| Steward Partners Investment Advisory, LLC | 8 | $3.75M | 0.06% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 8 | $3.75M | 0.94% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 8 | $3.75M | 0.85% | 00.0% | Unchanged |
| Northstar Group, Inc. | 8 | $3.75M | 1.06% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 8 | $3.75M | 0.03% | +2+33.3% | Added |
| Scotia Capital Inc. | 8 | $3.75M | 0.03% | +8 | New |
| Cidel Asset Management Inc | 8 | $3.75M | 0.18% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8 | $3.75M | 0.45% | 00.0% | Unchanged |
| American National Bank | 8 | $3.75M | 0.77% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 8 | $3.75M | 2.08% | 00.0% | Unchanged |
| South Dakota Investment Council | 8 | $3.75M | 0.08% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 8 | $3.75M | 0.07% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 8 | $3.75M | 1.42% | +8 | New |
| Arkfeld Wealth Strategies, L.L.C. | 8 | $3.84M | 2.53% | −1−11.1% | Reduced |
| Security National Bank of Sioux City Iowa | 9 | $4.22M | 3.22% | 00.0% | Unchanged |
| Birinyi Associates Inc | 9 | $4.22M | 2.03% | 00.0% | Unchanged |
| Beddow Capital Management Inc | 9 | $4.22M | 2.16% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 9 | $4.22M | 0.49% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 9 | $4.22M | 0.22% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 9 | $4.22M | 2.91% | −2−18.2% | Reduced |
| Moneta Group Investment Advisors LLC | 9 | $4.22M | 0.12% | −1−10.0% | Reduced |
| Mogy Joel R Investment Counsel Inc | 9 | $4.22M | 0.42% | −1−10.0% | Reduced |
| InterOcean Capital Group, LLC | 9 | $4.22M | 0.15% | −1−10.0% | Reduced |
| Sanders Morris Harris LLC | 9 | $4.22M | 1.60% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 9 | $4.22M | 1.66% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 9 | $4.22M | 0.18% | 00.0% | Unchanged |
| Weil Company, Inc. | 9 | $4.22M | 1.92% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 9 | $4.22M | 0.02% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 9 | $4.22M | 0.98% | 00.0% | Unchanged |
| Argent Trust Co | 9 | $4.22M | 0.28% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 9 | $4.22M | 0.12% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 9 | $4.22M | 2.58% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 9 | $4.22M | 1.84% | 00.0% | Unchanged |
| Aspiriant, LLC | 9 | $4.22M | 0.22% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 9 | $4.22M | 0.20% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 9 | $4.22M | 0.47% | +1+12.5% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 9 | $4.22M | 0.26% | +1+12.5% | Added |
| Atom Investors LP | 9 | $4.22M | 2.11% | +6+200.0% | Added |
| Johnson Financial Group, LLC | 9 | $4.22M | 0.72% | +9 | New |
| Cerity Partners LLC | 10 | $4.69M | 0.03% | +2+25.0% | Added |
| Neville Rodie & Shaw Inc | 10 | $4.69M | 0.44% | 00.0% | Unchanged |
| Bremer Bank National Association | 10 | $4.69M | 0.90% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 10 | $4.69M | 1.32% | 00.0% | Unchanged |
| Glenview Trust Co | 10 | $4.69M | 0.16% | 00.0% | Unchanged |
| Barton Investment Management | 10 | $4.69M | 0.92% | 00.0% | Unchanged |
| Huntington National Bank | 10 | $4.69M | 0.05% | 00.0% | Unchanged |
| Bristol John W & Co Inc | 10 | $4.69M | 0.11% | 00.0% | Unchanged |
| MJP Associates Inc | 10 | $4.69M | 1.39% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 10 | $4.69M | 0.24% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 10 | $4.69M | 0.56% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 10 | $4.69M | 0.01% | 00.0% | Unchanged |
| London Co of Virginia | 10 | $4.69M | 0.03% | 00.0% | Unchanged |
| Allen Investment Management LLC | 10 | $4.69M | 0.08% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 10 | $4.69M | 1.32% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 10 | $4.69M | 1.31% | 00.0% | Unchanged |
| Courant Investment Management LLC | 10 | $4.69M | 4.56% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 10 | $4.69M | 0.33% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 10 | $4.69M | 6.69% | 00.0% | Unchanged |
| Bizma Investimentos Ltda | 10 | $4.69M | 4.17% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 10 | $4.69M | 0.20% | +1+11.1% | Added |
| Whitford Management LLC | 10 | $4.69M | 3.01% | +10 | New |
| Schulhoff & Co Inc | 11 | $5.16M | 2.37% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 11 | $5.16M | 0.11% | −6−35.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 11 | $5.16M | 0.01% | −2−15.4% | Reduced |
| Manufacturers Life Insurance Company, The | 11 | $5.16M | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 11 | $5.16M | 0.35% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 11 | $5.16M | 0.03% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 11 | $5.16M | 1.14% | 00.0% | Unchanged |
| First Foundation Advisors | 11 | $5.16M | 0.25% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 11 | $5.16M | 0.03% | +1+10.0% | Added |
| Cresset Asset Management, LLC | 11 | $5.16M | 0.07% | +4+57.1% | Added |
| Smith Chas P & Associates Pa Cpas | 11 | $5.16M | 0.37% | 00.0% | Unchanged |
| Spinnaker Trust | 11 | $5.16M | 0.40% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 11 | $5.16M | 3.27% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 12 | $5.62M | 0.61% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 12 | $5.62M | 1.59% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 12 | $5.62M | 0.00% | −3−20.0% | Reduced |
| Virginia Wealth Management Group, Inc. | 12 | $5.62M | 3.90% | −2−14.3% | Reduced |
| Fort Point Capital Partners LLC | 12 | $5.62M | 0.99% | −1−7.7% | Reduced |
| Mutual Advisors, LLC | 12 | $5.62M | 0.25% | 00.0% | Unchanged |
| Security National Bank | 12 | $5.62M | 1.52% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 12 | $5.62M | 2.51% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 12 | $5.62M | 0.16% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 12 | $5.62M | 0.08% | +1+9.1% | Added |
| Keel Point, LLC | 12 | $5.62M | 0.88% | +12 | New |
| Financial Counselors Inc | 12 | $5.63M | 0.13% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 12 | $5.63M | 0.02% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 13 | $6.09M | 0.33% | 00.0% | Unchanged |
| Pacifica Capital Investments, LLC | 13 | $6.09M | 1.97% | 00.0% | Unchanged |
| Fiduciary Trust Co | 13 | $6.09M | 0.12% | 00.0% | Unchanged |
| Central Trust Co | 13 | $6.09M | 0.19% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 13 | $6.09M | 1.18% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 13 | $6.09M | 1.38% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 13 | $6.09M | 0.26% | 00.0% | Unchanged |
| Citadel Advisors LLC | 13 | $6.09M | 0.01% | +9+225.0% | Added |
| Aire Advisors, LLC | 14 | $6.09M | 1.86% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 13 | $6.14M | 0.43% | +13 | New |
| Comerica Bank | 13 | $6.19M | 0.05% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 13 | $6.19M | 0.43% | −2−13.3% | Reduced |
| Lazard Freres Gestion S.A.S. | 14 | $6.56M | 0.24% | 00.0% | Unchanged |