| Empowered Funds, LLC |
| 0.3% | 0.35% | #50 | $56.4M | 1.2M | $54.5M | 1.2M | -46,505-3.76% | Reduce |
| Sequoia Financial Advisors, LLC |
| 0.24% | 0.24% | #51 | $48.9M | 1.0M | $43.5M | 987,667 | +43,925+4.45% | Add |
| AMERICAN CENTURY COMPANIES INC |
| 0.02% | 0.01% | #95 | $38.4M | 810,539 | $26.8M | 608,098 | +202,441+33.29% | Add |
| Financial Plan, Inc. |
| 3.58% | 3.36% | #5 | $37.8M | 797,049 | $31.4M | 712,325 | +84,724+11.89% | Add |
| NICOLET BANKSHARES INC |
| 0.94% | 0.97% | #33 | $29.5M | 619,231 | $26.4M | 597,583 | +21,648+3.62% | Add |
| LPL Financial LLC |
| 0.01% | <0.01% | #110 | $27.4M | 578,807 | $13.3M | 301,299 | +277,508+92.10% | Add |
| Quantum Financial Advisors, LLC |
| 1.88% | 2.1% | #17 | $21.6M | 455,253 | $18.7M | 424,242 | +31,011+7.31% | Add |
| ShankerValleau Wealth Advisors, Inc. |
| 4.8% | 4.64% | #3 | $18.2M | 384,164 | $16.4M | 373,644 | +10,520+2.82% | Add |
| Allegiance Financial Group Advisory Services LLC |
| 3.06% | 2.96% | #10 | $17.7M | 373,415 | $14.9M | 337,833 | +35,582+10.53% | Add |
| Hill Investment Group Partners, LLC |
| 1.77% | 1.89% | #20 | $17.3M | 365,402 | $17.1M | 389,403 | -24,001-6.16% | Reduce |
| BetterWealth, LLC |
| 2.91% | 2.93% | #11 | $16.5M | 347,592 | $14.9M | 339,282 | +8,310+2.45% | Add |
| Prairiewood Capital, LLC |
| 3.92% | 3.93% | #4 | $15.1M | 318,858 | $13.6M | 308,563 | +10,295+3.34% | Add |
| Capstone Financial Advisors, Inc. |
| 0.72% | 0.75% | #36 | $14.8M | 311,435 | $13.9M | 316,505 | -5,070-1.60% | Reduce |
| Seaside Wealth Management, Inc. |
| 3.39% | 3.39% | #6 | $13.7M | 289,183 | $12.0M | 273,411 | +15,772+5.77% | Add |
| LexAurum Advisors, LLC |
| 1.56% | 1.64% | #23 | $13.5M | 285,497 | $12.6M | 286,640 | -1,143-0.40% | Reduce |
| Physician Wealth Solutions Inc. |
| 5.1% | 5.27% | #1 | $13.4M | 283,674 | $12.7M | 289,024 | -5,350-1.85% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #118 | $13.1M | 275,963 | $11.0M | 249,016 | +26,947+10.82% | Add |
| Leading Edge Financial Planning LLC |
| 2.23% | 2.09% | #14 | $12.5M | 264,621 | $9.9M | 225,870 | +38,751+17.16% | Add |
| Three Arch Wealth Management LLC |
| 1.92% | 1.93% | #16 | $12.5M | 264,363 | $10.7M | 243,572 | +20,791+8.54% | Add |
| Focus Partners Wealth |
| 0.01% | 0.01% | #101 | $11.8M | 248,305 | $12.3M | 279,527 | -31,222-11.17% | Reduce |
| Equita Financial Network, Inc. |
| 2.86% | 2.87% | #12 | $10.3M | 217,767 | $9.1M | 207,355 | +10,412+5.02% | Add |
| WorthPointe, LLC |
| 2.35% | 2.33% | #13 | $9.4M | 197,395 | $8.6M | 195,180 | +2,215+1.13% | Add |
| Level Financial Advisors |
| 1.83% | 1.95% | #18 | $8.2M | 173,162 | $7.6M | 173,245 | -83-0.05% | Reduce |
| QUARRY HILL ADVISORS, LLC |
| 3.15% | 3.14% | #9 | $8.2M | 173,097 | $7.6M | 159,262 | +13,835+8.69% | Add |
| Corient Private Wealth LLC |
| 0.01% | 0.01% | #113 | $7.4M | 156,367 | $7.5M | 170,480 | -14,113-8.28% | Reduce |
| Vestment Financial LLC |
| 3.24% | 3.5% | #7 | $7.2M | 151,508 | $7.4M | 154,811 | -3,303-2.13% | Reduce |
| PARK AVENUE SECURITIES LLC |
| 0.04% | 0.04% | #82 | $6.8M | 144,563 | $5.5M | 125,962 | +18,601+14.77% | Add |
| SENTINEL WEALTH MANAGEMENT, INC. |
| 4.81% | 4.77% | #2 | $6.8M | 144,001 | $6.0M | 135,448 | +8,553+6.31% | Add |
| LAM GROUP, INC. |
| 3.18% | 3.2% | #8 | $6.4M | 134,940 | $5.8M | 132,335 | +2,605+1.97% | Add |
| Strategic Blueprint, LLC |
| 0.31% | 0.34% | #48 | $6.2M | 131,354 | $5.8M | 131,987 | -633-0.48% | Reduce |
| COLLECTIVE FAMILY OFFICE LLC |
| 1.22% | 1.18% | #28 | $6.0M | 126,364 | $5.3M | 119,334 | +7,030+5.89% | Add |
| Simplicity Wealth,LLC |
| 0.19% | 0.28% | #58 | $5.5M | 116,749 | $4.9M | 111,705 | +5,044+4.52% | Add |
| Savant Capital, LLC |
| 0.02% | <0.01% | #97 | $5.5M | 115,904 | $971,258 | 22,064 | +93,840+425.31% | Add |
| HTG Investment Advisors, Inc. |
| 1.34% | 1.25% | #27 | $5.2M | 110,303 | $4.4M | 99,734 | +10,569+10.60% | Add |
| Austin Wealth Management, LLC |
| 1.1% | 1.06% | #31 | $5.2M | 106,113 | $4.7M | 103,926 | +2,187+2.10% | Add |
| Chicago Partners Investment Group LLC |
| 0.1% | 0.11% | #72 | $5.0M | 103,431 | $4.7M | 101,011 | +2,420+2.40% | Add |
| Cerity Partners LLC |
| 0.01% | <0.01% | #111 | $5.0M | 104,773 | $2.8M | 64,211 | +40,562+63.17% | Add |
| Valued Wealth Advisors LLC |
| 1.69% | 1.68% | #22 | $4.6M | 97,930 | $4.1M | 94,206 | +3,724+3.95% | Add |
| OneDigital Investment Advisors LLC |
| 0.04% | 0.04% | #86 | $4.2M | 89,648 | $3.9M | 88,021 | +1,627+1.85% | Add |
| Wealthcare Advisory Partners LLC |
| 0.08% | 0.07% | #77 | $4.0M | 84,291 | $3.5M | 78,592 | +5,699+7.25% | Add |
| Focus Partners Advisor Solutions, LLC |
| 0.03% | 0.04% | #87 | $4.0M | 83,714 | $3.7M | 83,346 | +368+0.44% | Add |
| Networth Advisors, LLC |
| 2.18% | 2.13% | #15 | $3.7M | 79,140 | $3.0M | 68,573 | +10,567+15.41% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #107 | $3.7M | 78,615 | $2.8M | 63,472 | +15,143+23.86% | Add |
| Burk Holdings LLC |
| 1.21% | 1.31% | #29 | $3.3M | 69,350 | $3.0M | 69,166 | +184+0.27% | Add |
| Beaird Harris Wealth Management, LLC |
| 0.2% | 0.21% | #53 | $3.2M | 68,393 | $3.1M | 69,449 | -1,056-1.52% | Reduce |
| Sprinkle Financial Consultants LLC |
| 1.15% | 1.09% | #30 | $2.9M | 62,091 | $2.4M | 53,546 | +8,545+15.96% | Add |
| Arcadia Wealth Management, Inc. |
| 1.39% | 1.52% | #25 | $2.9M | 61,378 | $2.8M | 63,788 | -2,410-3.78% | Reduce |
| Aprio Wealth Management, LLC |
| 0.14% | 0.15% | #68 | $2.8M | 58,561 | $2.7M | 60,530 | -1,969-3.25% | Reduce |
| AE Wealth Management LLC |
| 0.01% | 0.01% | #100 | $2.7M | 56,224 | $2.0M | 44,300 | +11,924+26.92% | Add |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC |
| 0.78% | 0.83% | #35 | $2.6M | 55,498 | $2.4M | 55,498 | 00.00% | Unchanged |
