| Abacus Wealth Partners, LLC | 1,131,867 | $39,411,616 | 12.20% |
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| IMPACTfolio, LLC | 338,996 | $11,803,841 | 8.51% |
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| Colorado Capital Management, Inc. | 142,800 | $4,972 | 3.77% |
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| First Pacific Financial | 154,089 | $5,365,377 | 2.39% |
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| Stonehearth Capital Management, LLC | 74,180 | $2,582,944 | 1.41% |
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| Vahanian & Associates Financial Planning Inc. | 11,693 | $407,150 | 1.31% |
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| Financial Connections Group, Inc. | 28,951 | $1,008 | 1.24% |
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| CGC Financial Services, LLC | 48,402 | $1,685,358 | 1.18% |
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| Corundum Group, Inc. | 58,585 | $2,039,930 | 1.16% |
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| MISSION WEALTH MANAGEMENT, LP | 818,485 | $28,499,658 | 1.06% |
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| Laurel Wealth Planning LLC | 33,690 | $1,173 | 0.91% |
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| BSW Wealth Partners | 117,107 | $4,077,657 | 0.91% |
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| DeDora Capital, Inc. | 61,940 | $2,156,751 | 0.85% |
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| Palisades Hudson Asset Management, L.P. | 35,216 | $1,226 | 0.67% |
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| Ameritas Advisory Services, LLC | 375,831 | $13,086,437 | 0.65% |
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| Arlington Financial Advisors, LLC | 44,907 | $1,563,662 | 0.55% |
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| Pioneer Wealth Management Group | 16,794 | $584,766 | 0.44% |
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| Sandbox Financial Partners, LLC | 22,619 | $787,610 | 0.42% |
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| Cable Hill Partners, LLC | 83,553 | $2,909,320 | 0.39% |
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| Addison Advisors LLC | 23,820 | $829,413 | 0.39% |
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