| 1 | Abacus Wealth Partners, LLC | $26.5M | 624,064 | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $15.6M | 367,528 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $15.5M | 364,940 | Added |
| 4 | TFC Financial Management, Inc. | $12.4M | 292,478 | Trimmed |
| 5 | Colorado Capital Management, Inc. | $10.4M | 244,578 | Added |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.9M | 165,212 | Added |
| 7 | MISSION WEALTH MANAGEMENT, LP | $3.9M | 91,564 | Trimmed |
| 8 | Allodium Investment Consultants, LLC | $3.4M | 80,896 | Added |
| 9 | Evolution Advisers, Inc. | $3.0M | 71,718 | Added |
| 10 | ASSETMARK, INC | $2.3M | 55,059 | Added |
| 11 | Pioneer Wealth Management Group | $2.3M | 53,861 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 51,184 | Added |
| 13 | CGC Financial Services, LLC | $2.0M | 46,712 | Trimmed |
| 14 | Clarity Wealth Development LLC | $1.6M | 36,973 | Trimmed |
| 15 | Westfuller Advisors, LLC | $1.3M | 31,661 | Trimmed |
| 16 | CHOREO, LLC | $1.2M | 27,940 | Hold |
| 17 | Cascade Financial Partners, LLC | $1.1M | 25,000 | Hold |
| 18 | HM PAYSON & CO | $950,867 | 22,407 | Added |
| 19 | WHITTIER TRUST CO | $929,577 | 22,244 | Hold |
| 20 | Concurrent Investment Advisors, LLC | $860,592 | 20,280 | Trimmed |
| 21 | GREENUP STREET WEALTH MANAGEMENT LLC | $846,639 | 19,951 | Added |
| 22 | McNamara Financial Services, Inc. | $844,903 | 19,910 | Trimmed |
| 23 | Vontobel Holding Ltd. | $729,180 | 17,183 | Trimmed |
| 24 | NATURAL INVESTMENTS, LLC | $707,000 | 16,662 | Added |
| 25 | First Pacific Financial | $478,905 | 11,285 | Trimmed |