| F/M Investments LLC | 2 | $1.04M | 0.76% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 2 | $1.04M | 0.74% | 00.0% | Unchanged |
| Sterling Group Wealth Management, LLC | 2 | $1.04M | 0.90% | 00.0% | Unchanged |
| Spire Wealth Management | 2 | $1.04M | 0.04% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 2 | $1.04M | 0.62% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2 | $1.04M | 0.04% | 00.0% | Unchanged |
| Scott Capital Advisors, LLC | 2 | $1.04M | 0.45% | 00.0% | Unchanged |
| First International Bank & Trust | 2 | $1.04M | 0.33% | 00.0% | Unchanged |
| Bryant Woods Investment Advisors, LLC | 2 | $1.04M | 0.74% | 00.0% | Unchanged |
| Quent Capital, LLC | 2 | $1.04M | 0.16% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 2 | $1.04M | 0.54% | 00.0% | Unchanged |
| Carr Financial Group Corp | 2 | $1.04M | 0.41% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 2 | $1.04M | 0.03% | 00.0% | Unchanged |
| Citizens Business Bank | 2 | $1.04M | 0.23% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 2 | $1.04M | 0.50% | 00.0% | Unchanged |
| Sharper & Granite LLC | 2 | $1.04M | 0.60% | 00.0% | Unchanged |
| Regimen Wealth, LLC | 2 | $1.04M | 0.43% | 00.0% | Unchanged |
| Financial Alternatives, Inc | 2 | $1.04M | 0.94% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 2 | $1.04M | 0.55% | 00.0% | Unchanged |
| Flagstone Financial Management | 2 | $1.04M | 0.49% | 00.0% | Unchanged |
| Schoolcraft Capital LLC | 2 | $1.04M | 0.28% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 2 | $1.04M | 0.06% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 2 | $1.04M | 0.08% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $1.04M | 0.65% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 2 | $1.04M | 0.02% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 2 | $1.04M | 0.05% | +1+100.0% | Added |
| Herold Advisors, Inc. | 2 | $1.04M | 0.32% | +1+100.0% | Added |
| Sheets Smith Wealth Management | 2 | $1.04M | 0.15% | +2 | New |
| Warren Averett Asset Management, LLC | 2 | $1.04M | 0.05% | +2 | New |
| S.E.E.D. Planning Group LLC | 2 | $1.04M | 0.36% | +2 | New |
| Apella Capital, LLC | 2 | $1.04M | 0.07% | +2 | New |
| Snider Financial Group | 2 | $1.04M | 0.50% | +2 | New |
| IAG Wealth Partners, LLC | 2 | $1.04M | 0.27% | +2 | New |
| WR Wealth Planners, LLC | 2 | $1.04M | 0.40% | +2 | New |
| Front Barnett Associates LLC | 2 | $1.04M | 0.12% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 2 | $1.04M | 0.09% | 00.0% | Unchanged |
| Rothschild Investment Corp | 2 | $1.04M | 0.09% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 2 | $1.04M | 0.17% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 2 | $1.04M | 0.47% | 00.0% | Unchanged |
| Bollard Group LLC | 2 | $1.04M | 0.04% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 2 | $1.04M | 0.48% | 00.0% | Unchanged |
| Boothe Investment Group, Inc. | 2 | $1.04M | 0.55% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 2 | $1.04M | 0.73% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2 | $1.04M | 0.21% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 2 | $1.04M | 0.31% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 2 | $1.04M | 0.42% | +2 | New |
| Brookstone Capital Management | 2 | $1.04M | 0.02% | 00.0% | Unchanged |
| Credit Agricole S A | 2 | $1.06M | 0.03% | 00.0% | Unchanged |
| Arvest Trust Co N A | 2 | $1.07M | 0.06% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 2 | $1.09M | 0.31% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 3,998 | $1.36M | 0.19% | −111−2.7% | Reduced |
| Acadian Asset Management LLC | 3 | $1.55M | 0.01% | −6−66.7% | Reduced |
| SG Americas Securities, LLC | 3 | $1.55M | 0.01% | −1−25.0% | Reduced |
| Beach Investment Counsel Inc | 3 | $1.55M | 0.18% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 3 | $1.55M | 0.03% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 3 | $1.55M | 0.63% | 00.0% | Unchanged |
| First PREMIER Bank | 3 | $1.55M | 0.44% | 00.0% | Unchanged |
| HFR Wealth Management, LLC | 300 | $1.55M | 0.43% | 00.0% | Unchanged |
| First National Bank of Omaha | 3 | $1.55M | 0.09% | −1−25.0% | Reduced |
| Edgemoor Investment Advisors, Inc. | 3 | $1.55M | 0.18% | −1−25.0% | Reduced |
| Lido Advisors, LLC | 3 | $1.55M | 0.02% | −1−25.0% | Reduced |
| Hoese & Co LLP | 3 | $1.55M | 1.46% | −1−25.0% | Reduced |
| Melone Private Wealth, LLC | 3 | $1.55M | 1.10% | 00.0% | Unchanged |
| CX Institutional | 3 | $1.55M | 0.08% | 00.0% | Unchanged |
| South State Corp. | 3 | $1.55M | 0.14% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 3 | $1.55M | 0.02% | 00.0% | Unchanged |
| Edgewood Management LLC | 3 | $1.55M | 0.00% | 00.0% | Unchanged |
| Middleton & Co Inc | 3 | $1.55M | 0.21% | 00.0% | Unchanged |
| Courier Capital LLC | 3 | $1.55M | 0.12% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $1.55M | 0.00% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 3 | $1.55M | 0.06% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 3 | $1.55M | 0.52% | 00.0% | Unchanged |
| Chelsea Counsel Co | 3 | $1.55M | 0.76% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3 | $1.55M | 0.18% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 3 | $1.55M | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 3 | $1.55M | 0.04% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 3 | $1.55M | 0.55% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 3 | $1.55M | 0.05% | 00.0% | Unchanged |
| Moreno Evelyn V | 3 | $1.55M | 0.33% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $1.55M | 0.10% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 3 | $1.55M | 0.35% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 3 | $1.55M | 0.17% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $1.55M | 0.21% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 3 | $1.55M | 0.37% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 3 | $1.55M | 0.49% | 00.0% | Unchanged |
| Bridgeworth, LLC | 3 | $1.55M | 0.17% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 3 | $1.55M | 0.60% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 3 | $1.55M | 0.34% | 00.0% | Unchanged |
| Chicago Capital, LLC | 3 | $1.55M | 0.07% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 3 | $1.55M | 0.66% | 00.0% | Unchanged |
| Independent Family Office, LLC | 3 | $1.55M | 0.94% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 3 | $1.55M | 1.10% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 3 | $1.55M | 0.11% | 00.0% | Unchanged |
| Zhang Financial LLC | 3 | $1.55M | 0.16% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 3 | $1.55M | 0.35% | 00.0% | Unchanged |
| Graypoint LLC | 3 | $1.55M | 0.15% | 00.0% | Unchanged |
| Americana Partners, LLC | 3 | $1.55M | 0.20% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 3 | $1.55M | 0.18% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 3 | $1.55M | 1.14% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 3 | $1.55M | 0.98% | 00.0% | Unchanged |