| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $22.8M | 854,107 | Trimmed |
| 2 | Pachira Investments Inc. | $6.6M | 245,336 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $4.8M | 177,978 | Trimmed |
| 4 | Cetera Investment Advisers | $2.6M | 95,963 | Trimmed |
| 5 | HighTower Advisors, LLC | $2.0M | 75,229 | Hold |
| 6 | KFG WEALTH MANAGEMENT, LLC | $2.0M | 73,104 | Trimmed |
| 7 | CENTAURUS FINANCIAL, INC. | $1.9M | 70,751 | Trimmed |
| 8 | Kestra Advisory Services, LLC | $1.8M | 65,804 | Trimmed |
| 9 | Brookstone Capital Management | $1.6M | 58,701 | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 52,740 | Added |
| 11 | OSAIC HOLDINGS, INC. | $1.3M | 48,982 | Added |
| 12 | Strategic Blueprint, LLC | $1.2M | 46,365 | Trimmed |
| 13 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $1.2M | 43,988 | Trimmed |
| 14 | Cypress Wealth Services, LLC | $1.1M | 42,641 | Hold |
| 15 | HARBOUR INVESTMENTS, INC. | $1.1M | 42,051 | Trimmed |
| 16 | WealthPLAN Partners, LLC | $1.1M | 39,889 | Hold |
| 17 | CANANDAIGUA NATIONAL CORP | $885,359 | 33,100 | New |
| 18 | Lineweaver Wealth Advisors, LLC | $870,995 | 32,563 | Hold |
| 19 | Advisory Services Network, LLC | $843,685 | 31,542 | Hold |
| 20 | FC Advisory LLC | $699,861 | 26,165 | Trimmed |
| 21 | CENTRAL VALLEY ADVISORS, LLC | $681,165 | 25,466 | Added |
| 22 | CAPTRUST FINANCIAL ADVISORS | $639,277 | 23,900 | Hold |
| 23 | Sovran Advisors, LLC | $634,575 | 23,236 | Trimmed |
| 24 | Cambridge Investment Research Advisors, Inc. | $602,000 | 22,508 | Trimmed |
| 25 | LPL Financial LLC | $569,438 | 21,289 | Hold |