| Evensky & Katz LLC |
| 3.14% | 3.11% | #7 | $60.7M | 753,800 | $54.7M | 736,997 | +16,803+2.28% | Add |
| ENZI WEALTH |
| 18.26% | 17.43% | #1 | $57.7M | 715,903 | $50.2M | 677,009 | +38,894+5.74% | Add |
| AMERICAN CENTURY COMPANIES INC |
| 0.02% | 0.02% | #46 | $44.0M | 545,799 | $32.6M | 439,758 | +106,041+24.11% | Add |
| ECLECTIC ASSOCIATES INC /ADV |
| 4.46% | 4.02% | #3 | $39.2M | 486,208 | $30.2M | 407,811 | +78,397+19.22% | Add |
| Moisand Fitzgerald Tamayo, LLC |
| 3.57% | 3.55% | #5 | $36.5M | 453,485 | $33.0M | 444,730 | +8,755+1.97% | Add |
| Three Arch Wealth Management LLC |
| 4.96% | 5.12% | #2 | $32.3M | 401,168 | $28.4M | 383,511 | +17,657+4.60% | Add |
| Falcon Wealth Planning |
| 1.66% | 1.61% | #12 | $26.3M | 326,922 | $23.6M | 318,355 | +8,567+2.69% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.01% | 0.01% | #54 | $23.8M | 295,809 | $17.1M | 230,773 | +65,036+28.18% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #63 | $18.2M | 225,531 | $8.8M | 118,918 | +106,613+89.65% | Add |
| COMMERCE BANK |
| 0.07% | 0.04% | #35 | $16.3M | 201,998 | $9.2M | 123,615 | +78,383+63.41% | Add |
| FINANCIAL MANAGEMENT NETWORK INC |
| 2.19% | 1.72% | #10 | $15.3M | 188,845 | $11.2M | 147,447 | +41,398+28.08% | Add |
| Family Investment Center, Inc. |
| 2.31% | 2.3% | #9 | $13.9M | 172,975 | $11.9M | 160,917 | +12,058+7.49% | Add |
| Prosperity Planning, Inc. |
| 2.9% | 2.74% | #8 | $12.7M | 157,113 | $10.8M | 145,718 | +11,395+7.82% | Add |
| MORGAN STANLEY |
| <0.01% | — | #80 | $11.1M | 137,447 | $0 | 0 | +137,447 | New Buy |
| WMG Financial Advisors, LLC |
| 4.14% | 4.29% | #4 | $11.0M | 136,540 | $10.3M | 138,490 | -1,950-1.41% | Reduce |
| IHT Wealth Management, LLC |
| 0.21% | 0.21% | #30 | $9.7M | 119,943 | $8.8M | 119,197 | +746+0.63% | Add |
| Corient Private Wealth LLC |
| 0.01% | 0.01% | #58 | $9.1M | 112,542 | $4.6M | 61,412 | +51,130+83.26% | Add |
| PNC FINANCIAL SERVICES GROUP, INC. |
| <0.01% | <0.01% | #62 | $9.0M | 112,158 | $5.3M | 71,660 | +40,498+56.51% | Add |
| Rialto Wealth Management, LLC |
| 1.65% | 1.64% | #13 | $8.3M | 103,572 | $7.3M | 98,654 | +4,918+4.99% | Add |
| Quadcap Wealth Management, LLC |
| 0.79% | 0.83% | #17 | $8.1M | 100,661 | $7.3M | 98,653 | +2,008+2.04% | Add |
| B&D White Capital Company, LLC |
| 0.78% | 1.01% | #18 | $7.8M | 96,924 | $8.2M | 110,488 | -13,564-12.28% | Reduce |
| Team Financial Group, LLC |
| 3.29% | 3.08% | #6 | $7.8M | 96,363 | $6.8M | 91,574 | +4,789+5.23% | Add |
| Maridea Wealth Management LLC |
| 0.73% | 0.88% | #20 | $6.7M | 83,666 | $6.0M | 81,119 | +2,547+3.14% | Add |
| Allegheny Financial Group |
| 0.69% | 0.16% | #21 | $6.5M | 80,919 | $1.2M | 15,938 | +64,981+407.71% | Add |
| Farther Finance Advisors, LLC |
| 0.04% | 0.04% | #39 | $5.1M | 63,245 | $4.1M | 55,073 | +8,172+14.84% | Add |
| Henderson Brothers Financial Partners, LLC |
| 1.72% | 1.68% | #11 | $3.6M | 45,038 | $6.6M | 89,407 | -44,369-49.63% | Reduce |
| Triangle Securities Wealth Management |
| 0.81% | 0.8% | #14 | $3.5M | 47,262 | $3.5M | 47,262 | 00.00% | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #78 | $3.3M | 41,151 | $2.3M | 31,252 | +9,899+31.67% | Add |
| Premier Path Wealth Partners, LLC |
| 0.34% | 0.31% | #24 | $3.0M | 37,033 | $2.4M | 31,759 | +5,274+16.61% | Add |
| PEAPACK GLADSTONE FINANCIAL CORP |
| 0.03% | 0.03% | #40 | $2.9M | 36,435 | $2.2M | 29,146 | +7,289+25.01% | Add |
| FIRST NATIONAL BANK SIOUX FALLS |
| 0.8% | 0.77% | #15 | $2.8M | 36,723 | $2.8M | 36,723 | 00.00% | Unchanged |
| Chicago Partners Investment Group LLC |
| 0.05% | 0.05% | #37 | $2.4M | 30,248 | $2.3M | 29,177 | +1,071+3.67% | Add |
| Haven Private, LLC |
| 0.8% | 0.73% | #16 | $2.1M | 26,120 | $1.7M | 22,509 | +3,611+16.04% | Add |
| TWO SIGMA INVESTMENTS, LP |
| <0.01% | — | #75 | $1.8M | 22,400 | $0 | 0 | +22,400 | New Buy |
| MOSAIC FAMILY WEALTH PARTNERS, LLC |
| 0.11% | 0.1% | #33 | $1.7M | 21,185 | $1.0M | 13,484 | +7,701+57.11% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #70 | $1.5M | 18,255 | $1.2M | 16,240 | +2,015+12.41% | Add |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
| 0.01% | <0.01% | #59 | $1.4M | 17,725 | $143,835 | 1,939 | +15,786+814.13% | Add |
| WORLD EQUITY GROUP, INC. |
| 0.31% | — | #25 | $1.4M | 17,278 | $0 | 0 | +17,278 | New Buy |
| Atria Investments, Inc |
| 0.01% | — | #48 | $1.4M | 17,288 | $0 | 0 | +17,288 | New Buy |
| Herold Advisors, Inc. |
| 0.27% | 0.24% | #26 | $1.4M | 17,046 | $1.1M | 14,581 | +2,465+16.91% | Add |
| Nvest Wealth Strategies, Inc. |
| 0.76% | 0.77% | #19 | $1.2M | 15,178 | $1.1M | 14,861 | +317+2.13% | Add |
| Networth Advisors, LLC |
| 0.66% | — | #23 | $1.1M | 14,105 | $0 | 0 | +14,105 | New Buy |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #67 | $1.0M | 12,896 | $868,138 | 11,703 | +1,193+10.19% | Add |
| Legacy Capital Wealth Partners, LLC |
| 0.18% | 0.18% | #31 | $964,174 | 11,972 | $888,797 | 11,982 | -10-0.08% | Reduce |
| Capital Analysts, LLC |
| 0.02% | 0.01% | #45 | $914,556 | 11,356 | $293,000 | 4,115 | +7,241+175.97% | Add |
| Global Retirement Partners, LLC |
| 0.01% | — | #52 | $859,847 | 10,677 | $0 | 0 | +10,677 | New Buy |
| SEEDS INVESTOR LLC |
| 0.08% | 0.07% | #34 | $803,739 | 9,980 | $548,619 | 7,164 | +2,816+39.31% | Add |
| Wedmont Private Capital |
| 0.02% | 0.02% | #44 | $775,862 | 9,630 | $701,380 | 9,215 | +415+4.50% | Add |
| DIVERSIFY WEALTH MANAGEMENT, LLC |
| 0.01% | 0.01% | #56 | $767,318 | 9,431 | $623,023 | 8,020 | +1,411+17.59% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #86 | $744,385 | 9,243 | $0 | 0 | +9,243 | New Buy |
