| Milestone Advisory Partners | 2 | $937.4K | 0.70% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 2 | $937.4K | 0.32% | 00.0% | Unchanged |
| Newman & Schimel, LLC | 2 | $937.4K | 0.42% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 2 | $937.4K | 0.72% | 00.0% | Unchanged |
| Scott Capital Advisors, LLC | 2 | $937.4K | 0.53% | 00.0% | Unchanged |
| New Perspectives, Inc | 2 | $937.4K | 0.72% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 2 | $937.4K | 1.10% | 00.0% | Unchanged |
| Bryant Woods Investment Advisors, LLC | 2 | $937.4K | 0.80% | 00.0% | Unchanged |
| Quent Capital, LLC | 2 | $937.4K | 0.17% | 00.0% | Unchanged |
| Citizens Business Bank | 2 | $937.4K | 0.21% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 2 | $937.4K | 0.01% | 00.0% | Unchanged |
| Schoolcraft Capital LLC | 2 | $937.4K | 0.29% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 2 | $937.4K | 0.08% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $937.4K | 0.69% | 00.0% | Unchanged |
| Harvey Capital Management Inc | 2 | $937.4K | 0.39% | 00.0% | Unchanged |
| First Western Trust Bank | 2 | $937.4K | 0.05% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 2 | $937.4K | 0.12% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 2 | $937.4K | 0.31% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2 | $937.4K | 0.04% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 2 | $937.4K | 0.55% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2 | $937.4K | 0.12% | +1+100.0% | Added |
| Hirtle Callaghan & Co LLC | 2 | $937.4K | 0.06% | +2 | New |
| Aldebaran Capital, LLC | 2 | $937.4K | 0.97% | +2 | New |
| EP Wealth Advisors, LLC | 2 | $937.4K | 0.02% | +2 | New |
| True North Advisors, LLC | 2 | $937.4K | 0.32% | +2 | New |
| Flagship Harbor Advisors, LLC | 2 | $937.4K | 0.10% | +2 | New |
| WSFS Capital Management, LLC | 2 | $937.4K | 0.10% | +2 | New |
| Lehman & Derafelo Financial Resources LLC | 2 | $937.4K | 0.28% | +2 | New |
| Y-Intercept (Hong Kong) Ltd | 2 | $937.4K | 0.14% | +2 | New |
| F/M Investments LLC | 2 | $937.4K | 1.13% | +2 | New |
| Sterling Group Wealth Management, LLC | 2 | $937.4K | 0.92% | +2 | New |
| Carr Financial Group Corp | 2 | $937.4K | 0.49% | +2 | New |
| Bleakley Financial Group, LLC | 2 | $937.4K | 0.03% | +2 | New |
| Cardinal Point Capital Management, ULC | 2 | $937.4K | 0.32% | +2 | New |
| Centurion Wealth Management LLC | 2 | $937.4K | 0.53% | +2 | New |
| Daymark Wealth Partners, LLC | 2 | $937.4K | 0.17% | +2 | New |
| Sharper & Granite LLC | 2 | $937.4K | 0.62% | +2 | New |
| Beverly Hills Private Wealth, LLC | 2 | $937.4K | 0.41% | +2 | New |
| Financial Alternatives, Inc | 2 | $937.4K | 0.93% | +2 | New |
| Flagstone Financial Management | 2 | $937.4K | 0.57% | +2 | New |
| Bank of Nova Scotia | 2 | $937.7K | 0.00% | +1+100.0% | Added |
| Harbour Capital Advisors, LLC | 2 | $939.0K | 0.32% | 00.0% | Unchanged |
| Family Legacy, Inc. | 2 | $943.3K | 0.41% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 2 | $963.9K | 0.50% | 00.0% | Unchanged |
| Brookstone Capital Management | 2 | $963.9K | 0.02% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 2 | $984.3K | 0.33% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 2 | $1.09M | 0.12% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 4,204 | $1.30M | 0.20% | +126+3.1% | Added |
| Union Investments & Development Ltd. | 4,400 | $1.37M | 0.81% | 00.0% | Unchanged |
| Boston Family Office LLC | 3 | $1.41M | 0.12% | 00.0% | Unchanged |
| Canandaigua National Corp | 3 | $1.41M | 0.24% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 3 | $1.41M | 0.00% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 3 | $1.41M | 0.18% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 3 | $1.41M | 0.02% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 3 | $1.41M | 0.07% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 3 | $1.41M | 0.54% | 00.0% | Unchanged |
| First PREMIER Bank | 3 | $1.41M | 0.43% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 3 | $1.41M | 0.04% | 00.0% | Unchanged |
| Bank of New Hampshire | 3 | $1.41M | 0.42% | 00.0% | Unchanged |
| HFR Wealth Management, LLC | 300 | $1.41M | 0.41% | 00.0% | Unchanged |
| Bokf, NA | 3 | $1.41M | 0.03% | −3−50.0% | Reduced |
| Country Club Bank | 3 | $1.41M | 0.12% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $1.41M | 0.11% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3 | $1.41M | 0.24% | +3 | New |
| Wealth Enhancement & Preservation of GA, LLC | 3 | $1.41M | 2.29% | −2−40.0% | Reduced |
| Chemistry Wealth Management LLC | 3 | $1.41M | 0.55% | −1−25.0% | Reduced |
| Melone Private Wealth, LLC | 3 | $1.41M | 1.19% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 3 | $1.41M | 0.76% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 3 | $1.41M | 0.03% | 00.0% | Unchanged |
| South State Corp. | 3 | $1.41M | 0.13% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 3 | $1.41M | 0.02% | 00.0% | Unchanged |
| Edgewood Management LLC | 3 | $1.41M | 0.00% | 00.0% | Unchanged |
| Middleton & Co Inc | 3 | $1.41M | 0.21% | 00.0% | Unchanged |
| Courier Capital LLC | 3 | $1.41M | 0.16% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $1.41M | 0.00% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 3 | $1.41M | 0.06% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 3 | $1.41M | 0.50% | 00.0% | Unchanged |
| Chelsea Counsel Co | 3 | $1.41M | 0.70% | 00.0% | Unchanged |
| Cypress Capital Group | 3 | $1.41M | 0.21% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 3 | $1.41M | 0.11% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3 | $1.41M | 0.20% | 00.0% | Unchanged |
| Scharf Investments, LLC | 3 | $1.41M | 0.05% | 00.0% | Unchanged |
| Gradient Investments LLC | 3 | $1.41M | 0.04% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 3 | $1.41M | 0.58% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 3 | $1.41M | 0.16% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 3 | $1.41M | 0.46% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 3 | $1.41M | 0.17% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $1.41M | 0.22% | 00.0% | Unchanged |
| Colony Family Offices, LLC | 3 | $1.41M | 0.59% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 3 | $1.41M | 0.32% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 3 | $1.41M | 0.40% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 3 | $1.41M | 1.68% | 00.0% | Unchanged |
| Bridgeworth, LLC | 3 | $1.41M | 0.22% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 3 | $1.41M | 0.67% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 3 | $1.41M | 0.34% | 00.0% | Unchanged |
| CX Institutional | 3 | $1.41M | 0.09% | 00.0% | Unchanged |
| Chicago Capital, LLC | 3 | $1.41M | 0.08% | 00.0% | Unchanged |
| Independent Family Office, LLC | 3 | $1.41M | 0.84% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 3 | $1.41M | 1.02% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 3 | $1.41M | 0.14% | 00.0% | Unchanged |