| 1 | Colorado Capital Management, Inc. | $4.7M | 100,698 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $3.6M | 77,604 | Trimmed |
| 3 | ASSETMARK, INC | $2.9M | 61,880 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $2.5M | 54,042 | Added |
| 5 | Apella Capital, LLC | $1.5M | 31,506 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 22,672 | Added |
| 7 | Aurora Private Wealth, Inc. | $873,000 | 18,693 | Trimmed |
| 8 | Impact Investors, Inc | $800,005 | 17,125 | Trimmed |
| 9 | Summit Wealth Group, LLC | $799,070 | 17,105 | Added |
| 10 | Mason & Associates Inc | $762,632 | 16,325 | Trimmed |
| 11 | iA Global Asset Management Inc. | $637,000 | 13,625 | Added |
| 12 | ZENITH SOLUTIONS, INC. | $631,022 | 13,508 | New |
| 13 | NATURAL INVESTMENTS, LLC | $585,000 | 12,539 | Trimmed |
| 14 | Diversified Enterprises, LLC | $430,198 | 9,209 | Trimmed |
| 15 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $346,290 | 7,413 | Added |
| 16 | Walkner Condon Financial Advisors LLC | $343,640 | 7,356 | Trimmed |
| 17 | SCHMIDT P J INVESTMENT MANAGEMENT INC | $287,107 | 6,146 | Added |
| 18 | Fifth Third Securities, Inc. | $280,827 | 6,011 | Added |
| 19 | Baker Avenue Asset Management, LP | $272,837 | 5,840 | Added |
| 20 | Kestra Advisory Services, LLC | $222,420 | 4,761 | Added |
| 21 | Curtis Advisory Group, LLC | $219,330 | 4,695 | New |
| 22 | Gladstone Institutional Advisory LLC | $217,134 | 4,648 | Hold |
| 23 | Key Financial Inc | $86,938 | 1,861 | Added |
| 24 | Rossby Financial, LCC | $76,567 | 1,639 | Added |
| 25 | Farther Finance Advisors, LLC | $50,227 | 1,075 | Trimmed |