| SMART Wealth LLC | 2 | $1.50M | 0.32% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 2 | $1.50M | 0.14% | 00.0% | Unchanged |
| Westmount Partners, LLC | 2 | $1.50M | 0.33% | 00.0% | Unchanged |
| Liberty Square Wealth Partners LLC | 2 | $1.50M | 0.36% | 00.0% | Unchanged |
| Snowwater Investment Partners, LLC | 2 | $1.50M | 1.04% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 2 | $1.50M | 0.46% | 00.0% | Unchanged |
| Rexford Capital Inc | 2 | $1.50M | 0.92% | 00.0% | Unchanged |
| Alpha Advisors, LLC | 2 | $1.50M | 1.13% | 00.0% | Unchanged |
| Signet Private Wealth LLC | 2 | $1.50M | 1.19% | 00.0% | Unchanged |
| Davis Wealth Advisors, LLC | 2 | $1.50M | 1.16% | 00.0% | Unchanged |
| Financial Plan, Inc. | 2 | $1.50M | 0.14% | 00.0% | Unchanged |
| Colter Lewis Investment Partners LLC | 2 | $1.50M | 0.67% | 00.0% | Unchanged |
| Guardsman Private Capital Management, Inc. | 2 | $1.50M | 1.05% | 00.0% | Unchanged |
| Wealth Intelligence, LLC | 2 | $1.50M | 0.70% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 2 | $1.50M | 0.01% | 00.0% | Unchanged |
| Northern Lights Advisors, Inc. | 2 | $1.50M | 0.81% | 00.0% | Unchanged |
| Robinswood Financial LLC | 2 | $1.50M | 0.43% | 00.0% | Unchanged |
| Valley National Advisers Inc | 2 | $1.50M | 0.17% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 2 | $1.50M | 0.83% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 2 | $1.50M | 0.07% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 2 | $1.50M | 0.07% | +1+100.0% | Added |
| Nwam LLC | 2 | $1.50M | 0.07% | +1+100.0% | Added |
| Milestone Asset Management, LLC | 2 | $1.50M | 0.24% | +1+100.0% | Added |
| Canandaigua National Bank & Trust Co | 2 | $1.50M | 0.13% | +2 | New |
| Balyasny Asset Management LLC | 2 | $1.50M | 0.00% | +2 | New |
| Thomasville National Bank | 2 | $1.50M | 0.08% | +2 | New |
| Prime Capital Investment Advisors, LLC | 2 | $1.50M | 0.01% | +2 | New |
| LMG Wealth Partners, LLC | 2 | $1.50M | 0.24% | +2 | New |
| MSH Capital Advisors LLC | 2 | $1.50M | 0.26% | +2 | New |
| Purpose Unlimited Inc. | 2 | $1.50M | 0.06% | +2 | New |
| Evanson Financial, LLC | 2 | $1.50M | 0.07% | +2 | New |
| Carolina Wealth Management Inc | 2 | $1.50M | 0.69% | +2 | New |
| Succession Financial, Inc. | 2 | $1.50M | 1.45% | +2 | New |
| Beaton Management Co. Inc. | 2 | $1.50M | 0.61% | −4−66.7% | Reduced |
| Ulland Investment Advisors, LLC | 2 | $1.50M | 1.11% | −2−50.0% | Reduced |
| Thrivent Financial for Lutherans | 2 | $1.50M | 0.00% | −1−33.3% | Reduced |
| Stonekeep Investments, LLC | 2 | $1.50M | 0.87% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 2 | $1.50M | 0.10% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 2 | $1.50M | 0.01% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 2 | $1.50M | 0.13% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 2 | $1.50M | 0.27% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 2 | $1.50M | 0.29% | 00.0% | Unchanged |
| Mosaic Financial Group, LLC | 2 | $1.50M | 0.96% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 2 | $1.50M | 0.20% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 2 | $1.51M | 1.11% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 2 | $1.57M | 0.26% | 00.0% | Unchanged |
| Brooklyn FI, LLC | 3 | $2.20M | 0.40% | 00.0% | Unchanged |
| Beto Financial Group, LLC | 3 | $2.21M | 1.16% | 00.0% | Unchanged |
| Zhang Financial LLC | 3 | $2.25M | 0.07% | −5−62.5% | Reduced |
| Modera Wealth Management, LLC | 3 | $2.25M | 0.02% | −2−40.0% | Reduced |
| Callan Family Office, LLC | 3 | $2.25M | 0.04% | −2−40.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3 | $2.25M | 0.18% | −1−25.0% | Reduced |
| Calamos Wealth Management LLC | 3 | $2.25M | 0.07% | −1−25.0% | Reduced |
| Associated Banc-Corp | 3 | $2.25M | 0.05% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 3 | $2.25M | 0.00% | 00.0% | Unchanged |
| Terry L. Blaker | 3 | $2.25M | 0.08% | 00.0% | Unchanged |
| Howe & Rusling Inc | 3 | $2.25M | 0.13% | 00.0% | Unchanged |
| Edgewood Management LLC | 3 | $2.25M | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 3 | $2.25M | 0.19% | 00.0% | Unchanged |
| Middleton & Co Inc | 3 | $2.25M | 0.24% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $2.25M | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 3 | $2.25M | 0.19% | 00.0% | Unchanged |
| First Interstate Bank | 3 | $2.25M | 0.12% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 3 | $2.25M | 0.15% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 3 | $2.25M | 0.49% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 3 | $2.25M | 0.68% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 3 | $2.25M | 0.15% | 00.0% | Unchanged |
| BBR Partners, LLC | 3 | $2.25M | 0.11% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 3 | $2.25M | 0.13% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3 | $2.25M | 0.25% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 3 | $2.25M | 0.01% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 3 | $2.25M | 0.06% | 00.0% | Unchanged |
| Roundview Capital LLC | 3 | $2.25M | 0.12% | 00.0% | Unchanged |
| Diversified Trust Co | 3 | $2.25M | 0.04% | 00.0% | Unchanged |
| SFMG, LLC | 3 | $2.25M | 0.14% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 3 | $2.25M | 0.20% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 3 | $2.25M | 0.02% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 3 | $2.25M | 0.66% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3 | $2.25M | 0.08% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 3 | $2.25M | 0.80% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 3 | $2.25M | 0.06% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 3 | $2.25M | 0.23% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 3 | $2.25M | 0.24% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 3 | $2.25M | 0.14% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3 | $2.25M | 0.02% | 00.0% | Unchanged |
| Aegis Wealth Management LLC | 3 | $2.25M | 1.06% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 3 | $2.25M | 0.62% | 00.0% | Unchanged |
| LGL Partners, LLC | 3 | $2.25M | 0.82% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 3 | $2.25M | 0.05% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 3 | $2.25M | 0.21% | 00.0% | Unchanged |
| AE Wealth Management LLC | 3 | $2.25M | 0.01% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 3 | $2.25M | 0.15% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 3 | $2.25M | 0.67% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3 | $2.25M | 0.06% | 00.0% | Unchanged |
| Chicago Capital, LLC | 3 | $2.25M | 0.05% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 3 | $2.25M | 0.75% | 00.0% | Unchanged |
| Inscription Capital, LLC | 3 | $2.25M | 0.20% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 3 | $2.25M | 0.28% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 3 | $2.25M | 0.20% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 3 | $2.25M | 0.61% | 00.0% | Unchanged |