| Truepoint, Inc. | 13,477,146 | $568.9m | 11.9% |
| PRUDENTIAL FINANCIAL INC | 12,875,670 | $543.5m | 0.6% |
| FACTORY MUTUAL INSURANCE CO | 10,093,835 | $426.1m | 4.0% |
| Petersen Hastings Wealth Advisors Inc. | 4,918,874 | $207.6m | 17.4% |
| Apella Capital, LLC | 4,667,514 | $196.1m | 2.8% |
| True Link Financial Advisors, LLC | 4,435,777 | $187.2m | 10.8% |
| Elser Financial Planning, Inc | 4,417,313 | $186.5m | 8.1% |
| Acropolis Investment Management, LLC | 4,065,684 | $171.6m | 6.8% |
| Beacon Pointe Advisors, LLC | 3,897,346 | $164.5m | 0.8% |
| Great Waters Wealth Management | 3,833,555 | $161.8m | 15.0% |
| Root Financial Partners, LLC | 3,833,356 | $161.8m | 6.3% |
| Vise Technologies, Inc. | 3,679,427 | $155.3m | 1.8% |
| OneDigital Investment Advisors LLC | 3,476,475 | $146.7m | 1.2% |
| F/m Investments LLC | 3,413,260 | $144.1m | 7.3% |
| Savant Capital, LLC | 3,399,250 | $143.5m | 0.4% |
| Beaird Harris Wealth Management, LLC | 3,296,316 | $139.1m | 8.8% |
| DiNuzzo Private Wealth, Inc. | 2,757,601 | $116.4m | 11.5% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 2,598,931 | $109.7m | 8.0% |
| Allworth Financial LP | 2,575,681 | $108.7m | 0.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | 2,127,154 | $89.8m | 0.1% |
| Stratos Investment Management, LLC | 2,069,549 | $87.4m | 3.2% |
| WPWealth LLP | 2,059,749 | $86.9m | 12.9% |
| Cambridge Investment Research Advisors, Inc. | 1,950,062 | $82.3m | 0.1% |
| Core Wealth Management, Inc. | 1,884,045 | $79.5m | 22.4% |
| HighTower Advisors, LLC | 1,785,768 | $75.4m | 0.1% |