| 1 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $95.8M | 2.6M | New |
| 2 | PINNACLE ASSOCIATES LTD | $27.4M | 757,462 | Added |
| 3 | HighTower Advisors, LLC | $25.7M | 709,516 | Trimmed |
| 4 | FIDELITY D & D BANCORP INC | $16.1M | 445,242 | Added |
| 5 | JANE STREET GROUP, LLC | $13.7M | 379,399 | Added |
| 6 | CITADEL ADVISORS LLC | $9.7M | 268,920 | New |
| 7 | Maltin Wealth Management, Inc. | $9.5M | 261,797 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $7.6M | 208,727 | New |
| 9 | Grantham, Mayo, Van Otterloo & Co. LLC | $3.5M | 97,924 | Added |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.9M | 80,524 | New |
| 11 | Tempus Wealth Planning, LLC | $2.9M | 78,730 | New |
| 12 | New England Private Wealth Advisors LLC | $2.5M | 70,033 | New |
| 13 | Pathway Financial Advisors LLC | $1.8M | 49,833 | Added |
| 14 | Essential Partners LLC | $1.4M | 39,075 | Hold |
| 15 | LPL Financial LLC | $861,658 | 23,783 | Trimmed |
| 16 | Janney Montgomery Scott LLC | $858,000 | 23,680 | New |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | $807,395 | 22,285 | Added |
| 18 | Hara Capital LLC | $779,561 | 21,517 | Trimmed |
| 19 | Orcam Financial Group | $762,642 | 21,050 | Added |
| 20 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $630,670 | 17,222 | Added |
| 21 | TRUIST FINANCIAL CORP | $571,456 | 15,773 | New |
| 22 | Sunbelt Securities, Inc. | $559,481 | 15,442 | Hold |
| 23 | Prospera Financial Services Inc | $528,227 | 14,580 | Added |
| 24 | Centurion Wealth Management LLC | $425,703 | 11,750 | Added |
| 25 | Aspen Investment Management Inc | $388,000 | 10,705 | Trimmed |