| Grimes & Company, Inc. | 4 | $2.07M | 0.07% | 00.0% | Unchanged |
| Coastline Trust Co | 4 | $2.07M | 0.29% | 00.0% | Unchanged |
| Savant Capital, LLC | 4 | $2.07M | 0.03% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 4 | $2.07M | 0.37% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 4 | $2.07M | 0.33% | 00.0% | Unchanged |
| Baader Bank INC | 4 | $2.07M | 0.18% | 00.0% | Unchanged |
| CORDA Investment Management, LLC. | 4 | $2.07M | 0.16% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 4 | $2.07M | 0.93% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 4 | $2.07M | 0.92% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 4 | $2.07M | 0.42% | 00.0% | Unchanged |
| Gratus Capital LLC | 4 | $2.07M | 0.14% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 4 | $2.07M | 1.05% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 4 | $2.07M | 0.49% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 4 | $2.07M | 0.35% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4 | $2.07M | 0.17% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 4 | $2.07M | 0.42% | 00.0% | Unchanged |
| Cetera Investment Advisers | 4 | $2.07M | 0.02% | 00.0% | Unchanged |
| Heritage Trust Co | 6 | $2.07M | 0.30% | 00.0% | Unchanged |
| Johnson Financial Group, LLC | 4 | $2.07M | 0.28% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 4 | $2.07M | 0.13% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 4 | $2.07M | 0.47% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 4 | $2.07M | 0.07% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 4 | $2.07M | 1.22% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 4 | $2.07M | 0.98% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 4 | $2.07M | 0.33% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 4 | $2.07M | 0.03% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 4 | $2.07M | 0.08% | 00.0% | Unchanged |
| Fortress Wealth Management, Inc. | 4 | $2.07M | 1.34% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 4 | $2.07M | 1.49% | 00.0% | Unchanged |
| Kennon-Green & Company, LLC | 4 | $2.07M | 1.93% | 00.0% | Unchanged |
| Vawter Financial, Ltd. | 4 | $2.07M | 1.79% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 4 | $2.07M | 0.05% | +1+33.3% | Added |
| Marks Group Wealth Management, Inc | 4 | $2.07M | 0.25% | +1+33.3% | Added |
| Cresta Advisors, Ltd. | 4 | $2.07M | 1.61% | +1+33.3% | Added |
| Meitav Dash Investments Ltd | 4 | $2.07M | 0.02% | +2+100.0% | Added |
| United Capital Financial Advisers, LLC | 4 | $2.07M | 0.01% | +2+100.0% | Added |
| LGT Group Foundation | 4 | $2.07M | 0.05% | +3+300.0% | Added |
| EP Wealth Advisors, LLC | 2 | $2.07M | 0.03% | −1,513−99.9% | Reduced |
| Sequoia Financial Advisors, LLC | 4 | $2.07M | 0.04% | +4 | New |
| Lumbard & Kellner, LLC | 4 | $2.07M | 1.16% | +4 | New |
| Banque Cantonale Vaudoise | 4 | $2.07M | 0.10% | 00.0% | Unchanged |
| Santa Monica Partners LP | 4 | $2.07M | 1.68% | 00.0% | Unchanged |
| Wade G W & Inc | 4 | $2.07M | 0.08% | 00.0% | Unchanged |
| Regis Management CO LLC | 4 | $2.07M | 0.68% | 00.0% | Unchanged |
| RK Asset Management, LLC | 4 | $2.07M | 1.92% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 4 | $2.07M | 0.84% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 400 | $2.07M | 0.58% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 4 | $2.07M | 2.13% | 00.0% | Unchanged |
| Bank of Nova Scotia | 2 | $2.07M | 0.01% | +1+100.0% | Added |
| Financial Management Network Inc | 3 | $1.56M | 0.54% | 00.0% | Unchanged |
| Boston Family Office LLC | 3 | $1.55M | 0.12% | 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 |
| Oak Harvest Investment Services | 3 | $1.55M | 0.35% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 3 | $1.55M | 0.74% | 00.0% | Unchanged |
| Cornerstone Wealth Advisors, Inc. | 3 | $1.55M | 0.53% | 00.0% | Unchanged |
| Bank of New Hampshire | 3 | $1.55M | 0.44% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 3 | $1.55M | 1.87% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 3 | $1.55M | 0.19% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 3 | $1.55M | 0.16% | 00.0% | Unchanged |