| 1 | MORGAN STANLEY | $69.9M | 1.1M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $62.9M | 998,585 | Added |
| 3 | CITIZENS & NORTHERN CORP | $29.6M | 469,769 | Trimmed |
| 4 | CWM, LLC | $20.0M | 317,295 | Added |
| 5 | GOLDMAN SACHS GROUP INC | $17.1M | 272,059 | Trimmed |
| 6 | LPL Financial LLC | $17.1M | 271,770 | Added |
| 7 | Royal Bank of Canada | $16.8M | 266,792 | Added |
| 8 | Wealthcare Advisory Partners LLC | $14.5M | 230,064 | Added |
| 9 | WELLS FARGO & COMPANY/MN | $13.7M | 217,897 | Added |
| 10 | Steward Partners Investment Advisory, LLC | $12.3M | 195,538 | Added |
| 11 | Beacon Pointe Advisors, LLC | $12.2M | 193,886 | Trimmed |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $10.9M | 173,706 | Trimmed |
| 13 | UBS Group AG | $10.6M | 168,545 | Added |
| 14 | Ameritas Investment Partners, Inc. | $9.6M | 152,298 | Trimmed |
| 15 | BNP PARIBAS FINANCIAL MARKETS | $9.5M | 150,200 | Added |
| 16 | Norris Financial Group, LLC | $8.9M | 141,888 | New |
| 17 | PNC Financial Services Group, Inc. | $8.6M | 136,300 | Added |
| 18 | Karpus Management, Inc. | $8.0M | 127,079 | New |
| 19 | MinichMacGregor Wealth Management, LLC | $8.0M | 127,042 | New |
| 20 | D.A. DAVIDSON & CO. | $7.7M | 122,173 | Added |
| 21 | Pure Financial Advisors, LLC | $6.7M | 105,732 | Trimmed |
| 22 | CLUNE & ASSOCIATES, LTD. | $6.1M | 96,957 | Added |
| 23 | Monument Capital Management | $5.0M | 79,801 | New |
| 24 | Allianz Asset Management GmbH | $4.1M | 65,000 | New |
| 25 | ASSETMARK, INC | $4.0M | 63,806 | Trimmed |