| JONES FINANCIAL COMPANIES LLLP |
| 1.38% | 1.41% | #160 | $3.45B | 33.3M | $2.93B | 30.4M | +2.9M+9.58% | Add |
| Creative Planning |
| 1.54% | 1.61% | #152 | $2.63B | 25.5M | $2.37B | 23.8M | +1.7M+7.30% | Add |
| Savant Capital, LLC |
| 3.54% | 5.56% | #65 | $1.20B | 11.7M | $1.15B | 11.5M | +168,387+1.46% | Add |
| Focus Partners Wealth |
| 0.51% | 0.49% | #226 | $496.0M | 4.8M | $437.3M | 4.4M | +437,385+10.00% | Add |
| Focus Partners Advisor Solutions, LLC |
| 4.1% | 4.14% | #44 | $483.5M | 4.7M | $410.9M | 4.1M | +574,313+13.95% | Add |
| Accredited Investors Inc. |
| 11.96% | 14.17% | #4 | $276.7M | 2.7M | $263.0M | 2.6M | +51,471+1.95% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.06% | 0.07% | #414 | $271.7M | 2.6M | $255.9M | 2.6M | +74,465+2.91% | Add |
| Modera Wealth Management, LLC |
| 2.6% | 2.62% | #97 | $243.4M | 2.4M | $218.5M | 2.2M | +173,576+7.93% | Add |
| Mason Investment Advisory Services, Inc. |
| 9.22% | 10.88% | #8 | $242.3M | 2.4M | $235.7M | 2.4M | -8,994-0.38% | Reduce |
| Haverford Trust Co |
| 1.52% | 1.52% | #156 | $175.7M | 1.7M | $165.8M | 1.7M | +44,361+2.67% | Add |
| LPL Financial LLC |
| 0.04% | 0.04% | #455 | $173.7M | 1.7M | $163.4M | 1.6M | +49,082+3.00% | Add |
| Pure Financial Advisors, LLC |
| 2.18% | 2.38% | #112 | $169.7M | 1.6M | $164.6M | 1.6M | -1,040-0.06% | Reduce |
| Cerity Partners LLC |
| 0.2% | 0.2% | #315 | $168.2M | 1.6M | $142.2M | 1.4M | +208,767+14.67% | Add |
| AMERICAN CENTURY COMPANIES INC |
| 0.06% | 0.06% | #419 | $137.0M | 1.3M | $120.0M | 1.2M | +127,603+10.62% | Add |
| Corient Private Wealth LLC |
| 0.09% | 0.19% | #395 | $113.1M | 1.1M | $132.6M | 1.3M | -232,293-17.46% | Reduce |
| MORGAN STANLEY |
| 0.01% | <0.01% | #587 | $106.8M | 1.0M | $65.2M | 732,319 | +303,982+41.51% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #577 | $104.8M | 1.0M | $79.9M | 800,212 | +216,521+27.06% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.06% | 0.05% | #428 | $104.7M | 1.0M | $76.2M | 762,781 | +253,588+33.25% | Add |
| BANK OF MONTREAL /CAN/ |
| 0.03% | 0.04% | #465 | $103.4M | 1.0M | $95.6M | 957,139 | +45,987+4.80% | Add |
| Unison Advisors LLC |
| 5.98% | 6.27% | #21 | $85.7M | 831,796 | $82.6M | 827,530 | +4,266+0.52% | Add |
| TCI Wealth Advisors, Inc. |
| 3.34% | 3.7% | #72 | $77.3M | 749,670 | $69.7M | 697,531 | +52,139+7.47% | Add |
| Frontier Asset Management, LLC |
| 12.29% | 13.82% | #3 | $68.6M | 665,648 | $65.9M | 660,273 | +5,375+0.81% | Add |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
| 1% | 1.09% | #179 | $68.4M | 663,940 | $63.0M | 630,579 | +33,361+5.29% | Add |
| Sequoia Financial Advisors, LLC |
| 0.32% | 0.36% | #266 | $64.2M | 622,801 | $64.6M | 647,182 | -24,381-3.77% | Reduce |
| Wealth Management Nebraska |
| 5.28% | 5.72% | #27 | $59.2M | 574,120 | $56.4M | 565,044 | +9,076+1.61% | Add |
| Burton Enright Welch |
| 6.71% | 7.57% | #17 | $57.1M | 554,449 | $55.7M | 557,390 | -2,941-0.53% | Reduce |
| Empowered Funds, LLC |
| 0.3% | 0.35% | #272 | $56.5M | 548,409 | $54.3M | 543,283 | +5,126+0.94% | Add |
| EP Wealth Advisors, LLC |
| 0.21% | 0.26% | #307 | $54.7M | 530,912 | $53.1M | 532,125 | -1,213-0.23% | Reduce |
| Apella Capital, LLC |
| 0.77% | 0.78% | #197 | $54.6M | 525,853 | $52.8M | 489,839 | +36,014+7.35% | Add |
| HighTower Advisors, LLC |
| 0.05% | 0.05% | #434 | $53.1M | 514,954 | $51.7M | 517,400 | -2,446-0.47% | Reduce |
| PARK AVENUE SECURITIES LLC |
| 0.33% | 0.37% | #262 | $52.4M | 508,290 | $47.8M | 478,967 | +29,323+6.12% | Add |
| Foster Group, Inc. |
| 1.37% | 1.47% | #161 | $51.7M | 501,980 | $49.5M | 495,563 | +6,417+1.29% | Add |
| Hill Investment Group Partners, LLC |
| 5.2% | 5.58% | #28 | $50.9M | 494,300 | $50.5M | 506,111 | -11,811-2.33% | Reduce |
| Cetera Investment Advisers |
| 0.05% | 0.05% | #445 | $50.0M | 484,875 | $44.8M | 448,414 | +36,461+8.13% | Add |
| Petersen Hastings Wealth Advisors Inc. |
| 4.19% | 4.63% | #43 | $49.9M | 484,542 | $50.5M | 505,685 | -21,143-4.18% | Reduce |
| Brickley Wealth Management |
| 6.65% | 7.73% | #18 | $46.3M | 449,714 | $45.1M | 451,270 | -1,556-0.34% | Reduce |
| Beaird Harris Wealth Management, LLC |
| 2.76% | 2.9% | #94 | $44.0M | 427,007 | $42.6M | 426,729 | +278+0.07% | Add |
| Greenline Partners, LLC |
| 4.45% | 4.42% | #35 | $43.8M | 424,813 | $41.1M | 411,922 | +12,891+3.13% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #542 | $43.4M | 421,412 | $40.2M | 402,129 | +19,283+4.80% | Add |
| Horizon Investments, LLC |
| 0.45% | 0.58% | #244 | $42.7M | 414,103 | $52.7M | 527,553 | -113,450-21.50% | Reduce |
| Moisand Fitzgerald Tamayo, LLC |
| 3.86% | 4.06% | #51 | $39.6M | 384,008 | $37.8M | 378,227 | +5,781+1.53% | Add |
| STIFEL FINANCIAL CORP |
| 0.03% | 0.04% | #475 | $37.5M | 363,714 | $38.4M | 384,046 | -20,332-5.29% | Reduce |
| Allegiance Financial Group Advisory Services LLC |
| 6.48% | 6.73% | #19 | $37.4M | 362,990 | $33.8M | 339,046 | +23,944+7.06% | Add |
| Pathstone Holdings, LLC |
| 0.11% | 0.12% | #380 | $36.1M | 350,754 | $31.2M | 312,794 | +37,960+12.14% | Add |
| Cresset Asset Management, LLC |
| 0.13% | 0.15% | #361 | $35.1M | 340,704 | $34.0M | 340,704 | 00.00% | Unchanged |
| Symmetry Partners, LLC |
| 1.79% | 1.93% | #133 | $35.1M | 340,588 | $33.7M | 337,844 | +2,744+0.81% | Add |
| Werba Rubin Papier Wealth Management |
| 4.24% | 4.55% | #42 | $34.9M | 338,706 | $32.7M | 327,494 | +11,212+3.42% | Add |
| Marquette Asset Management, LLC |
| 4.37% | 4.93% | #38 | $34.0M | 330,111 | $33.0M | 330,321 | -210-0.06% | Reduce |
| AlphaCore Capital LLC |
| 0.61% | 0.76% | #216 | $33.0M | 319,885 | $32.2M | 322,571 | -2,686-0.83% | Reduce |
| Meredith Wealth Planning |
| 7.73% | 8.48% | #13 | $32.8M | 317,877 | $31.3M | 313,555 | +4,322+1.38% | Add |
