| Citizens Business Bank | 2 | $1.36M | 0.25% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $1.36M | 0.44% | 00.0% | Unchanged |
| Cardinal Point Capital Management, ULC | 2 | $1.36M | 0.22% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 2 | $1.36M | 0.57% | 00.0% | Unchanged |
| Regimen Wealth, LLC | 2 | $1.36M | 0.44% | 00.0% | Unchanged |
| Financial Alternatives, Inc | 2 | $1.36M | 0.96% | 00.0% | Unchanged |
| Flagstone Financial Management | 2 | $1.36M | 0.45% | 00.0% | Unchanged |
| Landmark Wealth Management, Inc. | 2 | $1.36M | 0.66% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 2 | $1.36M | 0.21% | 00.0% | Unchanged |
| Stephenson & Company, Inc. | 2 | $1.36M | 0.92% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 2 | $1.36M | 0.16% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 2 | $1.36M | 0.49% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 2 | $1.36M | 1.98% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 2 | $1.36M | 0.05% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 2 | $1.36M | 0.44% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $1.36M | 0.45% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 2 | $1.36M | 0.11% | 00.0% | Unchanged |
| F/M Investments LLC | 2 | $1.36M | 0.05% | 00.0% | Unchanged |
| National Asset Management, Inc. | 2 | $1.36M | 0.04% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 2 | $1.36M | 0.05% | +1+100.0% | Added |
| Evolution Wealth Advisors, LLC | 2 | $1.36M | 0.23% | +1+100.0% | Added |
| JFG Wealth Management, LLC | 2 | $1.36M | 0.31% | +1+100.0% | Added |
| Weaver Capital Management LLC | 200 | $1.36M | 0.38% | +200 | New |
| Wealthstar Advisors, LLC | 2 | $1.36M | 0.59% | +2 | New |
| Cubist Systematic Strategies, LLC | 2 | $1.36M | 0.02% | +2 | New |
| Foundations Investment Advisors, LLC | 2 | $1.36M | 0.03% | +2 | New |
| RWM Asset Management, LLC | 2 | $1.36M | 0.22% | +2 | New |
| Buckingham Strategic Partners | 2 | $1.36M | 0.02% | +2 | New |
| North Berkeley Wealth Management, LLC | 2 | $1.36M | 1.38% | +2 | New |
| Fischer Financial Services, Inc. | 2 | $1.36M | 0.43% | +2 | New |
| Alpha Advisors, LLC | 2 | $1.36M | 1.40% | +2 | New |
| Neville Rodie & Shaw Inc | 2 | $1.36M | 0.10% | 00.0% | Unchanged |
| MML Investors Services, LLC | 2 | $1.36M | 0.00% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 2 | $1.36M | 0.57% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 2 | $1.36M | 0.56% | 00.0% | Unchanged |
| Boothe Investment Group, Inc. | 2 | $1.36M | 0.59% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 2 | $1.36M | 0.30% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 2 | $1.39M | 0.07% | −1−33.3% | Reduced |
| Orleans Capital Management Corp | 2 | $1.42M | 0.79% | −198−99.0% | Reduced |
| Vivaldi Capital Management, LLC | 2 | $1.42M | 0.22% | +2 | New |
| Liberty Square Wealth Partners LLC | 2 | $1.44M | 0.52% | +2 | New |
| 360 Financial, Inc. | 3,814 | $1.73M | 0.62% | +3,813+381,300.0% | Added |
| Erste Asset Management GmbH | 3 | $2.03M | 0.02% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3 | $2.04M | 0.00% | −5−62.5% | Reduced |
| Janus Henderson Group PLC | 3 | $2.04M | 0.00% | −2−40.0% | Reduced |
| Acadian Asset Management LLC | 3 | $2.04M | 0.01% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 3 | $2.04M | 0.41% | −1−25.0% | Reduced |
| Boston Common Asset Management, LLC | 3 | $2.04M | 0.06% | 00.0% | Unchanged |
| Associated Banc-Corp | 3 | $2.04M | 0.06% | 00.0% | Unchanged |
| Terry L. Blaker | 3 | $2.04M | 0.08% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 3 | $2.04M | 0.02% | 00.0% | Unchanged |
| Edgewood Management LLC | 3 | $2.04M | 0.01% | 00.0% | Unchanged |
| Middleton & Co Inc | 3 | $2.04M | 0.23% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $2.04M | 0.00% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 3 | $2.04M | 0.06% | 00.0% | Unchanged |
| Webster Bank, N. A. | 3 | $2.04M | 0.22% | 00.0% | Unchanged |
| Chelsea Counsel Co | 3 | $2.04M | 1.05% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 3 | $2.04M | 0.18% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3 | $2.04M | 0.27% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 3 | $2.04M | 0.01% | 00.0% | Unchanged |
| Vicus Capital | 3 | $2.04M | 0.18% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 3 | $2.04M | 0.68% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 3 | $2.04M | 0.04% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 300 | $2.04M | 0.90% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 3 | $2.04M | 0.17% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 3 | $2.04M | 0.30% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 3 | $2.04M | 0.19% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3 | $2.04M | 0.03% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 3 | $2.04M | 0.04% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 3 | $2.04M | 0.10% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 3 | $2.04M | 0.29% | 00.0% | Unchanged |
| Chicago Capital, LLC | 3 | $2.04M | 0.05% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 3 | $2.04M | 0.64% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 3 | $2.04M | 1.00% | 00.0% | Unchanged |
| Bremer Bank National Association | 3 | $2.04M | 0.40% | 00.0% | Unchanged |
| Zhang Financial LLC | 3 | $2.04M | 0.12% | 00.0% | Unchanged |
| XML Financial, LLC | 3 | $2.04M | 0.19% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 3 | $2.04M | 0.20% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 3 | $2.04M | 1.03% | 00.0% | Unchanged |
| AlTi Global, Inc. | 3 | $2.04M | 0.05% | 00.0% | Unchanged |
| Hoese & Co LLP | 3 | $2.04M | 1.77% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 3 | $2.04M | 0.57% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 3 | $2.04M | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 3 | $2.04M | 0.53% | 00.0% | Unchanged |
| HFR Wealth Management, LLC | 300 | $2.04M | 0.50% | +297+9,900.0% | Added |
| Reuter James Wealth Management, LLC | 3 | $2.04M | 0.38% | 00.0% | Unchanged |
| First International Bank & Trust | 3 | $2.04M | 0.66% | 00.0% | Unchanged |
| Eschler Asset Management LLP | 3 | $2.04M | 4.80% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 3 | $2.04M | 1.23% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 3 | $2.04M | 0.14% | 00.0% | Unchanged |
| Investidor Profissional Gestao de Recursos Ltda. | 3 | $2.04M | 2.51% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 3 | $2.04M | 0.21% | 00.0% | Unchanged |
| Exchange Bank | 3 | $2.04M | 1.64% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 3 | $2.04M | 0.16% | 00.0% | Unchanged |
| Kings Path Partners LLC | 3 | $2.04M | 0.87% | 00.0% | Unchanged |
| American Alpha Advisors, LLC | 3 | $2.04M | 1.86% | 00.0% | Unchanged |
| Woodward Financial Advisors, Inc. | 300 | $2.04M | 1.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3 | $2.04M | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 3 | $2.04M | 0.02% | +1+50.0% | Added |
| Farther Finance Advisors, LLC | 3 | $2.04M | 0.07% | +1+50.0% | Added |