| 1 | CITIZENS & NORTHERN CORP | $27.9M | 953,634 | Trimmed |
| 2 | Black Diamond Financial, LLC | $26.3M | 897,336 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $24.5M | 834,747 | Trimmed |
| 4 | TRUEFG, LLC | $20.7M | 707,277 | Added |
| 5 | Riverpoint Wealth Management Holdings, LLC | $16.8M | 574,099 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $16.1M | 550,820 | Trimmed |
| 7 | DIVERSIFY WEALTH MANAGEMENT, LLC | $10.6M | 348,236 | Added |
| 8 | Marotta Asset Management | $8.0M | 271,595 | Added |
| 9 | AE Wealth Management LLC | $7.1M | 242,504 | Trimmed |
| 10 | Heck Capital Advisors, LLC | $6.7M | 229,503 | Trimmed |
| 11 | Dynamic Advisor Solutions LLC | $6.4M | 218,481 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $6.2M | 210,296 | Added |
| 13 | RFG Advisory, LLC | $4.9M | 167,965 | Added |
| 14 | Physician Wealth Advisors, Inc. | $4.7M | 159,503 | Trimmed |
| 15 | Essential Planning, LLC. | $4.0M | 135,769 | Added |
| 16 | SigFig Wealth Management, LLC | $3.4M | 113,284 | Trimmed |
| 17 | Independent Solutions Wealth Management, LLC | $3.4M | 115,332 | Added |
| 18 | PARK AVENUE SECURITIES LLC | $3.2M | 108,642 | Added |
| 19 | Livet Wealth, LLC | $2.6M | 89,667 | Added |
| 20 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | $2.5M | 87,011 | Added |
| 21 | RAFFA WEALTH MANAGEMENT, LLC | $2.4M | 81,795 | Added |
| 22 | Sachetta, LLC | $2.4M | 81,586 | Added |
| 23 | NWAM LLC | $2.3M | 79,063 | Added |
| 24 | Global View Capital Management LLC | $2.2M | 76,656 | New |
| 25 | SUMMIT WEALTH GROUP LLC / CO | $2.0M | 69,035 | Added |