| 1 | Rock Creek Group, LP | $21.6M | 139,960 | Hold |
| 2 | ALBION FINANCIAL GROUP /UT | $7.2M | 46,408 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $3.0M | 19,564 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 12,189 | Added |
| 5 | Belvedere Trading LLC | $1.7M | 10,900 | New |
| 6 | Gradient Investments LLC | $1.1M | 6,822 | Added |
| 7 | Kestra Advisory Services, LLC | $980,091 | 6,346 | Added |
| 8 | BRYN MAWR TRUST Co | $879,073 | 5,692 | Trimmed |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $837,567 | 5,413 | Added |
| 10 | CITIGROUP INC | $771,603 | 4,996 | Added |
| 11 | Laurel Wealth Planning LLC | $651,892 | 4,221 | Hold |
| 12 | Napier Financial, LLC | $649,573 | 4,206 | Added |
| 13 | South Shore Capital Advisors | $619,135 | 4,009 | Added |
| 14 | Fingerlakes Wealth Management, Inc. | $594,795 | 3,851 | Added |
| 15 | Dynamic Advisor Solutions LLC | $580,386 | 3,758 | Added |
| 16 | CWC Advisors, LLC. | $498,306 | 3,227 | Trimmed |
| 17 | Mendel Capital Management LLC | $494,606 | 3,203 | Added |
| 18 | SIMON QUICK ADVISORS, LLC | $463,320 | 3,000 | Hold |
| 19 | Portfolio Resources Advisor Group, Inc. | $455,640 | 3,565 | New |
| 20 | CERTUITY, LLC | $437,341 | 2,832 | Added |
| 21 | Aprio Wealth Management, LLC | $429,916 | 2,784 | Trimmed |
| 22 | MITCHELL SINKLER & STARR/PA | $405,405 | 2,625 | Hold |
| 23 | JOHNSON INVESTMENT COUNSEL INC | $386,100 | 2,500 | Hold |
| 24 | PITTENGER & ANDERSON INC | $375,290 | 2,430 | Hold |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $372,277 | 2,411 | Trimmed |