| 1 | LPL Financial LLC | 5,653,562 | $514.0M | 0.14% | Share |
| 2 | Financial Engines Advisors L.L.C. | 1,160,530 | $105.6M | 0.20% | Share |
| 3 | Cannon Financial Strategists, Inc. | 1,001,946 | $91.1M | 12.67% | Share |
| 4 | Goelzer Investment Management, Inc. | 879,145 | $80.0M | 3.71% | Share |
| 5 | NorthRock Partners, LLC | 781,673 | $71.0M | 1.20% | Share |
| 6 | BANK OF AMERICA CORP /DE/ | 723,767 | $65.0M | 0.00% | Share |
| 7 | AMERIPRISE FINANCIAL INC | 698,344 | $63.0M | 0.01% | Share |
| 8 | BANK OF AMERICA CORP /DE/ | 544,068 | $49.0M | 0.00% | Share |
| 9 | HighTower Advisors, LLC | 542,526 | $49.0M | 0.05% | Share |
| 10 | MORGAN STANLEY | 497,398 | $45.0M | 0.00% | Share |
| 11 | Creative Planning | 454,922 | $41.0M | 0.03% | Share |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 401,850 | $38.0M | 0.05% | Share |
| 13 | Morningstar Investment Management LLC | 386,421 | $35.2M | 2.08% | Share |
| 14 | WCG Wealth Advisors LLC | 370,199 | $33.7M | 0.94% | Share |
| 15 | Rodgers & Associates, LTD | 333,839 | $30.4M | 3.08% | Share |
| 16 | Fragasso Financial Advisors Inc | 317,717 | $28.9M | 1.75% | Share |
| 17 | Equitable Holdings, Inc. | 317,208 | $28.0M | 0.19% | Share |
| 18 | BRANDYWINE OAK PRIVATE WEALTH LLC | 287,856 | $26.2M | 2.20% | Share |
| 19 | Cerity Partners LLC | 289,185 | $26.0M | 0.04% | Share |
| 20 | Dean, Jacobson Financial Services, LLC | 285,071 | $25.9M | 16.45% | Share |
| 21 | Klingman & Associates, LLC | 281,798 | $25.6M | 1.24% | Share |
| 22 | Evensky & Katz LLC | 278,480 | $25.3M | 1.43% | Share |
| 23 | Focus Partners Wealth | 268,749 | $24.0M | 0.03% | Share |
| 24 | American Financial Advisors, LLC | 255,638 | $23.3M | 3.00% | Share |
| 25 | OpenArc Corporate Advisory, LLC | 257,329 | $23.0M | 0.38% | Share |
| 26 | Convergence Financial, LLC | 211,141 | $19.2M | 2.80% | Share |
| 27 | CANANDAIGUA NATIONAL BANK & TRUST CO | 209,249 | $19.0M | 1.71% | Share |
| 28 | ENVESTNET ASSET MANAGEMENT INC | 216,327 | $19.0M | 0.01% | Share |
| 29 | FIRST NATIONAL TRUST CO | 206,925 | $18.0M | 0.60% | Share |
| 30 | OSAIC HOLDINGS, INC. | 200,358 | $18.0M | 0.03% | Share |
| 31 | Wrenne Financial Planning LLC | 196,346 | $17.9M | 7.27% | Share |
| 32 | PURE PORTFOLIOS HOLDINGS LLC | 189,409 | $17.2M | 5.19% | Share |
| 33 | TD Capital Management LLC | 188 | $17.1M | 0.00% | Share |
| 34 | WELLS FARGO & COMPANY/MN | 193,537 | $17.0M | 0.00% | Share |
| 35 | Avantax Planning Partners, Inc. | 188,433 | $17.0M | 0.48% | Share |
| 36 | One Day In July LLC | 184,922 | $16.8M | 1.38% | Share |
| 37 | Financial Strategies Group, Inc. | 174,945 | $16.6M | 3.00% | Share |
| 38 | Key FInancial Inc | 181,565 | $16.5M | 3.01% | Share |
| 39 | GHP Investment Advisors, Inc. | 179,925 | $16.4M | 0.67% | Share |
| 40 | COMMONWEALTH EQUITY SERVICES, LLC | 186,690 | $16.0M | 0.02% | Share |
| 41 | FAS Wealth Partners, Inc. | 174,641 | $15.9M | 1.03% | Share |
| 42 | SAGE FINANCIAL GROUP INC | 160,090 | $14.6M | 0.96% | Share |
| 43 | TIAA TRUST, NATIONAL ASSOCIATION | 158,650 | $14.0M | 0.03% | Share |
| 44 | UBS Group AG | 150,054 | $13.7M | 0.00% | Share |
| 45 | Lutz Financial Services LLC | 143,431 | $13.0M | 0.89% | Share |
| 46 | Optimist Retirement Group LLC | 141,457 | $12.9M | 5.90% | Share |
| 47 | BALANCED WEALTH GROUP LLC | 130,283 | $11.6M | 4.25% | Share |
| 48 | BIP Wealth, LLC | 126,344 | $11.5M | 0.41% | Share |
| 49 | Triangle Securities Wealth Management | 124,815 | $11.4M | 2.39% | Share |
| 50 | CarsonAllaria Wealth Management, Ltd. | 122,319 | $11.1M | 5.52% | Share |