| PFG Private Wealth Management, LLC | 4 | $3.00M | 1.30% | 00.0% | Unchanged |
| One Day In July LLC | 4 | $3.00M | 0.21% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 4 | $3.00M | 0.74% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 4 | $3.00M | 0.42% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 4 | $3.00M | 1.45% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 4 | $3.00M | 0.40% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 4 | $3.00M | 0.07% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 4 | $3.00M | 0.14% | 00.0% | Unchanged |
| Kennon-Green & Company, LLC | 4 | $3.00M | 2.34% | 00.0% | Unchanged |
| Vawter Financial, Ltd. | 4 | $3.00M | 1.13% | 00.0% | Unchanged |
| Fogel Capital Management, Inc. | 4 | $3.00M | 1.20% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 4 | $3.00M | 3.00% | 00.0% | Unchanged |
| Keewaydin Investments LLC | 4 | $3.00M | 0.86% | 00.0% | Unchanged |
| Topsail Wealth Management, LLC | 4 | $3.00M | 0.38% | 00.0% | Unchanged |
| Clark Asset Management, LLC | 4 | $3.00M | 0.24% | 00.0% | Unchanged |
| MASTERINVEST Kapitalanlage GmbH | 4 | $3.00M | 0.26% | 00.0% | Unchanged |
| Black Diamond Capital Management I, LLLP | 4 | $3.00M | 1.98% | 00.0% | Unchanged |
| Cambridge Financial Group, LLC | 4 | $3.00M | 0.94% | 00.0% | Unchanged |
| Indivisible Partners | 4 | $3.00M | 0.17% | 00.0% | Unchanged |
| Marble Wealth, LLC | 4 | $3.00M | 0.46% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4 | $3.00M | 0.02% | +1+33.3% | Added |
| Gateway Investment Advisers LLC | 4 | $3.00M | 0.03% | +4 | New |
| Curbstone Financial Management Corp | 4 | $3.00M | 0.51% | +4 | New |
| Naviter Wealth, LLC | 4 | $3.00M | 0.27% | +4 | New |
| Advantage Trust Co | 4 | $3.00M | 1.05% | +4 | New |
| EFG International AG | 4 | $3.00M | 0.05% | −3−42.9% | Reduced |
| First National Bank & Trust Co of Newtown | 4 | $3.07M | 0.62% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 4 | $3.11M | 0.06% | 00.0% | Unchanged |
| McMill Wealth Management | 6,522 | $3.26M | 0.78% | +6,519+217,300.0% | Added |
| Vista Capital Partners, Inc. | 7,138 | $3.57M | 0.31% | +1,462+25.8% | Added |
| Barlow Wealth Partners, Inc. | 5 | $3.74M | 0.40% | 00.0% | Unchanged |
| Cortland Associates Inc | 5 | $3.74M | 0.54% | −1−16.7% | Reduced |
| Boston Family Office LLC | 5 | $3.74M | 0.23% | 00.0% | Unchanged |
| Navigoe, LLC | 5 | $3.74M | 1.96% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 5 | $3.74M | 0.03% | −19−79.2% | Reduced |
| National Philanthropic Trust | 5 | $3.74M | 0.05% | −9−64.3% | Reduced |
| Old National Bancorp | 5 | $3.74M | 0.07% | −2−28.6% | Reduced |
| Signature Estate & Investment Advisors LLC | 0 | $3.74M | 0.07% | 0 | Unchanged |
| Benjamin Edwards Inc | 5 | $3.74M | 0.03% | −2−28.6% | Reduced |
| Ronald Blue Trust, Inc. | 5 | $3.74M | 0.04% | −1−16.7% | Reduced |
| Allie Family Office LLC | 5 | $3.74M | 1.39% | −1−16.7% | Reduced |
| Bank of Nova Scotia | 5 | $3.74M | 0.01% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 5 | $3.74M | 0.03% | 00.0% | Unchanged |
| NBT Bank N A | 5 | $3.74M | 0.25% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 5 | $3.74M | 0.96% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 5 | $3.74M | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 5 | $3.74M | 0.18% | 00.0% | Unchanged |
| Mairs & Power Inc | 5 | $3.74M | 0.03% | 00.0% | Unchanged |
| First Foundation Advisors | 5 | $3.74M | 0.13% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 5 | $3.74M | 0.03% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 5 | $3.74M | 0.44% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 5 | $3.74M | 0.16% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 5 | $3.74M | 0.23% | 00.0% | Unchanged |
| Richard C. Young & CO., LTD. | 5 | $3.74M | 0.28% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 5 | $3.74M | 0.06% | 00.0% | Unchanged |
| Signaturefd, LLC | 5 | $3.74M | 0.05% | 00.0% | Unchanged |
| Narwhal Capital Management | 5 | $3.74M | 0.26% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 5 | $3.74M | 0.48% | 00.0% | Unchanged |
| Main Street Research LLC | 5 | $3.74M | 0.18% | 00.0% | Unchanged |
| Atria Investments LLC | 5 | $3.74M | 0.04% | 00.0% | Unchanged |
| Verity & Verity, LLC | 5 | $3.74M | 0.26% | 00.0% | Unchanged |
| CORDA Investment Management, LLC. | 5 | $3.74M | 0.23% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 5 | $3.74M | 0.54% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 5 | $3.74M | 1.14% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 5 | $3.74M | 0.46% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 5 | $3.74M | 0.12% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 5 | $3.74M | 0.18% | 00.0% | Unchanged |
| Blankinship & Foster, LLC | 5 | $3.74M | 0.76% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5 | $3.74M | 0.13% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 5 | $3.74M | 0.33% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5 | $3.74M | 1.52% | 00.0% | Unchanged |
| We Are One Seven, LLC | 5 | $3.74M | 0.06% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 5 | $3.74M | 0.62% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 5 | $3.74M | 0.12% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 5 | $3.74M | 0.55% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 5 | $3.74M | 0.19% | 00.0% | Unchanged |
| Pine Ridge Advisers LLC | 5 | $3.74M | 0.23% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 5 | $3.74M | 0.75% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 5 | $3.74M | 0.28% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 5 | $3.74M | 0.27% | 00.0% | Unchanged |
| Dixon Fnancial Services, Inc. | 5 | $3.74M | 1.52% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 5 | $3.74M | 0.14% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 5 | $3.74M | 0.17% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 5 | $3.74M | 0.34% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 5 | $3.74M | 0.31% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 5 | $3.74M | 0.15% | 00.0% | Unchanged |
| English Capital Management LLC | 5 | $3.74M | 1.83% | 00.0% | Unchanged |
| Hilltop National Bank | 5 | $3.74M | 0.80% | 00.0% | Unchanged |
| RMR Capital Management, LLC | 5 | $3.74M | 2.58% | 00.0% | Unchanged |
| one8zero8, LLC | 5 | $3.74M | 0.74% | 00.0% | Unchanged |
| Titiun Yejiel | 5 | $3.74M | 3.26% | 00.0% | Unchanged |
| Lavelle Capital LP | 5 | $3.74M | 1.90% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 5 | $3.74M | 3.33% | 00.0% | Unchanged |
| First Trust Advisors LP | 5 | $3.74M | 0.00% | +2+66.7% | Added |
| Americana Partners, LLC | 5 | $3.74M | 0.08% | +2+66.7% | Added |
| Cutler Investment Counsel LLC | 5 | $3.74M | 0.35% | +3+150.0% | Added |
| JustInvest LLC | 5 | $3.74M | 0.03% | +3+150.0% | Added |
| Payne Capital Management, LLC | 5 | $3.74M | 1.00% | +5 | New |
| OceanIQ Capital, LLC | 5 | $3.88M | 2.37% | +5 | New |
| Townsend & Associates, Inc | 6 | $4.42M | 0.38% | 00.0% | Unchanged |