| Creative Planning |
| 4% | 3.88% | #29 | $6.84B | 101.2M | $5.72B | 96.6M | +4.6M+4.77% | Add |
| Betterment LLC |
| 2.16% | 2.27% | #68 | $1.27B | 18.9M | $1.20B | 20.2M | -1.3M-6.60% | Reduce |
| LPL Financial LLC |
| 0.2% | 0.2% | #297 | $909.1M | 13.5M | $761.1M | 12.9M | +603,835+4.70% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.04% | 0.01% | #519 | $585.0M | 8.7M | $114.4M | 1.9M | +6.7M+348.25% | Add |
| Valmark Advisers, Inc. |
| 5.09% | 5.08% | #16 | $479.6M | 7.1M | $427.3M | 7.2M | -115,834-1.61% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.07% | 0.07% | #430 | $303.2M | 4.5M | $245.6M | 4.1M | +340,186+8.20% | Add |
| MORGAN STANLEY |
| 0.01% | 0.01% | #620 | $263.0M | 3.9M | $182.4M | 3.2M | +703,583+22.06% | Add |
| AlTi Global, Inc. |
| 3.92% | 3.64% | #30 | $189.4M | 2.8M | $167.2M | 2.8M | -20,206-0.72% | Reduce |
| Facet Wealth, Inc. |
| 2.55% | 2.65% | #60 | $178.1M | 2.6M | $153.0M | 2.6M | +52,197+2.02% | Add |
| First Command Advisory Services, Inc. |
| 0.82% | 0.73% | #133 | $137.7M | 2.0M | $108.2M | 1.8M | +211,146+11.55% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.07% | 0.07% | #436 | $129.6M | 1.9M | $115.4M | 1.9M | -30,212-1.55% | Reduce |
| UBS Group AG |
| 0.01% | 0.03% | #615 | $115.9M | 1.7M | $227.3M | 3.8M | -2.1M-55.32% | Reduce |
| HighTower Advisors, LLC |
| 0.11% | 0.13% | #382 | $111.3M | 1.6M | $118.3M | 2.0M | -348,795-17.47% | Reduce |
| Koss-Olinger Consulting, LLC |
| 8.19% | 5.28% | #5 | $106.3M | 1.6M | $63.0M | 1.1M | +510,671+48.03% | Add |
| OSAIC HOLDINGS, INC. |
| 0.12% | 0.12% | #363 | $103.8M | 1.5M | $80.1M | 1.4M | +184,045+13.62% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.02% | 0.02% | #603 | $102.6M | 1.5M | $85.5M | 1.4M | +74,251+5.14% | Add |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| 0.55% | 0.52% | #161 | $100.7M | 1.5M | $84.9M | 1.4M | +58,171+4.06% | Add |
| MASON STREET ADVISORS, LLC |
| 8.64% | 9.04% | #3 | $95.9M | 1.4M | $92.5M | 1.6M | -142,897-9.15% | Reduce |
| Hancock Prospecting Pty Ltd |
| 1.67% | 2.51% | #84 | $95.3M | 1.4M | $83.5M | 1.4M | 00.00% | Unchanged |
| BLAIR WILLIAM & CO/IL |
| 0.23% | 0.14% | #278 | $87.5M | 1.3M | $49.7M | 838,805 | +455,777+54.34% | Add |
| Wealthcare Advisory Partners LLC |
| 1.58% | 1.36% | #89 | $83.1M | 1.2M | $70.0M | 1.2M | +48,386+4.09% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.02% | 0.02% | #578 | $82.7M | 1.2M | $62.1M | 1.0M | +174,886+16.67% | Add |
| Hills Bank & Trust Co |
| 3.5% | 3.7% | #38 | $82.2M | 1.2M | $76.6M | 1.3M | -77,650-6.00% | Reduce |
| Cornerstone Wealth Management, LLC |
| 3.22% | 3.31% | #45 | $74.9M | 1.1M | $66.1M | 1.1M | -8,168-0.73% | Reduce |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #652 | $71.0M | 1.1M | $51.3M | 865,544 | +185,427+21.42% | Add |
| Auto-Owners Insurance Co |
| 1.59% | 1.65% | #88 | $70.2M | 1.0M | $78.7M | 1.3M | -290,000-21.80% | Reduce |
| GREENLEAF TRUST |
| 0.64% | 0.52% | #157 | $66.5M | 984,218 | $53.4M | 901,608 | +82,610+9.16% | Add |
| VICUS CAPITAL |
| 4.05% | 3.99% | #28 | $62.7M | 927,780 | $54.3M | 916,169 | +11,611+1.27% | Add |
| GOLDMAN SACHS GROUP INC |
| 0.01% | 0.01% | #699 | $62.2M | 920,576 | $54.6M | 921,272 | -696-0.08% | Reduce |
| Composition Wealth, LLC |
| 0.72% | 0.6% | #149 | $61.4M | 908,750 | $44.0M | 743,651 | +165,099+22.20% | Add |
| Farther Finance Advisors, LLC |
| 0.47% | 0.45% | #172 | $60.3M | 892,359 | $47.6M | 797,017 | +95,342+11.96% | Add |
| HHM Wealth Advisors, LLC |
| 5.81% | 5.55% | #12 | $57.9M | 856,429 | $48.2M | 814,372 | +42,057+5.16% | Add |
| BOKF, NA |
| 0.77% | 0.75% | #140 | $55.9M | 827,035 | $48.9M | 825,398 | +1,637+0.20% | Add |
| JNBA Financial Advisors |
| 4.17% | 4.2% | #25 | $55.1M | 815,885 | $50.4M | 851,280 | -35,395-4.16% | Reduce |
| Private Advisor Group, LLC |
| 0.24% | 0.23% | #272 | $52.6M | 778,352 | $50.1M | 846,222 | -67,870-8.02% | Reduce |
| 1900 WEALTH MANAGEMENT LLC |
| 2.92% | 2.88% | #51 | $52.3M | 774,635 | $44.8M | 756,760 | +17,875+2.36% | Add |
| Peterson Wealth Advisors, LLC |
| 5.97% | 5.76% | #11 | $50.6M | 748,284 | $43.3M | 730,796 | +17,488+2.39% | Add |
| AlphaStar Capital Management, LLC |
| 3.19% | 3.53% | #48 | $50.1M | 741,916 | $47.8M | 807,648 | -65,732-8.14% | Reduce |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.79% | 0.79% | #138 | $50.1M | 740,863 | $43.7M | 737,838 | +3,025+0.41% | Add |
| BlackRock, Inc. |
| <0.01% | <0.01% | #793 | $49.3M | 729,476 | $30.1M | 508,210 | +221,266+43.54% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #744 | $49.1M | 732,536 | $16.2M | 282,079 | +450,457+159.69% | Add |
| RKL Wealth Management LLC |
| 3.88% | 3.62% | #31 | $48.7M | 720,231 | $40.2M | 679,439 | +40,792+6.00% | Add |
| Equitable Holdings, Inc. |
| 0.28% | 0.23% | #241 | $47.6M | 703,911 | $35.5M | 613,104 | +90,807+14.81% | Add |
| Impact Partnership Wealth, LLC |
| 4.52% | 4.73% | #21 | $46.5M | 687,948 | $38.3M | 646,479 | +41,469+6.41% | Add |
| OARSMAN CAPITAL, INC. |
| 4.59% | 4.34% | #20 | $43.4M | 642,059 | $35.0M | 590,328 | +51,731+8.76% | Add |
| RETIREMENT INCOME SOLUTIONS, INC |
| 7.51% | 7.26% | #6 | $42.3M | 714,469 | $42.5M | 717,188 | -2,719-0.38% | Reduce |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.07% | 0.04% | #443 | $42.2M | 625,213 | $23.7M | 400,690 | +224,523+56.03% | Add |
| Atlas Private Wealth Advisors |
| 8.28% | 7.67% | #4 | $37.8M | 559,902 | $32.6M | 550,238 | +9,664+1.76% | Add |
| Savant Capital, LLC |
| 0.11% | 0.09% | #378 | $37.7M | 595,107 | $17.8M | 301,052 | +294,055+97.68% | Add |
| Gerber Kawasaki Wealth & Investment Management |
| 0.94% | 0.94% | #124 | $35.3M | 522,957 | $29.6M | 499,427 | +23,530+4.71% | Add |
