| Retirement Solution LLC |
| 49.95% | 53.13% | #1 | $255.5M | 5.5M | $224.6M | 5.5M | +11,912+0.22% | Add |
| AWM CAPITAL, LLC |
| 13.11% | 12.2% | #3 | $163.8M | 3.5M | $134.8M | 3.3M | +230,939+7.04% | Add |
| Quantum Financial Advisors, LLC |
| 9.65% | 11.07% | #4 | $111.0M | 2.4M | $98.7M | 2.4M | -22,007-0.92% | Reduce |
| Focus Partners Wealth |
| 0.1% | 0.09% | #154 | $100.7M | 2.2M | $81.6M | 1.9M | +227,971+11.80% | Add |
| MASECO LLP |
| 2.71% | 2.61% | #16 | $96.5M | 2.1M | $83.3M | 2.0M | +44,357+2.19% | Add |
| Citrine Capital LLC |
| 27.08% | 24.57% | #2 | $73.2M | 1.6M | $56.7M | 1.4M | +189,964+13.77% | Add |
| Pathstone Holdings, LLC |
| 0.2% | 0.2% | #108 | $70.3M | 1.5M | $50.6M | 1.2M | +275,779+22.38% | Add |
| Abacus Wealth Partners, LLC |
| 6.37% | 4.81% | #6 | $60.6M | 1.3M | $52.7M | 1.3M | +19,051+1.49% | Add |
| EP Wealth Advisors, LLC |
| 0.13% | 0.14% | #140 | $34.3M | 734,838 | $28.9M | 704,102 | +30,736+4.37% | Add |
| Savant Capital, LLC |
| 0.08% | 0.09% | #170 | $25.6M | 549,074 | $18.8M | 457,115 | +91,959+20.12% | Add |
| Five Oceans Advisors |
| 7.34% | 6.95% | #5 | $22.8M | 489,837 | $19.2M | 467,329 | +22,508+4.82% | Add |
| Forum Financial Management, LP |
| 0.28% | 0.26% | #81 | $22.0M | 471,383 | $18.5M | 449,583 | +21,800+4.85% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| 0.03% | 0.02% | #208 | $20.3M | 436,367 | $15.7M | 383,194 | +53,173+13.88% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.03% | 0.04% | #200 | $19.7M | 415,678 | $17.8M | 429,942 | -14,264-3.32% | Reduce |
| Pure Financial Advisors, LLC |
| 0.25% | 0.24% | #92 | $19.6M | 419,670 | $16.8M | 409,228 | +10,442+2.55% | Add |
| Focus Partners Advisor Solutions, LLC |
| 0.16% | 0.17% | #127 | $19.4M | 416,292 | $16.6M | 404,666 | +11,626+2.87% | Add |
| Apella Capital, LLC |
| 0.27% | 0.26% | #85 | $19.3M | 409,314 | $17.8M | 395,443 | +13,871+3.51% | Add |
| Gibson Capital, LLC |
| 2.87% | 2.87% | #13 | $17.5M | 375,765 | $15.4M | 375,765 | 00.00% | Unchanged |
| Beacon Pointe Advisors, LLC |
| 0.07% | 0.07% | #172 | $15.9M | 341,750 | $13.8M | 337,037 | +4,713+1.40% | Add |
| Simplicity Wealth,LLC |
| 0.5% | 0.69% | #59 | $14.9M | 319,712 | $12.2M | 297,206 | +22,506+7.57% | Add |
| Triune Financial Partners, LLC |
| 2.74% | 2.75% | #15 | $13.1M | 281,794 | $11.6M | 281,713 | +81+0.03% | Add |
| TCI Wealth Advisors, Inc. |
| 0.55% | 0.59% | #55 | $12.8M | 275,091 | $11.1M | 270,992 | +4,099+1.51% | Add |
| Wealth Architects, LLC |
| 0.99% | 0.98% | #34 | $12.5M | 267,678 | $11.0M | 267,085 | +593+0.22% | Add |
| OneDigital Investment Advisors LLC |
| 0.11% | 0.09% | #153 | $12.5M | 267,228 | $9.4M | 228,918 | +38,310+16.74% | Add |
| QUARRY HILL ADVISORS, LLC |
| 4.61% | 4.51% | #9 | $12.0M | 257,533 | $11.0M | 243,936 | +13,597+5.57% | Add |
| New Capital Management LP |
| 2.63% | 2.51% | #17 | $11.6M | 247,912 | $10.2M | 247,490 | +422+0.17% | Add |
| Betterment LLC |
| 0.02% | 0.02% | #215 | $11.5M | 246,132 | $10.8M | 261,727 | -15,595-5.96% | Reduce |
| Elser Financial Planning, Inc |
| 0.49% | 0.45% | #63 | $11.3M | 242,897 | $9.3M | 226,039 | +16,858+7.46% | Add |
| BRIGHTON JONES LLC |
| 0.2% | — | #110 | $10.9M | 233,340 | $0 | 0 | +233,340 | New Buy |
| NWAM LLC |
| 0.49% | 0.49% | #62 | $9.8M | 210,940 | $8.6M | 209,350 | +1,590+0.76% | Add |
| Corient Private Wealth LLC |
| 0.01% | 0.01% | #238 | $9.7M | 206,975 | $7.3M | 213,774 | -6,799-3.18% | Reduce |
| SJS Investment Consulting Inc. |
| 0.99% | 1.06% | #33 | $9.1M | 194,776 | $8.6M | 210,344 | -15,568-7.40% | Reduce |
| Momentous Wealth Management, Inc. |
| 4.64% | 4.56% | #8 | $9.1M | 194,319 | $8.0M | 194,063 | +256+0.13% | Add |
| Planning Center, Inc. |
| 0.82% | 0.77% | #41 | $8.7M | 186,762 | $7.6M | 184,743 | +2,019+1.09% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #249 | $8.6M | 185,046 | $6.9M | 167,718 | +17,328+10.33% | Add |
| Cardinal Point Capital Management ULC |
| 0.48% | 0.46% | #65 | $8.5M | 182,564 | $7.5M | 182,814 | -250-0.14% | Reduce |
| Wealthspire Advisors, LLC |
| 0.04% | 0.01% | #191 | $8.1M | 173,982 | $724,664 | 17,636 | +156,346+886.52% | Add |
| Equita Financial Network, Inc. |
| 2.07% | 1.54% | #23 | $7.4M | 159,672 | $4.9M | 119,102 | +40,570+34.06% | Add |
| Composition Wealth, LLC |
| 0.09% | 0.07% | #162 | $7.4M | 158,946 | $5.4M | 132,540 | +26,406+19.92% | Add |
| Clarity Wealth Development LLC |
| 4.04% | — | #11 | $7.3M | 156,216 | $0 | 0 | +156,216 | New Buy |
| Sequoia Financial Advisors, LLC |
| 0.03% | 0.03% | #197 | $7.0M | 150,199 | $6.2M | 151,398 | -1,199-0.79% | Reduce |
| ELEVATION WEALTH PARTNERS, LLC |
| 2% | 2.12% | #24 | $6.7M | 143,443 | $5.9M | 144,120 | -677-0.47% | Reduce |
| Allodium Investment Consultants, LLC |
| 2.82% | 2.87% | #14 | $6.6M | 142,553 | $6.0M | 145,937 | -3,384-2.32% | Reduce |
| RAM Investment Partners, LLC |
| 1.02% | 0.93% | #32 | $6.4M | 136,596 | $5.3M | 128,615 | +7,981+6.21% | Add |
| Donalies Financial Planning, LLC |
| 4.57% | 4.73% | #10 | $6.2M | 132,972 | $5.6M | 135,124 | -2,152-1.59% | Reduce |
| Vise Technologies, Inc. |
| 0.07% | 0.05% | #176 | $6.1M | 131,054 | $2.5M | 56,589 | +74,465+131.59% | Add |
| Root Financial Partners, LLC |
| 0.23% | 0.22% | #95 | $6.0M | 129,700 | $4.7M | 114,109 | +15,591+13.66% | Add |
| BROWN ADVISORY INC |
| 0.01% | 0.01% | #231 | $6.0M | 129,060 | $5.0M | 122,131 | +6,929+5.67% | Add |
| Wealth Management Strategies, Inc. |
| 2.26% | 2.31% | #22 | $5.8M | 124,022 | $5.1M | 124,143 | -121-0.10% | Reduce |
| Foster Group, Inc. |
| 0.14% | 0.14% | #137 | $5.4M | 115,631 | $4.8M | 117,845 | -2,214-1.88% | Reduce |
