| 1 | GREAT VALLEY ADVISOR GROUP, INC. | $56.0M | 936,541 | Added |
| 2 | VICTORY CAPITAL MANAGEMENT INC | $19.8M | 331,712 | Hold |
| 3 | Tower Wealth Partners, Inc. | $19.0M | 317,448 | Trimmed |
| 4 | MORGAN STANLEY | $8.8M | 146,419 | Trimmed |
| 5 | Royal Bank of Canada | $5.7M | 95,973 | Trimmed |
| 6 | LPL Financial LLC | $4.0M | 66,306 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $3.5M | 57,834 | Added |
| 8 | GOLDMAN SACHS GROUP INC | $1.9M | 31,011 | Trimmed |
| 9 | BANK OF AMERICA CORP /DE/ | $1.6M | 26,630 | Trimmed |
| 10 | Trilogy Capital Inc. | $1.3M | 21,065 | Trimmed |
| 11 | Sovereign Financial Group, Inc. | $1.0M | 16,824 | Trimmed |
| 12 | TWO SIGMA INVESTMENTS, LP | $1.0M | 16,754 | Trimmed |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $824,381 | 13,786 | Added |
| 14 | Dakota Wealth Management | $552,657 | 9,242 | Trimmed |
| 15 | CITADEL ADVISORS LLC | $541,654 | 9,058 | New |
| 16 | One Degree Advisors Inc | $483,000 | 8,169 | Added |
| 17 | LexAurum Advisors, LLC | $389,886 | 6,520 | Trimmed |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $384,670 | 6,433 | Trimmed |
| 19 | Private Advisor Group, LLC | $380,557 | 6,364 | Trimmed |
| 20 | TRUIST FINANCIAL CORP | $330,364 | 5,525 | Hold |
| 21 | Cambridge Investment Research Advisors, Inc. | $272,000 | 4,556 | Added |
| 22 | Valley Financial Group, Inc. | $225,470 | 3,771 | Hold |
| 23 | Global Retirement Partners, LLC | $148,461 | 2,483 | Trimmed |
| 24 | UBS Group AG | $70,203 | 1,174 | New |
| 25 | Rockefeller Capital Management L.P. | $66,436 | 1,111 | Hold |