| Aureus Asset Management, LLC | 8 | $4.14M | 0.31% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 8 | $4.14M | 0.19% | 00.0% | Unchanged |
| Northstar Group, Inc. | 8 | $4.14M | 0.97% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 8 | $4.14M | 0.16% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 8 | $4.14M | 0.09% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8 | $4.14M | 0.06% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 8 | $4.14M | 0.69% | +3+60.0% | Added |
| Caldwell Trust Co | 8 | $4.14M | 0.54% | +3+60.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 8 | $4.14M | 0.44% | +7+700.0% | Added |
| Principal Street Partners, LLC | 8 | $4.14M | 0.98% | +8 | New |
| Scotia Capital Inc. | 8 | $4.14M | 0.03% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 8 | $4.20M | 3.05% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 8 | $4.27M | 0.70% | 00.0% | Unchanged |
| Country Club Bank | 9 | $4.61M | 0.37% | 00.0% | Unchanged |
| Birinyi Associates Inc | 9 | $4.66M | 1.70% | 00.0% | Unchanged |
| Beddow Capital Management Inc | 9 | $4.66M | 2.37% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 9 | $4.66M | 0.40% | 00.0% | Unchanged |
| Wintrust Investments LLC | 9 | $4.66M | 0.47% | +9 | New |
| Envestnet Asset Management Inc | 9 | $4.66M | 0.00% | −1−10.0% | Reduced |
| Walter & Keenan Financial Consulting Co | 9 | $4.66M | 1.71% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 9 | $4.66M | 0.19% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 9 | $4.66M | 0.46% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 9 | $4.66M | 0.37% | 00.0% | Unchanged |
| Weil Company, Inc. | 9 | $4.66M | 2.07% | 00.0% | Unchanged |
| Aspiriant, LLC | 9 | $4.66M | 0.24% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 9 | $4.66M | 2.69% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 9 | $4.66M | 0.99% | 00.0% | Unchanged |
| Argent Trust Co | 9 | $4.66M | 0.25% | 00.0% | Unchanged |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 9 | $4.66M | 0.25% | 00.0% | Unchanged |
| Atom Investors LP | 9 | $4.66M | 1.77% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 9 | $4.66M | 0.23% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 9 | $4.66M | 0.15% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 9 | $4.66M | 2.56% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 9 | $4.66M | 1.74% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 9 | $4.66M | 0.66% | +1+12.5% | Added |
| Insigneo Advisory Services, LLC | 9 | $4.66M | 0.89% | +1+12.5% | Added |
| Resource Consulting Group Inc | 9 | $4.66M | 0.92% | +3+50.0% | Added |
| Sanders Morris Harris LLC | 9 | $4.68M | 1.04% | +9 | New |
| Lazard Freres Gestion S.A.S. | 10 | $5.16M | 0.16% | 00.0% | Unchanged |
| Huntington National Bank | 10 | $5.18M | 0.05% | 00.0% | Unchanged |
| Bristol John W & Co Inc | 10 | $5.18M | 0.10% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 10 | $5.18M | 0.24% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 10 | $5.18M | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 10 | $5.18M | 0.02% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 10 | $5.18M | 3.29% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 10 | $5.18M | 0.11% | 00.0% | Unchanged |
| London Co of Virginia | 10 | $5.18M | 0.03% | 00.0% | Unchanged |
| Allen Investment Management LLC | 10 | $5.18M | 0.08% | 00.0% | Unchanged |
| Barton Investment Management | 10 | $5.18M | 0.78% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 10 | $5.18M | 0.19% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 10 | $5.18M | 0.78% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 10 | $5.18M | 1.25% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 10 | $5.18M | 1.29% | 00.0% | Unchanged |
| Glenview Trust Co | 10 | $5.18M | 0.14% | 00.0% | Unchanged |
| Courant Investment Management LLC | 10 | $5.18M | 5.60% | 00.0% | Unchanged |
| Bremer Bank National Association | 10 | $5.18M | 0.99% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 10 | $5.18M | 1.37% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 10 | $5.18M | 7.19% | 00.0% | Unchanged |
| Bizma Investimentos Ltda | 10 | $5.18M | 3.52% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 10 | $5.18M | 0.08% | +2+25.0% | Added |
| Cetera Advisor Networks LLC | 10 | $5.18M | 0.04% | +2+25.0% | Added |
| Venture Visionary Partners LLC | 11 | $5.68M | 0.34% | +11 | New |
| Security National Bank | 11 | $5.70M | 1.45% | −1−8.3% | Reduced |
| Montag A & Associates Inc | 11 | $5.70M | 0.35% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 11 | $5.70M | 0.03% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 11 | $5.70M | 1.18% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 11 | $5.70M | 0.00% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 11 | $5.70M | 2.65% | 00.0% | Unchanged |
| Spinnaker Trust | 11 | $5.70M | 0.41% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 11 | $5.70M | 0.07% | 00.0% | Unchanged |
| Jane Street Group, LLC | 11 | $5.70M | 0.01% | +4+57.1% | Added |
| Smith Chas P & Associates Pa Cpas | 11 | $5.70M | 0.37% | 00.0% | Unchanged |
| Aire Advisors, LLC | 12 | $6.21M | 1.64% | −1−7.7% | Reduced |
| Keel Point, LLC | 12 | $6.21M | 0.83% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 12 | $6.21M | 0.24% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 12 | $6.21M | 2.56% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 12 | $6.21M | 1.66% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 12 | $6.21M | 4.26% | 00.0% | Unchanged |
| Pecaut & Co. | 12 | $6.21M | 2.62% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 12 | $6.21M | 0.36% | +4+50.0% | Added |
| MBB Public Markets I LLC | 12 | $6.21M | 0.35% | +12 | New |
| Prairie Sky Financial Group LLC | 12 | $6.21M | 4.22% | +12 | New |
| Neville Rodie & Shaw Inc | 12 | $6.21M | 0.53% | 00.0% | Unchanged |
| Financial Counselors Inc | 12 | $6.21M | 0.13% | 00.0% | Unchanged |
| Fiduciary Trust Co | 13 | $6.73M | 0.12% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 13 | $6.73M | 1.14% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 13 | $6.73M | 0.65% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 13 | $6.73M | 1.33% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 13 | $6.73M | 0.32% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 13 | $6.73M | 0.22% | 00.0% | Unchanged |
| GWM Advisors LLC | 13 | $6.73M | 0.08% | +1+8.3% | Added |
| Evercore Wealth Management, LLC | 13 | $6.73M | 0.12% | +2+18.2% | Added |
| Ingalls & Snyder LLC | 13 | $6.73M | 0.33% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 13 | $6.73M | 0.02% | 00.0% | Unchanged |
| Pacifica Capital Investments, LLC | 13 | $6.73M | 2.07% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 13 | $6.75M | 0.00% | 00.0% | Unchanged |
| Amundi | 13 | $6.75M | 0.00% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 14 | $7.22M | 1.31% | 00.0% | Unchanged |
| Weik Capital Management | 14 | $7.25M | 3.42% | −3−17.6% | Reduced |
| Central Trust Co | 14 | $7.25M | 0.20% | 00.0% | Unchanged |