| 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 |
| Waterford Advisors, LLC | 300 | $2.04M | 1.04% | +300 | New |
| Broyhill Asset Management | 3 | $2.04M | 1.80% | +3 | New |
| Accredited Investor Services, LLC | 3 | $2.04M | 1.63% | +3 | New |
| SMART Wealth LLC | 3 | $2.04M | 0.73% | +3 | New |
| BXM Wealth LLC | 3 | $2.04M | 2.86% | +3 | New |
| Atlas Legacy Advisors, LLC | 3 | $2.04M | 0.49% | +3 | New |
| Morey & Quinn Wealth Partners, LLC | 3 | $2.04M | 1.73% | +3 | New |
| McMill Wealth Management | 3 | $2.04M | 0.83% | +3 | New |
| Davis Wealth Advisors, LLC | 3 | $2.04M | 2.25% | +3 | New |
| Acadian Asset Management LLC | 3 | $2.04M | 0.01% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 3 | $2.04M | 0.00% | −2−40.0% | Reduced |
| Russell Investments Group, Ltd. | 3 | $2.04M | 0.00% | −5−62.5% | Reduced |
| Erste Asset Management GmbH | 3 | $2.03M | 0.02% | 00.0% | Unchanged |
| 360 Financial, Inc. | 3,814 | $1.73M | 0.62% | +3,813+381,300.0% | Added |
| Liberty Square Wealth Partners LLC | 2 | $1.44M | 0.52% | +2 | New |
| Vivaldi Capital Management, LLC | 2 | $1.42M | 0.22% | +2 | New |
| Orleans Capital Management Corp | 2 | $1.42M | 0.79% | −198−99.0% | Reduced |
| Berkshire Asset Management LLC | 2 | $1.39M | 0.07% | −1−33.3% | Reduced |
| Harbour Capital Advisors, LLC | 2 | $1.36M | 0.30% | 00.0% | Unchanged |
| 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 |
| Central Trust Co | 2 | $1.36M | 0.03% | −11−84.6% | Reduced |
| Oxford Financial Group Ltd | 2 | $1.36M | 0.09% | −6−75.0% | Reduced |
| National Bank of Canada | 2 | $1.36M | 0.00% | −4−66.7% | Reduced |
| NWK Group, Inc. | 2 | $1.36M | 0.53% | −2−50.0% | Reduced |
| Prudential Financial Inc | 2 | $1.36M | 0.00% | −1−33.3% | Reduced |
| J.W. Cole Advisors, Inc. | 2 | $1.36M | 0.05% | −1−33.3% | Reduced |
| Americana Partners, LLC | 2 | $1.36M | 0.06% | −1−33.3% | Reduced |
| Independent Family Office, LLC | 2 | $1.36M | 0.71% | −1−33.3% | Reduced |
| 44 Wealth Management LLC | 2 | $1.36M | 0.52% | 00.0% | Unchanged |
| Synovus Financial Corp | 2 | $1.36M | 0.02% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 2 | $1.36M | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2 | $1.36M | 0.09% | 00.0% | Unchanged |
| Univest Financial Corp | 2 | $1.36M | 0.09% | 00.0% | Unchanged |
| Schwartz Investment Counsel Inc | 2 | $1.36M | 0.05% | 00.0% | Unchanged |
| Cadinha & Co LLC | 2 | $1.36M | 0.23% | 00.0% | Unchanged |
| Schwerin Boyle Capital Management Inc | 2 | $1.36M | 0.14% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 2 | $1.36M | 0.18% | 00.0% | Unchanged |
| Excalibur Management Corp | 2 | $1.36M | 0.54% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 2 | $1.36M | 0.00% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 2 | $1.36M | 0.13% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 2 | $1.36M | 0.01% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 2 | $1.36M | 0.32% | 00.0% | Unchanged |
| Kaye Capital Management | 2 | $1.36M | 0.62% | 00.0% | Unchanged |
| Harvey Capital Management Inc | 2 | $1.36M | 0.32% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 2 | $1.36M | 0.01% | 00.0% | Unchanged |
| Trust Co of Virginia | 2 | $1.36M | 0.13% | 00.0% | Unchanged |
| Rational Advisors LLC | 2 | $1.36M | 0.13% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 2 | $1.36M | 0.17% | 00.0% | Unchanged |
| First National Trust Co | 2 | $1.36M | 0.05% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 2 | $1.36M | 0.12% | 00.0% | Unchanged |
| Permit Capital, LLC | 2 | $1.36M | 0.47% | 00.0% | Unchanged |
| Taurus Asset Management, LLC | 2 | $1.36M | 0.13% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 2 | $1.36M | 0.10% | 00.0% | Unchanged |
| Sabal Trust CO | 2 | $1.36M | 0.08% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 2 | $1.36M | 0.23% | 00.0% | Unchanged |
| Biglari Capital Corp. | 2 | $1.36M | 0.16% | 00.0% | Unchanged |
| Hirtle Callaghan & Co LLC | 2 | $1.36M | 0.06% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $1.36M | 0.16% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 2 | $1.36M | 0.12% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 2 | $1.36M | 0.02% | 00.0% | Unchanged |
| Busey Wealth Management | 2 | $1.36M | 0.04% | 00.0% | Unchanged |
| Aldebaran Capital, LLC | 2 | $1.36M | 1.29% | 00.0% | Unchanged |
| Scharf Investments, LLC | 2 | $1.36M | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2 | $1.36M | 0.13% | 00.0% | Unchanged |
| Diversified Trust Co | 2 | $1.36M | 0.03% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 2 | $1.36M | 0.17% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2 | $1.36M | 0.24% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 2 | $1.36M | 0.23% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 200 | $1.36M | 0.24% | 00.0% | Unchanged |
| First Western Trust Bank | 2 | $1.36M | 0.06% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 2 | $1.36M | 0.15% | 00.0% | Unchanged |
| Thomasville National Bank | 2 | $1.36M | 0.10% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2 | $1.36M | 0.04% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 2 | $1.36M | 0.08% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 2 | $1.36M | 0.06% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 2 | $1.36M | 0.24% | 00.0% | Unchanged |
| Lagoda Investment Management, L.P. | 2 | $1.36M | 0.74% | 00.0% | Unchanged |