| Sequoia Financial Advisors, LLC |
| 1.96% | 1.86% | #132 | $393.2M | 7.6M | $333.0M | 7.4M | +227,760+3.09% | Add |
| RVW Wealth, LLC |
| 16.42% | 16.27% | #17 | $249.4M | 4.8M | $208.9M | 4.6M | +194,465+4.20% | Add |
| OneDigital Investment Advisors LLC |
| 1.99% | 1.95% | #130 | $235.8M | 4.6M | $199.6M | 4.4M | +139,150+3.15% | Add |
| Sageworth Trust Co |
| 9.05% | 10.96% | #38 | $229.7M | 4.4M | $202.1M | 4.5M | -36,157-0.81% | Reduce |
| Annex Advisory Services, LLC |
| 3.85% | 3.13% | #87 | $225.3M | 4.4M | $167.3M | 3.7M | +651,616+17.58% | Add |
| Allworth Financial LP |
| 0.86% | 0.73% | #190 | $203.8M | 3.9M | $179.2M | 4.0M | -29,970-0.75% | Reduce |
| Aquire Wealth Advisors, LLC |
| 42.81% | 40.53% | #1 | $186.8M | 3.6M | $154.2M | 3.4M | +195,004+5.70% | Add |
| Focus Partners Wealth |
| 0.19% | 0.18% | #315 | $182.9M | 3.5M | $158.5M | 3.5M | +26,220+0.75% | Add |
| MAI Capital Management |
| 0.64% | 0.18% | #213 | $169.4M | 3.3M | $31.4M | 696,759 | +2.6M+370.40% | Add |
| MARS JEWETT FINANCIAL GROUP, INC. |
| 34.1% | 44.57% | #3 | $168.5M | 3.3M | $140.7M | 3.1M | +141,690+4.54% | Add |
| Modera Wealth Management, LLC |
| 1.73% | 1.74% | #138 | $162.1M | 3.1M | $145.3M | 3.2M | -85,173-2.64% | Reduce |
| SYM FINANCIAL Corp |
| 12.62% | 0.56% | #27 | $157.0M | 3.0M | $5.6M | 123,478 | +2.9M+2,359.31% | Add |
| Beacon Pointe Advisors, LLC |
| 0.71% | 0.67% | #201 | $152.0M | 2.9M | $126.4M | 2.8M | +138,453+4.94% | Add |
| Kooman & Associates |
| 39.76% | 38.62% | #2 | $148.1M | 2.9M | $129.5M | 2.9M | -6,464-0.23% | Reduce |
| Spinnaker Investment Group, LLC |
| 21.91% | 21.13% | #9 | $136.7M | 2.6M | $103.8M | 2.3M | +345,549+15.03% | Add |
| Blankinship & Foster, LLC |
| 26.94% | 26.16% | #6 | $133.5M | 2.6M | $118.3M | 2.6M | -40,218-1.53% | Reduce |
| AE Wealth Management LLC |
| 0.58% | 0.57% | #220 | $124.2M | 2.4M | $105.4M | 2.3M | +66,618+2.85% | Add |
| EVOKE WEALTH, LLC |
| 2.25% | 2.06% | #123 | $114.5M | 2.5M | $114.5M | 2.5M | 00.00% | Unchanged |
| Apella Capital, LLC |
| 1.55% | 1.57% | #146 | $110.2M | 2.1M | $105.8M | 2.2M | -23,235-1.08% | Reduce |
| Savant Capital, LLC |
| 0.32% | 0.42% | #272 | $109.0M | 2.1M | $86.1M | 1.9M | +199,268+10.44% | Add |
| Arista Wealth Management, LLC |
| 11.74% | 11.36% | #31 | $108.8M | 2.1M | $93.3M | 2.1M | +35,980+1.74% | Add |
| MASECO LLP |
| 2.97% | 2.6% | #106 | $105.6M | 2.0M | $82.9M | 1.8M | +205,173+11.16% | Add |
| Elser Financial Planning, Inc |
| 4.46% | 4.34% | #74 | $102.9M | 2.0M | $89.4M | 2.0M | +8,326+0.42% | Add |
| WPWealth LLP |
| 14.01% | 12.84% | #24 | $94.4M | 1.8M | $84.0M | 1.9M | -35,243-1.89% | Reduce |
| 55 North Private Wealth, LLC |
| 18.28% | 19.41% | #12 | $92.9M | 1.8M | $75.8M | 1.7M | +116,741+6.95% | Add |
| Focus Partners Advisor Solutions, LLC |
| 0.78% | 0.83% | #195 | $91.9M | 1.8M | $82.4M | 1.8M | -48,829-2.67% | Reduce |
| Pioneer Wealth Management Group |
| 21.51% | 20.64% | #10 | $89.0M | 1.7M | $73.6M | 1.6M | +91,683+5.62% | Add |
| Krilogy Financial LLC |
| 2.54% | 2.79% | #111 | $86.0M | 1.7M | $86.7M | 1.8M | -124,976-6.99% | Reduce |
| Cetera Investment Advisers |
| 0.06% | 0.06% | #405 | $71.1M | 1.4M | $56.6M | 1.3M | +120,097+9.57% | Add |
| HILL ISLAND FINANCIAL LLC |
| 14.01% | 13.82% | #23 | $65.7M | 1.3M | $56.9M | 1.3M | +9,654+0.77% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.08% | 0.08% | #396 | $64.8M | 1.3M | $54.5M | 1.2M | +46,671+3.86% | Add |
| HB Wealth Management, LLC |
| 0.36% | 0.37% | #258 | $64.6M | 1.3M | $57.7M | 1.3M | -28,636-2.24% | Reduce |
| Pandowealth. LLC |
| 27.91% | — | #5 | $61.1M | 1.5M | $0 | 0 | +1.5M | New Buy |
| Amicus Financial Advisors, LLC |
| 14.92% | 15.79% | #20 | $60.7M | 1.2M | $57.3M | 1.3M | -95,494-7.52% | Reduce |
| BCM ADVISORS, LLC |
| 11.54% | 11.69% | #32 | $59.3M | 1.2M | $59.3M | 1.2M | -39,440-3.30% | Reduce |
| Mariner, LLC |
| 0.06% | 0.06% | #411 | $59.1M | 1.1M | $53.3M | 1.2M | -38,867-3.29% | Reduce |
| Meridian Wealth Partners, LLC |
| 7.1% | 6.91% | #52 | $58.7M | 1.1M | $50.3M | 1.1M | +19,562+1.75% | Add |
| Sterling Wealth Advisors Inc |
| 31.77% | 30.61% | #4 | $58.5M | 1.1M | $53.7M | 1.1M | +37,092+3.39% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #494 | $58.3M | 1.1M | $47.5M | 1.1M | +75,823+7.20% | Add |
| Austin Wealth Management, LLC |
| 12.26% | 11.53% | #30 | $58.0M | 1.1M | $50.8M | 1.1M | +15,950+1.44% | Add |
| CURIO WEALTH, LLC |
| 17.77% | 16.21% | #14 | $57.3M | 1.1M | $47.4M | 1.1M | +57,188+5.44% | Add |
| DIVERSIFY WEALTH MANAGEMENT, LLC |
| 0.66% | 0.97% | #208 | $56.3M | 1.1M | $54.2M | 1.1M | -7,507-0.68% | Reduce |
| Essential Planning, LLC. |
| 15.74% | 16.25% | #18 | $55.7M | 1.1M | $51.1M | 1.1M | -54,893-4.85% | Reduce |
| Keating Financial Advisory Services, Inc. |
| 7.27% | 6.77% | #51 | $55.2M | 1.1M | $41.9M | 928,859 | +139,922+15.06% | Add |
| Note Advisors, LLC |
| 23.77% | 21.13% | #8 | $54.8M | 1.1M | $42.3M | 937,081 | +123,301+13.16% | Add |
| BRIGHTON JONES LLC |
| 0.98% | 1.89% | #184 | $52.5M | 1.0M | $44.9M | 995,411 | +19,862+2.00% | Add |
| AlphaStar Capital Management, LLC |
| 3.28% | 2.92% | #98 | $51.6M | 999,111 | $39.6M | 877,733 | +121,378+13.83% | Add |
| Alpha Financial Advisors, LLC |
| 13.39% | 13.16% | #25 | $51.2M | 990,171 | $43.0M | 952,081 | +38,090+4.00% | Add |
| VeraBank, N.A. |
| 8.3% | 7.27% | #45 | $50.2M | 970,684 | $39.7M | 880,610 | +90,074+10.23% | Add |
| Valued Wealth Advisors LLC |
| 18.03% | 17.58% | #13 | $49.6M | 959,941 | $43.4M | 961,297 | -1,356-0.14% | Reduce |
