| Plum Street Advisors, LLC | 1 | $798.4K | 0.38% | +1 | New |
| Base Wealth Management LLC | 1 | $798.4K | 0.61% | +1 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 | $800.3K | 0.06% | +1 | New |
| Colton Groome Financial Advisors, LLC | 1 | $800.5K | 0.31% | 00.0% | Unchanged |
| Net Worth Advisory Group | 1 | $892.2K | 0.28% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 2 | $1.53M | 0.81% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 2 | $1.54M | 0.07% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 2 | $1.55M | 0.00% | −2−50.0% | Reduced |
| Chicago Partners Investment Group LLC | 2 | $1.56M | 0.05% | +2 | New |
| Phillips Wealth Planners LLC | 2 | $1.57M | 1.66% | 00.0% | Unchanged |
| Ignite Planners, LLC | 2 | $1.59M | 0.31% | +2 | New |
| Acadian Asset Management LLC | 2 | $1.60M | 0.00% | −1−33.3% | Reduced |
| Ogorek Anthony Joseph | 2 | $1.60M | 0.53% | +2 | New |
| Valley National Advisers Inc | 2 | $1.60M | 0.29% | +2 | New |
| Lester Murray Antman dba SimplyRich | 2 | $1.60M | 0.46% | +2 | New |
| Natural Investments, LLC | 2 | $1.60M | 0.45% | +2 | New |
| Trust Co of Virginia | 2 | $1.60M | 0.15% | 00.0% | Unchanged |
| Jane Street Group, LLC | 2 | $1.60M | 0.00% | −13−86.7% | Reduced |
| Black Point Wealth Management | 2 | $1.60M | 9.24% | −5−71.4% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2 | $1.60M | 0.50% | −1−33.3% | Reduced |
| Waterford Advisors, LLC | 2 | $1.60M | 0.66% | −298−99.3% | Reduced |
| Liberty Square Wealth Partners LLC | 2 | $1.60M | 0.61% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 2 | $1.60M | 0.94% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 2 | $1.60M | 0.62% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 2 | $1.60M | 0.62% | 00.0% | Unchanged |
| Boothe Investment Group, Inc. | 2 | $1.60M | 0.73% | 00.0% | Unchanged |
| Synovus Financial Corp | 2 | $1.60M | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2 | $1.60M | 0.11% | 00.0% | Unchanged |
| Univest Financial Corp | 2 | $1.60M | 0.10% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 2 | $1.60M | 0.05% | 00.0% | Unchanged |
| Cadinha & Co LLC | 2 | $1.60M | 0.34% | 00.0% | Unchanged |
| Schwerin Boyle Capital Management Inc | 2 | $1.60M | 0.16% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 2 | $1.60M | 0.13% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 2 | $1.60M | 0.21% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 2 | $1.60M | 0.00% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 2 | $1.60M | 0.16% | 00.0% | Unchanged |
| Kaye Capital Management | 2 | $1.60M | 0.65% | 00.0% | Unchanged |
| Harvey Capital Management Inc | 2 | $1.60M | 0.42% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 2 | $1.60M | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 2 | $1.60M | 0.16% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 2 | $1.60M | 0.20% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 2 | $1.60M | 0.11% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 2 | $1.60M | 0.14% | 00.0% | Unchanged |
| Taurus Asset Management, LLC | 2 | $1.60M | 0.16% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 2 | $1.60M | 0.28% | 00.0% | Unchanged |
| Hirtle Callaghan & Co LLC | 2 | $1.60M | 0.06% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 2 | $1.60M | 0.15% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 2 | $1.60M | 0.03% | 00.0% | Unchanged |
| Aldebaran Capital, LLC | 2 | $1.60M | 1.51% | 00.0% | Unchanged |
| Scharf Investments, LLC | 2 | $1.60M | 0.05% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2 | $1.60M | 0.16% | 00.0% | Unchanged |
| Diversified Trust Co | 2 | $1.60M | 0.04% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 2 | $1.60M | 0.20% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2 | $1.60M | 0.29% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 2 | $1.60M | 0.27% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 2 | $1.60M | 0.30% | −198−99.0% | Reduced |
| CapWealth Advisors, LLC | 2 | $1.60M | 0.17% | 00.0% | Unchanged |
| Thomasville National Bank | 2 | $1.60M | 0.12% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2 | $1.60M | 0.04% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 2 | $1.60M | 0.09% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 2 | $1.60M | 0.32% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 2 | $1.60M | 0.73% | 00.0% | Unchanged |
| Lagoda Investment Management, L.P. | 2 | $1.60M | 1.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 2 | $1.60M | 0.62% | 00.0% | Unchanged |
| NorthLanding Financial Partners, LLC | 2 | $1.60M | 1.57% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 2 | $1.60M | 0.14% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 2 | $1.60M | 0.29% | 00.0% | Unchanged |
| Parker Investment Management, LLC | 2 | $1.60M | 0.29% | 00.0% | Unchanged |
| Benson Investment Management Company, Inc. | 2 | $1.60M | 0.70% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 2 | $1.60M | 0.67% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 2 | $1.60M | 0.10% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 2 | $1.60M | 0.19% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 2 | $1.60M | 0.20% | 00.0% | Unchanged |
| Allied Investment Advisors, LLC | 2 | $1.60M | 0.30% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 2 | $1.60M | 0.68% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 2 | $1.60M | 0.33% | 00.0% | Unchanged |
| Independent Family Office, LLC | 2 | $1.60M | 0.84% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 2 | $1.60M | 0.27% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 2 | $1.60M | 0.27% | 00.0% | Unchanged |
| JFG Wealth Management, LLC | 2 | $1.60M | 0.36% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 2 | $1.60M | 0.90% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 2 | $1.60M | 0.45% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 2 | $1.60M | 0.37% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 2 | $1.60M | 0.13% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 2 | $1.60M | 0.13% | 00.0% | Unchanged |
| Graypoint LLC | 2 | $1.60M | 0.10% | 00.0% | Unchanged |
| Options Solutions, LLC | 2 | $1.60M | 0.77% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $1.60M | 0.35% | 00.0% | Unchanged |
| NWK Group, Inc. | 2 | $1.60M | 0.73% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 2 | $1.60M | 0.38% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 2 | $1.60M | 0.90% | 00.0% | Unchanged |
| Seven Springs Wealth Group, LLC | 2 | $1.60M | 0.57% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 2 | $1.60M | 0.67% | 00.0% | Unchanged |
| Snider Financial Group | 2 | $1.60M | 0.52% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 2 | $1.60M | 0.60% | 00.0% | Unchanged |
| F/M Investments LLC | 2 | $1.60M | 0.06% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 2 | $1.60M | 0.45% | 00.0% | Unchanged |
| Sterling Group Wealth Management, LLC | 2 | $1.60M | 0.86% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 2 | $1.60M | 0.35% | 00.0% | Unchanged |
| Melone Private Wealth, LLC | 2 | $1.60M | 0.84% | 00.0% | Unchanged |