| Cadent Capital Advisors, LLC | 6 | $2.51M | 1.04% | +6 | New |
| Ycg, LLC | 7 | $2.93M | 0.29% | −3−30.0% | Reduced |
| Parthenon LLC | 7 | $2.93M | 0.44% | −1−12.5% | Reduced |
| Northstar Group, Inc. | 7 | $2.93M | 0.77% | −1−12.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 7 | $2.93M | 0.05% | −1−12.5% | Reduced |
| Ropes Wealth Advisors LLC | 7 | $2.93M | 0.46% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 7 | $2.93M | 0.30% | 00.0% | Unchanged |
| Scotia Capital Inc. | 7 | $2.93M | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 7 | $2.93M | 0.16% | 00.0% | Unchanged |
| DF Dent & Co Inc | 7 | $2.93M | 0.03% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 7 | $2.93M | 0.15% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 7 | $2.93M | 0.04% | 00.0% | Unchanged |
| Mairs & Power Inc | 7 | $2.93M | 0.03% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 7 | $2.93M | 0.49% | 00.0% | Unchanged |
| Brighton Jones LLC | 7 | $2.93M | 0.15% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 700 | $2.93M | 0.92% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 7 | $2.93M | 0.79% | 00.0% | Unchanged |
| Adviser Investments LLC | 7 | $2.93M | 0.22% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 7 | $2.93M | 0.60% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 7 | $2.93M | 0.17% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 7 | $2.93M | 0.21% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 7 | $2.93M | 0.17% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 7 | $2.93M | 0.05% | +1+16.7% | Added |
| SOA Wealth Advisors, LLC. | 7 | $2.93M | 0.75% | +6+600.0% | Added |
| Beaton Management Co. Inc. | 7 | $2.93M | 1.86% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 7 | $2.93M | 0.10% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 7 | $2.94M | 0.11% | −1−12.5% | Reduced |
| Brinker Capital Investments, LLC | 8 | $3.35M | 0.04% | 00.0% | Unchanged |
| Bremer Bank National Association | 8 | $3.35M | 0.72% | −1−11.1% | Reduced |
| Bluestein R H & Co | 8 | $3.35M | 0.13% | −1−11.1% | Reduced |
| Green Harvest Asset Management LLC | 8 | $3.35M | 0.62% | 00.0% | Unchanged |
| Compass Capital Management, Inc | 8 | $3.35M | 0.26% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 8 | $3.35M | 0.08% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 8 | $3.35M | 0.06% | 00.0% | Unchanged |
| Bel Air Investment Advisors LLC | 8 | $3.35M | 0.10% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 8 | $3.35M | 0.37% | 00.0% | Unchanged |
| American National Bank | 8 | $3.35M | 0.72% | 00.0% | Unchanged |
| Rathbone Brothers plc | 8 | $3.35M | 0.04% | 00.0% | Unchanged |
| Alexandria Capital, LLC | 8 | $3.35M | 0.31% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 8 | $3.35M | 0.14% | 00.0% | Unchanged |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 8 | $3.35M | 0.20% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 8 | $3.35M | 0.07% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 8 | $3.35M | 0.60% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 8 | $3.35M | 0.88% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 8 | $3.35M | 0.38% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 8 | $3.35M | 0.27% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 8 | $3.35M | 0.13% | 00.0% | Unchanged |
| Spinnaker Trust | 8 | $3.35M | 0.23% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 8 | $3.35M | 0.08% | +1+14.3% | Added |
| Bragg Financial Advisors, Inc | 8 | $3.35M | 0.21% | +3+60.0% | Added |
| CWA Asset Management Group, LLC | 8 | $3.37M | 0.27% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 9 | $3.71M | 0.01% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 9 | $3.75M | 0.73% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 9 | $3.77M | 0.02% | −8−47.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 9 | $3.77M | 0.14% | −2−18.2% | Reduced |
| Bellecapital International Ltd. | 9 | $3.77M | 1.14% | −1−10.0% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 9 | $3.77M | 2.29% | 00.0% | Unchanged |
| Stephens Inc | 9 | $3.77M | 0.06% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9 | $3.77M | 0.44% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 9 | $3.77M | 1.13% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 9 | $3.77M | 0.47% | 00.0% | Unchanged |
| Birinyi Associates Inc | 9 | $3.77M | 1.31% | 00.0% | Unchanged |
| Beddow Capital Management Inc | 9 | $3.77M | 2.16% | 00.0% | Unchanged |
| Weil Company, Inc. | 9 | $3.77M | 1.91% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 9 | $3.77M | 0.15% | 00.0% | Unchanged |
| South Dakota Investment Council | 9 | $3.77M | 0.07% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 9 | $3.77M | 0.66% | 00.0% | Unchanged |
| Argent Trust Co | 9 | $3.77M | 0.25% | 00.0% | Unchanged |
| AE Wealth Management LLC | 9 | $3.77M | 0.03% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 9 | $3.77M | 0.43% | 00.0% | Unchanged |
| Hoese & Co LLP | 9 | $3.77M | 4.23% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 9 | $3.77M | 2.65% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 9 | $3.77M | 0.62% | +1+12.5% | Added |
| Security National Bank of So Dak | 9 | $3.77M | 2.88% | +8+800.0% | Added |
| Huntington National Bank | 9 | $3.77M | 0.04% | +9 | New |
| Inscription Capital, LLC | 9 | $3.77M | 0.43% | +9 | New |
| Private Advisor Group, LLC | 9 | $3.77M | 0.03% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 9 | $3.77M | 0.01% | 00.0% | Unchanged |
| Aspiriant, LLC | 9 | $3.77M | 0.21% | +2+28.6% | Added |
| Crawford Investment Counsel Inc | 10 | $4.19M | 0.08% | −1−9.1% | Reduced |
| CWM, LLC | 10 | $4.19M | 0.03% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 10 | $4.19M | 0.32% | 00.0% | Unchanged |
| Montag A & Associates Inc | 10 | $4.19M | 0.22% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 10 | $4.19M | 0.17% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 10 | $4.19M | 0.83% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 10 | $4.19M | 0.47% | 00.0% | Unchanged |
| Intrust Bank NA | 10 | $4.19M | 0.57% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 10 | $4.19M | 0.08% | 00.0% | Unchanged |
| Allen Investment Management LLC | 10 | $4.19M | 0.06% | 00.0% | Unchanged |
| Barton Investment Management | 1,000 | $4.19M | 0.34% | 00.0% | Unchanged |
| Kings Point Capital Management | 10 | $4.19M | 0.38% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 10 | $4.19M | 0.18% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 10 | $4.19M | 0.17% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 10 | $4.19M | 1.15% | 00.0% | Unchanged |
| Courant Investment Management LLC | 10 | $4.19M | 3.52% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 10 | $4.19M | 0.12% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 10 | $4.19M | 1.20% | 00.0% | Unchanged |
| Bizma Investimentos Ltda | 10 | $4.19M | 2.18% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $4.19M | 0.92% | +9+900.0% | Added |
| Northwestern Mutual Wealth Management Co | 10 | $4.19M | 0.01% | 00.0% | Unchanged |