| 1 | LPL Financial LLC | $6.5M | 139,974 | Added |
| 2 | Colorado Capital Management, Inc. | $4.7M | 100,698 | Added |
| 3 | BANK OF MONTREAL /CAN/ | $4.3M | 91,280 | Added |
| 4 | UBS Group AG | $3.9M | 82,741 | Added |
| 5 | Balanced Rock Investment Advisors LLC | $3.7M | 80,019 | Added |
| 6 | WELLS FARGO & COMPANY/MN | $3.6M | 77,944 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $3.6M | 77,604 | Trimmed |
| 8 | RAYMOND JAMES FINANCIAL INC | $3.4M | 72,596 | Trimmed |
| 9 | ASSETMARK, INC | $2.9M | 61,880 | Added |
| 10 | BANK OF AMERICA CORP /DE/ | $2.5M | 54,428 | Added |
| 11 | OSAIC HOLDINGS, INC. | $2.4M | 52,285 | Added |
| 12 | HighTower Advisors, LLC | $2.1M | 45,387 | Added |
| 13 | SEEDS INVESTOR LLC | $2.1M | 44,914 | Added |
| 14 | Apella Capital, LLC | $1.5M | 31,506 | Added |
| 15 | Cetera Investment Advisers | $1.4M | 30,756 | Added |
| 16 | Modern Wealth Management, LLC | $1.3M | 28,835 | Added |
| 17 | Cambridge Investment Research Advisors, Inc. | $1.3M | 27,021 | Added |
| 18 | Royal Bank of Canada | $1.2M | 26,249 | Added |
| 19 | HSBC HOLDINGS PLC | $1.1M | 24,000 | Hold |
| 20 | Olde Wealth Management, LLC | $1.1M | 24,011 | Added |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 22,672 | Added |
| 22 | One Capital Management, LLC | $975,928 | 21,073 | Hold |
| 23 | Topel & Distasi Wealth Management, LLC | $874,936 | 18,729 | Added |
| 24 | Aurora Private Wealth, Inc. | $873,000 | 18,693 | Trimmed |
| 25 | Impact Investors, Inc | $800,005 | 17,125 | Trimmed |