| 1 | GREAT VALLEY ADVISOR GROUP, INC. | $51.1M | 903,610 | Added |
| 2 | VICTORY CAPITAL MANAGEMENT INC | $18.8M | 331,712 | Hold |
| 3 | Tower Wealth Partners, Inc. | $18.2M | 322,286 | Trimmed |
| 4 | MORGAN STANLEY | $8.3M | 146,744 | Trimmed |
| 5 | Royal Bank of Canada | $5.5M | 96,471 | Trimmed |
| 6 | LPL Financial LLC | $3.8M | 66,461 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $2.8M | 48,633 | Added |
| 8 | GOLDMAN SACHS GROUP INC | $1.9M | 34,011 | Trimmed |
| 9 | BANK OF AMERICA CORP /DE/ | $1.5M | 27,278 | Trimmed |
| 10 | TWO SIGMA INVESTMENTS, LP | $1.4M | 24,519 | Trimmed |
| 11 | Trilogy Capital Inc. | $1.3M | 23,176 | Trimmed |
| 12 | Sovereign Financial Group, Inc. | $991,681 | 17,531 | Trimmed |
| 13 | Dakota Wealth Management | $604,026 | 10,678 | Added |
| 14 | Independent Advisor Alliance | $521,664 | 9,222 | New |
| 15 | LexAurum Advisors, LLC | $499,716 | 8,834 | Trimmed |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $496,152 | 8,771 | Trimmed |
| 17 | One Degree Advisors Inc | $461,000 | 8,165 | Trimmed |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $427,550 | 7,558 | Trimmed |
| 19 | Private Advisor Group, LLC | $367,087 | 6,489 | Added |
| 20 | TRUIST FINANCIAL CORP | $312,513 | 5,525 | Trimmed |
| 21 | Cambridge Investment Research Advisors, Inc. | $214,000 | 3,785 | Hold |
| 22 | Valley Financial Group, Inc. | $213,287 | 3,771 | Trimmed |
| 23 | Rockefeller Capital Management L.P. | $62,846 | 1,111 | Trimmed |
| 24 | Steward Partners Investment Advisory, LLC | $56,567 | 1,000 | Trimmed |
| 25 | WELLS FARGO & COMPANY/MN | $51,759 | 915 | Added |