| Wall Street Access Asset Management, LLC | 6 | $2.44M | 1.75% | −49−89.1% | Reduced |
| Ameritas Investment Partners, Inc. | 6 | $2.44M | 0.11% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 6 | $2.44M | 0.00% | −888−99.3% | Reduced |
| Westwood Holdings Group Inc. | 6 | $2.44M | 0.03% | −3−33.3% | Reduced |
| Cetera Advisor Networks LLC | 6 | $2.44M | 0.03% | −2−25.0% | Reduced |
| Bokf, NA | 6 | $2.44M | 0.05% | −1−14.3% | Reduced |
| Augustine Asset Management Inc | 6 | $2.44M | 1.60% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 6 | $2.44M | 0.10% | 00.0% | Unchanged |
| Blackhill Capital Inc | 6 | $2.44M | 0.29% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 6 | $2.44M | 0.05% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6 | $2.44M | 0.03% | 00.0% | Unchanged |
| Avenir Corp | 6 | $2.44M | 0.26% | 00.0% | Unchanged |
| MAI Capital Management | 6 | $2.44M | 0.05% | 00.0% | Unchanged |
| Vestor Capital, LLC | 6 | $2.44M | 0.32% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 6 | $2.44M | 0.07% | 00.0% | Unchanged |
| Sageworth Trust Co | 6 | $2.44M | 0.22% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 6 | $2.44M | 2.06% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 6 | $2.44M | 0.79% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 6 | $2.44M | 0.87% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 6 | $2.44M | 0.24% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 6 | $2.44M | 1.84% | 00.0% | Unchanged |
| Avondale Wealth Management | 6 | $2.44M | 2.66% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 6 | $2.44M | 0.20% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 6 | $2.44M | 1.46% | 00.0% | Unchanged |
| Linker Capital Management Inc. | 6 | $2.44M | 3.02% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 6 | $2.44M | 0.89% | +1+20.0% | Added |
| Balboa Wealth Partners | 6 | $2.44M | 1.07% | +6 | New |
| Traphagen Investment Advisors LLC | 10,231 | $2.73M | 0.51% | −119−1.1% | Reduced |
| Advisor Partners II, LLC | 7 | $2.83M | 0.21% | +7 | New |
| JTC Employer Solutions Trusteee Ltd | 7 | $2.84M | 0.47% | 00.0% | Unchanged |
| Equitable Trust Co | 7 | $2.85M | 0.24% | −2−22.2% | Reduced |
| Old National Bancorp | 7 | $2.85M | 0.10% | 00.0% | Unchanged |
| Stephens Inc | 7 | $2.85M | 0.06% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 7 | $2.85M | 0.07% | 00.0% | Unchanged |
| DF Dent & Co Inc | 7 | $2.85M | 0.04% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 7 | $2.85M | 0.21% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 7 | $2.85M | 0.69% | 00.0% | Unchanged |
| Mairs & Power Inc | 7 | $2.85M | 0.04% | 00.0% | Unchanged |
| Parthenon LLC | 7 | $2.85M | 0.51% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 7 | $2.85M | 1.08% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 700 | $2.85M | 0.18% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 700 | $2.85M | 0.92% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 7 | $2.85M | 0.76% | 00.0% | Unchanged |
| Adviser Investments LLC | 7 | $2.85M | 0.20% | 00.0% | Unchanged |
| Iowa State Bank | 7 | $2.85M | 0.81% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 7 | $2.85M | 0.31% | 00.0% | Unchanged |
| Ycg, LLC | 7 | $2.85M | 0.34% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7 | $2.85M | 1.98% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 7 | $2.85M | 0.37% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 7 | $2.85M | 0.32% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 7 | $2.85M | 0.86% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 7 | $2.85M | 0.04% | +6+600.0% | Added |
| Hall Kathryn A. | 8 | $3.25M | 1.35% | −1−11.1% | Reduced |
| Northstar Group, Inc. | 8 | $3.25M | 0.97% | 00.0% | Unchanged |
| Bluestein R H & Co | 8 | $3.25M | 0.20% | −1−11.1% | Reduced |
| Cerity Partners LLC | 8 | $3.25M | 0.04% | −1−11.1% | Reduced |
| Beck Mack & Oliver LLC | 8 | $3.25M | 0.11% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 8 | $3.25M | 0.08% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8 | $3.25M | 0.44% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 8 | $3.25M | 2.39% | 00.0% | Unchanged |
| Compass Capital Management, Inc | 8 | $3.25M | 0.29% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 8 | $3.25M | 0.09% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 8 | $3.25M | 0.08% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 8 | $3.25M | 0.09% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 8 | $3.25M | 0.47% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 8 | $3.25M | 0.47% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 8 | $3.25M | 0.49% | 00.0% | Unchanged |
| American National Bank | 8 | $3.25M | 0.78% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 8 | $3.25M | 0.22% | 00.0% | Unchanged |
| Rathbone Brothers plc | 8 | $3.25M | 0.04% | 00.0% | Unchanged |
| Brighton Jones LLC | 8 | $3.25M | 0.19% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 8 | $3.25M | 0.11% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 8 | $3.25M | 0.28% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 8 | $3.25M | 4.23% | 00.0% | Unchanged |
| South Dakota Investment Council | 8 | $3.25M | 0.08% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 8 | $3.25M | 0.15% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 8 | $3.25M | 0.11% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 8 | $3.25M | 0.68% | 00.0% | Unchanged |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 8 | $3.25M | 0.22% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 8 | $3.25M | 0.08% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 8 | $3.25M | 0.87% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 8 | $3.25M | 0.15% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8 | $3.25M | 0.06% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 8 | $3.25M | 0.87% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 8 | $3.25M | 0.59% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 8 | $3.25M | 0.86% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 8 | $3.25M | 0.38% | +8 | New |
| Black Swift Group, LLC | 11,111 | $3.37M | 1.66% | +11,111 | New |
| GWM Advisors LLC | 9 | $3.66M | 0.06% | −1−10.0% | Reduced |
| Tiedemann Advisors, LLC | 9 | $3.66M | 0.22% | 00.0% | Unchanged |
| Aspiriant, LLC | 9 | $3.66M | 0.18% | +2+28.6% | Added |
| Carnegie Capital Asset Management, LLC | 9 | $3.66M | 0.17% | −6−40.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 9 | $3.66M | 0.02% | −2−18.2% | Reduced |
| First National Bank of Omaha | 9 | $3.66M | 0.24% | −1−10.0% | Reduced |
| Walter & Keenan Financial Consulting Co | 9 | $3.66M | 1.55% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 9 | $3.66M | 3.26% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 9 | $3.66M | 1.31% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 9 | $3.66M | 0.17% | 00.0% | Unchanged |
| Birinyi Associates Inc | 9 | $3.66M | 1.71% | 00.0% | Unchanged |
| Beddow Capital Management Inc | 9 | $3.66M | 2.21% | 00.0% | Unchanged |