| 1 | SEI INVESTMENTS CO | $613.5M | 13.5M | Added |
| 2 | SUMMIT WEALTH GROUP LLC / CO | $109.8M | 2.4M | Added |
| 3 | Merit Financial Group, LLC | $26.2M | 575,358 | Added |
| 4 | S&T Bank/PA | $16.7M | 366,602 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $12.2M | 266,754 | Added |
| 6 | TRUIST FINANCIAL CORP | $11.5M | 252,371 | Added |
| 7 | Beacon Pointe Advisors, LLC | $11.1M | 244,064 | Added |
| 8 | K2 Financial Inc. | $5.3M | 104,952 | Added |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.9M | 84,537 | Trimmed |
| 10 | Csenge Advisory Group | $2.7M | 59,254 | Trimmed |
| 11 | Cambridge Investment Research Advisors, Inc. | $2.6M | 58,121 | Added |
| 12 | EXENCIAL WEALTH ADVISORS, LLC | $2.2M | 47,752 | Added |
| 13 | Meriwether Wealth & Planning, LLC | $2.2M | 47,658 | Added |
| 14 | Ameritas Advisory Services, LLC | $2.1M | 45,051 | Added |
| 15 | Diversified Enterprises, LLC | $1.9M | 41,501 | Trimmed |
| 16 | COMPASS CAPITAL CORP /MA/ /ADV | $1.8M | 34,169 | Added |
| 17 | United Advisor Group, LLC | $1.7M | 38,365 | Added |
| 18 | Apella Capital, LLC | $1.7M | 34,064 | Trimmed |
| 19 | CAHILL FINANCIAL ADVISORS INC | $1.6M | 35,619 | Trimmed |
| 20 | OSAIC HOLDINGS, INC. | $1.6M | 34,777 | Trimmed |
| 21 | Perigon Wealth Management, LLC | $1.5M | 33,682 | Added |
| 22 | LPL Financial LLC | $1.0M | 22,045 | Added |
| 23 | Stewardship Advisors, LLC | $1.0M | 21,986 | Added |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $930,085 | 20,419 | New |
| 25 | Cassady Wealth & Retirement Planning, LLC | $925,398 | 18,195 | Trimmed |