| Signature Estate & Investment Advisors LLC | 0 | $5.28M | 0.11% | 0 | Unchanged |
| Old National Bancorp | 7 | $5.28M | 0.09% | 00.0% | Unchanged |
| Stephens Inc | 7 | $5.28M | 0.07% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 7 | $5.28M | 0.20% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 7 | $5.28M | 0.08% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 7 | $5.28M | 3.44% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 7 | $5.28M | 0.30% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 7 | $5.28M | 0.77% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 7 | $5.28M | 0.57% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 7 | $5.28M | 3.17% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 7 | $5.28M | 0.82% | 00.0% | Unchanged |
| Iowa State Bank | 7 | $5.28M | 1.00% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 7 | $5.28M | 0.50% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 7 | $5.28M | 0.48% | 00.0% | Unchanged |
| Lido Advisors, LLC | 7 | $5.28M | 0.02% | 00.0% | Unchanged |
| Clarius Group, LLC | 7 | $5.28M | 0.31% | 00.0% | Unchanged |
| Durante & Waters, LLC | 7 | $5.28M | 3.88% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 7 | $5.28M | 0.13% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7 | $5.28M | 0.10% | 00.0% | Unchanged |
| Independent Advisor Alliance | 7 | $5.28M | 0.14% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 7 | $5.28M | 0.67% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 7 | $5.28M | 0.16% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 7 | $5.28M | 0.91% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 7 | $5.28M | 2.57% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 7 | $5.28M | 0.74% | 00.0% | Unchanged |
| Bright Financial Advisors, Inc. | 7 | $5.28M | 2.58% | 00.0% | Unchanged |
| Intrust Bank NA | 7 | $5.28M | 0.44% | +4+133.3% | Added |
| Chilton Capital Management LLC | 7 | $5.28M | 0.18% | +6+600.0% | Added |
| First Horizon Corp | 7 | $5.28M | 0.25% | +7 | New |
| Unconventional Investor, LLC | 7 | $5.28M | 2.65% | +7 | New |
| Pacific Capital Partners Ltd | 7 | $5.28M | 5.88% | +7 | New |
| Mutual Advisors, LLC | 8 | $5.88M | 0.13% | −5−38.5% | Reduced |
| NewEdge Wealth, LLC | 8 | $5.89M | 0.08% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 8 | $6.00M | 2.19% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 8 | $6.03M | 0.96% | −8−50.0% | Reduced |
| Walter & Keenan Financial Consulting Co | 8 | $6.03M | 1.67% | −1−11.1% | Reduced |
| SCS Capital Management LLC | 8 | $6.03M | 0.07% | −1−11.1% | Reduced |
| Summit Trail Advisors, LLC | 8 | $6.03M | 0.08% | −1−11.1% | Reduced |
| Insigneo Advisory Services, LLC | 8 | $6.03M | 0.42% | −1−11.1% | Reduced |
| Capital Advisors Inc | 8 | $6.03M | 0.10% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 8 | $6.03M | 0.42% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 8 | $6.03M | 0.36% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 8 | $6.03M | 0.11% | 00.0% | Unchanged |
| Castlekeep Investment Advisors LLC | 8 | $6.03M | 2.82% | 00.0% | Unchanged |
| Aspiriant, LLC | 8 | $6.03M | 0.18% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 8 | $6.03M | 0.10% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 8 | $6.03M | 0.33% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 8 | $6.03M | 0.13% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 8 | $6.03M | 0.05% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 8 | $6.03M | 0.41% | 00.0% | Unchanged |
| Montis Financial, LLC | 8 | $6.03M | 1.39% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 8 | $6.03M | 2.19% | 00.0% | Unchanged |
| Balboa Wealth Partners | 8 | $6.03M | 1.04% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 8 | $6.03M | 1.87% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 8 | $6.03M | 1.32% | 00.0% | Unchanged |
| Caldwell Trust Co | 8 | $6.03M | 0.56% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 8 | $6.03M | 0.11% | +2+33.3% | Added |
| United Capital Financial Advisers, LLC | 8 | $6.03M | 0.04% | +3+60.0% | Added |
| Evergreen Capital Management LLC | 8 | $6.03M | 0.14% | +4+100.0% | Added |
| South Dakota Investment Council | 8 | $6.03M | 0.12% | 00.0% | Unchanged |
| Country Club Bank | 9 | $6.74M | 0.40% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 9 | $6.79M | 0.58% | 00.0% | Unchanged |
| Glenview Trust Co | 9 | $6.79M | 0.11% | −1−10.0% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 9 | $6.79M | 0.14% | −1−10.0% | Reduced |
| Mogy Joel R Investment Counsel Inc | 9 | $6.79M | 0.37% | 00.0% | Unchanged |
| Weil Company, Inc. | 9 | $6.79M | 1.63% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 9 | $6.79M | 0.03% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 9 | $6.79M | 0.87% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 9 | $6.79M | 0.50% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 9 | $6.79M | 0.04% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 9 | $6.79M | 0.23% | 00.0% | Unchanged |
| Absolute Capital Management, LLC | 9 | $6.79M | 2.91% | 00.0% | Unchanged |
| AlTi Global, Inc. | 9 | $6.79M | 0.16% | 00.0% | Unchanged |
| Channel Wealth LLC | 9 | $6.79M | 1.82% | 00.0% | Unchanged |
| Clune & Associates, Ltd. | 9 | $6.79M | 1.70% | 00.0% | Unchanged |
| Barclays PLC | 9 | $6.79M | 0.00% | +1+12.5% | Added |
| Manufacturers Life Insurance Company, The | 9 | $6.79M | 0.01% | +2+28.6% | Added |
| Windsor Advisory Group, LLC | 9 | $6.79M | 6.01% | +3+50.0% | Added |
| Sanders Morris Harris LLC | 9 | $6.79M | 0.90% | +9 | New |
| Apella Capital, LLC | 10 | $7.33M | 0.16% | 00.0% | Unchanged |
| Puzo Michael J | 10 | $7.54M | 2.06% | −1−9.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 10 | $7.54M | 0.12% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 10 | $7.54M | 0.22% | 00.0% | Unchanged |
| Courier Capital LLC | 10 | $7.54M | 0.43% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 10 | $7.54M | 3.89% | 00.0% | Unchanged |
| London Co of Virginia | 10 | $7.54M | 0.04% | 00.0% | Unchanged |
| Allen Investment Management LLC | 10 | $7.54M | 0.08% | 00.0% | Unchanged |
| Barton Investment Management | 10 | $7.54M | 0.77% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 10 | $7.54M | 0.02% | 00.0% | Unchanged |
| Brookstone Capital Management | 10 | $7.54M | 0.09% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 10 | $7.54M | 0.43% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 10 | $7.54M | 1.19% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 10 | $7.54M | 0.68% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 10 | $7.54M | 4.30% | 00.0% | Unchanged |
| Bizma Investimentos Ltda | 10 | $7.54M | 2.12% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 10 | $7.54M | 1.15% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 10 | $7.54M | 0.17% | 00.0% | Unchanged |
| LM Advisors LLC | 10 | $7.54M | 1.09% | 00.0% | Unchanged |
| Causey Wealth LLC | 10 | $7.54M | 3.68% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 10 | $7.54M | 1.02% | +1+11.1% | Added |