| J.W. Cole Advisors, Inc. | 35,835 | $10.2M | 0.73% | +35,835 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 24 | $9.91M | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 24 | $9.87M | 0.05% | −10−29.4% | Reduced |
| Bank of Montreal | 22 | $9.26M | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 22 | $9.05M | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 22 | $9.05M | 0.02% | +12+120.0% | Added |
| Ashford Capital Management Inc | 22 | $9.05M | 0.82% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 22 | $9.05M | 2.75% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 22 | $9.05M | 0.51% | 00.0% | Unchanged |
| JRM Investment Counsel, LLC | 22 | $9.05M | 4.59% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 21 | $8.64M | 0.60% | −1−4.5% | Reduced |
| CIBC World Markets Inc. | 21 | $8.64M | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 21 | $8.64M | 1.92% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 21 | $8.64M | 2.55% | 00.0% | Unchanged |
| Gibson Capital, LLC | 21 | $8.64M | 2.26% | 00.0% | Unchanged |
| Armstrong Shaw Associates Inc | 20 | $8.23M | 7.20% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 20 | $8.23M | 0.08% | +2+11.1% | Added |
| Smithfield Trust Co | 20 | $8.22M | 0.54% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 19 | $7.84M | 0.22% | +1+5.6% | Added |
| Commerce Bank | 19 | $7.82M | 0.06% | −1−5.0% | Reduced |
| Price T Rowe Associates Inc | 19 | $7.82M | 0.00% | 00.0% | Unchanged |
| Pecaut & Co. | 19 | $7.82M | 4.66% | 00.0% | Unchanged |
| Pflug Koory, LLC | 1,900 | $7.82M | 4.27% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 19 | $7.82M | 1.90% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 18 | $7.41M | 0.70% | 00.0% | Unchanged |
| Ar Asset Management Inc | 18 | $7.41M | 2.07% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 18 | $7.41M | 0.18% | 00.0% | Unchanged |
| Elm Advisors, LLC | 18 | $7.41M | 4.43% | 00.0% | Unchanged |
| Choate Investment Advisors | 18 | $7.41M | 0.47% | 00.0% | Unchanged |
| Windsor Creek Advisors, LLC | 18 | $7.41M | 3.33% | 00.0% | Unchanged |
| Security National Bank | 18 | $7.41M | 1.86% | +2+12.5% | Added |
| First Nebraska Trust Co | 18 | $7.40M | 0.97% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 18 | $7.40M | 0.00% | −3−14.3% | Reduced |
| Essex Savings Bank | 17 | $7.31M | 2.66% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 17 | $6.99M | 0.95% | −1−5.6% | Reduced |
| Hall Kathryn A. | 17 | $6.99M | 2.11% | 00.0% | Unchanged |
| Howland Capital Management LLC | 17 | $6.99M | 0.37% | 00.0% | Unchanged |
| Weik Capital Management | 17 | $6.99M | 2.89% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 17 | $6.99M | 0.36% | 00.0% | Unchanged |
| Keystone Financial Group | 17 | $6.99M | 1.27% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 17 | $6.99M | 4.05% | 00.0% | Unchanged |
| Bremer Bank National Association | 17 | $6.99M | 1.38% | +9+112.5% | Added |
| Rhumbline Advisers | 17 | $6.99M | 0.01% | +15+750.0% | Added |
| Northstar Asset Management Inc | 412 | $6.58M | 1.74% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 16 | $6.58M | 0.84% | −4−20.0% | Reduced |
| Puzo Michael J | 16 | $6.58M | 2.09% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 16 | $6.58M | 1.32% | 00.0% | Unchanged |
| Captrust Financial Advisors | 16 | $6.58M | 0.05% | +4+33.3% | Added |
| WealthPLAN Partners, LLC | 15 | $6.45M | 0.43% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 15 | $6.22M | 3.20% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 15 | $6.17M | 0.01% | −1−6.3% | Reduced |
| Carret Asset Management, LLC | 15 | $6.17M | 0.74% | 00.0% | Unchanged |
| Vicus Capital | 15 | $6.17M | 1.01% | 00.0% | Unchanged |
| Rossmore Private Capital | 15 | $6.17M | 1.06% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 15 | $6.17M | 0.97% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 15 | $6.17M | 0.55% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 15 | $6.17M | 0.70% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 14 | $5.79M | 0.84% | 00.0% | Unchanged |
| Fiduciary Trust Co | 14 | $5.76M | 0.10% | −1−6.7% | Reduced |
| Lawson Kroeker Investment Management Inc | 14 | $5.76M | 1.91% | −1−6.7% | Reduced |
| Shufro Rose & Co LLC | 14 | $5.76M | 0.45% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 14 | $5.76M | 0.23% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 14 | $5.76M | 0.64% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 14 | $5.76M | 0.34% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 14 | $5.76M | 0.04% | +2+16.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 14 | $5.76M | 0.25% | +14 | New |
| Comerica Bank | 13 | $5.67M | 0.03% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 13 | $5.46M | 1.05% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 13 | $5.35M | 0.83% | −2−13.3% | Reduced |
| Central Trust Co | 13 | $5.35M | 0.19% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 13 | $5.35M | 0.03% | 00.0% | Unchanged |
| Financial Counselors Inc | 13 | $5.35M | 0.11% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 13 | $5.35M | 0.25% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 13 | $5.35M | 0.00% | 00.0% | Unchanged |
| Pacifica Capital Investments, LLC | 13 | $5.35M | 1.73% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 13 | $5.35M | 0.52% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 13 | $5.35M | 1.26% | +1+8.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 13 | $5.35M | 0.03% | +7+116.7% | Added |
| Beck Mack & Oliver LLC | 12 | $4.94M | 0.13% | 00.0% | Unchanged |
| Bristol John W & Co Inc | 12 | $4.94M | 0.09% | 00.0% | Unchanged |
| Conning Inc. | 12 | $4.94M | 0.14% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 12 | $4.94M | 0.40% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 12 | $4.94M | 2.14% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 12 | $4.94M | 1.30% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 12 | $4.94M | 0.10% | +1+9.1% | Added |
| United Capital Financial Advisers, LLC | 12 | $4.94M | 0.02% | +3+33.3% | Added |
| Private Advisor Group, LLC | 12 | $4.93M | 0.03% | +3+33.3% | Added |
| 1832 Asset Management L.P. | 11 | $4.65M | 0.01% | 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 |