| Focus Partners Wealth |
| 0.25% | 0.23% | #132 | $245.0M | 5.1M | $202.4M | 4.2M | +847,779+20.08% | Add |
| Truepoint, Inc. |
| 3.24% | 3.31% | #20 | $155.2M | 3.2M | $148.4M | 3.1M | +116,005+3.75% | Add |
| Focus Partners Advisor Solutions, LLC |
| 0.67% | 0.58% | #83 | $79.6M | 1.6M | $57.5M | 1.2M | +443,437+36.85% | Add |
| Apella Capital, LLC |
| 1.08% | 0.95% | #58 | $76.8M | 1.6M | $63.9M | 1.3M | +270,730+20.51% | Add |
| Foster Group, Inc. |
| 1.91% | 2.08% | #40 | $71.7M | 1.5M | $70.0M | 1.5M | +23,179+1.59% | Add |
| Symmetry Partners, LLC |
| 3.17% | 3.61% | #21 | $62.1M | 1.3M | $63.1M | 1.3M | -31,726-2.41% | Reduce |
| GeoWealth Management, LLC |
| 1.6% | 1.52% | #43 | $51.0M | 1.1M | $42.2M | 881,082 | +174,263+19.78% | Add |
| Rather & Kittrell, Inc. |
| 6.34% | 6.61% | #6 | $45.4M | 939,121 | $42.9M | 894,173 | +44,948+5.03% | Add |
| Sequoia Financial Advisors, LLC |
| 0.22% | 0.24% | #140 | $43.3M | 896,162 | $42.2M | 880,025 | +16,137+1.83% | Add |
| Pathstone Holdings, LLC |
| 0.11% | 0.15% | #162 | $39.1M | 808,791 | $37.8M | 788,243 | +20,548+2.61% | Add |
| Beaird Harris Wealth Management, LLC |
| 2.41% | 2.59% | #32 | $38.5M | 796,384 | $38.1M | 795,703 | +681+0.09% | Add |
| MBL Wealth, LLC |
| 2.56% | 2.68% | #28 | $37.5M | 776,501 | $35.5M | 739,735 | +36,766+4.97% | Add |
| AWM CAPITAL, LLC |
| 2.81% | 3.12% | #24 | $35.0M | 725,052 | $34.4M | 718,457 | +6,595+0.92% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.04% | 0.04% | #201 | $32.5M | 672,029 | $31.3M | 653,394 | +18,635+2.85% | Add |
| Waterford Advisors, LLC |
| 7.8% | 8.09% | #2 | $28.8M | 545,339 | $25.5M | 536,335 | +9,004+1.68% | Add |
| RAM Investment Partners, LLC |
| 4.51% | 4.35% | #8 | $28.2M | 583,595 | $24.8M | 516,432 | +67,163+13.01% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #242 | $28.0M | 578,747 | $24.9M | 518,554 | +60,193+11.61% | Add |
| Graves Light Lenhart Wealth, Inc. |
| 2.51% | 2.41% | #29 | $26.9M | 556,651 | $23.1M | 482,789 | +73,862+15.30% | Add |
| Mattern Wealth Management LLC |
| 4.35% | 4.96% | #9 | $26.5M | 548,877 | $25.4M | 530,248 | +18,629+3.51% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #270 | $23.3M | 481,181 | $20.1M | 418,517 | +62,664+14.97% | Add |
| ASPIRIANT, LLC |
| 0.52% | 0.59% | #94 | $20.9M | 432,596 | $20.5M | 428,736 | +3,860+0.90% | Add |
| HFM Investment Advisors, LLC |
| 7.27% | 6.6% | #4 | $20.7M | 428,712 | $17.2M | 358,188 | +70,524+19.69% | Add |
| Integrated Wealth Concepts LLC |
| 0.09% | 0.08% | #170 | $18.9M | 391,663 | $9.8M | 204,700 | +186,963+91.34% | Add |
| Savant Capital, LLC |
| 0.05% | 0.07% | #193 | $18.2M | 376,015 | $14.9M | 310,743 | +65,272+21.01% | Add |
| Austin Wealth Management, LLC |
| 3.71% | 3.57% | #14 | $17.5M | 364,914 | $15.7M | 327,330 | +37,584+11.48% | Add |
| Vestment Financial LLC |
| 7.61% | 7.31% | #3 | $17.0M | 351,964 | $15.5M | 320,538 | +31,426+9.80% | Add |
| ASSETMARK, INC |
| 0.03% | 0.03% | #210 | $16.9M | 350,598 | $15.9M | 332,594 | +18,004+5.41% | Add |
| Yardley Wealth Management LLC |
| 7.21% | 7.87% | #5 | $15.9M | 328,185 | $15.4M | 320,613 | +7,572+2.36% | Add |
| Wheelhouse Advisory Group LLC |
| 4.34% | 4.4% | #11 | $15.4M | 318,359 | $13.3M | 276,943 | +41,416+14.95% | Add |
| HighTower Advisors, LLC |
| 0.01% | 0.03% | #227 | $14.0M | 290,185 | $28.3M | 589,440 | -299,255-50.77% | Reduce |
| Resonant Capital Advisors, LLC |
| 0.65% | 0.68% | #84 | $13.6M | 280,894 | $13.0M | 270,450 | +10,444+3.86% | Add |
| Brady Martz Wealth Solutions, LLC |
| 1.99% | 2.02% | #38 | $13.2M | 272,899 | $11.9M | 247,711 | +25,188+10.17% | Add |
| Strathmore Capital Advisors, Inc. |
| 3.3% | 3.7% | #18 | $12.2M | 255,575 | $13.1M | 270,876 | -15,301-5.65% | Reduce |
| DOPKINS WEALTH MANAGEMENT, LLC |
| 4.35% | 4.62% | #10 | $12.0M | 247,398 | $11.5M | 239,917 | +7,481+3.12% | Add |
| Vested Financial Planning, LLC |
| 7.96% | 7.4% | #1 | $11.8M | 245,079 | $9.7M | 202,623 | +42,456+20.95% | Add |
| Allworth Financial LP |
| 0.05% | 0.04% | #196 | $11.5M | 237,528 | $10.9M | 227,614 | +9,914+4.36% | Add |
| ENTREWEALTH, LLC |
| 4.13% | 4.59% | #12 | $11.2M | 233,430 | $10.2M | 213,809 | +19,621+9.18% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | <0.01% | #229 | $11.1M | 230,567 | $3.0M | 61,782 | +168,785+273.19% | Add |
| West Financial Advisors, LLC |
| 1.58% | 1.64% | #44 | $10.4M | 215,661 | $9.7M | 201,939 | +13,722+6.80% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.02% | 0.02% | #220 | $10.2M | 212,330 | $10.0M | 208,369 | +3,961+1.90% | Add |
| 55 North Private Wealth, LLC |
| 2.01% | 1.46% | #37 | $10.2M | 211,718 | $5.7M | 118,705 | +93,013+78.36% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #263 | $9.8M | 203,458 | $6.6M | 138,602 | +64,856+46.79% | Add |
| Plancorp, LLC |
| 0.24% | 0.24% | #136 | $9.7M | 201,949 | $8.5M | 175,945 | +26,004+14.78% | Add |
| Citrine Capital LLC |
| 3.59% | 4.01% | #15 | $9.7M | 200,893 | $9.2M | 192,884 | +8,009+4.15% | Add |
| Guardian Wealth Management, LLC |
| 2.68% | 2.72% | #25 | $9.6M | 198,012 | $9.0M | 186,884 | +11,128+5.95% | Add |
| 25 LLC |
| 2.59% | 3.07% | #26 | $9.4M | 195,416 | $10.0M | 208,063 | -12,647-6.08% | Reduce |
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
| 0.14% | 0.16% | #154 | $9.2M | 189,628 | $9.8M | 205,362 | -15,734-7.66% | Reduce |
| Outbound Financial Inc |
| 5.9% | — | #7 | $9.1M | 188,504 | $0 | 0 | +188,504 | New Buy |
| VESTIA PERSONAL WEALTH ADVISORS |
| 2.87% | 3.33% | #23 | $8.6M | 178,237 | $7.1M | 147,771 | +30,466+20.62% | Add |
| Porter White Investment Advisors, Inc. |
| 3.29% | 3.26% | #19 | $8.5M | 176,591 | $8.1M | 169,995 | +6,596+3.88% | Add |
