| 1 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $99.6M | 2.7M | Added |
| 2 | PINNACLE ASSOCIATES LTD | $28.4M | 757,878 | Added |
| 3 | HighTower Advisors, LLC | $27.4M | 731,124 | Added |
| 4 | FIDELITY D & D BANCORP INC | $16.9M | 451,896 | Added |
| 5 | Maltin Wealth Management, Inc. | $10.2M | 272,404 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $8.9M | 237,745 | Added |
| 7 | Beaumont Financial Advisors, LLC | $7.5M | 199,831 | New |
| 8 | Grantham, Mayo, Van Otterloo & Co. LLC | $4.1M | 108,193 | Added |
| 9 | JANE STREET GROUP, LLC | $4.0M | 107,744 | Trimmed |
| 10 | New England Private Wealth Advisors LLC | $4.0M | 101,241 | Added |
| 11 | American Money Management, LLC | $2.9M | 78,524 | New |
| 12 | Capital Investment Advisors, LLC | $2.1M | 56,696 | New |
| 13 | J.W. COLE ADVISORS, INC. | $1.8M | 49,026 | New |
| 14 | Pathway Financial Advisors LLC | $1.8M | 47,468 | Trimmed |
| 15 | CITADEL ADVISORS LLC | $1.5M | 41,044 | Trimmed |
| 16 | Essential Partners LLC | $1.5M | 39,075 | Hold |
| 17 | Janney Montgomery Scott LLC | $1.1M | 28,598 | Added |
| 18 | CIBC Bancorp USA Inc. | $1.0M | 27,862 | New |
| 19 | Orcam Financial Group | $1.0M | 27,050 | Added |
| 20 | KESTRA PRIVATE WEALTH SERVICES, LLC | $927,098 | 24,735 | Added |
| 21 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $892,556 | 23,846 | Added |
| 22 | Hara Capital LLC | $803,820 | 21,360 | Trimmed |
| 23 | Cerro Pacific Wealth Advisors LLC | $760,261 | 20,284 | New |
| 24 | Tempus Wealth Planning, LLC | $682,900 | 18,220 | Trimmed |
| 25 | LPL Financial LLC | $648,643 | 17,306 | Trimmed |