| 1 | PFG Investments, LLC | $16.9M | 699,390 | Trimmed |
| 2 | NATURAL INVESTMENTS, LLC | $8.6M | 355,772 | Added |
| 3 | Rossby Financial, LCC | $7.1M | 292,147 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $1.1M | 47,332 | Added |
| 5 | Vontobel Holding Ltd. | $1.0M | 42,126 | Trimmed |
| 6 | CANANDAIGUA NATIONAL BANK & TRUST CO | $919,351 | 38,092 | Trimmed |
| 7 | True Blue Financial, LLC | $816,937 | 33,849 | Added |
| 8 | Wealth Advisory Team LLC | $787,205 | 32,617 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $594,440 | 24,630 | Added |
| 10 | Dynamic Advisor Solutions LLC | $525,400 | 21,769 | Trimmed |
| 11 | Golden State Wealth Management, LLC | $448,997 | 18,603 | Added |
| 12 | WESBANCO BANK INC | $440,705 | 18,260 | Hold |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $375,452 | 15,556 | Added |
| 14 | CAPITAL WEALTH MANAGEMENT, LLC | $357,633 | 14,818 | Added |
| 15 | Mechanics Bank Trust Department | $349,595 | 14,485 | Hold |
| 16 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $346,376 | 14,352 | Added |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $328,521 | 13,728 | New |
| 18 | Kestra Advisory Services, LLC | $323,036 | 13,385 | Trimmed |
| 19 | NOTTINGHAM ADVISORS, INC. | $280,832 | 11,770 | Added |
| 20 | Mason & Associates Inc | $270,674 | 11,215 | Trimmed |
| 21 | Apollon Wealth Management, LLC | $266,368 | 11,037 | Added |
| 22 | Private Advisor Group, LLC | $260,345 | 10,787 | Added |
| 23 | CWC Advisors, LLC. | $252,509 | 10,462 | Added |
| 24 | Values Added Financial LLC | $230,972 | 9,570 | Trimmed |
| 25 | EQ LLC | $219,315 | 9,087 | New |