| 1 | CITIZENS & NORTHERN CORP | $24.0M | 427,918 | Trimmed |
| 2 | Wealthcare Advisory Partners LLC | $14.7M | 261,750 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $10.1M | 180,049 | Added |
| 4 | D.A. DAVIDSON & CO. | $6.7M | 120,095 | Trimmed |
| 5 | CLUNE & ASSOCIATES, LTD. | $5.9M | 104,309 | Added |
| 6 | Courage Miller Partners, LLC | $3.1M | 55,580 | Added |
| 7 | JENNISON ASSOCIATES LLC | $2.9M | 51,365 | Added |
| 8 | Sachetta, LLC | $2.1M | 38,087 | Trimmed |
| 9 | Wealthcare Capital Partners, LLC | $2.0M | 35,583 | Added |
| 10 | Windward Private Wealth Management Inc. | $2.0M | 35,116 | Trimmed |
| 11 | GUIDANCE CAPITAL, INC | $1.9M | 32,498 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $1.9M | 32,966 | Added |
| 13 | ARKANSAS FINANCIAL GROUP, INC. | $1.6M | 29,175 | Added |
| 14 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.6M | 27,949 | Trimmed |
| 15 | TRUIST FINANCIAL CORP | $1.5M | 27,109 | Trimmed |
| 16 | LEAVELL INVESTMENT MANAGEMENT, INC. | $1.4M | 24,830 | Added |
| 17 | Cooper Financial Group | $1.3M | 22,598 | Added |
| 18 | ASSETMARK, INC | $1.3M | 22,582 | Trimmed |
| 19 | Sowa Financial Group, Inc. | $1.2M | 21,171 | Trimmed |
| 20 | Outlook Wealth Advisors, LLC | $1.1M | 19,483 | Added |
| 21 | IFP Advisors, Inc | $1.0M | 18,545 | Trimmed |
| 22 | Family Investment Center, Inc. | $1.0M | 18,137 | Added |
| 23 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $978,880 | 17,424 | Trimmed |
| 24 | XML Financial, LLC | $792,439 | 14,105 | Added |
| 25 | Nikulski Financial, Inc. | $747,773 | 13,310 | New |