| Sage Mountain Advisors LLC | 6 | $4.37M | 0.28% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 6 | $4.37M | 0.38% | 00.0% | Unchanged |
| Epacria Capital Partners, LLC | 6 | $4.37M | 3.65% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 6 | $4.37M | 0.17% | 00.0% | Unchanged |
| Canopy Partners, LLC | 6 | $4.37M | 1.60% | 00.0% | Unchanged |
| Pine Harbor Wealth Management, LLC | 6 | $4.37M | 1.54% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 6 | $4.37M | 0.53% | 00.0% | Unchanged |
| KP Management LLC | 6 | $4.37M | 1.77% | 00.0% | Unchanged |
| IFC Advisors LLC | 6 | $4.37M | 0.82% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 6 | $4.37M | 0.09% | 00.0% | Unchanged |
| Taylor, Cottrill, Erickson & Associates, Inc. | 6 | $4.37M | 1.48% | 00.0% | Unchanged |
| 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 |
| Townsend & Associates, Inc | 6 | $4.36M | 0.43% | 00.0% | Unchanged |
| Nwam LLC | 6 | $4.32M | 0.25% | 00.0% | Unchanged |
| Wedmont Private Capital | 6 | $4.32M | 0.18% | 00.0% | Unchanged |
| BNP Paribas | 5 | $3.65M | 0.12% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 5 | $3.64M | 0.05% | −3−37.5% | Reduced |
| Aprio Wealth Management, LLC | 5 | $3.64M | 0.41% | −3−37.5% | Reduced |
| Gryphon Financial Partners LLC | 5 | $3.64M | 0.48% | −2−28.6% | Reduced |
| Main Street Research LLC | 5 | $3.64M | 0.23% | −2−28.6% | Reduced |
| Mairs & Power Inc | 5 | $3.64M | 0.04% | −1−16.7% | Reduced |
| First Foundation Advisors | 5 | $3.64M | 0.14% | −1−16.7% | Reduced |
| Integrity Alliance, LLC. | 5 | $3.64M | 0.20% | −1−16.7% | Reduced |
| CWA Asset Management Group, LLC | 5 | $3.64M | 0.15% | −1−16.7% | Reduced |
| Avondale Wealth Management | 5 | $3.64M | 2.04% | −1−16.7% | Reduced |
| Callan Family Office, LLC | 5 | $3.64M | 0.11% | −1−16.7% | Reduced |
| Bank of Nova Scotia | 5 | $3.64M | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 5 | $3.64M | 0.25% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 5 | $3.64M | 1.17% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 5 | $3.64M | 0.17% | 00.0% | Unchanged |
| Rbo & Co LLC | 5 | $3.64M | 0.58% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 5 | $3.64M | 0.23% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 5 | $3.64M | 0.23% | 00.0% | Unchanged |
| Richard C. Young & CO., LTD. | 5 | $3.64M | 0.36% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 5 | $3.64M | 0.05% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5 | $3.64M | 0.05% | 00.0% | Unchanged |
| Narwhal Capital Management | 5 | $3.64M | 0.29% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 5 | $3.64M | 0.03% | 00.0% | Unchanged |
| Fiera Capital Corp | 5 | $3.64M | 0.01% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 5 | $3.64M | 0.59% | 00.0% | Unchanged |
| Atria Investments LLC | 5 | $3.64M | 0.04% | 00.0% | Unchanged |
| Verity & Verity, LLC | 5 | $3.64M | 0.31% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 5 | $3.64M | 0.55% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $3.64M | 0.13% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 5 | $3.64M | 1.59% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 5 | $3.64M | 0.04% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 5 | $3.64M | 0.67% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5 | $3.64M | 0.37% | 00.0% | Unchanged |
| St. Louis Trust Co | 5 | $3.64M | 0.49% | 00.0% | Unchanged |
| Oak Grove Capital LLC | 5 | $3.64M | 0.84% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 5 | $3.64M | 0.24% | 00.0% | Unchanged |
| Blankinship & Foster, LLC | 5 | $3.64M | 0.85% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5 | $3.64M | 0.16% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 5 | $3.64M | 0.70% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5 | $3.64M | 0.83% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 5 | $3.64M | 0.73% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 5 | $3.64M | 0.37% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $3.64M | 0.50% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 5 | $3.64M | 1.21% | 00.0% | Unchanged |
| Addison Advisors LLC | 5 | $3.64M | 0.91% | 00.0% | Unchanged |
| Pine Ridge Advisers LLC | 5 | $3.64M | 0.23% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 5 | $3.64M | 0.98% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 5 | $3.64M | 0.30% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 5 | $3.64M | 0.34% | 00.0% | Unchanged |
| Dixon Fnancial Services, Inc. | 5 | $3.64M | 1.84% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 5 | $3.64M | 0.25% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 5 | $3.64M | 0.49% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 5 | $3.64M | 0.29% | 00.0% | Unchanged |
| English Capital Management LLC | 5 | $3.64M | 2.41% | 00.0% | Unchanged |
| RMR Capital Management, LLC | 5 | $3.64M | 2.60% | 00.0% | Unchanged |
| one8zero8, LLC | 5 | $3.64M | 0.86% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 5 | $3.64M | 0.73% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 5 | $3.64M | 1.04% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 5 | $3.64M | 0.15% | +1+25.0% | Added |
| Kestra Private Wealth Services, LLC | 5 | $3.64M | 0.05% | +1+25.0% | Added |
| Topsail Wealth Management, LLC | 5 | $3.64M | 0.67% | +1+25.0% | Added |
| First International Bank & Trust | 5 | $3.64M | 1.27% | +2+66.7% | Added |
| Elm Partners Management LLC | 5 | $3.64M | 0.21% | +5 | New |
| Brooklyn FI, LLC | 5 | $3.64M | 0.93% | +5 | New |
| Hilltop National Bank | 5 | $3.64M | 0.95% | +5 | New |
| Barlow Wealth Partners, Inc. | 5 | $3.60M | 0.43% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 5 | $3.46M | 1.29% | 00.0% | Unchanged |
| Aegis Wealth Management LLC | 4 | $3.19M | 1.91% | 00.0% | Unchanged |
| Kennon-Green & Company, LLC | 4 | $2.93M | 2.35% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4 | $2.92M | 0.00% | +1+33.3% | Added |
| AQR Capital Management LLC | 4 | $2.92M | 0.00% | −21−84.0% | Reduced |
| Nine Masts Capital Ltd | 4 | $2.92M | 1.15% | −12−75.0% | Reduced |
| Atria Wealth Solutions, Inc. | 4 | $2.92M | 0.07% | −3−42.9% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 4 | $2.92M | 0.22% | −1−20.0% | Reduced |
| American National Bank | 4 | $2.92M | 0.30% | −1−20.0% | Reduced |
| Wesbanco Bank Inc | 4 | $2.92M | 0.09% | 00.0% | Unchanged |
| Heritage Trust Co | 6 | $2.92M | 0.34% | 00.0% | Unchanged |
| Becker Capital Management Inc | 4 | $2.92M | 0.09% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 4 | $2.92M | 0.52% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4 | $2.92M | 0.07% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 4 | $2.92M | 0.33% | 00.0% | Unchanged |