| 1 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $273.9M | 3.6M | Trimmed |
| 2 | SigFig Wealth Management, LLC | $220.0M | 2.9M | Added |
| 3 | Annex Advisory Services, LLC | $214.8M | 2.8M | Added |
| 4 | Plancorp, LLC | $158.7M | 2.1M | Added |
| 5 | Compound Planning, Inc. | $59.1M | 781,052 | Added |
| 6 | Cardinal Point Capital Management ULC | $55.7M | 736,666 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $52.9M | 698,956 | Added |
| 8 | Conrad Siegel Investment Advisors, Inc. | $39.4M | 520,948 | Trimmed |
| 9 | CORA CAPITAL ADVISORS LLC | $36.6M | 483,912 | Added |
| 10 | Pettinga Financial Advisors LLC | $30.4M | 402,597 | Trimmed |
| 11 | Acropolis Investment Management, LLC | $27.1M | 358,709 | Added |
| 12 | LifeGoal Investments, LLC | $22.4M | 295,859 | Added |
| 13 | Beirne Wealth Consulting Services, LLC | $20.2M | 267,564 | Added |
| 14 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $16.7M | 220,162 | Trimmed |
| 15 | Stonebridge Financial Group, LLC | $16.3M | 214,927 | Added |
| 16 | EXCHANGE TRADED CONCEPTS, LLC | $15.2M | 201,449 | Added |
| 17 | DDFG, Inc | $12.8M | 169,454 | Trimmed |
| 18 | HB Wealth Management, LLC | $10.3M | 135,999 | Trimmed |
| 19 | Cambridge Investment Research Advisors, Inc. | $9.9M | 130,950 | Added |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $9.1M | 120,079 | Trimmed |
| 21 | CITIGROUP INC | $8.8M | 115,916 | Added |
| 22 | Nova R Wealth, Inc. | $7.7M | 102,452 | Added |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.7M | 101,026 | Trimmed |
| 24 | Sterneck Capital Management, LLC | $7.0M | 92,491 | Trimmed |
| 25 | EWA, LLC | $6.9M | 91,240 | Added |