| 1 | Abacus Wealth Partners, LLC | $126.0M | 11.1M | Trimmed |
| 2 | First Pacific Financial | $17.3M | 1.5M | Added |
| 3 | Forum Financial Management, LP | $15.4M | 1.4M | Added |
| 4 | PFG Investments, LLC | $10.3M | 902,746 | Trimmed |
| 5 | NATURAL INVESTMENTS, LLC | $10.0M | 880,979 | Added |
| 6 | SOA Wealth Advisors, LLC. | $7.1M | 625,963 | Added |
| 7 | Colorado Capital Management, Inc. | $6.8M | 601,126 | Added |
| 8 | MISSION WEALTH MANAGEMENT, LP | $5.7M | 496,294 | Trimmed |
| 9 | North Berkeley Wealth Management, LLC | $5.2M | 456,331 | Trimmed |
| 10 | Envestnet Portfolio Solutions, Inc. | $3.8M | 333,764 | Added |
| 11 | Meritas Wealth Management, LLC | $3.0M | 260,974 | Added |
| 12 | Allodium Investment Consultants, LLC | $2.9M | 257,545 | Added |
| 13 | RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $2.6M | 231,474 | Added |
| 14 | Silver Oak Advisory Group, Inc. | $1.2M | 104,767 | Added |
| 15 | Level Financial Advisors | $1.2M | 102,899 | Trimmed |
| 16 | Dynamic Advisor Solutions LLC | $1.2M | 101,998 | Added |
| 17 | Mason & Associates Inc | $956,989 | 84,057 | Trimmed |
| 18 | Pine Haven Investment Counsel, Inc | $927,730 | 81,487 | Added |
| 19 | Modera Wealth Management, LLC | $722,937 | 63,499 | Trimmed |
| 20 | Miracle Mile Advisors, LLC | $647,890 | 56,907 | Added |
| 21 | Boston Common Asset Management, LLC | $535,038 | 46,995 | Hold |
| 22 | Private Wealth Management Group, LLC | $514,045 | 45,151 | Added |
| 23 | NWAM LLC | $472,523 | 41,504 | Added |
| 24 | D.A. DAVIDSON & CO. | $468,117 | 41,117 | Trimmed |
| 25 | Apella Capital, LLC | $406,921 | 35,446 | Hold |