| Focus Partners Wealth |
| 1.1% | 1.05% | #26 | $1.08B | 36.8M | $945.2M | 37.3M | -413,813-1.11% | Reduce |
| Focus Partners Advisor Solutions, LLC |
| 5.22% | 5.15% | #16 | $616.0M | 21.1M | $510.7M | 20.1M | +966,354+4.80% | Add |
| Squire Investment Management Company, LLC |
| 12.06% | 12.04% | #4 | $50.1M | 1.7M | $43.3M | 1.7M | +9,321+0.55% | Add |
| KEB ASSET MANAGEMENT, LLC |
| 7.57% | 7.86% | #9 | $46.8M | 1.6M | $41.0M | 1.6M | -14,208-0.88% | Reduce |
| Kaufman Rossin Wealth, LLC |
| 19.19% | 18.57% | #1 | $40.5M | 1.4M | $32.4M | 1.3M | +131,854+10.33% | Add |
| CLARIS ADVISORS, LLC / MO / |
| 9.25% | 9.28% | #8 | $35.4M | 1.2M | $31.0M | 1.2M | -9,462-0.77% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #93 | $33.6M | 1.1M | $29.2M | 1.2M | -1,656-0.14% | Reduce |
| AQR CAPITAL MANAGEMENT LLC |
| 0.01% | 0.01% | #88 | $28.9M | 991,507 | $20.3M | 799,815 | +191,692+23.97% | Add |
| Peirce Capital Management, LLC |
| 10.41% | 18.04% | #6 | $28.4M | 972,972 | $46.1M | 1.8M | -844,545-46.47% | Reduce |
| Friday Financial |
| 6.24% | 6.74% | #13 | $23.3M | 810,376 | $19.6M | 770,945 | +39,431+5.11% | Add |
| Brady Martz Wealth Solutions, LLC |
| 3.44% | 3.37% | #19 | $22.8M | 780,094 | $19.8M | 779,088 | +1,006+0.13% | Add |
| Capstone Wealth Management, LLC |
| 9.64% | 12.71% | #7 | $20.8M | 711,693 | $18.2M | 718,412 | -6,719-0.94% | Reduce |
| EverSource Wealth Advisors, LLC |
| 0.66% | 0.5% | #34 | $19.7M | 674,171 | $16.4M | 647,398 | +26,773+4.14% | Add |
| Gibson Capital, LLC |
| 3.14% | 2.94% | #21 | $19.2M | 656,307 | $15.8M | 622,367 | +33,940+5.45% | Add |
| HMV Wealth Advisors, LLC |
| 7.35% | 6.4% | #10 | $18.9M | 646,657 | $13.6M | 536,902 | +109,755+20.44% | Add |
| Forum Financial Management, LP |
| 0.24% | 0.23% | #46 | $18.5M | 634,359 | $16.4M | 645,859 | -11,500-1.78% | Reduce |
| HBE Wealth Management, LLC |
| 13.02% | 13.68% | #3 | $18.1M | 620,965 | $15.7M | 618,827 | +2,138+0.35% | Add |
| Vistica Wealth Advisors, LLC |
| 15.24% | 14.59% | #2 | $17.6M | 603,279 | $14.6M | 577,227 | +26,052+4.51% | Add |
| BENNINGFIELD FINANCIAL ADVISORS, LLC |
| 11.09% | 10.46% | #5 | $15.0M | 512,763 | $13.3M | 522,314 | -9,551-1.83% | Reduce |
| DOPKINS WEALTH MANAGEMENT, LLC |
| 4.21% | 4.06% | #17 | $11.6M | 397,068 | $10.1M | 397,894 | -826-0.21% | Reduce |
| JDH Wealth Management, LLC |
| 6.22% | 6.42% | #14 | $10.2M | 350,048 | $9.5M | 375,275 | -25,227-6.72% | Reduce |
| Lauterbach Financial Advisors, LLC |
| 4.12% | 4.14% | #18 | $9.6M | 328,483 | $8.5M | 334,410 | -5,927-1.77% | Reduce |
| Aerodigm Wealth, LLC |
| 2.69% | 2.3% | #22 | $8.0M | 273,176 | $6.0M | 256,062 | +17,114+6.68% | Add |
| COGENT STRATEGIC WEALTH LLC |
| 7.09% | 6.79% | #11 | $7.4M | 254,633 | $6.6M | 260,550 | -5,917-2.27% | Reduce |
| Evanson Financial, LLC |
| 0.37% | — | #40 | $7.4M | 254,549 | $0 | 0 | +254,549 | New Buy |
| POINCIANA ADVISORS GROUP, LLC |
| 5.38% | 4.91% | #15 | $7.2M | 218,043 | $6.2M | 245,266 | -27,223-11.10% | Reduce |
| Allworth Financial LP |
| 0.03% | 0.03% | #75 | $6.5M | 223,574 | $6.4M | 252,621 | -29,047-11.50% | Reduce |
| NORTHWEST WEALTH MANAGEMENT, LLC |
| 0.84% | 0.84% | #28 | $6.4M | 218,894 | $5.6M | 220,481 | -1,587-0.72% | Reduce |
| Hill Investment Group Partners, LLC |
| 0.61% | 0.6% | #35 | $6.0M | 204,738 | $5.5M | 215,339 | -10,601-4.92% | Reduce |
| Prism Planning Partners LLC |
| 6.28% | 5.99% | #12 | $5.9M | 203,141 | $5.1M | 199,698 | +3,443+1.72% | Add |
| CogentBlue Wealth Advisors, LLC |
| 3.28% | 3.2% | #20 | $5.7M | 195,926 | $4.8M | 187,398 | +8,528+4.55% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #130 | $5.7M | 195,859 | $3.4M | 135,300 | +60,559+44.76% | Add |
| RB Capital Management, LLC |
| 1.1% | 0.98% | #25 | $5.7M | 194,169 | $4.6M | 180,951 | +13,218+7.30% | Add |
| TWO SIGMA INVESTMENTS, LP |
| <0.01% | <0.01% | #102 | $5.4M | 185,900 | $4.5M | 178,300 | +7,600+4.26% | Add |
| Farther Finance Advisors, LLC |
| 0.04% | 0.04% | #62 | $5.3M | 181,735 | $4.6M | 181,807 | -72-0.04% | Reduce |
| Mariner, LLC |
| 0.01% | <0.01% | #97 | $5.1M | 174,052 | $4.2M | 167,507 | +6,545+3.91% | Add |
| Parkwoods Wealth Partners, LLC |
| 0.8% | 1.16% | #30 | $5.0M | 171,369 | $4.7M | 186,004 | -14,635-7.87% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #123 | $4.4M | 151,029 | $2.8M | 111,694 | +39,335+35.22% | Add |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC |
| 0.34% | 0.36% | #42 | $4.3M | 147,232 | $4.0M | 150,748 | -3,516-2.33% | Reduce |
| BAYSHORE ASSET MANAGEMENT, LLC |
| 1.5% | 1.48% | #24 | $4.2M | 143,661 | $3.7M | 146,239 | -2,578-1.76% | Reduce |
| PARK AVENUE SECURITIES LLC |
| 0.02% | 0.03% | #78 | $4.0M | 136,495 | $3.5M | 136,903 | -408-0.30% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #129 | $3.7M | 125,104 | $0 | 0 | +125,104 | New Buy |
| Berger Financial Group, Inc |
| 0.18% | 0.17% | #49 | $3.6M | 122,097 | $3.1M | 122,097 | 00.00% | Unchanged |
| Quantinno Capital Management LP |
| <0.01% | <0.01% | #100 | $3.5M | 121,012 | $2.8M | 108,713 | +12,299+11.31% | Add |
| Apollon Wealth Management, LLC |
| 0.04% | — | #63 | $3.4M | 116,460 | $0 | 0 | +116,460 | New Buy |
| Oath Planning, LLC |
| 2.3% | 2.43% | #23 | $3.1M | 106,256 | $2.7M | 107,790 | -1,534-1.42% | Reduce |
| IFG Advisors, LLC |
| 0.42% | 0.44% | #37 | $3.1M | 105,525 | $2.7M | 106,742 | -1,217-1.14% | Reduce |
| Curi Capital, LLC |
| 0.04% | 0.04% | #67 | $2.4M | 82,395 | $2.1M | 82,395 | 00.00% | Unchanged |
| Smartleaf Asset Management LLC |
| 0.08% | 0.07% | #55 | $2.4M | 81,279 | $2.0M | 81,279 | 00.00% | Unchanged |
| EARNED WEALTH ADVISORS, LLC |
| 0.15% | 0.14% | #50 | $2.3M | 79,693 | $2.1M | 83,822 | -4,129-4.93% | Reduce |
