| 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 |
| JTC Employer Solutions Trusteee Ltd | 9 | $6.79M | 0.58% | 00.0% | Unchanged |
| Country Club Bank | 9 | $6.74M | 0.40% | 00.0% | Unchanged |
| South Dakota Investment Council | 8 | $6.03M | 0.12% | 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 |
| Arkfeld Wealth Strategies, L.L.C. | 8 | $6.00M | 2.19% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 8 | $5.89M | 0.08% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 8 | $5.88M | 0.13% | −5−38.5% | Reduced |
| Equitable Trust Co | 7 | $5.28M | 0.24% | −1−12.5% | Reduced |
| 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 |
| Beddow Capital Management Inc | 7 | $5.28M | 1.95% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 7 | $5.24M | 0.03% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 6 | $4.53M | 0.09% | −65,981−100.0% | Reduced |
| Sunpointe, LLC | 6 | $4.53M | 1.63% | −4−40.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 6 | $4.53M | 0.01% | −3−33.3% | Reduced |
| Parthenon LLC | 6 | $4.53M | 0.50% | −1−14.3% | Reduced |
| Bragg Financial Advisors, Inc | 6 | $4.53M | 0.15% | −1−14.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 6 | $4.53M | 0.50% | −1−14.3% | Reduced |
| Blackhill Capital Inc | 6 | $4.53M | 0.22% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 6 | $4.53M | 1.24% | 00.0% | Unchanged |
| Avenir Corp | 6 | $4.53M | 0.47% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6 | $4.53M | 0.14% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6 | $4.53M | 0.29% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 6 | $4.53M | 0.24% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 6 | $4.53M | 0.42% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 6 | $4.53M | 0.24% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 6 | $4.53M | 0.22% | 00.0% | Unchanged |
| Northstar Group, Inc. | 6 | $4.53M | 0.66% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 6 | $4.53M | 0.34% | 00.0% | Unchanged |
| Taylor, Cottrill, Erickson & Associates, Inc. | 6 | $4.53M | 1.49% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 6 | $4.53M | 0.26% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 6 | $4.53M | 0.17% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 6 | $4.53M | 0.30% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 6 | $4.53M | 1.20% | 00.0% | Unchanged |
| Allie Family Office LLC | 6 | $4.53M | 2.15% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 6 | $4.53M | 0.35% | 00.0% | Unchanged |
| Epacria Capital Partners, LLC | 6 | $4.53M | 3.67% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 6 | $4.53M | 0.15% | 00.0% | Unchanged |
| Canopy Partners, LLC | 6 | $4.53M | 1.51% | 00.0% | Unchanged |
| Pine Harbor Wealth Management, LLC | 6 | $4.53M | 1.45% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 6 | $4.53M | 0.52% | 00.0% | Unchanged |
| KP Management LLC | 6 | $4.53M | 1.59% | 00.0% | Unchanged |