| Galvin, Gaustad & Stein, LLC | 1 | $406.0K | 0.04% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 1 | $406.0K | 0.10% | 00.0% | Unchanged |
| Coulter & Justus Financial Services, LLC | 1 | $406.0K | 0.32% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 1 | $406.0K | 0.38% | 00.0% | Unchanged |
| Heron Bay Capital Management | 1 | $406.0K | 0.28% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 1 | $406.0K | 0.22% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1 | $406.0K | 0.35% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 1 | $406.0K | 0.26% | 00.0% | Unchanged |
| 3D/L Capital Management, LLC | 1 | $406.0K | 0.12% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 1 | $406.0K | 0.32% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 1 | $406.0K | 0.15% | 00.0% | Unchanged |
| Lorne Steinberg Wealth Management Inc. | 1 | $406.0K | 0.20% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1 | $406.0K | 0.07% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 1 | $406.0K | 0.50% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 1 | $406.0K | 0.36% | 00.0% | Unchanged |
| Corsicana & Co. | 1 | $406.0K | 0.34% | 00.0% | Unchanged |
| Treynor Bancshares, Inc. | 1 | $406.0K | 0.30% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1 | $406.0K | 0.24% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 1 | $406.0K | 0.14% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 1 | $406.0K | 0.33% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 1 | $406.0K | 0.49% | 00.0% | Unchanged |
| Midwest Heritage Bank, FSB | 1 | $406.0K | 0.42% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 1 | $406.0K | 0.27% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 1 | $406.0K | 0.20% | 00.0% | Unchanged |
| 5th Street Advisors, LLC | 1 | $406.0K | 0.43% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1 | $406.0K | 0.04% | 00.0% | Unchanged |
| LGT Group Foundation | 1 | $406.0K | 0.02% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 1 | $406.0K | 0.27% | 00.0% | Unchanged |
| jvl associates llc | 1 | $406.0K | 0.25% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 1 | $406.0K | 0.43% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 1 | $406.0K | 0.44% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 1 | $406.0K | 0.04% | 00.0% | Unchanged |
| Alta Capital Management LLC | 1 | $406.0K | 0.03% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 1 | $406.0K | 0.00% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 1 | $406.0K | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 1 | $406.0K | 0.16% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 1 | $406.0K | 0.19% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 1 | $406.0K | 0.06% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 1 | $406.0K | 0.18% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 1 | $406.0K | 0.34% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 1 | $406.0K | 0.20% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1 | $406.0K | 0.00% | +1 | New |
| Advisory Services Network, LLC | 1 | $406.0K | 0.01% | +1 | New |
| Schonfeld Strategic Advisors LLC | 1 | $406.0K | 0.00% | +1 | New |
| Wealthcare Advisory Partners LLC | 1 | $406.0K | 0.02% | +1 | New |
| AlphaCore Capital LLC | 1 | $406.0K | 0.18% | +1 | New |
| Salomon & Ludwin, LLC | 1 | $406.0K | 0.06% | +1 | New |
| Lindbrook Capital, LLC | 1 | $406.0K | 0.07% | +1 | New |
| Colton Groome Financial Advisors, LLC | 1 | $406.0K | 0.21% | +1 | New |
| Sierra Capital LLC | 1 | $406.0K | 0.08% | +1 | New |
| Buckingham Strategic Partners | 1 | $406.0K | 0.02% | +1 | New |
| Riverwater Partners LLC | 1 | $406.0K | 0.41% | +1 | New |
| Icon Wealth Advisors, LLC | 1 | $406.0K | 0.05% | +1 | New |
| Tower Bridge Advisors | 1 | $406.5K | 0.04% | 00.0% | Unchanged |
| AAFCPAs Wealth Management, LLC | 1 | $406.5K | 0.33% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 1 | $406.5K | 0.23% | 00.0% | Unchanged |
| Archer Investment Corp | 1 | $406.5K | 0.17% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 1 | $406.5K | 0.21% | 00.0% | Unchanged |
| Triune Financial Partners, LLC | 1 | $406.5K | 0.23% | 00.0% | Unchanged |
| Clare Market Investments LLC | 1 | $406.5K | 0.18% | 00.0% | Unchanged |
| HughesLittle Investment Management Ltd. | 1 | $406.5K | 0.13% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 1 | $406.5K | 0.22% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1 | $407.0K | 0.06% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 1 | $407.0K | 0.04% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 1 | $409.0K | 0.42% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1 | $409.0K | 0.03% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1 | $409.0K | 0.03% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 1 | $427.0K | 0.36% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 1 | $429.0K | 0.05% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 1 | $439.0K | 0.03% | 00.0% | Unchanged |
| Brookstone Capital Management | 2 | $799.0K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 2 | $800.0K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 2 | $805.0K | 0.00% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 2 | $806.0K | 0.28% | 00.0% | Unchanged |
| BancorpSouth Bank | 2 | $812.0K | 0.08% | −1−33.3% | Reduced |
| First Western Trust Bank | 2 | $812.0K | 0.05% | 00.0% | Unchanged |
| Bank of Nova Scotia | 1 | $812.0K | 0.00% | −1−50.0% | Reduced |
| Trust Co of Virginia | 2 | $812.0K | 0.10% | 00.0% | Unchanged |
| Cardinal Point Wealth Management Partners, LLC | 2 | $812.0K | 0.39% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 2 | $812.0K | 0.55% | 00.0% | Unchanged |
| Girard Partners Ltd. | 2 | $812.0K | 0.11% | 00.0% | Unchanged |
| Harvey Capital Management Inc | 2 | $812.0K | 0.35% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 2 | $812.0K | 0.23% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2 | $812.0K | 0.05% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 2 | $812.0K | 0.37% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 2 | $812.0K | 0.11% | 00.0% | Unchanged |
| Americana Partners, LLC | 2 | $812.0K | 0.15% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 2 | $812.0K | 0.29% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2 | $812.0K | 0.04% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 200 | $812.0K | 0.00% | +200 | New |
| Schoolcraft Capital LLC | 2 | $812.9K | 0.28% | 00.0% | Unchanged |
| PFS Partners, LLC | 2 | $812.9K | 0.88% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 2 | $812.9K | 0.43% | +1+100.0% | Added |
| Focus Financial Network, Inc. | 2 | $812.9K | 0.07% | +1+100.0% | Added |
| Nomura Asset Management Co Ltd | 2 | $812.9K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $812.9K | 0.66% | +2 | New |
| Horizon Kinetics Asset Management LLC | 2 | $813.0K | 0.02% | −9−81.8% | Reduced |
| Clearstead Advisors, LLC | 2 | $813.0K | 0.07% | −2−50.0% | Reduced |
| 360 Financial, Inc. | 2 | $813.0K | 0.53% | 00.0% | Unchanged |
| New Capital Management LP | 2 | $813.0K | 0.45% | 00.0% | Unchanged |