| Spinnaker Trust | 9 | $4.06M | 0.26% | 00.0% | Unchanged |
| Beddow Capital Management Inc | 9 | $4.06M | 2.30% | 00.0% | Unchanged |
| Weil Company, Inc. | 9 | $4.06M | 1.89% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 9 | $4.06M | 0.13% | 00.0% | Unchanged |
| South Dakota Investment Council | 9 | $4.06M | 0.07% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 9 | $4.06M | 0.68% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 9 | $4.06M | 1.16% | 00.0% | Unchanged |
| Argent Trust Co | 9 | $4.06M | 0.24% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 9 | $4.06M | 0.49% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 9 | $4.06M | 2.36% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 9 | $4.06M | 0.44% | +8+800.0% | Added |
| Keystone Wealth Services, LLC | 9 | $4.06M | 1.65% | +9 | New |
| Sanders Morris Harris LLC | 9 | $4.07M | 0.70% | 00.0% | Unchanged |
| MJP Associates Inc | 9 | $4.09M | 1.23% | +9 | New |
| Arkfeld Wealth Strategies, L.L.C. | 9 | $4.36M | 2.62% | 00.0% | Unchanged |
| Bremer Bank National Association | 10 | $4.51M | 0.75% | −7−41.2% | Reduced |
| Glenview Trust Co | 10 | $4.51M | 0.15% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 10 | $4.51M | 0.12% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 10 | $4.51M | 0.17% | −18−64.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 10 | $4.51M | 0.09% | −2−16.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 10 | $4.51M | 0.16% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 10 | $4.51M | 0.32% | 00.0% | Unchanged |
| Montag A & Associates Inc | 10 | $4.51M | 0.22% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 10 | $4.51M | 0.18% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 10 | $4.51M | 0.83% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 10 | $4.51M | 0.47% | 00.0% | Unchanged |
| Intrust Bank NA | 10 | $4.51M | 0.54% | 00.0% | Unchanged |
| London Co of Virginia | 10 | $4.51M | 0.02% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 10 | $4.51M | 0.07% | 00.0% | Unchanged |
| Allen Investment Management LLC | 10 | $4.51M | 0.06% | 00.0% | Unchanged |
| Barton Investment Management | 10 | $4.51M | 0.39% | 00.0% | Unchanged |
| Kings Point Capital Management | 10 | $4.51M | 0.37% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 10 | $4.51M | 0.22% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 10 | $4.51M | 1.14% | 00.0% | Unchanged |
| Courant Investment Management LLC | 10 | $4.51M | 3.64% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 10 | $4.51M | 0.55% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $4.51M | 0.98% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 10 | $4.51M | 1.71% | 00.0% | Unchanged |
| Bizma Investimentos Ltda | 10 | $4.51M | 2.64% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 10 | $4.51M | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 10 | $4.51M | 0.04% | +1+11.1% | Added |
| Virginia Wealth Management Group, Inc. | 10 | $4.51M | 4.06% | +10 | New |
| Sutton Place Investors LLC | 10 | $4.51M | 5.18% | +10 | New |
| 1832 Asset Management L.P. | 10 | $4.56M | 0.01% | −1−9.1% | Reduced |
| swisspartners Ltd. | 10 | $4.57M | 3.24% | 00.0% | Unchanged |
| Bokf, NA | 11 | $4.96M | 0.08% | 00.0% | Unchanged |
| First National Bank of Omaha | 11 | $4.96M | 0.24% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 11 | $4.96M | 0.03% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 11 | $4.96M | 0.11% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 11 | $4.96M | 2.04% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 11 | $4.96M | 0.34% | 00.0% | Unchanged |
| First Foundation Advisors | 11 | $4.96M | 0.17% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 11 | $4.96M | 0.33% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 11 | $4.96M | 2.82% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 11 | $4.96M | 0.70% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 11 | $4.96M | 0.22% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 11 | $4.96M | 0.19% | +2+22.2% | Added |
| Enterprise Financial Services Corp | 11 | $4.96M | 0.76% | 00.0% | Unchanged |
| Schroder Investment Management Group | 11 | $4.96M | 0.01% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 12 | $5.41M | 0.39% | −2−14.3% | Reduced |
| Beck Mack & Oliver LLC | 12 | $5.41M | 0.13% | 00.0% | Unchanged |
| Bristol John W & Co Inc | 12 | $5.41M | 0.09% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 12 | $5.41M | 0.02% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 12 | $5.41M | 2.11% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 12 | $5.41M | 1.32% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 12 | $5.41M | 0.00% | +2+20.0% | Added |
| CWM, LLC | 12 | $5.41M | 0.04% | +12 | New |
| MBB Public Markets I LLC | 12 | $5.41M | 0.11% | +12 | New |
| Windsor Creek Advisors, LLC | 2,442 | $5.85M | 2.59% | +2,424+13,466.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 13 | $5.86M | 0.51% | 00.0% | Unchanged |
| Fiduciary Trust Co | 13 | $5.86M | 0.10% | −1−7.1% | Reduced |
| Baker Ellis Asset Management LLC | 13 | $5.86M | 1.03% | 00.0% | Unchanged |
| Central Trust Co | 13 | $5.86M | 0.17% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 13 | $5.86M | 0.03% | 00.0% | Unchanged |
| Financial Counselors Inc | 13 | $5.86M | 0.12% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 13 | $5.86M | 0.27% | 00.0% | Unchanged |
| Pacifica Capital Investments, LLC | 13 | $5.86M | 1.80% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 13 | $5.86M | 0.82% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 13 | $5.86M | 0.03% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 13 | $5.86M | 0.10% | +2+18.2% | Added |
| Comerica Bank | 13 | $6.00M | 0.04% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 14 | $6.31M | 0.68% | −1−6.7% | Reduced |
| Mercer Global Advisors Inc | 14 | $6.31M | 0.04% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 14 | $6.31M | 0.22% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 14 | $6.31M | 1.96% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 14 | $6.31M | 0.34% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 14 | $6.31M | 0.25% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 14 | $6.31M | 1.31% | +1+7.7% | Added |
| Aire Advisors, LLC | 14 | $6.31M | 2.73% | +14 | New |
| Private Advisor Group, LLC | 14 | $6.31M | 0.05% | +2+16.7% | Added |
| K.J. Harrison & Partners Inc | 14 | $6.32M | 0.89% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 312 | $6.76M | 1.70% | −100−24.3% | Reduced |
| Global Financial Private Client, LLC | 15 | $6.76M | 3.27% | 00.0% | Unchanged |
| Pecaut & Co. | 15 | $6.76M | 3.43% | −4−21.1% | Reduced |
| Griffin Asset Management, Inc. | 15 | $6.76M | 0.84% | −1−6.3% | Reduced |
| Carret Asset Management, LLC | 15 | $6.76M | 0.75% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 15 | $6.76M | 0.01% | 00.0% | Unchanged |
| Rossmore Private Capital | 15 | $6.76M | 1.06% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 15 | $6.76M | 0.96% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 15 | $6.76M | 0.55% | 00.0% | Unchanged |