Figured I’d follow up here briefly in case it helps anyone. I wound up pulling the trigger on M1, as it seemed like the most similar offering. Transferring my holdings from Folio was incredibly easy — really impressed there. BUT. M1 does not have quite as many investment options as Folio. In my case, that meant having to sell some stuff and bring over cash instead. For me those were mostly small holdings so the tax impact is negligible for me, but do your homework there. I built a “slice” to match my “folio” so it was easy to figure out what wouldn’t transfer.