| Apella Capital, LLC |
| 1.7% | 1.68% | #41 | $120.3M | 2.3M | $113.2M | 2.1M | +128,611+6.04% | Add |
| Planning Center, Inc. |
| 8.07% | 8.25% | #5 | $85.5M | 1.6M | $81.4M | 1.6M | +42,955+2.77% | Add |
| Ironwood Wealth Management, LLC. |
| 11.31% | — | #1 | $51.0M | 952,480 | $0 | 0 | +952,480 | New Buy |
| Elser Financial Planning, Inc |
| 1.81% | 1.8% | #38 | $41.8M | 779,026 | $37.2M | 707,855 | +71,171+10.05% | Add |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
| 5.63% | 5.93% | #15 | $39.6M | 738,963 | $37.6M | 717,238 | +21,725+3.03% | Add |
| United Wealth Management, LLC |
| 8.15% | 8.61% | #4 | $36.2M | 676,064 | $34.6M | 660,407 | +15,657+2.37% | Add |
| Hill Investment Group Partners, LLC |
| 3.61% | 3.93% | #24 | $35.4M | 660,685 | $35.6M | 678,537 | -17,852-2.63% | Reduce |
| Private Wealth Management Group, LLC |
| 7.9% | 8.53% | #7 | $34.1M | 635,640 | $32.5M | 619,301 | +16,339+2.64% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #141 | $31.9M | 594,298 | $24.4M | 465,356 | +128,942+27.71% | Add |
| Guardian Wealth Management, LLC |
| 7.32% | 7.13% | #10 | $26.1M | 486,969 | $23.5M | 448,370 | +38,599+8.61% | Add |
| HighTower Advisors, LLC |
| 0.02% | 0.03% | #116 | $25.1M | 468,562 | $24.5M | 466,474 | +2,088+0.45% | Add |
| Alpha Financial Advisors, LLC |
| 6.55% | 11.25% | #12 | $25.0M | 467,359 | $36.7M | 699,862 | -232,503-33.22% | Reduce |
| Verisail Partners, LLC |
| 8.96% | 9.26% | #2 | $24.2M | 450,943 | $22.8M | 434,952 | +15,991+3.68% | Add |
| Mattern Wealth Management LLC |
| 3.38% | 3.77% | #25 | $20.6M | 384,379 | $19.3M | 368,296 | +16,083+4.37% | Add |
| LIBERTY WEALTH MANAGEMENT LLC |
| 2.53% | 2.54% | #33 | $20.3M | 387,348 | $20.3M | 387,348 | 00.00% | Unchanged |
| Eaton-Cambridge Inc. |
| 5.6% | 5.34% | #16 | $19.9M | 372,058 | $17.1M | 325,258 | +46,800+14.39% | Add |
| Equita Financial Network, Inc. |
| 5.44% | 5.81% | #18 | $19.6M | 365,866 | $18.5M | 351,973 | +13,893+3.95% | Add |
| Vermillion Wealth Management, Inc. |
| 4.49% | 6.42% | #19 | $19.1M | 357,028 | $16.3M | 311,681 | +45,347+14.55% | Add |
| Kestra Investment Management, LLC |
| 0.35% | 0.23% | #68 | $18.1M | 337,014 | $13.6M | 258,466 | +78,548+30.39% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #163 | $17.9M | 334,133 | $16.3M | 310,440 | +23,693+7.63% | Add |
| GeoWealth Management, LLC |
| 0.53% | 0.58% | #59 | $17.0M | 316,735 | $16.1M | 306,291 | +10,444+3.41% | Add |
| Oakwell Private Wealth Management, LLC |
| 2.76% | 2.86% | #27 | $16.6M | 310,477 | $16.0M | 305,039 | +5,438+1.78% | Add |
| JMG Financial Group, Ltd. |
| 0.37% | 0.11% | #66 | $15.5M | 288,905 | $4.0M | 76,369 | +212,536+278.30% | Add |
| Private Advisor Group, LLC |
| 0.07% | 0.08% | #99 | $15.4M | 287,453 | $16.9M | 322,271 | -34,818-10.80% | Reduce |
| ASSETMARK, INC |
| 0.03% | 0.03% | #115 | $15.0M | 279,075 | $13.8M | 263,939 | +15,136+5.73% | Add |
| Savant Capital, LLC |
| 0.04% | 0.14% | #108 | $14.7M | 274,405 | $29.1M | 553,967 | -279,562-50.47% | Reduce |
| IMA Advisory Services, Inc. |
| 0.91% | — | #52 | $14.6M | 272,457 | $0 | 0 | +272,457 | New Buy |
| Vestmark Advisory Solutions, Inc. |
| 0.14% | 0.16% | #84 | $14.5M | 271,081 | $14.2M | 271,081 | 00.00% | Unchanged |
| Parkwoods Wealth Partners, LLC |
| 2.33% | — | #35 | $14.5M | 270,512 | $0 | 0 | +270,512 | New Buy |
| Shotwell Rutter Baer Inc |
| 7.79% | 8.1% | #8 | $14.2M | 264,904 | $13.8M | 262,958 | +1,946+0.74% | Add |
| Babb Wealth Advisors LLC |
| 6.66% | 6.79% | #11 | $13.8M | 257,900 | $12.4M | 236,805 | +21,095+8.91% | Add |
| Strathmore Capital Advisors, Inc. |
| 3.71% | 3.22% | #22 | $13.8M | 263,676 | $11.4M | 215,695 | +47,981+22.24% | Add |
| INTEGRITY ALLIANCE, LLC. |
| 0.43% | 0.5% | #62 | $13.6M | 254,386 | $13.3M | 253,119 | +1,267+0.50% | Add |
| Yardley Wealth Management LLC |
| 6.16% | 6.26% | #14 | $13.6M | 252,993 | $12.2M | 232,862 | +20,131+8.65% | Add |
| SageOak Financial, LLC |
| 8.6% | 8.74% | #3 | $13.2M | 246,732 | $12.4M | 237,067 | +9,665+4.08% | Add |
| Johnson Wealth Management, LLC |
| 5.53% | 5.26% | #17 | $13.0M | 243,427 | $10.9M | 207,628 | +35,799+17.24% | Add |
| Integrity Advisory Solutions, LLC |
| 1.23% | 1.31% | #48 | $11.9M | 222,418 | $9.9M | 188,367 | +34,051+18.08% | Add |
| Clarity Wealth Development LLC |
| 6.54% | — | #13 | $11.8M | 219,887 | $0 | 0 | +219,887 | New Buy |
| BEACON HILL WEALTH MANAGEMENT LTD. |
| 7.67% | — | #9 | $11.1M | 206,600 | $0 | 0 | +206,600 | New Buy |
| OneDigital Investment Advisors LLC |
| 0.09% | 0.1% | #94 | $10.5M | 196,295 | $9.7M | 185,578 | +10,717+5.77% | Add |
| HFM Investment Advisors, LLC |
| 3.63% | 3.83% | #23 | $10.4M | 193,410 | $10.0M | 189,982 | +3,428+1.80% | Add |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
| 0.5% | 0.51% | #60 | $10.1M | 188,565 | $9.0M | 172,178 | +16,387+9.52% | Add |
| E6 Portfolios, LLC |
| 7.97% | 8.5% | #6 | $10.0M | 186,105 | $8.2M | 155,462 | +30,643+19.71% | Add |
| Stratos Investment Management, LLC |
| 0.33% | 0.34% | #69 | $9.2M | 170,910 | $8.5M | 162,267 | +8,643+5.33% | Add |
| AA Financial Advisors, LLC |
| 0.98% | 1.09% | #51 | $8.1M | 151,798 | $7.7M | 147,515 | +4,283+2.90% | Add |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC |
| 3.97% | 3.25% | #21 | $7.8M | 145,346 | $5.7M | 108,165 | +37,181+34.37% | Add |
| PARK AVENUE SECURITIES LLC |
| 0.04% | 0.04% | #107 | $7.0M | 130,926 | $5.2M | 98,934 | +31,992+32.34% | Add |
| Sterling Wealth Management, Inc. |
| 1.49% | 1.6% | #46 | $6.0M | 112,208 | $5.8M | 111,027 | +1,181+1.06% | Add |
| Farther Finance Advisors, LLC |
| 0.05% | 0.06% | #106 | $6.0M | 111,512 | $6.3M | 119,608 | -8,096-6.77% | Reduce |
| Betterment LLC |
| 0.01% | 0.01% | #132 | $5.8M | 107,366 | $5.5M | 105,759 | +1,607+1.52% | Add |
