| Van Hulzen Asset Management, LLC | 9 | $3.68M | 0.44% | 00.0% | Unchanged |
| Argent Trust Co | 9 | $3.68M | 0.25% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 9 | $3.68M | 2.40% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 9 | $3.68M | 1.65% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 9 | $3.68M | 0.19% | +1+12.5% | Added |
| Westwood Holdings Group Inc. | 9 | $3.68M | 0.04% | +3+50.0% | Added |
| Cerity Partners LLC | 9 | $3.68M | 0.04% | +1+12.5% | Added |
| Sanders Morris Harris LLC | 9 | $3.74M | 0.82% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 9 | $3.80M | 2.48% | 00.0% | Unchanged |
| London Co of Virginia | 10 | $4.09M | 0.02% | 00.0% | Unchanged |
| Bristol John W & Co Inc | 10 | $4.09M | 0.10% | −2−16.7% | Reduced |
| United Capital Financial Advisers, LLC | 10 | $4.09M | 0.02% | −1−9.1% | Reduced |
| InterOcean Capital Group, LLC | 10 | $4.09M | 0.17% | −1−9.1% | Reduced |
| Klingenstein Fields & Co LP | 10 | $4.09M | 0.21% | 00.0% | Unchanged |
| First National Bank of Omaha | 10 | $4.09M | 0.25% | 00.0% | Unchanged |
| Huntington National Bank | 10 | $4.09M | 0.04% | 00.0% | Unchanged |
| Montag A & Associates Inc | 10 | $4.09M | 0.26% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 10 | $4.09M | 0.52% | 00.0% | Unchanged |
| Intrust Bank NA | 10 | $4.09M | 0.59% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 10 | $4.09M | 0.40% | 00.0% | Unchanged |
| Allen Investment Management LLC | 10 | $4.09M | 0.07% | 00.0% | Unchanged |
| Barton Investment Management | 10 | $4.09M | 0.83% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 10 | $4.09M | 1.14% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 10 | $4.09M | 1.21% | 00.0% | Unchanged |
| Glenview Trust Co | 10 | $4.09M | 0.15% | 00.0% | Unchanged |
| Courant Investment Management LLC | 10 | $4.09M | 3.91% | 00.0% | Unchanged |
| Bremer Bank National Association | 10 | $4.09M | 0.78% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 10 | $4.09M | 0.16% | 00.0% | Unchanged |
| Bizma Investimentos Ltda | 10 | $4.09M | 2.92% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 10 | $4.09M | 0.37% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 10 | $4.09M | 0.01% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 10 | $4.09M | 3.93% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 10 | $4.09M | 5.95% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 10 | $4.09M | 1.17% | 00.0% | Unchanged |
| MJP Associates Inc | 10 | $4.09M | 1.15% | +1+11.1% | Added |
| GWM Advisors LLC | 10 | $4.09M | 0.07% | +10 | New |
| swisspartners Ltd. | 10 | $4.22M | 4.04% | +5+100.0% | Added |
| Moneta Group Investment Advisors LLC | 11 | $4.40M | 0.15% | −1−8.3% | Reduced |
| Enterprise Financial Services Corp | 11 | $4.50M | 0.88% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 11 | $4.50M | 0.09% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 11 | $4.50M | 2.10% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 11 | $4.50M | 0.32% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 11 | $4.50M | 0.21% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 11 | $4.50M | 3.04% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 11 | $4.50M | 0.07% | +1+10.0% | Added |
| Pacific Global Investment Management CO | 11 | $4.50M | 1.06% | +1+10.0% | Added |
| Manufacturers Life Insurance Company, The | 11 | $4.50M | 0.00% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 11 | $4.50M | 0.02% | +1+10.0% | Added |
| Financial Counselors Inc | 12 | $4.91M | 0.11% | −1−7.7% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 12 | $4.91M | 2.19% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 12 | $4.91M | 0.55% | +6+100.0% | Added |
| MBB Public Markets I LLC | 12 | $4.91M | 0.12% | +12 | New |
| Farmers & Merchants Trust Co of Long Beach | 12 | $4.91M | 1.50% | 00.0% | Unchanged |
| First Foundation Advisors | 11 | $4.96M | 0.22% | 00.0% | Unchanged |
| Fiduciary Trust Co | 13 | $5.32M | 0.11% | 00.0% | Unchanged |
| Central Trust Co | 13 | $5.32M | 0.18% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 13 | $5.32M | 0.28% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 13 | $5.32M | 1.11% | 00.0% | Unchanged |
| Pacifica Capital Investments, LLC | 13 | $5.32M | 2.03% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 13 | $5.32M | 0.95% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 13 | $5.32M | 0.03% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 13 | $5.32M | 0.61% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 13 | $5.32M | 0.24% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 13 | $5.32M | 1.32% | +3+30.0% | Added |
| AE Wealth Management LLC | 13 | $5.32M | 0.04% | +5+62.5% | Added |
| Northwestern Mutual Wealth Management Co | 13 | $5.32M | 0.01% | −7−35.0% | Reduced |
| Valeo Financial Advisors, LLC | 14 | $5.72M | 0.36% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 14 | $5.72M | 0.25% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 14 | $5.72M | 0.62% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 14 | $5.72M | 0.05% | +1+7.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 14 | $5.72M | 0.24% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 14 | $5.73M | 0.12% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 14 | $5.73M | 0.12% | 00.0% | Unchanged |
| Aire Advisors, LLC | 14 | $5.73M | 2.04% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 14 | $5.73M | 0.21% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 14 | $5.73M | 1.55% | 00.0% | Unchanged |
| Comerica Bank | 14 | $5.95M | 0.05% | +1+7.7% | Added |
| Orion Portfolio Solutions, LLC | 15 | $6.13M | 0.25% | −2−11.8% | Reduced |
| Carret Asset Management, LLC | 15 | $6.13M | 0.85% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 15 | $6.13M | 0.98% | 00.0% | Unchanged |
| LMCG Investments, LLC | 15 | $6.13M | 0.42% | 00.0% | Unchanged |
| Vicus Capital | 15 | $6.13M | 0.69% | 00.0% | Unchanged |
| Pecaut & Co. | 15 | $6.13M | 3.46% | 00.0% | Unchanged |
| Security National Bank | 15 | $6.13M | 1.71% | 00.0% | Unchanged |
| Rossmore Private Capital | 15 | $6.13M | 1.06% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 15 | $6.13M | 0.94% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 15 | $6.13M | 0.56% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 15 | $6.13M | 0.67% | +1+7.1% | Added |
| Carnegie Capital Asset Management, LLC | 15 | $6.13M | 0.28% | +6+66.7% | Added |
| Northstar Asset Management Inc | 312 | $6.13M | 2.02% | 00.0% | Unchanged |
| Amundi | 15 | $6.19M | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 15 | $6.24M | 3.52% | 00.0% | Unchanged |
| Choate Investment Advisors | 16 | $6.54M | 0.40% | −1−5.9% | Reduced |
| Puzo Michael J | 16 | $6.54M | 2.32% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 16 | $6.54M | 1.44% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 16 | $6.54M | 0.04% | +2+14.3% | Added |
| WoodTrust Financial Corp | 16 | $6.54M | 1.47% | +2+14.3% | Added |
| Atria Wealth Solutions, Inc. | 66 | $6.55M | 0.13% | +49+288.2% | Added |
| Janus Henderson Group PLC | 16 | $6.56M | 0.00% | −1−5.9% | Reduced |
| Howland Capital Management LLC | 17 | $6.95M | 0.43% | 00.0% | Unchanged |