| 1 | IMPACTfolio, LLC | $27.7M | 638,127 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $22.8M | 525,409 | Added |
| 3 | Bond & Devick Financial Network, Inc. | $6.6M | 152,643 | Added |
| 4 | Decker Retirement Planning Inc. | $4.5M | 103,122 | Added |
| 5 | Envestnet Portfolio Solutions, Inc. | $4.2M | 96,390 | Added |
| 6 | Stewardship Advisors, LLC | $3.8M | 87,081 | Added |
| 7 | Xena Financial Planning, LLC | $3.3M | 76,669 | Added |
| 8 | Archer Investment Management, LLC | $3.3M | 76,663 | Added |
| 9 | Accredited Investors Inc. | $2.2M | 51,114 | Added |
| 10 | Baker Avenue Asset Management, LP | $2.2M | 50,814 | Added |
| 11 | Tarbox Family Office, Inc. | $1.8M | 42,320 | Added |
| 12 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $1.8M | 40,628 | Added |
| 13 | Leonard Rickey Investment Advisors P.L.L.C. | $1.7M | 38,808 | Trimmed |
| 14 | Cambridge Investment Research Advisors, Inc. | $1.6M | 37,686 | Added |
| 15 | Johnson Bixby & Associates, LLC | $1.4M | 31,489 | Added |
| 16 | BFSG, LLC | $1.4M | 31,335 | Added |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 31,054 | Added |
| 18 | GeoWealth Management, LLC | $1.3M | 29,562 | Trimmed |
| 19 | Central Pacific Bank - Trust Division | $1.0M | 23,547 | Added |
| 20 | Brookstone Capital Management | $953,074 | 21,935 | Added |
| 21 | Horst & Graben Wealth Management LLC | $923,112 | 21,324 | Added |
| 22 | PARK AVENUE SECURITIES LLC | $910,000 | 20,941 | New |
| 23 | Sharkey, Howes & Javer | $896,828 | 20,640 | Added |
| 24 | Private Advisor Group, LLC | $874,039 | 20,116 | New |
| 25 | Apollon Wealth Management, LLC | $845,681 | 19,463 | Added |