| 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 |
| Cypress Point Wealth Management, LLC | 3 | $2.25M | 0.46% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 3 | $2.25M | 0.14% | 00.0% | Unchanged |
| Hoese & Co LLP | 3 | $2.25M | 1.46% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 3 | $2.25M | 0.37% | 00.0% | Unchanged |
| SageGuard Financial Group, LLC | 3 | $2.25M | 0.32% | 00.0% | Unchanged |
| Bank of New Hampshire | 3 | $2.25M | 0.47% | 00.0% | Unchanged |
| HFR Wealth Management, LLC | 3 | $2.25M | 0.55% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 3 | $2.25M | 0.30% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 3 | $2.25M | 0.49% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 3 | $2.25M | 1.26% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 3 | $2.25M | 0.24% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 3 | $2.25M | 0.13% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 3 | $2.25M | 0.43% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 3 | $2.25M | 0.24% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 3 | $2.25M | 0.42% | 00.0% | Unchanged |
| Vanguard National Trust Co | 3 | $2.25M | 0.12% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 3 | $2.25M | 0.20% | 00.0% | Unchanged |
| Exchange Bank | 3 | $2.25M | 1.40% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 3 | $2.25M | 0.25% | 00.0% | Unchanged |
| NavPoint Financial, Inc. | 3 | $2.25M | 0.83% | 00.0% | Unchanged |
| Kings Path Partners LLC | 3 | $2.25M | 0.60% | 00.0% | Unchanged |
| Atlas Legacy Advisors, LLC | 3 | $2.25M | 0.33% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 3 | $2.25M | 1.45% | 00.0% | Unchanged |
| Holcombe Financial, Inc. | 3 | $2.25M | 1.27% | 00.0% | Unchanged |
| North Berkeley Wealth Management, LLC | 3 | $2.25M | 0.91% | 00.0% | Unchanged |
| Focused Alpha, LLC | 3 | $2.25M | 0.58% | 00.0% | Unchanged |
| Rare Wolf Capital LLC | 3 | $2.25M | 1.44% | 00.0% | Unchanged |
| Sound Portfolio Advisors, LLC | 3 | $2.25M | 1.59% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 3 | $2.25M | 0.14% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 3 | $2.25M | 0.04% | +1+50.0% | Added |
| Erste Asset Management GmbH | 3 | $2.25M | 0.02% | +3 | New |
| Daniel Investment Group, Inc. | 3 | $2.25M | 1.33% | +3 | New |
| Beto Financial Group, LLC | 3 | $2.21M | 1.16% | 00.0% | Unchanged |
| Brooklyn FI, LLC | 3 | $2.20M | 0.40% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 2 | $1.57M | 0.26% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 2 | $1.51M | 1.11% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 2 | $1.50M | 0.20% | 00.0% | Unchanged |
| 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 |
| Okabena Investment Services Inc | 2 | $1.50M | 0.27% | −3−60.0% | Reduced |
| Aspiriant, LLC | 2 | $1.50M | 0.04% | −3−60.0% | Reduced |
| Meridian Investment Counsel Inc. | 2 | $1.50M | 0.32% | −2−50.0% | Reduced |
| Sagespring Wealth Partners, LLC | 2 | $1.50M | 0.02% | −2−50.0% | Reduced |
| Equitable Holdings, Inc. | 2 | $1.50M | 0.01% | −1−33.3% | Reduced |
| Fisher Asset Management, LLC | 2 | $1.50M | 0.00% | −1−33.3% | Reduced |
| Chesley Taft & Associates LLC | 2 | $1.50M | 0.06% | −1−33.3% | Reduced |
| JNBA Financial Advisors | 2 | $1.50M | 0.11% | −1−33.3% | Reduced |
| Stratos Wealth Advisors, LLC | 2 | $1.50M | 0.08% | −1−33.3% | Reduced |
| Diesslin Group, Inc. | 2 | $1.50M | 0.58% | −1−33.3% | Reduced |