| 1 | NorthRock Partners, LLC | $114.4M | 1.3M | Added |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $110.1M | 1.3M | Trimmed |
| 3 | Financial Engines Advisors L.L.C. | $102.0M | 1.2M | Trimmed |
| 4 | LPL Financial LLC | $92.0M | 1.1M | Added |
| 5 | AE Wealth Management LLC | $81.8M | 960,579 | Added |
| 6 | Avantax Planning Partners, Inc. | $78.2M | 918,268 | Added |
| 7 | Lutz Financial Services LLC | $68.6M | 805,859 | Added |
| 8 | MORGAN STANLEY | $61.8M | 726,104 | Added |
| 9 | Equitable Holdings, Inc. | $60.4M | 369,007 | Added |
| 10 | Convergence Financial, LLC | $51.4M | 601,278 | Added |
| 11 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $43.0M | 504,899 | New |
| 12 | WELLS FARGO & COMPANY/MN | $38.3M | 449,507 | Trimmed |
| 13 | CANANDAIGUA NATIONAL CORP | $35.9M | 421,045 | New |
| 14 | Cetera Investment Advisers | $34.9M | 410,049 | Added |
| 15 | First National Trust Co | $32.6M | 382,687 | Added |
| 16 | Klingman & Associates, LLC | $31.5M | 369,859 | Trimmed |
| 17 | First Pacific Financial | $31.3M | 367,076 | Trimmed |
| 18 | HighTower Advisors, LLC | $26.3M | 308,337 | Trimmed |
| 19 | GHP Investment Advisors, Inc. | $24.3M | 285,050 | Added |
| 20 | JONES FINANCIAL COMPANIES LLLP | $22.4M | 268,219 | Added |
| 21 | WCG Wealth Advisors LLC | $21.2M | 248,762 | Added |
| 22 | Rodgers & Associates, LTD | $18.6M | 218,907 | Trimmed |
| 23 | MERCER GLOBAL ADVISORS INC /ADV | $17.6M | 206,667 | Added |
| 24 | CWM, LLC | $16.9M | 198,943 | Trimmed |
| 25 | MML INVESTORS SERVICES, LLC | $14.8M | 174,134 | Added |