| Equitable Trust Co | 9 | $4.76M | 0.31% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 9 | $4.76M | 1.62% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 9 | $4.76M | 3.54% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 9 | $4.76M | 1.37% | 00.0% | Unchanged |
| Birinyi Associates Inc | 9 | $4.76M | 1.64% | 00.0% | Unchanged |
| Spinnaker Trust | 9 | $4.76M | 0.32% | 00.0% | Unchanged |
| Beddow Capital Management Inc | 9 | $4.76M | 2.51% | 00.0% | Unchanged |
| Weil Company, Inc. | 9 | $4.76M | 2.39% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 9 | $4.76M | 0.17% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 9 | $4.76M | 0.87% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 9 | $4.76M | 0.50% | 00.0% | Unchanged |
| Argent Trust Co | 9 | $4.76M | 0.29% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 9 | $4.76M | 2.76% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 9 | $4.76M | 1.89% | 00.0% | Unchanged |
| Bluestein R H & Co | 9 | $4.76M | 0.20% | +1+12.5% | Added |
| Brighton Jones LLC | 9 | $4.76M | 0.22% | +2+28.6% | Added |
| Citizens National Bank Trust Department | 10 | $4.84M | 1.95% | 00.0% | Unchanged |
| First Foundation Advisors | 11 | $4.96M | 0.18% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 10 | $5.05M | 6.04% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 10 | $5.15M | 4.61% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 10 | $5.22M | 0.01% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 10 | $5.28M | 0.39% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 10 | $5.29M | 0.42% | −6−37.5% | Reduced |
| First National Bank of Omaha | 10 | $5.29M | 0.27% | −1−9.1% | Reduced |
| Huntington National Bank | 10 | $5.29M | 0.05% | 00.0% | Unchanged |
| Montag A & Associates Inc | 10 | $5.29M | 0.28% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 10 | $5.29M | 1.03% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 10 | $5.29M | 0.57% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 10 | $5.29M | 0.20% | 00.0% | Unchanged |
| Intrust Bank NA | 10 | $5.29M | 0.67% | 00.0% | Unchanged |
| London Co of Virginia | 10 | $5.29M | 0.03% | 00.0% | Unchanged |
| Allen Investment Management LLC | 10 | $5.29M | 0.07% | 00.0% | Unchanged |
| Barton Investment Management | 10 | $5.29M | 0.67% | 00.0% | Unchanged |
| Kings Point Capital Management | 10 | $5.29M | 0.46% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 10 | $5.29M | 0.02% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 10 | $5.29M | 1.34% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 10 | $5.29M | 0.20% | 00.0% | Unchanged |
| Courant Investment Management LLC | 10 | $5.29M | 4.71% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $5.29M | 1.17% | 00.0% | Unchanged |
| Bizma Investimentos Ltda | 10 | $5.29M | 3.44% | 00.0% | Unchanged |
| Glenview Trust Co | 10 | $5.29M | 0.17% | 00.0% | Unchanged |
| Bremer Bank National Association | 10 | $5.29M | 0.87% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 10 | $5.29M | 0.16% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 10 | $5.29M | 1.68% | +1+11.1% | Added |
| Klingenstein Fields & Co LP | 10 | $5.29M | 0.23% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 10 | $5.29M | 0.07% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 10 | $5.37M | 0.01% | +1+11.1% | Added |
| Red Cedar Capital, LLC | 11 | $5.63M | 3.39% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 11 | $5.82M | 0.03% | −1−8.3% | Reduced |
| Enterprise Financial Services Corp | 11 | $5.82M | 0.95% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 11 | $5.82M | 0.04% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 11 | $5.82M | 0.12% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 11 | $5.82M | 2.45% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 11 | $5.82M | 0.44% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 11 | $5.82M | 0.23% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 11 | $5.82M | 0.81% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 11 | $5.82M | 0.25% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 11 | $5.82M | 0.11% | +1+10.0% | Added |
| Moneta Group Investment Advisors LLC | 12 | $5.82M | 0.23% | +11+1,100.0% | Added |
| Manufacturers Life Insurance Company, The | 11 | $5.82M | 0.00% | −1−8.3% | Reduced |
| Beck Mack & Oliver LLC | 12 | $6.35M | 0.16% | 00.0% | Unchanged |
| Bristol John W & Co Inc | 12 | $6.35M | 0.13% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 12 | $6.35M | 0.49% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 12 | $6.35M | 2.47% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 12 | $6.35M | 1.65% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 14 | $6.74M | 0.27% | 00.0% | Unchanged |
| Comerica Bank | 13 | $6.80M | 0.05% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 13 | $6.88M | 0.31% | −9−40.9% | Reduced |
| Private Advisor Group, LLC | 13 | $6.88M | 0.05% | −1−7.1% | Reduced |
| Fiduciary Trust Co | 13 | $6.88M | 0.12% | 00.0% | Unchanged |
| Central Trust Co | 13 | $6.88M | 0.20% | 00.0% | Unchanged |
| Financial Counselors Inc | 13 | $6.88M | 0.14% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 13 | $6.88M | 0.31% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 13 | $6.88M | 1.23% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 13 | $6.88M | 0.12% | 00.0% | Unchanged |
| Pacifica Capital Investments, LLC | 13 | $6.88M | 2.24% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 13 | $6.88M | 1.05% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 13 | $6.88M | 0.03% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 13 | $6.88M | 0.61% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 15 | $7.26M | 0.50% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 15 | $7.26M | 0.50% | +15 | New |
| Bartlett & Co. Wealth Management LLC | 14 | $7.40M | 0.13% | +5+55.6% | Added |
| K.J. Harrison & Partners Inc | 14 | $7.41M | 1.19% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 14 | $7.41M | 0.04% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 14 | $7.41M | 2.33% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 14 | $7.41M | 0.38% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 14 | $7.41M | 1.50% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 14 | $7.41M | 0.27% | 00.0% | Unchanged |
| Aire Advisors, LLC | 14 | $7.41M | 2.64% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 14 | $7.41M | 0.83% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 14 | $7.41M | 0.13% | +5+55.6% | Added |
| Arete Wealth Advisors, LLC | 14 | $7.41M | 0.62% | +14 | New |
| Lazard Freres Gestion S.A.S. | 14 | $7.43M | 0.22% | −5−26.3% | Reduced |
| Amundi | 15 | $7.80M | 0.01% | −1−6.3% | Reduced |
| Global Financial Private Client, LLC | 15 | $7.92M | 3.83% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 312 | $7.93M | 2.17% | 00.0% | Unchanged |
| Security National Bank | 15 | $7.93M | 1.81% | −3−16.7% | Reduced |
| Rhumbline Advisers | 15 | $7.93M | 0.01% | −2−11.8% | Reduced |
| Vicus Capital | 15 | $7.93M | 0.80% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 15 | $7.93M | 0.91% | 00.0% | Unchanged |