| Marks Group Wealth Management, Inc | 3 | $2.15M | 0.21% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 3 | $2.15M | 0.67% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 3 | $2.15M | 0.46% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 3 | $2.15M | 0.15% | 00.0% | Unchanged |
| Hoese & Co LLP | 3 | $2.15M | 1.60% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 3 | $2.15M | 0.39% | 00.0% | Unchanged |
| SageGuard Financial Group, LLC | 3 | $2.15M | 0.33% | 00.0% | Unchanged |
| Bank of New Hampshire | 3 | $2.15M | 0.49% | 00.0% | Unchanged |
| HFR Wealth Management, LLC | 3 | $2.15M | 0.53% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 3 | $2.15M | 0.31% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 3 | $2.15M | 1.34% | 00.0% | Unchanged |
| Brooklyn FI, LLC | 3 | $2.15M | 0.45% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 3 | $2.15M | 0.29% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 3 | $2.15M | 0.15% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 3 | $2.15M | 0.36% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 3 | $2.15M | 0.49% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 3 | $2.15M | 0.22% | 00.0% | Unchanged |
| Exchange Bank | 3 | $2.15M | 1.49% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 3 | $2.15M | 0.25% | 00.0% | Unchanged |
| NavPoint Financial, Inc. | 3 | $2.15M | 0.87% | 00.0% | Unchanged |
| Kings Path Partners LLC | 3 | $2.15M | 0.74% | 00.0% | Unchanged |
| RoundAngle Advisors LLC | 3 | $2.15M | 1.61% | 00.0% | Unchanged |
| Atlas Legacy Advisors, LLC | 3 | $2.15M | 0.39% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 3 | $2.15M | 1.53% | 00.0% | Unchanged |
| Holcombe Financial, Inc. | 3 | $2.15M | 1.27% | 00.0% | Unchanged |
| McMill Wealth Management | 3 | $2.15M | 0.57% | 00.0% | Unchanged |
| Focused Alpha, LLC | 3 | $2.15M | 0.67% | 00.0% | Unchanged |
| Rare Wolf Capital LLC | 3 | $2.15M | 1.40% | 00.0% | Unchanged |
| Diesslin Group, Inc. | 3 | $2.15M | 0.97% | 00.0% | Unchanged |
| Sound Portfolio Advisors, LLC | 3 | $2.15M | 1.75% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 3 | $2.15M | 0.00% | +1+50.0% | Added |
| Schonfeld Strategic Advisors LLC | 3 | $2.15M | 0.02% | +2+200.0% | Added |
| AE Wealth Management LLC | 3 | $2.15M | 0.01% | +2+200.0% | Added |
| Integral Investment Advisors, Inc. | 3 | $2.15M | 0.54% | +2+200.0% | Added |
| G2 Capital Management, LLC | 3 | $2.15M | 0.52% | +2+200.0% | Added |
| Delta Asset Management LLC | 3 | $2.15M | 0.20% | +3 | New |
| Carderock Capital Management Inc | 3 | $2.15M | 0.53% | +3 | New |
| Empowered Funds, LLC | 3 | $2.15M | 0.01% | +3 | New |
| Abacus Wealth Partners, LLC | 3 | $2.15M | 0.20% | +3 | New |
| Vanguard National Trust Co | 3 | $2.15M | 0.14% | +3 | New |
| Equitable Holdings, Inc. | 3 | $2.19M | 0.01% | +2+200.0% | Added |
| Vista Capital Partners, Inc. | 5,676 | $2.72M | 0.27% | +70+1.2% | Added |
| Asset One Wealth Management LLC | 4 | $2.81M | 0.31% | +4 | New |
| NorthCrest Asset Manangement, LLC | 4 | $2.87M | 0.09% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 4 | $2.87M | 0.01% | +3+300.0% | Added |
| HBK Sorce Advisory LLC | 4 | $2.87M | 0.06% | 00.0% | Unchanged |
| Johnson Financial Group, LLC | 4 | $2.87M | 0.19% | −2−33.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $2.87M | 0.08% | −1−20.0% | Reduced |
| Bond & Devick Financial Network, Inc. | 4 | $2.87M | 0.80% | −1−20.0% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 4 | $2.87M | 0.30% | 00.0% | Unchanged |
| Dodge & Cox | 4 | $2.87M | 0.00% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 4 | $2.87M | 0.04% | 00.0% | Unchanged |
| Becker Capital Management Inc | 4 | $2.87M | 0.08% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 4 | $2.87M | 0.01% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 4 | $2.87M | 0.08% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4 | $2.87M | 0.26% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 4 | $2.87M | 0.10% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 4 | $2.87M | 0.22% | 00.0% | Unchanged |
| Baxter Bros Inc | 4 | $2.87M | 0.35% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 4 | $2.87M | 0.46% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 4 | $2.87M | 1.06% | 00.0% | Unchanged |
| American National Bank | 4 | $2.87M | 0.27% | 00.0% | Unchanged |
| Coastline Trust Co | 4 | $2.87M | 0.28% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 4 | $2.87M | 0.62% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 4 | $2.87M | 0.03% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 4 | $2.87M | 0.89% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 4 | $2.87M | 0.24% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 4 | $2.87M | 0.01% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 4 | $2.87M | 0.68% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 4 | $2.87M | 0.10% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4 | $2.87M | 0.05% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 4 | $2.87M | 0.39% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 4 | $2.87M | 0.28% | 00.0% | Unchanged |
| Flossbach Von Storch AG | 4 | $2.87M | 0.01% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 4 | $2.87M | 0.18% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 4 | $2.87M | 0.10% | 00.0% | Unchanged |
| Chicago Trust Co NA | 4 | $2.87M | 0.46% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 4 | $2.87M | 0.23% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 4 | $2.87M | 0.49% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 4 | $2.87M | 0.42% | 00.0% | Unchanged |
| KWMG, LLC | 4 | $2.87M | 0.24% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4 | $2.87M | 0.28% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4 | $2.87M | 0.04% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 4 | $2.87M | 0.83% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 4 | $2.87M | 0.57% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 4 | $2.87M | 0.39% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 4 | $2.87M | 0.34% | 00.0% | Unchanged |
| Heritage Trust Co | 6 | $2.87M | 0.29% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 4 | $2.87M | 0.44% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 4 | $2.87M | 0.70% | 00.0% | Unchanged |
| Change Path, LLC | 4 | $2.87M | 0.07% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 4 | $2.87M | 0.34% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 4 | $2.87M | 0.36% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 4 | $2.87M | 1.22% | 00.0% | Unchanged |
| One Day In July LLC | 4 | $2.87M | 0.23% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 4 | $2.87M | 0.49% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 4 | $2.87M | 1.59% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 4 | $2.87M | 0.43% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 4 | $2.87M | 0.08% | 00.0% | Unchanged |
| Kennon-Green & Company, LLC | 4 | $2.87M | 2.35% | 00.0% | Unchanged |