| Heritage Investment Group, Inc. | 4 | $3.02M | 0.46% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 4 | $3.02M | 0.08% | 00.0% | Unchanged |
| Kennon-Green & Company, LLC | 4 | $3.02M | 2.40% | 00.0% | Unchanged |
| Vawter Financial, Ltd. | 4 | $3.02M | 1.27% | 00.0% | Unchanged |
| Fogel Capital Management, Inc. | 4 | $3.02M | 1.39% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 4 | $3.02M | 3.32% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 4 | $3.02M | 0.05% | 00.0% | Unchanged |
| Topsail Wealth Management, LLC | 4 | $3.02M | 0.44% | 00.0% | Unchanged |
| Black Diamond Capital Management I, LLLP | 4 | $3.02M | 2.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4 | $3.02M | 0.00% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 4 | $3.02M | 0.51% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 4 | $3.02M | 0.10% | +1+33.3% | Added |
| Financial Advisory Service, Inc. | 4 | $3.02M | 0.20% | +1+33.3% | Added |
| Larson Financial Group LLC | 4 | $3.02M | 0.10% | +1+33.3% | Added |
| Buckingham Strategic Partners | 4 | $3.02M | 0.04% | +2+100.0% | Added |
| North Berkeley Wealth Management, LLC | 4 | $3.02M | 1.78% | +2+100.0% | Added |
| TFB Advisors LLC | 4 | $3.02M | 0.84% | +2+100.0% | Added |
| Indiana Trust & Investment Management CO | 4 | $3.02M | 0.89% | +3+300.0% | Added |
| PFG Private Wealth Management, LLC | 4 | $3.02M | 1.32% | +3+300.0% | Added |
| Point72 Asset Management, L.P. | 4 | $3.02M | 0.00% | +4 | New |
| Keewaydin Investments LLC | 4 | $3.02M | 0.80% | +4 | New |
| Indivisible Partners | 4 | $3.02M | 0.33% | +4 | New |
| Marble Wealth, LLC | 4 | $3.02M | 0.42% | +4 | New |
| MASTERINVEST Kapitalanlage GmbH | 4 | $3.02M | 0.29% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 4 | $3.05M | 0.44% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 4 | $3.05M | 0.07% | +3+300.0% | Added |
| Twelve Points Wealth Management LLC | 5 | $3.74M | 0.84% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 5 | $3.74M | 0.40% | 00.0% | Unchanged |
| BNP Paribas | 5 | $3.77M | 0.11% | 00.0% | Unchanged |
| Aspiriant, LLC | 5 | $3.77M | 0.11% | −3−37.5% | Reduced |
| Integrated Wealth Concepts LLC | 5 | $3.77M | 0.04% | −3−37.5% | Reduced |
| Gladstone Institutional Advisory LLC | 5 | $3.77M | 0.14% | −1−16.7% | Reduced |
| Allie Family Office LLC | 5 | $3.77M | 1.76% | −1−16.7% | Reduced |
| Bank of Nova Scotia | 5 | $3.77M | 0.01% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 5 | $3.77M | 0.03% | 00.0% | Unchanged |
| NBT Bank N A | 5 | $3.77M | 0.24% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 5 | $3.77M | 1.10% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 5 | $3.77M | 0.16% | 00.0% | Unchanged |
| Mairs & Power Inc | 5 | $3.77M | 0.04% | 00.0% | Unchanged |
| First Foundation Advisors | 5 | $3.77M | 0.14% | 00.0% | Unchanged |
| Rbo & Co LLC | 5 | $3.77M | 0.60% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 5 | $3.77M | 0.03% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 5 | $3.77M | 0.50% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 5 | $3.77M | 0.22% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 5 | $3.77M | 0.05% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 5 | $3.77M | 0.24% | 00.0% | Unchanged |
| Richard C. Young & CO., LTD. | 5 | $3.77M | 0.34% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 5 | $3.77M | 0.06% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5 | $3.77M | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 5 | $3.77M | 0.06% | 00.0% | Unchanged |
| Narwhal Capital Management | 5 | $3.77M | 0.27% | 00.0% | Unchanged |
| Fiera Capital Corp | 5 | $3.77M | 0.01% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 5 | $3.77M | 0.53% | 00.0% | Unchanged |
| Main Street Research LLC | 5 | $3.77M | 0.22% | 00.0% | Unchanged |
| Atria Investments LLC | 5 | $3.77M | 0.04% | 00.0% | Unchanged |
| Verity & Verity, LLC | 5 | $3.77M | 0.29% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 5 | $3.77M | 0.61% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $3.77M | 0.12% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 5 | $3.77M | 1.32% | 00.0% | Unchanged |
| St. Louis Trust Co | 5 | $3.77M | 0.43% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 5 | $3.77M | 0.14% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 5 | $3.77M | 0.22% | 00.0% | Unchanged |
| Blankinship & Foster, LLC | 5 | $3.77M | 0.82% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5 | $3.77M | 0.14% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 5 | $3.77M | 0.40% | 00.0% | Unchanged |
| Avondale Wealth Management | 5 | $3.77M | 1.94% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 5 | $3.77M | 0.65% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 5 | $3.77M | 0.91% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 5 | $3.77M | 0.65% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 5 | $3.77M | 0.21% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $3.77M | 0.47% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 5 | $3.77M | 1.06% | 00.0% | Unchanged |
| Addison Advisors LLC | 5 | $3.77M | 0.85% | 00.0% | Unchanged |
| Pine Ridge Advisers LLC | 5 | $3.77M | 0.26% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 5 | $3.77M | 0.29% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 5 | $3.77M | 0.32% | 00.0% | Unchanged |
| Dixon Fnancial Services, Inc. | 5 | $3.77M | 1.67% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 5 | $3.77M | 0.21% | 00.0% | Unchanged |
| Callan Family Office, LLC | 5 | $3.77M | 0.08% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 5 | $3.77M | 0.43% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 5 | $3.77M | 0.18% | 00.0% | Unchanged |
| English Capital Management LLC | 5 | $3.77M | 2.36% | 00.0% | Unchanged |
| Hilltop National Bank | 5 | $3.77M | 0.91% | 00.0% | Unchanged |
| RMR Capital Management, LLC | 5 | $3.77M | 2.72% | 00.0% | Unchanged |
| one8zero8, LLC | 5 | $3.77M | 0.82% | 00.0% | Unchanged |
| Navigoe, LLC | 5 | $3.77M | 2.33% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 5 | $3.77M | 0.06% | +1+25.0% | Added |
| We Are One Seven, LLC | 5 | $3.77M | 0.08% | +1+25.0% | Added |
| Prosperity Consulting Group, LLC | 5 | $3.77M | 0.17% | +1+25.0% | Added |
| Boston Family Office LLC | 5 | $3.77M | 0.24% | +2+66.7% | Added |
| Consolidated Portfolio Review Corp | 5 | $3.77M | 0.33% | +5 | New |
| Titiun Yejiel | 5 | $3.77M | 4.64% | +5 | New |
| Lavelle Capital LP | 5 | $3.77M | 2.39% | +5 | New |
| Adkins Seale Capital Management LLC | 5 | $3.77M | 3.73% | +5 | New |
| Townsend & Associates, Inc | 6 | $4.43M | 0.40% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 6 | $4.53M | 0.63% | −1−14.3% | Reduced |
| Independent Advisor Alliance | 6 | $4.53M | 0.11% | −1−14.3% | Reduced |
| Alpine Bank Wealth Management | 6 | $4.53M | 0.64% | −1−14.3% | Reduced |
| Blackhill Capital Inc | 6 | $4.53M | 0.23% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 6 | $4.53M | 1.21% | 00.0% | Unchanged |