| Equitable Trust Co | 7 | $3.28M | 0.26% | 00.0% | Unchanged |
| Stephens Inc | 7 | $3.28M | 0.07% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 7 | $3.28M | 0.07% | 00.0% | Unchanged |
| DF Dent & Co Inc | 7 | $3.28M | 0.05% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 7 | $3.28M | 0.24% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 7 | $3.28M | 0.76% | 00.0% | Unchanged |
| Mairs & Power Inc | 7 | $3.28M | 0.04% | 00.0% | Unchanged |
| Parthenon LLC | 7 | $3.28M | 0.54% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 7 | $3.28M | 1.15% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 700 | $3.28M | 0.95% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 7 | $3.28M | 0.77% | 00.0% | Unchanged |
| Ycg, LLC | 7 | $3.28M | 0.35% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7 | $3.28M | 2.06% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 7 | $3.28M | 0.37% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 7 | $3.28M | 0.36% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 7 | $3.28M | 0.88% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 7 | $3.28M | 2.64% | +1+16.7% | Added |
| CAPROCK Group, Inc. | 7 | $3.28M | 0.31% | +3+75.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 7 | $3.28M | 0.28% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 7 | $3.26M | 0.20% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 10,037 | $3.10M | 0.49% | −194−1.9% | Reduced |
| Resource Consulting Group Inc | 6 | $2.81M | 0.74% | −3−33.3% | Reduced |
| Roberts Glore & Co Inc | 6 | $2.81M | 0.98% | −3−33.3% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 6 | $2.81M | 0.30% | −2−25.0% | Reduced |
| Augustine Asset Management Inc | 6 | $2.81M | 1.55% | 00.0% | Unchanged |
| Blackhill Capital Inc | 6 | $2.81M | 0.33% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 6 | $2.81M | 0.05% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6 | $2.81M | 0.03% | 00.0% | Unchanged |
| Avenir Corp | 6 | $2.81M | 0.28% | 00.0% | Unchanged |
| MAI Capital Management | 6 | $2.81M | 0.05% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 6 | $2.81M | 0.84% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 6 | $2.81M | 0.23% | 00.0% | Unchanged |
| Avondale Wealth Management | 6 | $2.81M | 2.44% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 6 | $2.81M | 0.20% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 6 | $2.81M | 1.68% | 00.0% | Unchanged |
| Balboa Wealth Partners | 6 | $2.81M | 1.27% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6 | $2.81M | 0.11% | 00.0% | Unchanged |
| Cetera Advisors LLC | 6 | $2.81M | 0.05% | −4−40.0% | Reduced |
| Kaye Capital Management | 6 | $2.81M | 1.47% | +6 | New |
| Aaron Wealth Advisors | 6 | $2.81M | 0.42% | +6 | New |
| Epacria Capital Partners, LLC | 6 | $2.81M | 2.27% | +6 | New |
| Vestor Capital, LLC | 6 | $2.81M | 0.34% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 6 | $2.81M | 0.02% | 00.0% | Unchanged |
| Sageworth Trust Co | 6 | $2.81M | 0.22% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 6 | $2.81M | 0.92% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 6 | $2.81M | 1.89% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 6 | $2.81M | 1.00% | 00.0% | Unchanged |
| Linker Capital Management Inc. | 6 | $2.81M | 3.23% | 00.0% | Unchanged |
| Magnetar Financial LLC | 6 | $2.81M | 0.05% | +6 | New |
| Beacon Pointe Advisors, LLC | 5 | $2.81M | 0.05% | 00.0% | Unchanged |
| National Bank of Canada | 6 | $2.81M | 0.01% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 5 | $2.34M | 0.06% | 00.0% | Unchanged |
| Meritage Portfolio Management | 5 | $2.34M | 0.18% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 5 | $2.34M | 0.33% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 5 | $2.34M | 0.39% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5 | $2.34M | 0.03% | 00.0% | Unchanged |
| Rex Capital Advisors, LLC | 5 | $2.34M | 1.54% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 5 | $2.34M | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 5 | $2.34M | 0.11% | 00.0% | Unchanged |
| Chicago Trust Co NA | 5 | $2.34M | 0.58% | 00.0% | Unchanged |
| Capricorn Fund Managers Ltd | 5 | $2.34M | 0.60% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 5 | $2.34M | 0.57% | +5 | New |
| Tarbox Family Office, Inc. | 5 | $2.34M | 0.51% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 5 | $2.34M | 0.09% | 00.0% | Unchanged |
| Caldwell Trust Co | 5 | $2.34M | 0.33% | 00.0% | Unchanged |
| Lincoln National Corp | 5 | $2.34M | 0.05% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 5 | $2.34M | 1.24% | 00.0% | Unchanged |
| Washington Trust Co | 5 | $2.34M | 0.11% | 00.0% | Unchanged |
| Rbo & Co LLC | 5 | $2.34M | 0.41% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $2.34M | 0.21% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 5 | $2.34M | 0.22% | 00.0% | Unchanged |
| Narwhal Capital Management | 5 | $2.34M | 0.31% | 00.0% | Unchanged |
| Fiera Capital Corp | 5 | $2.34M | 0.01% | 00.0% | Unchanged |
| Main Street Research LLC | 5 | $2.34M | 0.57% | 00.0% | Unchanged |
| Atria Investments LLC | 5 | $2.34M | 0.05% | 00.0% | Unchanged |
| Moreno Evelyn V | 5 | $2.34M | 0.54% | 00.0% | Unchanged |
| Oak Grove Capital LLC | 5 | $2.34M | 1.24% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 5 | $2.34M | 0.29% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5 | $2.34M | 0.10% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 5 | $2.34M | 0.76% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 5 | $2.34M | 0.38% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 5 | $2.34M | 0.57% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5 | $2.34M | 0.92% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 5 | $2.34M | 1.67% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 5 | $2.34M | 0.37% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 5 | $2.34M | 1.43% | 00.0% | Unchanged |
| Cetera Investment Advisers | 5 | $2.34M | 0.02% | +1+25.0% | Added |
| Marietta Wealth Management, LLC | 203 | $2.34M | 0.53% | +200+6,666.7% | Added |
| FourThought Financial Partners, LLC | 5 | $2.34M | 0.34% | +5 | New |
| Congress Wealth Management LLC | 5 | $2.34M | 0.06% | 00.0% | Unchanged |
| First Interstate Bank | 5 | $2.34M | 0.17% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 5 | $2.34M | 0.35% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 5 | $2.33M | 0.97% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 5 | $2.30M | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 4 | $1.92M | 2.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 9 | $1.88M | 0.05% | 00.0% | Unchanged |
| Savant Capital, LLC | 6 | $1.88M | 0.05% | +4+200.0% | Added |
| First National Bank of Omaha | 4 | $1.88M | 0.12% | −5−55.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 4 | $1.88M | 0.00% | −2−33.3% | Reduced |
| Santa Monica Partners LP | 4 | $1.88M | 1.36% | 00.0% | Unchanged |