| 1 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $316.3M | 5.4M | Trimmed |
| 2 | Wealthcare Advisory Partners LLC | $60.9M | 1.0M | Added |
| 3 | RATIONAL ADVISORS, INC. | $43.4M | 735,041 | Trimmed |
| 4 | OneDigital Investment Advisors LLC | $36.1M | 611,866 | Added |
| 5 | Cetera Investment Advisers | $32.7M | 554,125 | Trimmed |
| 6 | Professional Financial Advisors, LLC | $30.6M | 518,200 | Added |
| 7 | 46 Peaks LLC | $22.8M | 386,537 | Trimmed |
| 8 | LPL Financial LLC | $22.5M | 380,758 | Added |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $19.4M | 327,755 | Added |
| 10 | AQR CAPITAL MANAGEMENT LLC | $14.4M | 244,408 | Trimmed |
| 11 | WJ Interests, LLC | $11.4M | 192,789 | Trimmed |
| 12 | Perennial Investment Advisors, LLC | $9.5M | 161,472 | Added |
| 13 | BNP PARIBAS FINANCIAL MARKETS | $9.0M | 152,814 | Trimmed |
| 14 | Kestra Advisory Services, LLC | $7.6M | 129,199 | Trimmed |
| 15 | Fermata Advisors, LLC | $6.9M | 117,673 | Trimmed |
| 16 | REGIONS FINANCIAL CORP | $5.7M | 96,117 | Added |
| 17 | JPMORGAN CHASE & CO | $5.4M | 92,185 | Added |
| 18 | Bravias Capital Group, LLC | $5.2M | 88,453 | Added |
| 19 | OSAIC HOLDINGS, INC. | $4.9M | 83,404 | Added |
| 20 | Private Advisor Group, LLC | $4.8M | 80,821 | Trimmed |
| 21 | MORGAN STANLEY | $4.2M | 70,390 | Added |
| 22 | CIBC Bancorp USA Inc. | $3.8M | 64,423 | Added |
| 23 | RHS Financial, LLC | $3.1M | 52,514 | Added |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $2.9M | 49,934 | Trimmed |
| 25 | Leading Edge Financial Planning LLC | $2.6M | 43,755 | Added |