| New Perspectives, Inc | 2 | $813.0K | 0.70% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 2 | $813.0K | 0.24% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 2 | $813.0K | 0.13% | +2 | New |
| Credit Agricole S A | 2 | $813.0K | 0.03% | +2 | New |
| Daiwa Securities Group Inc. | 2 | $813.0K | 0.01% | +2 | New |
| Investment House LLC | 2 | $813.0K | 0.08% | +2 | New |
| Oarsman Capital, Inc. | 2 | $813.0K | 0.44% | +2 | New |
| Iron Financial, LLC | 2 | $813.0K | 0.45% | +2 | New |
| GM Advisory Group, Inc. | 2 | $813.0K | 0.10% | +2 | New |
| NorthLanding Financial Partners, LLC | 2 | $813.0K | 0.64% | +2 | New |
| Atlantic Trust, LLC | 2 | $813.0K | 0.28% | +2 | New |
| Twin Lakes Capital Management, LLC | 2 | $813.0K | 0.66% | +2 | New |
| Meitav Dash Investments Ltd | 2 | $815.0K | 0.01% | 00.0% | Unchanged |
| Newport Capital Group, LLC | 2 | $815.0K | 0.42% | +1+100.0% | Added |
| Ronald Blue Trust, Inc. | 2 | $818.0K | 0.01% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 2 | $818.0K | 0.33% | +1+100.0% | Added |
| Snider Financial Group | 2 | $848.0K | 0.46% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 2 | $851.0K | 0.08% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 2 | $854.0K | 0.31% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 2 | $872.0K | 0.47% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 2 | $890.0K | 0.59% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 4,078 | $1.09M | 0.19% | +340+9.1% | Added |
| Union Investments & Development Ltd. | 4,400 | $1.18M | 0.53% | 00.0% | Unchanged |
| Apeiron RIA LLC | 3 | $1.21M | 0.56% | +3 | New |
| Harvest Fund Management Co., Ltd | 3 | $1.22M | 0.35% | 00.0% | Unchanged |
| Jane Street Group, LLC | 3 | $1.22M | 0.00% | −15−83.3% | Reduced |
| Wealth Advisors of Iowa, LLC | 3 | $1.22M | 1.14% | −3,096−99.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 3 | $1.22M | 0.21% | −1−25.0% | Reduced |
| Independent Wealth Network Inc. | 3 | $1.22M | 0.95% | −1−25.0% | Reduced |
| Associated Banc-Corp | 3 | $1.22M | 0.06% | 00.0% | Unchanged |
| Canandaigua National Corp | 3 | $1.22M | 0.22% | 00.0% | Unchanged |
| South State Corp. | 3 | $1.22M | 0.12% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 3 | $1.22M | 0.02% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 3 | $1.22M | 0.00% | 00.0% | Unchanged |
| Edgewood Management LLC | 3 | $1.22M | 0.00% | 00.0% | Unchanged |
| Middleton & Co Inc | 3 | $1.22M | 0.19% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $1.22M | 0.00% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 3 | $1.22M | 0.05% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 3 | $1.22M | 0.17% | 00.0% | Unchanged |
| S. Muoio & Co. LLC | 3 | $1.22M | 1.61% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 3 | $1.22M | 0.09% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 3 | $1.22M | 0.50% | 00.0% | Unchanged |
| Chelsea Counsel Co | 3 | $1.22M | 0.75% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3 | $1.22M | 0.00% | 00.0% | Unchanged |
| Cypress Capital Group | 3 | $1.22M | 0.20% | 00.0% | Unchanged |
| BBR Partners, LLC | 3 | $1.22M | 0.16% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 3 | $1.22M | 0.10% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 3 | $1.22M | 0.06% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 3 | $1.22M | 0.53% | 00.0% | Unchanged |
| Gradient Investments LLC | 3 | $1.22M | 0.04% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 3 | $1.22M | 0.51% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 3 | $1.22M | 0.14% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 3 | $1.22M | 0.41% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 3 | $1.22M | 0.16% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $1.22M | 0.21% | 00.0% | Unchanged |
| Colony Family Offices, LLC | 3 | $1.22M | 0.53% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 3 | $1.22M | 0.33% | 00.0% | Unchanged |
| First PREMIER Bank | 3 | $1.22M | 0.40% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 3 | $1.22M | 0.41% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 3 | $1.22M | 1.20% | 00.0% | Unchanged |
| Bridgeworth, LLC | 3 | $1.22M | 0.28% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 3 | $1.22M | 0.63% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 3 | $1.22M | 0.31% | 00.0% | Unchanged |
| Atom Investors LP | 3 | $1.22M | 0.43% | 00.0% | Unchanged |
| Chicago Capital, LLC | 3 | $1.22M | 0.07% | 00.0% | Unchanged |
| Independent Family Office, LLC | 3 | $1.22M | 0.60% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 3 | $1.22M | 0.06% | 00.0% | Unchanged |
| Rothschild & Co Wealth Management UK Ltd | 3 | $1.22M | 0.03% | 00.0% | Unchanged |
| Graypoint LLC | 3 | $1.22M | 0.16% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 3 | $1.22M | 0.19% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 3 | $1.22M | 0.33% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 3 | $1.22M | 0.03% | 00.0% | Unchanged |
| Cornerstone Wealth Advisors, Inc. | 3 | $1.22M | 0.48% | 00.0% | Unchanged |
| Bank of New Hampshire | 3 | $1.22M | 0.38% | 00.0% | Unchanged |
| HFR Wealth Management, LLC | 300 | $1.22M | 0.40% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 3 | $1.22M | 0.83% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 3 | $1.22M | 0.19% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 3 | $1.22M | 1.28% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $1.22M | 0.10% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 3 | $1.22M | 0.14% | 00.0% | Unchanged |
| CX Institutional | 3 | $1.22M | 0.08% | +1+50.0% | Added |
| Maltin Wealth Management, Inc. | 3 | $1.22M | 0.96% | +1+50.0% | Added |
| Courier Capital LLC | 3 | $1.22M | 0.15% | +2+200.0% | Added |
| Venturi Wealth Management, LLC | 3 | $1.22M | 0.12% | +2+200.0% | Added |
| IHT Wealth Management, LLC | 3 | $1.22M | 0.09% | +2+200.0% | Added |
| StrongBox Wealth, LLC | 3 | $1.22M | 0.88% | +2+200.0% | Added |
| Employees Retirement System of Texas | 3 | $1.22M | 0.02% | +3 | New |
| Scharf Investments, LLC | 3 | $1.22M | 0.05% | +3 | New |
| Marietta Wealth Management, LLC | 3 | $1.22M | 0.30% | +3 | New |
| Cresta Advisors, Ltd. | 3 | $1.22M | 1.50% | +3 | New |
| Oxler Private Wealth LLC | 3 | $1.22M | 0.69% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 3 | $1.22M | 0.03% | 00.0% | Unchanged |
| Country Club Bank | 3 | $1.22M | 0.12% | 00.0% | Unchanged |
| Boston Family Office LLC | 3 | $1.22M | 0.11% | 00.0% | Unchanged |
| Melone Private Wealth, LLC | 3 | $1.25M | 1.09% | 00.0% | Unchanged |
| Financial Management Network Inc | 3 | $1.27M | 0.63% | 00.0% | Unchanged |
| Lavaca Capital LLC | 3 | $1.35M | 0.76% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 4 | $1.63M | 0.15% | −1−20.0% | Reduced |
| Banque Cantonale Vaudoise | 4 | $1.63M | 0.09% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 4 | $1.63M | 0.76% | 00.0% | Unchanged |