| Ameritas Investment Partners, Inc. | 6 | $3.17M | 0.11% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 6 | $3.17M | 1.75% | 00.0% | Unchanged |
| Caldwell Trust Co | 6 | $3.17M | 0.38% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 6 | $3.17M | 0.23% | −2−25.0% | Reduced |
| Augustine Asset Management Inc | 6 | $3.17M | 1.59% | 00.0% | Unchanged |
| Blackhill Capital Inc | 6 | $3.17M | 0.30% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 6 | $3.17M | 0.05% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6 | $3.17M | 0.03% | 00.0% | Unchanged |
| Avenir Corp | 6 | $3.17M | 0.25% | 00.0% | Unchanged |
| Washington Trust Co | 6 | $3.17M | 0.13% | 00.0% | Unchanged |
| Vestor Capital, LLC | 6 | $3.17M | 0.32% | 00.0% | Unchanged |
| Greenleaf Trust | 6 | $3.17M | 0.04% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 6 | $3.17M | 0.09% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 6 | $3.17M | 0.30% | 00.0% | Unchanged |
| Sageworth Trust Co | 6 | $3.17M | 0.25% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 6 | $3.17M | 0.04% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 6 | $3.17M | 0.84% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 6 | $3.17M | 0.91% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 6 | $3.17M | 0.24% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 6 | $3.17M | 0.20% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6 | $3.17M | 1.07% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 6 | $3.17M | 1.45% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 6 | $3.17M | 0.07% | 00.0% | Unchanged |
| Linker Capital Management Inc. | 6 | $3.17M | 3.16% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 6 | $3.17M | 0.10% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 6 | $3.17M | 0.03% | +1+20.0% | Added |
| BOK Financial Private Wealth, Inc. | 6 | $3.17M | 0.23% | +1+20.0% | Added |
| Resource Consulting Group Inc | 6 | $3.17M | 1.10% | +6 | New |
| JTC Employer Solutions Trusteee Ltd | 6 | $3.18M | 0.35% | +1+20.0% | Added |
| Traphagen Investment Advisors LLC | 9,097 | $3.21M | 0.53% | −1,099−10.8% | Reduced |
| Fosun International Ltd | 6 | $3.22M | 0.28% | +2+50.0% | Added |
| Advisor Partners LLC | 7 | $3.68M | 0.23% | +5+250.0% | Added |
| National Bank of Canada | 7 | $3.70M | 0.01% | +1+16.7% | Added |
| Stephens Inc | 7 | $3.70M | 0.06% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 7 | $3.70M | 0.07% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 7 | $3.70M | 0.15% | 00.0% | Unchanged |
| DF Dent & Co Inc | 7 | $3.70M | 0.04% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 7 | $3.70M | 0.05% | 00.0% | Unchanged |
| Mairs & Power Inc | 7 | $3.70M | 0.04% | 00.0% | Unchanged |
| Parthenon LLC | 7 | $3.70M | 0.54% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 7 | $3.70M | 1.17% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 700 | $3.70M | 0.25% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 700 | $3.70M | 1.06% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 7 | $3.70M | 0.88% | 00.0% | Unchanged |
| Adviser Investments LLC | 7 | $3.70M | 0.24% | 00.0% | Unchanged |
| Ycg, LLC | 7 | $3.70M | 0.35% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 7 | $3.70M | 0.85% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 7 | $3.70M | 0.21% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 7 | $3.70M | 0.39% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 7 | $3.70M | 0.33% | 00.0% | Unchanged |
| Iowa State Bank | 7 | $3.70M | 0.86% | +7 | New |
| M Holdings Securities, Inc. | 7 | $3.70M | 0.28% | +7 | New |
| SOA Wealth Advisors, LLC. | 7 | $3.70M | 0.90% | +7 | New |
| Coldstream Capital Management Inc | 7 | $3.70M | 0.13% | −1−12.5% | Reduced |
| Scotia Capital Inc. | 7 | $3.70M | 0.02% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 7 | $3.70M | 0.20% | 00.0% | Unchanged |
| Aspiriant, LLC | 7 | $3.70M | 0.20% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 7 | $3.70M | 0.69% | +1+16.7% | Added |
| Schroder Investment Management Group | 7 | $3.75M | 0.00% | −4−36.4% | Reduced |
| Bokf, NA | 8 | $4.23M | 0.07% | −3−27.3% | Reduced |
| Kore Private Wealth LLC | 8 | $4.23M | 0.53% | −2−20.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8 | $4.23M | 0.47% | −1−11.1% | Reduced |
| South Dakota Investment Council | 8 | $4.23M | 0.08% | −1−11.1% | Reduced |
| Sage Mountain Advisors LLC | 8 | $4.23M | 0.66% | −1−11.1% | Reduced |
| Sargent Bickham Lagudis LLC | 701 | $4.23M | 0.33% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 8 | $4.23M | 0.08% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 8 | $4.23M | 2.29% | 00.0% | Unchanged |
| Compass Capital Management, Inc | 8 | $4.23M | 0.30% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 8 | $4.23M | 0.10% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 8 | $4.23M | 0.09% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 8 | $4.23M | 0.50% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 8 | $4.23M | 0.51% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 8 | $4.23M | 0.54% | 00.0% | Unchanged |
| American National Bank | 8 | $4.23M | 0.84% | 00.0% | Unchanged |
| Rathbone Brothers plc | 8 | $4.23M | 0.04% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 8 | $4.23M | 0.28% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 8 | $4.23M | 0.15% | 00.0% | Unchanged |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 8 | $4.23M | 0.24% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 8 | $4.23M | 0.17% | 00.0% | Unchanged |
| AE Wealth Management LLC | 8 | $4.23M | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8 | $4.23M | 0.07% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 8 | $4.23M | 0.97% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 8 | $4.23M | 0.29% | 00.0% | Unchanged |
| Hoese & Co LLP | 8 | $4.23M | 4.37% | 00.0% | Unchanged |
| Unconventional Investor, LLC | 8 | $4.23M | 3.89% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 8 | $4.23M | 0.25% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 8 | $4.23M | 0.08% | +1+14.3% | Added |
| Northstar Group, Inc. | 8 | $4.23M | 1.02% | +1+14.3% | Added |
| Ropes Wealth Advisors LLC | 8 | $4.23M | 0.73% | +1+14.3% | Added |
| Kovitz Investment Group Partners, LLC | 8 | $4.23M | 0.08% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 8 | $4.23M | 0.21% | +2+33.3% | Added |
| Beacon Pointe Advisors, LLC | 8 | $4.23M | 0.06% | +3+60.0% | Added |
| Rocky Mountain Advisers, LLC | 8 | $4.23M | 4.69% | +5+166.7% | Added |
| Ballentine Partners, LLC | 8 | $4.23M | 0.13% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 9 | $4.72M | 0.06% | −2−18.2% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 9 | $4.72M | 3.05% | 00.0% | Unchanged |
| Hall Kathryn A. | 9 | $4.76M | 1.44% | −8−47.1% | Reduced |
| Tiedemann Advisors, LLC | 9 | $4.76M | 0.24% | −1−10.0% | Reduced |
| MJP Associates Inc | 9 | $4.76M | 1.21% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 9 | $4.76M | 0.93% | 00.0% | Unchanged |