| Cidel Asset Management Inc | 8 | $3.72M | 0.17% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 8 | $3.72M | 0.11% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 8 | $3.72M | 2.42% | 00.0% | Unchanged |
| Compass Capital Management, Inc | 8 | $3.72M | 0.29% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 8 | $3.72M | 0.10% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 8 | $3.72M | 0.09% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 8 | $3.72M | 0.50% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 8 | $3.72M | 0.42% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 8 | $3.72M | 0.29% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 8 | $3.72M | 0.03% | 00.0% | Unchanged |
| Northstar Group, Inc. | 8 | $3.72M | 0.96% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 8 | $3.72M | 0.94% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 8 | $3.72M | 0.34% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8 | $3.72M | 0.06% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 8 | $3.72M | 0.60% | 00.0% | Unchanged |
| Rathbone Brothers plc | 8 | $3.72M | 0.04% | 00.0% | Unchanged |
| MAI Capital Management | 8 | $3.72M | 0.06% | +2+33.3% | Added |
| Beverly Hills Private Wealth, LLC | 8 | $3.72M | 1.15% | +6+300.0% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8 | $3.73M | 0.43% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 8 | $3.73M | 1.98% | 00.0% | Unchanged |
| South Dakota Investment Council | 8 | $3.73M | 0.08% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 8 | $3.73M | 0.06% | 00.0% | Unchanged |
| Scotia Capital Inc. | 8 | $3.73M | 0.03% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 8 | $3.85M | 2.74% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 10 | $3.93M | 0.15% | −4−28.6% | Reduced |
| Country Club Bank | 9 | $4.16M | 0.34% | +6+200.0% | Added |
| Acadian Asset Management LLC | 9 | $4.19M | 0.02% | −51−85.0% | Reduced |
| Birinyi Associates Inc | 9 | $4.19M | 1.73% | 00.0% | Unchanged |
| Beddow Capital Management Inc | 9 | $4.19M | 2.10% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 9 | $4.19M | 0.39% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 9 | $4.19M | 0.32% | +9 | New |
| Walter & Keenan Financial Consulting Co | 9 | $4.19M | 1.59% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 9 | $4.19M | 0.18% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 9 | $4.19M | 0.44% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 9 | $4.19M | 0.37% | 00.0% | Unchanged |
| Weil Company, Inc. | 9 | $4.19M | 1.90% | 00.0% | Unchanged |
| Aspiriant, LLC | 9 | $4.19M | 0.22% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 9 | $4.19M | 0.93% | 00.0% | Unchanged |
| Argent Trust Co | 9 | $4.19M | 0.27% | 00.0% | Unchanged |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 9 | $4.19M | 0.25% | 00.0% | Unchanged |
| Atom Investors LP | 9 | $4.19M | 2.28% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 9 | $4.19M | 0.14% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 9 | $4.19M | 2.40% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 9 | $4.19M | 1.71% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 9 | $4.19M | 0.22% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 9 | $4.19M | 2.77% | +5+125.0% | Added |
| CIBC Asset Management Inc | 10 | $4.66M | 0.02% | −6−37.5% | Reduced |
| Envestnet Asset Management Inc | 10 | $4.66M | 0.00% | −2−16.7% | Reduced |
| Fort Point Capital Partners LLC | 10 | $4.66M | 0.76% | −2−16.7% | Reduced |
| Essex Financial Services, Inc. | 10 | $4.66M | 0.49% | −2−16.7% | Reduced |
| First Foundation Advisors | 10 | $4.66M | 0.21% | −1−9.1% | Reduced |
| Huntington National Bank | 10 | $4.66M | 0.05% | 00.0% | Unchanged |
| Bristol John W & Co Inc | 10 | $4.66M | 0.10% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 10 | $4.66M | 0.23% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 10 | $4.66M | 0.01% | 00.0% | Unchanged |
| London Co of Virginia | 10 | $4.66M | 0.03% | 00.0% | Unchanged |
| Allen Investment Management LLC | 10 | $4.66M | 0.08% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 10 | $4.66M | 0.19% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 10 | $4.66M | 1.16% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 10 | $4.66M | 1.23% | 00.0% | Unchanged |
| Courant Investment Management LLC | 10 | $4.66M | 5.15% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 10 | $4.66M | 6.32% | 00.0% | Unchanged |
| Bizma Investimentos Ltda | 10 | $4.66M | 3.82% | 00.0% | Unchanged |
| Barton Investment Management | 10 | $4.66M | 0.82% | 00.0% | Unchanged |
| Glenview Trust Co | 10 | $4.66M | 0.14% | 00.0% | Unchanged |
| Bremer Bank National Association | 10 | $4.66M | 0.90% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 10 | $4.66M | 1.29% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 10 | $4.66M | 0.11% | +1+11.1% | Added |
| Enterprise Financial Services Corp | 10 | $4.66M | 3.04% | +1+11.1% | Added |
| Avantax Advisory Services, Inc. | 11 | $5.12M | 0.06% | −1−8.3% | Reduced |
| Spinnaker Trust | 11 | $5.12M | 0.39% | 00.0% | Unchanged |
| Montag A & Associates Inc | 11 | $5.12M | 0.33% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 11 | $5.12M | 0.03% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 11 | $5.12M | 1.12% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 11 | $5.12M | 0.00% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 11 | $5.12M | 0.10% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 11 | $5.12M | 2.38% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 11 | $5.12M | 0.35% | 00.0% | Unchanged |
| Pecaut & Co. | 12 | $5.59M | 2.55% | −3−20.0% | Reduced |
| Financial Counselors Inc | 12 | $5.59M | 0.12% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 12 | $5.59M | 0.51% | +2+20.0% | Added |
| WealthPlan Investment Management, LLC | 12 | $5.59M | 0.96% | −1−7.7% | Reduced |
| Keel Point, LLC | 12 | $5.59M | 0.81% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 12 | $5.59M | 0.23% | 00.0% | Unchanged |
| Security National Bank | 12 | $5.59M | 1.49% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 12 | $5.59M | 2.39% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 12 | $5.59M | 3.83% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 12 | $5.59M | 1.55% | 00.0% | Unchanged |
| Cerity Partners LLC | 12 | $5.64M | 0.03% | +2+20.0% | Added |
| GWM Advisors LLC | 12 | $5.66M | 0.07% | +3+33.3% | Added |
| Bartlett & Co. LLC | 13 | $6.04M | 0.12% | −1−7.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 13 | $6.04M | 0.12% | −1−7.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 13 | $6.05M | 0.28% | −1−7.1% | Reduced |
| Aire Advisors, LLC | 13 | $6.05M | 1.69% | −1−7.1% | Reduced |
| Fiduciary Trust Co | 13 | $6.05M | 0.11% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 13 | $6.05M | 1.08% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 13 | $6.05M | 1.29% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 13 | $6.05M | 0.23% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 13 | $6.05M | 0.01% | +2+18.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 13 | $6.05M | 0.63% | +13 | New |