| 201 | LOYD FINANCIAL MANAGEMENT INC. | CENTENNIAL | 112236 | $133.5M | 2 | 2026-02-28 | → |
| 202 | NAVIGATION WEALTH MANAGEMENT, INC. | FORT COLLINS | 282640 | $103.2M | 8 | 2026-03-31 | → |
| 203 | CHERRY CREEK INVESTMENT ADVISORS INC | ENGLEWOOD | 107426 | $351.9M | 3 | 2026-05-31 | → |
| 204 | MOUNTAIN CAPITAL INVESTMENT ADVISORS INC | WESTMINSTER | 156660 | $929.1M | 17 | 2026-05-31 | → |
| 205 | PEAK FINANCIAL MANAGEMENT, INC. | BROOMFIELD | 281223 | $109.4M | 4 | 2026-02-28 | → |
| 206 | HINDS FINANCIAL GROUP INC | LAKEWOOD | 129971 | $536.9M | 10 | 2025-12-31 | → |
| 207 | JIM SAULNIER & ASSOCIATES, LLC | FORT COLLINS | 169889 | $286.4M | 7 | 2026-06-30 | → |
| 208 | FINANCIAL ACTION, INC. | MONUMENT | 140285 | $100.3M | 6 | 2026-06-30 | → |
| 209 | CEDARWOOD WEALTH LLC | HIGHLANDS RANCH | 334756 | $213.4M | 3 | 2026-06-30 | → |
| 210 | SUMMITPOINT CAPITAL MANAGEMENT | LITTLETON | 336856 | $132.5M | 3 | 2026-04-30 | → |
| 211 | DOWNING STREET WEALTH MANAGEMENT LLC | GREENWOOD VILLAGE | 152983 | $175.6M | 2 | 2026-03-31 | → |