| KMG Fiduciary Partners, LLC | 2 | $1.50M | 0.14% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 2 | $1.50M | 0.55% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 2 | $1.50M | 0.09% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2 | $1.50M | 0.29% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 2 | $1.50M | 0.08% | 00.0% | Unchanged |
| Options Solutions, LLC | 2 | $1.50M | 1.06% | 00.0% | Unchanged |
| Epiq Partners, LLC | 2 | $1.50M | 0.64% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $1.50M | 0.25% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 2 | $1.50M | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2 | $1.50M | 0.14% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 2 | $1.50M | 0.08% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 2 | $1.50M | 0.56% | 00.0% | Unchanged |
| NWK Group, Inc. | 2 | $1.50M | 0.46% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 2 | $1.50M | 0.28% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 2 | $1.50M | 0.46% | 00.0% | Unchanged |
| Seven Springs Wealth Group, LLC | 2 | $1.50M | 0.33% | 00.0% | Unchanged |
| First Pacific Financial | 2 | $1.50M | 0.18% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 2 | $1.50M | 0.28% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 2 | $1.50M | 0.43% | 00.0% | Unchanged |
| Snider Financial Group | 2 | $1.50M | 0.38% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 2 | $1.50M | 0.50% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 2 | $1.50M | 0.82% | 00.0% | Unchanged |
| Venator Management LLC | 2 | $1.50M | 0.34% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 2 | $1.50M | 0.13% | 00.0% | Unchanged |
| Halter Ferguson Financial Inc. | 2 | $1.50M | 0.24% | 00.0% | Unchanged |
| Mma Asset Management LLC | 2 | $1.50M | 0.48% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 2 | $1.50M | 0.62% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 2 | $1.50M | 0.38% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 2 | $1.50M | 0.57% | 00.0% | Unchanged |
| Ignite Planners, LLC | 2 | $1.50M | 0.21% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 2 | $1.50M | 0.38% | 00.0% | Unchanged |
| Melone Private Wealth, LLC | 2 | $1.50M | 0.57% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 2 | $1.50M | 1.00% | 00.0% | Unchanged |
| New Perspectives, Inc | 2 | $1.50M | 0.46% | 00.0% | Unchanged |
| Bryant Woods Investment Advisors, LLC | 2 | $1.50M | 0.42% | 00.0% | Unchanged |
| Vance Wealth, Inc. | 2 | $1.50M | 0.34% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2 | $1.50M | 0.02% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 2 | $1.50M | 0.32% | 00.0% | Unchanged |
| Forte Asset Management LLC | 2 | $1.50M | 0.61% | 00.0% | Unchanged |
| Carr Financial Group Corp | 2 | $1.50M | 0.34% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 2 | $1.50M | 0.23% | 00.0% | Unchanged |
| Cardinal Point Capital Management, ULC | 2 | $1.50M | 0.08% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 2 | $1.50M | 0.12% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 2 | $1.50M | 0.35% | 00.0% | Unchanged |
| Sharper & Granite LLC | 2 | $1.50M | 0.46% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 2 | $1.50M | 0.17% | 00.0% | Unchanged |
| WealthSpring Partners, LLC | 2 | $1.50M | 1.29% | 00.0% | Unchanged |
| Regimen Wealth, LLC | 2 | $1.50M | 0.40% | 00.0% | Unchanged |
| TFB Advisors LLC | 2 | $1.50M | 0.66% | 00.0% | Unchanged |
| Financial Alternatives, Inc | 2 | $1.50M | 0.74% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 2 | $1.50M | 0.06% | 00.0% | Unchanged |
| Rockwood Wealth Management, LLC | 2 | $1.50M | 0.09% | 00.0% | Unchanged |
| Landmark Wealth Management, Inc. | 2 | $1.50M | 0.50% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 2 | $1.50M | 0.09% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 2 | $1.50M | 0.17% | 00.0% | Unchanged |
| Stephenson & Company, Inc. | 2 | $1.50M | 0.70% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 2 | $1.50M | 0.14% | 00.0% | Unchanged |
| HRC Wealth Management, LLC | 2 | $1.50M | 0.61% | 00.0% | Unchanged |
| Farrow Financial Inc. | 2 | $1.50M | 0.80% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 2 | $1.50M | 0.83% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 2 | $1.50M | 1.64% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 2 | $1.50M | 0.65% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 2 | $1.50M | 0.29% | 00.0% | Unchanged |
| Hingham Institution for Savings | 2 | $1.50M | 1.12% | 00.0% | Unchanged |
| 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 |
| Ogorek Anthony Joseph | 2 | $1.50M | 0.37% | 00.0% | Unchanged |
| Plancorp, LLC | 2 | $1.49M | 0.04% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2 | $1.49M | 0.00% | 00.0% | Unchanged |