| 1 | LPL Financial LLC | $9.7M | 54,996 | Added |
| 2 | Olde Wealth Management, LLC | $5.7M | 32,604 | Trimmed |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.0M | 22,641 | Added |
| 4 | FIRST UNITED BANK & TRUST | $3.0M | 17,299 | Trimmed |
| 5 | RVW Wealth, LLC | $2.8M | 16,058 | Added |
| 6 | MORGAN STANLEY | $2.4M | 13,766 | Trimmed |
| 7 | Roof Eidam Maycock Peralta, LLC | $1.6M | 9,034 | Hold |
| 8 | Royal Bank of Canada | $1.4M | 7,858 | Trimmed |
| 9 | SGL Investment Advisors, Inc. | $1.2M | 6,827 | Trimmed |
| 10 | FOUNDERS FINANCIAL SECURITIES LLC | $1.1M | 6,155 | Added |
| 11 | Horizon Investments, LLC | $1.1M | 6,155 | Trimmed |
| 12 | Cambridge Investment Research Advisors, Inc. | $1.1M | 6,052 | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $989,170 | 5,627 | Trimmed |
| 14 | Well Done, LLC | $907,780 | 5,164 | Hold |
| 15 | BANK OF AMERICA CORP /DE/ | $820,060 | 4,665 | Trimmed |
| 16 | Curry Webb Wealth Management LLC | $787,482 | 4,480 | Added |
| 17 | Parallel Advisors, LLC | $787,012 | 4,477 | Hold |
| 18 | RAYMOND JAMES FINANCIAL INC | $773,950 | 4,403 | Trimmed |
| 19 | Gilbert Capital Group, Inc. | $755,018 | 4,295 | Trimmed |
| 20 | GREAT VALLEY ADVISOR GROUP, INC. | $703,000 | 4,000 | Hold |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $637,671 | 3,627 | Trimmed |
| 22 | Cetera Investment Advisers | $624,293 | 3,551 | Hold |
| 23 | FMR LLC | $620,796 | 3,531 | Added |
| 24 | OSAIC HOLDINGS, INC. | $607,897 | 3,458 | Added |
| 25 | EP Wealth Advisors, LLC | $537,917 | 3,060 | Hold |