| 1 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $273.9M | 3.6M | Trimmed |
| 2 | WELLS FARGO & COMPANY/MN | $227.3M | 3.0M | Added |
| 3 | SigFig Wealth Management, LLC | $220.0M | 2.9M | Added |
| 4 | Annex Advisory Services, LLC | $214.8M | 2.8M | Added |
| 5 | Tolleson Wealth Management, Inc. | $176.0M | 2.3M | Trimmed |
| 6 | Plancorp, LLC | $158.7M | 2.1M | Added |
| 7 | Modern Wealth Management, LLC | $137.0M | 1.8M | Added |
| 8 | Clearwater Capital Advisors, LLC | $86.9M | 1.1M | Added |
| 9 | Ullmann Wealth Partners Group, LLC | $85.8M | 1.1M | Trimmed |
| 10 | Integrated Wealth Concepts LLC | $66.4M | 878,367 | Added |
| 11 | Compound Planning, Inc. | $59.1M | 781,052 | Added |
| 12 | Cardinal Point Capital Management ULC | $55.7M | 736,666 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $52.9M | 698,956 | Added |
| 14 | JPMORGAN CHASE & CO | $50.6M | 673,406 | Trimmed |
| 15 | Kestra Investment Management, LLC | $49.7M | 656,588 | Trimmed |
| 16 | AMERIPRISE FINANCIAL INC | $45.1M | 592,041 | Trimmed |
| 17 | Conrad Siegel Investment Advisors, Inc. | $39.4M | 520,948 | Trimmed |
| 18 | MORGAN STANLEY | $38.8M | 512,414 | Trimmed |
| 19 | CORA CAPITAL ADVISORS LLC | $36.6M | 483,912 | Added |
| 20 | Focus Partners Wealth | $35.3M | 466,809 | Trimmed |
| 21 | OSAIC HOLDINGS, INC. | $30.6M | 404,298 | Added |
| 22 | Pettinga Financial Advisors LLC | $30.4M | 402,597 | Trimmed |
| 23 | Acropolis Investment Management, LLC | $27.1M | 358,709 | Added |
| 24 | LPL Financial LLC | $26.5M | 349,982 | Trimmed |
| 25 | LifeGoal Investments, LLC | $22.4M | 295,859 | Added |