| GREAT VALLEY ADVISOR GROUP, INC. | 936,541 | 36.0% | +32,931 |
| VICTORY CAPITAL MANAGEMENT INC | 331,712 | 12.8% | +0 |
| Tower Wealth Partners, Inc. | 317,448 | 12.2% | −4,838 |
| MORGAN STANLEY | 146,419 | 5.6% | −325 |
| ROYAL BANK OF CANADA | 95,973 | 3.7% | −498 |
| LPL Financial LLC | 66,306 | 2.6% | −155 |
| RAYMOND JAMES FINANCIAL INC | 57,834 | 2.2% | +9,201 |
| GOLDMAN SACHS GROUP INC | 31,011 | 1.2% | −3,000 |
| BANK OF AMERICA CORP /DE/ | 26,630 | 1.0% | −648 |
| Trilogy Capital Inc. | 21,065 | 0.8% | −2,111 |
| Sovereign Financial Group, Inc. | 16,824 | 0.6% | −707 |
| TWO SIGMA INVESTMENTS, LP | 16,754 | 0.6% | −7,765 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,786 | 0.5% | +5,015 |
| Dakota Wealth Management | 9,242 | 0.4% | −1,436 |
| CITADEL ADVISORS LLC | 9,058 | 0.3% | — |