| Davis Selected Advisers | 154,730 | $0 | 0.00% | −80−0.1% | Reduced |
| Avion Wealth | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Sofos Investments, Inc. | 0 | $2 | 0.00% | −23−100.0% | Reduced |
| TD Waterhouse Canada Inc. | 1 | $61 | 0.00% | −2,758−100.0% | Reduced |
| JFS Wealth Advisors, LLC | 1 | $62 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $62 | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 2 | $131 | 0.00% | +2 | New |
| Bokf, NA | 4 | $246 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 4 | $251 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 5 | $308 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 8 | $522 | 0.00% | +8 | New |
| Abound Wealth Management | 9 | $561 | 0.00% | −12−57.1% | Reduced |
| Johnson Financial Group, Inc. | 9 | $563 | 0.00% | +9 | New |
| SOA Wealth Advisors, LLC. | 9 | $566 | 0.00% | −6−40.0% | Reduced |
| Wolff Wiese Magana LLC | 10 | $616 | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 10 | $616 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 11 | $677 | 0.00% | +11 | New |
| Dunhill Financial, LLC | 13 | $774 | 0.00% | +1+8.3% | Added |
| Core Alternative Capital | 13 | $800 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 16 | $985 | 0.00% | +16 | New |
| Harvest Fund Management Co., Ltd | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Versant Capital Management, Inc | 17 | $1.05K | 0.00% | −10−37.0% | Reduced |
| Atlas Capital Advisors LLC | 20 | $1.23K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 22 | $1.35K | 0.00% | −20−47.6% | Reduced |
| Trifecta Capital Advisors, LLC | 23 | $1.42K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 23 | $1.42K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 23 | $1.42K | 0.00% | +23 | New |
| Signature Resources Capital Management, LLC | 24 | $1.46K | 0.00% | +1+4.3% | Added |
| Raffa Wealth Management, LLC | 25 | $1.54K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 28 | $1.72K | 0.00% | +28 | New |
| Opal Wealth Advisors, LLC | 28 | $1.72K | 0.00% | +28 | New |
| McIlrath & Eck, LLC | 29 | $1.78K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 45 | $2.00K | 0.00% | −5−10.0% | Reduced |
| Hantz Financial Services, Inc. | 25 | $2.00K | 0.00% | −12−32.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 34 | $2.09K | 0.00% | −235−87.4% | Reduced |
| Prestige Wealth Management Group LLC | 34 | $2.13K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 37 | $2.28K | 0.00% | +37 | New |
| WealthCollab, LLC | 38 | $2.34K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 40 | $2.46K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 40 | $2.46K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 41 | $2.52K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 42 | $2.59K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 43 | $2.65K | 0.00% | +43 | New |
| Cape Investment Advisory, Inc. | 47 | $2.88K | 0.00% | +1+2.2% | Added |
| GW&K Investment Management, LLC | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 49 | $3.02K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 50 | $3.08K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 50 | $3.08K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 50 | $3.08K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 52 | $3.25K | 0.00% | +15+40.5% | Added |
| AdvisorNet Financial, Inc | 55 | $3.36K | 0.00% | +1+1.9% | Added |
| Quest Partners LLC | 57 | $3.51K | 0.00% | −26,195−99.8% | Reduced |
| REAP Financial Group, LLC | 58 | $3.55K | 0.00% | +2+3.6% | Added |
| First Financial Corp | 62 | $3.82K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 63 | $3.88K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 65 | $4.01K | 0.00% | +23+54.8% | Added |
| EntryPoint Capital, LLC | 66 | $4.06K | 0.00% | −168−71.8% | Reduced |
| Atlantic Trust, LLC | 69 | $4.25K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 70 | $4.31K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 60 | $4.36K | 0.00% | +11+22.4% | Added |
| IFP Advisors, Inc | 72 | $4.43K | 0.00% | +17+30.9% | Added |
| Baldwin Brothers Inc | 72 | $4.43K | 0.00% | +22+44.0% | Added |
| Anfield Capital Management, LLC | 77 | $4.74K | 0.00% | +77 | New |
| FinTrust Capital Advisors, LLC | 77 | $4.74K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 86 | $5.36K | 0.00% | +19+28.4% | Added |
| Farmers & Merchants Investments Inc | 90 | $5.54K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 92 | $5.75K | 0.00% | −46−33.3% | Reduced |
| Geneos Wealth Management Inc. | 95 | $5.85K | 0.00% | −16−14.4% | Reduced |
| Jamison Private Wealth Management, Inc. | 95 | $5.88K | 0.00% | +1+1.1% | Added |
| Meeder Asset Management Inc | 97 | $5.97K | 0.00% | −617−86.4% | Reduced |
| NBC Securities, Inc. | 106 | $6.00K | 0.00% | +2+1.9% | Added |
| Barrett & Company, Inc. | 100 | $6.16K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 101 | $6.22K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 111 | $6.83K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 114 | $7.00K | 0.00% | +14+14.0% | Added |
| Exchange Traded Concepts, LLC | 116 | $7.14K | 0.00% | +36+45.0% | Added |
| Spire Wealth Management | 137 | $8.43K | 0.00% | +29+26.9% | Added |
| Cornerstone Planning Group LLC | 133 | $8.73K | 0.00% | −24−15.3% | Reduced |
| Crewe Advisors LLC | 147 | $9.05K | 0.00% | −52−26.1% | Reduced |
| Carolinas Wealth Consulting LLC | 147 | $9.05K | 0.00% | −5−3.3% | Reduced |
| National Pension Service | 149 | $9.17K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 150 | $9.23K | 0.00% | +150 | New |
| Covestor Ltd | 161 | $10.0K | 0.01% | −20−11.0% | Reduced |
| Itau Unibanco Holding S.A. | 163 | $10.0K | 0.00% | +163 | New |
| Salomon & Ludwin, LLC | 166 | $10.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 174 | $10.7K | 0.01% | +3+1.8% | Added |
| Dynamic Wealth Strategies, LLC | 199 | $12.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 199 | $12.3K | 0.00% | −6−2.9% | Reduced |
| Jones Financial Companies LLLP | 206 | $12.7K | 0.00% | +192+1,371.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 220 | $13.5K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 225 | $13.9K | 0.00% | +57+33.9% | Added |
| Salem Investment Counselors Inc | 225 | $14.1K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 250 | $15.4K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 253 | $15.6K | 0.00% | −106−29.5% | Reduced |
| Webster Bank, N. A. | 257 | $15.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 260 | $16.0K | 0.00% | +35+15.6% | Added |
| Central Trust Co | 265 | $16.3K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 280 | $17.2K | 0.01% | 00.0% | Unchanged |