| LVW Advisors, LLC | 2 | $1.60M | 0.19% | +2 | New |
| SRS Capital Advisors, Inc. | 2 | $1.60M | 0.10% | +2 | New |
| Tradewinds Capital Management, LLC | 2 | $1.60M | 0.43% | +2 | New |
| Harfst & Associates, Inc. | 2 | $1.60M | 0.37% | +2 | New |
| Quadrant Capital Group LLC | 2 | $1.60M | 0.06% | +2 | New |
| Pacific Center for Financial Services | 2 | $1.60M | 0.42% | +2 | New |
| Steel Peak Wealth Management LLC | 2 | $1.60M | 0.07% | +2 | New |
| waypoint wealth counsel | 2 | $1.60M | 1.00% | +2 | New |
| First Pacific Financial | 2 | $1.60M | 0.32% | +2 | New |
| Blodgett Wealth Advisors, LLC | 2 | $1.60M | 1.36% | +2 | New |
| Forum Financial Management, LP | 2 | $1.60M | 0.03% | +2 | New |
| FinDec Wealth Services, Inc. | 2 | $1.60M | 1.58% | +2 | New |
| Ritter Daniher Financial Advisory LLC | 2 | $1.60M | 0.44% | +2 | New |
| Farrow Financial Inc. | 2 | $1.60M | 1.07% | +2 | New |
| LongView Asset Management LLC | 2 | $1.60M | 1.37% | +2 | New |
| Neville Rodie & Shaw Inc | 2 | $1.60M | 0.13% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2 | $1.60M | 0.08% | 00.0% | Unchanged |
| Resources Management Corp | 2 | $1.60M | 0.22% | +2 | New |
| Lathrop Investment Management Corp | 2 | $1.60M | 0.32% | +2 | New |
| SkyView Investment Advisors, LLC | 2 | $1.60M | 0.24% | +2 | New |
| SkyOak Wealth, LLC | 2 | $1.68M | 0.37% | +2 | New |
| 360 Financial, Inc. | 3,583 | $1.91M | 0.69% | −231−6.1% | Reduced |
| Thrivent Financial for Lutherans | 3 | $2.10M | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 3 | $2.32M | 1.67% | 00.0% | Unchanged |
| Apella Capital, LLC | 3 | $2.34M | 0.08% | +3 | New |
| Janus Henderson Group PLC | 3 | $2.37M | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3 | $2.39M | 0.00% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 3 | $2.40M | 0.28% | −1−25.0% | Reduced |
| Mosaic Financial Group, LLC | 3 | $2.40M | 1.95% | −1−25.0% | Reduced |
| Boston Family Office LLC | 3 | $2.40M | 0.17% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 3 | $2.40M | 1.21% | 00.0% | Unchanged |
| First PREMIER Bank | 3 | $2.40M | 0.61% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 3 | $2.40M | 0.13% | +3 | New |
| Associated Banc-Corp | 3 | $2.40M | 0.07% | 00.0% | Unchanged |
| Hoese & Co LLP | 3 | $2.40M | 2.08% | 00.0% | Unchanged |
| First Trust Advisors LP | 3 | $2.40M | 0.00% | +3 | New |
| Atlas Capital Advisors LLC | 3 | $2.40M | 0.30% | +3 | New |
| Citadel Advisors LLC | 3 | $2.40M | 0.00% | −5−62.5% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 3 | $2.40M | 0.08% | −1−25.0% | Reduced |
| Terry L. Blaker | 3 | $2.40M | 0.10% | 00.0% | Unchanged |
| Edgewood Management LLC | 3 | $2.40M | 0.01% | 00.0% | Unchanged |
| Middleton & Co Inc | 3 | $2.40M | 0.28% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $2.40M | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 3 | $2.40M | 0.26% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 3 | $2.40M | 0.22% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 3 | $2.40M | 0.07% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 3 | $2.40M | 0.02% | 00.0% | Unchanged |
| Vicus Capital | 3 | $2.40M | 0.22% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 3 | $2.40M | 0.85% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 3 | $2.40M | 0.05% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 3 | $2.40M | 1.05% | −297−99.0% | Reduced |
| Financial Advisory Service, Inc. | 3 | $2.40M | 0.20% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 3 | $2.40M | 0.36% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 3 | $2.40M | 0.22% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3 | $2.40M | 0.04% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 3 | $2.40M | 0.13% | 00.0% | Unchanged |
| Chicago Capital, LLC | 3 | $2.40M | 0.07% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 3 | $2.40M | 1.12% | 00.0% | Unchanged |
| Bremer Bank National Association | 3 | $2.40M | 0.43% | 00.0% | Unchanged |
| XML Financial, LLC | 3 | $2.40M | 0.22% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 3 | $2.40M | 0.23% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 3 | $2.40M | 1.03% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 3 | $2.40M | 0.69% | 00.0% | Unchanged |
| Bank of New Hampshire | 3 | $2.40M | 0.63% | 00.0% | Unchanged |
| HFR Wealth Management, LLC | 3 | $2.40M | 0.58% | −297−99.0% | Reduced |
| First International Bank & Trust | 3 | $2.40M | 0.76% | 00.0% | Unchanged |
| Eschler Asset Management LLP | 3 | $2.40M | 6.07% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 3 | $2.40M | 0.16% | 00.0% | Unchanged |
| Investidor Profissional Gestao de Recursos Ltda. | 3 | $2.40M | 2.31% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 3 | $2.40M | 0.47% | 00.0% | Unchanged |
| Broyhill Asset Management | 3 | $2.40M | 1.95% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 3 | $2.40M | 0.26% | 00.0% | Unchanged |
| Exchange Bank | 3 | $2.40M | 1.93% | 00.0% | Unchanged |
| Kings Path Partners LLC | 3 | $2.40M | 1.17% | 00.0% | Unchanged |
| American Alpha Advisors, LLC | 3 | $2.40M | 2.12% | 00.0% | Unchanged |
| BXM Wealth LLC | 3 | $2.40M | 2.88% | 00.0% | Unchanged |
| Atlas Legacy Advisors, LLC | 3 | $2.40M | 0.61% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 3 | $2.40M | 1.98% | 00.0% | Unchanged |
| McMill Wealth Management | 3 | $2.40M | 0.86% | 00.0% | Unchanged |
| Davis Wealth Advisors, LLC | 3 | $2.40M | 2.71% | 00.0% | Unchanged |
| Woodward Financial Advisors, Inc. | 3 | $2.40M | 1.14% | −297−99.0% | Reduced |
| Erste Asset Management GmbH | 3 | $2.40M | 0.03% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 3 | $2.40M | 0.08% | +1+50.0% | Added |
| Atom Investors LP | 3 | $2.40M | 0.29% | +1+50.0% | Added |
| Foundations Investment Advisors, LLC | 3 | $2.40M | 0.04% | +1+50.0% | Added |
| Americana Partners, LLC | 3 | $2.40M | 0.09% | +1+50.0% | Added |
| Mission Wealth Management, LP | 3 | $2.40M | 0.06% | +2+200.0% | Added |
| Howe & Rusling Inc | 3 | $2.40M | 0.20% | +3 | New |
| Kanawha Capital Management LLC | 3 | $2.40M | 0.19% | +3 | New |
| Montgomery Investment Management Inc | 3 | $2.40M | 0.95% | +3 | New |
| Suncoast Equity Management | 3 | $2.40M | 0.27% | +3 | New |
| JNBA Financial Advisors | 3 | $2.40M | 0.25% | +3 | New |
| Heritage Wealth Advisors | 3 | $2.40M | 0.12% | +3 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 3 | $2.40M | 1.06% | +3 | New |
| Sowell Financial Services LLC | 3 | $2.40M | 0.11% | +3 | New |
| Schneider Downs Wealth Management Advisors, LP | 3 | $2.40M | 0.43% | +3 | New |
| Resources Investment Advisors, LLC. | 3 | $2.40M | 0.03% | +3 | New |
| Cantor Fitzgerald Investment Adviser L.P. | 3 | $2.40M | 0.17% | +3 | New |
| DeDora Capital, Inc. | 3 | $2.40M | 0.69% | +3 | New |
| Live Oak Private Wealth LLC | 3 | $2.40M | 0.39% | +3 | New |
