| Abacus Wealth Partners, LLC |
| 13.24% | 11.94% | #1 | $126.0M | 11.1M | $130.7M | 12.7M | -1.6M-12.60% | Reduce |
| BRIGHTON JONES LLC |
| 0.82% | 1.6% | #9 | $44.0M | 3.9M | $38.0M | 3.7M | +193,654+5.27% | Add |
| Focus Partners Wealth |
| 0.04% | 0.04% | #35 | $37.7M | 3.3M | $37.2M | 3.5M | -222,564-6.29% | Reduce |
| FMR LLC |
| <0.01% | <0.01% | #70 | $22.8M | 2.0M | $15.6M | 1.5M | +492,777+32.67% | Add |
| First Pacific Financial |
| 2.06% | 2.01% | #5 | $17.3M | 1.5M | $15.6M | 1.5M | +6,970+0.46% | Add |
| Wealthspire Advisors, LLC |
| 0.09% | — | #29 | $17.3M | 1.5M | $0 | 0 | +1.5M | New Buy |
| Forum Financial Management, LP |
| 0.2% | 0.19% | #20 | $15.4M | 1.4M | $13.7M | 1.3M | +30,351+2.29% | Add |
| Savant Capital, LLC |
| 0.04% | 0.03% | #37 | $12.3M | 1.1M | $5.2M | 507,143 | +616,329+121.53% | Add |
| PFG Investments, LLC |
| 0.4% | 0.44% | #14 | $10.3M | 902,746 | $9.5M | 919,239 | -16,493-1.79% | Reduce |
| NATURAL INVESTMENTS, LLC |
| 2.2% | 2.07% | #3 | $10.0M | 880,979 | $8.4M | 812,243 | +68,736+8.46% | Add |
| SOA Wealth Advisors, LLC. |
| 0.56% | 1.02% | #12 | $7.1M | 625,963 | $5.6M | 540,065 | +85,898+15.91% | Add |
| WCG Wealth Advisors LLC |
| 0.17% | 0.16% | #22 | $7.1M | 624,753 | $5.6M | 546,100 | +78,653+14.40% | Add |
| Colorado Capital Management, Inc. |
| 2.35% | 2.28% | #2 | $6.8M | 601,126 | $6.1M | 590,875 | +10,251+1.73% | Add |
| MASECO LLP |
| 0.17% | 0.16% | #21 | $6.0M | 527,020 | $5.2M | 501,057 | +25,963+5.18% | Add |
| MISSION WEALTH MANAGEMENT, LP |
| 0.07% | 0.13% | #31 | $5.7M | 496,294 | $6.5M | 631,905 | -135,611-21.46% | Reduce |
| North Berkeley Wealth Management, LLC |
| 2.1% | 2.62% | #4 | $5.2M | 456,331 | $5.0M | 480,025 | -23,694-4.94% | Reduce |
| Sand Hill Global Advisors, LLC |
| 0.14% | 0.14% | #25 | $4.6M | 404,502 | $4.1M | 396,605 | +7,897+1.99% | Add |
| EP Wealth Advisors, LLC |
| 0.02% | 0.02% | #48 | $4.2M | 368,065 | $3.8M | 364,658 | +3,407+0.93% | Add |
| Envestnet Portfolio Solutions, Inc. |
| 0.02% | 0.02% | #47 | $3.8M | 333,764 | $3.4M | 331,078 | +2,686+0.81% | Add |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #60 | $3.7M | 322,160 | $3.4M | 333,587 | -11,427-3.43% | Reduce |
| Focus Partners Advisor Solutions, LLC |
| 0.03% | 0.04% | #41 | $3.6M | 317,422 | $3.6M | 351,710 | -34,288-9.75% | Reduce |
| Meritas Wealth Management, LLC |
| 1.16% | 1.05% | #8 | $3.0M | 260,974 | $2.3M | 225,198 | +35,776+15.89% | Add |
| Balanced Rock Investment Advisors LLC |
| 1.84% | 1.86% | #6 | $2.9M | 258,929 | $2.6M | 256,090 | +2,839+1.11% | Add |
| Allodium Investment Consultants, LLC |
| 1.25% | 1.2% | #7 | $2.9M | 257,545 | $2.5M | 242,850 | +14,695+6.05% | Add |
| Beacon Pointe Advisors, LLC |
| 0.01% | 0.01% | #50 | $2.8M | 249,156 | $2.6M | 248,542 | +614+0.25% | Add |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC |
| 0.79% | 0.8% | #10 | $2.6M | 231,474 | $2.4M | 230,087 | +1,387+0.60% | Add |
| Perigon Wealth Management, LLC |
| 0.04% | 0.04% | #34 | $2.5M | 216,361 | $2.2M | 216,880 | -519-0.24% | Reduce |
| Koss-Olinger Consulting, LLC |
| 0.17% | 0.22% | #23 | $2.2M | 191,759 | $2.7M | 259,627 | -67,868-26.14% | Reduce |
| Prime Capital Investment Advisors, LLC |
| 0.01% | 0.02% | #49 | $1.5M | 132,462 | $1.4M | 132,200 | +262+0.20% | Add |
| US BANCORP \DE\ |
| <0.01% | <0.01% | #69 | $1.4M | 121,079 | $1.2M | 119,065 | +2,014+1.69% | Add |
| Betterment LLC |
| <0.01% | <0.01% | #66 | $1.4M | 118,698 | $1.2M | 113,866 | +4,832+4.24% | Add |
| Silver Oak Advisory Group, Inc. |
| 0.47% | 0.43% | #13 | $1.2M | 104,767 | $993,000 | 96,144 | +8,623+8.97% | Add |
| Level Financial Advisors |
| 0.26% | 0.27% | #15 | $1.2M | 102,899 | $1.1M | 103,622 | -723-0.70% | Reduce |
| Dynamic Advisor Solutions LLC |
| 0.03% | 0.03% | #38 | $1.2M | 101,998 | $992,115 | 96,042 | +5,956+6.20% | Add |
| Mason & Associates Inc |
| 0.15% | 0.18% | #24 | $956,989 | 84,057 | $934,639 | 91,992 | -7,935-8.63% | Reduce |
| Index Fund Advisors, Inc. |
| 0.04% | 0.04% | #36 | $929,412 | 81,635 | $909,866 | 88,080 | -6,445-7.32% | Reduce |
| Pine Haven Investment Counsel, Inc |
| 0.62% | 0.61% | #11 | $927,730 | 81,487 | $824,200 | 79,787 | +1,700+2.13% | Add |
| Modera Wealth Management, LLC |
| 0.01% | 0.01% | #53 | $722,937 | 63,499 | $674,653 | 65,310 | -1,811-2.77% | Reduce |
| Composition Wealth, LLC |
| 0.01% | <0.01% | #54 | $647,890 | 56,907 | $148,344 | 14,360 | +42,547+296.29% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #71 | $546,435 | 47,996 | $3,429 | 332 | +47,664+14,356.63% | Add |
| Boston Common Asset Management, LLC |
| 0.03% | — | #40 | $535,038 | 46,995 | $0 | 0 | +46,995 | New Buy |
| Ariadne Wealth Management, LP |
| 0.23% | 0.21% | #17 | $514,856 | 45,222 | $478,041 | 46,277 | -1,055-2.28% | Reduce |
| Private Wealth Management Group, LLC |
| 0.12% | 0.11% | #27 | $514,045 | 45,151 | $423,861 | 41,032 | +4,119+10.04% | Add |
| Corient Private Wealth LLC |
| <0.01% | <0.01% | #74 | $498,430 | 43,780 | $266,997 | 53,200 | -9,420-17.71% | Reduce |
| NWAM LLC |
| 0.02% | 0.02% | #44 | $472,523 | 41,504 | $418,400 | 40,503 | +1,001+2.47% | Add |
| D.A. DAVIDSON & CO. |
| <0.01% | <0.01% | #63 | $468,117 | 41,117 | $444,645 | 43,044 | -1,927-4.48% | Reduce |
| Aegis Wealth Management LLC |
| 0.2% | 0.22% | #19 | $429,966 | 37,766 | $390,123 | 37,766 | 00.00% | Unchanged |
| Equitable Holdings, Inc. |
| <0.01% | <0.01% | #64 | $422,075 | 37,073 | $352,612 | 33,905 | +3,168+9.34% | Add |
| AQR CAPITAL MANAGEMENT LLC |
| <0.01% | <0.01% | #80 | $420,107 | 36,900 | $392,426 | 37,989 | -1,089-2.87% | Reduce |
| Apella Capital, LLC |
| 0.01% | 0.01% | #57 | $406,921 | 35,446 | $400,540 | 35,446 | 00.00% | Unchanged |
