| 1 | Matthew Goff Investment Advisor, LLC | $8.6M | 214,338 | New |
| 2 | BANK OF AMERICA CORP /DE/ | $8.1M | 89,718 | Added |
| 3 | WELLS FARGO & COMPANY/MN | $5.8M | 64,422 | Added |
| 4 | Lido Advisors, LLC | $3.4M | 37,636 | Trimmed |
| 5 | LPL Financial LLC | $3.4M | 37,497 | Added |
| 6 | AMERIPRISE FINANCIAL INC | $3.1M | 34,812 | Added |
| 7 | TWO SIGMA INVESTMENTS, LP | $2.5M | 27,837 | Trimmed |
| 8 | MORGAN STANLEY | $1.6M | 17,902 | Added |
| 9 | Beacon Pointe Advisors, LLC | $1.4M | 15,782 | New |
| 10 | GOLDMAN SACHS GROUP INC | $840,343 | 9,304 | Added |
| 11 | One Capital Management, LLC | $755,441 | 8,364 | New |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $704,410 | 7,799 | New |
| 13 | WealthCare Investment Partners, LLC | $701,219 | 7,415 | Trimmed |
| 14 | Opulen Financial Group LLC | $649,040 | 7,186 | Trimmed |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $604,450 | 6,692 | Trimmed |
| 16 | Royal Bank of Canada | $572,000 | 6,333 | Trimmed |
| 17 | NORTHBRIDGE FINANCIAL GROUP, LLC | $563,349 | 5,959 | Trimmed |
| 18 | BRYN MAWR TRUST Co | $551,407 | 6,105 | Added |
| 19 | Independent Wealth Network Inc. | $478,428 | 5,297 | Trimmed |
| 20 | Cambridge Investment Research Advisors, Inc. | $459,000 | 5,083 | Trimmed |
| 21 | FLAGSHIP HARBOR ADVISORS, LLC | $344,444 | 3,814 | New |
| 22 | UBS Group AG | $337,078 | 3,732 | Trimmed |
| 23 | BOS Asset Management, LLC | $327,593 | 3,627 | Added |
| 24 | Wealthfront Advisers LLC | $323,528 | 3,582 | Added |
| 25 | Creative Planning | $271,349 | 3,004 | Added |