16% | Reduce |
| New Capital Management LP |
| 3.16% | 3.04% | #6 | $13.9M | 213,409 | $12.3M | 213,409 | 00.00% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
| 0.18% | 0.19% | #9 | $12.2M | 187,741 | $10.9M | 187,741 | 00.00% | Unchanged |
| Trellis Wealth Advisors LLC |
| 3.73% | 3.69% | #4 | $10.9M | 167,405 | $9.7M | 167,622 | -217-0.13% | Reduce |
| MONETA GROUP INVESTMENT ADVISORS LLC |
| 0.06% | 0.03% | #11 | $8.2M | 126,978 | $4.3M | 73,552 | +53,426+72.64% | Add |
| Chicago Partners Investment Group LLC |
| 0.14% | 0.15% | #10 | $7.3M | 111,311 | $6.9M | 111,311 | 00.00% | Unchanged |
| Quantinno Capital Management LP |
| 0.01% | 0.01% | #13 | $7.2M | 110,099 | $6.4M | 110,099 | 00.00% | Unchanged |
| MOSAIC FAMILY WEALTH PARTNERS, LLC |
| 0.3% | 0.41% | #8 | $4.5M | 68,568 | $4.0M | 69,400 | -832-1.20% | Reduce |
| GTS SECURITIES LLC |
| 0.04% | 0.04% | #12 | $1.7M | 26,551 | $1.1M | 18,169 | +8,382+46.13% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #14 | $1.5M | 23,161 | $1.3M | 23,161 | 00.00% | Unchanged |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #15 | $911,778 | 14,038 | $824,982 | 14,258 | -220-1.54% | Reduce |
| MORGAN STANLEY |
| <0.01% | — | #17 | $908,595 | 13,989 | $0 | 0 | +13,989 | New Buy |
| Mariner, LLC |
| <0.01% | <0.01% | #16 | $626,772 | 9,650 | $558,357 | 9,650 | 00.00% | Unchanged |
