| Focus Partners Wealth |
| 0.35% | 0.33% | #218 | $346.4M | 7.3M | $293.1M | 6.1M | +1.1M+18.49% | Add |
| Focus Partners Advisor Solutions, LLC |
| 2.57% | 2.47% | #107 | $302.7M | 6.3M | $245.5M | 5.1M | +1.2M+23.65% | Add |
| Apella Capital, LLC |
| 3.64% | 3.75% | #74 | $258.5M | 5.4M | $252.9M | 5.2M | +174,560+3.33% | Add |
| OneDigital Investment Advisors LLC |
| 1.56% | 1.73% | #130 | $185.3M | 3.9M | $177.1M | 3.7M | +180,941+4.89% | Add |
| Savant Capital, LLC |
| 0.51% | 0.9% | #190 | $174.5M | 3.7M | $186.9M | 3.9M | -249,121-6.38% | Reduce |
| Root Financial Partners, LLC |
| 6.75% | 6.62% | #34 | $173.7M | 3.6M | $143.2M | 3.0M | +645,949+21.60% | Add |
| Vise Technologies, Inc. |
| 1.89% | 2.14% | #120 | $166.7M | 3.5M | $109.1M | 2.3M | +1.2M+53.47% | Add |
| Beaird Harris Wealth Management, LLC |
| 9.57% | 10.12% | #19 | $152.8M | 3.2M | $148.9M | 3.1M | +89,730+2.89% | Add |
| Planning Center, Inc. |
| 13.09% | 13.62% | #8 | $138.7M | 2.9M | $134.5M | 2.8M | +96,059+3.42% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.03% | 0.03% | #342 | $128.1M | 2.7M | $115.8M | 2.4M | +264,195+10.92% | Add |
| DiNuzzo Private Wealth, Inc. |
| 9.83% | 10.53% | #18 | $99.3M | 2.1M | $97.7M | 2.0M | +39,395+1.93% | Add |
| HighTower Advisors, LLC |
| 0.09% | 0.1% | #294 | $95.3M | 2.0M | $94.3M | 2.0M | +27,782+1.41% | Add |
| Great Waters Wealth Management |
| 8.62% | 9.04% | #24 | $93.1M | 1.9M | $85.4M | 1.8M | +165,247+9.26% | Add |
| PHILLIPS FINANCIAL MANAGEMENT, LLC |
| 6.15% | 5.95% | #40 | $83.9M | 1.8M | $82.1M | 1.7M | +42,549+2.48% | Add |
| Rachor Investment Advisory Services, LLC |
| 35.72% | 36.55% | #1 | $72.5M | 1.5M | $69.6M | 1.5M | +66,572+4.58% | Add |
| Rather & Kittrell, Inc. |
| 9.54% | 9.84% | #20 | $68.3M | 1.4M | $63.8M | 1.3M | +97,885+7.35% | Add |
| Diversified Portfolios, Inc. |
| 4.62% | 5.26% | #60 | $63.7M | 1.3M | $64.0M | 1.3M | -1,421-0.11% | Reduce |
| ASSETMARK, INC |
| 0.11% | 0.12% | #286 | $61.3M | 1.3M | $57.0M | 1.2M | +93,262+7.83% | Add |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
| 8.64% | 9.4% | #23 | $60.7M | 1.3M | $59.6M | 1.2M | +25,886+2.08% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.07% | 0.08% | #304 | $58.7M | 1.2M | $56.6M | 1.2M | +46,555+3.94% | Add |
| WPWealth LLP |
| 8.42% | 8.85% | #25 | $56.8M | 1.2M | $57.9M | 1.2M | -21,133-1.75% | Reduce |
| Ruedi Wealth Management, Inc. |
| 12.82% | 13.53% | #10 | $54.7M | 1.1M | $52.5M | 1.1M | +47,663+4.34% | Add |
| 55 North Private Wealth, LLC |
| 10.09% | 10.78% | #17 | $51.3M | 1.1M | $42.1M | 879,329 | +194,420+22.11% | Add |
| Beacon Pointe Advisors, LLC |
| 0.23% | 0.23% | #240 | $49.9M | 1.0M | $43.9M | 917,818 | +128,075+13.95% | Add |
| Financial Plan, Inc. |
| 4.7% | 4.71% | #58 | $49.6M | 1.0M | $43.9M | 917,141 | +120,893+13.18% | Add |
| CURIO WEALTH, LLC |
| 15.31% | 15.68% | #3 | $49.3M | 1.0M | $45.9M | 958,276 | +75,103+7.84% | Add |
| RAM Investment Partners, LLC |
| 7.7% | 8.4% | #26 | $48.2M | 1.0M | $47.8M | 998,462 | +9,986+1.00% | Add |
| CPA Asset Management Group, LLC |
| 13.49% | 7.33% | #6 | $46.8M | 980,940 | $21.9M | 456,710 | +524,230+114.78% | Add |
| Parkwoods Wealth Partners, LLC |
| 7.46% | 5.23% | #29 | $46.4M | 972,134 | $21.3M | 445,859 | +526,275+118.04% | Add |
| PARK AVENUE SECURITIES LLC |
| 0.27% | 0.29% | #232 | $43.1M | 903,188 | $36.9M | 769,712 | +133,476+17.34% | Add |
| Altiora Financial Group, LLC |
| 6.6% | 7.28% | #36 | $41.9M | 876,910 | $44.2M | 922,515 | -45,605-4.94% | Reduce |
| Woodward Financial Advisors, Inc. |
| 13.69% | — | #5 | $41.0M | 857,876 | $0 | 0 | +857,876 | New Buy |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #408 | $40.5M | 847,823 | $36.0M | 751,650 | +96,173+12.79% | Add |
| Signature Resources Capital Management, LLC |
| 15.3% | 17.54% | #4 | $38.8M | 812,642 | $37.0M | 773,080 | +39,562+5.12% | Add |
| Wealthquest Corp |
| 2.42% | 2.62% | #111 | $38.4M | 804,122 | $36.9M | 771,485 | +32,637+4.23% | Add |
| Elser Financial Planning, Inc |
| 1.65% | 1.8% | #127 | $38.1M | 798,092 | $37.0M | 772,713 | +25,379+3.28% | Add |
| ECLECTIC ASSOCIATES INC /ADV |
| 4.32% | 4.36% | #64 | $38.0M | 795,671 | $32.8M | 686,064 | +109,607+15.98% | Add |
| MASECO LLP |
| 1.04% | 1.11% | #154 | $36.9M | 772,357 | $35.4M | 738,839 | +33,518+4.54% | Add |
| Wheelhouse Advisory Group LLC |
| 10.39% | 9.8% | #15 | $36.8M | 771,244 | $29.6M | 617,530 | +153,714+24.89% | Add |
| GREAT OAK CAPITAL PARTNERS, LLC |
| 6.82% | 6.65% | #32 | $31.6M | 663,877 | $28.6M | 595,719 | +68,158+11.44% | Add |
| NORTHWEST WEALTH MANAGEMENT, LLC |
| 4.03% | 3.99% | #67 | $30.6M | 640,173 | $26.6M | 554,913 | +85,260+15.36% | Add |
| Mattern Wealth Management LLC |
| 4.74% | 5.63% | #56 | $28.9M | 604,523 | $28.9M | 603,374 | +1,149+0.19% | Add |
| Valued Wealth Advisors LLC |
| 10.43% | 10.82% | #14 | $28.7M | 601,233 | $26.7M | 557,734 | +43,499+7.80% | Add |
| Allegiance Financial Group Advisory Services LLC |
| 4.8% | 4.88% | #55 | $27.7M | 581,099 | $24.5M | 511,899 | +69,200+13.52% | Add |
| Farther Finance Advisors, LLC |
| 0.22% | 0.26% | #244 | $27.7M | 579,720 | $27.2M | 568,116 | +11,604+2.04% | Add |
| Integrated Wealth Concepts LLC |
| 0.13% | 0.11% | #273 | $26.8M | 562,109 | $13.6M | 284,484 | +277,625+97.59% | Add |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC |
| 2.07% | 2.19% | #116 | $26.2M | 549,062 | $24.3M | 506,382 | +42,680+8.43% | Add |
| Keyes, Stange & Wooten Wealth Management, LLC |
| 10.33% | 10.53% | #16 | $25.9M | 541,966 | $23.6M | 492,749 | +49,217+9.99% | Add |
| LEGACY FINANCIAL GROUP, INC. |
| 6.01% | 5.91% | #43 | $25.7M | 538,926 | $22.4M | 467,314 | +71,612+15.32% | Add |
| Cornerstone Wealth Partners, LLC |
| 11.76% | 12.4% | #11 | $25.3M | 529,635 | $21.9M | 456,631 | +73,004+15.99% | Add |
