| 1 | GOLDMAN SACHS GROUP INC | $62.2M | 898,881 | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $59.2M | 855,549 | Added |
| 3 | ORRSTOWN FINANCIAL SERVICES INC | $30.5M | 439,965 | Added |
| 4 | Northwest Financial Advisors | $27.2M | 392,205 | New |
| 5 | NewEdge Advisors, LLC | $17.6M | 253,524 | Trimmed |
| 6 | ELEVATION POINT WEALTH PARTNERS, LLC | $14.6M | 210,982 | New |
| 7 | Vestmark Advisory Solutions, Inc. | $14.6M | 210,726 | New |
| 8 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $9.7M | 140,055 | Added |
| 9 | Sanctuary Advisors, LLC | $8.1M | 117,425 | Added |
| 10 | LPL Financial LLC | $7.8M | 112,587 | Added |
| 11 | PRINCIPAL SECURITIES, INC. | $7.7M | 110,713 | New |
| 12 | Envestnet Portfolio Solutions, Inc. | $5.7M | 82,823 | New |
| 13 | Cetera Investment Advisers | $3.6M | 52,010 | New |
| 14 | COMPASS CAPITAL CORP /MA/ /ADV | $3.6M | 52,804 | Added |
| 15 | OSAIC HOLDINGS, INC. | $3.0M | 43,392 | Added |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.2M | 32,483 | Added |
| 17 | GGM Financials LLC | $2.2M | 31,259 | Added |
| 18 | Vise Technologies, Inc. | $1.8M | 25,797 | Added |
| 19 | Coastal Bridge Advisors, LLC | $1.8M | 25,573 | Trimmed |
| 20 | MGO ONE SEVEN LLC | $1.3M | 18,977 | Trimmed |
| 21 | PKS Advisory Services, LLC | $1.2M | 17,054 | New |
| 22 | BROWN ADVISORY INC | $1.1M | 16,075 | Hold |
| 23 | CITADEL ADVISORS LLC | $762,638 | 11,016 | New |
| 24 | Visionary Wealth Advisors | $727,820 | 10,513 | Trimmed |
| 25 | AXXCESS WEALTH MANAGEMENT, LLC | $692,300 | 10,000 | Trimmed |