| Meredith Wealth Planning |
| 6.95% | 6.64% | #1 | $29.5M | 297,253 | $24.5M | 278,601 | +18,652+6.69% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.03% | 0.03% | #81 | $25.2M | 254,389 | $20.2M | 229,663 | +24,726+10.77% | Add |
| Greenspring Advisors, LLC |
| 0.91% | 0.93% | #19 | $16.4M | 165,420 | $15.3M | 174,176 | -8,756-5.03% | Reduce |
| GFG Capital, LLC |
| 4.46% | — | #3 | $16.2M | 163,602 | $0 | 0 | +163,602 | New Buy |
| Compass Ion Advisors, LLC |
| 1.02% | 0.72% | #16 | $11.8M | 118,846 | $7.6M | 86,197 | +32,649+37.88% | Add |
| BIP Wealth, LLC |
| 0.33% | 0.39% | #34 | $11.6M | 116,708 | $9.5M | 108,447 | +8,261+7.62% | Add |
| AQR CAPITAL MANAGEMENT LLC |
| <0.01% | <0.01% | #119 | $10.7M | 108,276 | $9.5M | 108,276 | 00.00% | Unchanged |
| IEQ CAPITAL, LLC |
| 0.05% | 0.04% | #69 | $9.9M | 100,131 | $8.8M | 100,131 | 00.00% | Unchanged |
| Nova R Wealth, Inc. |
| 2.77% | 2.74% | #7 | $9.5M | 95,762 | $8.6M | 97,677 | -1,915-1.96% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #128 | $9.3M | 94,256 | $7.9M | 89,653 | +4,603+5.13% | Add |
| Index Fund Advisors, Inc. |
| 0.36% | 0.34% | #31 | $9.0M | 90,746 | $7.6M | 86,746 | +4,000+4.61% | Add |
| Paragon Advisors, LLC |
| 1.53% | 1.75% | #12 | $7.3M | 73,594 | $6.5M | 73,672 | -78-0.11% | Reduce |
| Pacific Asset Management, LLC |
| 3.5% | 3.62% | #4 | $7.1M | 71,984 | $6.5M | 73,563 | -1,579-2.15% | Reduce |
| Intelligent Financial Strategies |
| 3.08% | 2.97% | #6 | $6.4M | 64,521 | $5.7M | 64,831 | -310-0.48% | Reduce |
| FMB WEALTH MANAGEMENT |
| 2.26% | 2.26% | #9 | $6.2M | 62,065 | $5.5M | 61,992 | +73+0.12% | Add |
| Frankly Finances, LLC |
| 4.62% | 4.21% | #2 | $5.8M | 58,958 | $4.4M | 51,639 | +7,319+14.17% | Add |
| Sprinkle Financial Consultants LLC |
| 2.23% | 2.31% | #10 | $5.7M | 57,470 | $5.0M | 56,829 | +641+1.13% | Add |
| Cogent Private Wealth, Inc. |
| 3.21% | 2.06% | #5 | $5.1M | 51,846 | $2.9M | 32,474 | +19,372+59.65% | Add |
| Cresset Asset Management, LLC |
| 0.02% | 0.01% | #94 | $5.1M | 51,619 | $1.8M | 20,839 | +30,780+147.70% | Add |
| Align Financial, LLC |
| 2.41% | 2.23% | #8 | $4.8M | 48,466 | $3.9M | 44,493 | +3,973+8.93% | Add |
| Hutchens & Kramer Investment Management Group, LLC |
| 1.27% | 0.85% | #15 | $4.8M | 47,965 | $2.7M | 30,686 | +17,279+56.31% | Add |
| Werba Rubin Papier Wealth Management |
| 0.55% | 0.46% | #27 | $4.5M | 45,424 | $3.3M | 37,528 | +7,896+21.04% | Add |
| B&D White Capital Company, LLC |
| 0.43% | 0.48% | #29 | $4.3M | 43,782 | $3.9M | 43,782 | 00.00% | Unchanged |
| Fermata Advisors, LLC |
| 0.88% | 0.85% | #20 | $4.3M | 43,716 | $3.8M | 43,094 | +622+1.44% | Add |
| Corient Private Wealth LLC |
| <0.01% | <0.01% | #123 | $4.0M | 40,718 | $3.4M | 38,163 | +2,555+6.69% | Add |
| ENTREWEALTH, LLC |
| 1.45% | 1.42% | #14 | $3.9M | 38,882 | $3.2M | 36,076 | +2,806+7.78% | Add |
| Savant Capital, LLC |
| 0.01% | — | #101 | $3.8M | 38,733 | $0 | 0 | +38,733 | New Buy |
| CreativeOne Wealth, LLC |
| 0.08% | 0.07% | #56 | $3.5M | 35,784 | $3.1M | 34,659 | +1,125+3.25% | Add |
| Yardley Wealth Management LLC |
| 1.52% | 1.51% | #13 | $3.4M | 33,830 | $3.0M | 33,521 | +309+0.92% | Add |
| SC&H Financial Advisors, Inc. |
| 0.42% | 0.4% | #30 | $3.2M | 32,246 | $2.7M | 30,186 | +2,060+6.82% | Add |
| Evanson Financial, LLC |
| 0.16% | — | #45 | $3.2M | 32,115 | $0 | 0 | +32,115 | New Buy |
| Wilkerson Advisory Group LLC |
| 0.97% | 0.97% | #17 | $3.2M | 32,013 | $2.8M | 32,207 | -194-0.60% | Reduce |
| Betterment LLC |
| <0.01% | <0.01% | #115 | $2.9M | 29,116 | $2.6M | 29,062 | +54+0.19% | Add |
| ARQ WEALTH ADVISORS, LLC |
| 0.35% | 0.25% | #32 | $2.9M | 28,783 | $1.4M | 15,872 | +12,911+81.34% | Add |
| Ridgeline Wealth, LLC |
| 1.6% | 1.76% | #11 | $2.7M | 27,621 | $2.5M | 27,940 | -319-1.14% | Reduce |
| Magnolia Private Wealth, LLC |
| 0.71% | 2.08% | #23 | $2.5M | 25,230 | $3.1M | 35,390 | -10,160-28.71% | Reduce |
| WCG Wealth Advisors LLC |
| 0.06% | 0.06% | #64 | $2.4M | 24,015 | $2.2M | 24,571 | -556-2.26% | Reduce |
| Integrity Wealth Solutions LLC |
| 0.76% | 0.6% | #22 | $2.1M | 20,692 | $1.5M | 17,345 | +3,347+19.30% | Add |
| CURIO WEALTH, LLC |
| 0.6% | 0.56% | #26 | $1.9M | 19,674 | $1.6M | 18,500 | +1,174+6.35% | Add |
| Oceanside Advisors LLC |
| 0.95% | 0.91% | #18 | $1.9M | 18,920 | $1.6M | 18,073 | +847+4.69% | Add |
| WMG Financial Advisors, LLC |
| 0.68% | 0.71% | #25 | $1.8M | 18,268 | $1.7M | 19,350 | -1,082-5.59% | Reduce |
| Focus Partners Advisor Solutions, LLC |
| 0.01% | 0.02% | #99 | $1.8M | 17,700 | $1.5M | 16,928 | +772+4.56% | Add |
| Apella Capital, LLC |
| 0.02% | 0.02% | #87 | $1.7M | 17,498 | $1.4M | 14,468 | +3,030+20.94% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | <0.01% | #129 | $1.6M | 16,013 | $1.4M | 16,205 | -192-1.18% | Reduce |
| Beacon Pointe Advisors, LLC |
| 0.01% | 0.01% | #110 | $1.5M | 14,699 | $1.2M | 13,659 | +1,040+7.61% | Add |
| Modera Wealth Management, LLC |
| 0.02% | 0.01% | #98 | $1.4M | 14,569 | $873,028 | 9,919 | +4,650+46.88% | Add |
| Avantax Planning Partners, Inc. |
| 0.04% | 0.03% | #77 | $1.4M | 14,459 | $1.1M | 12,756 | +1,703+13.35% | Add |
| Financial Plan, Inc. |
| 0.13% | 0.11% | #47 | $1.4M | 14,323 | $1.0M | 11,727 | +2,596+22.14% | Add |
| LAM GROUP, INC. |
| 0.7% | 0.63% | #24 | $1.4M | 14,226 | $1.1M | 12,991 | +1,235+9.51% | Add |
| Plancorp, LLC |
| 0.03% | 0.03% | #79 | $1.3M | 13,259 | $1.0M | 11,109 | +2,150+19.35% | Add |
