| 1 | UBS Group AG | $21.8M | 1.0M | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $10.5M | 489,769 | Added |
| 3 | Heartwood Wealth Advisors LLC | $6.4M | 299,024 | New |
| 4 | Keystone Financial Group | $5.9M | 270,074 | Added |
| 5 | MORGAN STANLEY | $5.7M | 266,954 | Added |
| 6 | LPL Financial LLC | $5.4M | 250,723 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $3.4M | 157,640 | Added |
| 8 | Royal Bank of Canada | $3.3M | 151,209 | Added |
| 9 | Baird Financial Group, Inc. | $2.5M | 115,741 | Trimmed |
| 10 | Total Clarity Wealth Management, Inc. | $2.4M | 113,437 | Added |
| 11 | Hedeker Wealth, LLC | $2.1M | 97,050 | Added |
| 12 | FIDELITY D & D BANCORP INC | $2.0M | 91,222 | Added |
| 13 | Mariner, LLC | $1.7M | 78,357 | Added |
| 14 | INVESTMENT PARTNERS, LTD. | $1.7M | 77,375 | Hold |
| 15 | Cetera Investment Advisers | $1.1M | 52,148 | Trimmed |
| 16 | HighTower Advisors, LLC | $1.1M | 49,754 | Trimmed |
| 17 | SimpliFi, Inc. | $829,871 | 38,599 | Added |
| 18 | MML INVESTORS SERVICES, LLC | $794,410 | 36,949 | Trimmed |
| 19 | IHT Wealth Management, LLC | $730,505 | 33,977 | Added |
| 20 | Cross Staff Investments Inc | $645,000 | 30,000 | Hold |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $603,204 | 28,056 | Added |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $537,947 | 25,021 | Trimmed |
| 23 | Ausdal Financial Partners, Inc. | $502,729 | 23,383 | Trimmed |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $494,450 | 23,062 | Trimmed |
| 25 | OSAIC HOLDINGS, INC. | $447,457 | 20,810 | Added |