| Wealth Advisors of Iowa, LLC | 3 | $1.40M | 1.09% | 00.0% | Unchanged |
| Wealth Enhancement & Preservation of GA, LLC | 3 | $1.40M | 1.67% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 3 | $1.40M | 0.94% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 3 | $1.40M | 0.32% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 3 | $1.40M | 0.69% | 00.0% | Unchanged |
| Cornerstone Wealth Advisors, Inc. | 3 | $1.40M | 0.51% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 3 | $1.40M | 0.98% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 3 | $1.40M | 0.18% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 3 | $1.40M | 0.49% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 3 | $1.40M | 1.10% | 00.0% | Unchanged |
| Cresta Advisors, Ltd. | 3 | $1.40M | 1.09% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 3 | $1.40M | 0.15% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 3 | $1.40M | 0.48% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 3 | $1.40M | 0.03% | 00.0% | Unchanged |
| SMART Wealth LLC | 3 | $1.40M | 1.23% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3 | $1.40M | 0.22% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $1.40M | 0.10% | 00.0% | Unchanged |
| Bank of New Hampshire | 3 | $1.40M | 0.42% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 3 | $1.40M | 0.17% | +2+200.0% | Added |
| Prudential Financial Inc | 3 | $1.40M | 0.00% | +3 | New |
| CIBC Private Wealth Group, LLC | 3 | $1.40M | 0.00% | +3 | New |
| Sawtooth Solutions, LLC | 3 | $1.40M | 0.04% | +3 | New |
| Beach Investment Counsel Inc | 3 | $1.40M | 0.19% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 3 | $1.40M | 0.03% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 3 | $1.40M | 0.56% | 00.0% | Unchanged |
| First PREMIER Bank | 3 | $1.40M | 0.41% | 00.0% | Unchanged |
| HFR Wealth Management, LLC | 300 | $1.40M | 0.40% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 3 | $1.40M | 0.24% | +3 | New |
| Financial Management Network Inc | 3 | $1.40M | 0.56% | 00.0% | Unchanged |
| CX Institutional | 3 | $1.41M | 0.07% | 00.0% | Unchanged |
| Melone Private Wealth, LLC | 3 | $1.41M | 1.08% | 00.0% | Unchanged |
| Hoese & Co LLP | 4 | $1.85M | 2.10% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4 | $1.86M | 0.03% | −1−20.0% | Reduced |
| Santa Monica Partners LP | 4 | $1.86M | 1.51% | 00.0% | Unchanged |
| Wade G W & Inc | 4 | $1.86M | 0.07% | 00.0% | Unchanged |
| Regis Management CO LLC | 4 | $1.86M | 0.63% | 00.0% | Unchanged |
| RK Asset Management, LLC | 4 | $1.86M | 1.84% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 4 | $1.86M | 0.81% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 400 | $1.86M | 0.57% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 4 | $1.86M | 2.19% | 00.0% | Unchanged |
| Johnson Financial Group, LLC | 4 | $1.86M | 0.28% | −5−55.6% | Reduced |
| Crawford Investment Counsel Inc | 4 | $1.86M | 0.04% | −4−50.0% | Reduced |
| Magnetar Financial LLC | 4 | $1.86M | 0.04% | −2−33.3% | Reduced |
| Cetera Investment Advisers | 4 | $1.86M | 0.02% | −1−20.0% | Reduced |
| Savant Capital, LLC | 4 | $1.86M | 0.03% | −2−33.3% | Reduced |
| First National Bank of Omaha | 4 | $1.86M | 0.11% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 4 | $1.86M | 1.18% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 4 | $1.86M | 1.36% | 00.0% | Unchanged |
| Dodge & Cox | 4 | $1.86M | 0.00% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 4 | $1.86M | 0.00% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 4 | $1.86M | 0.15% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 4 | $1.86M | 0.06% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 4 | $1.86M | 0.70% | 00.0% | Unchanged |
| Black Diamond Capital Management, L.L.C. | 4 | $1.86M | 1.07% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 4 | $1.86M | 0.23% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 4 | $1.86M | 0.08% | 00.0% | Unchanged |
| Coastline Trust Co | 4 | $1.86M | 0.28% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 4 | $1.86M | 0.36% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 4 | $1.86M | 0.31% | 00.0% | Unchanged |
| Baader Bank INC | 4 | $1.86M | 0.14% | 00.0% | Unchanged |
| CORDA Investment Management, LLC. | 4 | $1.86M | 0.15% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 4 | $1.86M | 0.67% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 4 | $1.86M | 0.82% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 4 | $1.86M | 0.87% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 4 | $1.86M | 0.40% | 00.0% | Unchanged |
| Gratus Capital LLC | 4 | $1.86M | 0.14% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 4 | $1.86M | 1.88% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 4 | $1.86M | 0.46% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 4 | $1.86M | 0.35% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4 | $1.86M | 0.15% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 4 | $1.86M | 0.41% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 4 | $1.86M | 0.12% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 4 | $1.86M | 0.46% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 4 | $1.86M | 0.07% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 4 | $1.86M | 0.75% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 4 | $1.86M | 0.32% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 4 | $1.86M | 0.02% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 4 | $1.86M | 0.07% | 00.0% | Unchanged |
| Fortress Wealth Management, Inc. | 4 | $1.86M | 1.30% | 00.0% | Unchanged |
| Kennon-Green & Company, LLC | 4 | $1.86M | 1.76% | 00.0% | Unchanged |
| Vawter Financial, Ltd. | 4 | $1.86M | 1.89% | 00.0% | Unchanged |
| Associated Banc-Corp | 4 | $1.86M | 0.07% | 00.0% | Unchanged |
| M&R Capital Management Inc | 4 | $1.86M | 0.52% | 00.0% | Unchanged |
| Heritage Trust Co | 6 | $1.86M | 0.29% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 4 | $1.86M | 0.00% | +1+33.3% | Added |
| Zacks Investment Management | 4 | $1.86M | 0.02% | +4 | New |
| Lido Advisors, LLC | 4 | $1.86M | 0.03% | +4 | New |
| NorthCrest Asset Manangement, LLC | 4 | $1.86M | 0.08% | +4 | New |
| Banque Cantonale Vaudoise | 4 | $1.86M | 0.09% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 4 | $1.96M | 0.10% | 00.0% | Unchanged |
| Intrua Financial, LLC | 4 | $1.96M | 0.41% | 00.0% | Unchanged |
| Whitford Management LLC | 5 | $2.33M | 2.95% | −5−50.0% | Reduced |
| Ropes Wealth Advisors LLC | 5 | $2.33M | 0.42% | −3−37.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5 | $2.33M | 0.03% | −1−16.7% | Reduced |
| Cetera Advisors LLC | 5 | $2.33M | 0.04% | −1−16.7% | Reduced |
| Meritage Portfolio Management | 5 | $2.33M | 0.17% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 5 | $2.33M | 0.30% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 5 | $2.33M | 0.39% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 5 | $2.33M | 0.06% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 5 | $2.33M | 0.03% | 00.0% | Unchanged |