| IMPACTfolio, LLC | 347,846 | $25,368,391 | 20.15% |
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| Forefront Analytics, LLC | 351,518 | $25,636,392 | 14.62% |
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| Dunhill Financial, LLC | 281,364 | $19,818,296 | 13.02% |
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| High Note Wealth, LLC | 236,163 | $17,223,388 | 7.02% |
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| Laurel Wealth Planning LLC | 121,170 | $8,837 | 6.31% |
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| SPINNAKER TRUST | 1,164,688 | $84,940,696 | 6.17% |
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| Financial Network Wealth Management LLC | 144,851 | $10,837 | 5.01% |
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| Virtus Investment Advisers, Inc. | 91,959 | $6,706,570 | 4.56% |
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| Bond & Devick Financial Network, Inc. | 100,268 | $7,312,554 | 4.54% |
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| Shira Ridge Wealth Management | 98,883 | $7,211,553 | 4.52% |
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| Ellevest, Inc. | 698,866 | $50,968,323 | 3.83% |
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| Windsor Capital Management, LLC | 152,296 | $11,106,976 | 3.68% |
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| Objective Capital Management, LLC | 49,006 | $3,573,976 | 3.12% |
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| DOHJ, LLC | 94,340 | $6,880,181 | 2.95% |
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| Roof Eidam Maycock Peralta, LLC | 109,198 | $7,963,810 | 2.67% |
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| HILL ISLAND FINANCIAL LLC | 94,634 | $6,901,663 | 2.62% |
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| FLPUTNAM INVESTMENT MANAGEMENT CO | 1,247,489 | $90,979,386 | 2.48% |
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| Private Ocean, LLC | 262,151 | $19,118,671 | 2.42% |
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| Ulrich Consultants & Investment Group, LLC | 12,155 | $886,464 | 2.14% |
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| Pine Haven Investment Counsel, Inc | 27,680 | $2,018,702 | 2.01% |
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