| 1 | SEI INVESTMENTS CO | $340.7M | 8.6M | Added |
| 2 | SUMMIT WEALTH GROUP LLC / CO | $64.9M | 1.6M | Added |
| 3 | S&T Bank/PA | $9.8M | 249,473 | Added |
| 4 | Merit Financial Group, LLC | $7.8M | 197,588 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $6.4M | 162,828 | Added |
| 6 | TRUIST FINANCIAL CORP | $6.0M | 153,416 | Added |
| 7 | Beacon Pointe Advisors, LLC | $6.0M | 151,625 | Added |
| 8 | K2 Financial Inc. | $2.7M | 66,846 | Added |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.2M | 53,163 | Added |
| 10 | Global Retirement Partners, LLC | $1.6M | 41,412 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $1.5M | 37,966 | Added |
| 12 | Csenge Advisory Group | $1.4M | 36,775 | Added |
| 13 | NewEdge Advisors, LLC | $1.2M | 31,197 | Added |
| 14 | GOLDMAN SACHS GROUP INC | $1.1M | 29,099 | New |
| 15 | Savant Capital, LLC | $1.1M | 27,089 | New |
| 16 | COMPASS CAPITAL CORP /MA/ /ADV | $1.1M | 26,085 | Added |
| 17 | Diversified Enterprises, LLC | $1.1M | 27,470 | Added |
| 18 | PETRA FINANCIAL ADVISORS INC | $967,555 | 24,551 | New |
| 19 | United Advisor Group, LLC | $933,189 | 23,679 | Added |
| 20 | Perigon Wealth Management, LLC | $833,127 | 21,140 | Added |
| 21 | CAHILL FINANCIAL ADVISORS INC | $784,417 | 19,904 | Trimmed |
| 22 | Apella Capital, LLC | $713,488 | 17,620 | Trimmed |
| 23 | WPG Advisers, LLC | $651,014 | 16,519 | Trimmed |
| 24 | Stewardship Advisors, LLC | $534,400 | 13,560 | Added |
| 25 | Lynx Investment Advisory | $464,605 | 11,789 | Added |