| Matson Money. Inc. |
| 4.73% | 4.97% | #6 | $169.9M | 4.1M | $162.1M | 3.9M | +216,758+5.58% | Add |
| Beacon Pointe Advisors, LLC |
| 0.23% | 0.25% | #56 | $48.8M | 1.2M | $47.3M | 1.1M | +47,488+4.19% | Add |
| Planning Center, Inc. |
| 4.23% | 4.48% | #9 | $44.8M | 1.1M | $44.2M | 1.1M | +26,743+2.53% | Add |
| Hill Investment Group Partners, LLC |
| 3.24% | 3.65% | #15 | $31.7M | 769,537 | $33.0M | 791,225 | -21,688-2.74% | Reduce |
| PINNEY & SCOFIELD, INC. |
| 12.42% | 12.71% | #1 | $25.4M | 615,557 | $23.6M | 564,887 | +50,670+8.97% | Add |
| Rather & Kittrell, Inc. |
| 3.38% | 3.44% | #11 | $24.2M | 586,834 | $22.3M | 533,670 | +53,164+9.96% | Add |
| Leading Edge Financial Planning LLC |
| 4.27% | 4.52% | #8 | $24.0M | 580,584 | $21.5M | 515,024 | +65,560+12.73% | Add |
| Fortitude Family Office, LLC |
| 4.35% | 4.7% | #7 | $22.4M | 543,933 | $21.0M | 504,266 | +39,667+7.87% | Add |
| Geometric Wealth Advisors |
| 2.37% | 2.67% | #18 | $21.9M | 531,015 | $21.3M | 511,563 | +19,452+3.80% | Add |
| Stratos Investment Management, LLC |
| 0.73% | 0.78% | #39 | $20.2M | 490,315 | $19.4M | 466,060 | +24,255+5.20% | Add |
| Physician Wealth Solutions Inc. |
| 7.24% | 7.39% | #3 | $19.1M | 462,726 | $17.9M | 427,914 | +34,812+8.14% | Add |
| Level Financial Advisors |
| 3.34% | 3.65% | #13 | $15.0M | 362,625 | $14.3M | 342,611 | +20,014+5.84% | Add |
| SCRATCH CAPITAL LLC |
| 7.17% | 8.34% | #4 | $14.4M | 350,137 | $14.6M | 349,021 | +1,116+0.32% | Add |
| Core Wealth Management, Inc. |
| 3.66% | 3.24% | #10 | $13.0M | 315,342 | $10.6M | 253,735 | +61,607+24.28% | Add |
| Yardley Wealth Management LLC |
| 5.9% | 6.16% | #5 | $13.0M | 315,060 | $12.0M | 288,125 | +26,935+9.35% | Add |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
| 1.82% | 2.01% | #21 | $12.8M | 310,187 | $12.7M | 305,143 | +5,044+1.65% | Add |
| KFG WEALTH MANAGEMENT, LLC |
| 1.23% | 1.38% | #30 | $10.9M | 264,903 | $10.6M | 255,045 | +9,858+3.87% | Add |
| Savant Capital, LLC |
| 0.03% | 0.05% | #95 | $10.9M | 263,878 | $10.0M | 240,173 | +23,705+9.87% | Add |
| New Dimensions Wealth Management, LLC |
| 8% | 8.35% | #2 | $10.6M | 256,742 | $9.8M | 235,276 | +21,466+9.12% | Add |
| Five Oceans Advisors |
| 3.37% | 3.84% | #12 | $10.5M | 254,425 | $10.6M | 254,425 | 00.00% | Unchanged |
| MONOGRAPH WEALTH ADVISORS, LLC |
| 0.8% | 0.92% | #34 | $9.8M | 237,163 | $9.7M | 233,375 | +3,788+1.62% | Add |
| Apella Capital, LLC |
| 0.14% | 0.14% | #73 | $9.6M | 233,025 | $9.6M | 227,411 | +5,614+2.47% | Add |
| Financial Plan, Inc. |
| 0.91% | 0.86% | #32 | $9.5M | 231,318 | $8.1M | 193,415 | +37,903+19.60% | Add |
| Heirloom Wealth Management |
| 1.13% | 1.44% | #31 | $7.8M | 188,774 | $8.0M | 192,214 | -3,440-1.79% | Reduce |
| Austin Wealth Management, LLC |
| 1.58% | 1.71% | #25 | $7.5M | 181,479 | $7.5M | 179,713 | +1,766+0.98% | Add |
| Sterling Financial Planning, Inc. |
| 2.02% | 2.11% | #19 | $7.4M | 179,710 | $7.1M | 170,748 | +8,962+5.25% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #134 | $6.7M | 162,472 | $5.7M | 136,938 | +25,534+18.65% | Add |
| Vestment Financial LLC |
| 2.94% | 3.15% | #17 | $6.6M | 159,371 | $6.7M | 158,546 | +825+0.52% | Add |
| Forum Financial Management, LP |
| 0.08% | 0.1% | #82 | $6.0M | 146,508 | $6.8M | 163,359 | -16,851-10.32% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #143 | $6.0M | 146,317 | $4.9M | 117,827 | +28,490+24.18% | Add |
| Foundry Financial LLC |
| 1.93% | 2.11% | #20 | $5.7M | 138,594 | $5.0M | 119,478 | +19,116+16.00% | Add |
| BCU Wealth Advisors, LLC |
| 1.75% | 1.8% | #23 | $5.3M | 127,636 | $4.8M | 116,000 | +11,636+10.03% | Add |
| Henrickson Nauta Wealth Advisors, Inc. |
| 1.26% | 1.29% | #29 | $5.2M | 125,241 | $4.6M | 110,231 | +15,010+13.62% | Add |
| Ares Financial Consulting, LLC |
| 3.11% | 3.43% | #16 | $4.5M | 108,404 | $4.4M | 104,508 | +3,896+3.73% | Add |
| McCartney Wealth Management LLC |
| 3.32% | 3.51% | #14 | $4.4M | 106,130 | $4.2M | 100,011 | +6,119+6.12% | Add |
| Wealthspire Advisors, LLC |
| 0.02% | — | #99 | $4.1M | 100,344 | $0 | 0 | +100,344 | New Buy |
| PARK AVENUE SECURITIES LLC |
| 0.03% | 0.03% | #98 | $4.0M | 97,723 | $3.3M | 78,733 | +18,990+24.12% | Add |
| Porter White Investment Advisors, Inc. |
| 1.55% | 1.57% | #26 | $4.0M | 97,595 | $3.9M | 94,247 | +3,348+3.55% | Add |
| AWM CAPITAL, LLC |
| 0.32% | 0.32% | #49 | $4.0M | 97,231 | $3.5M | 83,841 | +13,390+15.97% | Add |
| Farther Finance Advisors, LLC |
| 0.03% | 0.03% | #97 | $4.0M | 96,227 | $3.6M | 85,525 | +10,702+12.51% | Add |
| Grove Street Fiduciary, LLC |
| 1.62% | 1.71% | #24 | $3.8M | 92,861 | $3.9M | 93,188 | -327-0.35% | Reduce |
| ENTREWEALTH, LLC |
| 1.39% | 1.52% | #27 | $3.8M | 92,575 | $3.4M | 81,267 | +11,308+13.91% | Add |
| FLOW TRADERS U.S. LLC |
| 0.15% | — | #70 | $3.6M | 87,453 | $0 | 0 | +87,453 | New Buy |
| Altiora Financial Group, LLC |
| 0.51% | 0.54% | #44 | $3.3M | 78,994 | $3.3M | 78,596 | +398+0.51% | Add |
| City State Bank |
| 0.73% | 0.66% | #38 | $3.2M | 77,711 | $2.5M | 60,567 | +17,144+28.31% | Add |
| Amicus Financial Advisors, LLC |
| 0.78% | 0.64% | #35 | $3.2M | 77,154 | $2.3M | 55,838 | +21,316+38.17% | Add |
| ASSETMARK, INC |
| 0.01% | 0.01% | #114 | $3.2M | 76,723 | $2.9M | 70,663 | +6,060+8.58% | Add |
| BRIGHTON JONES LLC |
| 0.06% | — | #84 | $3.1M | 74,292 | $0 | 0 | +74,292 | New Buy |
| Balanced Rock Investment Advisors LLC |
| 1.78% | 1.8% | #22 | $2.8M | 69,050 | $2.6M | 61,553 | +7,497+12.18% | Add |
| MB Generational Wealth, LLC |
| 1.33% | 1.27% | #28 | $2.7M | 65,950 | $2.3M | 55,075 | +10,875+19.75% | Add |
