| Abacus Wealth Partners, LLC |
| 15.79% | 12.33% | #1 | $150.2M | 2.9M | $135.1M | 2.6M | +272,811+10.45% | Add |
| MASECO LLP |
| 2.81% | 3.01% | #5 | $100.1M | 1.9M | $96.0M | 1.9M | +65,938+3.55% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| 0.07% | 0.06% | #63 | $52.5M | 1.0M | $43.6M | 841,677 | +164,970+19.60% | Add |
| Quantum Financial Advisors, LLC |
| 2.45% | 3.06% | #6 | $28.2M | 540,560 | $27.2M | 526,362 | +14,198+2.70% | Add |
| Simplicity Wealth,LLC |
| 0.51% | 0.74% | #19 | $15.1M | 290,108 | $13.0M | 251,974 | +38,134+15.13% | Add |
| SEI INVESTMENTS CO |
| 0.01% | 0.01% | #90 | $14.9M | 285,526 | $13.5M | 261,136 | +24,390+9.34% | Add |
| SEEDS INVESTOR LLC |
| 1.38% | 1.83% | #13 | $13.5M | 258,358 | $13.4M | 256,943 | +1,415+0.55% | Add |
| Composition Wealth, LLC |
| 0.15% | 0.17% | #39 | $12.6M | 241,479 | $12.7M | 245,066 | -3,587-1.46% | Reduce |
| Parkshore Wealth Management, Inc. |
| 3.53% | 3.74% | #3 | $12.3M | 235,814 | $11.2M | 216,430 | +19,384+8.96% | Add |
| Planning Center, Inc. |
| 0.95% | 0.99% | #14 | $10.1M | 193,316 | $9.8M | 188,959 | +4,357+2.31% | Add |
| Momentous Wealth Management, Inc. |
| 5.06% | 5.44% | #2 | $9.9M | 189,457 | $9.5M | 184,145 | +5,312+2.88% | Add |
| Apella Capital, LLC |
| 0.13% | 0.12% | #43 | $9.4M | 181,331 | $8.3M | 159,046 | +22,285+14.01% | Add |
| Citrine Capital LLC |
| 3.17% | 3.71% | #4 | $8.6M | 164,174 | $8.5M | 165,210 | -1,036-0.63% | Reduce |
| Corient Private Wealth LLC |
| 0.01% | 0.01% | #97 | $7.1M | 135,845 | $6.5M | 125,547 | +10,298+8.20% | Add |
| Shira Ridge Wealth Management |
| 2.31% | — | #8 | $6.6M | 126,923 | $0 | 0 | +126,923 | New Buy |
| Allodium Investment Consultants, LLC |
| 2.45% | 2.59% | #7 | $5.8M | 110,544 | $5.4M | 104,718 | +5,826+5.56% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | 0.01% | #94 | $5.3M | 101,695 | $4.9M | 94,666 | +7,029+7.43% | Add |
| Focus Partners Advisor Solutions, LLC |
| 0.04% | 0.04% | #71 | $4.9M | 94,318 | $4.2M | 81,092 | +13,226+16.31% | Add |
| OneDigital Investment Advisors LLC |
| 0.04% | 0.04% | #72 | $4.8M | 92,956 | $4.0M | 77,360 | +15,596+20.16% | Add |
| Beacon Pointe Advisors, LLC |
| 0.02% | 0.02% | #81 | $4.8M | 92,724 | $4.6M | 88,898 | +3,826+4.30% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | — | #114 | $4.7M | 90,070 | $0 | 0 | +90,070 | New Buy |
| Clarity Wealth Development LLC |
| 2.08% | — | #9 | $3.8M | 72,072 | $0 | 0 | +72,072 | New Buy |
| RAM Investment Partners, LLC |
| 0.52% | 0.57% | #18 | $3.2M | 62,167 | $3.2M | 62,797 | -630-1.00% | Reduce |
| Betterment LLC |
| 0.01% | 0.01% | #99 | $3.0M | 58,449 | $3.0M | 58,369 | +80+0.14% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #113 | $2.6M | 49,833 | $2.5M | 48,492 | +1,341+2.77% | Add |
| SUMMIT WEALTH GROUP LLC / CO |
| 0.21% | 0.27% | #32 | $2.6M | 49,039 | $2.6M | 49,498 | -459-0.93% | Reduce |
| BEACON HILL WEALTH MANAGEMENT LTD. |
| 1.61% | — | #11 | $2.3M | 44,461 | $0 | 0 | +44,461 | New Buy |
| Farther Finance Advisors, LLC |
| 0.02% | 0.02% | #84 | $2.3M | 44,191 | $2.4M | 46,704 | -2,513-5.38% | Reduce |
| AA Financial Advisors, LLC |
| 0.26% | 0.31% | #29 | $2.2M | 42,282 | $2.2M | 42,789 | -507-1.18% | Reduce |
| Sequoia Financial Advisors, LLC |
| 0.01% | 0.01% | #92 | $1.9M | 36,340 | $1.4M | 26,211 | +10,129+38.64% | Add |
| von Borstel & Associates, Inc. |
| 0.37% | 0.2% | #24 | $1.8M | 34,250 | $890,000 | 17,201 | +17,049+99.12% | Add |
| Creative Capital Management Investments LLC |
| 0.41% | 0.4% | #21 | $1.8M | 34,240 | $1.4M | 26,629 | +7,611+28.58% | Add |
| Wheels Up Wealth, Inc. |
| 1.4% | 1.35% | #12 | $1.6M | 31,600 | $1.4M | 27,707 | +3,893+14.05% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #104 | $1.6M | 31,001 | $1.0M | 19,885 | +11,116+55.90% | Add |
| Vermillion Wealth Management, Inc. |
| 0.36% | 0.6% | #25 | $1.6M | 29,868 | $1.5M | 29,560 | +308+1.04% | Add |
| Babb Wealth Advisors LLC |
| 0.73% | 0.72% | #15 | $1.5M | 28,869 | $1.3M | 25,315 | +3,554+14.04% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #116 | $1.4M | 27,687 | $625,415 | 12,087 | +15,600+129.06% | Add |
| Tanager Wealth Management LLP |
| 0.12% | 0.13% | #46 | $1.4M | 27,362 | $1.3M | 25,926 | +1,436+5.54% | Add |
| Samalin Investment Counsel, LLC |
| 0.44% | 0.5% | #20 | $1.4M | 27,209 | $1.4M | 27,094 | +115+0.42% | Add |
| FIDUCIARY FINANCIAL ADVISORS |
| 0.14% | 0.26% | #40 | $1.3M | 25,742 | $289,760 | 5,600 | +20,142+359.68% | Add |
| Vise Technologies, Inc. |
| 0.01% | 0.01% | #88 | $1.3M | 25,149 | $649,021 | 12,529 | +12,620+100.73% | Add |
| RW Investment Management LLC |
| 0.1% | 0.11% | #51 | $1.2M | 22,272 | $1.1M | 22,208 | +64+0.29% | Add |
| Root Financial Partners, LLC |
| 0.04% | 0.04% | #70 | $1.1M | 21,465 | $935,866 | 18,087 | +3,378+18.68% | Add |
| Wealth Advisors Northwest LLC |
| 0.38% | 0.38% | #23 | $1.1M | 21,157 | $907,483 | 17,538 | +3,619+20.64% | Add |
| CURIO WEALTH, LLC |
| 0.34% | 0.37% | #26 | $1.1M | 21,108 | $1.1M | 20,814 | +294+1.41% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #108 | $1.1M | 20,479 | $1.1M | 20,356 | +123+0.60% | Add |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #109 | $1.0M | 19,418 | $1.0M | 19,401 | +17+0.09% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #102 | $972,581 | 18,664 | $975,000 | 18,844 | -180-0.96% | Reduce |
| Broadhurst Jeffrey B |
| 1.97% | 2.38% | #10 | $924,952 | 17,750 | $2.3M | 44,869 | -27,119-60.44% | Reduce |
| Flagstone Financial Management |
| 0.2% | 0.22% | #34 | $901,070 | 17,292 | $886,337 | 17,130 | +162+0.95% | Add |
