| KMG Fiduciary Partners, LLC | 2 | $1.38M | 0.12% | 00.0% | Unchanged |
| Rothschild & Co Wealth Management UK Ltd | 2 | $1.38M | 0.02% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 2 | $1.38M | 0.11% | 00.0% | Unchanged |
| Graypoint LLC | 2 | $1.38M | 0.09% | 00.0% | Unchanged |
| Options Solutions, LLC | 2 | $1.38M | 0.67% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $1.38M | 0.31% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 2 | $1.38M | 0.32% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 2 | $1.38M | 0.72% | 00.0% | Unchanged |
| Seven Springs Wealth Group, LLC | 2 | $1.38M | 0.50% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 2 | $1.38M | 0.59% | 00.0% | Unchanged |
| Snider Financial Group | 2 | $1.38M | 0.51% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 2 | $1.38M | 0.49% | 00.0% | Unchanged |
| Sterling Group Wealth Management, LLC | 2 | $1.38M | 0.73% | 00.0% | Unchanged |
| Cornerstone Wealth Advisors, Inc. | 2 | $1.38M | 0.38% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 2 | $1.38M | 0.30% | 00.0% | Unchanged |
| Quent Capital, LLC | 2 | $1.38M | 0.14% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 2 | $1.38M | 0.49% | 00.0% | Unchanged |
| Carr Financial Group Corp | 2 | $1.38M | 0.41% | 00.0% | Unchanged |
| Citizens Business Bank | 2 | $1.38M | 0.28% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $1.38M | 0.46% | 00.0% | Unchanged |
| 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 |
| Neville Rodie & Shaw Inc | 2 | $1.38M | 0.10% | 00.0% | Unchanged |
| MML Investors Services, LLC | 2 | $1.38M | 0.01% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 2 | $1.38M | 0.10% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 2 | $1.38M | 0.56% | 00.0% | Unchanged |
| Bollard Group LLC | 2 | $1.38M | 0.04% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 2 | $1.38M | 0.55% | 00.0% | Unchanged |
| Boothe Investment Group, Inc. | 2 | $1.38M | 0.63% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2 | $1.38M | 0.08% | 00.0% | Unchanged |
| F/M Investments LLC | 2 | $1.37M | 0.05% | 00.0% | Unchanged |
| LGT Group Foundation | 2 | $1.37M | 0.02% | +1+100.0% | Added |
| National Asset Management, Inc. | 2 | $1.37M | 0.04% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 2 | $1.37M | 0.32% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2 | $1.22M | 0.02% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 2 | $1.09M | 0.02% | 00.0% | Unchanged |
| Net Worth Advisory Group | 1 | $772.4K | 0.23% | +1 | New |
| Evergreen Wealth Management, LLC | 1 | $762.5K | 0.46% | −1−50.0% | Reduced |
| Continuum Advisory, LLC | 1 | $700.6K | 0.09% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 1 | $700.2K | 0.12% | 00.0% | Unchanged |
| McLean Asset Management Corp | 1 | $693.8K | 0.21% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1 | $693.6K | 0.14% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 1 | $692.6K | 0.04% | +1 | New |
| Csenge Advisory Group | 1 | $691.5K | 0.04% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 1 | $691.2K | 0.08% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1 | $691.2K | 0.26% | −2−66.7% | Reduced |
| BBR Partners, LLC | 1 | $691.2K | 0.05% | −1−50.0% | Reduced |
| Oarsman Capital, Inc. | 1 | $691.2K | 0.13% | −1−50.0% | Reduced |
| Diversified Portfolios, Inc. | 100 | $691.2K | 0.08% | −100−50.0% | Reduced |
| Evolution Wealth Advisors, LLC | 1 | $691.2K | 0.12% | −1−50.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 1 | $691.2K | 0.04% | −1−50.0% | Reduced |
| Schechter Investment Advisors, LLC | 1 | $691.2K | 0.05% | −1−50.0% | Reduced |
| Brookstone Capital Management | 1 | $691.2K | 0.01% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 1 | $691.2K | 0.03% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 1 | $691.2K | 0.06% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1 | $691.2K | 0.15% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 1 | $691.2K | 0.29% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 1 | $691.2K | 0.36% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 1 | $691.2K | 0.04% | 00.0% | Unchanged |
| First National Bank of Omaha | 1 | $691.2K | 0.04% | 00.0% | Unchanged |
| Welch & Forbes LLC | 1 | $691.2K | 0.01% | 00.0% | Unchanged |
| Smith, Moore & Co. | 1 | $691.2K | 0.07% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1 | $691.2K | 0.03% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1 | $691.2K | 0.08% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1 | $691.2K | 0.32% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 1 | $691.2K | 0.07% | 00.0% | Unchanged |
| City Holding Co | 1 | $691.2K | 0.10% | 00.0% | Unchanged |
| Bailard, Inc. | 1 | $691.2K | 0.02% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 1 | $691.2K | 0.16% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1 | $691.2K | 0.03% | 00.0% | Unchanged |
| Davis R M Inc | 1 | $691.2K | 0.01% | 00.0% | Unchanged |
| Hanover Advisors Inc | 1 | $691.2K | 0.29% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 1 | $691.2K | 0.19% | 00.0% | Unchanged |
| Burney Co | 1 | $691.2K | 0.02% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 1 | $691.2K | 0.00% | 00.0% | Unchanged |
| Edgar Lomax Co | 1 | $691.2K | 0.04% | 00.0% | Unchanged |
| Brandes Investment Partners, LP | 1 | $691.2K | 0.01% | 00.0% | Unchanged |