| 1832 Asset Management L.P. | 4 | $2.45M | 0.00% | −6−60.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $2.45M | 0.11% | −6−60.0% | Reduced |
| Lido Advisors, LLC | 4 | $2.45M | 0.02% | −6−60.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4 | $2.45M | 0.25% | −3−42.9% | Reduced |
| Dodge & Cox | 4 | $2.45M | 0.00% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 4 | $2.45M | 0.05% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 4 | $2.45M | 0.00% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 4 | $2.45M | 0.07% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 4 | $2.45M | 0.17% | 00.0% | Unchanged |
| M&R Capital Management Inc | 4 | $2.45M | 0.58% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 4 | $2.45M | 0.94% | 00.0% | Unchanged |
| Black Diamond Capital Management, L.L.C. | 4 | $2.45M | 1.48% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 4 | $2.45M | 0.07% | 00.0% | Unchanged |
| Coastline Trust Co | 4 | $2.45M | 0.29% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4 | $2.45M | 0.18% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 4 | $2.45M | 0.02% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 4 | $2.45M | 0.03% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 4 | $2.45M | 0.35% | 00.0% | Unchanged |
| CORDA Investment Management, LLC. | 4 | $2.45M | 0.20% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 4 | $2.45M | 0.89% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 4 | $2.45M | 0.03% | 00.0% | Unchanged |
| Chicago Trust Co NA | 4 | $2.45M | 0.50% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 4 | $2.45M | 1.16% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 4 | $2.45M | 1.11% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4 | $2.45M | 0.05% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 4 | $2.45M | 0.08% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 4 | $2.45M | 0.62% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 4 | $2.45M | 0.15% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 4 | $2.45M | 0.55% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4 | $2.45M | 0.15% | 00.0% | Unchanged |
| Johnson Financial Group, LLC | 4 | $2.45M | 0.32% | 00.0% | Unchanged |
| Helios Capital Management Pte. Ltd | 4 | $2.45M | 1.60% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 4 | $2.45M | 0.08% | 00.0% | Unchanged |
| Fortress Wealth Management, Inc. | 4 | $2.45M | 1.25% | 00.0% | Unchanged |
| Kennon-Green & Company, LLC | 4 | $2.45M | 2.25% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 4 | $2.45M | 0.53% | 00.0% | Unchanged |
| Muirfield Wealth Advisors LLC | 4 | $2.45M | 2.30% | 00.0% | Unchanged |
| Bright Financial Advisors, Inc. | 4 | $2.45M | 1.73% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 4 | $2.45M | 0.00% | +1+33.3% | Added |
| Millennium Management LLC | 4 | $2.45M | 0.00% | +1+33.3% | Added |
| Spire Wealth Management | 4 | $2.45M | 0.09% | +2+100.0% | Added |
| Clearstead Advisors, LLC | 4 | $2.45M | 0.04% | +2+100.0% | Added |
| Court Place Advisors, LLC | 4 | $2.45M | 0.77% | +3+300.0% | Added |
| First Personal Financial Services | 4 | $2.45M | 0.55% | +4 | New |
| Fogel Capital Management, Inc. | 4 | $2.45M | 1.30% | +4 | New |
| EverSource Wealth Advisors, LLC | 3 | $1.98M | 0.13% | 00.0% | Unchanged |
| Hoese & Co LLP | 3 | $1.88M | 1.64% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 3 | $1.84M | 0.00% | −10−76.9% | Reduced |
| Boston Family Office LLC | 3 | $1.84M | 0.13% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3 | $1.84M | 0.01% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 3 | $1.84M | 0.05% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 3 | $1.84M | 1.21% | 00.0% | Unchanged |
| First PREMIER Bank | 3 | $1.84M | 0.49% | 00.0% | Unchanged |
| Vicus Capital | 3 | $1.84M | 0.17% | −15−83.3% | Reduced |
| Bremer Bank National Association | 3 | $1.84M | 0.36% | −7−70.0% | Reduced |
| Arvest Trust Co N A | 3 | $1.84M | 0.11% | −4−57.1% | Reduced |
| Inscription Capital, LLC | 3 | $1.84M | 0.30% | −1−25.0% | Reduced |
| Marks Group Wealth Management, Inc | 3 | $1.84M | 0.19% | −1−25.0% | Reduced |
| Yousif Capital Management, LLC | 3 | $1.84M | 0.02% | −1−25.0% | Reduced |
| Associated Banc-Corp | 3 | $1.84M | 0.06% | 00.0% | Unchanged |
| Synovus Financial Corp | 3 | $1.84M | 0.02% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 3 | $1.84M | 0.02% | 00.0% | Unchanged |
| Edgewood Management LLC | 3 | $1.84M | 0.00% | 00.0% | Unchanged |
| Middleton & Co Inc | 3 | $1.84M | 0.21% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $1.84M | 0.00% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 3 | $1.84M | 0.06% | 00.0% | Unchanged |
| Webster Bank, N. A. | 3 | $1.84M | 0.20% | 00.0% | Unchanged |
| Prudential Financial Inc | 3 | $1.84M | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 3 | $1.84M | 0.92% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 3 | $1.84M | 0.17% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3 | $1.84M | 0.18% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3 | $1.84M | 0.29% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 3 | $1.84M | 0.01% | 00.0% | Unchanged |
| Flossbach Von Storch AG | 3 | $1.84M | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 3 | $1.84M | 0.04% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 300 | $1.84M | 0.83% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 3 | $1.84M | 0.16% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 3 | $1.84M | 0.30% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 3 | $1.84M | 0.17% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3 | $1.84M | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $1.84M | 0.21% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 3 | $1.84M | 0.45% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 3 | $1.84M | 0.28% | 00.0% | Unchanged |
| Chicago Capital, LLC | 3 | $1.84M | 0.05% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 3 | $1.84M | 0.63% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 3 | $1.84M | 0.99% | 00.0% | Unchanged |
| Zhang Financial LLC | 3 | $1.84M | 0.13% | 00.0% | Unchanged |
| Americana Partners, LLC | 3 | $1.84M | 0.14% | 00.0% | Unchanged |
| AlTi Global, Inc. | 3 | $1.84M | 0.05% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 3 | $1.84M | 0.52% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 3 | $1.84M | 1.11% | 00.0% | Unchanged |
| Bank of New Hampshire | 3 | $1.84M | 0.48% | 00.0% | Unchanged |
| HFR Wealth Management, LLC | 3 | $1.84M | 0.47% | −297−99.0% | Reduced |
| Reuter James Wealth Management, LLC | 3 | $1.84M | 1.36% | 00.0% | Unchanged |
| Melone Private Wealth, LLC | 3 | $1.84M | 1.09% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 3 | $1.84M | 1.10% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 3 | $1.84M | 0.14% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 3 | $1.84M | 0.20% | 00.0% | Unchanged |
| Exchange Bank | 3 | $1.84M | 1.56% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 3 | $1.84M | 1.40% | 00.0% | Unchanged |
