| 1 | Pacific Life Fund Advisors LLC | $61.7M | 565,677 | New |
| 2 | Goelzer Investment Management, Inc. | $40.9M | 374,631 | Trimmed |
| 3 | Rodgers & Associates, LTD | $35.2M | 322,641 | Trimmed |
| 4 | Fragasso Financial Advisors Inc | $33.3M | 305,286 | Trimmed |
| 5 | Dean, Jacobson Financial Services, LLC | $31.5M | 288,425 | Trimmed |
| 6 | Klingman & Associates, LLC | $30.5M | 279,909 | Trimmed |
| 7 | BRANDYWINE OAK PRIVATE WEALTH LLC | $30.4M | 278,220 | Trimmed |
| 8 | Evensky & Katz LLC | $27.8M | 254,349 | Trimmed |
| 9 | Cambridge Investment Research Advisors, Inc. | $25.3M | 231,734 | Added |
| 10 | Morningstar Investment Management LLC | $24.2M | 255,802 | Hold |
| 11 | CANANDAIGUA NATIONAL BANK & TRUST CO | $23.9M | 219,319 | Added |
| 12 | One Day In July LLC | $23.8M | 217,834 | Added |
| 13 | Wrenne Financial Planning LLC | $23.1M | 211,985 | Added |
| 14 | First National Trust Co | $23.0M | 210,616 | Added |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $21.1M | 197,628 | Trimmed |
| 16 | GHP Investment Advisors, Inc. | $20.2M | 184,716 | Added |
| 17 | FAS Wealth Partners, Inc. | $20.1M | 184,101 | Added |
| 18 | Key Financial Inc | $19.7M | 180,724 | Trimmed |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $19.5M | 178,621 | Trimmed |
| 20 | Avantax Planning Partners, Inc. | $19.3M | 176,693 | Trimmed |
| 21 | American Financial Advisors, LLC | $17.6M | 161,395 | Trimmed |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $16.9M | 154,964 | Trimmed |
| 23 | SAGE FINANCIAL GROUP INC | $16.7M | 152,819 | Trimmed |
| 24 | CarsonAllaria Wealth Management, Ltd. | $14.1M | 129,564 | Added |
| 25 | Triangle Securities Wealth Management | $13.6M | 124,315 | Added |