| Ameritas Investment Partners, Inc. | 6 | $2.70M | 0.09% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 6 | $2.70M | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 6 | $2.70M | 1.44% | 00.0% | Unchanged |
| Caldwell Trust Co | 6 | $2.70M | 0.31% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 6 | $2.70M | 0.20% | −2−25.0% | Reduced |
| SG Americas Securities, LLC | 6 | $2.70M | 0.02% | −1−14.3% | Reduced |
| Altium Wealth Management LLC | 6 | $2.70M | 0.17% | −1−14.3% | Reduced |
| Augustine Asset Management Inc | 6 | $2.70M | 1.32% | 00.0% | Unchanged |
| Blackhill Capital Inc | 6 | $2.70M | 0.23% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 6 | $2.70M | 0.04% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6 | $2.70M | 0.02% | 00.0% | Unchanged |
| Avenir Corp | 6 | $2.70M | 0.21% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 6 | $2.70M | 0.51% | 00.0% | Unchanged |
| Washington Trust Co | 6 | $2.70M | 0.10% | 00.0% | Unchanged |
| Vestor Capital, LLC | 6 | $2.70M | 0.26% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 6 | $2.70M | 0.08% | 00.0% | Unchanged |
| Sageworth Trust Co | 6 | $2.70M | 0.21% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 6 | $2.70M | 1.68% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 6 | $2.70M | 0.03% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 6 | $2.70M | 0.74% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 6 | $2.70M | 0.71% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 6 | $2.70M | 0.80% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 6 | $2.70M | 0.13% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 6 | $2.70M | 1.10% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6 | $2.70M | 0.92% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 6 | $2.70M | 1.19% | 00.0% | Unchanged |
| FourThought Financial, LLC | 6 | $2.70M | 0.34% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 6 | $2.70M | 0.35% | +1+20.0% | Added |
| Essex Financial Services, Inc. | 6 | $2.70M | 0.27% | +1+20.0% | Added |
| Main Street Research LLC | 6 | $2.70M | 0.21% | +1+20.0% | Added |
| Greenleaf Trust | 6 | $2.70M | 0.03% | +6 | New |
| Congress Wealth Management LLC | 6 | $2.70M | 0.05% | +6 | New |
| Linker Capital Management Inc. | 6 | $2.70M | 2.60% | +6 | New |
| National Bank of Canada | 6 | $2.71M | 0.01% | +6 | New |
| Kovitz Investment Group Partners, LLC | 8 | $2.78M | 0.07% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 10,196 | $3.05M | 0.51% | +9,796+2,449.0% | Added |
| Geneos Wealth Management Inc. | 7 | $3.15M | 0.12% | 00.0% | Unchanged |
| Stephens Inc | 7 | $3.15M | 0.05% | −2−22.2% | Reduced |
| Principle Wealth Partners LLC | 7 | $3.15M | 0.33% | −1−12.5% | Reduced |
| Transcend Wealth Collective, LLC | 7 | $3.15M | 0.28% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 7 | $3.15M | 0.06% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 7 | $3.15M | 0.11% | 00.0% | Unchanged |
| DF Dent & Co Inc | 7 | $3.15M | 0.03% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 7 | $3.15M | 0.16% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 7 | $3.15M | 0.04% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 7 | $3.15M | 0.06% | 00.0% | Unchanged |
| Mairs & Power Inc | 7 | $3.15M | 0.03% | 00.0% | Unchanged |
| Parthenon LLC | 7 | $3.15M | 0.44% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 700 | $3.15M | 0.20% | 00.0% | Unchanged |
| Brighton Jones LLC | 7 | $3.15M | 0.15% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 700 | $3.15M | 0.89% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 7 | $3.15M | 0.81% | 00.0% | Unchanged |
| Adviser Investments LLC | 7 | $3.15M | 0.21% | 00.0% | Unchanged |
| Ycg, LLC | 7 | $3.15M | 0.28% | 00.0% | Unchanged |
| Northstar Group, Inc. | 7 | $3.15M | 0.75% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 7 | $3.15M | 0.56% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 7 | $3.15M | 0.66% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 7 | $3.15M | 0.17% | 00.0% | Unchanged |
| Aspiriant, LLC | 7 | $3.15M | 0.17% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 7 | $3.15M | 1.01% | +1+16.7% | Added |
| Scotia Capital Inc. | 7 | $3.16M | 0.02% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 8 | $3.29M | 0.21% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 8 | $3.60M | 0.07% | −3−27.3% | Reduced |
| Aureus Asset Management, LLC | 8 | $3.60M | 0.22% | −3−27.3% | Reduced |
| AE Wealth Management LLC | 8 | $3.60M | 0.03% | −1−11.1% | Reduced |
| Bluestein R H & Co | 8 | $3.60M | 0.13% | 00.0% | Unchanged |
| Compass Capital Management, Inc | 8 | $3.60M | 0.24% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 8 | $3.60M | 0.07% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 8 | $3.60M | 0.07% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 8 | $3.60M | 0.39% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 8 | $3.60M | 0.47% | 00.0% | Unchanged |
| American National Bank | 8 | $3.60M | 0.70% | 00.0% | Unchanged |
| Rathbone Brothers plc | 8 | $3.60M | 0.04% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 8 | $3.60M | 0.13% | 00.0% | Unchanged |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 8 | $3.60M | 0.19% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 8 | $3.60M | 1.57% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 8 | $3.60M | 0.12% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 8 | $3.60M | 0.87% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 8 | $3.60M | 0.26% | 00.0% | Unchanged |
| Hoese & Co LLP | 8 | $3.60M | 3.58% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8 | $3.60M | 0.05% | +1+14.3% | Added |
| Ballentine Partners, LLC | 8 | $3.60M | 0.11% | +2+33.3% | Added |
| Coldstream Capital Management Inc | 8 | $3.60M | 0.11% | +2+33.3% | Added |
| Oxford Financial Group Ltd | 8 | $3.60M | 0.41% | +5+166.7% | Added |
| Moseley Investment Management Inc | 8 | $3.60M | 1.64% | +8 | New |
| Apollon Wealth Management, LLC | 8 | $3.60M | 0.29% | +8 | New |
| Independent Wealth Network Inc. | 8 | $3.60M | 2.23% | +8 | New |
| Unconventional Investor, LLC | 8 | $3.60M | 3.58% | +8 | New |
| Brinker Capital Investments, LLC | 8 | $3.61M | 0.05% | 00.0% | Unchanged |
| GWM Advisors LLC | 8 | $3.61M | 0.05% | +5+166.7% | Added |
| Sargent Bickham Lagudis LLC | 701 | $3.61M | 0.27% | +700+70,000.0% | Added |
| DekaBank Deutsche Girozentrale | 9 | $4.04M | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 9 | $4.06M | 0.07% | −65−87.8% | Reduced |
| Bartlett & Co. LLC | 9 | $4.06M | 0.07% | −65−87.8% | Reduced |
| Security National Bank of Sioux City Iowa | 9 | $4.06M | 2.79% | 00.0% | Unchanged |
| Equitable Trust Co | 9 | $4.06M | 0.25% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 9 | $4.06M | 1.32% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9 | $4.06M | 0.44% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 9 | $4.06M | 1.07% | 00.0% | Unchanged |
| Birinyi Associates Inc | 9 | $4.06M | 1.27% | 00.0% | Unchanged |