| Oak Root LLC |
| 19.94% | 22.24% | #2 | $180.7M | 2.0M | $182.4M | 2.4M | -342,732-14.58% | Reduce |
| Hills Bank & Trust Co |
| 4.31% | 4.46% | #13 | $101.3M | 1.1M | $92.2M | 1.2M | -62,841-5.29% | Reduce |
| Beaird Harris Wealth Management, LLC |
| 4.74% | 3.93% | #11 | $75.7M | 841,598 | $57.8M | 744,755 | +96,843+13.00% | Add |
| Pacific Life Fund Advisors LLC |
| 7.32% | 7.13% | #7 | $66.5M | 739,705 | $62.1M | 800,365 | -60,660-7.58% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.02% | 0.01% | #73 | $63.6M | 706,672 | $48.8M | 629,355 | +77,317+12.29% | Add |
| GRIMES & Co WEALTH MANAGEMENT, LLC |
| 0.96% | 0.95% | #28 | $44.4M | 493,444 | $34.4M | 443,964 | +49,480+11.15% | Add |
| Cypress Point Wealth Management, LLC |
| 8.84% | 8.31% | #4 | $43.4M | 482,866 | $38.6M | 497,372 | -14,506-2.92% | Reduce |
| PARK AVENUE SECURITIES LLC |
| 0.27% | 0.26% | #39 | $43.2M | 480,400 | $33.0M | 425,109 | +55,291+13.01% | Add |
| Ridgeline Wealth, LLC |
| 23.72% | 24.98% | #1 | $40.5M | 450,687 | $34.9M | 449,618 | +1,069+0.24% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #80 | $38.0M | 422,791 | $34.6M | 446,321 | -23,530-5.27% | Reduce |
| Global Strategic Investment Solutions, LLC |
| 3.31% | 1.65% | #16 | $37.3M | 414,510 | $17.0M | 218,787 | +195,723+89.46% | Add |
| Simplicity Wealth,LLC |
| 1.15% | 1.63% | #24 | $34.2M | 380,366 | $28.8M | 371,421 | +8,945+2.41% | Add |
| Well Done, LLC |
| 4.4% | 3.87% | #12 | $32.7M | 363,663 | $26.3M | 339,426 | +24,237+7.14% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #101 | $32.0M | 358,552 | $27.3M | 361,785 | -3,233-0.89% | Reduce |
| Allworth Financial LP |
| 0.12% | 0.08% | #50 | $29.1M | 323,092 | $19.6M | 252,976 | +70,116+27.72% | Add |
| Networth Advisors, LLC |
| 13.56% | 13.3% | #3 | $23.3M | 259,352 | $18.8M | 242,663 | +16,689+6.88% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.21% | 0.02% | #44 | $21.9M | 243,516 | $1.5M | 19,360 | +224,156+1,157.83% | Add |
| OneDigital Investment Advisors LLC |
| 0.17% | 0.17% | #46 | $20.7M | 229,862 | $17.5M | 226,149 | +3,713+1.64% | Add |
| FAS Wealth Partners, Inc. |
| 1.07% | 1.08% | #27 | $20.6M | 228,649 | $17.4M | 223,820 | +4,829+2.16% | Add |
| AMERICAN CENTURY COMPANIES INC |
| 0.01% | — | #79 | $19.6M | 218,405 | $0 | 0 | +218,405 | New Buy |
| UPTICK PARTNERS, LLC |
| 3.04% | 1.41% | #19 | $19.5M | 216,968 | $7.1M | 91,310 | +125,658+137.62% | Add |
| Financial Insights, Inc. |
| 5.03% | — | #10 | $18.6M | 206,355 | $0 | 0 | +206,355 | New Buy |
| AE Wealth Management LLC |
| 0.08% | 0.06% | #55 | $16.2M | 180,245 | $11.7M | 150,599 | +29,646+19.69% | Add |
| Cresset Asset Management, LLC |
| 0.06% | 0.05% | #58 | $15.7M | 174,005 | $10.9M | 140,443 | +33,562+23.90% | Add |
| Buttonwood Financial Group, LLC |
| 8.73% | 8.4% | #6 | $15.3M | 169,783 | $13.7M | 176,093 | -6,310-3.58% | Reduce |
| Prosperity Planning, Inc. |
| 3.12% | 2.82% | #17 | $13.6M | 151,352 | $11.1M | 143,690 | +7,662+5.33% | Add |
| ARCADIA INVESTMENT ADVISORS LLC |
| 5.52% | 5.21% | #9 | $13.1M | 145,554 | $11.0M | 142,261 | +3,293+2.31% | Add |
| Strategic Blueprint, LLC |
| 0.65% | 0.64% | #31 | $13.1M | 145,387 | $11.0M | 142,300 | +3,087+2.17% | Add |
| HighTower Advisors, LLC |
| 0.01% | 0.01% | #74 | $12.2M | 135,800 | $10.5M | 135,243 | +557+0.41% | Add |
| Western Reserve Capital Management, LLC |
| 8.81% | 8.35% | #5 | $11.9M | 132,044 | $10.2M | 131,178 | +866+0.66% | Add |
| Visionary Wealth Advisors |
| 0.45% | 0.42% | #33 | $11.5M | 128,084 | $9.4M | 121,283 | +6,801+5.61% | Add |
| B&D White Capital Company, LLC |
| 1.13% | — | #26 | $11.4M | 126,616 | $0 | 0 | +126,616 | New Buy |
| Dogwood Wealth Management LLC |
| 3.88% | 3.9% | #14 | $9.8M | 109,391 | $9.0M | 115,853 | -6,462-5.58% | Reduce |
| Mendota Financial Group, LLC |
| 6.07% | 5.32% | #8 | $9.8M | 108,849 | $7.2M | 92,625 | +16,224+17.52% | Add |
| Herold Advisors, Inc. |
| 1.93% | 1.54% | #21 | $9.8M | 108,644 | $7.0M | 90,586 | +18,058+19.93% | Add |
| Waterfront Wealth Inc. |
| 1.46% | 0.63% | #22 | $9.4M | 104,343 | $3.5M | 44,545 | +59,798+134.24% | Add |
| Haven Private, LLC |
| 3.52% | 3.24% | #15 | $9.3M | 102,825 | $7.4M | 96,042 | +6,783+7.06% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.02% | 0.02% | #71 | $9.1M | 101,271 | $6.5M | 83,182 | +18,089+21.75% | Add |
| TWO SIGMA INVESTMENTS, LP |
| 0.01% | — | #87 | $8.5M | 94,200 | $0 | 0 | +94,200 | New Buy |
| CoreCap Advisors, LLC |
| 0.25% | 0.22% | #41 | $8.5M | 94,083 | $6.3M | 81,570 | +12,513+15.34% | Add |
| Canvas Wealth Advisors, LLC |
| 1.15% | 1.15% | #25 | $8.3M | 91,889 | $6.8M | 87,440 | +4,449+5.09% | Add |
| COMMERCE BANK |
| 0.04% | 0.01% | #64 | $8.2M | 91,240 | $1.4M | 17,604 | +73,636+418.29% | Add |
| ShankerValleau Wealth Advisors, Inc. |
| 2.1% | 1.98% | #20 | $8.0M | 88,673 | $7.0M | 90,743 | -2,070-2.28% | Reduce |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
| 1.45% | 1.35% | #23 | $7.6M | 84,292 | $6.5M | 83,565 | +727+0.87% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| 0.01% | 0.01% | #81 | $6.4M | 71,391 | $6.5M | 83,672 | -12,281-14.68% | Reduce |
| Private Wealth Asset Management, LLC |
| 0.57% | 0.46% | #32 | $5.9M | 65,534 | $4.3M | 55,903 | +9,631+17.23% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #85 | $5.0M | 56,028 | $3.8M | 48,621 | +7,407+15.23% | Add |
| BFI Wealth Solutions, LLC |
| 3.1% | 1.52% | #18 | $4.2M | 46,466 | $1.6M | 20,247 | +26,219+129.50% | Add |
| Ameritas Advisory Services, LLC |
| 0.08% | — | #53 | $4.0M | 44,649 | $0 | 0 | +44,649 | New Buy |
| Apella Capital, LLC |
| 0.06% | — | #59 | $3.9M | 44,087 | $0 | 0 | +44,087 | New Buy |
