| Spire Wealth Management | 4 | $1.67M | 0.05% | 00.0% | Unchanged |
| M&R Capital Management Inc | 4 | $1.67M | 0.38% | 00.0% | Unchanged |
| CORDA Investment Management, LLC. | 4 | $1.67M | 0.14% | 00.0% | Unchanged |
| RK Asset Management, LLC | 4 | $1.67M | 1.45% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 4 | $1.67M | 0.20% | 00.0% | Unchanged |
| WMS Partners, LLC | 4 | $1.67M | 0.25% | +3+300.0% | Added |
| First Interstate Bank | 4 | $1.67M | 0.18% | +4 | New |
| RFG Advisory, LLC | 4 | $1.67M | 0.15% | +4 | New |
| ExodusPoint Capital Management, LP | 4 | $1.67M | 0.03% | +4 | New |
| Enterprise Financial Services Corp | 4 | $1.68M | 0.27% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 4 | $1.68M | 0.06% | 00.0% | Unchanged |
| Palladium Partners LLC | 4 | $1.68M | 0.08% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 4 | $1.68M | 0.19% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 4 | $1.68M | 0.07% | 00.0% | Unchanged |
| Intrua Financial, LLC | 4 | $1.75M | 0.42% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 5 | $2.08M | 0.02% | 00.0% | Unchanged |
| Fiera Capital Corp | 5 | $2.09M | 0.01% | −5−50.0% | Reduced |
| Wade G W & Inc | 5 | $2.09M | 0.10% | −1−16.7% | Reduced |
| Skylands Capital, LLC | 5 | $2.09M | 0.25% | −1−16.7% | Reduced |
| Zeke Capital Advisors, LLC | 5 | $2.09M | 0.13% | −1−16.7% | Reduced |
| Parallel Advisors, LLC | 5 | $2.09M | 0.09% | −1−16.7% | Reduced |
| Canvas Wealth Advisors, LLC | 5 | $2.09M | 0.94% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 5 | $2.09M | 0.01% | 00.0% | Unchanged |
| Equitable Trust Co | 5 | $2.09M | 0.13% | 00.0% | Unchanged |
| Dodge & Cox | 5 | $2.09M | 0.00% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 5 | $2.09M | 0.00% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 5 | $2.09M | 0.28% | 00.0% | Unchanged |
| Meritage Portfolio Management | 5 | $2.09M | 0.13% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 5 | $2.09M | 1.13% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 5 | $2.09M | 0.07% | 00.0% | Unchanged |
| MAI Capital Management | 5 | $2.09M | 0.04% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 5 | $2.09M | 0.08% | 00.0% | Unchanged |
| Rbo & Co LLC | 5 | $2.09M | 0.37% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 5 | $2.09M | 0.47% | 00.0% | Unchanged |
| Bingham Osborn & Scarborough LLC | 5 | $2.09M | 0.15% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $2.09M | 0.17% | 00.0% | Unchanged |
| Rex Capital Advisors, LLC | 5 | $2.09M | 1.01% | 00.0% | Unchanged |
| L & S Advisors Inc | 5 | $2.09M | 0.23% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 5 | $2.09M | 0.15% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 5 | $2.09M | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 5 | $2.09M | 0.11% | 00.0% | Unchanged |
| Narwhal Capital Management | 5 | $2.09M | 0.26% | 00.0% | Unchanged |
| Cetera Advisors LLC | 5 | $2.09M | 0.05% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 5 | $2.09M | 0.02% | 00.0% | Unchanged |
| Atria Investments LLC | 5 | $2.09M | 0.04% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 5 | $2.09M | 0.22% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 5 | $2.09M | 0.37% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 5 | $2.09M | 0.19% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 5 | $2.09M | 0.43% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 5 | $2.09M | 0.91% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 5 | $2.09M | 0.28% | 00.0% | Unchanged |
| CPWM, LLC | 5 | $2.09M | 0.16% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 5 | $2.09M | 0.99% | 00.0% | Unchanged |
| Avondale Wealth Management | 5 | $2.09M | 1.96% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 5 | $2.09M | 0.62% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 5 | $2.09M | 0.46% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 5 | $2.09M | 0.50% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 5 | $2.09M | 0.54% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 5 | $2.09M | 0.67% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 5 | $2.09M | 1.73% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 5 | $2.09M | 0.32% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 5 | $2.09M | 0.07% | 00.0% | Unchanged |
| Professional Planning | 5 | $2.09M | 0.96% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 5 | $2.09M | 0.05% | +1+25.0% | Added |
| Ameritas Investment Company, LLC | 1 | $2.09M | 0.10% | −3−75.0% | Reduced |
| Quilter Plc | 5 | $2.09M | 0.06% | +2+66.7% | Added |
| Chicago Trust Co NA | 5 | $2.09M | 0.50% | +4+400.0% | Added |
| Amundi | 5 | $2.09M | 0.00% | +5 | New |
| HFR Wealth Management, LLC | 500 | $2.09M | 0.63% | +500 | New |
| Natixis | 5 | $2.11M | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 6 | $2.51M | 0.34% | −1−14.3% | Reduced |
| Ameritas Investment Partners, Inc. | 6 | $2.51M | 0.09% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 6 | $2.51M | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 6 | $2.51M | 0.33% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 6 | $2.51M | 0.08% | −4−40.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 6 | $2.51M | 0.10% | −2−25.0% | Reduced |
| Augustine Asset Management Inc | 6 | $2.51M | 1.30% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 6 | $2.51M | 0.08% | 00.0% | Unchanged |
| Blackhill Capital Inc | 6 | $2.51M | 0.23% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6 | $2.51M | 0.03% | 00.0% | Unchanged |
| Avenir Corp | 6 | $2.51M | 0.20% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 6 | $2.51M | 0.55% | 00.0% | Unchanged |
| Washington Trust Co | 6 | $2.51M | 0.07% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 6 | $2.51M | 0.89% | 00.0% | Unchanged |
| Vestor Capital, LLC | 6 | $2.51M | 0.26% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 6 | $2.51M | 0.09% | 00.0% | Unchanged |
| Sageworth Trust Co | 6 | $2.51M | 0.20% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 6 | $2.51M | 1.65% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 6 | $2.51M | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 6 | $2.51M | 0.05% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 6 | $2.51M | 0.73% | 00.0% | Unchanged |
| Cerity Partners LLC | 6 | $2.51M | 0.05% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 6 | $2.51M | 0.63% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 6 | $2.51M | 0.82% | 00.0% | Unchanged |
| Black Swift Group, LLC | 6 | $2.51M | 1.22% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 6 | $2.51M | 0.15% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6 | $2.51M | 0.92% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6 | $2.51M | 0.01% | +3+100.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 6 | $2.51M | 0.01% | +5+500.0% | Added |
| Colton Groome Financial Advisors, LLC | 6 | $2.51M | 1.15% | +6 | New |