| Summit Asset Management, LLC | 700 | $2.88M | 0.90% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 7 | $2.88M | 0.79% | 00.0% | Unchanged |
| Adviser Investments LLC | 7 | $2.88M | 0.21% | 00.0% | Unchanged |
| Ycg, LLC | 7 | $2.88M | 0.27% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 7 | $2.88M | 0.28% | 00.0% | Unchanged |
| Northstar Group, Inc. | 7 | $2.88M | 0.75% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 7 | $2.88M | 0.46% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 7 | $2.88M | 0.67% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 7 | $2.88M | 0.17% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 7 | $2.88M | 0.05% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 7 | $2.88M | 0.21% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7 | $2.88M | 0.02% | +1+16.7% | Added |
| Amundi | 7 | $2.88M | 0.00% | +2+40.0% | Added |
| Geneos Wealth Management Inc. | 7 | $2.90M | 0.11% | 00.0% | Unchanged |
| Scotia Capital Inc. | 7 | $2.92M | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 7 | $3.01M | 0.06% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 7 | $3.06M | 0.27% | +7 | New |
| Principle Wealth Partners LLC | 8 | $3.29M | 0.38% | −1−11.1% | Reduced |
| Hoese & Co LLP | 8 | $3.29M | 3.56% | −1−11.1% | Reduced |
| CWA Asset Management Group, LLC | 8 | $3.29M | 0.26% | 00.0% | Unchanged |
| Bluestein R H & Co | 8 | $3.29M | 0.13% | 00.0% | Unchanged |
| Compass Capital Management, Inc | 8 | $3.29M | 0.25% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 8 | $3.29M | 0.07% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 8 | $3.29M | 0.08% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 8 | $3.29M | 0.33% | 00.0% | Unchanged |
| American National Bank | 8 | $3.29M | 0.73% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 8 | $3.29M | 0.21% | 00.0% | Unchanged |
| Rathbone Brothers plc | 8 | $3.29M | 0.04% | 00.0% | Unchanged |
| Alexandria Capital, LLC | 8 | $3.29M | 0.30% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 8 | $3.29M | 0.13% | 00.0% | Unchanged |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 8 | $3.29M | 0.20% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 8 | $3.29M | 0.07% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 8 | $3.29M | 0.58% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 8 | $3.29M | 0.90% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 8 | $3.29M | 0.26% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 8 | $3.29M | 0.50% | +1+14.3% | Added |
| Turim 21 Investimentos Ltda. | 8 | $3.29M | 1.52% | +4+100.0% | Added |
| Brinker Capital Investments, LLC | 8 | $3.32M | 0.05% | 00.0% | Unchanged |
| Stephens Inc | 9 | $3.70M | 0.06% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9 | $3.70M | 0.45% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 9 | $3.70M | 1.13% | 00.0% | Unchanged |
| Birinyi Associates Inc | 9 | $3.70M | 1.24% | 00.0% | Unchanged |
| Beddow Capital Management Inc | 9 | $3.70M | 2.22% | 00.0% | Unchanged |
| Weil Company, Inc. | 9 | $3.70M | 1.93% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 9 | $3.70M | 0.14% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 9 | $3.70M | 0.16% | 00.0% | Unchanged |
| South Dakota Investment Council | 9 | $3.70M | 0.07% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 9 | $3.70M | 0.65% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 9 | $3.70M | 1.13% | 00.0% | Unchanged |
| Argent Trust Co | 9 | $3.70M | 0.24% | 00.0% | Unchanged |
| AE Wealth Management LLC | 9 | $3.70M | 0.03% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 9 | $3.70M | 0.54% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 9 | $3.70M | 2.39% | 00.0% | Unchanged |
| Spinnaker Trust | 9 | $3.70M | 0.26% | +1+12.5% | Added |
| Equitable Trust Co | 9 | $3.70M | 0.24% | +4+80.0% | Added |
| Walter & Keenan Financial Consulting Co | 9 | $3.70M | 1.26% | +9 | New |
| Huntington National Bank | 9 | $3.70M | 0.04% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 9 | $3.70M | 2.85% | +8+800.0% | Added |
| DekaBank Deutsche Girozentrale | 9 | $3.72M | 0.01% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 9 | $3.85M | 2.32% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 9 | $3.85M | 0.70% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 10 | $4.11M | 0.01% | +1+11.1% | Added |
| Manufacturers Life Insurance Company, The | 10 | $4.11M | 0.00% | +10 | New |
| swisspartners Ltd. | 10 | $4.11M | 3.19% | −2−16.7% | Reduced |
| Glenview Trust Co | 10 | $4.11M | 0.16% | −1−9.1% | Reduced |
| Neville Rodie & Shaw Inc | 10 | $4.11M | 0.32% | 00.0% | Unchanged |
| Montag A & Associates Inc | 10 | $4.11M | 0.22% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 10 | $4.11M | 0.18% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 10 | $4.11M | 0.83% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 10 | $4.11M | 0.46% | 00.0% | Unchanged |
| Intrust Bank NA | 10 | $4.11M | 0.54% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 10 | $4.11M | 0.07% | 00.0% | Unchanged |
| Allen Investment Management LLC | 10 | $4.11M | 0.06% | 00.0% | Unchanged |
| Barton Investment Management | 10 | $4.11M | 0.34% | −990−99.0% | Reduced |
| Kings Point Capital Management | 10 | $4.11M | 0.37% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 10 | $4.11M | 0.18% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 10 | $4.11M | 0.22% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 10 | $4.11M | 1.13% | 00.0% | Unchanged |
| Courant Investment Management LLC | 10 | $4.11M | 3.47% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 10 | $4.11M | 0.12% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $4.11M | 0.96% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 10 | $4.11M | 1.17% | 00.0% | Unchanged |
| Bizma Investimentos Ltda | 10 | $4.11M | 2.54% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 10 | $4.11M | 0.43% | +2+25.0% | Added |
| London Co of Virginia | 10 | $4.11M | 0.02% | +10 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 10 | $4.11M | 0.01% | +10 | New |
| Clifford Swan Investment Counsel LLC | 10 | $4.31M | 0.16% | 00.0% | Unchanged |
| First National Bank of Omaha | 11 | $4.53M | 0.23% | −8−42.1% | Reduced |
| Evercore Wealth Management, LLC | 11 | $4.53M | 0.08% | −1−8.3% | Reduced |
| Bahl & Gaynor Inc | 11 | $4.53M | 0.03% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 11 | $4.53M | 0.11% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 11 | $4.53M | 0.34% | 00.0% | Unchanged |
| First Foundation Advisors | 11 | $4.53M | 0.17% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 11 | $4.53M | 0.30% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 11 | $4.53M | 0.31% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 11 | $4.53M | 2.78% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 11 | $4.53M | 0.70% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 11 | $4.53M | 0.23% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 11 | $4.53M | 2.04% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 11 | $4.53M | 0.09% | +1+10.0% | Added |