| Davis Selected Advisers | 61,595 | $0 | 0.00% | +21,650+54.2% | Added |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Country Trust Bank | 1 | $155 | 0.00% | +1 | New |
| Scarborough Advisors, LLC | 1 | $155 | 0.00% | +1 | New |
| Planning Capital Management Corp | 1 | $156 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 3 | $466 | 0.00% | −2−40.0% | Reduced |
| Hoey Investments, Inc | 3 | $467 | 0.00% | +3 | New |
| Asset Dedication, LLC | 4 | $622 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 4 | $622 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 5 | $778 | 0.00% | +5 | New |
| Bokf, NA | 6 | $932 | 0.00% | −24−80.0% | Reduced |
| North Star Investment Management Corp. | 6 | $932 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Aspect Partners, LLC | 8 | $1.24K | 0.00% | +1+14.3% | Added |
| Castleview Partners, LLC | 9 | $1.40K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 9 | $1.43K | 0.00% | +2+28.6% | Added |
| Sound Income Strategies, LLC | 10 | $1.55K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $1.55K | 0.00% | +6+150.0% | Added |
| TFC Financial Management | 11 | $1.71K | 0.00% | −1−8.3% | Reduced |
| Dunhill Financial, LLC | 11 | $1.75K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 12 | $1.76K | 0.00% | +12 | New |
| MCF Advisors LLC | 12 | $1.86K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 12 | $1.86K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 13 | $2.02K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 14 | $2.28K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 15 | $2.33K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 17 | $2.64K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 17 | $2.64K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 17 | $2.64K | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 18 | $2.80K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 19 | $2.95K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 20 | $3.11K | 0.00% | +1+5.3% | Added |
| Gold Investment Management Ltd. | 24 | $3.73K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 25 | $3.88K | 0.00% | +17+212.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 25 | $3.89K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 26 | $3.95K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 26 | $4.04K | 0.00% | −74−74.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 26 | $4.04K | 0.00% | −4−13.3% | Reduced |
| AdvisorNet Financial, Inc | 27 | $4.20K | 0.00% | +15+125.0% | Added |
| Wolff Wiese Magana LLC | 27 | $4.20K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 27 | $4.22K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 29 | $4.51K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 30 | $4.66K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 30 | $4.66K | 0.00% | +30 | New |
| Abound Wealth Management | 32 | $4.98K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 37 | $5.00K | 0.00% | +19+105.6% | Added |
| Financial Network Wealth Advisors LLC | 33 | $5.27K | 0.00% | +33 | New |
| Creative Financial Designs Inc | 35 | $5.44K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 35 | $5.44K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 36 | $5.59K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 38 | $6.00K | 0.00% | −119−75.8% | Reduced |
| Red Tortoise LLC | 39 | $6.06K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 41 | $6.37K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 41 | $6.37K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 44 | $6.84K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 50 | $7.79K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 51 | $7.92K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 51 | $7.93K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 54 | $8.39K | 0.00% | −490−90.1% | Reduced |
| Gould Capital, LLC | 55 | $8.55K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 55 | $9.00K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 59 | $9.17K | 0.00% | −15−20.3% | Reduced |
| Glen Eagle Advisors, LLC | 59 | $9.17K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 59 | $9.17K | 0.00% | +6+11.3% | Added |
| Fortitude Family Office, LLC | 60 | $9.32K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 61 | $9.48K | 0.00% | +61 | New |
| Naples Money Management LLC | 62 | $9.49K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 63 | $9.79K | 0.00% | +63 | New |
| LRI Investments, LLC | 64 | $9.95K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 64 | $9.95K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 66 | $10.0K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 65 | $10.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 65 | $10.1K | 0.00% | +65 | New |
| Opal Wealth Advisors, LLC | 66 | $10.3K | 0.00% | +66 | New |
| Redwood Wealth Management Group, LLC | 67 | $10.4K | 0.01% | +67 | New |
| First Horizon Advisors, Inc. | 69 | $10.7K | 0.00% | +55+392.9% | Added |
| Raleigh Capital Management Inc. | 72 | $11.2K | 0.00% | +10+16.1% | Added |
| TSFG, LLC | 75 | $12.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 90 | $14.0K | 0.00% | −2,086−95.9% | Reduced |
| Missouri Trust & Investment Co | 90 | $14.0K | 0.01% | −10−10.0% | Reduced |
| Valley National Advisers Inc | 93 | $14.0K | 0.00% | +13+16.3% | Added |
| MV Capital Management, Inc. | 91 | $14.1K | 0.00% | +19+26.4% | Added |
| Dynamic Wealth Strategies, LLC | 99 | $15.0K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 99 | $15.4K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 100 | $15.5K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 101 | $15.7K | 0.00% | +1+1.0% | Added |
| GW&K Investment Management, LLC | 101 | $16.0K | 0.00% | +11+12.2% | Added |
| Prestige Wealth Management Group LLC | 103 | $16.0K | 0.00% | −2,518−96.1% | Reduced |
| Group One Trading, L.P. | 106 | $16.5K | 0.00% | +106 | New |
| Carolinas Wealth Consulting LLC | 109 | $16.9K | 0.00% | +7+6.9% | Added |
| Harbour Investments, Inc. | 109 | $16.9K | 0.00% | −82−42.9% | Reduced |
| Meeder Asset Management Inc | 110 | $17.1K | 0.00% | +110 | New |
| Wiser Advisor Group LLC | 113 | $17.4K | 0.03% | +3+2.7% | Added |
| Zions Bancorporation, N.A. | 132 | $20.5K | 0.00% | +2+1.5% | Added |
| Rise Advisors, LLC | 135 | $21.0K | 0.01% | +3+2.3% | Added |
| Bank of New Hampshire | 138 | $21.4K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 142 | $22.1K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 150 | $23.3K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 157 | $24.4K | 0.00% | +32+25.6% | Added |