| Graves-Light Private Wealth Management, Inc. | 6 | $4.53M | 0.48% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 6 | $4.53M | 0.29% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 6 | $4.53M | 1.20% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 6 | $4.53M | 0.05% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 6 | $4.53M | 0.37% | 00.0% | Unchanged |
| Epacria Capital Partners, LLC | 6 | $4.53M | 3.59% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 6 | $4.53M | 0.14% | 00.0% | Unchanged |
| Canopy Partners, LLC | 6 | $4.53M | 1.48% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 6 | $4.53M | 0.08% | 00.0% | Unchanged |
| Sunpointe, LLC | 6 | $4.53M | 1.50% | 00.0% | Unchanged |
| Pine Harbor Wealth Management, LLC | 6 | $4.53M | 1.39% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 6 | $4.53M | 0.46% | 00.0% | Unchanged |
| KP Management LLC | 6 | $4.53M | 1.41% | 00.0% | Unchanged |
| IFC Advisors LLC | 6 | $4.53M | 0.66% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 6 | $4.53M | 0.01% | +2+50.0% | Added |
| Johnson Financial Group, LLC | 6 | $4.53M | 0.28% | +2+50.0% | Added |
| Journey Advisory Group, LLC | 6 | $4.53M | 0.38% | +5+500.0% | Added |
| PFG Investments, LLC | 6 | $4.53M | 0.21% | +5+500.0% | Added |
| 71 West Capital Partners | 6 | $4.53M | 0.21% | +6 | New |
| Townsend & Associates, Inc | 6 | $4.43M | 0.40% | 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 |
| BNP Paribas | 5 | $3.77M | 0.11% | 00.0% | Unchanged |
| 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 |
| 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 |
| MASTERINVEST Kapitalanlage GmbH | 4 | $3.02M | 0.29% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 4 | $3.02M | 0.02% | −6−60.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 4 | $3.02M | 0.01% | −2−33.3% | Reduced |
| First National Bank & Trust Co of Newtown | 4 | $3.02M | 0.55% | −1−20.0% | Reduced |
| Joel Isaacson & Co., LLC | 4 | $3.02M | 0.10% | −1−20.0% | Reduced |
| MV Capital Management, Inc. | 4 | $3.02M | 0.29% | −1−20.0% | Reduced |
| Kestra Private Wealth Services, LLC | 4 | $3.02M | 0.04% | −1−20.0% | Reduced |
| Dodge & Cox | 4 | $3.02M | 0.00% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 4 | $3.02M | 0.04% | 00.0% | Unchanged |
| Becker Capital Management Inc | 4 | $3.02M | 0.09% | 00.0% | Unchanged |