| 1 | Wealthfront Advisers LLC | $415.6M | 17.4M | Trimmed |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $70.2M | 2.9M | Added |
| 3 | Gerber Kawasaki Wealth & Investment Management | $45.7M | 1.9M | Added |
| 4 | Miracle Mile Advisors, LLC | $29.6M | 1.2M | Added |
| 5 | SYON CAPITAL LLC | $28.8M | 1.2M | Trimmed |
| 6 | BANK OF AMERICA CORP /DE/ | $25.1M | 1.1M | Added |
| 7 | GUGGENHEIM CAPITAL LLC | $20.5M | 856,961 | Added |
| 8 | EP Wealth Advisors, LLC | $17.9M | 751,558 | Added |
| 9 | LPL Financial LLC | $15.1M | 633,869 | Added |
| 10 | MORGAN STANLEY | $14.0M | 588,281 | Added |
| 11 | FIRST FOUNDATION ADVISORS | $9.1M | 379,319 | Added |
| 12 | Pure Financial Advisors, LLC | $6.5M | 271,638 | Trimmed |
| 13 | WELLS FARGO & COMPANY/MN | $5.6M | 234,391 | Added |
| 14 | JPMORGAN CHASE & CO | $5.2M | 219,513 | Trimmed |
| 15 | Robertson Stephens Wealth Management, LLC | $4.7M | 198,865 | Added |
| 16 | FIRST AMERICAN TRUST, FSB | $4.2M | 177,081 | Trimmed |
| 17 | Beacon Pointe Advisors, LLC | $3.7M | 154,995 | New |
| 18 | Elmwood Wealth Management, Inc. | $3.4M | 141,912 | Added |
| 19 | Mariner, LLC | $3.4M | 140,618 | Trimmed |
| 20 | Chatterton & Associates Inc. | $3.2M | 132,412 | Added |
| 21 | HighTower Advisors, LLC | $3.0M | 123,870 | Added |
| 22 | KEYBANK NATIONAL ASSOCIATION/OH | $2.9M | 122,985 | Added |
| 23 | JONES FINANCIAL COMPANIES LLLP | $2.9M | 120,130 | Added |
| 24 | Integrated Wealth Concepts LLC | $2.4M | 99,781 | Added |
| 25 | FMR LLC | $2.2M | 92,762 | Trimmed |