| Sound View Wealth Advisors Group, LLC | 2 | $1.22M | 0.13% | 00.0% | Unchanged |
| Graypoint LLC | 2 | $1.22M | 0.08% | 00.0% | Unchanged |
| Options Solutions, LLC | 2 | $1.22M | 0.73% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $1.22M | 0.29% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 2 | $1.22M | 0.30% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 2 | $1.22M | 0.69% | 00.0% | Unchanged |
| Seven Springs Wealth Group, LLC | 2 | $1.22M | 0.48% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 2 | $1.22M | 0.58% | 00.0% | Unchanged |
| Snider Financial Group | 2 | $1.22M | 0.47% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 2 | $1.22M | 0.25% | 00.0% | Unchanged |
| F/M Investments LLC | 2 | $1.22M | 0.04% | 00.0% | Unchanged |
| Cornerstone Wealth Advisors, Inc. | 2 | $1.22M | 0.37% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 2 | $1.22M | 0.28% | 00.0% | Unchanged |
| First International Bank & Trust | 2 | $1.22M | 0.42% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 2 | $1.22M | 0.75% | 00.0% | Unchanged |
| Quent Capital, LLC | 2 | $1.22M | 0.13% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 2 | $1.22M | 0.47% | 00.0% | Unchanged |
| Carr Financial Group Corp | 2 | $1.22M | 0.39% | 00.0% | Unchanged |
| Citizens Business Bank | 2 | $1.22M | 0.26% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $1.22M | 0.45% | 00.0% | Unchanged |
| Cardinal Point Capital Management, ULC | 2 | $1.22M | 0.21% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 2 | $1.22M | 0.59% | 00.0% | Unchanged |
| Regimen Wealth, LLC | 2 | $1.22M | 0.42% | 00.0% | Unchanged |
| Financial Alternatives, Inc | 2 | $1.22M | 0.92% | 00.0% | Unchanged |
| Flagstone Financial Management | 2 | $1.22M | 0.46% | 00.0% | Unchanged |
| Landmark Wealth Management, Inc. | 2 | $1.22M | 0.67% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 2 | $1.22M | 0.21% | 00.0% | Unchanged |
| Stephenson & Company, Inc. | 2 | $1.22M | 0.91% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 2 | $1.22M | 0.15% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 2 | $1.22M | 1.93% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 2 | $1.22M | 0.07% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 2 | $1.22M | 0.37% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $1.22M | 0.46% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 2 | $1.22M | 0.01% | +1+100.0% | Added |
| Assetmark, Inc | 2 | $1.22M | 0.00% | +1+100.0% | Added |
| 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 |
| Neville Rodie & Shaw Inc | 2 | $1.22M | 0.09% | −10−83.3% | Reduced |
| Thomas Story & Son LLC | 2 | $1.22M | 0.53% | 00.0% | Unchanged |
| Bollard Group LLC | 2 | $1.22M | 0.03% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 2 | $1.22M | 0.53% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2 | $1.22M | 0.09% | 00.0% | Unchanged |
| MML Investors Services, LLC | 2 | $1.22M | 0.00% | +2 | New |
| Lee Danner & Bass Inc | 2 | $1.22M | 0.09% | +2 | New |
| Boothe Investment Group, Inc. | 2 | $1.22M | 0.57% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 2 | $1.22M | 0.82% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2 | $1.22M | 0.06% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 2 | $1.22M | 0.29% | 00.0% | Unchanged |
| Independent Family Office, LLC | 2 | $1.22M | 0.70% | −1−33.3% | Reduced |
| Fiduciary Group LLC | 2 | $1.14M | 0.12% | 00.0% | Unchanged |
| Bryant Woods Investment Advisors, LLC | 2 | $1.06M | 0.78% | 00.0% | Unchanged |
| Evergreen Wealth Management, LLC | 2 | $1.03M | 0.68% | 00.0% | Unchanged |
| Brookstone Capital Management | 1 | $671.3K | 0.01% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 1 | $671.3K | 0.03% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 1 | $662.8K | 0.03% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 1 | $662.1K | 0.02% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 1 | $659.2K | 0.06% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 1 | $658.0K | 0.42% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1 | $653.0K | 0.16% | +1 | New |
| IHT Wealth Management, LLC | 1 | $647.5K | 0.02% | −1−50.0% | Reduced |
| Fidelis Capital Partners, LLC | 1 | $641.0K | 0.09% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1 | $634.4K | 0.17% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 1 | $634.4K | 0.28% | 00.0% | Unchanged |
| McLean Asset Management Corp | 1 | $622.5K | 0.20% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 1 | $618.5K | 0.34% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 100 | $612.2K | 0.11% | +70+233.3% | Added |
| PFG Investments, LLC | 1 | $612.2K | 0.04% | −7−87.5% | Reduced |
| Evoke Wealth, LLC | 1 | $612.2K | 0.90% | −4−80.0% | Reduced |
| Advus Financial Partners, LLC | 1 | $612.2K | 0.27% | −3−75.0% | Reduced |
| Armstrong, Fleming & Moore, Inc | 1 | $612.2K | 0.39% | −2−66.7% | Reduced |
| Flagship Harbor Advisors, LLC | 1 | $612.2K | 0.04% | −1−50.0% | Reduced |
| New Capital Management LP | 1 | $612.2K | 0.19% | −1−50.0% | Reduced |
| Schoolcraft Capital LLC | 1 | $612.2K | 0.13% | −1−50.0% | Reduced |
| First National Bank of Omaha | 1 | $612.2K | 0.04% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 1 | $612.2K | 0.04% | 00.0% | Unchanged |
| Welch & Forbes LLC | 1 | $612.2K | 0.01% | 00.0% | Unchanged |
| Smith, Moore & Co. | 1 | $612.2K | 0.06% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1 | $612.2K | 0.07% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1 | $612.2K | 0.30% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 1 | $612.2K | 0.06% | 00.0% | Unchanged |
| City Holding Co | 1 | $612.2K | 0.09% | 00.0% | Unchanged |
| Bailard, Inc. | 1 | $612.2K | 0.02% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 1 | $612.2K | 0.15% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1 | $612.2K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1 | $612.2K | 0.03% | 00.0% | Unchanged |
| Davis R M Inc | 1 | $612.2K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1 | $612.2K | 0.02% | 00.0% | Unchanged |
| Hanover Advisors Inc | 1 | $612.2K | 0.27% | 00.0% | Unchanged |
| Alerus Financial NA | 1 | $612.2K | 0.05% | 00.0% | Unchanged |