| NorthRock Partners, LLC | 1,427,030 | $135.4m | 2.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,245,164 | $117.1m | 0.2% |
| Financial Engines Advisors L.L.C. | 1,229,181 | $116.6m | 0.2% |
| LPL Financial LLC | 1,221,358 | $115.8m | 0.0% |
| AE Wealth Management LLC | 1,051,996 | $99.8m | 0.5% |
| Avantax Planning Partners, Inc. | 952,267 | $90.3m | 2.2% |
| Lutz Financial Services LLC | 829,586 | $78.7m | 4.8% |
| MORGAN STANLEY | 671,315 | $63.7m | 0.0% |
| FAS Wealth Partners, Inc. | 659,887 | $62.6m | 3.3% |
| Pacific Life Fund Advisors LLC | 598,104 | $56.7m | 6.2% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 499,862 | $47.4m | 0.2% |
| Cetera Investment Advisers | 424,047 | $40.2m | 0.0% |
| Convergence Financial, LLC | 422,035 | $40.0m | 3.2% |
| Equitable Holdings, Inc. | 401,007 | $37.9m | 0.2% |
| First National Trust Co | 390,832 | $37.1m | 1.3% |
| First Pacific Financial | 366,314 | $34.7m | 4.1% |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 354,651 | $33.6m | 2.8% |
| WELLS FARGO & COMPANY/MN | 352,068 | $33.4m | 0.0% |
| Klingman & Associates, LLC | 340,538 | $32.3m | 1.4% |
| JONES FINANCIAL COMPANIES LLLP | 300,102 | $28.3m | 0.0% |
| HighTower Advisors, LLC | 294,533 | $27.9m | 0.0% |
| GHP Investment Advisors, Inc. | 289,767 | $27.5m | 1.0% |
| MERCER GLOBAL ADVISORS INC /ADV | 259,036 | $24.6m | 0.0% |
| WCG Wealth Advisors LLC | 251,674 | $23.9m | 0.6% |
| Rodgers & Associates, LTD | 220,077 | $20.9m | 1.9% |