| 1 | ENVESTNET ASSET MANAGEMENT INC | $75.7M | 1.4M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $25.6M | 475,803 | Trimmed |
| 3 | Kestra Advisory Services, LLC | $23.4M | 435,794 | Trimmed |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $23.4M | 434,774 | Added |
| 5 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $21.7M | 402,722 | Trimmed |
| 6 | Private Advisor Group, LLC | $21.5M | 399,296 | Added |
| 7 | ASPIRIANT, LLC | $19.4M | 360,842 | Trimmed |
| 8 | ASSETMARK, INC | $15.9M | 295,951 | Trimmed |
| 9 | CANANDAIGUA NATIONAL BANK & TRUST CO | $14.6M | 270,844 | Added |
| 10 | Linscomb Wealth, Inc. | $13.6M | 252,249 | Trimmed |
| 11 | Baker Avenue Asset Management, LP | $12.4M | 229,674 | Trimmed |
| 12 | M&T Bank Corp | $11.7M | 217,471 | Added |
| 13 | D.A. DAVIDSON & CO. | $10.6M | 196,235 | Added |
| 14 | TD PRIVATE CLIENT WEALTH LLC | $8.8M | 164,313 | Added |
| 15 | Cascade Financial Partners, LLC | $7.0M | 129,281 | Added |
| 16 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $6.6M | 123,112 | Trimmed |
| 17 | Cornerstone Wealth Group, LLC | $6.5M | 121,284 | Trimmed |
| 18 | Freedom Day Solutions, LLC | $5.2M | 96,226 | Added |
| 19 | Stonebridge Wealth Management, LLC | $5.2M | 96,088 | Added |
| 20 | Old Port Advisors | $5.1M | 94,200 | Added |
| 21 | Investors Research Corp | $4.8M | 88,578 | Added |
| 22 | Koshinski Asset Management, Inc. | $4.5M | 84,539 | Added |
| 23 | Meramec Financial Planners, LLC | $4.0M | 75,590 | Trimmed |
| 24 | Miracle Mile Advisors, LLC | $4.0M | 74,051 | Added |
| 25 | Good Harbor Advisors, Inc. | $3.6M | 67,232 | Added |