| 1 | GOLDMAN SACHS GROUP INC | $50.6M | 926,962 | Trimmed |
| 2 | ORRSTOWN FINANCIAL SERVICES INC | $24.0M | 439,124 | Trimmed |
| 3 | Sanctuary Advisors, LLC | $6.3M | 116,032 | Added |
| 4 | LPL Financial LLC | $6.0M | 109,635 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $5.8M | 105,533 | New |
| 6 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $5.7M | 103,811 | Added |
| 7 | COMPASS CAPITAL CORP /MA/ /ADV | $3.3M | 52,754 | Added |
| 8 | OSAIC HOLDINGS, INC. | $2.2M | 39,386 | Added |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.7M | 30,137 | Trimmed |
| 10 | GGM Financials LLC | $1.5M | 28,028 | Added |
| 11 | Coastal Bridge Advisors, LLC | $1.4M | 25,872 | Trimmed |
| 12 | MGO ONE SEVEN LLC | $1.0M | 19,200 | Added |
| 13 | BROWN ADVISORY INC | $878,266 | 16,075 | Hold |
| 14 | Vise Technologies, Inc. | $689,176 | 12,678 | Hold |
| 15 | Visionary Wealth Advisors | $623,584 | 11,414 | Trimmed |
| 16 | AXXCESS WEALTH MANAGEMENT, LLC | $570,941 | 10,450 | Hold |
| 17 | American Capital Advisory, LLC | $506,362 | 9,268 | Trimmed |
| 18 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $483,688 | 8,853 | Trimmed |
| 19 | Legacy Edge Advisors, LLC | $482,028 | 8,823 | Trimmed |
| 20 | Sowell Financial Services LLC | $438,696 | 8,030 | Added |
| 21 | Miller Global Investments, LLC | $428,725 | 7,847 | Trimmed |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $416,411 | 7,622 | Trimmed |
| 23 | DAYMARK WEALTH PARTNERS, LLC | $382,449 | 7,000 | Hold |
| 24 | PARSONS CAPITAL MANAGEMENT INC/RI | $340,544 | 6,233 | New |
| 25 | Farther Finance Advisors, LLC | $337,618 | 6,103 | Hold |