| East Coast Asset Management, LLC. | 3 | $2.19M | 0.73% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3 | $2.19M | 0.10% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 3 | $2.19M | 0.93% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 3 | $2.19M | 0.16% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 3 | $2.19M | 0.07% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 3 | $2.19M | 0.31% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3 | $2.19M | 0.03% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 3 | $2.19M | 0.95% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 3 | $2.19M | 0.09% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 3 | $2.19M | 0.05% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 3 | $2.19M | 0.33% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 3 | $2.19M | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 3 | $2.19M | 0.12% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 3 | $2.19M | 0.15% | 00.0% | Unchanged |
| Atom Investors LP | 3 | $2.19M | 0.19% | 00.0% | Unchanged |
| Chicago Capital, LLC | 3 | $2.19M | 0.05% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 3 | $2.19M | 0.03% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 3 | $2.19M | 0.98% | 00.0% | Unchanged |
| Americana Partners, LLC | 3 | $2.19M | 0.08% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 3 | $2.19M | 0.33% | 00.0% | Unchanged |
| XML Financial, LLC | 3 | $2.19M | 0.19% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 3 | $2.19M | 0.20% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 3 | $2.19M | 0.82% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 3 | $2.19M | 0.53% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 3 | $2.19M | 0.55% | 00.0% | Unchanged |
| Bank of New Hampshire | 3 | $2.19M | 0.54% | 00.0% | Unchanged |
| HFR Wealth Management, LLC | 3 | $2.19M | 0.53% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 3 | $2.19M | 1.45% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 3 | $2.19M | 0.05% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 3 | $2.19M | 0.13% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 3 | $2.19M | 0.41% | 00.0% | Unchanged |
| Broyhill Asset Management | 3 | $2.19M | 1.99% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 3 | $2.19M | 0.21% | 00.0% | Unchanged |
| Exchange Bank | 3 | $2.19M | 1.73% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 3 | $2.19M | 0.28% | 00.0% | Unchanged |
| Kings Path Partners LLC | 3 | $2.19M | 0.88% | 00.0% | Unchanged |
| American Alpha Advisors, LLC | 3 | $2.19M | 1.76% | 00.0% | Unchanged |
| RoundAngle Advisors LLC | 3 | $2.19M | 1.83% | 00.0% | Unchanged |
| Atlas Legacy Advisors, LLC | 3 | $2.19M | 0.48% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 3 | $2.19M | 1.75% | 00.0% | Unchanged |
| Holcombe Financial, Inc. | 3 | $2.19M | 1.65% | 00.0% | Unchanged |
| Davis Wealth Advisors, LLC | 3 | $2.19M | 2.32% | 00.0% | Unchanged |
| Associated Banc-Corp | 3 | $2.19M | 0.06% | 00.0% | Unchanged |
| First Trust Advisors LP | 3 | $2.19M | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3 | $2.19M | 0.27% | 00.0% | Unchanged |
| Hoese & Co LLP | 3 | $2.19M | 1.76% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 3 | $2.19M | 1.25% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2 | $2.19M | 0.10% | 00.0% | Unchanged |
| Synovus Financial Corp | 3 | $2.19M | 0.03% | +1+50.0% | Added |
| Oxford Financial Group Ltd | 3 | $2.19M | 0.13% | +1+50.0% | Added |
| Waterford Advisors, LLC | 529,664 | $2.19M | 0.81% | +529,662+26,483,100.0% | Added |
| Trust Co of Virginia | 3 | $2.19M | 0.19% | +1+50.0% | Added |
| Calamos Wealth Management LLC | 3 | $2.19M | 0.09% | +2+200.0% | Added |
| Icon Wealth Advisors, LLC | 3 | $2.19M | 0.16% | +2+200.0% | Added |
| Archford Capital Strategies, LLC | 3 | $2.19M | 0.28% | +3 | New |
| Crown Wealth Group, LLC | 3 | $2.19M | 0.82% | +3 | New |
| Limestone Investment Advisors LP | 3 | $2.19M | 0.95% | +3 | New |
| Am Investment Strategies LLC | 3 | $2.19M | 0.51% | −2−40.0% | Reduced |
| Boston Family Office LLC | 3 | $2.19M | 0.15% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 3 | $2.19M | 0.24% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 3 | $2.19M | 0.11% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 3 | $2.19M | 1.01% | 00.0% | Unchanged |
| First PREMIER Bank | 3 | $2.19M | 0.53% | 00.0% | Unchanged |
| Mosaic Financial Group, LLC | 3 | $2.19M | 1.67% | 00.0% | Unchanged |
| Navigoe, LLC | 3 | $2.19M | 1.65% | +2+200.0% | Added |
| Steginsky Capital LLC | 3 | $2.19M | 0.45% | +3 | New |
| Janus Henderson Group PLC | 3 | $2.19M | 0.00% | 00.0% | Unchanged |
| McMill Wealth Management | 3 | $2.18M | 0.72% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 3 | $2.11M | 0.19% | +2+200.0% | Added |
| 360 Financial, Inc. | 3,494 | $1.70M | 0.54% | −89−2.5% | Reduced |
| SkyOak Wealth, LLC | 2 | $1.53M | 0.31% | 00.0% | Unchanged |
| Harvey Capital Management Inc | 2 | $1.47M | 0.34% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 2 | $1.46M | 0.21% | 00.0% | Unchanged |
| Melone Private Wealth, LLC | 2 | $1.46M | 0.75% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 2 | $1.46M | 0.11% | 00.0% | Unchanged |
| Resources Management Corp | 2 | $1.46M | 0.20% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 2 | $1.46M | 0.28% | 00.0% | Unchanged |
| CX Institutional | 2 | $1.46M | 0.05% | +2 | New |
| BCS Private Wealth Management, Inc. | 2 | $1.46M | 0.55% | +2 | New |
| Boston Private Wealth LLC | 2 | $1.46M | 0.08% | −14−87.5% | Reduced |
| Bernard Wealth Management Corp. | 2 | $1.46M | 0.68% | −5−71.4% | Reduced |
| Rocky Mountain Advisers, LLC | 2 | $1.46M | 0.44% | −5−71.4% | Reduced |
| Meritage Portfolio Management | 2 | $1.46M | 0.09% | −2−50.0% | Reduced |
| Fiduciary Group LLC | 2 | $1.46M | 0.14% | −2−50.0% | Reduced |
| Vicus Capital | 2 | $1.46M | 0.12% | −1−33.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 2 | $1.46M | 0.04% | −1−33.3% | Reduced |
| Azimuth Capital Investment Management LLC | 2 | $1.46M | 0.05% | −1−33.3% | Reduced |
| Rockwood Wealth Management, LLC | 2 | $1.46M | 0.13% | −1−33.3% | Reduced |
| Woodward Financial Advisors, Inc. | 2 | $1.46M | 0.60% | −1−33.3% | Reduced |
| Central Trust Co | 2 | $1.46M | 0.03% | 00.0% | Unchanged |
| Chelsea Counsel Co | 2 | $1.46M | 0.72% | 00.0% | Unchanged |
| Cutler Investment Counsel LLC | 2 | $1.46M | 0.16% | 00.0% | Unchanged |
| Biglari Capital Corp. | 2 | $1.46M | 0.17% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 2 | $1.46M | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2 | $1.46M | 0.06% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2 | $1.46M | 0.11% | 00.0% | Unchanged |
| Roundview Capital LLC | 2 | $1.46M | 0.10% | 00.0% | Unchanged |
| First Western Trust Bank | 2 | $1.46M | 0.07% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 2 | $1.46M | 0.33% | 00.0% | Unchanged |
| LVW Advisors, LLC | 2 | $1.46M | 0.16% | 00.0% | Unchanged |