| 1 | HighTower Advisors, LLC | $40.7M | 1.8M | Added |
| 2 | LPL Financial LLC | $36.1M | 1.6M | Added |
| 3 | Private Advisor Group, LLC | $22.9M | 1.0M | Trimmed |
| 4 | CABOT WEALTH MANAGEMENT INC | $15.3M | 694,444 | Added |
| 5 | JOURNEY STRATEGIC WEALTH LLC | $11.5M | 524,652 | Added |
| 6 | FFG RETIREMENT ADVISORS LLC | $10.2M | 463,251 | Added |
| 7 | FIDELITY D & D BANCORP INC | $9.1M | 414,145 | Added |
| 8 | FLAGSHIP HARBOR ADVISORS, LLC | $9.0M | 407,997 | Added |
| 9 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $8.9M | 402,262 | Hold |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $6.9M | 311,621 | Added |
| 11 | Kestra Advisory Services, LLC | $5.9M | 267,510 | Trimmed |
| 12 | Peak Wealth Management LLC | $3.6M | 165,282 | Added |
| 13 | GREAT VALLEY ADVISOR GROUP, INC. | $3.3M | 148,829 | Added |
| 14 | JONES FINANCIAL COMPANIES LLLP | $3.0M | 139,456 | Added |
| 15 | IAMS WEALTH MANAGEMENT, LLC | $2.9M | 133,286 | Added |
| 16 | Gladstone Institutional Advisory LLC | $2.8M | 129,046 | New |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $483,322 | 21,956 | New |
| 18 | JANE STREET GROUP, LLC | $449,245 | 20,408 | New |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $441,683 | 20,064 | New |
| 20 | OSAIC HOLDINGS, INC. | $413,039 | 18,763 | Added |
| 21 | Cetera Investment Advisers | $405,835 | 18,436 | Added |
| 22 | Legacy Capital Wealth Partners, LLC | $398,725 | 18,113 | Hold |
| 23 | NATIXIS ADVISORS, LLC | $364,000 | 16,536 | Added |
| 24 | U.S. Capital Wealth Advisors, LLC | $360,664 | 16,384 | Hold |
| 25 | Cadence Wealth Management LLC | $319,830 | 14,529 | Added |