| 1 | LPL Financial LLC | $71.2M | 816,714 | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $57.0M | 654,379 | Trimmed |
| 3 | JONES FINANCIAL COMPANIES LLLP | $29.4M | 345,588 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $27.3M | 313,705 | Added |
| 5 | Janney Montgomery Scott LLC | $24.4M | 280,224 | Added |
| 6 | Vestmark Advisory Solutions, Inc. | $18.6M | 212,913 | Trimmed |
| 7 | FIRST AMERICAN TRUST, FSB | $17.5M | 200,823 | Added |
| 8 | Cetera Investment Advisers | $16.1M | 184,479 | Added |
| 9 | Cornerstone Wealth Management, LLC | $12.3M | 141,126 | Added |
| 10 | JPMORGAN CHASE & CO | $10.7M | 124,207 | Added |
| 11 | Key Financial Inc | $9.0M | 102,869 | Added |
| 12 | FIDELITY D & D BANCORP INC | $8.1M | 92,813 | Trimmed |
| 13 | ASSETMARK, INC | $8.1M | 92,445 | Trimmed |
| 14 | Cambridge Investment Research Advisors, Inc. | $8.0M | 91,292 | Added |
| 15 | Schwallier Wealth Management LLC | $5.2M | 59,168 | New |
| 16 | Prism Advisors, Inc. | $4.5M | 52,102 | Trimmed |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.5M | 51,663 | Added |
| 18 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $4.4M | 50,474 | Hold |
| 19 | RAYMOND JAMES FINANCIAL INC | $4.4M | 50,187 | Trimmed |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.9M | 44,795 | Added |
| 21 | SAGESPRING WEALTH PARTNERS, LLC | $3.7M | 42,408 | Added |
| 22 | NATIXIS ADVISORS, LLC | $3.4M | 38,574 | Added |
| 23 | MML INVESTORS SERVICES, LLC | $3.2M | 36,999 | Added |
| 24 | PARK AVENUE SECURITIES LLC | $2.8M | 32,333 | Trimmed |
| 25 | OSAIC HOLDINGS, INC. | $2.7M | 30,838 | Added |