| 1 | MORGAN STANLEY | $190.3M | 1.8M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $131.7M | 1.2M | Trimmed |
| 3 | PRINCIPAL FINANCIAL GROUP INC | $101.3M | 943,183 | Hold |
| 4 | ASSETMARK, INC | $76.1M | 708,912 | Added |
| 5 | Armbruster Capital Management, Inc. | $39.7M | 370,013 | Added |
| 6 | UBS Group AG | $30.9M | 287,599 | Added |
| 7 | Mount Lucas Management LP | $29.9M | 278,712 | Added |
| 8 | LPL Financial LLC | $28.7M | 267,398 | Added |
| 9 | FIDELITY D & D BANCORP INC | $21.0M | 195,694 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $14.4M | 133,885 | Added |
| 11 | TRUIST FINANCIAL CORP | $14.4M | 133,752 | Trimmed |
| 12 | Invesco Ltd. | $13.5M | 125,423 | Trimmed |
| 13 | HighTower Advisors, LLC | $12.9M | 120,023 | Trimmed |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $12.4M | 115,806 | Added |
| 15 | WELLS FARGO & COMPANY/MN | $12.2M | 114,032 | Added |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $12.0M | 111,334 | Added |
| 17 | Peak Financial Management, Inc. | $11.3M | 105,457 | Added |
| 18 | MARSHALL INVESTMENT MANAGEMENT, LLC | $10.3M | 96,219 | New |
| 19 | FMR LLC | $9.6M | 89,698 | Trimmed |
| 20 | RAYMOND JAMES FINANCIAL INC | $7.6M | 70,647 | Added |
| 21 | AMERIPRISE FINANCIAL INC | $7.1M | 66,000 | Added |
| 22 | Arkadios Wealth Advisors | $6.8M | 63,665 | Added |
| 23 | Flaharty Asset Management, LLC | $6.6M | 61,746 | Added |
| 24 | ROTHSCHILD INVESTMENT LLC | $6.4M | 59,334 | Trimmed |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $6.3M | 58,471 | Added |