| Quent Capital, LLC | 9 | $6.79M | 0.49% | +7+350.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 9 | $6.79M | 0.46% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 9 | $6.65M | 0.81% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 8 | $6.10M | 2.16% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 8 | $6.04M | 1.80% | −10−55.6% | Reduced |
| America First Investment Advisors, LLC | 8 | $6.04M | 1.10% | −8−50.0% | Reduced |
| Channel Wealth LLC | 8 | $6.04M | 1.53% | −1−11.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 8 | $6.04M | 1.62% | 00.0% | Unchanged |
| Capital Advisors Inc | 8 | $6.04M | 0.10% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 8 | $6.04M | 0.11% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 8 | $6.04M | 0.39% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 8 | $6.04M | 0.14% | 00.0% | Unchanged |
| SCS Capital Management LLC | 8 | $6.04M | 0.06% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 8 | $6.04M | 0.10% | 00.0% | Unchanged |
| Castlekeep Investment Advisors LLC | 8 | $6.04M | 2.73% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 8 | $6.04M | 0.04% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 8 | $6.04M | 0.10% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 8 | $6.04M | 0.10% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 8 | $6.04M | 1.02% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 8 | $6.04M | 0.39% | 00.0% | Unchanged |
| Balboa Wealth Partners | 8 | $6.04M | 1.00% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 8 | $6.04M | 0.43% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 8 | $6.04M | 1.84% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 8 | $6.04M | 1.20% | 00.0% | Unchanged |
| Caldwell Trust Co | 8 | $6.04M | 0.54% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 8 | $6.04M | 0.07% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 8 | $6.04M | 0.13% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 8 | $6.04M | 0.13% | +2+33.3% | Added |
| Northstar Group, Inc. | 8 | $6.04M | 0.82% | +2+33.3% | Added |
| Evoke Wealth, LLC | 8 | $6.04M | 0.12% | +4+100.0% | Added |
| Zhang Financial LLC | 8 | $6.04M | 0.23% | +5+166.7% | Added |
| FIL Ltd | 8 | $6.04M | 0.00% | +8 | New |
| Argos Wealth Advisors, LLC | 8 | $6.04M | 1.76% | +8 | New |
| Blue Water Asset Management | 8 | $6.04M | 2.17% | +8 | New |
| South Dakota Investment Council | 8 | $6.04M | 0.11% | 00.0% | Unchanged |
| Beddow Capital Management Inc | 8 | $6.04M | 2.28% | +1+14.3% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 8 | $5.96M | 2.05% | 00.0% | Unchanged |
| Midwest Trust Co | 7 | $5.28M | 0.07% | −6−46.2% | Reduced |
| Manchester Capital Management LLC | 7 | $5.28M | 0.72% | −3−30.0% | Reduced |
| Windsor Advisory Group, LLC | 7 | $5.28M | 4.72% | −2−22.2% | Reduced |
| Capstone Financial Advisors, Inc. | 7 | $5.28M | 0.28% | −1−12.5% | Reduced |
| Wealthcare Advisory Partners LLC | 7 | $5.28M | 0.10% | −1−12.5% | Reduced |
| Montis Financial, LLC | 7 | $5.28M | 1.04% | −1−12.5% | Reduced |
| Equitable Trust Co | 7 | $5.28M | 0.24% | 00.0% | Unchanged |
| First Horizon Corp | 7 | $5.28M | 0.24% | 00.0% | 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 | 3.39% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 7 | $5.28M | 0.30% | 00.0% | Unchanged |
| Intrust Bank NA | 7 | $5.28M | 0.44% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 7 | $5.28M | 0.18% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 0 | $5.28M | 0.11% | 0 | Unchanged |
| Southeast Asset Advisors Inc. | 7 | $5.28M | 0.50% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 7 | $5.28M | 3.00% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 7 | $5.28M | 0.79% | 00.0% | Unchanged |
| Iowa State Bank | 7 | $5.28M | 0.99% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 7 | $5.28M | 0.49% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 7 | $5.28M | 0.46% | 00.0% | Unchanged |
| Clarius Group, LLC | 7 | $5.28M | 0.30% | 00.0% | Unchanged |
| Durante & Waters, LLC | 7 | $5.28M | 3.69% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 7 | $5.28M | 0.12% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7 | $5.28M | 0.10% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 7 | $5.28M | 0.57% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 7 | $5.28M | 0.15% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 7 | $5.28M | 0.89% | 00.0% | Unchanged |
| Unconventional Investor, LLC | 7 | $5.28M | 2.51% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 7 | $5.28M | 2.54% | 00.0% | Unchanged |
| Bright Financial Advisors, Inc. | 7 | $5.28M | 2.50% | 00.0% | Unchanged |
| Pacific Capital Partners Ltd | 7 | $5.28M | 5.61% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 7 | $5.28M | 0.30% | +2+40.0% | Added |
| Axxcess Wealth Management, LLC | 7 | $5.28M | 0.09% | +4+133.3% | Added |
| Farther Finance Advisors, LLC | 7 | $5.28M | 0.06% | +4+133.3% | Added |
| Okabena Investment Services Inc | 7 | $5.28M | 1.01% | +5+250.0% | Added |
| Prosperity Bancshares Inc | 7 | $5.28M | 4.77% | +7 | New |
| EFG International AG | 7 | $5.28M | 0.10% | +7 | New |
| Lido Advisors, LLC | 7 | $5.28M | 0.02% | 00.0% | Unchanged |
| Wedmont Private Capital | 7 | $5.21M | 0.18% | +1+16.7% | Added |
| Birinyi Associates Inc | 6 | $4.53M | 1.13% | 00.0% | Unchanged |
| Vestor Capital, LLC | 123,936 | $4.53M | 0.33% | +123,930+2,065,500.0% | Added |
| Beaton Management Co. Inc. | 6 | $4.53M | 2.00% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 6 | $4.53M | 1.05% | 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 |
| Avenir Corp | 6 | $4.53M | 0.49% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6 | $4.53M | 0.14% | 00.0% | Unchanged |
| Parthenon LLC | 6 | $4.53M | 0.49% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 6 | $4.53M | 0.15% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6 | $4.53M | 0.28% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 6 | $4.53M | 0.42% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 6 | $4.53M | 0.21% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 6 | $4.53M | 0.08% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 6 | $4.53M | 0.34% | 00.0% | Unchanged |
| Taylor, Cottrill, Erickson & Associates, Inc. | 6 | $4.53M | 1.42% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 6 | $4.53M | 0.26% | 00.0% | Unchanged |
| Elm Partners Management LLC | 6 | $4.53M | 0.21% | 00.0% | Unchanged |