| Focus Partners Wealth |
| 0.09% | 0.1% | #150 | $88.1M | 3.4M | $89.1M | 3.6M | -208,934-5.84% | Reduce |
| HighTower Advisors, LLC |
| 0.07% | 0.07% | #162 | $71.2M | 2.7M | $63.7M | 2.7M | +28,547+1.06% | Add |
| Root Financial Partners, LLC |
| 2.36% | 2.32% | #26 | $60.8M | 2.3M | $50.1M | 2.1M | +208,525+9.85% | Add |
| Vise Technologies, Inc. |
| 0.65% | 0.76% | #70 | $57.3M | 2.2M | $38.9M | 1.7M | +495,017+29.18% | Add |
| PRUDENTIAL FINANCIAL INC |
| 0.06% | 0.06% | #171 | $52.6M | 2.0M | $52.0M | 2.2M | -188,850-8.58% | Reduce |
| Elwood & Goetz Wealth Advisory Group, LLC |
| 6.95% | 10.15% | #2 | $47.0M | 1.8M | $59.8M | 2.5M | -734,130-29.02% | Reduce |
| RAM Investment Partners, LLC |
| 6.1% | 5.93% | #5 | $38.1M | 1.5M | $33.8M | 1.4M | +29,040+2.03% | Add |
| Moisand Fitzgerald Tamayo, LLC |
| 3.72% | 3.67% | #12 | $38.1M | 1.5M | $34.2M | 1.4M | +10,888+0.75% | Add |
| Savant Capital, LLC |
| 0.09% | 0.08% | #149 | $31.5M | 1.2M | $16.9M | 712,926 | +481,443+67.53% | Add |
| GREAT OAK CAPITAL PARTNERS, LLC |
| 6.2% | 6.04% | #4 | $28.7M | 1.1M | $25.9M | 1.1M | +25,839+2.45% | Add |
| Rather & Kittrell, Inc. |
| 3.69% | 3.67% | #14 | $26.4M | 1.0M | $23.8M | 1.0M | +4,015+0.40% | Add |
| Beacon Pointe Advisors, LLC |
| 0.11% | 0.12% | #137 | $24.5M | 936,661 | $22.0M | 928,339 | +8,322+0.90% | Add |
| Sequoia Financial Advisors, LLC |
| 0.1% | 0.09% | #147 | $19.8M | 757,577 | $16.7M | 706,829 | +50,748+7.18% | Add |
| Burton Enright Welch |
| 2.31% | 2.24% | #28 | $19.6M | 750,411 | $16.5M | 698,117 | +52,294+7.49% | Add |
| Wealth Dimensions Group, Ltd. |
| 3.36% | 3.28% | #18 | $18.8M | 717,843 | $16.6M | 703,935 | +13,908+1.98% | Add |
| PHILLIPS FINANCIAL MANAGEMENT, LLC |
| 1.26% | 1.19% | #49 | $17.2M | 657,049 | $16.4M | 694,952 | -37,903-5.45% | Reduce |
| United Wealth Management, LLC |
| 3.53% | 3.5% | #15 | $15.7M | 600,451 | $14.1M | 594,705 | +5,746+0.97% | Add |
| North Berkeley Wealth Management, LLC |
| 6.27% | 5.27% | #3 | $15.5M | 592,931 | $10.0M | 421,217 | +171,714+40.77% | Add |
| Fidato Wealth LLC |
| 8.31% | 8.18% | #1 | $14.2M | 543,699 | $12.6M | 532,481 | +11,218+2.11% | Add |
| LRI Investments, LLC |
| 0.97% | 0.97% | #62 | $13.6M | 518,972 | $10.9M | 462,365 | +56,607+12.24% | Add |
| Core Wealth Management, Inc. |
| 3.71% | 3.52% | #13 | $13.2M | 504,582 | $11.5M | 485,351 | +19,231+3.96% | Add |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC |
| 1.04% | 1.02% | #61 | $13.1M | 502,097 | $11.3M | 455,801 | +46,296+10.16% | Add |
| Pathstone Holdings, LLC |
| 0.04% | 0.05% | #183 | $12.3M | 470,402 | $12.1M | 509,846 | -39,444-7.74% | Reduce |
| Concurrent Investment Advisors, LLC |
| 0.1% | 0.11% | #142 | $12.3M | 469,889 | $10.6M | 446,859 | +23,030+5.15% | Add |
| Focus Partners Advisor Solutions, LLC |
| 0.1% | 0.1% | #146 | $11.8M | 451,563 | $10.1M | 428,799 | +22,764+5.31% | Add |
| Onyx Financial Advisors, LLC |
| 4.16% | 4.06% | #9 | $11.6M | 441,767 | $9.8M | 413,239 | +28,528+6.90% | Add |
| PINNEY & SCOFIELD, INC. |
| 5.62% | 5.5% | #6 | $11.5M | 439,581 | $10.2M | 431,323 | +8,258+1.91% | Add |
| Aspen Wealth Management LLC |
| 1.95% | 1.84% | #34 | $11.5M | 438,451 | $9.2M | 389,654 | +48,797+12.52% | Add |
| SATOVSKY ASSET MANAGEMENT LLC |
| 1.82% | 1.79% | #36 | $11.4M | 435,281 | $10.1M | 428,038 | +7,243+1.69% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #243 | $11.0M | 420,815 | $10.8M | 458,322 | -37,507-8.18% | Reduce |
| Timonier Family Office, LTD. |
| 3.06% | — | #20 | $10.8M | 414,263 | $0 | 0 | +414,263 | New Buy |
| LPL Financial LLC |
| <0.01% | <0.01% | #248 | $10.8M | 412,325 | $9.0M | 382,140 | +30,185+7.90% | Add |
| Betterment LLC |
| 0.02% | 0.02% | #201 | $10.6M | 405,281 | $9.0M | 381,693 | +23,588+6.18% | Add |
| Forum Financial Management, LP |
| 0.13% | 0.13% | #128 | $10.4M | 395,886 | $9.5M | 401,108 | -5,222-1.30% | Reduce |
| Apella Capital, LLC |
| 0.15% | 0.15% | #123 | $10.3M | 386,053 | $10.0M | 388,192 | -2,139-0.55% | Reduce |
| Crestmont Private Wealth LLC |
| 2.87% | 2.53% | #21 | $10.2M | 390,810 | $8.0M | 339,149 | +51,661+15.23% | Add |
| Pillar Financial Advisors, LLC |
| 4.96% | 4.88% | #7 | $9.5M | 362,169 | $8.4M | 353,086 | +9,083+2.57% | Add |
| MONETA GROUP INVESTMENT ADVISORS LLC |
| 0.06% | 0.01% | #165 | $8.7M | 332,365 | $1.8M | 74,277 | +258,088+347.47% | Add |
| Straight Path Wealth Management |
| 2.02% | 2.03% | #33 | $8.6M | 329,831 | $7.6M | 322,096 | +7,735+2.40% | Add |
| D. E. Shaw & Co., Inc. |
| <0.01% | <0.01% | #232 | $8.5M | 323,800 | $413,615 | 17,489 | +306,311+1,751.45% | Add |
| Financial Harvest, LLC |
| 3.47% | 4.1% | #16 | $8.4M | 320,415 | $7.0M | 294,265 | +26,150+8.89% | Add |
| Atria Investments, Inc |
| 0.08% | — | #153 | $8.3M | 318,109 | $0 | 0 | +318,109 | New Buy |
| Dynamic Advisor Solutions LLC |
| 0.23% | 0.23% | #107 | $8.1M | 308,340 | $7.4M | 314,590 | -6,250-1.99% | Reduce |
| CURIO WEALTH, LLC |
| 2.44% | 2.3% | #23 | $7.9M | 300,258 | $6.7M | 284,799 | +15,459+5.43% | Add |
| AWM CAPITAL, LLC |
| 0.61% | 0.57% | #74 | $7.6M | 291,455 | $6.3M | 265,232 | +26,223+9.89% | Add |
| Vannoy Advisory Group, Inc. |
| 4.18% | 4.23% | #8 | $7.4M | 282,604 | $6.7M | 282,335 | +269+0.10% | Add |
| Integrated Wealth Concepts LLC |
| 0.03% | 0.03% | #187 | $6.8M | 259,260 | $3.5M | 149,329 | +109,931+73.62% | Add |
| Beaird Harris Wealth Management, LLC |
| 0.42% | 0.67% | #85 | $6.8M | 258,386 | $9.9M | 417,511 | -159,125-38.11% | Reduce |
| Pinnacle Financial Group, LLC / IL |
| 1.64% | 1.67% | #38 | $6.7M | 257,634 | $6.1M | 258,048 | -414-0.16% | Reduce |
| Private Advisor Group, LLC |
| 0.03% | 0.03% | #190 | $6.7M | 256,111 | $6.9M | 293,827 | -37,716-12.84% | Reduce |
