| Cohen Capital Management, Inc. | 2 | $1.22M | 0.21% | +1+100.0% | Added |
| Capital Investment Advisory Services, LLC | 2 | $1.22M | 0.13% | +1+100.0% | Added |
| Fiducient Advisors LLC | 2 | $1.22M | 0.17% | +1+100.0% | Added |
| Lindbrook Capital, LLC | 2 | $1.22M | 0.11% | +1+100.0% | Added |
| Schechter Investment Advisors, LLC | 2 | $1.22M | 0.09% | +1+100.0% | Added |
| Burke & Herbert Bank & Trust Co | 2 | $1.22M | 0.30% | +2 | New |
| National Asset Management, Inc. | 2 | $1.22M | 0.03% | +2 | New |
| Merriman Wealth Management, LLC | 2 | $1.22M | 0.05% | +2 | New |
| Nixon Peabody Trust Co | 2 | $1.22M | 0.11% | +2 | New |
| Diversified Portfolios, Inc. | 200 | $1.22M | 0.16% | +200 | New |
| Human Investing LLC | 2 | $1.22M | 0.24% | +2 | New |
| Interchange Capital Partners, LLC | 2 | $1.22M | 0.45% | +2 | New |
| Sterling Group Wealth Management, LLC | 2 | $1.22M | 0.70% | +2 | New |
| Scott Capital Advisors, LLC | 2 | $1.24M | 0.37% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 2 | $1.25M | 1.31% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2 | $1.27M | 0.02% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 2 | $1.27M | 0.55% | 00.0% | Unchanged |
| Mather Group, LLC. | 2 | $1.27M | 0.02% | +2 | New |
| Merit Financial Group, LLC | 3 | $1.53M | 0.03% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 3 | $1.84M | 0.01% | 00.0% | Unchanged |
| Vicus Capital | 3 | $1.84M | 0.17% | −15−83.3% | Reduced |
| Bremer Bank National Association | 3 | $1.84M | 0.36% | −7−70.0% | Reduced |
| Arvest Trust Co N A | 3 | $1.84M | 0.11% | −4−57.1% | Reduced |
| Inscription Capital, LLC | 3 | $1.84M | 0.30% | −1−25.0% | Reduced |
| Marks Group Wealth Management, Inc | 3 | $1.84M | 0.19% | −1−25.0% | Reduced |
| Yousif Capital Management, LLC | 3 | $1.84M | 0.02% | −1−25.0% | Reduced |
| Associated Banc-Corp | 3 | $1.84M | 0.06% | 00.0% | Unchanged |
| Synovus Financial Corp | 3 | $1.84M | 0.02% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 3 | $1.84M | 0.02% | 00.0% | Unchanged |
| Edgewood Management LLC | 3 | $1.84M | 0.00% | 00.0% | Unchanged |
| Middleton & Co Inc | 3 | $1.84M | 0.21% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $1.84M | 0.00% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 3 | $1.84M | 0.06% | 00.0% | Unchanged |
| Webster Bank, N. A. | 3 | $1.84M | 0.20% | 00.0% | Unchanged |
| Prudential Financial Inc | 3 | $1.84M | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 3 | $1.84M | 0.92% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 3 | $1.84M | 0.17% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3 | $1.84M | 0.18% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3 | $1.84M | 0.29% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 3 | $1.84M | 0.01% | 00.0% | Unchanged |
| Flossbach Von Storch AG | 3 | $1.84M | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 3 | $1.84M | 0.04% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 300 | $1.84M | 0.83% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 3 | $1.84M | 0.16% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 3 | $1.84M | 0.30% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 3 | $1.84M | 0.17% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3 | $1.84M | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $1.84M | 0.21% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 3 | $1.84M | 0.45% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 3 | $1.84M | 0.28% | 00.0% | Unchanged |
| Chicago Capital, LLC | 3 | $1.84M | 0.05% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 3 | $1.84M | 0.63% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 3 | $1.84M | 0.99% | 00.0% | Unchanged |
| Zhang Financial LLC | 3 | $1.84M | 0.13% | 00.0% | Unchanged |
| Americana Partners, LLC | 3 | $1.84M | 0.14% | 00.0% | Unchanged |
| AlTi Global, Inc. | 3 | $1.84M | 0.05% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 3 | $1.84M | 0.52% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 3 | $1.84M | 1.11% | 00.0% | Unchanged |
| Bank of New Hampshire | 3 | $1.84M | 0.48% | 00.0% | Unchanged |
| HFR Wealth Management, LLC | 3 | $1.84M | 0.47% | −297−99.0% | Reduced |
| Reuter James Wealth Management, LLC | 3 | $1.84M | 1.36% | 00.0% | Unchanged |
| Melone Private Wealth, LLC | 3 | $1.84M | 1.09% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 3 | $1.84M | 1.10% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 3 | $1.84M | 0.14% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 3 | $1.84M | 0.20% | 00.0% | Unchanged |
| Exchange Bank | 3 | $1.84M | 1.56% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 3 | $1.84M | 1.40% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 3 | $1.84M | 0.02% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 3 | $1.84M | 0.09% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 3 | $1.84M | 0.09% | +1+50.0% | Added |
| Stratos Wealth Advisors, LLC | 3 | $1.84M | 0.09% | +1+50.0% | Added |
| XML Financial, LLC | 3 | $1.84M | 0.18% | +1+50.0% | Added |
| Eschler Asset Management LLP | 3 | $1.84M | 1.44% | +1+50.0% | Added |
| Terry L. Blaker | 3 | $1.84M | 0.07% | +2+200.0% | Added |
| Arkadios Wealth Advisors | 3 | $1.84M | 0.12% | +2+200.0% | Added |
| Bokf, NA | 3 | $1.84M | 0.03% | +2+200.0% | Added |
| Paloma Partners Management Co | 3 | $1.84M | 0.16% | +3 | New |
| Point72 Asset Management, L.P. | 3 | $1.84M | 0.01% | +3 | New |
| Kings Path Partners LLC | 3 | $1.84M | 0.87% | +3 | New |
| Boston Family Office LLC | 3 | $1.84M | 0.13% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3 | $1.84M | 0.01% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 3 | $1.84M | 0.05% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 3 | $1.84M | 1.21% | 00.0% | Unchanged |
| First PREMIER Bank | 3 | $1.84M | 0.49% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 3 | $1.84M | 0.00% | −10−76.9% | Reduced |
| Hoese & Co LLP | 3 | $1.88M | 1.64% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3 | $1.98M | 0.13% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 4 | $2.45M | 0.00% | −6−60.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $2.45M | 0.11% | −6−60.0% | Reduced |
| Lido Advisors, LLC | 4 | $2.45M | 0.02% | −6−60.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4 | $2.45M | 0.25% | −3−42.9% | Reduced |
| Dodge & Cox | 4 | $2.45M | 0.00% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 4 | $2.45M | 0.05% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 4 | $2.45M | 0.00% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 4 | $2.45M | 0.07% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 4 | $2.45M | 0.17% | 00.0% | Unchanged |
| M&R Capital Management Inc | 4 | $2.45M | 0.58% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 4 | $2.45M | 0.94% | 00.0% | Unchanged |
| Black Diamond Capital Management, L.L.C. | 4 | $2.45M | 1.48% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 4 | $2.45M | 0.07% | 00.0% | Unchanged |
