| Cypress Point Wealth Management, LLC | 3 | $2.40M | 0.76% | +3 | New |
| Royal Capital Wealth Management, LLC | 3 | $2.40M | 1.68% | +3 | New |
| Axxcess Wealth Management, LLC | 3 | $2.40M | 0.07% | +3 | New |
| Azimuth Capital Investment Management LLC | 3 | $2.40M | 0.10% | +3 | New |
| Rockwood Wealth Management, LLC | 3 | $2.40M | 0.24% | +3 | New |
| Philip James Wealth Mangement, LLC | 3 | $2.40M | 0.29% | +3 | New |
| RoundAngle Advisors LLC | 3 | $2.40M | 2.20% | +3 | New |
| Holcombe Financial, Inc. | 3 | $2.40M | 1.99% | +3 | New |
| Venturi Wealth Management, LLC | 3 | $2.40M | 0.12% | −1−25.0% | Reduced |
| Zhang Financial LLC | 3 | $2.40M | 0.13% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 3 | $2.40M | 0.42% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3 | $2.40M | 0.06% | 00.0% | Unchanged |
| Inscription Capital, LLC | 4 | $2.54M | 0.42% | +4 | New |
| Financial Management Network Inc | 4 | $2.95M | 0.66% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 4 | $3.12M | 0.80% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4 | $3.16M | 0.03% | −1−20.0% | Reduced |
| Rhumbline Advisers | 4 | $3.19M | 0.00% | −16−80.0% | Reduced |
| Chicago Trust Co NA | 4 | $3.19M | 0.57% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 4 | $3.19M | 0.03% | −397−99.0% | Reduced |
| Beck Mack & Oliver LLC | 4 | $3.19M | 0.06% | −4−50.0% | Reduced |
| Meritage Portfolio Management | 4 | $3.19M | 0.21% | −1−20.0% | Reduced |
| First Interstate Bank | 4 | $3.19M | 0.19% | −1−20.0% | Reduced |
| Foundation Resource Management Inc | 4 | $3.19M | 0.50% | −1−20.0% | Reduced |
| Turim 21 Investimentos Ltda. | 4 | $3.19M | 0.86% | 00.0% | Unchanged |
| Dodge & Cox | 4 | $3.19M | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 4 | $3.19M | 0.00% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 4 | $3.19M | 0.05% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 4 | $3.19M | 0.06% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 4 | $3.19M | 0.01% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4 | $3.19M | 0.36% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 4 | $3.19M | 0.01% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 4 | $3.19M | 0.09% | 00.0% | Unchanged |
| Baxter Bros Inc | 4 | $3.19M | 0.42% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 4 | $3.19M | 1.37% | 00.0% | Unchanged |
| Black Diamond Capital Management, L.L.C. | 4 | $3.19M | 1.90% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 4 | $3.19M | 0.10% | 00.0% | Unchanged |
| Coastline Trust Co | 4 | $3.19M | 0.40% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4 | $3.19M | 0.23% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 4 | $3.19M | 0.05% | 00.0% | Unchanged |
| BBR Partners, LLC | 4 | $3.19M | 0.23% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 4 | $3.19M | 0.30% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 4 | $3.19M | 0.43% | 00.0% | Unchanged |
| CORDA Investment Management, LLC. | 4 | $3.19M | 0.25% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 4 | $3.19M | 1.06% | 00.0% | Unchanged |
| Flossbach Von Storch AG | 4 | $3.19M | 0.01% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 4 | $3.19M | 0.69% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4 | $3.19M | 0.05% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 4 | $3.19M | 0.62% | 00.0% | Unchanged |
| Johnson Financial Group, LLC | 4 | $3.19M | 0.34% | 00.0% | Unchanged |
| Change Path, LLC | 4 | $3.19M | 0.10% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 4 | $3.19M | 0.08% | 00.0% | Unchanged |
| Spire Wealth Management | 4 | $3.19M | 0.10% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 4 | $3.19M | 0.10% | 00.0% | Unchanged |
| Fortress Wealth Management, Inc. | 4 | $3.19M | 1.66% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 4 | $3.19M | 0.33% | 00.0% | Unchanged |
| Kennon-Green & Company, LLC | 4 | $3.19M | 2.61% | 00.0% | Unchanged |
| Fogel Capital Management, Inc. | 4 | $3.19M | 1.72% | 00.0% | Unchanged |
| Muirfield Wealth Advisors LLC | 4 | $3.19M | 2.71% | 00.0% | Unchanged |
| Bright Financial Advisors, Inc. | 4 | $3.19M | 1.96% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 4 | $3.19M | 4.05% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 4 | $3.19M | 0.08% | 00.0% | Unchanged |
| Topsail Wealth Management, LLC | 4 | $3.19M | 0.65% | 00.0% | Unchanged |
| Fiduciary Group LLC | 4 | $3.19M | 0.32% | +2+100.0% | Added |
| Buckingham Strategic Partners | 4 | $3.19M | 0.05% | +2+100.0% | Added |
| Cary Street Partners Financial LLC | 4 | $3.19M | 0.10% | +3+300.0% | Added |
| SFMG, LLC | 4 | $3.19M | 0.25% | +3+300.0% | Added |
| LGL Partners, LLC | 4 | $3.19M | 1.54% | +3+300.0% | Added |
| First National Corp | 4 | $3.19M | 0.71% | +4 | New |
| Avantax Planning Partners, Inc. | 4 | $3.19M | 0.11% | +4 | New |
| Woodmont Investment Counsel LLC | 4 | $3.19M | 0.23% | +4 | New |
| Meridian Investment Counsel Inc. | 4 | $3.19M | 0.94% | +4 | New |
| Schwab Charitable Fund | 4 | $3.19M | 0.09% | +4 | New |
| Nadler Financial Group, Inc. | 4 | $3.19M | 0.35% | +4 | New |
| Joel Isaacson & Co., LLC | 4 | $3.19M | 0.14% | +4 | New |
| Summit Financial Strategies, Inc. | 4 | $3.19M | 0.32% | +4 | New |
| Capital Planning Advisors, LLC | 4 | $3.19M | 0.49% | +4 | New |
| Mitchell McLeod Pugh & Williams Inc | 4 | $3.19M | 0.66% | +4 | New |
| KWMG, LLC | 4 | $3.19M | 0.32% | +4 | New |
| Marietta Wealth Management, LLC | 4 | $3.19M | 0.47% | +4 | New |
| CFO4Life Group, LLC | 4 | $3.19M | 0.54% | +4 | New |
| Occidental Asset Management, LLC | 4 | $3.19M | 0.48% | +4 | New |
| Curated Wealth Partners LLC | 4 | $3.19M | 0.41% | +4 | New |
| Vista Wealth Management Group, LLC | 4 | $3.19M | 0.21% | +4 | New |
| Ridgecrest Wealth Partners, LLC | 4 | $3.19M | 1.67% | +4 | New |
| Heritage Investment Group, Inc. | 4 | $3.19M | 0.60% | +4 | New |
| Snowden Capital Advisors LLC | 4 | $3.19M | 0.10% | +4 | New |
| Prosperity Consulting Group, LLC | 4 | $3.19M | 0.25% | +4 | New |
| Vawter Financial, Ltd. | 4 | $3.19M | 1.79% | +4 | New |
| 3Chopt Investment Partners, LLC | 4 | $3.19M | 0.84% | +4 | New |
| Becker Capital Management Inc | 4 | $3.19M | 0.11% | +4 | New |
| Pettyjohn, Wood & White, Inc | 4 | $3.19M | 0.61% | +4 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4 | $3.19M | 0.08% | +4 | New |
| Institute for Wealth Management, LLC. | 4 | $3.19M | 0.41% | +4 | New |
| Compagnie Lombard Odier SCmA | 4 | $3.19M | 0.04% | +4 | New |
| Aegis Wealth Management LLC | 4 | $3.19M | 1.88% | +4 | New |
| Canal Capital Management, LLC | 4 | $3.19M | 0.53% | +4 | New |
| Bristlecone Advisors, LLC | 4 | $3.19M | 0.26% | +4 | New |
| Transform Wealth, LLC | 4 | $3.19M | 0.19% | +4 | New |
| Cambridge Financial Group, LLC | 4 | $3.19M | 1.36% | +4 | New |
| Wesbanco Bank Inc | 4 | $3.19M | 0.11% | 00.0% | Unchanged |
