| PRUDENTIAL FINANCIAL INC |
| 3.55% | 3.85% | #105 | $3.26B | 39.8M | $3.13B | 44.1M | -4.3M-9.81% | Reduce |
| Focus Partners Wealth |
| 0.79% | 0.74% | #221 | $773.8M | 9.4M | $664.2M | 9.3M | +102,911+1.10% | Add |
| MASECO LLP |
| 16.97% | 16.65% | #17 | $603.9M | 7.4M | $530.9M | 7.5M | -114,982-1.54% | Reduce |
| Root Financial Partners, LLC |
| 16.55% | 20.09% | #18 | $426.0M | 5.2M | $434.4M | 6.1M | -927,205-15.14% | Reduce |
| Index Fund Advisors, Inc. |
| 16.23% | 15.8% | #19 | $408.9M | 5.0M | $351.2M | 5.0M | +37,701+0.76% | Add |
| Vise Technologies, Inc. |
| 4.49% | 6.91% | #92 | $396.5M | 4.8M | $351.7M | 4.7M | +97,375+2.05% | Add |
| Plancorp, LLC |
| 8.84% | 9.39% | #51 | $362.5M | 4.4M | $330.1M | 4.5M | -30,930-0.69% | Reduce |
| TCI Wealth Advisors, Inc. |
| 13.57% | 12.51% | #25 | $313.8M | 3.8M | $235.5M | 3.3M | +507,693+15.29% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| 0.39% | 0.36% | #283 | $313.4M | 3.8M | $240.7M | 3.4M | +430,943+12.70% | Add |
| SAX WEALTH ADVISORS, LLC |
| 12.27% | 13.89% | #30 | $301.4M | 4.3M | $286.8M | 3.9M | +383,927+9.93% | Add |
| LPL Financial LLC |
| 0.06% | 0.07% | #542 | $279.2M | 3.4M | $259.7M | 3.7M | -254,969-6.96% | Reduce |
| Creative Planning |
| 0.16% | 0.16% | #411 | $272.1M | 3.3M | $238.0M | 3.4M | -35,884-1.07% | Reduce |
| Great Waters Wealth Management |
| 22.28% | 21.15% | #8 | $240.5M | 2.9M | $199.8M | 2.8M | +116,765+4.14% | Add |
| Focus Partners Advisor Solutions, LLC |
| 1.87% | 1.81% | #149 | $221.2M | 2.7M | $179.8M | 2.5M | +162,906+6.42% | Add |
| Zhang Financial LLC |
| 6.37% | 6.21% | #73 | $218.0M | 2.7M | $179.7M | 2.5M | +126,540+4.99% | Add |
| Mariner, LLC |
| 0.22% | 0.25% | #362 | $214.5M | 2.6M | $212.3M | 3.0M | -376,306-12.57% | Reduce |
| G2 CAPITAL MANAGEMENT, LLC / OH |
| 42.05% | 40.09% | #1 | $192.8M | 2.4M | $164.9M | 2.3M | +27,568+1.19% | Add |
| Apella Capital, LLC |
| 2.54% | 2.5% | #130 | $179.9M | 2.2M | $168.8M | 2.2M | +19,165+0.88% | Add |
| Smartleaf Asset Management LLC |
| 4.93% | 4.64% | #86 | $151.6M | 1.9M | $128.5M | 1.9M | 00.00% | Unchanged |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #760 | $145.2M | 1.8M | $119.9M | 1.7M | +80,931+4.79% | Add |
| EARNED WEALTH ADVISORS, LLC |
| 9.12% | 8.02% | #47 | $141.5M | 1.7M | $119.9M | 1.7M | +35,047+2.07% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.04% | 0.03% | #606 | $139.8M | 1.7M | $111.3M | 1.6M | +136,326+8.68% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.16% | 0.16% | #407 | $130.4M | 1.6M | $117.2M | 1.7M | -61,181-3.70% | Reduce |
| Flagstone Financial Management |
| 28.5% | 26.95% | #3 | $127.4M | 1.6M | $108.6M | 1.5M | +24,361+1.59% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.03% | 0.03% | #662 | $117.1M | 1.4M | $98.9M | 1.4M | +34,226+2.45% | Add |
| ROYAL BANK OF CANADA |
| 0.02% | 0.02% | #704 | $114.5M | 1.4M | $98.0M | 1.4M | +15,715+1.14% | Add |
| JFS WEALTH ADVISORS, LLC |
| 5.45% | 5.39% | #79 | $109.3M | 1.3M | $96.3M | 1.4M | -23,868-1.76% | Reduce |
| Corient Private Wealth LLC |
| 0.08% | 0.17% | #511 | $106.4M | 1.3M | $117.1M | 1.7M | -353,089-21.38% | Reduce |
| Intelligence Driven Advisers, LLC |
| 17.02% | 15.83% | #16 | $104.8M | 1.3M | $90.8M | 1.3M | -1,059-0.08% | Reduce |
| Sequoia Financial Advisors, LLC |
| 0.52% | 0.51% | #258 | $104.0M | 1.3M | $92.0M | 1.3M | -27,932-2.15% | Reduce |
| Savant Capital, LLC |
| 0.3% | 0.32% | #324 | $102.8M | 1.3M | $65.8M | 927,780 | +324,760+35.00% | Add |
| Colony Family Offices, LLC |
| 21.69% | 20.25% | #10 | $98.7M | 1.2M | $82.1M | 1.2M | +46,782+4.04% | Add |
| Modera Wealth Management, LLC |
| 1.03% | 0.93% | #198 | $96.5M | 1.2M | $77.3M | 1.1M | +87,637+8.04% | Add |
| DiNuzzo Private Wealth, Inc. |
| 9.48% | 8.99% | #45 | $95.9M | 1.2M | $83.4M | 1.2M | -6,702-0.57% | Reduce |
| Forum Financial Management, LP |
| 1.21% | 1.18% | #186 | $93.9M | 1.1M | $83.1M | 1.2M | -25,919-2.21% | Reduce |
| Chicago Partners Investment Group LLC |
| 1.85% | 1.92% | #152 | $92.8M | 1.1M | $85.8M | 1.1M | +43,837+3.96% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.14% | 0.16% | #436 | $84.7M | 1.0M | $72.4M | 1.0M | +13,280+1.29% | Add |
| Foster Group, Inc. |
| 2.05% | 2% | #142 | $77.1M | 941,437 | $67.2M | 947,149 | -5,712-0.60% | Reduce |
| Austin Asset Management Co Inc |
| 11% | 11.21% | #41 | $77.1M | 941,091 | $66.5M | 937,196 | +3,895+0.42% | Add |
| CHOREO, LLC |
| 0.82% | 0.81% | #215 | $76.7M | 935,798 | $66.2M | 933,545 | +2,253+0.24% | Add |
| Evanson Financial, LLC |
| 3.77% | — | #102 | $76.2M | 930,248 | $0 | 0 | +930,248 | New Buy |
| CAPTRUST FINANCIAL ADVISORS |
| 0.12% | 0.11% | #461 | $75.6M | 922,805 | $65.4M | 921,951 | +854+0.09% | Add |
| Elser Financial Planning, Inc |
| 3.27% | 3.21% | #112 | $75.5M | 920,864 | $66.0M | 931,031 | -10,167-1.09% | Reduce |
| OLIO Financial Planning |
| 18.22% | 17.34% | #14 | $73.5M | 896,829 | $62.6M | 882,588 | +14,241+1.61% | Add |
| PENNEY FINANCIAL, LLC |
| 25.59% | — | #6 | $73.2M | 893,449 | $0 | 0 | +893,449 | New Buy |
| Heritage Wealth Management, Inc./Texas |
| 28.07% | 27.11% | #4 | $72.9M | 889,725 | $63.4M | 894,614 | -4,889-0.55% | Reduce |
| Wealth Management Nebraska |
| 6.45% | 6% | #69 | $72.3M | 882,866 | $59.2M | 835,254 | +47,612+5.70% | Add |
| Quadcap Wealth Management, LLC |
| 6.88% | 6.67% | #63 | $70.7M | 863,161 | $58.6M | 827,028 | +36,133+4.37% | Add |
| Tencap Wealth Coaching, LLC |
| 21.93% | 22.5% | #9 | $69.2M | 843,306 | $59.8M | 842,182 | +1,124+0.13% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #810 | $67.8M | 834,751 | $56.0M | 813,517 | +21,234+2.61% | Add |
