| AWM CAPITAL, LLC |
| 3.22% | 2.92% | #3 | $40.2M | 821,857 | $32.2M | 760,676 | +61,181+8.04% | Add |
| Pathstone Holdings, LLC |
| 0.1% | 0.1% | #69 | $32.9M | 673,453 | $24.2M | 570,391 | +103,062+18.07% | Add |
| MASECO LLP |
| 0.82% | 0.78% | #16 | $29.0M | 594,139 | $24.9M | 588,403 | +5,736+0.97% | Add |
| Focus Partners Wealth |
| 0.03% | 0.03% | #107 | $27.8M | 569,426 | $23.8M | 536,976 | +32,450+6.04% | Add |
| Quantum Financial Advisors, LLC |
| 2.25% | 2.6% | #6 | $25.8M | 528,686 | $23.1M | 546,242 | -17,556-3.21% | Reduce |
| Five Oceans Advisors |
| 6.95% | 6.72% | #1 | $21.6M | 442,368 | $18.6M | 438,287 | +4,081+0.93% | Add |
| Forum Financial Management, LP |
| 0.23% | 0.22% | #44 | $17.9M | 365,681 | $15.9M | 374,559 | -8,878-2.37% | Reduce |
| Citrine Capital LLC |
| 5.86% | 6.04% | #2 | $15.8M | 323,640 | $13.9M | 328,652 | -5,012-1.53% | Reduce |
| Abacus Wealth Partners, LLC |
| 1.63% | 1.32% | #7 | $15.5M | 317,897 | $14.4M | 340,438 | -22,541-6.62% | Reduce |
| EP Wealth Advisors, LLC |
| 0.06% | 0.06% | #88 | $15.0M | 307,473 | $13.0M | 307,238 | +235+0.08% | Add |
| Savant Capital, LLC |
| 0.04% | 0.04% | #100 | $12.8M | 262,183 | $9.1M | 214,628 | +47,555+22.16% | Add |
| Retirement Solution LLC |
| 2.45% | 2.61% | #5 | $12.6M | 256,769 | $11.0M | 260,449 | -3,680-1.41% | Reduce |
| Wealthspire Advisors, LLC |
| 0.05% | — | #90 | $9.4M | 191,799 | $0 | 0 | +191,799 | New Buy |
| Wealth Architects, LLC |
| 0.6% | 0.59% | #25 | $7.6M | 154,990 | $6.6M | 156,151 | -1,161-0.74% | Reduce |
| Elser Financial Planning, Inc |
| 0.27% | 0.26% | #38 | $6.2M | 126,249 | $5.3M | 126,714 | -465-0.37% | Reduce |
| SACHEM HILL LLC |
| 1.07% | 1.12% | #10 | $6.0M | 123,011 | $5.8M | 136,088 | -13,077-9.61% | Reduce |
| Francis Financial, Inc. |
| 0.87% | 0.82% | #13 | $5.3M | 109,210 | $4.4M | 104,993 | +4,217+4.02% | Add |
| Pure Financial Advisors, LLC |
| 0.07% | 0.07% | #84 | $5.1M | 104,452 | $4.6M | 107,826 | -3,374-3.13% | Reduce |
| Apella Capital, LLC |
| 0.07% | 0.07% | #83 | $4.9M | 102,996 | $4.5M | 95,547 | +7,449+7.80% | Add |
| BRIGHTON JONES LLC |
| 0.08% | — | #77 | $4.5M | 91,148 | $0 | 0 | +91,148 | New Buy |
| Greenspring Advisors, LLC |
| 0.25% | 0.39% | #41 | $4.5M | 91,141 | $6.4M | 150,393 | -59,252-39.40% | Reduce |
| TCI Wealth Advisors, Inc. |
| 0.18% | 0.19% | #50 | $4.1M | 84,357 | $3.6M | 85,003 | -646-0.76% | Reduce |
| Balanced Rock Investment Advisors LLC |
| 2.49% | 2.64% | #4 | $4.0M | 81,686 | $3.8M | 88,905 | -7,219-8.12% | Reduce |
| RAM Investment Partners, LLC |
| 0.61% | 0.53% | #24 | $3.8M | 78,545 | $3.0M | 71,045 | +7,500+10.56% | Add |
| Allodium Investment Consultants, LLC |
| 1.6% | 1.57% | #8 | $3.8M | 77,097 | $3.3M | 77,439 | -342-0.44% | Reduce |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | <0.01% | #146 | $3.8M | 76,739 | $3.1M | 72,002 | +4,737+6.58% | Add |
| DRIVE WEALTH MANAGEMENT, LLC |
| 0.63% | 0.67% | #23 | $3.6M | 72,657 | $3.2M | 74,388 | -1,731-2.33% | Reduce |
| OneDigital Investment Advisors LLC |
| 0.03% | 0.03% | #108 | $3.3M | 68,228 | $2.7M | 64,673 | +3,555+5.50% | Add |
| New Capital Management LP |
| 0.76% | 0.71% | #17 | $3.3M | 67,834 | $2.9M | 68,277 | -443-0.65% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | 0.01% | #143 | $3.2M | 66,534 | $3.1M | 73,007 | -6,473-8.87% | Reduce |
| Cerity Partners LLC |
| <0.01% | <0.01% | #151 | $3.2M | 65,090 | $1.2M | 28,041 | +37,049+132.12% | Add |
| Focus Partners Advisor Solutions, LLC |
| 0.03% | 0.02% | #112 | $3.1M | 63,340 | $2.3M | 55,140 | +8,200+14.87% | Add |
| Asset Dedication, LLC |
| 0.19% | 0.19% | #49 | $3.0M | 62,293 | $2.8M | 65,540 | -3,247-4.95% | Reduce |
| Perigon Wealth Management, LLC |
| 0.05% | 0.04% | #96 | $2.9M | 59,449 | $2.5M | 59,535 | -86-0.14% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #169 | $2.9M | 59,016 | $2.1M | 50,000 | +9,016+18.03% | Add |
| HILL ISLAND FINANCIAL LLC |
| 0.58% | 0.57% | #26 | $2.7M | 55,204 | $2.3M | 55,204 | 00.00% | Unchanged |
| Navigoe, LLC |
| 1.38% | 1.38% | #9 | $2.6M | 54,019 | $2.3M | 55,132 | -1,113-2.02% | Reduce |
| Corient Private Wealth LLC |
| <0.01% | <0.01% | #155 | $2.6M | 53,535 | $1.9M | 54,392 | -857-1.58% | Reduce |
| Equita Financial Network, Inc. |
| 0.71% | 0.59% | #19 | $2.6M | 52,655 | $1.9M | 44,327 | +8,328+18.79% | Add |
| QUARRY HILL ADVISORS, LLC |
| 0.98% | 0.98% | #11 | $2.6M | 52,268 | $2.4M | 50,033 | +2,235+4.47% | Add |
| Beacon Pointe Advisors, LLC |
| 0.01% | 0.01% | #128 | $2.5M | 50,694 | $2.1M | 49,789 | +905+1.82% | Add |
| Laird Norton Wetherby Trust Company, LLC |
| 0.05% | — | #93 | $2.4M | 49,725 | $0 | 0 | +49,725 | New Buy |
| Klaas Financial Asset Advisors, LLC |
| 0.29% | 0.28% | #37 | $2.3M | 47,886 | $2.0M | 48,078 | -192-0.40% | Reduce |
| Triune Financial Partners, LLC |
| 0.45% | 0.46% | #30 | $2.2M | 44,576 | $1.9M | 45,307 | -731-1.61% | Reduce |
| Cordant, Inc. |
| 0.68% | 0.6% | #20 | $1.9M | 38,343 | $1.5M | 34,964 | +3,379+9.66% | Add |
| Simplicity Wealth,LLC |
| 0.06% | 0.08% | #86 | $1.8M | 37,709 | $1.5M | 34,674 | +3,035+8.75% | Add |
| Planning Center, Inc. |
| 0.17% | 0.16% | #54 | $1.7M | 35,784 | $1.5M | 36,373 | -589-1.62% | Reduce |
| RW Investment Management LLC |
| 0.15% | 0.14% | #56 | $1.7M | 34,137 | $1.4M | 32,961 | +1,176+3.57% | Add |
| Longview Financial Advisors LLC |
| 0.82% | 0.86% | #15 | $1.7M | 34,136 | $1.6M | 37,483 | -3,347-8.93% | Reduce |
| Clarity Wealth Development LLC |
| 0.91% | — | #12 | $1.6M | 33,627 | $0 | 0 | +33,627 | New Buy |
