| BANK OF AMERICA CORP /DE/ |
| 0.02% | 0.02% | #89 | $306.9M | 10.5M | $276.3M | 10.3M | +205,508+2.00% | Add |
| Lido Advisors, LLC |
| 0.09% | 0.1% | #62 | $32.6M | 1.1M | $31.2M | 1.2M | -45,492-3.93% | Reduce |
| CITIZENS & NORTHERN CORP |
| 6.38% | 7.52% | #1 | $27.9M | 953,634 | $30.1M | 1.1M | -166,299-14.85% | Reduce |
| Black Diamond Financial, LLC |
| 2.32% | 2.43% | #8 | $26.3M | 897,336 | $22.3M | 827,301 | +70,035+8.47% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.01% | 0.01% | #95 | $25.5M | 869,139 | $22.9M | 850,355 | +18,784+2.21% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #118 | $24.5M | 834,747 | $25.9M | 963,333 | -128,586-13.35% | Reduce |
| MAI Capital Management |
| 0.08% | 0.1% | #64 | $22.0M | 751,885 | $18.6M | 690,011 | +61,874+8.97% | Add |
| TRUEFG, LLC |
| 4.84% | 4.93% | #2 | $20.7M | 707,277 | $18.6M | 691,622 | +15,655+2.26% | Add |
| PNC FINANCIAL SERVICES GROUP, INC. |
| 0.01% | 0.01% | #104 | $18.6M | 635,609 | $18.9M | 701,032 | -65,423-9.33% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #127 | $17.8M | 606,359 | $15.8M | 588,435 | +17,924+3.05% | Add |
| Riverpoint Wealth Management Holdings, LLC |
| 3.09% | 3.18% | #4 | $16.8M | 574,099 | $15.0M | 555,858 | +18,241+3.28% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.02% | #87 | $16.1M | 550,820 | $14.9M | 552,912 | -2,092-0.38% | Reduce |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #100 | $12.2M | 414,726 | $10.2M | 377,838 | +36,888+9.76% | Add |
| Pure Financial Advisors, LLC |
| 0.14% | 0.15% | #49 | $11.0M | 374,745 | $10.4M | 386,688 | -11,943-3.09% | Reduce |
| DIVERSIFY WEALTH MANAGEMENT, LLC |
| 0.13% | 0.17% | #53 | $10.6M | 348,236 | $9.5M | 329,694 | +18,542+5.62% | Add |
| Payne Capital Management, LLC |
| 2.55% | 2.54% | #7 | $9.6M | 326,406 | $8.4M | 312,330 | +14,076+4.51% | Add |
| Pasadena Private Wealth, LLC |
| 1.08% | 0.82% | #15 | $8.5M | 290,004 | $5.9M | 220,576 | +69,428+31.48% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.02% | 0.02% | #94 | $7.4M | 251,290 | $5.8M | 215,674 | +35,616+16.51% | Add |
| AE Wealth Management LLC |
| 0.03% | 0.04% | #74 | $7.1M | 242,504 | $6.7M | 247,230 | -4,726-1.91% | Reduce |
| Marotta Asset Management |
| 1.31% | 1.26% | #11 | $6.8M | 252,566 | $6.8M | 252,566 | 00.00% | Unchanged |
| Heck Capital Advisors, LLC |
| 0.4% | 0.47% | #29 | $6.7M | 229,503 | $6.3M | 235,930 | -6,427-2.72% | Reduce |
| Rehmann Capital Advisory Group |
| 0.34% | 0.34% | #30 | $6.5M | 240,190 | $6.5M | 240,190 | 00.00% | Unchanged |
| Dynamic Advisor Solutions LLC |
| 0.18% | 0.18% | #42 | $6.4M | 218,481 | $5.6M | 208,822 | +9,659+4.63% | Add |
| AGF MANAGEMENT LTD |
| 0.02% | 0.03% | #82 | $6.4M | 217,104 | $5.7M | 213,426 | +3,678+1.72% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #112 | $6.2M | 210,574 | $6.3M | 234,340 | -23,766-10.14% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #153 | $6.1M | 207,182 | $4.0M | 149,017 | +58,165+39.03% | Add |
| Creative Planning |
| <0.01% | <0.01% | #132 | $5.9M | 203,021 | $5.7M | 212,107 | -9,086-4.28% | Reduce |
| AMERICAN FINANCIAL & TAX STRATEGIES INC |
| 2.64% | 2.61% | #6 | $5.8M | 199,554 | $5.4M | 199,741 | -187-0.09% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #174 | $5.5M | 188,778 | $4.4M | 158,360 | +30,418+19.21% | Add |
| Townsend Financial Planning, LLC |
| 4.38% | 4.46% | #3 | $5.0M | 171,682 | $4.6M | 171,333 | +349+0.20% | Add |
| RFG Advisory, LLC |
| 0.08% | 0.08% | #65 | $4.9M | 167,965 | $4.3M | 160,655 | +7,310+4.55% | Add |
| Physician Wealth Advisors, Inc. |
| 0.56% | 0.6% | #23 | $4.7M | 159,503 | $4.3M | 159,940 | -437-0.27% | Reduce |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #126 | $4.5M | 152,525 | $4.2M | 155,854 | -3,329-2.14% | Reduce |
| Steward Partners Investment Advisory, LLC |
| 0.02% | 0.02% | #85 | $4.3M | 148,155 | $3.4M | 126,162 | +21,993+17.43% | Add |
| EP Wealth Advisors, LLC |
| 0.02% | — | #91 | $4.2M | 145,026 | $0 | 0 | +145,026 | New Buy |
| Essential Planning, LLC. |
| 1.12% | 1.15% | #13 | $4.0M | 135,769 | $3.6M | 134,920 | +849+0.63% | Add |
| Financial Engines Advisors L.L.C. |
| 0.01% | 0.01% | #115 | $3.9M | 133,050 | $3.6M | 134,417 | -1,367-1.02% | Reduce |
| Prospect Financial Group LLC |
| 2.94% | 2.91% | #5 | $3.7M | 124,636 | $3.1M | 116,981 | +7,655+6.54% | Add |
| SigFig Wealth Management, LLC |
| 0.09% | 0.09% | #60 | $3.4M | 113,284 | $3.1M | 114,594 | -1,310-1.14% | Reduce |
| Independent Solutions Wealth Management, LLC |
| 0.44% | 0.45% | #27 | $3.4M | 115,332 | $3.1M | 114,305 | +1,027+0.90% | Add |
| Mariner, LLC |
| <0.01% | <0.01% | #134 | $3.3M | 111,416 | $3.4M | 124,677 | -13,261-10.64% | Reduce |
| PARK AVENUE SECURITIES LLC |
| 0.02% | 0.02% | #88 | $3.2M | 108,642 | $2.5M | 92,528 | +16,114+17.42% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #114 | $3.1M | 105,148 | $2.6M | 97,282 | +7,866+8.09% | Add |
| SACHEM HILL LLC |
| 0.47% | 0.47% | #25 | $2.7M | 91,098 | $2.4M | 90,648 | +450+0.50% | Add |
| Livet Wealth, LLC |
| 1.52% | 1.49% | #9 | $2.6M | 89,667 | $2.3M | 87,202 | +2,465+2.83% | Add |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC |
| 0.22% | 0.22% | #38 | $2.5M | 87,011 | $2.2M | 81,676 | +5,335+6.53% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #173 | $2.4M | 82,177 | $3.9M | 145,021 | -62,844-43.33% | Reduce |
| NorthCoast Asset Management LLC |
| 0.05% | — | #70 | $2.4M | 81,922 | $0 | 0 | +81,922 | New Buy |
| RAFFA WEALTH MANAGEMENT, LLC |
| 0.3% | — | #32 | $2.4M | 81,795 | $0 | 0 | +81,795 | New Buy |
| Sachetta, LLC |
| 1.16% | 1.08% | #12 | $2.4M | 81,586 | $2.0M | 74,220 | +7,366+9.92% | Add |
