| Retirement Planning Group, LLC |
| 4.9% | 4.32% | #12 | $192.8M | 2.6M | $139.3M | 2.5M | +94,489+3.71% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.03% | 0.02% | #192 | $174.3M | 2.4M | $117.2M | 2.1M | +246,080+11.48% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.08% | 0.07% | #149 | $150.6M | 2.1M | $106.3M | 1.9M | +120,614+6.20% | Add |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV |
| 8.43% | 7.68% | #1 | $114.0M | 1.6M | $99.6M | 1.8M | -259,948-14.26% | Reduce |
| LPL Financial LLC |
| 0.02% | 0.01% | #204 | $79.1M | 1.1M | $41.9M | 767,211 | +317,875+41.43% | Add |
| Ellevest, Inc. |
| 6.31% | 7.87% | #6 | $73.1M | 1.0M | $56.6M | 1.0M | -32,127-3.10% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.02% | 0.01% | #211 | $58.9M | 808,250 | $43.4M | 794,463 | +13,787+1.74% | Add |
| Tanglewood Wealth Management, Inc. |
| 4.93% | 3.58% | #10 | $58.0M | 795,880 | $43.2M | 790,796 | +5,084+0.64% | Add |
| Willis Johnson & Associates, Inc. |
| 3.2% | 2.73% | #25 | $57.4M | 787,203 | $47.0M | 859,157 | -71,954-8.37% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #261 | $53.8M | 737,550 | $10.9M | 247,069 | +490,481+198.52% | Add |
| Aptus Capital Advisors, LLC |
| 0.33% | 0.28% | #100 | $48.4M | 664,025 | $36.2M | 662,086 | +1,939+0.29% | Add |
| GUARDIAN WEALTH ADVISORS, LLC / NC |
| 2.5% | 2.1% | #37 | $44.5M | 610,225 | $33.4M | 610,969 | -744-0.12% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #228 | $42.7M | 586,334 | $25.8M | 472,044 | +114,290+24.21% | Add |
| Coyle Financial Counsel LLC |
| 7.67% | 6.75% | #4 | $42.0M | 576,703 | $31.9M | 583,848 | -7,145-1.22% | Reduce |
| Heck Capital Advisors, LLC |
| 2.42% | 2.5% | #38 | $40.6M | 555,714 | $33.7M | 614,830 | -59,116-9.62% | Reduce |
| HighTower Advisors, LLC |
| 0.04% | 0.02% | #181 | $37.9M | 519,693 | $22.1M | 403,853 | +115,840+28.68% | Add |
| Kestra Advisory Services, LLC |
| 0.11% | 0.09% | #138 | $34.8M | 477,013 | $24.2M | 442,531 | +34,482+7.79% | Add |
| Janney Montgomery Scott LLC |
| 0.06% | 0.06% | #160 | $32.5M | 446,030 | $24.1M | 440,218 | +5,812+1.32% | Add |
| Kathmere Capital Management, LLC |
| 1.72% | 1.63% | #49 | $32.5M | 445,746 | $26.6M | 485,866 | -40,120-8.26% | Reduce |
| Integrated Wealth Concepts LLC |
| 0.15% | 0.14% | #123 | $31.2M | 428,571 | $17.7M | 323,392 | +105,179+32.52% | Add |
| Investment Planning Advisors, Inc. |
| 6.95% | 7.08% | #5 | $30.0M | 411,418 | $25.7M | 470,311 | -58,893-12.52% | Reduce |
| Legacy Financial Advisors, Inc. |
| 3.51% | 2.96% | #19 | $28.8M | 394,487 | $21.1M | 386,706 | +7,781+2.01% | Add |
| First Heartland Consultants, Inc. |
| 1.58% | 1.64% | #54 | $24.4M | 335,216 | $21.4M | 391,123 | -55,907-14.29% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.03% | 0.02% | #189 | $23.6M | 323,223 | $13.9M | 254,839 | +68,384+26.83% | Add |
| Beaumont Financial Advisors, LLC |
| 1.43% | 1.18% | #58 | $22.4M | 307,898 | $17.1M | 313,143 | -5,245-1.67% | Reduce |
| MAYPORT, LLC |
| 3.47% | 3.01% | #20 | $22.4M | 306,597 | $16.2M | 296,252 | +10,345+3.49% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.01% | 0.01% | #233 | $21.2M | 294,226 | $13.3M | 249,464 | +44,762+17.94% | Add |
| Compass Ion Advisors, LLC |
| 1.81% | 1.5% | #46 | $21.0M | 288,109 | $15.7M | 287,522 | +587+0.20% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.05% | 0.03% | #172 | $20.5M | 280,904 | $10.4M | 190,790 | +90,114+47.23% | Add |
| Elwood & Goetz Wealth Advisory Group, LLC |
| 3.01% | — | #29 | $20.3M | 278,890 | $0 | 0 | +278,890 | New Buy |
| MML INVESTORS SERVICES, LLC |
| 0.04% | 0.03% | #176 | $20.2M | 276,841 | $9.9M | 181,242 | +95,599+52.75% | Add |
| Invst, LLC |
| 1.75% | 1.71% | #48 | $18.0M | 246,488 | $15.1M | 276,703 | -30,215-10.92% | Reduce |
| Yardley Wealth Management LLC |
| 8.04% | 7.72% | #2 | $17.7M | 242,657 | $15.1M | 275,517 | -32,860-11.93% | Reduce |
| ADAMSBROWN WEALTH CONSULTANTS LLC |
| 3.33% | 3.3% | #22 | $17.7M | 242,154 | $12.5M | 228,637 | +13,517+5.91% | Add |
| High Note Wealth, LLC |
| 3% | 2.53% | #30 | $17.6M | 241,141 | $12.9M | 235,785 | +5,356+2.27% | Add |
| ENZI WEALTH |
| 5.38% | 5.57% | #8 | $17.0M | 249,495 | $16.0M | 293,511 | -44,016-15.00% | Reduce |
| Permanens Capital L.P. |
| 1.65% | 0.06% | #52 | $16.0M | 219,058 | $472,490 | 8,644 | +210,414+2,434.22% | Add |
| Intelligence Driven Advisers, LLC |
| 2.56% | 2.19% | #36 | $15.8M | 216,704 | $12.6M | 230,078 | -13,374-5.81% | Reduce |
| Baird Financial Group, Inc. |
| 0.02% | 0.01% | #199 | $15.2M | 208,524 | $8.2M | 149,204 | +59,320+39.76% | Add |
| Bank Julius Baer & Co. Ltd, Zurich |
| 0.04% | 0.02% | #177 | $15.2M | 208,400 | $6.5M | 119,500 | +88,900+74.39% | Add |
| WCG Wealth Advisors LLC |
| 0.34% | 0.38% | #98 | $14.4M | 197,396 | $13.6M | 248,950 | -51,554-20.71% | Reduce |
| KFG WEALTH MANAGEMENT, LLC |
| 1.6% | 1.33% | #53 | $14.2M | 194,857 | $10.3M | 188,461 | +6,396+3.39% | Add |
| Longview Financial Advisors, Inc. |
| 7.87% | 5.93% | #3 | $13.5M | 184,625 | $9.7M | 177,464 | +7,161+4.04% | Add |
| Koshinski Asset Management, Inc. |
| 0.71% | 0.55% | #77 | $13.3M | 182,016 | $8.8M | 160,417 | +21,599+13.46% | Add |
| Signal Advisors Wealth, LLC |
| 0.66% | 0.58% | #79 | $13.1M | 180,075 | $8.4M | 154,516 | +25,559+16.54% | Add |
| MGO ONE SEVEN LLC |
| 0.21% | 0.19% | #112 | $12.8M | 175,105 | $9.6M | 175,847 | -742-0.42% | Reduce |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.2% | 0.18% | #114 | $12.7M | 173,796 | $9.7M | 176,949 | -3,153-1.78% | Reduce |
| Rossby Financial, LCC |
| 2.27% | 1.88% | #40 | $12.4M | 170,469 | $9.2M | 164,424 | +6,045+3.68% | Add |
| Prospera Financial Services Inc |
| 0.18% | 0.13% | #119 | $12.4M | 169,457 | $8.1M | 147,477 | +21,980+14.90% | Add |
| Pearl Planning LLC |
| 5.67% | 5.15% | #7 | $12.3M | 169,045 | $9.6M | 176,261 | -7,216-4.09% | Reduce |
