| Beaton Management Co. Inc. | 6 | $3.19M | 2.07% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 6 | $3.19M | 1.04% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 7 | $3.72M | 0.30% | −1−12.5% | Reduced |
| Lincoln National Corp | 7 | $3.72M | 0.08% | 00.0% | Unchanged |
| Old National Bancorp | 7 | $3.72M | 0.11% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 7 | $3.72M | 0.08% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 7 | $3.72M | 2.90% | 00.0% | Unchanged |
| DF Dent & Co Inc | 7 | $3.72M | 0.05% | 00.0% | Unchanged |
| Intrust Bank NA | 7 | $3.72M | 0.47% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 7 | $3.72M | 0.87% | 00.0% | Unchanged |
| Parthenon LLC | 7 | $3.72M | 0.56% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 7 | $3.72M | 1.37% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 7 | $3.72M | 0.20% | 00.0% | Unchanged |
| Brighton Jones LLC | 7 | $3.72M | 0.19% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 7 | $3.72M | 0.01% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 7 | $3.72M | 3.31% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 7 | $3.72M | 0.84% | 00.0% | Unchanged |
| Iowa State Bank | 7 | $3.72M | 0.97% | 00.0% | Unchanged |
| Ycg, LLC | 7 | $3.72M | 0.34% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 7 | $3.72M | 0.28% | 00.0% | Unchanged |
| Independent Advisor Alliance | 7 | $3.72M | 0.17% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 7 | $3.72M | 0.37% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 7 | $3.72M | 0.36% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 7 | $3.72M | 0.92% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 7 | $3.72M | 0.01% | +6+600.0% | Added |
| Compagnie Lombard Odier SCmA | 7 | $3.72M | 0.09% | +7 | New |
| JTC Employer Solutions Trusteee Ltd | 7 | $3.72M | 0.35% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 8 | $4.14M | 0.09% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 8 | $4.25M | 1.26% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 8 | $4.25M | 0.11% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 8 | $4.25M | 0.48% | 00.0% | Unchanged |
| Compass Capital Management, Inc | 8 | $4.25M | 0.33% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 8 | $4.25M | 0.12% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 8 | $4.25M | 0.37% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 8 | $4.25M | 0.49% | 00.0% | Unchanged |
| Northstar Group, Inc. | 8 | $4.25M | 1.01% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 8 | $4.25M | 0.31% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8 | $4.25M | 0.07% | 00.0% | Unchanged |
| Caldwell Trust Co | 8 | $4.25M | 0.58% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 8 | $4.25M | 2.07% | 00.0% | Unchanged |
| Equitable Trust Co | 8 | $4.25M | 0.35% | +1+14.3% | Added |
| Stephens Inc | 8 | $4.25M | 0.08% | +1+14.3% | Added |
| MAI Capital Management | 8 | $4.25M | 0.06% | +1+14.3% | Added |
| Apollon Wealth Management, LLC | 8 | $4.25M | 0.21% | +2+33.3% | Added |
| Cidel Asset Management Inc | 8 | $4.25M | 0.21% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 8 | $4.25M | 0.33% | −1−11.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8 | $4.25M | 0.50% | 00.0% | Unchanged |
| South Dakota Investment Council | 8 | $4.25M | 0.10% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 9 | $4.74M | 0.97% | 00.0% | Unchanged |
| Scotia Capital Inc. | 8 | $4.78M | 0.03% | 00.0% | Unchanged |
| Beddow Capital Management Inc | 9 | $4.78M | 2.33% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 9 | $4.78M | 0.05% | −2−18.2% | Reduced |
| Glenview Trust Co | 9 | $4.78M | 0.13% | −1−10.0% | Reduced |
| Walter & Keenan Financial Consulting Co | 9 | $4.78M | 1.86% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 9 | $4.78M | 0.20% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 9 | $4.78M | 0.48% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 9 | $4.78M | 0.40% | 00.0% | Unchanged |
| Weil Company, Inc. | 9 | $4.78M | 2.38% | 00.0% | Unchanged |
| Aspiriant, LLC | 9 | $4.78M | 0.24% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 9 | $4.78M | 1.08% | 00.0% | Unchanged |
| Argent Trust Co | 9 | $4.78M | 0.26% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 9 | $4.78M | 0.66% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 9 | $4.78M | 0.15% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 9 | $4.78M | 2.76% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 9 | $4.78M | 1.82% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 9 | $4.78M | 0.47% | +1+12.5% | Added |
| Birinyi Associates Inc | 9 | $4.79M | 1.91% | 00.0% | Unchanged |
| Country Club Bank | 9 | $4.87M | 0.40% | 00.0% | Unchanged |
| GWM Advisors LLC | 10 | $5.31M | 0.06% | −3−23.1% | Reduced |
| Manufacturers Life Insurance Company, The | 10 | $5.31M | 0.00% | −1−9.1% | Reduced |
| Bristol John W & Co Inc | 10 | $5.31M | 0.10% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 10 | $5.31M | 0.26% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 10 | $5.31M | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 10 | $5.31M | 0.02% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 10 | $5.31M | 3.67% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 10 | $5.31M | 0.12% | 00.0% | Unchanged |
| London Co of Virginia | 10 | $5.31M | 0.03% | 00.0% | Unchanged |
| Allen Investment Management LLC | 10 | $5.31M | 0.08% | 00.0% | Unchanged |
| Barton Investment Management | 10 | $5.31M | 0.86% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 10 | $5.31M | 0.20% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 10 | $5.31M | 0.86% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 10 | $5.31M | 1.33% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 10 | $5.31M | 0.10% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 10 | $5.31M | 1.36% | 00.0% | Unchanged |
| Courant Investment Management LLC | 10 | $5.31M | 5.86% | 00.0% | Unchanged |
| Bremer Bank National Association | 10 | $5.31M | 1.05% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 10 | $5.31M | 1.46% | 00.0% | Unchanged |
| Bizma Investimentos Ltda | 10 | $5.31M | 4.24% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 10 | $5.31M | 1.08% | +1+11.1% | Added |
| Ropes Wealth Advisors LLC | 10 | $5.31M | 1.03% | +2+25.0% | Added |
| Lido Advisors, LLC | 10 | $5.31M | 0.06% | +7+233.3% | Added |
| Cassaday & Co Wealth Management LLC | 10 | $5.31M | 0.22% | +9+900.0% | Added |
| Lazard Freres Gestion S.A.S. | 10 | $5.34M | 0.17% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 11 | $5.85M | 0.02% | −6−35.3% | Reduced |
| Evercore Wealth Management, LLC | 11 | $5.85M | 0.11% | −2−15.4% | Reduced |
| Montag A & Associates Inc | 11 | $5.85M | 0.37% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 11 | $5.85M | 0.04% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 11 | $5.85M | 2.96% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 11 | $5.85M | 0.35% | 00.0% | Unchanged |
| Huntington National Bank | 11 | $5.85M | 0.06% | +1+10.0% | Added |