| Davis Selected Advisers | 41,950 | $0 | 0.00% | −40−0.1% | Reduced |
| First Command Advisory Services, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| Creative Capital Management Investments LLC | 2 | $195 | 0.00% | +2 | New |
| Stuart Chaussee & Associates, Inc. | 5 | $489 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 6 | $561 | 0.00% | −481−98.8% | Reduced |
| Pacifica Partners Inc. | 6 | $580 | 0.00% | −9−60.0% | Reduced |
| Innealta Capital, LLC | 6 | $586 | 0.00% | +6 | New |
| Mendota Financial Group, LLC | 6 | $587 | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 7 | $684 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 9 | $877 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $977 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 12 | $1.17K | 0.00% | −28−70.0% | Reduced |
| Valued Wealth Advisors LLC | 12 | $1.20K | 0.00% | −5−29.4% | Reduced |
| Legend Financial Advisors, Inc. | 13 | $1.27K | 0.00% | −3−18.8% | Reduced |
| Fairman Group, LLC | 13 | $1.27K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 14 | $1.37K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 18 | $1.76K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 19 | $1.86K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 21 | $2.05K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 21 | $2.05K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 21 | $2.07K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 22 | $2.11K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 22 | $2.15K | 0.00% | −60−73.2% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 23 | $2.25K | 0.00% | +23 | New |
| Fairway Wealth LLC | 23 | $2.25K | 0.00% | +23 | New |
| Unique Wealth Strategies, LLC | 24 | $2.54K | 0.00% | +24 | New |
| Planning Capital Management Corp | 28 | $2.74K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 29 | $2.83K | 0.00% | +29 | New |
| Ibex Wealth Advisors | 30 | $2.95K | 0.00% | −26,757−99.9% | Reduced |
| Highline Wealth Partners LLC | 31 | $3.03K | 0.00% | +31 | New |
| Raffa Wealth Management, LLC | 33 | $3.22K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 34 | $3.32K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 35 | $3.42K | 0.00% | −4,605−99.2% | Reduced |
| Frazier Financial Advisors, LLC | 35 | $3.42K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 35 | $3.42K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 36 | $3.52K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 36 | $3.52K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 36 | $3.52K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 35 | $3.64K | 0.00% | +35 | New |
| Fortitude Family Office, LLC | 38 | $3.71K | 0.00% | −4−9.5% | Reduced |
| Global Wealth Strategies & Associates | 39 | $3.81K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 41 | $4.00K | 0.00% | +1+2.5% | Added |
| Baldwin Brothers Inc | 50 | $4.88K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 50 | $4.88K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 51 | $4.94K | 0.00% | +51 | New |
| Red Tortoise LLC | 51 | $4.98K | 0.00% | −9−15.0% | Reduced |
| Aspect Partners, LLC | 51 | $4.98K | 0.00% | −9−15.0% | Reduced |
| Salomon & Ludwin, LLC | 51 | $4.98K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 52 | $5.08K | 0.00% | +52 | New |
| Abound Wealth Management | 52 | $5.08K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 55 | $5.28K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 50 | $5.50K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 57 | $5.57K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 58 | $5.67K | 0.01% | −345−85.6% | Reduced |
| Citizens National Bank Trust Department | 60 | $5.86K | 0.00% | −47−43.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 60 | $5.86K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 60 | $5.86K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 67 | $6.00K | 0.00% | +25+59.5% | Added |
| Financial Connections Group, Inc. | 71 | $6.00K | 0.00% | +71 | New |
| St Germain D J Co Inc | 63 | $6.16K | 0.00% | +53+530.0% | Added |
| POM Investment Strategies, LLC | 64 | $6.25K | 0.01% | +51+392.3% | Added |
| Newbridge Financial Services Group, Inc. | 65 | $6.35K | 0.00% | −340−84.0% | Reduced |
| First Personal Financial Services | 65 | $6.35K | 0.00% | +65 | New |
| Sachetta, LLC | 60 | $6.57K | 0.00% | +19+46.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 68 | $6.64K | 0.00% | −79,437−99.9% | Reduced |
| Scarborough Advisors, LLC | 68 | $6.64K | 0.00% | +2+3.0% | Added |
| Sound Income Strategies, LLC | 69 | $6.78K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 72 | $7.00K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 72 | $7.06K | 0.00% | +72 | New |
| WR Wealth Planners, LLC | 73 | $7.13K | 0.00% | −46−38.7% | Reduced |
| Old Second National Bank of Aurora | 76 | $7.42K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 76 | $7.43K | 0.00% | −118−60.8% | Reduced |
| Eagle Bay Advisors LLC | 77 | $7.56K | 0.00% | −79−50.6% | Reduced |
| Cypress Capital, LLC | 78 | $7.62K | 0.00% | +78 | New |
| Barrett & Company, Inc. | 80 | $7.82K | 0.00% | 00.0% | Unchanged |
| Cultivar Capital, Inc. | 80 | $7.82K | 0.01% | +80 | New |
| REAP Financial Group, LLC | 84 | $8.20K | 0.00% | +1+1.2% | Added |
| Cullen/Frost Bankers, Inc. | 88 | $8.60K | 0.00% | +11+14.3% | Added |
| Byrne Asset Management LLC | 91 | $8.86K | 0.01% | −10−9.9% | Reduced |
| Cornerstone Planning Group LLC | 86 | $9.49K | 0.00% | −16−15.7% | Reduced |
| Aspire Private Capital, LLC | 98 | $9.57K | 0.00% | −55−35.9% | Reduced |
| Abich Financial Wealth Management LLC | 99 | $9.71K | 0.01% | +99 | New |
| Atwood & Palmer Inc | 100 | $9.77K | 0.00% | −100−50.0% | Reduced |
| Godsey & Gibb Associates | 100 | $9.77K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 100 | $9.77K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 101 | $9.82K | 0.00% | +20+24.7% | Added |
| Bartlett & Co. Wealth Management LLC | 102 | $9.96K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 102 | $9.96K | 0.00% | +102 | New |
| Bell Investment Advisors, Inc | 105 | $10.3K | 0.00% | −5−4.5% | Reduced |
| Operose Advisors LLC | 108 | $10.6K | 0.00% | −2,125−95.2% | Reduced |
| Concord Wealth Partners | 112 | $10.9K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 114 | $11.1K | 0.00% | −4−3.4% | Reduced |
| Guardian Wealth Management, Inc. | 116 | $11.4K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 121 | $11.8K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 126 | $12.1K | 0.00% | −177−58.4% | Reduced |
| Venturi Wealth Management, LLC | 127 | $12.4K | 0.00% | −3,056−96.0% | Reduced |
| SOA Wealth Advisors, LLC. | 131 | $12.8K | 0.00% | −3−2.2% | Reduced |
| WealthCollab, LLC | 132 | $12.9K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 132 | $12.9K | 0.01% | +1+0.8% | Added |