| Truepoint, Inc. |
| 11.88% | 12.3% | #14 | $568.9M | 13.5M | $551.5M | 13.1M | +414,390+3.17% | Add |
| PRUDENTIAL FINANCIAL INC |
| 0.59% | 0.56% | #205 | $543.5M | 12.9M | $457.0M | 10.8M | +2.1M+18.95% | Add |
| FACTORY MUTUAL INSURANCE CO |
| 4% | 2.16% | #81 | $426.1M | 10.1M | $191.6M | 4.5M | +5.6M+122.41% | Add |
| Petersen Hastings Wealth Advisors Inc. |
| 17.42% | 17.68% | #4 | $207.6M | 4.9M | $193.0M | 4.6M | +347,537+7.60% | Add |
| Apella Capital, LLC |
| 2.76% | 2.79% | #109 | $196.1M | 4.7M | $188.2M | 4.4M | +259,037+5.88% | Add |
| True Link Financial Advisors, LLC |
| 10.83% | 11.12% | #19 | $187.2M | 4.4M | $180.0M | 4.3M | +171,245+4.02% | Add |
| Elser Financial Planning, Inc |
| 8.09% | 8.62% | #38 | $186.5M | 4.4M | $177.7M | 4.2M | +217,288+5.17% | Add |
| Beacon Pointe Advisors, LLC |
| 0.76% | 0.83% | #187 | $164.5M | 3.9M | $156.9M | 3.7M | +181,906+4.90% | Add |
| Great Waters Wealth Management |
| 14.99% | 15.51% | #5 | $161.8M | 3.8M | $146.6M | 3.5M | +362,107+10.43% | Add |
| Root Financial Partners, LLC |
| 6.29% | 6.34% | #60 | $161.8M | 3.8M | $137.1M | 3.2M | +585,671+18.03% | Add |
| Vise Technologies, Inc. |
| 1.76% | 2.05% | #138 | $155.3M | 3.7M | $104.6M | 2.5M | +1.2M+49.67% | Add |
| OneDigital Investment Advisors LLC |
| 1.24% | 1.38% | #160 | $146.7M | 3.5M | $140.9M | 3.3M | +138,609+4.15% | Add |
| Acropolis Investment Management, LLC |
| 6.53% | 6.48% | #57 | $146.6M | 3.5M | $146.6M | 3.5M | -510-0.01% | Reduce |
| F/m Investments LLC |
| 7.32% | 8.51% | #46 | $144.1M | 3.4M | $128.2M | 3.0M | +377,260+12.43% | Add |
| Savant Capital, LLC |
| 0.42% | 0.72% | #228 | $143.5M | 3.4M | $149.0M | 3.5M | -130,852-3.71% | Reduce |
| Beaird Harris Wealth Management, LLC |
| 8.72% | 9.27% | #30 | $139.1M | 3.3M | $136.3M | 3.2M | +66,922+2.07% | Add |
| DiNuzzo Private Wealth, Inc. |
| 11.51% | 11.47% | #15 | $116.4M | 2.8M | $106.5M | 2.5M | +236,030+9.36% | Add |
| PHILLIPS FINANCIAL MANAGEMENT, LLC |
| 8.04% | 7.74% | #40 | $109.7M | 2.6M | $106.7M | 2.5M | +72,654+2.88% | Add |
| Allworth Financial LP |
| 0.46% | 0.56% | #223 | $108.7M | 2.6M | $137.5M | 3.3M | -681,746-20.93% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.11% | 0.11% | #317 | $89.8M | 2.1M | $75.9M | 1.8M | +329,324+18.32% | Add |
| Stratos Investment Management, LLC |
| 3.16% | 3.38% | #103 | $87.4M | 2.1M | $84.4M | 2.0M | +71,157+3.56% | Add |
| WPWealth LLP |
| 12.9% | 12.89% | #9 | $86.9M | 2.1M | $84.3M | 2.0M | +62,442+3.13% | Add |
| Core Wealth Management, Inc. |
| 22.35% | 22.92% | #3 | $79.5M | 1.9M | $74.8M | 1.8M | +112,725+6.36% | Add |
| HighTower Advisors, LLC |
| 0.07% | 0.08% | #345 | $75.4M | 1.8M | $74.5M | 1.8M | +21,214+1.20% | Add |
| Rather & Kittrell, Inc. |
| 10.15% | 10.38% | #25 | $72.6M | 1.7M | $67.3M | 1.6M | +126,690+7.95% | Add |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
| 9.56% | 10.26% | #28 | $67.2M | 1.6M | $65.1M | 1.5M | +50,298+3.26% | Add |
| Creative Capital Management Investments LLC |
| 14.56% | 16.66% | #6 | $63.1M | 1.5M | $58.0M | 1.4M | +120,292+8.75% | Add |
| Graves Light Lenhart Wealth, Inc. |
| 5.44% | 5.66% | #68 | $58.3M | 1.4M | $54.4M | 1.3M | +94,379+7.33% | Add |
| GeoWealth Management, LLC |
| 1.83% | 2.03% | #136 | $58.3M | 1.4M | $56.3M | 1.3M | +48,162+3.61% | Add |
| Pathstone Holdings, LLC |
| 0.17% | 0.23% | #288 | $58.2M | 1.4M | $57.8M | 1.4M | +10,114+0.74% | Add |
| Betterment LLC |
| 0.1% | 0.1% | #327 | $57.1M | 1.4M | $53.1M | 1.3M | +95,395+7.59% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #422 | $53.8M | 1.3M | $47.2M | 1.1M | +157,870+14.13% | Add |
| RW Investment Management LLC |
| 4.66% | 5.07% | #78 | $53.0M | 1.3M | $52.4M | 1.2M | +14,582+1.17% | Add |
| Strathmore Capital Advisors, Inc. |
| 14.06% | 14.43% | #7 | $52.2M | 1.3M | $51.1M | 1.2M | +50,443+4.19% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #423 | $49.1M | 1.2M | $39.9M | 944,499 | +218,744+23.16% | Add |
| HEFFERNAN ADVISORY, INC |
| 40.58% | 45.89% | #1 | $48.5M | 1.1M | $49.5M | 1.2M | -22,723-1.94% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #419 | $48.4M | 1.1M | $45.0M | 1.1M | +80,522+7.56% | Add |
| CITADEL ADVISORS LLC |
| 0.01% | <0.01% | #444 | $46.9M | 1.1M | $12.3M | 291,612 | +818,316+280.62% | Add |
| Pure Financial Advisors, LLC |
| 0.59% | 0.64% | #206 | $46.0M | 1.1M | $44.2M | 1.0M | +41,160+3.93% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.1% | 0.07% | #330 | $41.2M | 975,031 | $27.4M | 648,206 | +326,825+50.42% | Add |
| HBK Sorce Advisory LLC |
| 0.78% | 0.84% | #185 | $41.0M | 979,852 | $42.2M | 993,619 | -13,767-1.39% | Reduce |
| Focus Partners Advisor Solutions, LLC |
| 0.35% | 0.32% | #239 | $40.7M | 964,946 | $32.0M | 757,924 | +207,022+27.31% | Add |
| Ullmann Wealth Partners Group, LLC |
| 3.65% | 4.01% | #91 | $40.1M | 950,483 | $38.6M | 914,363 | +36,120+3.95% | Add |
| Parkshore Wealth Management, Inc. |
| 10.89% | 10.34% | #18 | $37.9M | 898,068 | $30.9M | 732,420 | +165,648+22.62% | Add |
| GREAT OAK CAPITAL PARTNERS, LLC |
| 8.07% | 8.03% | #39 | $37.3M | 893,243 | $34.5M | 812,515 | +80,728+9.94% | Add |
| Annandale Capital, LLC |
| 4.98% | 5.19% | #74 | $37.3M | 884,325 | $36.8M | 871,448 | +12,877+1.48% | Add |
| Bluespring Wealth Management, LLC |
| 0.71% | 2.3% | #189 | $36.9M | 873,444 | $26.7M | 631,454 | +241,990+38.32% | Add |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #443 | $36.6M | 866,442 | $33.3M | 789,783 | +76,659+9.71% | Add |
| Tencap Wealth Coaching, LLC |
| 11.39% | 12.58% | #16 | $35.9M | 850,105 | $33.4M | 790,708 | +59,397+7.51% | Add |
| Meeder Advisory Services, Inc. |
| 1.3% | — | #159 | $35.6M | 842,494 | $0 | 0 | +842,494 | New Buy |
