| Clune & Associates, Ltd. | 9 | $7.19M | 2.21% | +9 | New |
| Van Hulzen Asset Management, LLC | 9 | $7.19M | 0.66% | +1+12.5% | Added |
| Pensionmark Financial Group, LLC | 9 | $7.19M | 0.19% | +2+28.6% | Added |
| Savant Capital, LLC | 9 | $7.19M | 0.06% | +6+200.0% | Added |
| Manchester Capital Management LLC | 9 | $7.19M | 0.88% | +7+350.0% | Added |
| AlTi Global, Inc. | 9 | $7.19M | 0.19% | +6+200.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 9 | $7.19M | 0.59% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 9 | $7.20M | 1.11% | 00.0% | Unchanged |
| LM Advisors LLC | 10 | $7.98M | 1.44% | 00.0% | Unchanged |
| Glenview Trust Co | 10 | $7.98M | 0.16% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 10 | $7.98M | 0.52% | −10,142−99.9% | Reduced |
| Adviser Investments LLC | 10 | $7.98M | 0.10% | −1−9.1% | Reduced |
| Oliver Luxxe Assets LLC | 10 | $7.98M | 1.48% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 10 | $7.98M | 0.15% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 10 | $7.98M | 4.72% | 00.0% | Unchanged |
| London Co of Virginia | 10 | $7.98M | 0.05% | 00.0% | Unchanged |
| Credit Industriel Et Commercial | 10 | $7.98M | 1.45% | 00.0% | Unchanged |
| Allen Investment Management LLC | 10 | $7.98M | 0.09% | 00.0% | Unchanged |
| Barton Investment Management | 10 | $7.98M | 0.98% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 10 | $7.98M | 0.24% | 00.0% | Unchanged |
| Bizma Investimentos Ltda | 10 | $7.98M | 3.13% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 10 | $7.98M | 0.22% | 00.0% | Unchanged |
| Sunpointe, LLC | 10 | $7.98M | 4.26% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 10 | $7.98M | 0.02% | 00.0% | Unchanged |
| Brookstone Capital Management | 10 | $7.98M | 0.11% | +1+11.1% | Added |
| Courier Capital LLC | 10 | $7.98M | 0.52% | +9+900.0% | Added |
| Brinker Capital Investments, LLC | 10 | $7.98M | 0.08% | +9+900.0% | Added |
| Orion Portfolio Solutions, LLC | 10 | $7.98M | 0.08% | +9+900.0% | Added |
| Salem Investment Counselors Inc | 10 | $7.98M | 0.28% | +10 | New |
| Wescott Financial Advisory Group, LLC | 10 | $7.98M | 0.83% | +10 | New |
| Badgley Phelps Wealth Managers, LLC | 10 | $7.98M | 0.19% | +10 | New |
| Sutton Place Investors LLC | 10 | $7.98M | 5.37% | +10 | New |
| Causey Wealth LLC | 10 | $7.98M | 4.46% | +10 | New |
| Jupiter Wealth Management LLC | 11 | $8.44M | 5.11% | +11 | New |
| Wiley Bros.-Aintree Capital, LLC | 11 | $8.69M | 0.09% | +4+57.1% | Added |
| Schulhoff & Co Inc | 11 | $8.78M | 3.89% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 11 | $8.78M | 0.11% | +1+10.0% | Added |
| Venture Visionary Partners LLC | 11 | $8.78M | 0.37% | +2+22.2% | Added |
| Puzo Michael J | 11 | $8.78M | 2.52% | −1−8.3% | Reduced |
| Evercore Wealth Management, LLC | 11 | $8.78M | 0.14% | −1−8.3% | Reduced |
| Montag A & Associates Inc | 11 | $8.78M | 0.44% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 11 | $8.78M | 0.14% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 11 | $8.78M | 0.33% | 00.0% | Unchanged |
| Aire Advisors, LLC | 11 | $8.78M | 1.85% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 11 | $8.78M | 0.67% | +1+10.0% | Added |
| Parkside Financial Bank & Trust | 11 | $8.78M | 1.12% | +8+266.7% | Added |
| Ritholtz Wealth Management | 11 | $8.78M | 0.26% | +9+450.0% | Added |
| Kavar Capital Partners Group, LLC | 11 | $8.78M | 1.46% | +10+1,000.0% | Added |
| Cornerstone Management, Inc. | 11 | $8.78M | 1.64% | +11 | New |
| Huntington National Bank | 11 | $8.78M | 0.06% | 00.0% | Unchanged |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 11 | $8.78M | 0.32% | +3+37.5% | Added |
| Mutual Advisors, LLC | 12 | $9.55M | 0.27% | +7+140.0% | Added |
| Scotia Capital Inc. | 11 | $9.58M | 0.05% | −1−8.3% | Reduced |
| Sierra Capital LLC | 12 | $9.58M | 1.15% | +2+20.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 12 | $9.58M | 2.43% | 00.0% | Unchanged |
| Old National Bancorp | 12 | $9.58M | 0.25% | +5+71.4% | Added |
| Pecaut & Co. | 12 | $9.58M | 3.26% | −1−7.7% | Reduced |
| Strata Wealth Advisors, LLC | 12 | $9.58M | 2.98% | −1−7.7% | Reduced |
| Bahl & Gaynor Inc | 12 | $9.58M | 0.05% | 00.0% | Unchanged |
| Compass Capital Management, Inc | 12 | $9.58M | 0.63% | 00.0% | Unchanged |
| Keel Point, LLC | 12 | $9.58M | 0.74% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 12 | $9.58M | 3.37% | 00.0% | Unchanged |
| Pangea Capital Gestao de Recursos Ltda. | 12 | $9.58M | 7.99% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 12 | $9.58M | 0.19% | +1+9.1% | Added |
| Virginia Wealth Management Group, Inc. | 12 | $9.58M | 5.92% | +1+9.1% | Added |
| Envestnet Asset Management Inc | 12 | $9.58M | 0.00% | +3+33.3% | Added |
| Transcend Wealth Collective, LLC | 12 | $9.58M | 0.69% | +5+71.4% | Added |
| Oldfather Financial Services, LLC | 12 | $9.58M | 3.64% | +12 | New |
| Prairie Sky Financial Group LLC | 12 | $9.58M | 5.69% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 12 | $9.58M | 2.55% | −188−94.0% | Reduced |
| Bridgewater Advisors Inc. | 12 | $9.62M | 0.83% | +12 | New |
| Wealthspire Advisors, LLC | 13 | $9.98M | 0.06% | +13 | New |
| LMCG Investments, LLC | 13 | $10.4M | 0.69% | −2−13.3% | Reduced |
| Spinnaker Trust | 13 | $10.4M | 0.68% | −1−7.1% | Reduced |
| Griffin Asset Management, Inc. | 13 | $10.4M | 1.27% | 00.0% | Unchanged |
| DF Dent & Co Inc | 13 | $10.4M | 0.14% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 13 | $10.4M | 0.60% | 00.0% | Unchanged |
| Weik Capital Management | 13 | $10.4M | 4.22% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 13 | $10.4M | 1.50% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 13 | $10.4M | 0.94% | 00.0% | Unchanged |
| Rubicon Global Capital Ltd | 13 | $10.4M | 3.54% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 13 | $10.4M | 4.06% | +13 | New |
| Sheaff Brock Investment Advisors, LLC | 13 | $10.4M | 0.95% | +13 | New |
| WealthPlan Investment Management, LLC | 13 | $10.4M | 1.02% | +13 | New |
| Ingalls & Snyder LLC | 13 | $10.4M | 0.34% | 00.0% | Unchanged |
| Pacifica Capital Investments, LLC | 13 | $10.4M | 3.69% | 00.0% | Unchanged |
| Cortland Associates Inc | 14 | $11.2M | 1.34% | +14 | New |
| Rathbone Brothers plc | 14 | $11.2M | 0.05% | −1−6.7% | Reduced |
| Yacktman Asset Management LP | 14 | $11.2M | 0.15% | 00.0% | Unchanged |
| Aviva PLC | 14 | $11.2M | 0.03% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 14 | $11.2M | 1.43% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 14 | $11.2M | 1.57% | 00.0% | Unchanged |
| Argent Trust Co | 14 | $11.2M | 0.46% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 14 | $11.2M | 0.31% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 14 | $11.2M | 5.42% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 14 | $11.2M | 2.56% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 14 | $11.2M | 1.17% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 14 | $11.2M | 0.22% | +1+7.7% | Added |
| Northstar Asset Management Inc | 14 | $11.2M | 3.31% | +3+27.3% | Added |
| Mather Group, LLC. | 14 | $11.2M | 0.13% | +14 | New |
