| SEI INVESTMENTS CO | 14,601,161 | $700.9m | 0.6% |
| SUMMIT WEALTH GROUP LLC / CO | 3,033,153 | $145.6m | 12.0% |
| S&T Bank/PA | 456,582 | $21.9m | 6.6% |
| ENVESTNET ASSET MANAGEMENT INC | 298,994 | $14.4m | 0.0% |
| TRUIST FINANCIAL CORP | 282,214 | $13.5m | 0.0% |
| Beacon Pointe Advisors, LLC | 257,864 | $12.4m | 0.1% |
| Merit Financial Group, LLC | 243,798 | $11.7m | 0.1% |
| Cambridge Investment Research Advisors, Inc. | 217,980 | $10.5m | 0.0% |
| StoneCrest Wealth Management, Inc. | 200,953 | $9.6m | 3.1% |
| K2 Financial Inc. | 112,470 | $5.4m | 3.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 98,943 | $4.8m | 0.0% |
| TWO SIGMA INVESTMENTS, LP | 93,100 | $4.5m | 0.0% |
| Global Retirement Partners, LLC | 73,903 | $3.5m | 0.1% |
| Csenge Advisory Group | 61,947 | $3.0m | 0.1% |
| NewEdge Advisors, LLC | 53,793 | $2.6m | 0.0% |
| Savant Capital, LLC | 44,836 | $2.3m | 0.0% |
| Diversified Enterprises, LLC | 47,088 | $2.3m | 0.1% |
| TBH Global Asset Management, LLC | 46,965 | $2.3m | 0.4% |
| COMPASS CAPITAL CORP /MA/ /ADV | 44,463 | $2.3m | 0.7% |
| OSAIC HOLDINGS, INC. | 44,457 | $2.1m | 0.0% |
| PETRA FINANCIAL ADVISORS INC | 44,357 | $2.1m | 1.0% |
| United Advisor Group, LLC | 40,818 | $2.0m | 0.2% |
| CAHILL FINANCIAL ADVISORS INC | 36,937 | $1.8m | 0.2% |
| Perigon Wealth Management, LLC | 36,180 | $1.7m | 0.0% |
| Apella Capital, LLC | 31,175 | $1.5m | 0.0% |