| Savant Capital, LLC |
| 2.66% | 3.38% | #42 | $906.7M | 12.5M | $700.1M | 11.4M | +1.1M+9.88% | Add |
| LPL Financial LLC |
| 0.06% | 0.07% | #260 | $254.4M | 3.5M | $247.3M | 4.0M | -513,525-12.73% | Reduce |
| Sage Mountain Advisors LLC |
| 12.94% | 12.73% | #3 | $210.4M | 2.9M | $181.9M | 3.0M | -56,420-1.90% | Reduce |
| Focus Partners Wealth |
| 0.2% | 0.14% | #172 | $190.4M | 2.6M | $125.9M | 2.1M | +581,233+28.31% | Add |
| ST GERMAIN D J CO INC |
| 4.99% | 4.65% | #20 | $138.7M | 1.9M | $117.5M | 1.9M | +2,651+0.14% | Add |
| JPMORGAN CHASE & CO |
| 0.01% | 0.01% | #371 | $133.2M | 1.9M | $96.3M | 1.6M | +250,337+15.57% | Add |
| MORGAN STANLEY |
| 0.01% | 0.01% | #373 | $130.8M | 1.8M | $167.8M | 2.7M | -857,698-32.16% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.03% | 0.03% | #297 | $117.1M | 1.6M | $100.4M | 1.6M | -17,145-1.05% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #376 | $100.1M | 1.4M | $85.0M | 1.4M | -464-0.03% | Reduce |
| Savvy Advisors, Inc. |
| 2.02% | 2.17% | #50 | $95.0M | 1.3M | $81.2M | 1.3M | -9,078-0.69% | Reduce |
| Facet Wealth, Inc. |
| 1.31% | 1.35% | #70 | $91.7M | 1.3M | $77.7M | 1.3M | +1,163+0.09% | Add |
| Quadcap Wealth Management, LLC |
| 8.86% | 8.68% | #8 | $91.1M | 1.3M | $76.4M | 1.2M | +15,325+1.23% | Add |
| Cetera Investment Advisers |
| 0.08% | 0.07% | #230 | $86.3M | 1.2M | $63.3M | 1.0M | +161,592+15.65% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.04% | 0.05% | #280 | $76.0M | 1.1M | $77.4M | 1.3M | -210,571-16.68% | Reduce |
| EP Wealth Advisors, LLC |
| 0.28% | 0.07% | #139 | $74.1M | 1.0M | $13.7M | 223,725 | +801,315+358.17% | Add |
| LVZ, Inc. |
| 7.46% | 7.12% | #9 | $73.4M | 1.0M | $62.4M | 1.0M | -1,565-0.15% | Reduce |
| Hughes Financial Services, LLC |
| 9.69% | 8.99% | #6 | $73.1M | 1.0M | $58.5M | 953,690 | +57,584+6.04% | Add |
| Avidian Wealth Enterprises, LLC |
| 1.96% | 1.84% | #53 | $70.9M | 980,654 | $58.3M | 950,226 | +30,428+3.20% | Add |
| MIDLAND WEALTH ADVISORS, LLC |
| 3.31% | 3.12% | #33 | $70.4M | 973,572 | $60.5M | 987,265 | -13,693-1.39% | Reduce |
| RVW Wealth, LLC |
| 4.53% | 4.39% | #23 | $68.9M | 952,795 | $56.3M | 918,104 | +34,691+3.78% | Add |
| UMB Bank, n.a. |
| 0.83% | 0.74% | #83 | $65.2M | 901,926 | $53.1M | 865,784 | +36,142+4.17% | Add |
| OSAIC HOLDINGS, INC. |
| 0.08% | 0.08% | #236 | $64.8M | 896,995 | $53.4M | 871,224 | +25,771+2.96% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #340 | $63.2M | 874,194 | $53.7M | 875,615 | -1,421-0.16% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.14% | 0.14% | #196 | $61.8M | 855,394 | $54.7M | 892,652 | -37,258-4.17% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.07% | 0.06% | #245 | $56.6M | 782,659 | $45.6M | 743,042 | +39,617+5.33% | Add |
| Federation des caisses Desjardins du Quebec |
| 0.17% | 0.17% | #185 | $56.0M | 774,472 | $48.2M | 785,483 | -11,011-1.40% | Reduce |
| TFC Financial Management, Inc. |
| 6.12% | 5.63% | #14 | $55.2M | 764,173 | $45.7M | 745,616 | +18,557+2.49% | Add |
| Warren Street Wealth Advisors, LLC |
| 11.22% | 10.6% | #4 | $50.3M | 695,856 | $41.6M | 679,158 | +16,698+2.46% | Add |
| Vertex Planning Partners, LLC |
| 7.32% | 7.4% | #10 | $49.7M | 688,073 | $38.1M | 621,176 | +66,897+10.77% | Add |
| Kestra Advisory Services, LLC |
| 0.16% | 0.17% | #190 | $49.4M | 683,750 | $44.0M | 718,149 | -34,399-4.79% | Reduce |
| Intellus Advisors LLC |
| 5.01% | 4.83% | #19 | $41.2M | 570,632 | $35.4M | 576,692 | -6,060-1.05% | Reduce |
| Equitable Holdings, Inc. |
| 0.24% | 0.23% | #151 | $41.0M | 567,142 | $35.4M | 559,839 | +7,303+1.30% | Add |
| Goldstone Financial Group, LLC |
| 3.68% | 3.86% | #30 | $40.2M | 556,388 | $35.6M | 580,418 | -24,030-4.14% | Reduce |
| Spectrum Wealth Advisory Group, LLC |
| 11.02% | 12.18% | #5 | $38.7M | 535,194 | $32.8M | 534,396 | +798+0.15% | Add |
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
| 0.45% | 0.41% | #116 | $35.7M | 494,295 | $31.9M | 479,264 | +15,031+3.14% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.45% | 0.44% | #115 | $33.3M | 460,857 | $28.8M | 469,267 | -8,410-1.79% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.06% | 0.07% | #263 | $33.3M | 459,444 | $32.8M | 530,591 | -71,147-13.41% | Reduce |
| Breakwater Capital Group |
| 3.85% | 3.61% | #29 | $32.1M | 444,100 | $26.9M | 439,064 | +5,036+1.15% | Add |
| Baker Avenue Asset Management, LP |
| 0.6% | 0.61% | #101 | $31.9M | 441,326 | $26.9M | 438,390 | +2,936+0.67% | Add |
| SIGNATUREFD, LLC |
| 0.42% | 0.48% | #120 | $31.8M | 439,499 | $31.3M | 510,884 | -71,385-13.97% | Reduce |
| HEMMING& WEALTH MANAGEMENT, INC. |
| 19.17% | 18.96% | #1 | $31.5M | 435,713 | $27.2M | 442,836 | -7,123-1.61% | Reduce |
| NewEdge Advisors, LLC |
| 0.09% | 0.1% | #219 | $31.2M | 431,073 | $27.2M | 442,773 | -11,700-2.64% | Reduce |
| One Capital Management, LLC |
| 0.85% | 0.83% | #81 | $30.1M | 491,596 | $30.1M | 491,596 | 00.00% | Unchanged |
| HighTower Advisors, LLC |
| 0.03% | 0.03% | #309 | $28.3M | 392,158 | $23.6M | 384,169 | +7,989+2.08% | Add |
| Strategent Financial, LLC |
| 15.87% | 15.8% | #2 | $27.5M | 381,137 | $23.3M | 379,444 | +1,693+0.45% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.01% | 0.01% | #355 | $27.2M | 384,142 | $20.6M | 343,535 | +40,607+11.82% | Add |
| Sanchez Wealth Management Group |
| 4.75% | 4.83% | #22 | $27.1M | 375,076 | $22.3M | 364,036 | +11,040+3.03% | Add |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC |
| 6.77% | 6.57% | #13 | $26.8M | 371,322 | $22.4M | 364,507 | +6,815+1.87% | Add |
| Stratos Wealth Partners, LTD. |
| 0.25% | 0.22% | #145 | $25.3M | 349,995 | $19.0M | 309,252 | +40,743+13.17% | Add |
| Dynamic Advisor Solutions LLC |
| 0.71% | 0.63% | #88 | $25.2M | 348,347 | $19.9M | 323,966 | +24,381+7.53% | Add |
