| Cove Private Wealth, LLC | 2 | $1.44M | 0.33% | 00.0% | Unchanged |
| American Alpha Advisors, LLC | 2 | $1.44M | 0.84% | 00.0% | Unchanged |
| Hingham Institution for Savings | 2 | $1.44M | 1.27% | 00.0% | Unchanged |
| Westmount Partners, LLC | 2 | $1.44M | 0.35% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 2 | $1.44M | 0.61% | 00.0% | Unchanged |
| Liberty Square Wealth Partners LLC | 2 | $1.44M | 0.40% | 00.0% | Unchanged |
| Snowwater Investment Partners, LLC | 2 | $1.44M | 1.35% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 2 | $1.44M | 0.49% | 00.0% | Unchanged |
| Rexford Capital Inc | 2 | $1.44M | 1.03% | 00.0% | Unchanged |
| Alpha Advisors, LLC | 2 | $1.44M | 1.13% | 00.0% | Unchanged |
| Signet Private Wealth LLC | 2 | $1.44M | 1.37% | 00.0% | Unchanged |
| Davis Wealth Advisors, LLC | 2 | $1.44M | 1.19% | 00.0% | Unchanged |
| Financial Plan, Inc. | 2 | $1.44M | 0.15% | 00.0% | Unchanged |
| Guardsman Private Capital Management, Inc. | 2 | $1.44M | 1.12% | 00.0% | Unchanged |
| Wealth Intelligence, LLC | 2 | $1.44M | 0.69% | 00.0% | Unchanged |
| Robinswood Financial LLC | 2 | $1.44M | 0.45% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 2 | $1.44M | 0.36% | 00.0% | Unchanged |
| Ignite Planners, LLC | 2 | $1.44M | 0.22% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 2 | $1.44M | 0.26% | 00.0% | Unchanged |
| Fairholme Capital Management LLC | 2 | $1.44M | 0.09% | +1+100.0% | Added |
| Golden State Equity Partners | 2 | $1.44M | 0.11% | +1+100.0% | Added |
| Northern Lights Advisors, Inc. | 2 | $1.44M | 0.97% | +1+100.0% | Added |
| Canandaigua National Corp | 2 | $1.44M | 0.13% | +2 | New |
| Intrepid Capital Management Inc | 2 | $1.44M | 0.55% | +2 | New |
| Green Square Capital Advisors LLC | 2 | $1.44M | 0.15% | +2 | New |
| Kiley Juergens Wealth Management, LLC | 2 | $1.44M | 0.25% | +2 | New |
| Monograph Wealth Advisors, LLC | 2 | $1.44M | 0.14% | +2 | New |
| Halter Ferguson Financial Inc. | 2 | $1.44M | 0.32% | +2 | New |
| WealthSpring Partners, LLC | 2 | $1.44M | 1.32% | +2 | New |
| Pine Valley Investments Ltd Liability Co | 2 | $1.44M | 0.07% | +2 | New |
| SMART Wealth LLC | 2 | $1.44M | 0.42% | +2 | New |
| NWF Advisory Services Inc. | 2 | $1.44M | 0.16% | +2 | New |
| Colter Lewis Investment Partners LLC | 2 | $1.44M | 1.35% | +2 | New |
| TIAA Wealth Investment Management LLC | 2 | $1.44M | 0.01% | +2 | New |
| Plancorp, LLC | 2 | $1.44M | 0.04% | 00.0% | Unchanged |
| Scott Capital Advisors, LLC | 2 | $1.44M | 0.29% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 2 | $1.44M | 1.09% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 2 | $1.51M | 0.28% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 2 | $1.60M | 0.51% | 00.0% | Unchanged |
| Waterford Advisors, LLC | 3 | $2.14M | 0.68% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 3 | $2.14M | 0.14% | 00.0% | Unchanged |
| Beto Financial Group, LLC | 3 | $2.15M | 1.26% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 3 | $2.15M | 0.00% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 3 | $2.15M | 0.80% | 00.0% | Unchanged |
| First PREMIER Bank | 3 | $2.15M | 0.50% | 00.0% | Unchanged |
| Trust Co of Kansas | 3 | $2.15M | 1.19% | +2+200.0% | Added |
| Hanson & Doremus Investment Management | 3 | $2.15M | 0.25% | +3 | New |
| First Interstate Bank | 3 | $2.15M | 0.12% | −1−25.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 3 | $2.15M | 0.01% | −1−25.0% | Reduced |
| Institute for Wealth Management, LLC. | 3 | $2.15M | 0.23% | −1−25.0% | Reduced |
| Larson Financial Group LLC | 3 | $2.15M | 0.07% | −1−25.0% | Reduced |
| Inscription Capital, LLC | 3 | $2.15M | 0.23% | −1−25.0% | Reduced |
| North Berkeley Wealth Management, LLC | 3 | $2.15M | 1.14% | −1−25.0% | Reduced |
| Associated Banc-Corp | 3 | $2.15M | 0.06% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 3 | $2.15M | 0.00% | 00.0% | Unchanged |
| Terry L. Blaker | 3 | $2.15M | 0.08% | 00.0% | Unchanged |
| Howe & Rusling Inc | 3 | $2.15M | 0.14% | 00.0% | Unchanged |
| Edgewood Management LLC | 3 | $2.15M | 0.01% | 00.0% | Unchanged |
| Middleton & Co Inc | 3 | $2.15M | 0.25% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $2.15M | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 3 | $2.15M | 0.20% | 00.0% | Unchanged |
| First Trust Advisors LP | 3 | $2.15M | 0.00% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 3 | $2.15M | 0.15% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 3 | $2.15M | 0.09% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 3 | $2.15M | 0.12% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 3 | $2.15M | 0.74% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 3 | $2.15M | 0.17% | 00.0% | Unchanged |
| Suncoast Equity Management | 3 | $2.15M | 0.26% | 00.0% | Unchanged |
| BBR Partners, LLC | 3 | $2.15M | 0.12% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 3 | $2.15M | 0.14% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3 | $2.15M | 0.25% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 3 | $2.15M | 0.07% | 00.0% | Unchanged |
| Roundview Capital LLC | 3 | $2.15M | 0.13% | 00.0% | Unchanged |
| Diversified Trust Co | 3 | $2.15M | 0.04% | 00.0% | Unchanged |
| SFMG, LLC | 3 | $2.15M | 0.15% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 3 | $2.15M | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 3 | $2.15M | 0.18% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 3 | $2.15M | 0.71% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3 | $2.15M | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3 | $2.15M | 0.08% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 3 | $2.15M | 0.85% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 3 | $2.15M | 0.07% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 3 | $2.15M | 0.25% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 3 | $2.15M | 0.26% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 3 | $2.15M | 0.15% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3 | $2.15M | 0.02% | 00.0% | Unchanged |
| Aegis Wealth Management LLC | 3 | $2.15M | 1.23% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 3 | $2.15M | 0.68% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 3 | $2.15M | 0.05% | 00.0% | Unchanged |
| LGL Partners, LLC | 3 | $2.15M | 0.89% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 3 | $2.15M | 0.05% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 3 | $2.15M | 0.24% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 3 | $2.15M | 0.13% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 3 | $2.15M | 0.16% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 3 | $2.15M | 0.72% | 00.0% | Unchanged |
| Atom Investors LP | 3 | $2.15M | 0.15% | 00.0% | Unchanged |
| Chicago Capital, LLC | 3 | $2.15M | 0.06% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 3 | $2.15M | 0.82% | 00.0% | Unchanged |
| Americana Partners, LLC | 3 | $2.15M | 0.06% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 3 | $2.15M | 0.30% | 00.0% | Unchanged |