| North Star Investment Management Corp. | 5 | $2.59M | 0.21% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 5 | $2.59M | 0.21% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 5 | $2.59M | 0.04% | 00.0% | Unchanged |
| Narwhal Capital Management | 5 | $2.59M | 0.30% | 00.0% | Unchanged |
| Fiera Capital Corp | 5 | $2.59M | 0.01% | 00.0% | Unchanged |
| Main Street Research LLC | 5 | $2.59M | 0.41% | 00.0% | Unchanged |
| Cetera Advisors LLC | 5 | $2.59M | 0.04% | 00.0% | Unchanged |
| Atria Investments LLC | 5 | $2.59M | 0.05% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 5 | $2.59M | 0.02% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 5 | $2.59M | 0.50% | 00.0% | Unchanged |
| Chicago Trust Co NA | 5 | $2.59M | 0.62% | 00.0% | Unchanged |
| Oak Grove Capital LLC | 5 | $2.59M | 0.95% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 5 | $2.59M | 0.29% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5 | $2.59M | 0.08% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 5 | $2.59M | 0.71% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 5 | $2.59M | 0.57% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5 | $2.59M | 0.87% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 5 | $2.59M | 1.61% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 5 | $2.59M | 0.35% | 00.0% | Unchanged |
| Capricorn Fund Managers Ltd | 5 | $2.59M | 0.93% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 5 | $2.59M | 0.06% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 5 | $2.59M | 1.48% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 5 | $2.59M | 0.34% | 00.0% | Unchanged |
| Whitford Management LLC | 5 | $2.59M | 3.19% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 5 | $2.59M | 0.54% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 5 | $2.59M | 0.09% | +1+25.0% | Added |
| Kingswood Wealth Advisors, LLC | 5 | $2.59M | 0.83% | +5 | New |
| Canvas Wealth Advisors, LLC | 5 | $2.66M | 0.99% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 6 | $3.11M | 0.93% | −6−50.0% | Reduced |
| First Foundation Advisors | 6 | $3.11M | 0.13% | −4−40.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 6 | $3.11M | 0.07% | 00.0% | Unchanged |
| Blackhill Capital Inc | 6 | $3.11M | 0.33% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 6 | $3.11M | 0.06% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 6 | $3.11M | 0.99% | 00.0% | Unchanged |
| Avenir Corp | 6 | $3.11M | 0.27% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 6 | $3.11M | 0.30% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6 | $3.11M | 0.12% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 6 | $3.11M | 0.07% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 6 | $3.11M | 1.08% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 6 | $3.11M | 0.21% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6 | $3.11M | 1.94% | 00.0% | Unchanged |
| Avondale Wealth Management | 6 | $3.11M | 2.61% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 6 | $3.11M | 0.15% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 6 | $3.11M | 1.93% | 00.0% | Unchanged |
| Epacria Capital Partners, LLC | 6 | $3.11M | 2.54% | 00.0% | Unchanged |
| Balboa Wealth Partners | 6 | $3.11M | 1.08% | 00.0% | Unchanged |
| Vestor Capital, LLC | 6 | $3.11M | 0.33% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 6 | $3.11M | 0.03% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 6 | $3.11M | 0.93% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 6 | $3.11M | 1.97% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 6 | $3.11M | 0.97% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 6 | $3.11M | 0.07% | +4+200.0% | Added |
| National Bank of Canada | 6 | $3.11M | 0.01% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 9,211 | $3.14M | 0.41% | −213−2.3% | Reduced |
| Advisor Partners II, LLC | 7 | $3.60M | 0.17% | 00.0% | Unchanged |
| Hofer & Associates. Inc | 7 | $3.62M | 3.48% | −20−74.1% | Reduced |
| MAI Capital Management | 7 | $3.62M | 0.05% | −1−12.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 7 | $3.62M | 0.01% | −1−12.5% | Reduced |
| Coastal Bridge Advisors, LLC | 7 | $3.62M | 0.89% | −1−12.5% | Reduced |
| Equitable Trust Co | 7 | $3.62M | 0.28% | 00.0% | Unchanged |
| Lincoln National Corp | 7 | $3.62M | 0.07% | 00.0% | Unchanged |
| Old National Bancorp | 7 | $3.62M | 0.10% | 00.0% | Unchanged |
| Stephens Inc | 7 | $3.62M | 0.07% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 7 | $3.62M | 0.07% | 00.0% | Unchanged |
| DF Dent & Co Inc | 7 | $3.62M | 0.05% | 00.0% | Unchanged |
| Intrust Bank NA | 7 | $3.62M | 0.44% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 7 | $3.62M | 0.78% | 00.0% | Unchanged |
| Mairs & Power Inc | 7 | $3.62M | 0.04% | 00.0% | Unchanged |
| Parthenon LLC | 7 | $3.62M | 0.52% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 7 | $3.62M | 1.22% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 7 | $3.62M | 0.20% | 00.0% | Unchanged |
| Brighton Jones LLC | 7 | $3.62M | 0.18% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 7 | $3.62M | 2.88% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 700 | $3.62M | 0.96% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 7 | $3.62M | 0.85% | 00.0% | Unchanged |
| Iowa State Bank | 7 | $3.62M | 0.91% | 00.0% | Unchanged |
| Ycg, LLC | 7 | $3.62M | 0.32% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 7 | $3.62M | 0.27% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 7 | $3.62M | 0.36% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 7 | $3.62M | 0.35% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 7 | $3.62M | 0.85% | 00.0% | Unchanged |
| Independent Advisor Alliance | 7 | $3.62M | 0.16% | +1+16.7% | Added |
| Marshall Wace, LLP | 7 | $3.62M | 0.01% | +5+250.0% | Added |
| Security National Bank of Sioux City Iowa | 7 | $3.62M | 2.73% | +7 | New |
| M Holdings Securities, Inc. | 7 | $3.63M | 0.75% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 7 | $3.63M | 0.35% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 8 | $3.72M | 1.98% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8 | $4.14M | 0.45% | 00.0% | Unchanged |
| South Dakota Investment Council | 8 | $4.14M | 0.09% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 8 | $4.14M | 0.05% | +8 | New |
| Essex Financial Services, Inc. | 8 | $4.14M | 0.47% | −2−20.0% | Reduced |
| Beck Mack & Oliver LLC | 8 | $4.14M | 0.11% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 8 | $4.14M | 2.42% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 8 | $4.14M | 0.45% | 00.0% | Unchanged |
| Compass Capital Management, Inc | 8 | $4.14M | 0.30% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 8 | $4.14M | 0.11% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 8 | $4.14M | 0.09% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 8 | $4.14M | 0.54% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 8 | $4.14M | 0.39% | 00.0% | Unchanged |
| Rathbone Brothers plc | 8 | $4.14M | 0.04% | 00.0% | Unchanged |