| Intrua Financial, LLC | 4 | $1.73M | 0.32% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 6 | $1.92M | 0.09% | +1+20.0% | Added |
| Professional Planning | 5 | $2.06M | 0.98% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 5 | $2.06M | 0.28% | +1+25.0% | Added |
| Eagle Capital Management LLC | 5 | $2.06M | 0.01% | −7−58.3% | Reduced |
| Foster Dykema Cabot & Co Inc | 5 | $2.06M | 0.26% | −4−44.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 5 | $2.06M | 0.08% | −1−16.7% | Reduced |
| Dodge & Cox | 5 | $2.06M | 0.00% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 5 | $2.06M | 0.00% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 5 | $2.06M | 0.29% | 00.0% | Unchanged |
| Meritage Portfolio Management | 5 | $2.06M | 0.12% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 5 | $2.06M | 1.10% | 00.0% | Unchanged |
| Ameritas Investment Company, LLC | 5 | $2.06M | 0.09% | +4+400.0% | Added |
| Prio Wealth Limited Partnership | 5 | $2.06M | 0.07% | 00.0% | Unchanged |
| MAI Capital Management | 5 | $2.06M | 0.04% | 00.0% | Unchanged |
| Rbo & Co LLC | 5 | $2.06M | 0.36% | 00.0% | Unchanged |
| Bingham Osborn & Scarborough LLC | 5 | $2.06M | 0.14% | 00.0% | Unchanged |
| Skylands Capital, LLC | 5 | $2.06M | 0.25% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 5 | $2.06M | 0.31% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $2.06M | 0.17% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 5 | $2.06M | 0.06% | 00.0% | Unchanged |
| Rex Capital Advisors, LLC | 5 | $2.06M | 1.06% | 00.0% | Unchanged |
| L & S Advisors Inc | 5 | $2.06M | 0.22% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 5 | $2.06M | 0.15% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 5 | $2.06M | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 5 | $2.06M | 0.10% | 00.0% | Unchanged |
| Narwhal Capital Management | 5 | $2.06M | 0.26% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 5 | $2.06M | 0.12% | 00.0% | Unchanged |
| Fiera Capital Corp | 5 | $2.06M | 0.01% | 00.0% | Unchanged |
| Cetera Advisors LLC | 5 | $2.06M | 0.04% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 5 | $2.06M | 0.01% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 5 | $2.06M | 0.02% | 00.0% | Unchanged |
| Atria Investments LLC | 5 | $2.06M | 0.04% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 5 | $2.06M | 0.20% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 5 | $2.06M | 0.38% | 00.0% | Unchanged |
| Chicago Trust Co NA | 5 | $2.06M | 0.45% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 5 | $2.06M | 0.18% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 5 | $2.06M | 0.43% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 5 | $2.06M | 0.92% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 5 | $2.06M | 0.26% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5 | $2.06M | 0.08% | 00.0% | Unchanged |
| CPWM, LLC | 5 | $2.06M | 0.19% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 5 | $2.06M | 0.98% | 00.0% | Unchanged |
| Avondale Wealth Management | 5 | $2.06M | 2.01% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 5 | $2.06M | 0.65% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 5 | $2.06M | 0.44% | 00.0% | Unchanged |
| Quilter Plc | 5 | $2.06M | 0.06% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 5 | $2.06M | 0.48% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 5 | $2.06M | 0.54% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 5 | $2.06M | 0.67% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 5 | $2.06M | 1.71% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 5 | $2.06M | 0.84% | 00.0% | Unchanged |
| HFR Wealth Management, LLC | 500 | $2.06M | 0.60% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 5 | $2.06M | 0.02% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 5 | $2.06M | 0.24% | +2+66.7% | Added |
| Main Street Research LLC | 5 | $2.06M | 0.18% | +5 | New |
| Natixis | 5 | $2.08M | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 6 | $2.33M | 0.06% | +4+200.0% | Added |
| Wall Street Access Asset Management, LLC | 6 | $2.47M | 1.09% | −49−89.1% | Reduced |
| Augustine Asset Management Inc | 6 | $2.47M | 1.32% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 6 | $2.47M | 0.08% | 00.0% | Unchanged |
| Blackhill Capital Inc | 6 | $2.47M | 0.21% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6 | $2.47M | 0.02% | 00.0% | Unchanged |
| Avenir Corp | 6 | $2.47M | 0.21% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 6 | $2.47M | 0.51% | 00.0% | Unchanged |
| Washington Trust Co | 6 | $2.47M | 0.07% | 00.0% | Unchanged |
| Vestor Capital, LLC | 6 | $2.47M | 0.26% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 6 | $2.47M | 0.07% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 6 | $2.47M | 0.08% | 00.0% | Unchanged |
| Sageworth Trust Co | 6 | $2.47M | 0.20% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 6 | $2.47M | 1.57% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 6 | $2.47M | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 6 | $2.47M | 0.04% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 6 | $2.47M | 0.73% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 6 | $2.47M | 0.68% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 6 | $2.47M | 0.80% | 00.0% | Unchanged |
| Black Swift Group, LLC | 6 | $2.47M | 1.12% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 6 | $2.47M | 0.13% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 6 | $2.47M | 1.07% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6 | $2.47M | 0.90% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 6 | $2.47M | 1.10% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6 | $2.47M | 0.09% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 6 | $2.47M | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 6 | $2.47M | 0.33% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 6 | $2.47M | 0.04% | +3+100.0% | Added |
| Caldwell Trust Co | 6 | $2.47M | 0.31% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 6 | $2.60M | 0.86% | 00.0% | Unchanged |
| Aspiriant, LLC | 7 | $2.88M | 0.17% | −2−22.2% | Reduced |
| RMB Capital Management, LLC | 7 | $2.88M | 0.09% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 7 | $2.88M | 0.16% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 7 | $2.88M | 0.74% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 700 | $2.88M | 0.20% | −400−36.4% | Reduced |
| MUFG Americas Holdings Corp | 7 | $2.88M | 0.05% | −1−12.5% | Reduced |
| Salem Investment Counselors Inc | 7 | $2.88M | 0.16% | 00.0% | Unchanged |
| DF Dent & Co Inc | 7 | $2.88M | 0.03% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 7 | $2.88M | 0.16% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 7 | $2.88M | 0.04% | 00.0% | Unchanged |
| Mairs & Power Inc | 7 | $2.88M | 0.03% | 00.0% | Unchanged |
| Parthenon LLC | 7 | $2.88M | 0.43% | 00.0% | Unchanged |
| Brighton Jones LLC | 7 | $2.88M | 0.15% | 00.0% | Unchanged |