| Davis Selected Advisers | 255,476 | $0 | 0.00% | −270−0.1% | Reduced |
| Financial Management Professionals, Inc. | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Caitlin John, LLC | 6 | $112 | 0.00% | −1−14.3% | Reduced |
| Harbor Investment Advisory, LLC | 8 | $157 | 0.00% | +8 | New |
| Ruedi Wealth Management, Inc. | 11 | $216 | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 13 | $259 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 15 | $294 | 0.00% | +15 | New |
| Archer Investment Corp | 16 | $314 | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 16 | $314 | 0.00% | +16 | New |
| Abound Wealth Management | 28 | $557 | 0.00% | +28 | New |
| Johnson Financial Group, Inc. | 29 | $569 | 0.00% | +29 | New |
| Carolinas Wealth Consulting LLC | 30 | $588 | 0.00% | +20+200.0% | Added |
| Innealta Capital, LLC | 37 | $725 | 0.00% | +37 | New |
| ICA Group Wealth Management, LLC | 40 | $784 | 0.00% | −430−91.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 44 | $861 | 0.00% | −36−45.0% | Reduced |
| Dunhill Financial, LLC | 47 | $927 | 0.00% | +1+2.2% | Added |
| Trifecta Capital Advisors, LLC | 50 | $980 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 58 | $1.00K | 0.00% | +27+87.1% | Added |
| JFS Wealth Advisors, LLC | 57 | $1.12K | 0.00% | −10−14.9% | Reduced |
| Abich Financial Wealth Management LLC | 58 | $1.14K | 0.00% | −3,666−98.4% | Reduced |
| Planning Capital Management Corp | 60 | $1.18K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 62 | $1.22K | 0.00% | +62 | New |
| TFC Financial Management | 62 | $1.22K | 0.00% | +31+100.0% | Added |
| Cherry Tree Wealth Management, LLC | 67 | $1.31K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 71 | $1.39K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 72 | $1.41K | 0.00% | +72 | New |
| Cornerstone Planning Group LLC | 69 | $1.43K | 0.00% | −123−64.1% | Reduced |
| Raffa Wealth Management, LLC | 75 | $1.47K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 78 | $1.53K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 86 | $1.69K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 104 | $2.04K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 110 | $2.16K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 115 | $2.16K | 0.00% | +115 | New |
| Oakworth Capital, Inc. | 111 | $2.18K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 131 | $2.57K | 0.00% | +131 | New |
| Versant Capital Management, Inc | 136 | $2.67K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 146 | $2.86K | 0.00% | +14+10.6% | Added |
| Horizon Bancorp Inc | 157 | $3.00K | 0.00% | −62−28.3% | Reduced |
| PSI Advisors, LLC | 170 | $3.33K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 170 | $3.33K | 0.00% | +2+1.2% | Added |
| Zions Bancorporation, N.A. | 189 | $3.70K | 0.00% | −48−20.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 195 | $3.82K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 200 | $3.92K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 201 | $3.94K | 0.00% | +201 | New |
| Creative Capital Management Investments LLC | 210 | $4.12K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 212 | $4.16K | 0.00% | +212 | New |
| Rosenberg Matthew Hamilton | 225 | $4.38K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 230 | $4.51K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 230 | $4.51K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 231 | $4.53K | 0.00% | +231 | New |
| MCF Advisors LLC | 243 | $4.76K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 235 | $5.13K | 0.00% | +153+186.6% | Added |
| SWAN Capital LLC | 265 | $5.19K | 0.00% | +265 | New |
| Gradient Investments LLC | 267 | $5.23K | 0.00% | +223+506.8% | Added |
| Investors Research Corp | 287 | $5.63K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 295 | $5.79K | 0.00% | +232+368.3% | Added |
| Coston, McIsaac & Partners | 312 | $6.00K | 0.00% | +4+1.3% | Added |
| Redwood Wealth Management Group, LLC | 310 | $6.08K | 0.00% | +310 | New |
| Front Row Advisors LLC | 320 | $6.27K | 0.00% | −24−7.0% | Reduced |
| ORG Partners LLC | 350 | $6.82K | 0.00% | +350 | New |
| Center for Financial Planning, Inc. | 363 | $7.12K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 388 | $7.61K | 0.00% | +388 | New |
| Farmers & Merchants Investments Inc | 390 | $7.64K | 0.00% | −34−8.0% | Reduced |
| Assetmark, Inc | 392 | $7.68K | 0.00% | −218−35.7% | Reduced |
| Bokf, NA | 399 | $7.82K | 0.00% | −975−71.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 400 | $7.84K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 403 | $7.90K | 0.00% | +403 | New |
| Meeder Asset Management Inc | 407 | $7.98K | 0.00% | −9,499−95.9% | Reduced |
| First PREMIER Bank | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 425 | $8.33K | 0.00% | +58+15.8% | Added |
| Manchester Capital Management LLC | 437 | $8.57K | 0.00% | +237+118.5% | Added |
| Valley National Advisers Inc | 507 | $9.00K | 0.00% | +30+6.3% | Added |
| Fortis Group Advisors, LLC | 465 | $9.11K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 500 | $9.80K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 518 | $10.2K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 528 | $10.3K | 0.00% | +528 | New |
| REAP Financial Group, LLC | 570 | $11.2K | 0.00% | −123−17.7% | Reduced |
| Godsey & Gibb Associates | 578 | $11.3K | 0.00% | +578 | New |
| Capital Advisors, Ltd. LLC | 636 | $12.0K | 0.00% | +582+1,077.8% | Added |
| Bell Investment Advisors, Inc | 629 | $12.3K | 0.00% | +56+9.8% | Added |
| Jamison Private Wealth Management, Inc. | 655 | $12.8K | 0.00% | −30,747−97.9% | Reduced |
| Financial Perspectives, Inc | 659 | $12.9K | 0.00% | +10+1.5% | Added |
| Unique Wealth Strategies, LLC | 690 | $12.9K | 0.01% | +690 | New |
| Covestor Ltd | 685 | $13.0K | 0.01% | −978−58.8% | Reduced |
| Great Lakes Retirement, Inc. | 693 | $13.6K | 0.00% | +693 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 726 | $14.2K | 0.00% | −1,600−68.8% | Reduced |
| Crewe Advisors LLC | 750 | $14.7K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 755 | $14.8K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 765 | $15.0K | 0.01% | +765 | New |
| Dynamic Wealth Strategies, LLC | 766 | $15.0K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 791 | $15.5K | 0.00% | +15+1.9% | Added |
| Central Trust Co | 791 | $15.5K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 800 | $15.7K | 0.01% | 00.0% | Unchanged |
| Gould Capital, LLC | 800 | $15.7K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 801 | $15.7K | 0.00% | −180−18.3% | Reduced |
| Armstrong Advisory Group, Inc | 810 | $15.9K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 800 | $16.0K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 827 | $16.2K | 0.00% | +827 | New |
| Pacifica Partners Inc. | 866 | $16.9K | 0.01% | 00.0% | Unchanged |