| 1 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $282.5M | 5.4M | Trimmed |
| 2 | CWM, LLC | $73.6M | 1.4M | Added |
| 3 | RATIONAL ADVISORS, INC. | $69.3M | 1.3M | Added |
| 4 | Wealthcare Advisory Partners LLC | $51.5M | 988,091 | Added |
| 5 | OneDigital Investment Advisors LLC | $31.8M | 609,980 | Trimmed |
| 6 | Cetera Investment Advisers | $29.4M | 563,758 | Added |
| 7 | Professional Financial Advisors, LLC | $26.5M | 508,357 | Added |
| 8 | WJ Interests, LLC | $25.8M | 494,002 | Added |
| 9 | 46 Peaks LLC | $23.1M | 442,988 | Added |
| 10 | LPL Financial LLC | $18.3M | 350,975 | Added |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $17.0M | 323,446 | Trimmed |
| 12 | AQR CAPITAL MANAGEMENT LLC | $13.2M | 253,846 | Added |
| 13 | Perennial Investment Advisors, LLC | $8.4M | 160,605 | Trimmed |
| 14 | BNP PARIBAS FINANCIAL MARKETS | $8.3M | 159,259 | Trimmed |
| 15 | Kestra Advisory Services, LLC | $7.0M | 134,234 | Added |
| 16 | Fermata Advisors, LLC | $6.2M | 119,495 | Trimmed |
| 17 | Bravias Capital Group, LLC | $4.5M | 85,896 | Trimmed |
| 18 | Private Advisor Group, LLC | $4.4M | 84,855 | Added |
| 19 | OSAIC HOLDINGS, INC. | $4.0M | 75,758 | Added |
| 20 | Independent Advisor Alliance | $3.9M | 74,814 | New |
| 21 | MORGAN STANLEY | $3.6M | 69,745 | Trimmed |
| 22 | JPMORGAN CHASE & CO | $3.6M | 70,136 | Added |
| 23 | CIBC Bancorp USA Inc. | $2.9M | 55,755 | Trimmed |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $2.6M | 50,456 | Trimmed |
| 25 | RHS Financial, LLC | $2.6M | 50,349 | Trimmed |