| Rothschild & Co Wealth Management UK Ltd | 3 | $1.41M | 0.03% | 00.0% | Unchanged |
| Graypoint LLC | 3 | $1.41M | 0.17% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 3 | $1.41M | 0.19% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 3 | $1.41M | 1.15% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 3 | $1.41M | 0.99% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 3 | $1.41M | 0.37% | 00.0% | Unchanged |
| Cornerstone Wealth Advisors, Inc. | 3 | $1.41M | 0.55% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 3 | $1.41M | 1.02% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 3 | $1.41M | 0.20% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 3 | $1.41M | 1.18% | 00.0% | Unchanged |
| Cresta Advisors, Ltd. | 3 | $1.41M | 1.23% | 00.0% | Unchanged |
| Apeiron RIA LLC | 3 | $1.41M | 0.54% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 3 | $1.41M | 0.73% | +1+50.0% | Added |
| Enterprise Bank & Trust Co | 3 | $1.41M | 0.67% | +1+50.0% | Added |
| Zhang Financial LLC | 3 | $1.41M | 0.18% | +1+50.0% | Added |
| Americana Partners, LLC | 3 | $1.41M | 0.24% | +1+50.0% | Added |
| LGT Group Foundation | 3 | $1.41M | 0.04% | +2+200.0% | Added |
| Cyndeo Wealth Partners, LLC | 3 | $1.41M | 0.17% | +3 | New |
| Knollwood Investment Advisory, LLC | 3 | $1.41M | 0.55% | +3 | New |
| SMART Wealth LLC | 3 | $1.41M | 1.06% | +3 | New |
| Connectus Wealth, LLC | 3 | $1.41M | 0.04% | 00.0% | Unchanged |
| Financial Management Network Inc | 3 | $1.43M | 0.64% | 00.0% | Unchanged |
| Intrua Financial, LLC | 4 | $1.85M | 0.43% | 00.0% | Unchanged |
| Heritage Trust Co | 6 | $1.87M | 0.31% | 00.0% | Unchanged |
| M&R Capital Management Inc | 4 | $1.87M | 0.52% | 00.0% | Unchanged |
| Associated Banc-Corp | 4 | $1.87M | 0.08% | +1+33.3% | Added |
| Wall Street Access Asset Management, LLC | 4 | $1.87M | 1.41% | −2−33.3% | Reduced |
| Yousif Capital Management, LLC | 4 | $1.87M | 0.02% | −1−20.0% | Reduced |
| Ameritas Advisory Services, LLC | 4 | $1.87M | 0.09% | −1−20.0% | Reduced |
| Dodge & Cox | 4 | $1.87M | 0.00% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 4 | $1.87M | 0.00% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 4 | $1.87M | 0.16% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 4 | $1.87M | 0.80% | 00.0% | Unchanged |
| Black Diamond Capital Management, L.L.C. | 4 | $1.87M | 1.15% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 4 | $1.87M | 0.23% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 4 | $1.87M | 0.08% | 00.0% | Unchanged |
| Coastline Trust Co | 4 | $1.87M | 0.28% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 4 | $1.87M | 0.12% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 4 | $1.87M | 0.40% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 4 | $1.87M | 0.02% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 4 | $1.87M | 0.32% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 4 | $1.87M | 0.68% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 4 | $1.87M | 0.95% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 4 | $1.87M | 0.92% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 4 | $1.87M | 0.05% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 4 | $1.87M | 0.89% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 4 | $1.87M | 0.45% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 4 | $1.87M | 1.02% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 4 | $1.87M | 0.33% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 4 | $1.87M | 0.39% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 4 | $1.87M | 0.45% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 4 | $1.87M | 0.13% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 4 | $1.87M | 0.51% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 4 | $1.87M | 0.07% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 4 | $1.87M | 0.34% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 4 | $1.87M | 0.08% | 00.0% | Unchanged |
| Fortress Wealth Management, Inc. | 4 | $1.87M | 1.56% | 00.0% | Unchanged |
| CORDA Investment Management, LLC. | 4 | $1.87M | 0.15% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 4 | $1.87M | 0.78% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4 | $1.87M | 0.17% | +1+33.3% | Added |
| Coldstream Capital Management Inc | 4 | $1.87M | 0.07% | +4 | New |
| Baader Bank INC | 4 | $1.87M | 0.17% | +4 | New |
| Gratus Capital LLC | 4 | $1.87M | 0.16% | +4 | New |
| Relyea Zuckerberg Hanson LLC | 4 | $1.87M | 0.54% | +4 | New |
| Kennon-Green & Company, LLC | 4 | $1.87M | 1.87% | +4 | New |
| Vawter Financial, Ltd. | 4 | $1.87M | 2.18% | +4 | New |
| First National Bank of Omaha | 4 | $1.88M | 0.12% | −5−55.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 4 | $1.88M | 0.00% | −2−33.3% | Reduced |
| Santa Monica Partners LP | 4 | $1.88M | 1.36% | 00.0% | Unchanged |
| Wade G W & Inc | 4 | $1.88M | 0.08% | 00.0% | Unchanged |
| Regis Management CO LLC | 4 | $1.88M | 0.43% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 4 | $1.88M | 0.06% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 4 | $1.88M | 0.88% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 4 | $1.88M | 1.16% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 400 | $1.88M | 0.59% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 4 | $1.88M | 2.24% | 00.0% | Unchanged |
| Biechele Royce Advisors | 4 | $1.88M | 0.76% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 4 | $1.88M | 0.10% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 4 | $1.88M | 0.29% | +2+100.0% | Added |
| RK Asset Management, LLC | 4 | $1.88M | 1.80% | +4 | New |
| Creative Capital Management Investments LLC | 4 | $1.88M | 1.64% | +4 | New |
| Savant Capital, LLC | 6 | $1.88M | 0.05% | +4+200.0% | Added |
| GWM Advisors LLC | 9 | $1.88M | 0.05% | 00.0% | Unchanged |
| Hoese & Co LLP | 4 | $1.92M | 2.02% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 5 | $2.30M | 0.02% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 5 | $2.33M | 0.97% | 00.0% | Unchanged |
| First Interstate Bank | 5 | $2.34M | 0.17% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 5 | $2.34M | 0.35% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 5 | $2.34M | 0.06% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 5 | $2.34M | 0.51% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 5 | $2.34M | 0.09% | 00.0% | Unchanged |
| Caldwell Trust Co | 5 | $2.34M | 0.33% | 00.0% | Unchanged |
| Lincoln National Corp | 5 | $2.34M | 0.05% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 5 | $2.34M | 1.24% | 00.0% | Unchanged |
| Washington Trust Co | 5 | $2.34M | 0.11% | 00.0% | Unchanged |
| Rbo & Co LLC | 5 | $2.34M | 0.41% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $2.34M | 0.21% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 5 | $2.34M | 0.22% | 00.0% | Unchanged |
| Narwhal Capital Management | 5 | $2.34M | 0.31% | 00.0% | Unchanged |
| Fiera Capital Corp | 5 | $2.34M | 0.01% | 00.0% | Unchanged |