| Forum Financial Management, LP |
| 6.7% | 6.59% | #5 | $521.5M | 18.0M | $465.7M | 17.5M | +477,857+2.73% | Add |
| Savant Capital, LLC |
| 1.31% | 1.64% | #67 | $444.6M | 15.3M | $338.9M | 12.7M | +2.6M+20.39% | Add |
| JMG Financial Group, Ltd. |
| 4.7% | 4.68% | #9 | $194.4M | 6.7M | $168.6M | 6.3M | +366,346+5.77% | Add |
| Focus Partners Wealth |
| 0.12% | 0.12% | #179 | $114.7M | 4.0M | $108.3M | 4.1M | -115,982-2.85% | Reduce |
| BRIGHTON JONES LLC |
| 1.63% | 3.13% | #53 | $87.8M | 3.0M | $74.4M | 2.8M | +232,208+8.30% | Add |
| TCI Wealth Advisors, Inc. |
| 3.52% | 3.93% | #19 | $81.3M | 2.8M | $74.0M | 2.8M | +21,100+0.76% | Add |
| Wealthspire Advisors, LLC |
| 0.44% | 0.58% | #114 | $80.5M | 2.8M | $73.2M | 2.8M | +21,785+0.79% | Add |
| LifeGuide Financial Advisors, LLC |
| 21.4% | 21.33% | #1 | $75.1M | 2.6M | $66.7M | 2.5M | +84,248+3.36% | Add |
| Focus Partners Advisor Solutions, LLC |
| 0.53% | 0.47% | #103 | $62.8M | 2.2M | $47.0M | 1.8M | +391,145+22.01% | Add |
| DiNuzzo Private Wealth, Inc. |
| 5.28% | 5.27% | #7 | $53.4M | 1.8M | $48.9M | 1.8M | +4,529+0.25% | Add |
| MASECO LLP |
| 1.31% | 1.3% | #65 | $46.6M | 1.6M | $41.3M | 1.6M | +53,177+3.42% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #255 | $37.7M | 1.3M | $32.4M | 1.2M | +81,583+6.70% | Add |
| Rather & Kittrell, Inc. |
| 4.83% | 4.55% | #8 | $34.6M | 1.2M | $29.5M | 1.1M | +83,586+7.53% | Add |
| Rockwood Wealth Management, LLC |
| 2.11% | 1.91% | #36 | $33.4M | 1.2M | $26.8M | 1.0M | +145,642+14.47% | Add |
| Summit Financial Strategies, Inc. |
| 2.27% | 2.22% | #33 | $32.4M | 1.1M | $28.2M | 1.1M | +54,592+5.14% | Add |
| Creative Capital Management Investments LLC |
| 7% | 6.85% | #4 | $30.3M | 1.0M | $23.9M | 898,626 | +148,926+16.57% | Add |
| Financial Plan, Inc. |
| 2.77% | 2.64% | #27 | $29.1M | 1.0M | $24.7M | 927,539 | +78,663+8.48% | Add |
| Great Waters Wealth Management |
| 2.55% | 2.5% | #29 | $27.6M | 951,736 | $23.6M | 888,367 | +63,369+7.13% | Add |
| WPWealth LLP |
| 3.99% | 3.91% | #15 | $26.9M | 927,899 | $25.6M | 963,275 | -35,376-3.67% | Reduce |
| Guardian Wealth Management, LLC |
| 7.41% | 7.3% | #3 | $26.4M | 912,517 | $24.1M | 905,321 | +7,196+0.79% | Add |
| Wescott Financial Advisory Group, LLC |
| 2.02% | 2.12% | #39 | $26.0M | 898,892 | $24.1M | 908,162 | -9,270-1.02% | Reduce |
| Verisail Partners, LLC |
| 9.35% | 9.3% | #2 | $25.2M | 870,403 | $22.9M | 862,304 | +8,099+0.94% | Add |
| OneDigital Investment Advisors LLC |
| 0.2% | 0.21% | #150 | $24.0M | 827,005 | $21.8M | 820,150 | +6,855+0.84% | Add |
| Index Fund Advisors, Inc. |
| 0.94% | 1.05% | #85 | $23.7M | 819,333 | $23.4M | 881,680 | -62,347-7.07% | Reduce |
| RS CRUM INC. |
| 3.66% | 3.42% | #17 | $19.5M | 674,314 | $17.7M | 665,326 | +8,988+1.35% | Add |
| Beacon Pointe Advisors, LLC |
| 0.09% | 0.11% | #190 | $19.3M | 665,263 | $21.6M | 813,973 | -148,710-18.27% | Reduce |
| Wealth Management Nebraska |
| 1.71% | 1.67% | #48 | $19.1M | 659,883 | $16.5M | 620,513 | +39,370+6.34% | Add |
| Quantum Financial Advisors, LLC |
| 1.65% | 1.93% | #51 | $18.9M | 653,829 | $17.2M | 646,029 | +7,800+1.21% | Add |
| Integris Wealth Management, LLC |
| 3.78% | 3.73% | #16 | $18.7M | 646,737 | $16.2M | 610,267 | +36,470+5.98% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #273 | $18.3M | 631,263 | $8.9M | 336,697 | +294,566+87.49% | Add |
| Private Wealth Management Group, LLC |
| 4.16% | 4.24% | #13 | $17.9M | 618,649 | $16.2M | 608,166 | +10,483+1.72% | Add |
| Level Financial Advisors |
| 4% | 3.95% | #14 | $17.9M | 618,117 | $15.5M | 582,284 | +35,833+6.15% | Add |
| Evanson Financial, LLC |
| 0.82% | — | #89 | $16.6M | 574,362 | $0 | 0 | +574,362 | New Buy |
| Aspen Capital Management, LLC |
| 3.54% | 3.6% | #18 | $16.0M | 553,939 | $14.5M | 546,636 | +7,303+1.34% | Add |
| Planning Center, Inc. |
| 1.51% | 1.47% | #59 | $16.0M | 551,990 | $14.5M | 547,107 | +4,883+0.89% | Add |
| AWM CAPITAL, LLC |
| 1.21% | 0.8% | #71 | $15.1M | 519,832 | $8.9M | 333,037 | +186,795+56.09% | Add |
| Syverson Strege & Co |
| 3.02% | 3.04% | #26 | $13.9M | 478,322 | $12.7M | 476,086 | +2,236+0.47% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.18% | 0.18% | #154 | $13.6M | 470,460 | $11.6M | 434,842 | +35,618+8.19% | Add |
| Geometric Wealth Advisors |
| 1.46% | 1.48% | #62 | $13.5M | 465,667 | $11.8M | 444,723 | +20,944+4.71% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.02% | 0.01% | #228 | $13.3M | 455,872 | $6.4M | 235,644 | +220,228+93.46% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.02% | #235 | $13.2M | 457,141 | $11.7M | 439,043 | +18,098+4.12% | Add |
| McLean Asset Management Corp |
| 1.7% | 1.24% | #49 | $12.8M | 430,559 | $7.1M | 267,340 | +163,219+61.05% | Add |
| Allworth Financial LP |
| 0.05% | 0.04% | #204 | $12.4M | 428,449 | $9.0M | 338,740 | +89,709+26.48% | Add |
| FLOW TRADERS U.S. LLC |
| 0.48% | — | #107 | $11.8M | 405,981 | $0 | 0 | +405,981 | New Buy |
| American Investment Services, Inc. |
| 2.37% | 2.13% | #31 | $11.2M | 386,559 | $9.5M | 358,613 | +27,946+7.79% | Add |
| SJS Investment Consulting Inc. |
| 1.19% | 1.07% | #72 | $11.0M | 378,778 | $8.8M | 329,549 | +49,229+14.94% | Add |
| Sprinkle Financial Consultants LLC |
| 4.3% | 4.6% | #11 | $11.0M | 378,545 | $10.0M | 375,364 | +3,181+0.85% | Add |
| XY Planning Network, Inc. |
| 1.36% | 1.48% | #63 | $10.8M | 374,316 | $9.3M | 346,201 | +28,115+8.12% | Add |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC |
| 5.46% | 5.48% | #6 | $10.7M | 370,107 | $9.6M | 359,686 | +10,421+2.90% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.1% | 0.12% | #186 | $10.6M | 366,862 | $10.9M | 411,583 | -44,721-10.87% | Reduce |
