| 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 |
| swisspartners Ltd. | 10 | $4.57M | 3.24% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 10 | $4.56M | 0.01% | −1−9.1% | Reduced |
| 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 |
| 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 |
| Arkfeld Wealth Strategies, L.L.C. | 9 | $4.36M | 2.62% | 00.0% | Unchanged |
| MJP Associates Inc | 9 | $4.09M | 1.23% | +9 | New |
| Sanders Morris Harris LLC | 9 | $4.07M | 0.70% | 00.0% | Unchanged |
| 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 |
| 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 |
| Bartlett & Co. Wealth Management LLC | 9 | $4.06M | 0.07% | −65−87.8% | Reduced |
| DekaBank Deutsche Girozentrale | 9 | $4.04M | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| Bragg Financial Advisors, Inc | 8 | $3.29M | 0.21% | 00.0% | Unchanged |
| Scotia Capital Inc. | 7 | $3.16M | 0.02% | 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 |