| Vawter Financial, Ltd. | 4 | $2.87M | 1.21% | 00.0% | Unchanged |
| Fogel Capital Management, Inc. | 4 | $2.87M | 1.31% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 4 | $2.87M | 3.19% | 00.0% | Unchanged |
| Keewaydin Investments LLC | 4 | $2.87M | 0.91% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 4 | $2.87M | 0.05% | 00.0% | Unchanged |
| Topsail Wealth Management, LLC | 4 | $2.87M | 0.42% | 00.0% | Unchanged |
| Black Diamond Capital Management I, LLLP | 4 | $2.87M | 2.12% | 00.0% | Unchanged |
| Indivisible Partners | 4 | $2.87M | 0.25% | 00.0% | Unchanged |
| Marble Wealth, LLC | 4 | $2.87M | 0.50% | 00.0% | Unchanged |
| Huntington National Bank | 4 | $2.87M | 0.02% | +1+33.3% | Added |
| Cyndeo Wealth Partners, LLC | 4 | $2.87M | 0.15% | +1+33.3% | Added |
| Clark Asset Management, LLC | 4 | $2.87M | 0.27% | +1+33.3% | Added |
| Cambridge Financial Group, LLC | 4 | $2.87M | 0.97% | +3+300.0% | Added |
| Harbour Investments, Inc. | 4 | $2.87M | 0.04% | +4 | New |
| Shufro Rose & Co LLC | 4 | $2.87M | 0.20% | +4 | New |
| Calamos Advisors LLC | 4 | $2.87M | 0.01% | +4 | New |
| Gibbs Wealth Management | 4 | $2.87M | 0.38% | +4 | New |
| Reynders McVeigh Capital Management, LLC | 4 | $2.87M | 0.14% | −11,931−100.0% | Reduced |
| Santa Monica Partners LP | 4 | $2.87M | 1.60% | 00.0% | Unchanged |
| University of Maryland Foundation, Inc. | 4 | $2.87M | 56.32% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 4 | $2.87M | 2.46% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 4 | $2.87M | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4 | $2.88M | 0.03% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 4 | $2.90M | 0.00% | 00.0% | Unchanged |
| Financial Management Network Inc | 4 | $2.91M | 0.45% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 5 | $3.55M | 0.00% | +1+25.0% | Added |
| Barlow Wealth Partners, Inc. | 5 | $3.56M | 0.40% | 00.0% | Unchanged |
| BNP Paribas | 5 | $3.58M | 0.11% | 00.0% | Unchanged |
| Navigoe, LLC | 5 | $3.59M | 2.12% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 5 | $3.59M | 0.04% | −17−77.3% | Reduced |
| Okabena Investment Services Inc | 5 | $3.59M | 0.69% | −2−28.6% | Reduced |
| 1832 Asset Management L.P. | 5 | $3.59M | 0.00% | −1−16.7% | Reduced |
| Coastal Bridge Advisors, LLC | 5 | $3.59M | 0.25% | −1−16.7% | Reduced |
| Bank of Nova Scotia | 5 | $3.59M | 0.01% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 5 | $3.59M | 0.03% | 00.0% | Unchanged |
| NBT Bank N A | 5 | $3.59M | 0.24% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 5 | $3.59M | 1.08% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 5 | $3.59M | 0.19% | 00.0% | Unchanged |
| Mairs & Power Inc | 5 | $3.59M | 0.04% | 00.0% | Unchanged |
| First Foundation Advisors | 5 | $3.59M | 0.14% | 00.0% | Unchanged |
| Rbo & Co LLC | 5 | $3.59M | 0.58% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 5 | $3.59M | 0.03% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 5 | $3.59M | 0.40% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 5 | $3.59M | 0.17% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 5 | $3.59M | 0.05% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 5 | $3.59M | 0.24% | 00.0% | Unchanged |
| Richard C. Young & CO., LTD. | 5 | $3.59M | 0.30% | 00.0% | Unchanged |
| Aspiriant, LLC | 5 | $3.59M | 0.10% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 5 | $3.59M | 0.06% | 00.0% | Unchanged |
| Signaturefd, LLC | 5 | $3.59M | 0.06% | 00.0% | Unchanged |
| Narwhal Capital Management | 5 | $3.59M | 0.26% | 00.0% | Unchanged |
| Fiera Capital Corp | 5 | $3.59M | 0.01% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 5 | $3.59M | 0.50% | 00.0% | Unchanged |
| Main Street Research LLC | 5 | $3.59M | 0.21% | 00.0% | Unchanged |
| Atria Investments LLC | 5 | $3.59M | 0.04% | 00.0% | Unchanged |
| Verity & Verity, LLC | 5 | $3.59M | 0.27% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 5 | $3.59M | 0.58% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 5 | $3.59M | 1.24% | 00.0% | Unchanged |
| St. Louis Trust Co | 5 | $3.59M | 0.42% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 5 | $3.59M | 0.12% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 5 | $3.59M | 0.20% | 00.0% | Unchanged |
| Blankinship & Foster, LLC | 5 | $3.59M | 0.79% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5 | $3.59M | 0.11% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 5 | $3.59M | 0.38% | 00.0% | Unchanged |
| We Are One Seven, LLC | 5 | $3.59M | 0.07% | 00.0% | Unchanged |
| Avondale Wealth Management | 5 | $3.59M | 1.76% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 5 | $3.59M | 0.64% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 5 | $3.59M | 0.13% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 5 | $3.59M | 0.84% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 5 | $3.59M | 0.60% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 5 | $3.59M | 0.21% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $3.59M | 0.44% | 00.0% | Unchanged |
| Addison Advisors LLC | 5 | $3.59M | 0.79% | 00.0% | Unchanged |
| Pine Ridge Advisers LLC | 5 | $3.59M | 0.26% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 5 | $3.59M | 0.29% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 5 | $3.59M | 0.30% | 00.0% | Unchanged |
| Dixon Fnancial Services, Inc. | 5 | $3.59M | 1.61% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 5 | $3.59M | 0.16% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 5 | $3.59M | 0.20% | 00.0% | Unchanged |
| Callan Family Office, LLC | 5 | $3.59M | 0.08% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 5 | $3.59M | 0.40% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 5 | $3.59M | 0.33% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 5 | $3.59M | 0.17% | 00.0% | Unchanged |
| English Capital Management LLC | 5 | $3.59M | 2.11% | 00.0% | Unchanged |
| Hilltop National Bank | 5 | $3.59M | 0.85% | 00.0% | Unchanged |
| RMR Capital Management, LLC | 5 | $3.59M | 2.59% | 00.0% | Unchanged |
| one8zero8, LLC | 5 | $3.59M | 0.80% | 00.0% | Unchanged |
| Titiun Yejiel | 5 | $3.59M | 3.63% | 00.0% | Unchanged |
| Lavelle Capital LP | 5 | $3.59M | 2.23% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 5 | $3.59M | 3.54% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 5 | $3.59M | 0.79% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 5 | $3.59M | 0.53% | +1+25.0% | Added |
| CORDA Investment Management, LLC. | 5 | $3.59M | 0.25% | +1+25.0% | Added |
| Foundations Investment Advisors, LLC | 5 | $3.59M | 0.04% | +1+25.0% | Added |
| Buckingham Strategic Partners | 5 | $3.59M | 0.04% | +1+25.0% | Added |
| Engineers Gate Manager LP | 5 | $3.59M | 0.04% | +2+66.7% | Added |
| TCG Advisory Services, LLC | 5 | $3.59M | 0.09% | +2+66.7% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5 | $3.59M | 1.66% | +5 | New |
| Boston Family Office LLC | 5 | $3.59M | 0.24% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 6 | $4.22M | 0.36% | 00.0% | Unchanged |