| Planning Center, Inc. |
| 17.63% | 18.25% | #2 | $1.87亿 | 367.9万股 | $1.80亿 | 355.3万股 | +12.6万股+3.54% | 加仓 |
| Root Financial 合伙人Root Financial Partners, LLC |
| 3.68% | 3.55% | #19 | $9,476.8万 | 186.6万股 | $7,679.4万 | 151.4万股 | +35.2万股+23.24% | 加仓 |
| Vise科技Vise Technologies, Inc. |
| 1.03% | 1.16% | #49 | $9,073.5万 | 178.7万股 | $5,886.9万 | 116.2万股 | +62.5万股+53.74% | 加仓 |
| Prudent Man Investment Management, Inc. |
| 27.19% | 27.22% | #1 | $7,958.9万 | 157.1万股 | $8,089.8万 | 159.7万股 | -2.6万股-1.62% | 减仓 |
| Savant资本Savant Capital, LLC |
| 0.15% | 0.1% | #101 | $5,176.0万 | 101.9万股 | $2,074.1万 | 40.9万股 | +61.0万股+149.21% | 加仓 |
| Financial Harvest, LLC |
| 17.45% | 2.22% | #3 | $4,221.9万 | 83.1万股 | $376.4万 | 7.4万股 | +75.7万股+1,020.21% | 加仓 |
| SJS Investment Consulting Inc. |
| 4.08% | 4.57% | #17 | $3,747.5万 | 73.8万股 | $3,740.9万 | 73.8万股 | +279股+0.04% | 加仓 |
| SC&H Financial Advisors, Inc. |
| 4.35% | 4.64% | #15 | $3,280.0万 | 64.6万股 | $3,079.9万 | 60.7万股 | +3.9万股+6.35% | 加仓 |
| DiNuzzo Private Wealth, Inc. |
| 3.13% | 3.1% | #24 | $3,167.8万 | 62.4万股 | $2,881.7万 | 56.8万股 | +5.6万股+9.78% | 加仓 |
| Financial Plan, Inc. |
| 2.83% | 4.45% | #26 | $2,981.5万 | 58.7万股 | $4,147.8万 | 81.8万股 | -23.1万股-28.22% | 减仓 |
| American Capital Advisory, LLC |
| 9.46% | 9.9% | #6 | $2,599.4万 | 51.2万股 | $2,451.9万 | 48.4万股 | +2.8万股+5.87% | 加仓 |
| Sterling Wealth Management, Inc. |
| 6.3% | 6.89% | #9 | $2,534.8万 | 49.9万股 | $2,510.4万 | 49.5万股 | +4,116股+0.83% | 加仓 |
| Three Arch Wealth Management LLC |
| 3.31% | 3.31% | #22 | $2,155.8万 | 42.5万股 | $1,842.6万 | 36.3万股 | +6.1万股+16.84% | 加仓 |
| Rachor Investment Advisory Services, LLC |
| 9.81% | 10.23% | #5 | $1,992.8万 | 39.2万股 | $1,946.8万 | 38.4万股 | +8,543股+2.23% | 加仓 |
| Pillar Financial Advisors, LLC |
| 10.26% | 10.08% | #4 | $1,962.1万 | 38.6万股 | $1,725.3万 | 34.0万股 | +4.6万股+13.56% | 加仓 |
| 芝加哥合伙人投资集团Chicago Partners Investment Group LLC |
| 0.39% | 0.46% | #83 | $1,944.7万 | 38.4万股 | $2,075.7万 | 40.9万股 | -2.6万股-6.31% | 减仓 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC |
| 1.35% | 1.89% | #41 | $1,836.5万 | 36.2万股 | $2,611.8万 | 51.5万股 | -15.3万股-29.78% | 减仓 |
| Aspen Capital Management, LLC |
| 3.94% | 0.6% | #18 | $1,783.2万 | 35.1万股 | $240.4万 | 4.7万股 | +30.4万股+640.78% | 加仓 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
| 2.53% | 2.62% | #30 | $1,779.0万 | 35.0万股 | $1,664.0万 | 32.8万股 | +2.2万股+6.77% | 加仓 |
| Avestar Capital, LLC |
| 0.84% | 0.89% | #60 | $1,507.7万 | 29.7万股 | $1,386.0万 | 27.3万股 | +2.4万股+8.64% | 加仓 |
| Foundry Financial LLC |
| 4.54% | 5.17% | #14 | $1,347.3万 | 26.5万股 | $1,220.1万 | 24.1万股 | +2.5万股+10.27% | 加仓 |
| Johnson Wealth Management, LLC |
| 5.56% | 5.55% | #10 | $1,312.2万 | 25.8万股 | $1,149.5万 | 22.7万股 | +3.2万股+14.00% | 加仓 |
| MarinerMariner, LLC |
| 0.01% | 0.01% | #137 | $1,299.6万 | 25.6万股 | $1,211.2万 | 23.9万股 | +1.7万股+7.15% | 加仓 |
| Onyx Financial Advisors, LLC |
| 4.64% | 4.78% | #13 | $1,288.8万 | 25.4万股 | $1,151.7万 | 22.7万股 | +2.7万股+11.75% | 加仓 |
| Hiley Hunt Wealth Management |
| 5.03% | 5.18% | #12 | $1,273.2万 | 25.1万股 | $1,174.9万 | 23.2万股 | +1.9万股+8.22% | 加仓 |
| Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #155 | $1,147.3万 | 22.6万股 | $1,076.8万 | 21.2万股 | +1.4万股+6.40% | 加仓 |
| Babb Wealth Advisors LLC |
| 5.32% | 5.84% | #11 | $1,104.1万 | 21.7万股 | $1,067.5万 | 21.1万股 | +6,915股+3.28% | 加仓 |
| Wolfstich Capital, LLC |
| 8.28% | 6.17% | #7 | $1,087.1万 | 21.4万股 | $705.5万 | 13.9万股 | +7.5万股+53.75% | 加仓 |
| TAGStone Capital, Inc. |
| 3.38% | 4.09% | #21 | $1,062.6万 | 20.9万股 | $1,157.5万 | 22.8万股 | -1.9万股-8.33% | 减仓 |
| 财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.02% | 0.01% | #135 | $1,015.9万 | 20.0万股 | $456.2万 | 9.0万股 | +11.0万股+122.28% | 加仓 |
| New Dimensions Wealth Management, LLC |
| 7.66% | 8.53% | #8 | $1,014.3万 | 20.0万股 | $1,002.8万 | 19.8万股 | +1,993股+1.01% | 加仓 |
| Financial Symmetry Inc |
| 3.28% | 3.33% | #23 | $981.9万 | 19.3万股 | $936.5万 | 18.5万股 | +8,858股+4.80% | 加仓 |
| Tumwater Wealth Management, LLC |
| 3.55% | 3.76% | #20 | $981.7万 | 19.3万股 | $935.2万 | 18.4万股 | +8,913股+4.83% | 加仓 |
| Creative Planning财富管理Creative Planning |
| 0.01% | 0.01% | #146 | $899.6万 | 17.7万股 | $774.3万 | 15.3万股 | +2.4万股+16.02% | 加仓 |
| WEALTHSPAN PARTNERS, LLC |
| 2.74% | 2.84% | #27 | $870.6万 | 17.1万股 | $807.2万 | 15.9万股 | +1.2万股+7.70% | 加仓 |
| 阿卡迪奥斯财富顾问Arkadios Wealth Advisors |
| 0.13% | 0.13% | #106 | $854.0万 | 16.8万股 | $769.1万 | 15.2万股 | +1.7万股+10.89% | 加仓 |
| Choreo资本CHOREO, LLC |
| 0.09% | 0.09% | #112 | $848.2万 | 16.7万股 | $738.9万 | 14.6万股 | +2.1万股+14.63% | 加仓 |
| Ruedi Wealth Management, Inc. |
| 1.96% | 1.97% | #35 | $833.6万 | 16.4万股 | $765.8万 | 15.1万股 | +1.3万股+8.70% | 加仓 |
| Mattern Wealth Management LLC |
| 1.29% | 1.45% | #43 | $785.3万 | 15.5万股 | $742.8万 | 14.6万股 | +8,160股+5.57% | 加仓 |
| Shore Point Advisors, LLC |
| 2.59% | 2.92% | #29 | $773.4万 | 15.5万股 | $738.6万 | 14.8万股 | +6,669股+4.50% | 加仓 |
| Parkwoods Wealth Partners, LLC |
| 1.24% | 1.84% | #44 | $769.3万 | 15.1万股 | $751.8万 | 14.8万股 | +3,225股+2.18% | 加仓 |
| Leading Edge Financial Planning LLC |
| 1.37% | 1.49% | #39 | $767.2万 | 15.1万股 | $708.9万 | 14.0万股 | +1.1万股+8.07% | 加仓 |
| Tencap Wealth Coaching, LLC |
| 2.42% | — | #32 | $763.4万 | 15.0万股 | $0 | 0股 | +15.0万股 | 新买入 |
| FIDUCIARY FINANCIAL ADVISORS |
| 0.74% | — | #64 | $726.1万 | 14.3万股 | $0 | 0股 | +14.3万股 | 新买入 |
| Beacon Pointe顾问Beacon Pointe Advisors, LLC |
| 0.03% | 0.03% | #126 | $711.2万 | 14.0万股 | $641.3万 | 12.6万股 | +1.4万股+10.75% | 加仓 |
| Pathstone控股Pathstone Holdings, LLC |
| 0.02% | 0.01% | #132 | $690.4万 | 13.6万股 | $287.5万 | 5.7万股 | +7.9万股+139.83% | 加仓 |
| 城堡顾问CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #169 | $612.0万 | 12.1万股 | $445.2万 | 8.8万股 | +3.3万股+37.27% | 加仓 |
| Strategic Investment Solutions, Inc. /IL |
| 1.33% | 1.34% | #42 | $583.4万 | 11.5万股 | $551.9万 | 10.9万股 | +5,911股+5.43% | 加仓 |
| Prime Capital投资顾问Prime Capital Investment Advisors, LLC |
| 0.05% | 0.08% | #119 | $559.9万 | 11.0万股 | $656.1万 | 12.9万股 | -1.9万股-14.78% | 减仓 |
| Betterment智能投顾Betterment LLC |
| 0.01% | 0.01% | #142 | $556.2万 | 11.0万股 | $522.9万 | 10.3万股 | +6,411股+6.22% | 加仓 |
