| Focus Partners Wealth |
| 0.4% | 0.39% | #35 | $389.3M | 2.1M | $353.0M | 2.1M | +27,256+1.33% | Add |
| SFMG, LLC |
| 6.31% | 6.29% | #3 | $104.8M | 560,714 | $93.0M | 541,590 | +19,124+3.53% | Add |
| Tolleson Wealth Management, Inc. |
| 12.89% | — | #1 | $95.7M | 511,934 | $0 | 0 | +511,934 | New Buy |
| LPL Financial LLC |
| 0.02% | 0.02% | #111 | $69.9M | 373,850 | $60.6M | 352,798 | +21,052+5.97% | Add |
| Perennial Investment Advisors, LLC |
| 3.74% | 4.35% | #5 | $56.2M | 300,970 | $54.5M | 317,764 | -16,794-5.29% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #118 | $38.6M | 206,813 | $36.6M | 213,361 | -6,548-3.07% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #146 | $38.4M | 205,402 | $37.8M | 220,498 | -15,096-6.85% | Reduce |
| Howard Capital Management, LLC |
| 0.44% | — | #31 | $37.7M | 201,781 | $0 | 0 | +201,781 | New Buy |
| BIP Wealth, LLC |
| 0.92% | 0.74% | #21 | $32.3M | 172,792 | $18.2M | 106,132 | +66,660+62.81% | Add |
| Sage Mountain Advisors LLC |
| 1.91% | 2.02% | #13 | $31.1M | 166,196 | $28.8M | 168,022 | -1,826-1.09% | Reduce |
| AMERIPRISE FINANCIAL INC |
| 0.01% | 0.01% | #125 | $30.1M | 161,121 | $35.0M | 203,948 | -42,827-21.00% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #157 | $23.0M | 122,928 | $42.1M | 245,693 | -122,765-49.97% | Reduce |
| McKinney Capital Management, LLC |
| 7.63% | — | #2 | $19.4M | 103,585 | $0 | 0 | +103,585 | New Buy |
| Paul R. Ried Financial Group, LLC |
| 6.24% | 5.9% | #4 | $14.3M | 76,485 | $12.7M | 73,994 | +2,491+3.37% | Add |
| Continuum Advisory, LLC |
| 1.13% | 1.21% | #18 | $14.0M | 75,092 | $12.6M | 73,503 | +1,589+2.16% | Add |
| Great Point Wealth Advisors, LLC |
| 2.22% | 2.68% | #9 | $13.8M | 73,642 | $14.5M | 84,481 | -10,839-12.83% | Reduce |
| American Money Management, LLC |
| 1.93% | 1.9% | #12 | $13.5M | 72,164 | $12.0M | 69,812 | +2,352+3.37% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #153 | $12.4M | 66,548 | $11.6M | 67,324 | -776-1.15% | Reduce |
| VAQUERO PRIVATE WEALTH, LTD |
| 2.42% | — | #8 | $11.8M | 62,881 | $0 | 0 | +62,881 | New Buy |
| Marotta Asset Management |
| 2.22% | 2.12% | #10 | $11.5M | 66,803 | $11.5M | 66,803 | 00.00% | Unchanged |
| Goodman Advisory Group, LLC |
| 2.58% | 2.48% | #7 | $11.2M | 59,982 | $9.6M | 55,742 | +4,240+7.61% | Add |
| ELEVATION POINT WEALTH PARTNERS, LLC |
| 0.2% | — | #44 | $10.8M | 57,890 | $0 | 0 | +57,890 | New Buy |
| ARQ WEALTH ADVISORS, LLC |
| 1.33% | 1.31% | #16 | $10.7M | 57,189 | $7.3M | 42,357 | +14,832+35.02% | Add |
| Eagle Strategies LLC |
| 1.06% | 1.19% | #20 | $10.7M | 57,036 | $10.0M | 58,040 | -1,004-1.73% | Reduce |
| Garrett Wealth Advisory Group, LLC |
| 1.53% | 1.73% | #15 | $10.0M | 53,368 | $9.8M | 56,836 | -3,468-6.10% | Reduce |
| Hughes Financial Services, LLC |
| 1.06% | 1.15% | #19 | $8.0M | 42,984 | $7.5M | 43,559 | -575-1.32% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #148 | $7.4M | 39,763 | $7.4M | 43,272 | -3,509-8.11% | Reduce |
| AlTi Global, Inc. |
| 0.15% | 0.15% | #53 | $7.4M | 39,752 | $6.8M | 39,717 | +35+0.09% | Add |
| NewEdge Advisors, LLC |
| 0.02% | 0.02% | #101 | $7.1M | 38,014 | $6.4M | 37,355 | +659+1.76% | Add |
| VISTA INVESTMENT MANAGEMENT |
| 2.09% | 2.13% | #11 | $7.0M | 37,265 | $6.4M | 37,262 | +3+0.01% | Add |
| Quantinno Capital Management LP |
| 0.01% | 0.01% | #119 | $6.8M | 36,317 | $4.5M | 26,405 | +9,912+37.54% | Add |
| Private Advisor Group, LLC |
| 0.03% | 0.22% | #90 | $6.5M | 34,838 | $46.0M | 268,245 | -233,407-87.01% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #113 | $5.8M | 31,164 | $5.2M | 30,260 | +904+2.99% | Add |
| FIRST HAWAIIAN BANK |
| 0.63% | 0.74% | #24 | $5.0M | 26,815 | $5.3M | 30,628 | -3,813-12.45% | Reduce |
| Cerity Partners LLC |
| 0.01% | 0.01% | #128 | $4.9M | 26,395 | $4.7M | 27,663 | -1,268-4.58% | Reduce |
| Warner Group LLC |
| 1.18% | 1.45% | #17 | $4.8M | 25,637 | $2.2M | 12,902 | +12,735+98.71% | Add |
| Midwest Financial Network, LLC |
| 3.25% | 2.96% | #6 | $4.8M | 25,439 | $3.7M | 21,689 | +3,750+17.29% | Add |
| Integrity Wealth Solutions LLC |
| 1.69% | 1.68% | #14 | $4.6M | 24,428 | $4.3M | 24,867 | -439-1.77% | Reduce |
| PARSONS CAPITAL MANAGEMENT INC/RI |
| 0.21% | 0.23% | #43 | $4.6M | 24,415 | $5.0M | 29,260 | -4,845-16.56% | Reduce |
| CreativeOne Wealth, LLC |
| 0.09% | 0.1% | #69 | $4.0M | 21,465 | $4.2M | 24,695 | -3,230-13.08% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | 0.01% | #131 | $3.9M | 21,091 | $3.7M | 21,395 | -304-1.42% | Reduce |
| Essex Financial Services, Inc. |
| 0.18% | 0.19% | #46 | $3.7M | 19,854 | $3.4M | 19,897 | -43-0.22% | Reduce |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #115 | $3.3M | 17,469 | $3.0M | 17,337 | +132+0.76% | Add |
| Sharkey, Howes & Javer |
| 0.36% | 0.68% | #38 | $3.0M | 16,176 | $5.1M | 29,424 | -13,248-45.02% | Reduce |
| FLAGSHIP HARBOR ADVISORS, LLC |
| 0.11% | 0.12% | #63 | $2.9M | 15,658 | $2.7M | 15,585 | +73+0.47% | Add |
| Allred Capital Management, LLC |
| 0.86% | 0.69% | #22 | $2.6M | 14,014 | $1.9M | 11,001 | +3,013+27.39% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | 0.01% | #137 | $2.4M | 12,523 | $5.8M | 33,498 | -20,975-62.62% | Reduce |
| LBMC INVESTMENT ADVISORS, LLC |
| 0.12% | 0.13% | #57 | $2.3M | 12,199 | $2.1M | 12,145 | +54+0.44% | Add |
| Versant Capital Management, Inc |
| 0.2% | 0.2% | #45 | $2.2M | 11,873 | $2.0M | 11,850 | +23+0.19% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #151 | $2.1M | 11,124 | $1.8M | 10,349 | +775+7.49% | Add |
