| 1 | Wealthfront Advisers LLC | $428.5M | 17.5M | Added |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $85.3M | 3.5M | Added |
| 3 | Gerber Kawasaki Wealth & Investment Management | $51.3M | 2.1M | Added |
| 4 | Miracle Mile Advisors, LLC | $30.5M | 1.2M | Added |
| 5 | SYON CAPITAL LLC | $30.2M | 1.2M | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $29.8M | 1.2M | Added |
| 7 | GUGGENHEIM CAPITAL LLC | $25.2M | 1.0M | Added |
| 8 | EP Wealth Advisors, LLC | $19.3M | 788,637 | Added |
| 9 | LPL Financial LLC | $16.7M | 682,964 | Added |
| 10 | MORGAN STANLEY | $15.3M | 625,770 | Added |
| 11 | FIRST FOUNDATION ADVISORS | $9.3M | 379,879 | Added |
| 12 | Shared Vision Wealth Group LLC | $7.6M | 310,889 | Added |
| 13 | JPMORGAN CHASE & CO | $7.3M | 297,671 | Added |
| 14 | Pure Financial Advisors, LLC | $7.0M | 284,900 | Added |
| 15 | Robertson Stephens Wealth Management, LLC | $5.8M | 238,198 | Added |
| 16 | WELLS FARGO & COMPANY/MN | $4.5M | 183,517 | Trimmed |
| 17 | Integrated Wealth Concepts LLC | $4.3M | 175,464 | Added |
| 18 | FIRST AMERICAN TRUST, FSB | $4.2M | 169,374 | Trimmed |
| 19 | HighTower Advisors, LLC | $3.6M | 145,793 | Added |
| 20 | Chatterton & Associates Inc. | $3.5M | 144,898 | Added |
| 21 | Elmwood Wealth Management, Inc. | $3.5M | 141,077 | Trimmed |
| 22 | KEYBANK NATIONAL ASSOCIATION/OH | $3.3M | 133,243 | Added |
| 23 | Affinity Capital Advisors, LLC | $3.0M | 123,281 | Added |
| 24 | JONES FINANCIAL COMPANIES LLLP | $3.0M | 123,367 | Added |
| 25 | FMR LLC | $2.7M | 110,870 | Added |