| SEI INVESTMENTS CO | 12,840,416 | $721.0m | 0.6% |
| SUMMIT WEALTH GROUP LLC / CO | 2,653,233 | $149.0m | 12.3% |
| Merit Financial Group, LLC | 652,788 | $36.7m | 0.2% |
| S&T Bank/PA | 400,776 | $22.5m | 6.8% |
| ENVESTNET ASSET MANAGEMENT INC | 263,267 | $14.8m | 0.0% |
| TRUIST FINANCIAL CORP | 247,867 | $13.9m | 0.0% |
| Beacon Pointe Advisors, LLC | 227,454 | $12.8m | 0.1% |
| K2 Financial Inc. | 98,882 | $5.4m | 3.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 83,333 | $4.6m | 0.0% |
| Global Retirement Partners, LLC | 64,659 | $3.6m | 0.1% |
| Cambridge Investment Research Advisors, Inc. | 59,588 | $3.3m | 0.0% |
| Meriwether Wealth & Planning, LLC | 55,153 | $3.1m | 1.5% |
| Csenge Advisory Group | 54,631 | $3.1m | 0.1% |
| Perigon Wealth Management, LLC | 49,916 | $2.8m | 0.0% |
| NewEdge Advisors, LLC | 47,709 | $2.7m | 0.0% |
| Diversified Enterprises, LLC | 41,413 | $2.3m | 0.1% |
| Savant Capital, LLC | 40,371 | $2.2m | 0.0% |
| PETRA FINANCIAL ADVISORS INC | 38,729 | $2.2m | 1.0% |
| COMPASS CAPITAL CORP /MA/ /ADV | 38,579 | $2.1m | 0.7% |
| United Advisor Group, LLC | 36,093 | $2.0m | 0.2% |
| CAHILL FINANCIAL ADVISORS INC | 32,371 | $1.8m | 0.2% |
| Apella Capital, LLC | 27,813 | $1.5m | 0.0% |
| Independent Wealth Network Inc. | 22,474 | $1.3m | 0.3% |
| LPL Financial LLC | 21,269 | $1.2m | 0.0% |
| Stewardship Advisors, LLC | 20,915 | $1.2m | 0.2% |