| 1 | SEI INVESTMENTS CO | $620.9M | 14.9M | Added |
| 2 | SUMMIT WEALTH GROUP LLC / CO | $113.9M | 2.7M | Added |
| 3 | S&T Bank/PA | $17.4M | 418,213 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $13.0M | 312,019 | Trimmed |
| 5 | TRUIST FINANCIAL CORP | $12.0M | 289,224 | Trimmed |
| 6 | Beacon Pointe Advisors, LLC | $11.3M | 272,159 | Trimmed |
| 7 | Cambridge Investment Research Advisors, Inc. | $9.5M | 229,696 | Added |
| 8 | Merit Financial Group, LLC | $7.3M | 176,464 | Added |
| 9 | K2 Financial Inc. | $5.1M | 116,567 | Added |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.0M | 94,822 | Trimmed |
| 11 | Csenge Advisory Group | $2.8M | 66,302 | Trimmed |
| 12 | OSAIC HOLDINGS, INC. | $2.4M | 57,476 | Trimmed |
| 13 | EXENCIAL WEALTH ADVISORS, LLC | $2.2M | 53,237 | Added |
| 14 | Ameritas Advisory Services, LLC | $2.1M | 50,076 | Trimmed |
| 15 | Diversified Enterprises, LLC | $1.9M | 46,119 | Trimmed |
| 16 | United Advisor Group, LLC | $1.8M | 42,899 | Added |
| 17 | COMPASS CAPITAL CORP /MA/ /ADV | $1.8M | 38,815 | Added |
| 18 | Apella Capital, LLC | $1.7M | 37,875 | Trimmed |
| 19 | CAHILL FINANCIAL ADVISORS INC | $1.7M | 39,736 | Trimmed |
| 20 | Perigon Wealth Management, LLC | $1.6M | 37,851 | Added |
| 21 | TBH Global Asset Management, LLC | $1.4M | 34,706 | Added |
| 22 | LPL Financial LLC | $1.0M | 25,102 | Added |
| 23 | Stewardship Advisors, LLC | $1.0M | 24,657 | Added |
| 24 | Lynx Investment Advisory | $925,874 | 22,278 | Trimmed |
| 25 | Cassady Wealth & Retirement Planning, LLC | $902,442 | 20,408 | Trimmed |