| First Pacific Financial |
| 9.22% | 8.22% | #1 | $77.4M | 934,501 | $63.8M | 865,248 | +69,253+8.00% | Add |
| Wealth Management Nebraska |
| 6.3% | 6.01% | #4 | $70.6M | 853,135 | $59.3M | 804,355 | +48,780+6.06% | Add |
| Arlington Financial Advisors, LLC |
| 6.92% | 6.81% | #3 | $54.5M | 658,572 | $47.8M | 648,037 | +10,535+1.63% | Add |
| Farther Finance Advisors, LLC |
| 0.24% | 0.25% | #64 | $30.3M | 366,544 | $26.9M | 362,171 | +4,373+1.21% | Add |
| Sivia Capital Partners, LLC |
| 3.44% | 1.86% | #9 | $28.3M | 341,600 | $9.6M | 129,798 | +211,802+163.18% | Add |
| Strategic Investment Solutions, Inc. /IL |
| 4.8% | 5.04% | #7 | $21.0M | 253,320 | $20.7M | 280,765 | -27,445-9.78% | Reduce |
| DiNuzzo Private Wealth, Inc. |
| 1.98% | 1.85% | #15 | $20.0M | 241,364 | $17.2M | 233,140 | +8,224+3.53% | Add |
| Plancorp, LLC |
| 0.43% | 0.38% | #52 | $17.7M | 214,260 | $13.5M | 175,115 | +39,145+22.35% | Add |
| Abacus Planning Group, Inc. |
| 2.17% | 2.1% | #14 | $17.6M | 212,101 | $15.6M | 211,923 | +178+0.08% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #188 | $17.3M | 209,490 | $12.5M | 174,765 | +34,725+19.87% | Add |
| Bryant Woods Investment Advisors, LLC |
| 4.05% | 4.58% | #8 | $14.5M | 175,702 | $12.5M | 168,830 | +6,872+4.07% | Add |
| Greenspring Advisors, LLC |
| 0.8% | 0.73% | #31 | $14.5M | 175,063 | $12.0M | 162,731 | +12,332+7.58% | Add |
| Stratos Investment Management, LLC |
| 0.49% | 0.47% | #46 | $13.6M | 163,934 | $11.8M | 159,513 | +4,421+2.77% | Add |
| Apella Capital, LLC |
| 0.19% | 0.17% | #72 | $13.2M | 159,183 | $11.4M | 143,283 | +15,900+11.10% | Add |
| Keyes, Stange & Wooten Wealth Management, LLC |
| 5.21% | 5.67% | #6 | $13.1M | 157,672 | $12.7M | 172,254 | -14,582-8.47% | Reduce |
| Triune Financial Partners, LLC |
| 2.56% | 2.53% | #12 | $12.2M | 147,925 | $10.7M | 144,467 | +3,458+2.39% | Add |
| MASECO LLP |
| 0.33% | 0.33% | #58 | $11.9M | 143,211 | $10.4M | 141,602 | +1,609+1.14% | Add |
| Physician Wealth Advisors, Inc. |
| 1.3% | 1.52% | #22 | $10.9M | 131,656 | $10.9M | 147,895 | -16,239-10.98% | Reduce |
| Royal Harbor Partners, LLC |
| 3.16% | 3.1% | #10 | $10.2M | 123,069 | $9.2M | 124,250 | -1,181-0.95% | Reduce |
| BIP Wealth, LLC |
| 0.27% | 0.22% | #61 | $9.7M | 116,965 | $5.3M | 72,356 | +44,609+61.65% | Add |
| Strathmore Capital Advisors, Inc. |
| 2.52% | 2.44% | #13 | $9.4M | 113,097 | $8.6M | 108,243 | +4,854+4.48% | Add |
| BROWN ADVISORY INC |
| 0.01% | — | #145 | $9.3M | 112,149 | $0 | 0 | +112,149 | New Buy |
| American Investment Services, Inc. |
| 1.92% | 1.87% | #16 | $9.1M | 110,004 | $8.4M | 113,542 | -3,538-3.12% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #178 | $8.8M | 106,185 | $2.0M | 26,475 | +79,710+301.08% | Add |
| HFG Wealth Management, LLC |
| 8.65% | 5.44% | #2 | $8.6M | 103,945 | $9.9M | 133,896 | -29,951-22.37% | Reduce |
| DEMMING FINANCIAL SERVICES CORP /ADV |
| 5.36% | 5.33% | #5 | $8.4M | 101,768 | $7.3M | 99,467 | +2,301+2.31% | Add |
| Evanson Financial, LLC |
| 0.42% | — | #53 | $8.4M | 101,769 | $0 | 0 | +101,769 | New Buy |
| MERCER GLOBAL ADVISORS INC /ADV |
| 0.01% | 0.01% | #158 | $6.7M | 81,157 | $4.6M | 62,224 | +18,933+30.43% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #159 | $6.5M | 78,153 | $5.2M | 70,666 | +7,487+10.59% | Add |
| TCI Wealth Advisors, Inc. |
| 0.28% | 0.31% | #60 | $6.4M | 77,330 | $5.8M | 79,147 | -1,817-2.30% | Reduce |
| Foster Group, Inc. |
| 0.16% | 0.05% | #80 | $6.0M | 73,001 | $1.6M | 21,065 | +51,936+246.55% | Add |
| BUILDER INVESTMENT GROUP INC /ADV |
| 1.1% | 1.1% | #27 | $5.5M | 66,816 | $5.0M | 68,442 | -1,626-2.38% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #187 | $5.5M | 66,218 | $4.4M | 59,488 | +6,730+11.31% | Add |
| Family Manage LLC |
| 0.53% | 0.47% | #41 | $5.1M | 62,182 | $3.9M | 52,768 | +9,414+17.84% | Add |
| AQR CAPITAL MANAGEMENT LLC |
| <0.01% | <0.01% | #183 | $5.1M | 61,657 | $4.6M | 62,384 | -727-1.17% | Reduce |
| Lakewood Asset Management LLC |
| 2.69% | 0.76% | #11 | $4.9M | 59,183 | $1.2M | 16,142 | +43,041+266.64% | Add |
| Sprinkle Financial Consultants LLC |
| 1.75% | 1.75% | #17 | $4.4M | 53,732 | $3.8M | 51,457 | +2,275+4.42% | Add |
| Berger Financial Group, Inc |
| 0.22% | 0.21% | #68 | $4.3M | 52,274 | $3.8M | 51,845 | +429+0.83% | Add |
| SC&H Financial Advisors, Inc. |
| 0.56% | 0.55% | #34 | $4.2M | 51,130 | $3.6M | 49,157 | +1,973+4.01% | Add |
| Parkshore Wealth Management, Inc. |
| 1.2% | 0.98% | #25 | $4.2M | 50,659 | $2.9M | 39,918 | +10,741+26.91% | Add |
| Keating Financial Advisory Services, Inc. |
| 0.53% | 0.44% | #40 | $4.0M | 48,686 | $2.7M | 36,661 | +12,025+32.80% | Add |
| MATHER GROUP, LLC. |
| 0.03% | 0.03% | #122 | $3.8M | 45,667 | $3.4M | 45,433 | +234+0.52% | Add |
| Shore Point Advisors, LLC |
| 1.23% | 1.19% | #24 | $3.7M | 44,121 | $3.0M | 40,779 | +3,342+8.20% | Add |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #173 | $3.7M | 44,090 | $3.2M | 43,571 | +519+1.19% | Add |
| Parkwoods Wealth Partners, LLC |
| 0.54% | 0.65% | #38 | $3.4M | 40,968 | $2.7M | 35,941 | +5,027+13.99% | Add |
| Warburton Capital Management, LLC |
| 1.36% | 1.44% | #20 | $3.3M | 40,371 | $2.9M | 38,224 | +2,147+5.62% | Add |
| Krilogy Financial LLC |
| 0.1% | 0.11% | #101 | $3.2M | 39,033 | $3.3M | 42,300 | -3,267-7.72% | Reduce |
| Spinnaker Investment Group, LLC |
| 0.52% | 0.49% | #43 | $3.2M | 38,873 | $2.4M | 32,845 | +6,028+18.35% | Add |
| AssuredPartners Investment Advisors, LLC |
| 0.29% | 0.26% | #59 | $3.0M | 36,082 | $2.4M | 31,991 | +4,091+12.79% | Add |
| Barry Investment Advisors, LLC |
| 0.62% | 0.53% | #33 | $3.0M | 35,771 | $2.4M | 32,826 | +2,945+8.97% | Add |
