| Planning Center, Inc. |
| 17.63% | 18.25% | #2 | $186.8M | 3.7M | $180.2M | 3.6M | +125,927+3.54% | Add |
| Root Financial Partners, LLC |
| 3.68% | 3.55% | #19 | $94.8M | 1.9M | $76.8M | 1.5M | +351,880+23.24% | Add |
| Vise Technologies, Inc. |
| 1.03% | 1.16% | #49 | $90.7M | 1.8M | $58.9M | 1.2M | +624,554+53.74% | Add |
| Prudent Man Investment Management, Inc. |
| 27.19% | 27.22% | #1 | $79.6M | 1.6M | $80.9M | 1.6M | -25,851-1.62% | Reduce |
| Savant Capital, LLC |
| 0.15% | 0.1% | #101 | $51.8M | 1.0M | $20.7M | 409,013 | +610,292+149.21% | Add |
| Financial Harvest, LLC |
| 17.45% | 2.22% | #3 | $42.2M | 831,400 | $3.8M | 74,218 | +757,182+1,020.21% | Add |
| SJS Investment Consulting Inc. |
| 4.08% | 4.57% | #17 | $37.5M | 737,985 | $37.4M | 737,706 | +279+0.04% | Add |
| SC&H Financial Advisors, Inc. |
| 4.35% | 4.64% | #15 | $32.8M | 645,927 | $30.8M | 607,348 | +38,579+6.35% | Add |
| DiNuzzo Private Wealth, Inc. |
| 3.13% | 3.1% | #24 | $31.7M | 623,822 | $28.8M | 568,272 | +55,550+9.78% | Add |
| Financial Plan, Inc. |
| 2.83% | 4.45% | #26 | $29.8M | 587,139 | $41.5M | 817,942 | -230,803-28.22% | Reduce |
| American Capital Advisory, LLC |
| 9.46% | 9.9% | #6 | $26.0M | 511,900 | $24.5M | 483,517 | +28,383+5.87% | Add |
| Sterling Wealth Management, Inc. |
| 6.3% | 6.89% | #9 | $25.3M | 499,163 | $25.1M | 495,047 | +4,116+0.83% | Add |
| Three Arch Wealth Management LLC |
| 3.31% | 3.31% | #22 | $21.6M | 424,532 | $18.4M | 363,353 | +61,179+16.84% | Add |
| Rachor Investment Advisory Services, LLC |
| 9.81% | 10.23% | #5 | $19.9M | 392,443 | $19.5M | 383,900 | +8,543+2.23% | Add |
| Pillar Financial Advisors, LLC |
| 10.26% | 10.08% | #4 | $19.6M | 386,385 | $17.3M | 340,234 | +46,151+13.56% | Add |
| Chicago Partners Investment Group LLC |
| 0.39% | 0.46% | #83 | $19.4M | 383,636 | $20.8M | 409,458 | -25,822-6.31% | Reduce |
| PHILLIPS FINANCIAL MANAGEMENT, LLC |
| 1.35% | 1.89% | #41 | $18.4M | 361,664 | $26.1M | 515,043 | -153,379-29.78% | Reduce |
| Aspen Capital Management, LLC |
| 3.94% | 0.6% | #18 | $17.8M | 351,153 | $2.4M | 47,403 | +303,750+640.78% | Add |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
| 2.53% | 2.62% | #30 | $17.8M | 350,343 | $16.6M | 328,138 | +22,205+6.77% | Add |
| Avestar Capital, LLC |
| 0.84% | 0.89% | #60 | $15.1M | 296,914 | $13.9M | 273,313 | +23,601+8.64% | Add |
| Foundry Financial LLC |
| 4.54% | 5.17% | #14 | $13.5M | 265,312 | $12.2M | 240,613 | +24,699+10.27% | Add |
| Johnson Wealth Management, LLC |
| 5.56% | 5.55% | #10 | $13.1M | 258,411 | $11.5M | 226,682 | +31,729+14.00% | Add |
| Mariner, LLC |
| 0.01% | 0.01% | #137 | $13.0M | 255,920 | $12.1M | 238,848 | +17,072+7.15% | Add |
| Onyx Financial Advisors, LLC |
| 4.64% | 4.78% | #13 | $12.9M | 253,807 | $11.5M | 227,112 | +26,695+11.75% | Add |
| Hiley Hunt Wealth Management |
| 5.03% | 5.18% | #12 | $12.7M | 250,727 | $11.7M | 231,684 | +19,043+8.22% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #155 | $11.5M | 225,932 | $10.8M | 212,340 | +13,592+6.40% | Add |
| Babb Wealth Advisors LLC |
| 5.32% | 5.84% | #11 | $11.0M | 217,424 | $10.7M | 210,509 | +6,915+3.28% | Add |
| Wolfstich Capital, LLC |
| 8.28% | 6.17% | #7 | $10.9M | 214,072 | $7.1M | 139,231 | +74,841+53.75% | Add |
| TAGStone Capital, Inc. |
| 3.38% | 4.09% | #21 | $10.6M | 209,246 | $11.6M | 228,259 | -19,013-8.33% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.02% | 0.01% | #135 | $10.2M | 199,906 | $4.6M | 89,936 | +109,970+122.28% | Add |
| New Dimensions Wealth Management, LLC |
| 7.66% | 8.53% | #8 | $10.1M | 199,748 | $10.0M | 197,755 | +1,993+1.01% | Add |
| Financial Symmetry Inc |
| 3.28% | 3.33% | #23 | $9.8M | 193,362 | $9.4M | 184,504 | +8,858+4.80% | Add |
| Tumwater Wealth Management, LLC |
| 3.55% | 3.76% | #20 | $9.8M | 193,333 | $9.4M | 184,420 | +8,913+4.83% | Add |
| Creative Planning |
| 0.01% | 0.01% | #146 | $9.0M | 177,152 | $7.7M | 152,697 | +24,455+16.02% | Add |
| WEALTHSPAN PARTNERS, LLC |
| 2.74% | 2.84% | #27 | $8.7M | 171,441 | $8.1M | 159,183 | +12,258+7.70% | Add |
| Arkadios Wealth Advisors |
| 0.13% | 0.13% | #106 | $8.5M | 168,178 | $7.7M | 151,658 | +16,520+10.89% | Add |
| CHOREO, LLC |
| 0.09% | 0.09% | #112 | $8.5M | 167,029 | $7.4M | 145,713 | +21,316+14.63% | Add |
| Ruedi Wealth Management, Inc. |
| 1.96% | 1.97% | #35 | $8.3M | 164,162 | $7.7M | 151,021 | +13,141+8.70% | Add |
| Mattern Wealth Management LLC |
| 1.29% | 1.45% | #43 | $7.9M | 154,640 | $7.4M | 146,480 | +8,160+5.57% | Add |
| Shore Point Advisors, LLC |
| 2.59% | 2.92% | #29 | $7.7M | 154,949 | $7.4M | 148,280 | +6,669+4.50% | Add |
| Parkwoods Wealth Partners, LLC |
| 1.24% | 1.84% | #44 | $7.7M | 151,487 | $7.5M | 148,262 | +3,225+2.18% | Add |
| Leading Edge Financial Planning LLC |
| 1.37% | 1.49% | #39 | $7.7M | 151,087 | $7.1M | 139,804 | +11,283+8.07% | Add |
| Tencap Wealth Coaching, LLC |
| 2.42% | — | #32 | $7.6M | 150,331 | $0 | 0 | +150,331 | New Buy |
| FIDUCIARY FINANCIAL ADVISORS |
| 0.74% | — | #64 | $7.3M | 142,983 | $0 | 0 | +142,983 | New Buy |
| Beacon Pointe Advisors, LLC |
| 0.03% | 0.03% | #126 | $7.1M | 140,047 | $6.4M | 126,456 | +13,591+10.75% | Add |
| Pathstone Holdings, LLC |
| 0.02% | 0.01% | #132 | $6.9M | 135,956 | $2.9M | 56,689 | +79,267+139.83% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #169 | $6.1M | 120,512 | $4.5M | 87,793 | +32,719+37.27% | Add |
| Strategic Investment Solutions, Inc. /IL |
| 1.33% | 1.34% | #42 | $5.8M | 114,748 | $5.5M | 108,837 | +5,911+5.43% | Add |
| Prime Capital Investment Advisors, LLC |
| 0.05% | 0.08% | #119 | $5.6M | 110,257 | $6.6M | 129,381 | -19,124-14.78% | Reduce |
| Betterment LLC |
| 0.01% | 0.01% | #142 | $5.6M | 109,524 | $5.2M | 103,113 | +6,411+6.22% | Add |
