| 1 | Abacus Wealth Partners, LLC | $80.6M | 1.5M | Added |
| 2 | MISSION WEALTH MANAGEMENT, LP | $45.7M | 876,476 | Added |
| 3 | Boston Common Asset Management, LLC | $21.9M | 419,630 | Trimmed |
| 4 | North Berkeley Wealth Management, LLC | $15.3M | 294,384 | Added |
| 5 | First Pacific Financial | $13.6M | 260,637 | Trimmed |
| 6 | ASSETMARK, INC | $13.4M | 257,008 | Trimmed |
| 7 | Cambridge Investment Research Advisors, Inc. | $7.7M | 148,172 | Added |
| 8 | DeDora Capital, Inc. | $7.0M | 135,160 | Added |
| 9 | Colorado Capital Management, Inc. | $7.0M | 133,688 | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $7.0M | 133,454 | Added |
| 11 | Allodium Investment Consultants, LLC | $6.8M | 130,437 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $5.3M | 101,563 | Added |
| 13 | Rossby Financial, LCC | $4.0M | 77,279 | Added |
| 14 | BSW Wealth Partners | $3.6M | 68,509 | Trimmed |
| 15 | ST GERMAIN D J CO INC | $3.5M | 66,431 | Added |
| 16 | True Blue Financial, LLC | $3.3M | 62,651 | Trimmed |
| 17 | SilverOak Wealth Management LLC | $3.2M | 62,225 | Added |
| 18 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $3.1M | 59,252 | Added |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.9M | 57,514 | Added |
| 20 | Arlington Financial Advisors, LLC | $2.8M | 54,209 | Trimmed |
| 21 | Wescott Financial Advisory Group, LLC | $2.7M | 51,152 | Trimmed |
| 22 | Westfuller Advisors, LLC | $2.6M | 50,276 | Added |
| 23 | IMPACTfolio, LLC | $2.4M | 46,108 | Added |
| 24 | Xena Financial Planning, LLC | $2.3M | 43,965 | Added |
| 25 | WHITTIER TRUST CO | $2.2M | 42,812 | Hold |