| Integrity Alliance, LLC. | 6 | $4.79M | 0.19% | +6 | New |
| Sandy Spring Bank | 6 | $4.79M | 0.20% | +6 | New |
| First Business Financial Services, Inc. | 6 | $4.79M | 0.47% | +6 | New |
| Nwam LLC | 6 | $4.79M | 0.41% | +6 | New |
| CWA Asset Management Group, LLC | 6 | $4.79M | 0.23% | +6 | New |
| Windsor Advisory Group, LLC | 6 | $4.79M | 6.19% | +6 | New |
| Patriot Investment Management Inc. | 6 | $4.79M | 0.36% | +6 | New |
| Callan Family Office, LLC | 6 | $4.79M | 0.36% | +6 | New |
| Canopy Partners, LLC | 6 | $4.79M | 1.87% | +6 | New |
| Pine Harbor Wealth Management, LLC | 6 | $4.79M | 1.92% | +6 | New |
| Birinyi Associates Inc | 6 | $4.79M | 1.55% | −3−33.3% | Reduced |
| Beaton Management Co. Inc. | 6 | $4.79M | 2.49% | 00.0% | Unchanged |
| Vestor Capital, LLC | 6 | $4.79M | 0.39% | +6 | New |
| Hunter Perkins Capital Management, LLC | 6 | $4.79M | 1.11% | +6 | New |
| Ethic Inc. | 6 | $4.80M | 0.10% | +6 | New |
| HighPoint Advisor Group LLC | 6 | $4.81M | 0.28% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 7 | $5.38M | 0.77% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 7 | $5.53M | 0.95% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 7 | $5.57M | 0.05% | +6+600.0% | Added |
| Prospera Financial Services Inc | 7 | $5.59M | 0.13% | 00.0% | Unchanged |
| GTS Securities LLC | 7 | $5.59M | 0.24% | −18−72.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 7 | $5.59M | 0.21% | −2−22.2% | Reduced |
| Stephens Inc | 7 | $5.59M | 0.08% | −1−12.5% | Reduced |
| Parallel Advisors, LLC | 7 | $5.59M | 0.13% | −1−12.5% | Reduced |
| Atria Wealth Solutions, Inc. | 7 | $5.59M | 0.07% | −1−12.5% | Reduced |
| Tocqueville Asset Management L.P. | 7 | $5.59M | 0.09% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 7 | $5.59M | 4.06% | 00.0% | Unchanged |
| Parthenon LLC | 7 | $5.59M | 0.69% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 7 | $5.59M | 0.03% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 7 | $5.59M | 0.69% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 7 | $5.59M | 3.98% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 7 | $5.59M | 1.73% | 00.0% | Unchanged |
| Main Street Research LLC | 7 | $5.59M | 0.37% | 00.0% | Unchanged |
| Iowa State Bank | 7 | $5.59M | 1.19% | 00.0% | Unchanged |
| Northstar Group, Inc. | 7 | $5.59M | 0.91% | 00.0% | Unchanged |
| Durante & Waters, LLC | 7 | $5.59M | 4.70% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 7 | $5.59M | 0.21% | 00.0% | Unchanged |
| Independent Advisor Alliance | 7 | $5.59M | 0.18% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 7 | $5.59M | 0.40% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 7 | $5.59M | 0.69% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 7 | $5.59M | 1.17% | 00.0% | Unchanged |
| Bradyco, Inc. | 7 | $5.59M | 4.24% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 7 | $5.59M | 2.92% | +2+40.0% | Added |
| Johnson Investment Counsel Inc | 7 | $5.59M | 0.05% | +4+133.3% | Added |
| Signature Estate & Investment Advisors LLC | 0 | $5.59M | 0.15% | 0 | New |
| Allen Capital Group, LLC | 7 | $5.59M | 0.64% | +7 | New |
| Clarius Group, LLC | 7 | $5.59M | 0.35% | +7 | New |
| Alpine Bank Wealth Management | 7 | $5.59M | 0.90% | +7 | New |
| Dimension Capital Management LLC | 7 | $5.59M | 0.99% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 7 | $5.59M | 0.23% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 7 | $5.59M | 0.81% | +4+133.3% | Added |
| RMB Capital Management, LLC | 7 | $5.59M | 0.14% | +6+600.0% | Added |
| Guyasuta Investment Advisors Inc | 7 | $5.59M | 0.37% | +7 | New |
| Bernard Wealth Management Corp. | 7 | $5.59M | 2.73% | +7 | New |
| Arkfeld Wealth Strategies, L.L.C. | 8 | $6.23M | 2.70% | +8 | New |
| NewEdge Wealth, LLC | 8 | $6.39M | 0.12% | −6−42.9% | Reduced |
| Essex Financial Services, Inc. | 8 | $6.39M | 0.46% | −1−11.1% | Reduced |
| Equitable Trust Co | 8 | $6.39M | 0.35% | 00.0% | Unchanged |
| Barclays PLC | 8 | $6.39M | 0.00% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 8 | $6.39M | 0.55% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 8 | $6.39M | 0.11% | 00.0% | Unchanged |
| Clough Capital Partners L P | 8 | $6.39M | 0.81% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 8 | $6.39M | 0.11% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 8 | $6.39M | 1.19% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 8 | $6.39M | 0.53% | 00.0% | Unchanged |
| Absolute Capital Management, LLC | 8 | $6.39M | 3.69% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 8 | $6.39M | 2.73% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 8 | $6.39M | 2.47% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 8 | $6.39M | 1.74% | 00.0% | Unchanged |
| Caldwell Trust Co | 8 | $6.39M | 0.69% | 00.0% | Unchanged |
| Invesco Ltd. | 8 | $6.39M | 0.00% | +1+14.3% | Added |
| Steward Partners Investment Advisory, LLC | 8 | $6.39M | 0.06% | +1+14.3% | Added |
| Lido Advisors, LLC | 8 | $6.39M | 0.04% | +2+33.3% | Added |
| Integrated Wealth Concepts LLC | 8 | $6.39M | 0.07% | +7+700.0% | Added |
| Capital Advisors Inc | 8 | $6.39M | 0.13% | +8 | New |
| American Investment Services, Inc. | 8 | $6.39M | 1.12% | +8 | New |
| Castlekeep Investment Advisors LLC | 8 | $6.39M | 3.28% | +8 | New |
| Capstone Financial Advisors, Inc. | 8 | $6.39M | 0.40% | +8 | New |
| Aprio Wealth Management, LLC | 8 | $6.39M | 0.80% | +8 | New |
| Montis Financial, LLC | 8 | $6.39M | 1.88% | +8 | New |
| Balboa Wealth Partners | 8 | $6.39M | 1.54% | +8 | New |
| Aspiriant, LLC | 8 | $6.39M | 0.22% | −2−20.0% | Reduced |
| Beddow Capital Management Inc | 8 | $6.39M | 2.39% | −1−11.1% | Reduced |
| South Dakota Investment Council | 8 | $6.39M | 0.13% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 8 | $6.39M | 0.07% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 9 | $6.92M | 0.08% | +7+350.0% | Added |
| Country Club Bank | 9 | $7.11M | 0.48% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 9 | $7.19M | 0.80% | −1−10.0% | Reduced |
| Walter & Keenan Financial Consulting Co | 9 | $7.19M | 2.16% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 9 | $7.19M | 0.31% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 9 | $7.19M | 0.46% | 00.0% | Unchanged |
| Weil Company, Inc. | 9 | $7.19M | 2.14% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 9 | $7.19M | 0.06% | 00.0% | Unchanged |
| Napatree Capital LLC | 9 | $7.19M | 4.04% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 9 | $7.19M | 0.19% | +1+12.5% | Added |
| Insigneo Advisory Services, LLC | 9 | $7.19M | 0.74% | +3+50.0% | Added |
| Continuum Advisory, LLC | 9 | $7.19M | 0.93% | +8+800.0% | Added |
| SCS Capital Management LLC | 9 | $7.19M | 0.09% | +9 | New |
| Benchmark Wealth Management, LLC | 9 | $7.19M | 3.48% | +9 | New |
| Channel Wealth LLC | 9 | $7.19M | 2.23% | +9 | New |
