| 1 | LPL Financial LLC | $8.3M | 54,963 | Added |
| 2 | Olde Wealth Management, LLC | $5.0M | 33,184 | Trimmed |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.9M | 19,013 | Added |
| 4 | FIRST UNITED BANK & TRUST | $2.9M | 18,930 | Trimmed |
| 5 | RVW Wealth, LLC | $2.4M | 16,049 | Hold |
| 6 | MORGAN STANLEY | $2.2M | 14,222 | Trimmed |
| 7 | Royal Bank of Canada | $2.1M | 13,608 | Added |
| 8 | CITADEL ADVISORS LLC | $2.0M | 13,401 | Added |
| 9 | Horizon Investments, LLC | $1.9M | 12,560 | Added |
| 10 | NORTHERN TRUST CORP | $1.6M | 10,552 | New |
| 11 | Roof Eidam Maycock Peralta, LLC | $1.4M | 9,034 | Hold |
| 12 | SGL Investment Advisors, Inc. | $1.2M | 6,945 | Added |
| 13 | FOUNDERS FINANCIAL SECURITIES LLC | $972,013 | 6,135 | Trimmed |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $923,110 | 6,084 | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $918,000 | 6,051 | Hold |
| 16 | Well Done, LLC | $783,586 | 5,164 | Hold |
| 17 | BANK OF AMERICA CORP /DE/ | $721,827 | 4,757 | Trimmed |
| 18 | RAYMOND JAMES FINANCIAL INC | $700,819 | 4,619 | Added |
| 19 | Parallel Advisors, LLC | $679,340 | 4,477 | Hold |
| 20 | Gilbert Capital Group, Inc. | $679,188 | 4,476 | Trimmed |
| 21 | GREAT VALLEY ADVISOR GROUP, INC. | $607,000 | 4,000 | New |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $558,733 | 3,682 | Added |
| 23 | Cetera Investment Advisers | $538,837 | 3,551 | Added |
| 24 | INTERACTIVE FINANCIAL ADVISORS, INC. | $506,356 | 3,337 | Trimmed |
| 25 | OSAIC HOLDINGS, INC. | $497,570 | 3,279 | Added |