| 1 | HighTower Advisors, LLC | $44.5M | 2.0M | Added |
| 2 | LPL Financial LLC | $29.6M | 1.3M | Trimmed |
| 3 | Private Advisor Group, LLC | $16.6M | 758,492 | Trimmed |
| 4 | CABOT WEALTH MANAGEMENT INC | $15.1M | 688,349 | Trimmed |
| 5 | FIDELITY D & D BANCORP INC | $9.9M | 450,540 | Added |
| 6 | FLAGSHIP HARBOR ADVISORS, LLC | $9.6M | 436,320 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $7.4M | 335,668 | Added |
| 8 | FFG RETIREMENT ADVISORS LLC | $7.0M | 321,016 | Trimmed |
| 9 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $5.9M | 266,812 | Trimmed |
| 10 | Kestra Advisory Services, LLC | $4.9M | 223,128 | Trimmed |
| 11 | JONES FINANCIAL COMPANIES LLLP | $4.2M | 193,101 | Added |
| 12 | Peak Wealth Management LLC | $3.9M | 178,328 | Added |
| 13 | Gladstone Institutional Advisory LLC | $3.4M | 153,869 | Added |
| 14 | IAMS WEALTH MANAGEMENT, LLC | $3.2M | 147,419 | Added |
| 15 | RAYMOND JAMES FINANCIAL INC | $2.4M | 109,485 | New |
| 16 | GOLDMAN SACHS GROUP INC | $910,630 | 41,496 | New |
| 17 | JANE STREET GROUP, LLC | $764,695 | 34,846 | Added |
| 18 | OSAIC HOLDINGS, INC. | $551,270 | 25,108 | Added |
| 19 | FLOW TRADERS U.S. LLC | $550,000 | 25,050 | New |
| 20 | NATIXIS ADVISORS, LLC | $470,000 | 21,458 | Added |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $440,843 | 20,089 | Added |
| 22 | Legacy Capital Wealth Partners, LLC | $397,490 | 18,113 | Hold |
| 23 | Cetera Investment Advisers | $387,812 | 17,672 | Trimmed |
| 24 | Arax Advisory Partners | $359,547 | 16,384 | New |
| 25 | Cadence Wealth Management LLC | $333,213 | 15,184 | Added |