| Cardinal Point Capital Management, ULC | 2 | $1.38M | 0.23% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 2 | $1.38M | 0.58% | 00.0% | Unchanged |
| Regimen Wealth, LLC | 2 | $1.38M | 0.45% | 00.0% | Unchanged |
| Financial Alternatives, Inc | 2 | $1.38M | 0.97% | 00.0% | Unchanged |
| Flagstone Financial Management | 2 | $1.38M | 0.46% | 00.0% | Unchanged |
| Landmark Wealth Management, Inc. | 2 | $1.38M | 0.69% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 2 | $1.38M | 0.22% | 00.0% | Unchanged |
| Stephenson & Company, Inc. | 2 | $1.38M | 0.94% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 2 | $1.38M | 0.16% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 2 | $1.38M | 2.06% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 2 | $1.38M | 0.07% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 2 | $1.38M | 0.38% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $1.38M | 0.46% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 2 | $1.38M | 0.87% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2 | $1.38M | 0.05% | 00.0% | Unchanged |
| Fiduciary Group LLC | 2 | $1.38M | 0.14% | 00.0% | Unchanged |
| Bryant Woods Investment Advisors, LLC | 2 | $1.38M | 0.70% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 2 | $1.38M | 0.10% | +1+100.0% | Added |
| First Western Trust Bank | 2 | $1.38M | 0.06% | +1+100.0% | Added |
| Assenagon Asset Management S.A. | 2 | $1.38M | 0.00% | +1+100.0% | Added |
| Univest Financial Corp | 2 | $1.38M | 0.09% | +2 | New |
| Orleans Capital Management Corp | 200 | $1.38M | 0.79% | +200 | New |
| Capital Investment Counsel, Inc | 2 | $1.38M | 0.20% | +2 | New |
| Arvest Bank Trust Division | 2 | $1.38M | 0.08% | +2 | New |
| Centurion Wealth Management LLC | 2 | $1.38M | 0.44% | +2 | New |
| 44 Wealth Management LLC | 2 | $1.38M | 0.49% | +2 | New |
| Phillips Wealth Planners LLC | 2 | $1.40M | 1.34% | 00.0% | Unchanged |
| English Capital Management LLC | 3,490 | $1.61M | 1.21% | +3,484+58,066.7% | Added |
| Berkshire Asset Management LLC | 3 | $1.84M | 0.09% | 00.0% | Unchanged |
| Independent Family Office, LLC | 3 | $2.06M | 1.03% | +1+50.0% | Added |
| Jones Financial Companies LLLP | 3 | $2.07M | 0.00% | +2+200.0% | Added |
| Acadian Asset Management LLC | 3 | $2.07M | 0.01% | 00.0% | Unchanged |
| Investidor Profissional Gestao de Recursos Ltda. | 3 | $2.07M | 1.86% | −5−62.5% | Reduced |
| Jane Street Group, LLC | 3 | $2.07M | 0.00% | −4−57.1% | Reduced |
| Wealth Advisors of Iowa, LLC | 3 | $2.07M | 1.06% | −3,567−99.9% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 3 | $2.07M | 0.17% | −2−40.0% | Reduced |
| East Coast Asset Management, LLC. | 3 | $2.07M | 0.69% | −1−25.0% | Reduced |
| Hoese & Co LLP | 3 | $2.07M | 1.74% | 00.0% | Unchanged |
| Associated Banc-Corp | 3 | $2.07M | 0.06% | 00.0% | Unchanged |
| Terry L. Blaker | 3 | $2.07M | 0.08% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 3 | $2.07M | 0.02% | 00.0% | Unchanged |
| Edgewood Management LLC | 3 | $2.07M | 0.01% | 00.0% | Unchanged |
| Middleton & Co Inc | 3 | $2.07M | 0.23% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $2.07M | 0.00% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 3 | $2.07M | 0.06% | 00.0% | Unchanged |
| Webster Bank, N. A. | 3 | $2.07M | 0.22% | 00.0% | Unchanged |
| Prudential Financial Inc | 3 | $2.07M | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 3 | $2.07M | 1.02% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 3 | $2.07M | 0.18% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 3 | $2.07M | 0.09% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3 | $2.07M | 0.18% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3 | $2.07M | 0.29% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 3 | $2.07M | 0.01% | 00.0% | Unchanged |
| Vicus Capital | 3 | $2.07M | 0.18% | 00.0% | Unchanged |
| Flossbach Von Storch AG | 3 | $2.07M | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 3 | $2.07M | 0.04% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 300 | $2.07M | 0.85% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 3 | $2.07M | 0.17% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 3 | $2.07M | 0.31% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 3 | $2.07M | 0.18% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3 | $2.07M | 0.03% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 3 | $2.07M | 0.46% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 3 | $2.07M | 0.10% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 3 | $2.07M | 0.28% | 00.0% | Unchanged |
| Chicago Capital, LLC | 3 | $2.07M | 0.06% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 3 | $2.07M | 0.65% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 3 | $2.07M | 1.01% | 00.0% | Unchanged |
| Inscription Capital, LLC | 3 | $2.07M | 0.31% | 00.0% | Unchanged |
| Bremer Bank National Association | 3 | $2.07M | 0.39% | 00.0% | Unchanged |
| Zhang Financial LLC | 3 | $2.07M | 0.13% | 00.0% | Unchanged |
| Americana Partners, LLC | 3 | $2.07M | 0.14% | 00.0% | Unchanged |
| XML Financial, LLC | 3 | $2.07M | 0.19% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 3 | $2.07M | 0.20% | 00.0% | Unchanged |
| AlTi Global, Inc. | 3 | $2.07M | 0.05% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 3 | $2.07M | 0.56% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 3 | $2.07M | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 3 | $2.07M | 0.52% | 00.0% | Unchanged |
| HFR Wealth Management, LLC | 3 | $2.07M | 0.50% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 3 | $2.07M | 0.38% | 00.0% | Unchanged |
| Eschler Asset Management LLP | 3 | $2.07M | 3.10% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 3 | $2.07M | 1.31% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 3 | $2.07M | 0.14% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 3 | $2.07M | 0.22% | 00.0% | Unchanged |
| Exchange Bank | 3 | $2.07M | 1.70% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 3 | $2.07M | 0.02% | 00.0% | Unchanged |
| Kings Path Partners LLC | 3 | $2.07M | 0.87% | 00.0% | Unchanged |
| Woodward Financial Advisors, Inc. | 300 | $2.07M | 1.04% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 3 | $2.07M | 0.05% | 00.0% | Unchanged |
| First International Bank & Trust | 3 | $2.07M | 0.66% | +1+50.0% | Added |
| Change Path, LLC | 3 | $2.07M | 0.07% | +3 | New |
| Retirement Solution Inc. | 3 | $2.07M | 0.51% | +3 | New |
| American Alpha Advisors, LLC | 3 | $2.07M | 1.94% | +3 | New |
| Thrivent Financial for Lutherans | 3 | $2.07M | 0.00% | −3−50.0% | Reduced |
| CWM, LLC | 3 | $2.07M | 0.01% | −3−50.0% | Reduced |
| Boston Family Office LLC | 3 | $2.07M | 0.14% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 3 | $2.07M | 0.05% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 3 | $2.07M | 1.30% | 00.0% | Unchanged |
| First PREMIER Bank | 3 | $2.07M | 0.52% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 4 | $2.74M | 0.01% | −4−50.0% | Reduced |
| SpiderRock Advisors, LLC | 4 | $2.76M | 0.06% | −4−50.0% | Reduced |