| Davis Selected Advisers | 57,770 | $0 | 0.00% | −8,350−12.6% | Reduced |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Redwood Wealth Management Group, LLC | 1 | $207 | 0.00% | +1 | New |
| Bokf, NA | 2 | $414 | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2 | $414 | 0.00% | +2 | New |
| MCF Advisors LLC | 2 | $418 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3 | $448 | 0.00% | +1+50.0% | Added |
| Mattson Financial Services, LLC | 3 | $621 | 0.00% | +3 | New |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | +1+25.0% | Added |
| Financial Network Wealth Advisors LLC | 5 | $1.03K | 0.00% | +5 | New |
| Robbins Farley LLC | 5 | $1.03K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 5 | $1.03K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 5 | $1.03K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 6 | $1.11K | 0.00% | +6 | New |
| NVWM, LLC | 6 | $1.25K | 0.00% | +3+100.0% | Added |
| Creative Financial Designs Inc | 7 | $1.45K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $1.45K | 0.00% | +3+75.0% | Added |
| AdvisorNet Financial, Inc | 8 | $1.66K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 8 | $1.66K | 0.00% | +8 | New |
| Vista Private Wealth Partners. LLC | 8 | $1.66K | 0.00% | +8 | New |
| Ancora Advisors, LLC | 9 | $1.82K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 9 | $1.86K | 0.00% | +9 | New |
| Hazlett, Burt & Watson, Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 10 | $2.07K | 0.00% | +10 | New |
| Dunhill Financial, LLC | 10 | $2.14K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 11 | $2.28K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 11 | $2.37K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 13 | $2.69K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 13 | $2.69K | 0.00% | +13 | New |
| Sachetta, LLC | 14 | $2.89K | 0.00% | +11+366.7% | Added |
| First Horizon Advisors, Inc. | 14 | $2.90K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 14 | $2.90K | 0.00% | +8+133.3% | Added |
| Valley National Advisers Inc | 19 | $3.00K | 0.00% | +11+137.5% | Added |
| Painted Porch Advisors LLC | 15 | $3.10K | 0.00% | +15 | New |
| Aspect Partners, LLC | 16 | $3.31K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 16 | $3.31K | 0.00% | +1+6.7% | Added |
| Abound Wealth Management | 17 | $3.52K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 18 | $3.79K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 19 | $3.93K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 20 | $4.08K | 0.00% | +8+66.7% | Added |
| Carmichael Hill & Associates, Inc. | 20 | $4.14K | 0.00% | 00.0% | Unchanged |
| HGK Asset Management Inc | 20 | $4.14K | 0.00% | +20 | New |
| Godsey & Gibb Associates | 21 | $4.34K | 0.00% | +21 | New |
| Cullen/Frost Bankers, Inc. | 22 | $4.55K | 0.00% | +12+120.0% | Added |
| Avion Wealth | 27 | $5.00K | 0.00% | +9+50.0% | Added |
| Castleview Partners, LLC | 25 | $5.17K | 0.00% | +11+78.6% | Added |
| FinTrust Capital Advisors, LLC | 25 | $5.17K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 25 | $5.22K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 32 | $6.62K | 0.00% | −5−13.5% | Reduced |
| Private Wealth Management Group, LLC | 34 | $7.04K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 37 | $7.66K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 38 | $7.86K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 40 | $8.28K | 0.00% | +40 | New |
| Brown Brothers Harriman & Co | 41 | $8.48K | 0.00% | +41 | New |
| Washington Trust Advisors, Inc. | 47 | $9.72K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 52 | $11.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 54 | $11.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 54 | $11.2K | 0.00% | −991−94.8% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 55 | $11.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 62 | $12.9K | 0.00% | −1−1.6% | Reduced |
| GW&K Investment Management, LLC | 63 | $13.0K | 0.00% | +11+21.2% | Added |
| Zions Bancorporation, N.A. | 64 | $13.2K | 0.00% | −288−81.8% | Reduced |
| Rothschild Investment LLC | 64 | $13.2K | 0.00% | +31+93.9% | Added |
| Bell Investment Advisors, Inc | 72 | $14.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 76 | $15.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 77 | $15.9K | 0.01% | +44+133.3% | Added |
| Meeder Asset Management Inc | 80 | $16.6K | 0.00% | +80 | New |
| MV Capital Management, Inc. | 80 | $16.6K | 0.00% | +9+12.7% | Added |
| Proequities, Inc. | 80 | $16.7K | 0.00% | +12+17.6% | Added |
| Clearstead Advisors, LLC | 82 | $17.0K | 0.00% | −3−3.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 87 | $18.0K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 87 | $18.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 91 | $18.8K | 0.00% | +26+40.0% | Added |
| Richard W. Paul & Associates, LLC | 92 | $19.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 94 | $19.4K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 96 | $20.0K | 0.01% | +40+71.4% | Added |
| Operose Advisors LLC | 97 | $20.1K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 98 | $20.3K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 99 | $20.5K | 0.01% | +1+1.0% | Added |
| Clear Street Markets LLC | 100 | $21.0K | 0.01% | −100−50.0% | Reduced |
| Jones Financial Companies LLLP | 120 | $24.8K | 0.00% | −61−33.7% | Reduced |
| IFP Advisors, Inc | 121 | $25.0K | 0.00% | +53+77.9% | Added |
| Rosenberg Matthew Hamilton | 124 | $25.3K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 125 | $25.9K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 125 | $25.9K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 129 | $26.7K | 0.00% | +14+12.2% | Added |
| Mather Group, LLC. | 145 | $26.9K | 0.00% | +28+23.9% | Added |
| Deseret Mutual Benefit Administrators | 137 | $28.3K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 137 | $28.6K | 0.00% | +56+69.1% | Added |
| Old Second National Bank of Aurora | 140 | $29.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 143 | $29.6K | 0.00% | −667−82.3% | Reduced |
| Harbor Investment Advisory, LLC | 143 | $29.6K | 0.00% | +2+1.4% | Added |
| Blume Capital Management, Inc. | 150 | $31.0K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 151 | $31.2K | 0.01% | +151 | New |
| Harbour Investments, Inc. | 152 | $31.4K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 153 | $31.7K | 0.01% | +153 | New |
| Core Alternative Capital | 159 | $32.9K | 0.01% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 158 | $33.0K | 0.01% | 00.0% | Unchanged |