| 1 | BANK OF AMERICA CORP /DE/ | $306.9M | 10.5M | Added |
| 2 | Lido Advisors, LLC | $32.6M | 1.1M | Trimmed |
| 3 | CITIZENS & NORTHERN CORP | $27.9M | 953,634 | Trimmed |
| 4 | Black Diamond Financial, LLC | $26.3M | 897,336 | Added |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $25.5M | 869,139 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $24.5M | 834,747 | Trimmed |
| 7 | MAI Capital Management | $22.0M | 751,885 | Added |
| 8 | TRUEFG, LLC | $20.7M | 707,277 | Added |
| 9 | PNC Financial Services Group, Inc. | $18.6M | 635,609 | Trimmed |
| 10 | LPL Financial LLC | $17.8M | 606,359 | Added |
| 11 | Riverpoint Wealth Management Holdings, LLC | $16.8M | 574,099 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $16.1M | 550,820 | Trimmed |
| 13 | Cetera Investment Advisers | $12.2M | 414,726 | Added |
| 14 | Pure Financial Advisors, LLC | $11.0M | 374,745 | Trimmed |
| 15 | Diversify Advisory Services, LLC | $10.6M | 348,236 | New |
| 16 | DIVERSIFY WEALTH MANAGEMENT, LLC | $10.6M | 348,236 | Added |
| 17 | Payne Capital Management, LLC | $9.6M | 326,406 | Added |
| 18 | Pasadena Private Wealth, LLC | $8.5M | 290,004 | Added |
| 19 | Marotta Asset Management | $8.0M | 271,595 | Added |
| 20 | MML INVESTORS SERVICES, LLC | $7.4M | 251,290 | Added |
| 21 | AE Wealth Management LLC | $7.1M | 242,504 | Trimmed |
| 22 | Heck Capital Advisors, LLC | $6.7M | 229,503 | Trimmed |
| 23 | Dynamic Advisor Solutions LLC | $6.4M | 218,481 | Added |
| 24 | AGF MANAGEMENT LTD | $6.4M | 217,104 | Added |
| 25 | OSAIC HOLDINGS, INC. | $6.2M | 210,574 | Trimmed |