| 1 | SUMMIT WEALTH GROUP LLC / CO | $63.0M | 1.9M | Added |
| 2 | S&T Bank/PA | $11.6M | 344,912 | Added |
| 3 | SEI INVESTMENTS CO | $6.7M | 199,940 | Added |
| 4 | OSAIC HOLDINGS, INC. | $3.6M | 105,974 | Trimmed |
| 5 | Merit Financial Group, LLC | $3.5M | 102,964 | Added |
| 6 | COMPASS CAPITAL CORP /MA/ /ADV | $2.7M | 81,655 | Added |
| 7 | Apella Capital, LLC | $1.6M | 50,477 | Trimmed |
| 8 | Perigon Wealth Management, LLC | $1.2M | 36,824 | Trimmed |
| 9 | PETRA FINANCIAL ADVISORS INC | $957,908 | 28,556 | New |
| 10 | Global Retirement Partners, LLC | $907,222 | 27,045 | Added |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $887,533 | 27,204 | Added |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $777,806 | 23,187 | New |
| 13 | Lynx Investment Advisory | $753,452 | 22,461 | Trimmed |
| 14 | OneAscent Financial Services LLC | $662,948 | 19,763 | Added |
| 15 | Diversified Enterprises, LLC | $591,531 | 17,634 | Trimmed |
| 16 | LexAurum Advisors, LLC | $489,420 | 14,590 | Trimmed |
| 17 | CORA CAPITAL ADVISORS LLC | $414,850 | 12,367 | Trimmed |
| 18 | CITADEL ADVISORS LLC | $366,948 | 10,939 | Trimmed |
| 19 | United Advisor Group, LLC | $340,045 | 10,137 | Added |
| 20 | Stewardship Advisors, LLC | $331,457 | 9,881 | Added |
| 21 | Apeiron RIA LLC | $263,815 | 5,409 | New |
| 22 | Cetera Investment Advisers | $208,951 | 6,229 | New |
| 23 | AMERIFLEX GROUP, INC. | $196,774 | 5,866 | New |
| 24 | Royal Bank of Canada | $168,000 | 5,007 | Added |
| 25 | ROSS\JOHNSON & Associates LLC | $124,384 | 3,708 | Hold |