| 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 |
| M&R Capital Management Inc | 4 | $1.64M | 0.43% | 00.0% | Unchanged |
| CORDA Investment Management, LLC. | 4 | $1.64M | 0.14% | 00.0% | Unchanged |
| Biechele Royce Advisors | 4 | $1.64M | 0.73% | 00.0% | Unchanged |
| Lavaca Capital LLC | 3 | $1.45M | 0.73% | 00.0% | Unchanged |
| Melone Private Wealth, LLC | 3 | $1.26M | 1.07% | 00.0% | Unchanged |
| Financial Management Network Inc | 3 | $1.25M | 0.66% | 00.0% | Unchanged |
| Country Club Bank | 3 | $1.23M | 0.11% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3 | $1.23M | 0.34% | 00.0% | Unchanged |
| HFR Wealth Management, LLC | 300 | $1.23M | 0.37% | −200−40.0% | Reduced |
| BTC Capital Management, Inc. | 3 | $1.23M | 0.15% | −1−25.0% | Reduced |
| First PREMIER Bank | 3 | $1.23M | 0.37% | −1−25.0% | Reduced |
| Associated Banc-Corp | 3 | $1.23M | 0.05% | 00.0% | Unchanged |
| Lincoln National Corp | 3 | $1.23M | 0.03% | 00.0% | Unchanged |
| South State Corp. | 3 | $1.23M | 0.12% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 3 | $1.23M | 0.02% | 00.0% | Unchanged |
| Edgewood Management LLC | 3 | $1.23M | 0.00% | 00.0% | Unchanged |
| Middleton & Co Inc | 3 | $1.23M | 0.16% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $1.23M | 0.00% | 00.0% | Unchanged |
| Boston Family Office LLC | 3 | $1.23M | 0.10% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 3 | $1.23M | 0.05% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 3 | $1.23M | 0.15% | 00.0% | Unchanged |
| S. Muoio & Co. LLC | 3 | $1.23M | 1.75% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 3 | $1.23M | 0.09% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 3 | $1.23M | 0.50% | 00.0% | Unchanged |
| Chelsea Counsel Co | 3 | $1.23M | 0.63% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3 | $1.23M | 0.00% | 00.0% | Unchanged |
| BancorpSouth Bank | 3 | $1.23M | 0.18% | 00.0% | Unchanged |
| Cypress Capital Group | 3 | $1.23M | 0.19% | 00.0% | Unchanged |
| BBR Partners, LLC | 3 | $1.23M | 0.14% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 3 | $1.23M | 0.10% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 3 | $1.23M | 0.06% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 3 | $1.23M | 0.51% | 00.0% | Unchanged |
| Cetera Advisors LLC | 3 | $1.23M | 0.03% | 00.0% | Unchanged |
| Gradient Investments LLC | 3 | $1.23M | 0.04% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 3 | $1.23M | 0.53% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 3 | $1.23M | 0.13% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $1.23M | 0.21% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 3 | $1.23M | 0.34% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 3 | $1.23M | 0.41% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 3 | $1.23M | 1.38% | 00.0% | Unchanged |
| Bridgeworth, LLC | 3 | $1.23M | 0.29% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 3 | $1.23M | 0.62% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 3 | $1.23M | 0.30% | 00.0% | Unchanged |
| Atom Investors LP | 3 | $1.23M | 0.54% | 00.0% | Unchanged |
| Chicago Capital, LLC | 3 | $1.23M | 0.07% | 00.0% | Unchanged |
| Independent Family Office, LLC | 3 | $1.23M | 1.12% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 3 | $1.23M | 0.05% | 00.0% | Unchanged |
| Rothschild & Co Wealth Management UK Ltd | 3 | $1.23M | 0.03% | 00.0% | Unchanged |
| Graypoint LLC | 3 | $1.23M | 0.16% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 3 | $1.23M | 0.18% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 3 | $1.23M | 0.33% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 3 | $1.23M | 0.49% | 00.0% | Unchanged |
| Cornerstone Wealth Advisors, Inc. | 3 | $1.23M | 0.47% | 00.0% | Unchanged |
| Bank of New Hampshire | 3 | $1.23M | 0.36% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 3 | $1.23M | 0.76% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 3 | $1.23M | 0.19% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 3 | $1.23M | 1.25% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 3 | $1.23M | 0.06% | 00.0% | Unchanged |