| Canvas Wealth Advisors, LLC | 4 | $2.76M | 0.76% | 00.0% | Unchanged |
| Baxter Bros Inc | 4 | $2.76M | 0.36% | 00.0% | Unchanged |
| Dodge & Cox | 4 | $2.76M | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 4 | $2.76M | 0.00% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 4 | $2.76M | 0.05% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4 | $2.76M | 0.04% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 4 | $2.76M | 0.01% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4 | $2.76M | 0.27% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 4 | $2.76M | 0.00% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 4 | $2.76M | 0.07% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 4 | $2.76M | 0.18% | 00.0% | Unchanged |
| M&R Capital Management Inc | 4 | $2.76M | 0.61% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 4 | $2.76M | 1.05% | 00.0% | Unchanged |
| Black Diamond Capital Management, L.L.C. | 4 | $2.76M | 1.64% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 4 | $2.76M | 0.07% | 00.0% | Unchanged |
| Coastline Trust Co | 4 | $2.76M | 0.32% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4 | $2.76M | 0.19% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 4 | $2.76M | 0.02% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 4 | $2.76M | 0.02% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 4 | $2.76M | 0.38% | 00.0% | Unchanged |
| CORDA Investment Management, LLC. | 4 | $2.76M | 0.22% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 4 | $2.76M | 0.81% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $2.76M | 0.11% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 4 | $2.76M | 0.03% | 00.0% | Unchanged |
| Chicago Trust Co NA | 4 | $2.76M | 0.48% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 4 | $2.76M | 1.22% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 4 | $2.76M | 1.24% | 00.0% | Unchanged |
| First Personal Financial Services | 4 | $2.76M | 0.58% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4 | $2.76M | 0.05% | 00.0% | Unchanged |
| Lido Advisors, LLC | 4 | $2.76M | 0.02% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 4 | $2.76M | 0.09% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 4 | $2.76M | 0.76% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 4 | $2.76M | 0.09% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 4 | $2.76M | 0.53% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4 | $2.76M | 0.14% | 00.0% | Unchanged |
| Johnson Financial Group, LLC | 4 | $2.76M | 0.34% | 00.0% | Unchanged |
| Helios Capital Management Pte. Ltd | 4 | $2.76M | 1.70% | 00.0% | Unchanged |
| Spire Wealth Management | 4 | $2.76M | 0.09% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 4 | $2.76M | 0.08% | 00.0% | Unchanged |
| Fortress Wealth Management, Inc. | 4 | $2.76M | 1.38% | 00.0% | Unchanged |
| Kennon-Green & Company, LLC | 4 | $2.76M | 2.30% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 4 | $2.76M | 0.56% | 00.0% | Unchanged |
| Fogel Capital Management, Inc. | 4 | $2.76M | 1.43% | 00.0% | Unchanged |
| Muirfield Wealth Advisors LLC | 4 | $2.76M | 2.35% | 00.0% | Unchanged |
| Bright Financial Advisors, Inc. | 4 | $2.76M | 1.76% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 4 | $2.76M | 0.08% | +3+300.0% | Added |
| Argent Financial Group, Inc. | 6 | $2.76M | 0.33% | +6 | New |
| NWK Group, Inc. | 4 | $2.76M | 1.13% | +4 | New |
| Gsa Capital Partners LLP | 4 | $2.77M | 0.21% | −3−42.9% | Reduced |
| Sentinel Trust Co Lba | 4 | $2.77M | 0.31% | −1−20.0% | Reduced |
| Wintrust Investments LLC | 4 | $2.77M | 2.05% | 00.0% | Unchanged |
| Santa Monica Partners LP | 4 | $2.77M | 1.63% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 4 | $2.77M | 0.04% | 00.0% | Unchanged |
| RK Asset Management, LLC | 4 | $2.77M | 2.13% | 00.0% | Unchanged |
| University of Maryland Foundation, Inc. | 4 | $2.77M | 1.96% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4 | $2.77M | 1.43% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 4 | $2.77M | 2.02% | 00.0% | Unchanged |
| Mosaic Financial Group, LLC | 4 | $2.77M | 1.96% | 00.0% | Unchanged |
| Financial Management Network Inc | 4 | $2.78M | 0.58% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 6,706 | $3.09M | 0.36% | −31−0.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5 | $3.44M | 0.03% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 5 | $3.44M | 0.10% | 00.0% | Unchanged |
| BNP Paribas | 5 | $3.45M | 0.14% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 5 | $3.45M | 0.00% | +2+66.7% | Added |
| Citizens National Bank Trust Department | 5 | $3.46M | 0.73% | −5−50.0% | Reduced |
| Bank of Nova Scotia | 5 | $3.46M | 0.01% | −3−37.5% | Reduced |
| Ameritas Investment Partners, Inc. | 5 | $3.46M | 0.11% | −1−16.7% | Reduced |
| Summit Asset Management, LLC | 500 | $3.46M | 0.65% | −100−16.7% | Reduced |
| Gladstone Institutional Advisory LLC | 5 | $3.46M | 0.17% | −1−16.7% | Reduced |
| NBT Bank N A | 5 | $3.46M | 0.23% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 5 | $3.46M | 1.21% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 5 | $3.46M | 0.18% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 5 | $3.46M | 0.10% | 00.0% | Unchanged |
| Washington Trust Co | 5 | $3.46M | 0.12% | 00.0% | Unchanged |
| First Interstate Bank | 5 | $3.46M | 0.21% | 00.0% | Unchanged |
| Rbo & Co LLC | 5 | $3.46M | 0.55% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 5 | $3.46M | 0.53% | 00.0% | Unchanged |
| American National Bank | 5 | $3.46M | 0.41% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 5 | $3.46M | 0.26% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 5 | $3.46M | 0.66% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 5 | $3.46M | 0.05% | 00.0% | Unchanged |
| Narwhal Capital Management | 5 | $3.46M | 0.31% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 5 | $3.46M | 0.21% | 00.0% | Unchanged |
| Fiera Capital Corp | 5 | $3.46M | 0.01% | 00.0% | Unchanged |
| Atria Investments LLC | 5 | $3.46M | 0.04% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 5 | $3.46M | 0.26% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5 | $3.46M | 0.86% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 5 | $3.46M | 1.11% | 00.0% | Unchanged |
| Absolute Capital Management, LLC | 5 | $3.46M | 2.05% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 5 | $3.46M | 1.48% | 00.0% | Unchanged |
| Pine Ridge Advisers LLC | 5 | $3.46M | 0.34% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 5 | $3.46M | 0.38% | 00.0% | Unchanged |
| Capricorn Fund Managers Ltd | 5 | $3.46M | 2.33% | 00.0% | Unchanged |
| Allie Family Office LLC | 5 | $3.46M | 1.86% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 5 | $3.46M | 1.43% | 00.0% | Unchanged |
| Whitford Management LLC | 5 | $3.46M | 1.96% | 00.0% | Unchanged |
| Hilltop National Bank | 5 | $3.46M | 1.05% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5 | $3.46M | 0.37% | +2+66.7% | Added |
| Intelligent Financial Strategies | 5 | $3.46M | 1.90% | +3+150.0% | Added |
| Benjamin Edwards Inc | 5 | $3.46M | 0.05% | +5 | New |