| 1 | SEI INVESTMENTS CO | $700.9M | 14.6M | Trimmed |
| 2 | SUMMIT WEALTH GROUP LLC / CO | $145.6M | 3.0M | Added |
| 3 | S&T Bank/PA | $21.9M | 456,582 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $14.4M | 298,994 | Trimmed |
| 5 | TRUIST FINANCIAL CORP | $13.5M | 282,214 | Trimmed |
| 6 | Beacon Pointe Advisors, LLC | $12.4M | 257,864 | Trimmed |
| 7 | Merit Financial Group, LLC | $11.7M | 243,798 | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | $10.5M | 217,980 | Trimmed |
| 9 | StoneCrest Wealth Management, Inc. | $9.6M | 200,953 | New |
| 10 | K2 Financial Inc. | $5.4M | 112,470 | Trimmed |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.8M | 98,943 | Added |
| 12 | TWO SIGMA INVESTMENTS, LP | $4.5M | 93,100 | New |
| 13 | Global Retirement Partners, LLC | $3.5M | 73,903 | Trimmed |
| 14 | Csenge Advisory Group | $3.0M | 61,947 | Trimmed |
| 15 | NewEdge Advisors, LLC | $2.6M | 53,793 | Trimmed |
| 16 | Savant Capital, LLC | $2.3M | 44,836 | New |
| 17 | Diversified Enterprises, LLC | $2.3M | 47,088 | Added |
| 18 | TBH Global Asset Management, LLC | $2.3M | 46,965 | Added |
| 19 | COMPASS CAPITAL CORP /MA/ /ADV | $2.3M | 44,463 | Added |
| 20 | OSAIC HOLDINGS, INC. | $2.1M | 44,457 | Trimmed |
| 21 | PETRA FINANCIAL ADVISORS INC | $2.1M | 44,357 | New |
| 22 | United Advisor Group, LLC | $2.0M | 40,818 | Trimmed |
| 23 | CAHILL FINANCIAL ADVISORS INC | $1.8M | 36,937 | Trimmed |
| 24 | Perigon Wealth Management, LLC | $1.7M | 36,180 | Trimmed |
| 25 | Apella Capital, LLC | $1.5M | 31,175 | Trimmed |