| 1 | BANK OF AMERICA CORP /DE/ | $276.3M | 10.3M | Added |
| 2 | Lido Advisors, LLC | $31.2M | 1.2M | Trimmed |
| 3 | CITIZENS & NORTHERN CORP | $30.1M | 1.1M | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $25.9M | 963,333 | Added |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $22.9M | 850,355 | Added |
| 6 | Black Diamond Financial, LLC | $22.3M | 827,301 | Added |
| 7 | PNC Financial Services Group, Inc. | $18.9M | 701,032 | Trimmed |
| 8 | TRUEFG, LLC | $18.6M | 691,622 | Added |
| 9 | MAI Capital Management | $18.6M | 690,011 | Added |
| 10 | LPL Financial LLC | $15.8M | 588,435 | Added |
| 11 | TWO SIGMA INVESTMENTS, LP | $15.5M | 575,000 | Added |
| 12 | Riverpoint Wealth Management Holdings, LLC | $15.0M | 555,858 | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $14.9M | 552,912 | Added |
| 14 | Pure Financial Advisors, LLC | $10.4M | 386,688 | Trimmed |
| 15 | Cetera Investment Advisers | $10.2M | 377,838 | Trimmed |
| 16 | DIVERSIFY WEALTH MANAGEMENT, LLC | $9.5M | 329,694 | Added |
| 17 | Payne Capital Management, LLC | $8.4M | 312,330 | Added |
| 18 | Marotta Asset Management | $6.8M | 252,566 | Added |
| 19 | AE Wealth Management LLC | $6.7M | 247,230 | Trimmed |
| 20 | Rehmann Capital Advisory Group | $6.5M | 240,190 | Added |
| 21 | Heck Capital Advisors, LLC | $6.3M | 235,930 | Added |
| 22 | OSAIC HOLDINGS, INC. | $6.3M | 234,340 | Trimmed |
| 23 | Pasadena Private Wealth, LLC | $5.9M | 220,576 | New |
| 24 | MML INVESTORS SERVICES, LLC | $5.8M | 215,674 | Trimmed |
| 25 | AGF MANAGEMENT LTD | $5.7M | 213,426 | Added |