| McKinley Carter Wealth Services, Inc. | 6 | $4.37M | 0.24% | +1+20.0% | Added |
| Gladstone Institutional Advisory LLC | 6 | $4.37M | 0.18% | +1+20.0% | Added |
| Allie Family Office LLC | 6 | $4.37M | 2.17% | +1+20.0% | Added |
| North Star Investment Management Corp. | 6 | $4.37M | 0.30% | +2+50.0% | Added |
| Atlantic Union Bankshares Corp | 6 | $4.37M | 0.10% | +6 | New |
| Birinyi Associates Inc | 6 | $4.37M | 1.28% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 6 | $4.37M | 2.14% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 6 | $4.37M | 1.03% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6 | $4.79M | 2.68% | 00.0% | Unchanged |
| Old National Bancorp | 7 | $5.10M | 0.09% | −5−41.7% | Reduced |
| Klingenstein Fields & Co LP | 7 | $5.10M | 0.20% | −2−22.2% | Reduced |
| Lido Advisors, LLC | 7 | $5.10M | 0.03% | −1−12.5% | Reduced |
| Guyasuta Investment Advisors Inc | 7 | $5.10M | 0.31% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 7 | $5.10M | 0.80% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 7 | $5.10M | 0.18% | 00.0% | Unchanged |
| Stephens Inc | 7 | $5.10M | 0.07% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 7 | $5.10M | 0.05% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 7 | $5.10M | 0.08% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 7 | $5.10M | 3.58% | 00.0% | Unchanged |
| Parthenon LLC | 7 | $5.10M | 0.58% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 7 | $5.10M | 0.03% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 7 | $5.10M | 0.61% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 7 | $5.10M | 3.38% | 00.0% | Unchanged |
| Iowa State Bank | 7 | $5.10M | 1.02% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 7 | $5.10M | 0.53% | 00.0% | Unchanged |
| Clarius Group, LLC | 7 | $5.10M | 0.30% | 00.0% | Unchanged |
| Durante & Waters, LLC | 7 | $5.10M | 4.01% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 7 | $5.10M | 0.13% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7 | $5.10M | 0.10% | 00.0% | Unchanged |
| Independent Advisor Alliance | 7 | $5.10M | 0.15% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 7 | $5.10M | 0.61% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 7 | $5.10M | 0.18% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 7 | $5.10M | 0.96% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 7 | $5.10M | 2.71% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 7 | $5.10M | 0.77% | 00.0% | Unchanged |
| Bradyco, Inc. | 7 | $5.10M | 3.74% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 7 | $5.10M | 0.82% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 7 | $5.10M | 0.70% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 7 | $5.10M | 0.39% | +1+16.7% | Added |
| Bright Financial Advisors, Inc. | 7 | $5.10M | 2.83% | +3+75.0% | Added |
| Manufacturers Life Insurance Company, The | 7 | $5.10M | 0.00% | +7 | New |
| Beddow Capital Management Inc | 7 | $5.10M | 2.02% | −1−12.5% | Reduced |
| Erste Asset Management GmbH | 7 | $5.11M | 0.04% | +4+133.3% | Added |
| TD Waterhouse Canada Inc. | 7 | $5.13M | 0.04% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 8 | $5.60M | 0.09% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 8 | $5.73M | 2.26% | 00.0% | Unchanged |
| South Dakota Investment Council | 8 | $5.83M | 0.11% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 8 | $5.83M | 0.06% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 8 | $5.83M | 0.13% | −1−11.1% | Reduced |
| Aspiriant, LLC | 8 | $5.83M | 0.19% | 00.0% | Unchanged |
| Equitable Trust Co | 8 | $5.83M | 0.29% | 00.0% | Unchanged |
| Barclays PLC | 8 | $5.83M | 0.00% | 00.0% | Unchanged |
| Capital Advisors Inc | 8 | $5.83M | 0.10% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 8 | $5.83M | 0.43% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 8 | $5.83M | 0.38% | 00.0% | Unchanged |
| Castlekeep Investment Advisors LLC | 8 | $5.83M | 2.85% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 8 | $5.83M | 0.34% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 8 | $5.83M | 0.06% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 8 | $5.83M | 0.44% | 00.0% | Unchanged |
| Montis Financial, LLC | 8 | $5.83M | 1.62% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 8 | $5.83M | 2.35% | 00.0% | Unchanged |
| Balboa Wealth Partners | 8 | $5.83M | 1.17% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 8 | $5.83M | 2.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 8 | $5.83M | 1.37% | 00.0% | Unchanged |
| Caldwell Trust Co | 8 | $5.83M | 0.58% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 8 | $5.83M | 0.11% | +1+14.3% | Added |
| Signature Estate & Investment Advisors LLC | 0 | $5.83M | 0.13% | 0 | Unchanged |
| Prospera Financial Services Inc | 8 | $5.83M | 0.11% | +1+14.3% | Added |
| Jane Street Group, LLC | 8 | $5.83M | 0.01% | +6+300.0% | Added |
| Schonfeld Strategic Advisors LLC | 8 | $5.83M | 0.04% | +7+700.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 9 | $6.55M | 0.63% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 9 | $6.56M | 0.25% | −2−18.2% | Reduced |
| AlTi Global, Inc. | 9 | $6.56M | 0.16% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 9 | $6.56M | 0.86% | 00.0% | Unchanged |
| Savant Capital, LLC | 9 | $6.56M | 0.05% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 9 | $6.56M | 0.55% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 9 | $6.56M | 0.15% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 9 | $6.56M | 1.91% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 9 | $6.56M | 0.38% | 00.0% | Unchanged |
| SCS Capital Management LLC | 9 | $6.56M | 0.07% | 00.0% | Unchanged |
| Weil Company, Inc. | 9 | $6.56M | 1.73% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 9 | $6.56M | 0.04% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 9 | $6.56M | 0.66% | 00.0% | Unchanged |
| Benchmark Wealth Management, LLC | 9 | $6.56M | 2.91% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 9 | $6.56M | 0.56% | 00.0% | Unchanged |
| Channel Wealth LLC | 9 | $6.56M | 1.85% | 00.0% | Unchanged |
| Clune & Associates, Ltd. | 9 | $6.56M | 1.80% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 9 | $6.56M | 0.05% | +1+12.5% | Added |
| Absolute Capital Management, LLC | 9 | $6.56M | 3.30% | +1+12.5% | Added |
| Chevy Chase Trust Holdings, Inc. | 9 | $6.56M | 0.02% | +4+80.0% | Added |
| Point72 Asset Management, L.P. | 9 | $6.56M | 0.02% | +9 | New |
| Summit Trail Advisors, LLC | 9 | $6.56M | 0.11% | +9 | New |
| Country Club Bank | 9 | $6.58M | 0.41% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 10 | $7.04M | 0.07% | +1+11.1% | Added |
| Apella Capital, LLC | 10 | $7.16M | 0.19% | +7+233.3% | Added |
| Ferguson Wellman Capital Management, Inc | 10 | $7.29M | 0.13% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 10 | $7.29M | 0.23% | 00.0% | Unchanged |
| Courier Capital LLC | 10 | $7.29M | 0.44% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 10 | $7.29M | 3.89% | 00.0% | Unchanged |
| London Co of Virginia | 10 | $7.29M | 0.04% | 00.0% | Unchanged |