| 1 | BlackRock, Inc. | $252.2M | 5.8M | Added |
| 2 | IMPACTfolio, LLC | $27.7M | 638,127 | Added |
| 3 | LPL Financial LLC | $23.7M | 545,647 | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $22.8M | 525,409 | Added |
| 5 | JONES FINANCIAL COMPANIES LLLP | $18.0M | 412,309 | Added |
| 6 | Thrivent Financial for Lutherans | $16.4M | 376,418 | Trimmed |
| 7 | SEEDS INVESTOR LLC | $15.9M | 366,740 | Trimmed |
| 8 | JPMORGAN CHASE & CO | $13.7M | 314,386 | Added |
| 9 | Allworth Financial LP | $11.8M | 272,256 | Added |
| 10 | Advisory Services Network, LLC | $7.5M | 173,077 | Added |
| 11 | GOLDMAN SACHS GROUP INC | $7.0M | 161,071 | Trimmed |
| 12 | MORGAN STANLEY | $7.0M | 160,267 | Added |
| 13 | Bond & Devick Financial Network, Inc. | $6.6M | 152,643 | Added |
| 14 | Decker Retirement Planning Inc. | $4.5M | 103,122 | Added |
| 15 | Perigon Wealth Management, LLC | $4.3M | 99,965 | Added |
| 16 | Envestnet Portfolio Solutions, Inc. | $4.2M | 96,390 | Added |
| 17 | SOFI WEALTH, LLC | $4.1M | 93,698 | Added |
| 18 | One Wealth Advisors, LLC | $4.1M | 93,372 | Added |
| 19 | Stewardship Advisors, LLC | $3.8M | 87,081 | Added |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.4M | 78,761 | Added |
| 21 | Xena Financial Planning, LLC | $3.3M | 76,669 | Added |
| 22 | Archer Investment Management, LLC | $3.3M | 76,663 | Added |
| 23 | BANK OF AMERICA CORP /DE/ | $3.3M | 76,171 | Added |
| 24 | Jordan Park Group LLC | $3.2M | 74,646 | Hold |
| 25 | US BANCORP \DE\ | $3.2M | 73,634 | Added |