| Banque Pictet & Cie SA | 4 | $1.64M | 0.02% | −1−20.0% | Reduced |
| Pictet North America Advisors SA | 4 | $1.64M | 0.22% | −1−20.0% | Reduced |
| Capital Planning Advisors, LLC | 4 | $1.64M | 0.43% | −1−20.0% | Reduced |
| Centerpoint Advisors, LLC | 4 | $1.64M | 0.83% | −1−20.0% | Reduced |
| Clearstead Advisors, LLC | 4 | $1.64M | 0.13% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 4 | $1.64M | 0.00% | 00.0% | Unchanged |
| Santa Monica Partners LP | 4 | $1.64M | 1.22% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 4 | $1.64M | 0.15% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 4 | $1.64M | 0.65% | 00.0% | Unchanged |
| Wade G W & Inc | 4 | $1.64M | 0.07% | 00.0% | Unchanged |
| Black Diamond Capital Management, L.L.C. | 4 | $1.64M | 0.89% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 4 | $1.64M | 0.21% | 00.0% | Unchanged |
| Coastline Trust Co | 4 | $1.64M | 0.24% | 00.0% | Unchanged |
| Regis Management CO LLC | 4 | $1.64M | 0.37% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 4 | $1.64M | 0.03% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 4 | $1.64M | 0.20% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 4 | $1.64M | 0.11% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 4 | $1.64M | 0.32% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 4 | $1.64M | 0.02% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 4 | $1.64M | 0.29% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 4 | $1.64M | 0.62% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 4 | $1.64M | 0.78% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 4 | $1.64M | 0.05% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 4 | $1.64M | 0.16% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 4 | $1.64M | 0.79% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4 | $1.64M | 0.09% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 4 | $1.64M | 1.42% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 4 | $1.64M | 0.31% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 4 | $1.64M | 0.49% | 00.0% | Unchanged |
| Cetera Investment Advisers | 4 | $1.64M | 0.03% | 00.0% | Unchanged |
| Heritage Trust Co | 6 | $1.64M | 0.27% | 00.0% | Unchanged |
| Helios Capital Management Pte. Ltd | 4 | $1.64M | 3.08% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 4 | $1.64M | 0.13% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 4 | $1.64M | 0.06% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 4 | $1.64M | 0.08% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 4 | $1.64M | 0.92% | 00.0% | Unchanged |
| Intrua Financial, LLC | 4 | $1.64M | 0.35% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 4 | $1.64M | 0.76% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 400 | $1.64M | 0.94% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 4 | $1.64M | 1.18% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 4 | $1.64M | 0.07% | 00.0% | Unchanged |
| Fortress Wealth Management, Inc. | 4 | $1.64M | 1.54% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 4 | $1.64M | 0.63% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 4 | $1.64M | 1.68% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 4 | $1.64M | 0.83% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 4 | $1.64M | 0.30% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 4 | $1.64M | 0.31% | +1+33.3% | Added |
| Next Level Private LLC | 4 | $1.64M | 0.63% | +4 | New |
| Pittenger & Anderson Inc | 43 | $1.76M | 0.10% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 5 | $2.04M | 0.08% | 00.0% | Unchanged |
| Virtu Financial LLC | 5 | $2.04M | 0.17% | −547−99.1% | Reduced |
| Washington Trust Co | 5 | $2.04M | 0.10% | −1−16.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 5 | $2.04M | 0.18% | −1−16.7% | Reduced |
| Congress Wealth Management LLC | 5 | $2.04M | 0.05% | −1−16.7% | Reduced |
| Parallel Advisors, LLC | 5 | $2.04M | 0.09% | 00.0% | Unchanged |
| Dodge & Cox | 5 | $2.04M | 0.00% | 00.0% | Unchanged |
| Meritage Portfolio Management | 5 | $2.04M | 0.16% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 5 | $2.04M | 1.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 5 | $2.04M | 0.25% | 00.0% | Unchanged |
| Rbo & Co LLC | 5 | $2.04M | 0.37% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 5 | $2.04M | 0.33% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $2.04M | 0.19% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 5 | $2.04M | 0.06% | 00.0% | Unchanged |
| Rex Capital Advisors, LLC | 5 | $2.04M | 1.32% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 5 | $2.04M | 0.18% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 5 | $2.04M | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 5 | $2.04M | 0.10% | 00.0% | Unchanged |
| Narwhal Capital Management | 5 | $2.04M | 0.28% | 00.0% | Unchanged |
| Fiera Capital Corp | 5 | $2.04M | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 5 | $2.04M | 0.02% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 5 | $2.04M | 0.46% | 00.0% | Unchanged |
| Chicago Trust Co NA | 5 | $2.04M | 0.52% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 5 | $2.04M | 0.05% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 5 | $2.04M | 0.27% | 00.0% | Unchanged |
| CPWM, LLC | 5 | $2.04M | 0.18% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 5 | $2.04M | 0.93% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 5 | $2.04M | 0.38% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 5 | $2.04M | 0.71% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 5 | $2.04M | 1.79% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 5 | $2.04M | 0.03% | 00.0% | Unchanged |
| FourThought Financial, LLC | 5 | $2.04M | 0.30% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 5 | $2.04M | 0.12% | 00.0% | Unchanged |
| Capricorn Fund Managers Ltd | 5 | $2.04M | 0.37% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 5 | $2.04M | 1.28% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 5 | $2.04M | 0.82% | 00.0% | Unchanged |
| First Interstate Bank | 5 | $2.04M | 0.15% | +1+25.0% | Added |
| Moreno Evelyn V | 5 | $2.04M | 0.48% | +2+66.7% | Added |
| Main Street Research LLC | 5 | $2.04M | 0.54% | +5 | New |
| Farmer Steven Patrick | 5 | $2.04M | 0.03% | +5 | New |
| Wealth Enhancement & Preservation of GA, LLC | 5 | $2.04M | 2.16% | +5 | New |
| Coastal Investment Advisors, Inc. | 5 | $2.08M | 0.51% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 5 | $2.09M | 0.02% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 3,099 | $2.32M | 0.61% | +3+0.1% | Added |
| Ameritas Investment Partners, Inc. | 6 | $2.45M | 0.11% | 00.0% | Unchanged |
| Caldwell Trust Co | 6 | $2.45M | 0.34% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 6 | $2.45M | 1.51% | 00.0% | Unchanged |
| Resource Consulting Group Inc | 6 | $2.45M | 1.06% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 6 | $2.45M | 0.09% | 00.0% | Unchanged |
| Blackhill Capital Inc | 6 | $2.45M | 0.28% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 6 | $2.45M | 0.04% | 00.0% | Unchanged |