| Baxter Bros Inc | 4 | $2.17M | 0.30% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 4 | $2.17M | 0.88% | 00.0% | Unchanged |
| Black Diamond Capital Management, L.L.C. | 4 | $2.17M | 1.56% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 4 | $2.17M | 0.07% | 00.0% | Unchanged |
| Coastline Trust Co | 4 | $2.17M | 0.29% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 4 | $2.17M | 0.03% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 4 | $2.17M | 0.33% | 00.0% | Unchanged |
| CORDA Investment Management, LLC. | 4 | $2.17M | 0.18% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 4 | $2.17M | 0.71% | 00.0% | Unchanged |
| Flossbach Von Storch AG | 4 | $2.17M | 0.01% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 4 | $2.17M | 0.89% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 4 | $2.17M | 0.03% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 4 | $2.17M | 1.26% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 4 | $2.17M | 0.93% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4 | $2.17M | 0.06% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 4 | $2.17M | 0.69% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 4 | $2.17M | 0.47% | 00.0% | Unchanged |
| Cetera Investment Advisers | 4 | $2.17M | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, LLC | 4 | $2.17M | 0.28% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 4 | $2.17M | 0.48% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 4 | $2.17M | 0.25% | 00.0% | Unchanged |
| Intrua Financial, LLC | 4 | $2.17M | 0.34% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 4 | $2.17M | 0.70% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 4 | $2.17M | 0.04% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 4 | $2.17M | 0.03% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 4 | $2.17M | 0.08% | 00.0% | Unchanged |
| Fortress Wealth Management, Inc. | 4 | $2.17M | 1.18% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 4 | $2.17M | 0.27% | 00.0% | Unchanged |
| Kennon-Green & Company, LLC | 4 | $2.17M | 2.21% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 4 | $2.17M | 0.08% | +4 | New |
| Pensionmark Financial Group, LLC | 4 | $2.17M | 0.28% | +4 | New |
| Benson Investment Management Company, Inc. | 4 | $2.17M | 1.11% | +4 | New |
| Helios Capital Management Pte. Ltd | 4 | $2.17M | 1.72% | +4 | New |
| AlTi Global, Inc. | 4 | $2.17M | 0.07% | +4 | New |
| Muirfield Wealth Advisors LLC | 4 | $2.17M | 2.30% | +4 | New |
| Parsons Capital Management Inc | 4 | $2.17M | 0.15% | 00.0% | Unchanged |
| Heritage Trust Co | 6 | $2.17M | 0.31% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4 | $2.17M | 0.15% | 00.0% | Unchanged |
| Santa Monica Partners LP | 4 | $2.17M | 1.61% | 00.0% | Unchanged |
| Wade G W & Inc | 4 | $2.17M | 0.07% | 00.0% | Unchanged |
| Regis Management CO LLC | 4 | $2.17M | 0.72% | 00.0% | Unchanged |
| University of Maryland Foundation, Inc. | 4 | $2.17M | 2.25% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 4 | $2.17M | 2.19% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 4 | $2.17M | 0.09% | 00.0% | Unchanged |
| Financial Management Network Inc | 4 | $2.22M | 0.65% | 00.0% | Unchanged |
| Woodward Financial Advisors, Inc. | 400 | $2.25M | 1.48% | 00.0% | Unchanged |
| Creative Planning | 5 | $2.44M | 0.00% | 00.0% | Unchanged |
| Meritage Portfolio Management | 5 | $2.71M | 0.18% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 5 | $2.71M | 0.36% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 5 | $2.71M | 0.05% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 5 | $2.71M | 0.06% | +5 | New |
| NBT Bank N A | 5 | $2.71M | 0.21% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 5 | $2.71M | 1.21% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 5 | $2.71M | 0.17% | 00.0% | Unchanged |
| Washington Trust Co | 5 | $2.71M | 0.11% | 00.0% | Unchanged |
| First Interstate Bank | 5 | $2.71M | 0.20% | 00.0% | Unchanged |
| Rbo & Co LLC | 5 | $2.71M | 0.47% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 5 | $2.71M | 0.43% | 00.0% | Unchanged |
| American National Bank | 5 | $2.71M | 0.43% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 5 | $2.71M | 0.27% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 5 | $2.71M | 0.58% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 5 | $2.71M | 0.22% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 5 | $2.71M | 0.04% | 00.0% | Unchanged |
| Narwhal Capital Management | 5 | $2.71M | 0.30% | 00.0% | Unchanged |
| Fiera Capital Corp | 5 | $2.71M | 0.01% | 00.0% | Unchanged |
| Main Street Research LLC | 5 | $2.71M | 0.22% | 00.0% | Unchanged |
| Cetera Advisors LLC | 5 | $2.71M | 0.04% | 00.0% | Unchanged |
| Atria Investments LLC | 5 | $2.71M | 0.04% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 5 | $2.71M | 0.02% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 5 | $2.71M | 0.28% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5 | $2.71M | 0.08% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 5 | $2.71M | 0.09% | 00.0% | Unchanged |
| Atom Investors LP | 5 | $2.71M | 0.48% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5 | $2.71M | 0.84% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 5 | $2.71M | 1.54% | 00.0% | Unchanged |
| Pine Ridge Advisers LLC | 5 | $2.71M | 0.48% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 5 | $2.71M | 0.33% | 00.0% | Unchanged |
| Capricorn Fund Managers Ltd | 5 | $2.71M | 1.49% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 5 | $2.71M | 1.39% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 5 | $2.71M | 0.31% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 5 | $2.71M | 0.61% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 5 | $2.71M | 0.09% | +4+400.0% | Added |
| Allie Family Office LLC | 5 | $2.71M | 1.88% | +5 | New |
| Foster Dykema Cabot & Partners, LLC | 5 | $2.71M | 0.29% | +5 | New |
| Gratus Capital LLC | 5 | $2.71M | 0.15% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 5 | $2.71M | 0.20% | +1+25.0% | Added |
| Prio Wealth Limited Partnership | 5 | $2.71M | 0.09% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 5 | $2.77M | 0.10% | +5 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5 | $2.89M | 0.03% | 00.0% | Unchanged |
| AE Wealth Management LLC | 5 | $2.91M | 0.01% | +1+25.0% | Added |
| Lincoln National Corp | 6 | $3.26M | 0.06% | −1−14.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 6 | $3.26M | 0.01% | −1−14.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 6 | $3.26M | 0.07% | 00.0% | Unchanged |
| Blackhill Capital Inc | 6 | $3.26M | 0.26% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 6 | $3.26M | 1.01% | 00.0% | Unchanged |
| Avenir Corp | 6 | $3.26M | 0.28% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 6 | $3.26M | 0.29% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6 | $3.26M | 0.12% | 00.0% | Unchanged |
| Mairs & Power Inc | 6 | $3.26M | 0.03% | 00.0% | Unchanged |
| First Foundation Advisors | 6 | $3.26M | 0.15% | 00.0% | Unchanged |