| Apella Capital, LLC | 1 | $529.0K | 0.07% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 1 | $529.0K | 0.47% | 00.0% | Unchanged |
| Trust Co of Kansas | 1 | $529.0K | 0.28% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 1 | $529.0K | 0.38% | 00.0% | Unchanged |
| HYA Advisors, Inc | 1 | $529.0K | 0.18% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 1 | $529.0K | 0.30% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 1 | $529.0K | 0.34% | 00.0% | Unchanged |
| ONE Advisory Partners, LLC | 1 | $529.0K | 0.31% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $529.0K | 0.15% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 1 | $529.0K | 0.16% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 1 | $529.0K | 0.05% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 1 | $529.0K | 0.11% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 1 | $529.0K | 0.40% | 00.0% | Unchanged |
| Heron Bay Capital Management | 1 | $529.0K | 0.26% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 1 | $529.0K | 0.14% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 1 | $529.0K | 0.27% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 1 | $529.0K | 0.33% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1 | $529.0K | 0.36% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 1 | $529.0K | 0.40% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 1 | $529.0K | 0.27% | 00.0% | Unchanged |
| 3D/L Capital Management, LLC | 1 | $529.0K | 0.13% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 1 | $529.0K | 0.38% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 1 | $529.0K | 0.13% | 00.0% | Unchanged |
| Lorne Steinberg Wealth Management Inc. | 1 | $529.0K | 0.24% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1 | $529.0K | 0.07% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 1 | $529.0K | 0.38% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 1 | $529.0K | 0.40% | 00.0% | Unchanged |
| Newport Capital Group, LLC | 1 | $529.0K | 0.40% | 00.0% | Unchanged |
| Corsicana & Co. | 1 | $529.0K | 0.34% | 00.0% | Unchanged |
| Treynor Bancshares, Inc. | 1 | $529.0K | 0.36% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 1 | $529.0K | 0.25% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 1 | $529.0K | 0.15% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 1 | $529.0K | 0.33% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 1 | $529.0K | 0.56% | 00.0% | Unchanged |
| Midwest Heritage Bank, FSB | 1 | $529.0K | 0.41% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 1 | $529.0K | 0.26% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 1 | $529.0K | 0.25% | 00.0% | Unchanged |
| Kearns & Associates LLC | 100 | $529.0K | 0.55% | 00.0% | Unchanged |
| 5th Street Advisors, LLC | 1 | $529.0K | 0.56% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1 | $529.0K | 0.04% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 1 | $529.0K | 0.31% | 00.0% | Unchanged |
| Family CFO Inc | 1 | $529.0K | 0.54% | 00.0% | Unchanged |
| jvl associates llc | 1 | $529.0K | 0.33% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 1 | $529.0K | 0.41% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 1 | $529.0K | 0.50% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 1 | $529.0K | 0.05% | 00.0% | Unchanged |
| Quaker Capital Investments, LLC | 100 | $529.0K | 0.20% | 00.0% | Unchanged |
| Bank of Nova Scotia | 1 | $529.0K | 0.00% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 1 | $529.0K | 0.06% | 00.0% | Unchanged |
| Bank of the West | 1 | $529.0K | 0.05% | +1 | New |
| Welch & Forbes LLC | 1 | $529.0K | 0.01% | +1 | New |
| Meeder Asset Management Inc | 1 | $529.0K | 0.03% | +1 | New |
| Massmutual Trust Co FSB | 1 | $529.0K | 0.02% | +1 | New |
| Motco | 1 | $529.0K | 0.03% | +1 | New |
| Clark Capital Management Group, Inc. | 1 | $529.0K | 0.01% | +1 | New |
| Cohen Capital Management, Inc. | 1 | $529.0K | 0.09% | +1 | New |
| Clarkston Capital Partners, LLC | 1 | $529.0K | 0.01% | +1 | New |
| BlueCrest Capital Management Ltd | 1 | $529.0K | 0.04% | +1 | New |
| Compass Ion Advisors, LLC | 1 | $529.0K | 0.16% | +1 | New |
| Klingman & Associates, LLC | 1 | $529.0K | 0.04% | +1 | New |
| First Bank & Trust | 1 | $529.0K | 0.16% | +1 | New |
| GenTrust, LLC | 1 | $529.0K | 0.04% | +1 | New |
| RMR Wealth Builders | 1 | $529.0K | 0.11% | +1 | New |
| Eudaimonia Partners, LLC | 1 | $529.0K | 0.09% | +1 | New |
| Wealth Advisory Solutions, LLC | 1 | $529.0K | 0.11% | +1 | New |
| Newbridge Financial Services Group, Inc. | 1 | $529.0K | 0.26% | +1 | New |
| Ervin Investment Management, LLC | 1 | $536.0K | 0.41% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1 | $757.0K | 0.73% | −1−50.0% | Reduced |
| Connectus Wealth, LLC | 2 | $901.0K | 0.03% | 00.0% | Unchanged |
| 360 Financial, Inc. | 2 | $1.04M | 0.50% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 2 | $1.05M | 0.52% | +2 | New |
| Brookstone Capital Management | 2 | $1.05M | 0.02% | 00.0% | Unchanged |
| Boothe Investment Group, Inc. | 2 | $1.06M | 0.73% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 2 | $1.06M | 0.10% | 00.0% | Unchanged |
| Girard Partners Ltd. | 2 | $1.06M | 0.12% | 00.0% | Unchanged |
| Harvey Capital Management Inc | 2 | $1.06M | 0.33% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 2 | $1.06M | 0.01% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 2 | $1.06M | 0.26% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2 | $1.06M | 0.05% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 2 | $1.06M | 0.25% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 2 | $1.06M | 0.37% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 2 | $1.06M | 0.12% | 00.0% | Unchanged |
| Americana Partners, LLC | 2 | $1.06M | 0.32% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2 | $1.06M | 0.04% | +2 | New |
| Nomura Asset Management Co Ltd | 2 | $1.06M | 0.01% | 00.0% | Unchanged |
| Schoolcraft Capital LLC | 2 | $1.06M | 0.33% | 00.0% | Unchanged |
| PFS Partners, LLC | 2 | $1.06M | 0.91% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 2 | $1.06M | 0.03% | −2−50.0% | Reduced |
| Trust Co of Virginia | 2 | $1.06M | 0.11% | −2−50.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2 | $1.06M | 0.01% | −2−50.0% | Reduced |
| Dimensional Fund Advisors LP | 2 | $1.06M | 0.00% | −1−33.3% | Reduced |
| Canandaigua National Corp | 2 | $1.06M | 0.16% | −1−33.3% | Reduced |
| Palladium Partners LLC | 2 | $1.06M | 0.05% | −1−33.3% | Reduced |
| Trilogy Capital Inc. | 2 | $1.06M | 0.08% | −1−33.3% | Reduced |
| AlphaStar Capital Management, LLC | 2 | $1.06M | 0.09% | 00.0% | Unchanged |
| Financial Planners of Cleveland, Inc. | 2 | $1.06M | 0.44% | 00.0% | Unchanged |
| Family Legacy, Inc. | 2 | $1.06M | 0.44% | 00.0% | Unchanged |
| Snider Financial Group | 2 | $1.06M | 0.48% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 2 | $1.06M | 0.07% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 2 | $1.06M | 0.10% | 00.0% | Unchanged |