| Avantax Planning Partners, Inc. |
| 3.03% | 3.19% | #13 | $121.8M | 2.5M | $116.4M | 2.4M | +85,179+3.50% | Add |
| LPL Financial LLC |
| 0.02% | 0.02% | #158 | $82.1M | 1.7M | $74.5M | 1.6M | +141,165+9.07% | Add |
| Rice Partnership, LLC |
| 9.54% | 9.74% | #2 | $78.6M | 1.6M | $71.3M | 1.5M | +134,632+9.03% | Add |
| FSM Wealth Advisors, LLC |
| 7.1% | 7.16% | #3 | $66.7M | 1.4M | $55.7M | 1.2M | +214,245+18.39% | Add |
| Hills Bank & Trust Co |
| 2.6% | 0.97% | #18 | $61.2M | 1.3M | $20.0M | 417,820 | +847,653+202.88% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #201 | $57.1M | 1.2M | $51.6M | 1.1M | +103,047+9.56% | Add |
| HighTower Advisors, LLC |
| 0.05% | 0.05% | #126 | $48.0M | 991,898 | $47.0M | 982,690 | +9,208+0.94% | Add |
| Parallel Advisors, LLC |
| 0.73% | 0.76% | #50 | $47.8M | 988,934 | $42.2M | 883,008 | +105,926+12.00% | Add |
| Prime Capital Investment Advisors, LLC |
| 0.43% | 0.51% | #68 | $44.7M | 924,746 | $44.3M | 927,039 | -2,293-0.25% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #172 | $42.5M | 878,679 | $29.3M | 612,587 | +266,092+43.44% | Add |
| Cetera Investment Advisers |
| 0.04% | 0.04% | #133 | $39.1M | 808,930 | $36.2M | 757,482 | +51,448+6.79% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #211 | $27.5M | 569,467 | $23.0M | 469,623 | +99,844+21.26% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.01% | 0.01% | #164 | $27.5M | 567,754 | $21.3M | 444,980 | +122,774+27.59% | Add |
| Goldstone Financial Group, LLC |
| 2.5% | 2.79% | #19 | $27.4M | 566,365 | $25.8M | 538,595 | +27,770+5.16% | Add |
| Kestra Investment Management, LLC |
| 0.5% | 0.55% | #64 | $25.8M | 534,010 | $31.7M | 663,626 | -129,616-19.53% | Reduce |
| Hughes Financial Services, LLC |
| 3.17% | 3.32% | #11 | $23.9M | 495,030 | $21.6M | 451,493 | +43,537+9.64% | Add |
| Midwest Financial Partners Investments, Inc. |
| 9.69% | 11.56% | #1 | $23.3M | 482,644 | $21.8M | 455,947 | +26,697+5.86% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | <0.01% | #198 | $22.1M | 456,577 | $17.6M | 368,315 | +88,262+23.96% | Add |
| ForthRight Wealth Management, LLC |
| 5.64% | 5.72% | #5 | $22.0M | 455,739 | $20.2M | 421,698 | +34,041+8.07% | Add |
| Apella Capital, LLC |
| 0.3% | 0.3% | #75 | $21.3M | 441,355 | $20.0M | 411,563 | +29,792+7.24% | Add |
| KMG FIDUCIARY PARTNERS, LLC |
| 1.65% | 1.26% | #26 | $17.7M | 366,185 | $17.0M | 356,185 | +10,000+2.81% | Add |
| Certified Advisory Corp |
| 1.42% | 1.51% | #28 | $17.6M | 364,814 | $16.8M | 351,573 | +13,241+3.77% | Add |
| Peak Financial Management, Inc. |
| 3.97% | 4.18% | #8 | $17.3M | 357,597 | $16.5M | 344,083 | +13,514+3.93% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.02% | #155 | $15.7M | 325,000 | $14.9M | 310,728 | +14,272+4.59% | Add |
| ADE, LLC |
| 6.26% | 6.84% | #4 | $14.8M | 306,297 | $14.3M | 298,475 | +7,822+2.62% | Add |
| Modern Wealth Management, LLC |
| 0.16% | — | #89 | $13.3M | 275,212 | $0 | 0 | +275,212 | New Buy |
| Stadion Money Management, LLC |
| 0.99% | 1.15% | #41 | $11.4M | 237,297 | $11.4M | 238,297 | -1,000-0.42% | Reduce |
| CGN Advisors LLC |
| 0.82% | 0.83% | #48 | $11.2M | 232,330 | $10.5M | 220,081 | +12,249+5.57% | Add |
| MAI Capital Management |
| 0.04% | 0.06% | #130 | $10.6M | 220,129 | $10.0M | 209,408 | +10,721+5.12% | Add |
| ACIMA PRIVATE WEALTH, LLC |
| 3.02% | 3.17% | #14 | $10.4M | 215,439 | $10.1M | 211,048 | +4,391+2.08% | Add |
| Summit Financial, LLC |
| 0.11% | 0.12% | #102 | $10.3M | 213,225 | $9.5M | 198,455 | +14,770+7.44% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #210 | $10.0M | 206,281 | $17.1M | 357,688 | -151,407-42.33% | Reduce |
| ARQ WEALTH ADVISORS, LLC |
| 1.23% | — | #33 | $9.9M | 207,372 | $0 | 0 | +207,372 | New Buy |
| Peterson Wealth Advisors, LLC |
| 1.13% | 1.22% | #36 | $9.6M | 198,525 | $9.2M | 191,457 | +7,068+3.69% | Add |
| Destiny Wealth Partners, LLC |
| 1.23% | 1.63% | #32 | $9.1M | 189,248 | $14.9M | 311,935 | -122,687-39.33% | Reduce |
| Fiduciary Alliance LLC |
| 0.6% | 0.52% | #59 | $8.9M | 185,036 | $8.6M | 178,828 | +6,208+3.47% | Add |
| Bleakley Financial Group, LLC |
| 0.11% | 0.13% | #105 | $8.6M | 178,555 | $8.4M | 175,929 | +2,626+1.49% | Add |
| Baird Financial Group, Inc. |
| 0.01% | 0.01% | #169 | $8.5M | 175,141 | $8.2M | 170,788 | +4,353+2.55% | Add |
| Cadent Capital Advisors, LLC |
| 1.68% | 1.98% | #25 | $8.2M | 168,597 | $7.7M | 160,223 | +8,374+5.23% | Add |
| Broadway Wealth Solutions, Inc. |
| 3.74% | 3.78% | #9 | $8.0M | 165,627 | $7.3M | 152,731 | +12,896+8.44% | Add |
| Ignite Planners, LLC |
| 1.09% | 1.18% | #37 | $7.9M | 163,239 | $7.6M | 159,584 | +3,655+2.29% | Add |
| Financial Management Professionals, Inc. |
| 0.73% | 0.78% | #49 | $7.7M | 159,347 | $6.9M | 144,846 | +14,501+10.01% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.01% | 0.02% | #170 | $7.6M | 157,488 | $10.0M | 209,274 | -51,786-24.75% | Reduce |
| NewEdge Advisors, LLC |
| 0.02% | 0.03% | #150 | $7.6M | 156,216 | $8.2M | 170,886 | -14,670-8.58% | Reduce |
| Windsor Capital Management, LLC |
| 1.93% | 2.04% | #22 | $7.4M | 153,939 | $7.2M | 151,601 | +2,338+1.54% | Add |
| AssuredPartners Investment Advisors, LLC |
| 0.72% | 0.75% | #52 | $7.4M | 153,213 | $6.9M | 144,486 | +8,727+6.04% | Add |
| PATTON ALBERTSON MILLER GROUP, LLC |
| 0.72% | 0.08% | #51 | $7.3M | 150,308 | $635,863 | 13,297 | +137,011+1,030.39% | Add |
| Sonoma Allocations LLC |
| 2.73% | 2.34% | #17 | $7.3M | 150,342 | $6.8M | 142,252 | +8,090+5.69% | Add |
| CARY STREET PARTNERS FINANCIAL LLC |
| 0.16% | 0.12% | #90 | $7.1M | 147,747 | $5.0M | 105,293 | +42,454+40.32% | Add |
| Manske Wealth Management |
| 1.74% | 1.6% | #23 | $7.0M | 144,822 | $5.7M | 119,102 | +25,720+21.59% | Add |