| HB Wealth Management, LLC |
| 4.33% | 4.13% | #79 | $771.9M | 6.0M | $638.7M | 5.7M | +281,733+4.90% | Add |
| AMERICAN CENTURY COMPANIES INC |
| 0.26% | 0.24% | #266 | $582.7M | 4.5M | $460.6M | 4.1M | +406,412+9.81% | Add |
| Oak Root LLC |
| 41.07% | 39.4% | #1 | $372.2M | 2.9M | $323.1M | 2.9M | 00.00% | Unchanged |
| LPL Financial LLC |
| 0.07% | 0.07% | #352 | $325.5M | 2.5M | $265.6M | 2.4M | +153,009+6.41% | Add |
| MASECO LLP |
| 8.56% | 8.15% | #40 | $304.6M | 2.4M | $259.9M | 2.3M | +39,384+1.68% | Add |
| Annex Advisory Services, LLC |
| 4.43% | 4.02% | #77 | $259.4M | 2.0M | $214.5M | 1.9M | +96,288+4.99% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.06% | 0.05% | #362 | $257.3M | 2.0M | $203.6M | 1.8M | +177,765+9.71% | Add |
| Focus Partners Wealth |
| 0.26% | 0.26% | #267 | $250.3M | 2.0M | $232.7M | 2.0M | -4,386-0.22% | Reduce |
| FIFTH THIRD BANCORP |
| 0.37% | <0.01% | #239 | $225.9M | 1.8M | $89,055 | 801 | +1.8M+220,128.34% | Add |
| Prime Capital Investment Advisors, LLC |
| 2.19% | — | #121 | $225.8M | 1.8M | $0 | 0 | +1.8M | New Buy |
| HighTower Advisors, LLC |
| 0.19% | 0.19% | #285 | $201.4M | 1.6M | $179.3M | 1.6M | -39,920-2.48% | Reduce |
| Financial Plan, Inc. |
| 17.36% | 16.61% | #12 | $182.9M | 1.4M | $155.0M | 1.4M | +34,237+2.46% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.23% | 0.21% | #274 | $180.9M | 1.4M | $150.5M | 1.4M | +58,745+4.34% | Add |
| Great Point Wealth Advisors, LLC |
| 24.46% | 23.5% | #8 | $151.5M | 1.2M | $127.3M | 1.1M | +37,785+3.30% | Add |
| Beacon Pointe Advisors, LLC |
| 0.67% | 0.64% | #203 | $144.2M | 1.1M | $121.2M | 1.1M | +35,204+3.23% | Add |
| Corient Private Wealth LLC |
| 0.11% | 0.21% | #323 | $141.4M | 1.1M | $148.8M | 1.3M | -234,127-17.49% | Reduce |
| Modera Wealth Management, LLC |
| 1.47% | 1.37% | #145 | $137.9M | 1.1M | $114.3M | 1.0M | +48,655+4.73% | Add |
| TRAPHAGEN INVESTMENT ADVISORS LLC |
| 9.29% | 9.49% | #38 | $130.1M | 1.0M | $117.2M | 1.1M | -37,993-3.61% | Reduce |
| MORGAN STANLEY |
| 0.01% | 0.01% | #490 | $128.0M | 999,429 | $116.4M | 1.1M | -71,691-6.69% | Reduce |
| MERCER GLOBAL ADVISORS INC /ADV |
| 0.16% | 0.16% | #294 | $125.8M | 982,092 | $110.5M | 994,329 | -12,237-1.23% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.03% | 0.03% | #402 | $124.4M | 971,486 | $92.3M | 829,852 | +141,634+17.07% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #485 | $123.9M | 967,372 | $97.3M | 875,159 | +92,213+10.54% | Add |
| Creative Planning |
| 0.07% | 0.07% | #355 | $120.2M | 938,149 | $107.8M | 969,480 | -31,331-3.23% | Reduce |
| PARK AVENUE SECURITIES LLC |
| 0.73% | 0.7% | #193 | $117.2M | 914,760 | $89.7M | 806,679 | +108,081+13.40% | Add |
| Quantum Financial Advisors, LLC |
| 10.11% | 10.95% | #32 | $116.2M | 907,573 | $97.6M | 878,146 | +29,427+3.35% | Add |
| Bank of New York Mellon Corp |
| 0.02% | 0.02% | #439 | $112.6M | 879,326 | $86.9M | 781,758 | +97,568+12.48% | Add |
| RVW Wealth, LLC |
| 6.97% | 6.95% | #54 | $105.9M | 826,494 | $89.2M | 802,554 | +23,940+2.98% | Add |
| Bridgewater Advisors Inc. |
| 5.7% | 5.67% | #62 | $104.8M | 810,647 | $95.3M | 762,310 | +48,337+6.34% | Add |
| Cetera Investment Advisers |
| 0.1% | 0.07% | #333 | $104.6M | 816,548 | $64.4M | 578,875 | +237,673+41.06% | Add |
| Werba Rubin Papier Wealth Management |
| 11.93% | 11.35% | #24 | $98.3M | 767,323 | $81.5M | 733,306 | +34,017+4.64% | Add |
| Magnolia Private Wealth, LLC |
| 27.64% | 8.16% | #5 | $97.3M | 760,242 | $12.3M | 765,486 | -5,244-0.69% | Reduce |
| McLean Asset Management Corp |
| 12.67% | 14.42% | #21 | $95.8M | 751,137 | $82.4M | 741,463 | +9,674+1.30% | Add |
| B&D White Capital Company, LLC |
| 9.4% | 10.07% | #35 | $94.4M | 737,291 | $81.4M | 732,440 | +4,851+0.66% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.05% | 0.05% | #377 | $93.7M | 731,664 | $83.7M | 753,152 | -21,488-2.85% | Reduce |
| Simplicity Wealth,LLC |
| 3.03% | 4.35% | #107 | $89.9M | 702,241 | $76.7M | 689,828 | +12,413+1.80% | Add |
| BCR Wealth Strategies, LLC |
| 24.8% | 24.36% | #7 | $88.3M | 689,260 | $77.7M | 698,997 | -9,737-1.39% | Reduce |
| Cresset Asset Management, LLC |
| 0.31% | 0.31% | #252 | $85.4M | 666,468 | $72.5M | 651,947 | +14,521+2.23% | Add |
| Savant Capital, LLC |
| 0.25% | 0.29% | #269 | $83.9M | 655,079 | $60.0M | 539,582 | +115,497+21.40% | Add |
| SC&H Financial Advisors, Inc. |
| 10.93% | 10.66% | #28 | $82.4M | 643,544 | $70.7M | 635,792 | +7,752+1.22% | Add |
| CALIBER WEALTH MANAGEMENT, LLC / KS |
| 7.78% | 7.37% | #47 | $80.5M | 628,777 | $67.3M | 605,425 | +23,352+3.86% | Add |
| Rockwood Wealth Management, LLC |
| 4.9% | 4.89% | #74 | $77.6M | 605,983 | $68.3M | 614,490 | -8,507-1.38% | Reduce |
| McGlone Suttner Wealth Management, Inc. |
| 7.95% | 7.69% | #46 | $67.8M | 528,975 | $58.1M | 522,317 | +6,658+1.27% | Add |
| Plancorp, LLC |
| 1.64% | 1.74% | #139 | $67.4M | 527,558 | $61.3M | 527,925 | -367-0.07% | Reduce |
| ACCREDITED INVESTOR SERVICES, LLC |
| 37.45% | 36.87% | #2 | $66.3M | 517,498 | $57.4M | 516,537 | +961+0.19% | Add |
| WMG Financial Advisors, LLC |
| 24.44% | 23.26% | #9 | $64.9M | 506,461 | $55.8M | 501,509 | +4,952+0.99% | Add |
| OneDigital Investment Advisors LLC |
| 0.54% | 0.53% | #215 | $63.6M | 496,521 | $54.2M | 487,207 | +9,314+1.91% | Add |
| CPC Advisors, LLC |
| 8.51% | 8.86% | #41 | $63.1M | 492,914 | $54.6M | 491,240 | +1,674+0.34% | Add |
| Gradient Investments LLC |
| 0.85% | 0.62% | #180 | $61.9M | 483,502 | $39.8M | 357,756 | +125,746+35.15% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.1% | 0.11% | #331 | $60.0M | 471,368 | $51.0M | 455,156 | +16,212+3.56% | Add |
| RAFFA WEALTH MANAGEMENT, LLC |
| 7.27% | — | #50 | $57.7M | 450,553 | $0 | 0 | +450,553 | New Buy |
