| 1 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $140.0M | 3.4M | Added |
| 2 | Compound Planning, Inc. | $82.5M | 2.0M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $43.5M | 1.1M | Added |
| 4 | Winthrop Advisory Group LLC | $22.3M | 545,342 | Trimmed |
| 5 | Thrive Wealth Management, LLC | $20.9M | 509,257 | Added |
| 6 | Sequoia Financial Advisors, LLC | $15.2M | 371,000 | Trimmed |
| 7 | Conrad Siegel Investment Advisors, Inc. | $14.8M | 360,909 | Added |
| 8 | Acropolis Investment Management, LLC | $14.7M | 358,978 | Trimmed |
| 9 | DDFG, Inc | $13.6M | 333,144 | Added |
| 10 | Heck Capital Advisors, LLC | $13.4M | 326,954 | Trimmed |
| 11 | Farther Finance Advisors, LLC | $12.1M | 296,493 | Trimmed |
| 12 | EXCHANGE TRADED CONCEPTS, LLC | $11.5M | 280,971 | Added |
| 13 | MERIDIAN MANAGEMENT CO | $10.9M | 266,303 | Trimmed |
| 14 | Northwest Wealth Advisors, LLC | $8.7M | 212,566 | Added |
| 15 | New Insight Wealth Advisors | $7.1M | 172,164 | Added |
| 16 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $6.6M | 160,285 | Trimmed |
| 17 | Beirne Wealth Consulting Services, LLC | $6.4M | 155,260 | Added |
| 18 | Avestar Capital, LLC | $6.2M | 151,417 | Added |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $6.2M | 151,210 | Trimmed |
| 20 | SAGESPRING WEALTH PARTNERS, LLC | $6.1M | 148,915 | Trimmed |
| 21 | CABOT WEALTH MANAGEMENT INC | $5.8M | 142,558 | Added |
| 22 | Citizens National Bank Trust Department | $5.6M | 137,225 | Added |
| 23 | Kestra Advisory Services, LLC | $5.5M | 133,292 | Added |
| 24 | YHB Investment Advisors, Inc. | $5.3M | 129,073 | Added |
| 25 | SigFig Wealth Management, LLC | $4.7M | 115,189 | Trimmed |