| 1 | MORGAN STANLEY | $182.4M | 1.6M | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $136.4M | 1.2M | Trimmed |
| 3 | Armbruster Capital Management, Inc. | $41.8M | 366,841 | Trimmed |
| 4 | UBS Group AG | $32.6M | 286,540 | Trimmed |
| 5 | LPL Financial LLC | $30.8M | 270,732 | Added |
| 6 | FIDELITY D & D BANCORP INC | $23.6M | 207,356 | Added |
| 7 | GOLDMAN SACHS GROUP INC | $17.5M | 153,806 | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | $16.5M | 144,782 | Added |
| 9 | Mount Lucas Management LP | $15.9M | 139,712 | Trimmed |
| 10 | Jump Financial, LLC | $14.9M | 130,834 | Added |
| 11 | TRUIST FINANCIAL CORP | $14.9M | 130,487 | Trimmed |
| 12 | HighTower Advisors, LLC | $13.5M | 118,305 | Trimmed |
| 13 | Invesco Ltd. | $13.4M | 117,731 | Trimmed |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $12.9M | 110,793 | Trimmed |
| 15 | Peak Financial Management, Inc. | $12.1M | 106,190 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $10.5M | 92,363 | Trimmed |
| 17 | WELLS FARGO & COMPANY/MN | $10.4M | 91,538 | Trimmed |
| 18 | FMR LLC | $10.1M | 88,327 | Trimmed |
| 19 | Integrated Wealth Concepts LLC | $9.0M | 78,885 | Added |
| 20 | RAYMOND JAMES FINANCIAL INC | $8.7M | 76,153 | Added |
| 21 | AMERIPRISE FINANCIAL INC | $8.2M | 72,134 | Added |
| 22 | Arkadios Wealth Advisors | $7.5M | 65,771 | Added |
| 23 | Modern Wealth Management, LLC | $6.9M | 60,531 | New |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $6.7M | 58,457 | Trimmed |
| 25 | ROTHSCHILD INVESTMENT LLC | $6.3M | 55,378 | Trimmed |