| Hurlow Wealth Management Group, Inc. | 2 | $813.0K | 0.47% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 2 | $813.0K | 0.22% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 2 | $813.0K | 0.29% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2 | $813.0K | 0.07% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 2 | $813.0K | 0.66% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 2 | $813.0K | 0.42% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 2 | $813.0K | 0.33% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 2 | $813.0K | 0.16% | 00.0% | Unchanged |
| Zhang Financial LLC | 2 | $813.0K | 0.12% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 2 | $813.0K | 0.47% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 2 | $813.0K | 0.18% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 2 | $813.0K | 0.58% | 00.0% | Unchanged |
| Silicon Hills Wealth Management, LLC | 2 | $813.0K | 0.65% | 00.0% | Unchanged |
| XML Financial, LLC | 2 | $813.0K | 0.11% | 00.0% | Unchanged |
| Seven Springs Wealth Group, LLC | 2 | $813.0K | 0.44% | 00.0% | Unchanged |
| Concord Wealth Partners | 2 | $813.0K | 0.26% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 2 | $813.0K | 0.33% | 00.0% | Unchanged |
| Newman & Schimel, LLC | 2 | $813.0K | 0.40% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 2 | $813.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 2 | $813.0K | 0.05% | 00.0% | Unchanged |
| Scott Capital Advisors, LLC | 2 | $813.0K | 0.56% | 00.0% | Unchanged |
| First International Bank & Trust | 2 | $813.0K | 0.31% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 2 | $813.0K | 1.06% | 00.0% | Unchanged |
| Bryant Woods Investment Advisors, LLC | 2 | $813.0K | 0.77% | 00.0% | Unchanged |
| Quent Capital, LLC | 2 | $813.0K | 0.17% | 00.0% | Unchanged |
| Citizens Business Bank | 2 | $813.0K | 0.20% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2 | $813.0K | 0.51% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Harbour Capital Advisors, LLC | 2 | $806.0K | 0.28% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 2 | $805.0K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 2 | $800.0K | 0.01% | 00.0% | Unchanged |
| Brookstone Capital Management | 2 | $799.0K | 0.02% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 1 | $439.0K | 0.03% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 1 | $429.0K | 0.05% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 1 | $427.0K | 0.36% | 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 |
| 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 |
| 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 | 0.29% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1 | $406.0K | 0.05% | −17−94.4% | Reduced |
| Eagle Ridge Investment Management | 1 | $406.0K | 0.05% | −3−75.0% | Reduced |
| Fiducient Advisors LLC | 1 | $406.0K | 0.19% | −2−66.7% | Reduced |
| Kingfisher Capital LLC | 1 | $406.0K | 0.11% | −1−50.0% | Reduced |
| Alpha Cubed Investments, LLC | 1 | $406.0K | 0.03% | −1−50.0% | Reduced |
| Somerset Trust Co | 1 | $406.0K | 0.19% | −1−50.0% | Reduced |
| AlphaStar Capital Management, LLC | 1 | $406.0K | 0.04% | −1−50.0% | Reduced |
| Simmons Bank | 1 | $406.0K | 0.04% | −1−50.0% | Reduced |
| Gitterman Wealth Management, LLC | 1 | $406.0K | 0.42% | −1−50.0% | Reduced |
| Clear Harbor Asset Management, LLC | 1 | $406.0K | 0.06% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 1 | $406.0K | 0.38% | 00.0% | Unchanged |
| Capstone Triton Financial Group, LLC | 1 | $406.0K | 0.35% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 1 | $406.0K | 0.35% | 00.0% | Unchanged |
| Bridge Advisory, LLC | 1 | $406.0K | 0.20% | 00.0% | Unchanged |
| Nwam LLC | 1 | $406.0K | 0.04% | 00.0% | Unchanged |
| Windsor Group LTD | 1 | $406.0K | 0.10% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 1 | $406.0K | 0.02% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 1 | $406.0K | 0.09% | 00.0% | Unchanged |