| Pure Financial Advisors, LLC |
| 2.31% | 2.33% | #32 | $180.0M | 2.2M | $160.9M | 2.2M | -37,702-1.69% | Reduce |
| Bernicke Wealth Management, Ltd. |
| 18.83% | — | #3 | $162.2M | 2.0M | $0 | 0 | +2.0M | New Buy |
| BRIGHTON JONES LLC |
| 1.79% | 3.1% | #38 | $96.4M | 1.2M | $73.6M | 1.0M | +154,489+15.12% | Add |
| LRI Investments, LLC |
| 6.25% | 6.32% | #15 | $87.9M | 1.1M | $71.3M | 989,477 | +82,430+8.33% | Add |
| Your Advocates Ltd., LLP |
| 24.58% | 23.37% | #1 | $86.0M | 1.0M | $76.6M | 1.1M | -14,052-1.32% | Reduce |
| Quantum Financial Advisors, LLC |
| 6.38% | 6.72% | #14 | $73.4M | 894,764 | $59.9M | 831,323 | +63,441+7.63% | Add |
| Rather & Kittrell, Inc. |
| 8.32% | 7.47% | #10 | $59.5M | 726,297 | $48.4M | 671,656 | +54,641+8.14% | Add |
| Integrated Wealth Concepts LLC |
| 0.27% | 0.2% | #91 | $55.2M | 672,906 | $24.6M | 340,704 | +332,202+97.50% | Add |
| Stratos Investment Management, LLC |
| 1.97% | 1.85% | #36 | $54.5M | 664,264 | $46.2M | 640,939 | +23,325+3.64% | Add |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 0.53% | 0.53% | #73 | $51.2M | 624,972 | $42.8M | 594,014 | +30,958+5.21% | Add |
| MONOGRAPH WEALTH ADVISORS, LLC |
| 3.82% | 3.55% | #24 | $46.5M | 567,396 | $37.4M | 519,115 | +48,281+9.30% | Add |
| Private Advisor Group, LLC |
| 0.2% | 0.22% | #104 | $44.6M | 544,143 | $47.4M | 658,221 | -114,078-17.33% | Reduce |
| OneDigital Investment Advisors LLC |
| 0.37% | 0.36% | #80 | $44.3M | 540,704 | $37.3M | 516,956 | +23,748+4.59% | Add |
| Annandale Capital, LLC |
| 5.51% | 4.44% | #17 | $41.3M | 503,749 | $31.5M | 436,418 | +67,331+15.43% | Add |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
| 1.87% | 1.96% | #37 | $37.8M | 461,690 | $34.5M | 478,148 | -16,458-3.44% | Reduce |
| SC&H Financial Advisors, Inc. |
| 4.92% | 4.61% | #18 | $37.1M | 452,203 | $30.6M | 423,921 | +28,282+6.67% | Add |
| KFG WEALTH MANAGEMENT, LLC |
| 3.78% | 3.81% | #25 | $33.4M | 407,966 | $29.5M | 409,339 | -1,373-0.34% | Reduce |
| Keyes, Stange & Wooten Wealth Management, LLC |
| 13.26% | 12.3% | #6 | $33.2M | 405,324 | $27.6M | 382,444 | +22,880+5.98% | Add |
| BCO Wealth Management LLC |
| 18.11% | 17.24% | #4 | $33.2M | 405,069 | $28.7M | 398,200 | +6,869+1.73% | Add |
| GREAT OAK CAPITAL PARTNERS, LLC |
| 7.13% | 6.88% | #12 | $33.0M | 400,422 | $29.6M | 395,000 | +5,422+1.37% | Add |
| Hardy Reed LLC |
| 2.09% | 1.84% | #34 | $32.6M | 397,070 | $25.3M | 350,643 | +46,427+13.24% | Add |
| Sageworth Trust Co |
| 1.2% | — | #52 | $30.5M | 372,379 | $0 | 0 | +372,379 | New Buy |
| BEACON HILL WEALTH MANAGEMENT LTD. |
| 19.75% | — | #2 | $28.5M | 347,773 | $0 | 0 | +347,773 | New Buy |
| Betterment LLC |
| 0.05% | 0.05% | #148 | $28.0M | 341,912 | $24.7M | 343,122 | -1,210-0.35% | Reduce |
| Geneos Wealth Management Inc. |
| 0.57% | 0.55% | #68 | $28.0M | 341,244 | $23.8M | 330,301 | +10,943+3.31% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #192 | $27.6M | 336,258 | $21.3M | 295,380 | +40,878+13.84% | Add |
| OSAIC HOLDINGS, INC. |
| 0.03% | 0.02% | #160 | $27.1M | 330,075 | $13.8M | 191,188 | +138,887+72.64% | Add |
| RIVERCHASE WEALTH MANAGEMENT, LLC |
| 12.6% | 11.92% | #7 | $27.0M | 329,785 | $22.9M | 317,331 | +12,454+3.92% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.06% | 0.05% | #143 | $24.5M | 298,555 | $18.9M | 261,713 | +36,842+14.08% | Add |
| Vantage Point Financial LLC |
| 7.09% | 7.62% | #13 | $23.3M | 284,211 | $21.7M | 301,244 | -17,033-5.65% | Reduce |
| SageOak Financial, LLC |
| 14.5% | 13.68% | #5 | $22.3M | 271,900 | $19.5M | 270,193 | +1,707+0.63% | Add |
| Mariner, LLC |
| 0.02% | 0.02% | #170 | $22.0M | 268,947 | $17.1M | 237,397 | +31,550+13.29% | Add |
| Cypress Point Wealth Management, LLC |
| 4.17% | 3.94% | #20 | $20.5M | 249,842 | $18.3M | 253,556 | -3,714-1.46% | Reduce |
| Orion Porfolio Solutions, LLC |
| 0.15% | 0.14% | #112 | $19.0M | 231,715 | $16.2M | 224,160 | +7,555+3.37% | Add |
| Altiora Financial Group, LLC |
| 2.88% | 2.65% | #27 | $18.3M | 223,160 | $16.1M | 222,925 | +235+0.11% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.02% | #172 | $17.4M | 211,734 | $14.8M | 205,469 | +6,265+3.05% | Add |
| Amicus Financial Advisors, LLC |
| 3.91% | 1.3% | #23 | $15.9M | 194,121 | $4.7M | 65,380 | +128,741+196.91% | Add |
| Hutchens & Kramer Investment Management Group, LLC |
| 4.26% | 4.52% | #19 | $15.9M | 193,799 | $14.3M | 198,297 | -4,498-2.27% | Reduce |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management |
| 10.3% | 8.28% | #9 | $14.7M | 178,804 | $10.9M | 151,374 | +27,430+18.12% | Add |
| DecisionPoint Financial, LLC |
| 2.53% | 2.57% | #28 | $13.6M | 166,389 | $11.9M | 165,510 | +879+0.53% | Add |
| Heritage Investment Group, Inc. |
| 1.79% | 1.84% | #39 | $13.3M | 162,743 | $12.1M | 168,236 | -5,493-3.27% | Reduce |
| Essential Planning, LLC. |
| 3.76% | 3.12% | #26 | $13.3M | 162,396 | $9.8M | 136,334 | +26,062+19.12% | Add |
| Farther Finance Advisors, LLC |
| 0.1% | 0.11% | #124 | $12.8M | 155,897 | $11.3M | 156,407 | -510-0.33% | Reduce |
| Morton Capital Management LLC/CA |
| 1.73% | 1.66% | #40 | $12.6M | 154,034 | $11.1M | 154,556 | -522-0.34% | Reduce |
| EverSource Wealth Advisors, LLC |
| 0.42% | 0.37% | #75 | $12.6M | 153,132 | $12.2M | 169,271 | -16,139-9.53% | Reduce |
| HEFFERNAN ADVISORY, INC |
| 10.42% | 9.89% | #8 | $12.4M | 151,842 | $10.7M | 147,863 | +3,979+2.69% | Add |
| PARK AVENUE SECURITIES LLC |
| 0.07% | 0.07% | #136 | $11.9M | 145,118 | $9.0M | 124,859 | +20,259+16.23% | Add |
| B&D White Capital Company, LLC |
| 1.14% | 1.25% | #55 | $11.5M | 140,042 | $10.1M | 140,042 | 00.00% | Unchanged |
| M Holdings Securities, Inc. |
| 1.51% | 0.77% | #46 | $11.1M | 135,279 | $11.2M | 141,275 | -5,996-4.24% | Reduce |
| Aspen Capital Management, LLC |
| 2.32% | 2.1% | #31 | $10.5M | 128,126 | $8.5M | 117,840 | +10,286+8.73% | Add |
