| Wedmont Private Capital | 6 | $4.44M | 0.12% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 6 | $4.48M | 0.00% | +1+20.0% | Added |
| Birinyi Associates Inc | 6 | $4.49M | 1.06% | 00.0% | Unchanged |
| Barclays PLC | 6 | $4.49M | 0.00% | −1−14.3% | Reduced |
| Tocqueville Asset Management L.P. | 6 | $4.49M | 0.06% | −1−14.3% | Reduced |
| Prosperity Bancshares Inc | 6 | $4.49M | 2.94% | −1−14.3% | Reduced |
| Parallel Advisors, LLC | 6 | $4.49M | 0.07% | −1−14.3% | Reduced |
| Blackhill Capital Inc | 6 | $4.49M | 0.19% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 6 | $4.49M | 1.11% | 00.0% | Unchanged |
| Avenir Corp | 6 | $4.49M | 0.55% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 6 | $4.49M | 0.53% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6 | $4.49M | 0.12% | 00.0% | Unchanged |
| Parthenon LLC | 6 | $4.49M | 0.47% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 6 | $4.49M | 0.12% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6 | $4.49M | 0.24% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 6 | $4.49M | 0.35% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 6 | $4.49M | 0.00% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 6 | $4.49M | 0.20% | 00.0% | Unchanged |
| Elgethun Capital Management | 6 | $4.49M | 0.63% | 00.0% | Unchanged |
| Taylor, Cottrill, Erickson & Associates, Inc. | 6 | $4.49M | 1.28% | 00.0% | Unchanged |
| Independent Advisor Alliance | 6 | $4.49M | 0.11% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 6 | $4.49M | 0.06% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 6 | $4.49M | 0.22% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 6 | $4.49M | 0.42% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 6 | $4.49M | 0.26% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 6 | $4.49M | 0.22% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 6 | $4.49M | 0.93% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 6 | $4.49M | 0.34% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 6 | $4.49M | 1.41% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 6 | $4.49M | 0.35% | 00.0% | Unchanged |
| Epacria Capital Partners, LLC | 6 | $4.49M | 3.47% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 6 | $4.49M | 0.11% | 00.0% | Unchanged |
| Canopy Partners, LLC | 6 | $4.49M | 1.35% | 00.0% | Unchanged |
| PFG Investments, LLC | 6 | $4.49M | 0.17% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 6 | $4.49M | 0.58% | 00.0% | Unchanged |
| Sunpointe, LLC | 6 | $4.49M | 1.28% | 00.0% | Unchanged |
| Pine Harbor Wealth Management, LLC | 6 | $4.49M | 1.20% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 6 | $4.49M | 0.39% | 00.0% | Unchanged |
| KP Management LLC | 6 | $4.49M | 0.94% | 00.0% | Unchanged |
| IFC Advisors LLC | 6 | $4.49M | 0.57% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 6 | $4.49M | 0.05% | 00.0% | Unchanged |
| 71 West Capital Partners | 6 | $4.49M | 0.16% | 00.0% | Unchanged |
| Elm Partners Management LLC | 6 | $4.49M | 0.16% | 00.0% | Unchanged |
| Trailhead Planners LLC | 6 | $4.49M | 4.34% | +6 | New |
| RWM Asset Management, LLC | 6 | $4.60M | 0.65% | −9−60.0% | Reduced |
| Vestor Capital, LLC | 8,523 | $4.78M | 0.40% | +8,523 | New |
| Farther Finance Advisors, LLC | 7 | $5.24M | 0.04% | −1−12.5% | Reduced |
| Natural Investments, LLC | 7 | $5.24M | 1.15% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 7 | $5.24M | 0.06% | −5−41.7% | Reduced |
| Atlantic Union Bankshares Corp | 7 | $5.24M | 0.09% | −1−12.5% | Reduced |
| Lawson Kroeker Investment Management Inc | 7 | $5.24M | 1.45% | −1−12.5% | Reduced |
| Caldwell Trust Co | 7 | $5.24M | 0.42% | −1−12.5% | Reduced |
| Equitable Trust Co | 7 | $5.24M | 0.22% | 00.0% | Unchanged |
| First Horizon Corp | 7 | $5.24M | 0.20% | 00.0% | Unchanged |
| Stephens Inc | 7 | $5.24M | 0.06% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 7 | $5.24M | 0.09% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 7 | $5.24M | 0.18% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 7 | $5.24M | 2.15% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 7 | $5.24M | 0.30% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 7 | $5.24M | 0.27% | 00.0% | Unchanged |
| Intrust Bank NA | 7 | $5.24M | 0.39% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 7 | $5.24M | 0.17% | 00.0% | Unchanged |
| SCS Capital Management LLC | 7 | $5.24M | 0.05% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 7 | $5.24M | 0.08% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 7 | $5.24M | 0.53% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 7 | $5.24M | 0.68% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 7 | $5.24M | 2.88% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 7 | $5.24M | 0.75% | 00.0% | Unchanged |
| Iowa State Bank | 7 | $5.24M | 0.88% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 7 | $5.24M | 0.26% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 7 | $5.24M | 0.43% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 7 | $5.24M | 0.43% | 00.0% | Unchanged |
| Durante & Waters, LLC | 7 | $5.24M | 3.43% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 7 | $5.24M | 0.11% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 7 | $5.24M | 0.10% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 7 | $5.24M | 0.50% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 7 | $5.24M | 0.03% | 00.0% | Unchanged |
| Windsor Advisory Group, LLC | 7 | $5.24M | 3.81% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 7 | $5.24M | 0.13% | 00.0% | Unchanged |
| Montis Financial, LLC | 7 | $5.24M | 1.07% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 7 | $5.24M | 0.88% | 00.0% | Unchanged |
| Unconventional Investor, LLC | 7 | $5.24M | 2.17% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 7 | $5.24M | 2.52% | 00.0% | Unchanged |
| Bright Financial Advisors, Inc. | 7 | $5.24M | 2.19% | 00.0% | Unchanged |
| Midwest Trust Co | 7 | $5.24M | 0.06% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 7 | $5.24M | 0.06% | +1+16.7% | Added |
| XML Financial, LLC | 7 | $5.24M | 0.38% | +5+250.0% | Added |
| Axxcess Wealth Management, LLC | 7 | $5.24M | 0.08% | +7 | New |
| Limestone Investment Advisors LP | 7 | $5.24M | 2.63% | +7 | New |
| Swedbank AB | 8 | $5.99M | 0.01% | −11−57.9% | Reduced |
| Courier Capital LLC | 8 | $5.99M | 0.30% | −2−20.0% | Reduced |
| Enterprise Financial Services Corp | 8 | $5.99M | 2.45% | −2−20.0% | Reduced |
| Pecaut & Co. | 8 | $5.99M | 1.83% | −2−20.0% | Reduced |
| Aire Advisors, LLC | 8 | $5.99M | 0.97% | −2−20.0% | Reduced |
| Manufacturers Life Insurance Company, The | 8 | $5.99M | 0.00% | −1−11.1% | Reduced |
| Puzo Michael J | 8 | $5.99M | 1.54% | −1−11.1% | Reduced |
| Essex Financial Services, Inc. | 8 | $5.99M | 0.30% | −1−11.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 8 | $5.99M | 1.48% | 00.0% | Unchanged |
| Capital Advisors Inc | 8 | $5.99M | 0.09% | 00.0% | Unchanged |
| Castlekeep Investment Advisors LLC | 8 | $5.99M | 3.00% | 00.0% | Unchanged |