| 1 | Abacus Wealth Partners, LLC | $47.3M | 1.1M | Added |
| 2 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $11.6M | 266,948 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $8.2M | 187,468 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $8.0M | 184,442 | Added |
| 5 | CANANDAIGUA NATIONAL BANK & TRUST CO | $1.9M | 43,887 | Trimmed |
| 6 | Invera Wealth Advisors, LLC | $1.3M | 30,584 | Trimmed |
| 7 | Revolve Wealth Partners, LLC | $1.3M | 28,990 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $1.2M | 28,564 | Added |
| 9 | RTD Financial Advisors, Inc. | $948,571 | 21,811 | Trimmed |
| 10 | Farther Finance Advisors, LLC | $947,032 | 21,776 | Added |
| 11 | CENTRAL TRUST Co | $892,198 | 20,515 | Added |
| 12 | Fingerlakes Wealth Management, Inc. | $832,190 | 19,135 | Added |
| 13 | RVW Wealth, LLC | $744,244 | 17,113 | Hold |
| 14 | EVERGREEN CAPITAL MANAGEMENT LLC | $567,646 | 13,052 | Added |
| 15 | PFG Investments, LLC | $505,874 | 11,632 | Hold |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $482,467 | 10,906 | Added |
| 17 | Private Advisor Group, LLC | $473,980 | 10,899 | Trimmed |
| 18 | LexAurum Advisors, LLC | $454,730 | 10,456 | Added |
| 19 | Trust Co | $425,245 | 9,778 | Trimmed |
| 20 | Simmons Bank | $416,720 | 9,582 | Trimmed |
| 21 | ASSETMARK, INC | $386,452 | 8,886 | Added |
| 22 | CX Institutional | $373,000 | 8,569 | Trimmed |
| 23 | Falcon Wealth Planning | $346,139 | 7,959 | Trimmed |
| 24 | Private Wealth Management Group, LLC | $299,951 | 6,897 | Trimmed |
| 25 | Ipsen Advisor Group LLC | $298,080 | 6,854 | Added |