| Tencap Wealth Coaching, LLC |
| 25.49% | 26.74% | #1 | $80.4M | 1.2M | $71.1M | 1.2M | +11,607+0.97% | Add |
| Beacon Pointe Advisors, LLC |
| 0.24% | 0.24% | #19 | $52.2M | 785,013 | $44.7M | 752,651 | +32,362+4.30% | Add |
| BCR Wealth Strategies, LLC |
| 14.62% | 14.67% | #2 | $52.1M | 782,808 | $46.8M | 788,878 | -6,070-0.77% | Reduce |
| FMB WEALTH MANAGEMENT |
| 8.01% | 8.04% | #3 | $21.8M | 327,365 | $19.4M | 327,637 | -272-0.08% | Reduce |
| RFG Advisory, LLC |
| 0.33% | 0.33% | #16 | $21.0M | 315,199 | $18.1M | 304,424 | +10,775+3.54% | Add |
| American Trust |
| 1.38% | 1.38% | #8 | $17.9M | 268,870 | $15.6M | 262,819 | +6,051+2.30% | Add |
| Pure Financial Advisors, LLC |
| 0.2% | 0.2% | #20 | $15.9M | 238,448 | $13.7M | 230,992 | +7,456+3.23% | Add |
| Versant Capital Management, Inc |
| 1.02% | 0.24% | #9 | $11.4M | 170,886 | $2.4M | 41,144 | +129,742+315.34% | Add |
| Corus Family Wealth Advisors |
| 5.41% | 5.41% | #4 | $7.9M | 118,194 | $6.6M | 111,973 | +6,221+5.56% | Add |
| LVZ, Inc. |
| 0.75% | 0.71% | #10 | $7.3M | 110,345 | $6.2M | 104,420 | +5,925+5.67% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | — | #51 | $7.1M | 106,712 | $0 | 0 | +106,712 | New Buy |
| STAGE HARBOR FINANCIAL, LLC |
| 3.54% | 2.99% | #5 | $6.1M | 92,079 | $4.5M | 76,042 | +16,037+21.09% | Add |
| Financial Harvest, LLC |
| 2.42% | 2.59% | #6 | $5.8M | 87,949 | $4.4M | 74,011 | +13,938+18.83% | Add |
| ASSETMARK, INC |
| 0.01% | 0.01% | #46 | $4.5M | 67,150 | $3.8M | 63,780 | +3,370+5.28% | Add |
| CITIGROUP INC |
| <0.01% | — | #53 | $3.8M | 57,489 | $0 | 0 | +57,489 | New Buy |
| HARBOUR INVESTMENTS, INC. |
| 0.05% | 0.05% | #34 | $3.4M | 51,847 | $3.0M | 51,124 | +723+1.41% | Add |
| PARK AVENUE SECURITIES LLC |
| 0.02% | — | #41 | $3.1M | 47,075 | $0 | 0 | +47,075 | New Buy |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #60 | $3.0M | 45,456 | $0 | 0 | +45,456 | New Buy |
| Private Advisor Group, LLC |
| 0.01% | 0.02% | #44 | $2.5M | 37,662 | $3.3M | 55,877 | -18,215-32.60% | Reduce |
| E-Wealth Partners, LLC |
| 1.75% | 1.83% | #7 | $2.4M | 36,389 | $2.3M | 38,278 | -1,889-4.93% | Reduce |
| TRUIST FINANCIAL CORP |
| <0.01% | — | #49 | $2.3M | 34,944 | $0 | 0 | +34,944 | New Buy |
| MML INVESTORS SERVICES, LLC |
| <0.01% | 0.01% | #48 | $2.1M | 31,154 | $4.5M | 75,086 | -43,932-58.51% | Reduce |
| Rockwood Wealth Management, LLC |
| 0.12% | 0.12% | #24 | $1.9M | 29,191 | $1.7M | 27,827 | +1,364+4.90% | Add |
| BIP Wealth, LLC |
| 0.05% | 0.06% | #32 | $1.9M | 28,851 | $1.5M | 25,225 | +3,626+14.37% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #50 | $1.8M | 26,870 | $647,850 | 10,916 | +15,954+146.15% | Add |
| VISTA CAPITAL PARTNERS, INC. |
| 0.02% | 0.03% | #38 | $1.5M | 22,023 | $1.0M | 17,363 | +4,660+26.84% | Add |
| VESTIA PERSONAL WEALTH ADVISORS |
| 0.47% | 0.58% | #13 | $1.4M | 21,209 | $1.2M | 20,806 | +403+1.94% | Add |
| Applied Capital LLC |
| 0.37% | 0.34% | #14 | $1.1M | 17,288 | $910,370 | 15,339 | +1,949+12.71% | Add |
| SwitchPoint Financial Planning, LLC |
| 0.65% | 0.64% | #11 | $1.1M | 17,034 | $937,671 | 15,799 | +1,235+7.82% | Add |
| Shepherd Financial Partners LLC |
| 0.08% | — | #29 | $1.0M | 15,203 | $0 | 0 | +15,203 | New Buy |
| CreativeOne Wealth, LLC |
| 0.02% | 0.03% | #39 | $1.0M | 15,122 | $1.1M | 18,657 | -3,535-18.95% | Reduce |
| Evanson Financial, LLC |
| 0.05% | — | #33 | $983,195 | 14,785 | $0 | 0 | +14,785 | New Buy |
| Financial Plan, Inc. |
| 0.09% | 0.09% | #28 | $910,518 | 13,692 | $811,077 | 13,666 | +26+0.19% | Add |
| Archvest Wealth Advisors, Inc. |
| 0.51% | 0.5% | #12 | $876,138 | 13,175 | $779,266 | 13,130 | +45+0.34% | Add |
| Financial Symmetry Inc |
| 0.26% | 0.27% | #18 | $771,999 | 11,609 | $746,110 | 11,609 | 00.00% | Unchanged |
| Live Oak Private Wealth LLC |
| 0.1% | 0.08% | #27 | $768,208 | 11,552 | $550,471 | 9,275 | +2,277+24.55% | Add |
| Apella Capital, LLC |
| 0.01% | 0.01% | #45 | $656,566 | 9,811 | $626,025 | 9,797 | +14+0.14% | Add |
| BCO Wealth Management LLC |
| 0.3% | 0.29% | #17 | $550,953 | 8,285 | $489,934 | 8,255 | +30+0.36% | Add |
| LPL Financial LLC |
| <0.01% | — | #62 | $523,852 | 7,877 | $0 | 0 | +7,877 | New Buy |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | — | #56 | $498,161 | 7,401 | $0 | 0 | +7,401 | New Buy |
| WINNACLE WEALTH LLC |
| 0.33% | 0.22% | #15 | $487,741 | 7,334 | $287,494 | 4,844 | +2,490+51.40% | Add |
| Selective Wealth Management, Inc. |
| 0.12% | — | #22 | $472,525 | 7,017 | $0 | 0 | +7,017 | New Buy |
| NWAM LLC |
| 0.02% | 0.03% | #35 | $470,290 | 7,072 | $443,070 | 7,465 | -393-5.26% | Reduce |
| OPTIMA CAPITAL LLC |
| 0.12% | 0.13% | #23 | $311,220 | 4,680 | $277,758 | 4,680 | 00.00% | Unchanged |
| Signature Resources Capital Management, LLC |
| 0.12% | 0.13% | #25 | $310,156 | 4,664 | $276,808 | 4,664 | 00.00% | Unchanged |
| Cloud Capital Management, LLC |
| 0.11% | 0.12% | #26 | $304,304 | 4,576 | $270,000 | 4,564 | +12+0.26% | Add |
| Monument Group Wealth Advisors, LLC |
| 0.14% | 0.15% | #21 | $301,834 | 3,504 | $268,321 | 4,521 | -1,017-22.50% | Reduce |
| 25 LLC |
| 0.08% | 0.08% | #30 | $288,585 | 4,340 | $248,191 | 4,182 | +158+3.78% | Add |
| MONOGRAPH WEALTH ADVISORS, LLC |
| 0.02% | 0.02% | #36 | $285,485 | 4,293 | $254,790 | 4,293 | 00.00% | Unchanged |
| WorthPointe, LLC |
| 0.07% | 0.07% | #31 | $278,092 | 4,182 | $247,922 | 4,177 | +5+0.12% | Add |
