| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $117.1M | 1.2M | Trimmed |
| 2 | AE Wealth Management LLC | $99.8M | 1.1M | Added |
| 3 | Avantax Planning Partners, Inc. | $90.3M | 952,267 | Added |
| 4 | FAS Wealth Partners, Inc. | $62.6M | 659,887 | Added |
| 5 | Pacific Life Fund Advisors LLC | $56.7M | 598,104 | New |
| 6 | First National Trust Co | $37.1M | 390,832 | Added |
| 7 | First Pacific Financial | $34.7M | 366,314 | Trimmed |
| 8 | CANANDAIGUA NATIONAL BANK & TRUST CO | $33.6M | 354,651 | Trimmed |
| 9 | Klingman & Associates, LLC | $32.3M | 340,538 | Trimmed |
| 10 | GHP Investment Advisors, Inc. | $27.5M | 289,767 | Added |
| 11 | Rodgers & Associates, LTD | $20.9M | 220,077 | Added |
| 12 | ERn Financial, LLC | $16.2M | 171,098 | Added |
| 13 | Asset Dedication, LLC | $14.0M | 147,248 | Trimmed |
| 14 | Marathon Mission, Inc. | $11.9M | 125,387 | Added |
| 15 | CARY STREET PARTNERS FINANCIAL LLC | $10.7M | 113,117 | Trimmed |
| 16 | Private Advisor Group, LLC | $10.6M | 111,718 | Added |
| 17 | Private Wealth Management Group, LLC | $10.5M | 110,488 | Trimmed |
| 18 | CAPITAL WEALTH MANAGEMENT, LLC | $9.7M | 101,953 | Added |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $9.2M | 96,529 | Trimmed |
| 20 | MISSION WEALTH MANAGEMENT, LP | $8.7M | 91,455 | Added |
| 21 | JNBA Financial Advisors | $8.2M | 85,995 | Trimmed |
| 22 | Cambridge Investment Research Advisors, Inc. | $7.6M | 80,090 | Added |
| 23 | SAGE FINANCIAL GROUP INC | $7.0M | 73,395 | Added |
| 24 | Avior Wealth Management, LLC | $6.9M | 73,043 | Trimmed |
| 25 | Gladstone Institutional Advisory LLC | $6.2M | 65,362 | Added |