| 1 | NorthRock Partners, LLC | $135.4M | 1.4M | Added |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $117.1M | 1.2M | Trimmed |
| 3 | Financial Engines Advisors L.L.C. | $116.6M | 1.2M | Added |
| 4 | LPL Financial LLC | $115.8M | 1.2M | Added |
| 5 | AE Wealth Management LLC | $99.8M | 1.1M | Added |
| 6 | Avantax Planning Partners, Inc. | $90.3M | 952,267 | Added |
| 7 | Lutz Financial Services LLC | $78.7M | 829,586 | Added |
| 8 | MORGAN STANLEY | $63.7M | 671,315 | Trimmed |
| 9 | FAS Wealth Partners, Inc. | $62.6M | 659,887 | Added |
| 10 | Pacific Life Fund Advisors LLC | $56.7M | 598,104 | New |
| 11 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $47.4M | 499,862 | Trimmed |
| 12 | Cetera Investment Advisers | $40.2M | 424,047 | Added |
| 13 | Convergence Financial, LLC | $40.0M | 422,035 | Trimmed |
| 14 | Equitable Holdings, Inc. | $37.9M | 401,007 | Added |
| 15 | First National Trust Co | $37.1M | 390,832 | Added |
| 16 | First Pacific Financial | $34.7M | 366,314 | Trimmed |
| 17 | CANANDAIGUA NATIONAL BANK & TRUST CO | $33.6M | 354,651 | Trimmed |
| 18 | WELLS FARGO & COMPANY/MN | $33.4M | 352,068 | Trimmed |
| 19 | Klingman & Associates, LLC | $32.3M | 340,538 | Trimmed |
| 20 | JONES FINANCIAL COMPANIES LLLP | $28.3M | 300,102 | Added |
| 21 | HighTower Advisors, LLC | $27.9M | 294,533 | Trimmed |
| 22 | GHP Investment Advisors, Inc. | $27.5M | 289,767 | Added |
| 23 | MERCER GLOBAL ADVISORS INC /ADV | $24.6M | 259,036 | Added |
| 24 | WCG Wealth Advisors LLC | $23.9M | 251,674 | Added |
| 25 | Rodgers & Associates, LTD | $20.9M | 220,077 | Added |