| 1 | LPL Financial LLC | $781.9M | 7.2M | Added |
| 2 | Financial Engines Advisors L.L.C. | $113.4M | 1.0M | Trimmed |
| 3 | Cannon Financial Strategists, Inc. | $109.2M | 1.0M | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $104.8M | 960,074 | Trimmed |
| 5 | NorthRock Partners, LLC | $91.0M | 834,093 | Added |
| 6 | Pacific Life Fund Advisors LLC | $61.7M | 565,677 | New |
| 7 | MORGAN STANLEY | $60.7M | 556,313 | Trimmed |
| 8 | AMERIPRISE FINANCIAL INC | $59.6M | 545,069 | Trimmed |
| 9 | Convergence Financial, LLC | $41.6M | 381,642 | Added |
| 10 | Goelzer Investment Management, Inc. | $40.9M | 374,631 | Trimmed |
| 11 | WCG Wealth Advisors LLC | $40.1M | 367,902 | Trimmed |
| 12 | Creative Planning | $35.4M | 324,356 | Trimmed |
| 13 | Rodgers & Associates, LTD | $35.2M | 322,641 | Trimmed |
| 14 | Equitable Holdings, Inc. | $34.8M | 318,546 | Added |
| 15 | Fragasso Financial Advisors Inc | $33.3M | 305,286 | Trimmed |
| 16 | Dean, Jacobson Financial Services, LLC | $31.5M | 288,425 | Trimmed |
| 17 | Cerity Partners LLC | $30.6M | 280,730 | Trimmed |
| 18 | Klingman & Associates, LLC | $30.5M | 279,909 | Trimmed |
| 19 | Focus Partners Wealth | $30.5M | 279,896 | Added |
| 20 | BRANDYWINE OAK PRIVATE WEALTH LLC | $30.4M | 278,220 | Trimmed |
| 21 | Evensky & Katz LLC | $27.8M | 254,349 | Trimmed |
| 22 | Waverly Advisors, LLC | $25.2M | 230,724 | Trimmed |
| 23 | Morningstar Investment Management LLC | $24.2M | 255,802 | Hold |
| 24 | OSAIC HOLDINGS, INC. | $23.9M | 219,289 | Trimmed |
| 25 | CANANDAIGUA NATIONAL BANK & TRUST CO | $23.9M | 219,319 | Added |