| 1 | SEI INVESTMENTS CO | $721.0M | 12.8M | Trimmed |
| 2 | SUMMIT WEALTH GROUP LLC / CO | $149.0M | 2.7M | Added |
| 3 | Merit Financial Group, LLC | $36.7M | 652,788 | Added |
| 4 | S&T Bank/PA | $22.5M | 400,776 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $14.8M | 263,267 | Trimmed |
| 6 | TRUIST FINANCIAL CORP | $13.9M | 247,867 | Trimmed |
| 7 | Beacon Pointe Advisors, LLC | $12.8M | 227,454 | Trimmed |
| 8 | K2 Financial Inc. | $5.4M | 98,882 | Trimmed |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.6M | 83,333 | Trimmed |
| 10 | Global Retirement Partners, LLC | $3.6M | 64,659 | Trimmed |
| 11 | Cambridge Investment Research Advisors, Inc. | $3.3M | 59,588 | Added |
| 12 | Meriwether Wealth & Planning, LLC | $3.1M | 55,153 | Added |
| 13 | Csenge Advisory Group | $3.1M | 54,631 | Trimmed |
| 14 | Perigon Wealth Management, LLC | $2.8M | 49,916 | Added |
| 15 | NewEdge Advisors, LLC | $2.7M | 47,709 | Trimmed |
| 16 | Diversified Enterprises, LLC | $2.3M | 41,413 | Trimmed |
| 17 | Savant Capital, LLC | $2.2M | 40,371 | New |
| 18 | PETRA FINANCIAL ADVISORS INC | $2.2M | 38,729 | New |
| 19 | COMPASS CAPITAL CORP /MA/ /ADV | $2.1M | 38,579 | Added |
| 20 | United Advisor Group, LLC | $2.0M | 36,093 | Trimmed |
| 21 | CAHILL FINANCIAL ADVISORS INC | $1.8M | 32,371 | Trimmed |
| 22 | Apella Capital, LLC | $1.5M | 27,813 | Trimmed |
| 23 | Independent Wealth Network Inc. | $1.3M | 22,474 | Added |
| 24 | LPL Financial LLC | $1.2M | 21,269 | Trimmed |
| 25 | Stewardship Advisors, LLC | $1.2M | 20,915 | Trimmed |