| 1 | UBS Group AG | $22.3M | 999,336 | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $11.3M | 504,233 | Added |
| 3 | Heartwood Wealth Advisors LLC | $7.6M | 340,927 | Added |
| 4 | Keystone Financial Group | $6.7M | 301,992 | Added |
| 5 | LPL Financial LLC | $6.4M | 286,353 | Added |
| 6 | MORGAN STANLEY | $5.6M | 249,936 | Trimmed |
| 7 | Royal Bank of Canada | $3.5M | 158,788 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 146,333 | Trimmed |
| 9 | Total Clarity Wealth Management, Inc. | $3.0M | 134,707 | Added |
| 10 | SYKON CAPITAL LLC | $2.7M | 121,420 | New |
| 11 | FIDELITY D & D BANCORP INC | $2.2M | 98,018 | Added |
| 12 | Hedeker Wealth, LLC | $2.2M | 97,332 | Added |
| 13 | Mariner, LLC | $1.9M | 83,173 | Added |
| 14 | INVESTMENT PARTNERS, LTD. | $1.7M | 77,125 | Trimmed |
| 15 | IHT Wealth Management, LLC | $1.7M | 76,077 | Added |
| 16 | Baird Financial Group, Inc. | $1.7M | 75,387 | Trimmed |
| 17 | HighTower Advisors, LLC | $1.2M | 53,784 | Added |
| 18 | Cetera Investment Advisers | $1.2M | 51,861 | Trimmed |
| 19 | SimpliFi, Inc. | $915,656 | 40,987 | Added |
| 20 | RAYMOND JAMES FINANCIAL INC | $812,924 | 36,389 | Added |
| 21 | MML INVESTORS SERVICES, LLC | $670,960 | 30,034 | Trimmed |
| 22 | Cross Staff Investments Inc | $670,200 | 30,000 | Hold |
| 23 | OSAIC HOLDINGS, INC. | $654,064 | 29,276 | Added |
| 24 | Ameritas Advisory Services, LLC | $521,535 | 23,345 | New |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $517,247 | 23,426 | Added |