| Meritage Portfolio Management | 5 | $3.46M | 0.21% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 5 | $3.46M | 0.84% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 6 | $4.07M | 0.24% | −1−14.3% | Reduced |
| Barlow Wealth Partners, Inc. | 6 | $4.08M | 0.53% | −1−14.3% | Reduced |
| Beaton Management Co. Inc. | 6 | $4.15M | 2.10% | 00.0% | Unchanged |
| Citadel Advisors LLC | 6 | $4.15M | 0.00% | −11−64.7% | Reduced |
| Insigneo Advisory Services, LLC | 6 | $4.15M | 0.42% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 6 | $4.15M | 0.08% | 00.0% | Unchanged |
| Blackhill Capital Inc | 6 | $4.15M | 0.24% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 6 | $4.15M | 1.20% | 00.0% | Unchanged |
| Avenir Corp | 6 | $4.15M | 0.42% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 6 | $4.15M | 0.33% | 00.0% | Unchanged |
| Mairs & Power Inc | 6 | $4.15M | 0.04% | 00.0% | Unchanged |
| First Foundation Advisors | 6 | $4.15M | 0.16% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 6 | $4.15M | 0.02% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 6 | $4.15M | 0.27% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 6 | $4.15M | 0.08% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 6 | $4.15M | 0.65% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 6 | $4.15M | 1.03% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6 | $4.15M | 2.23% | 00.0% | Unchanged |
| Avondale Wealth Management | 6 | $4.15M | 2.70% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 6 | $4.15M | 1.41% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 501 | $4.15M | 0.37% | 00.0% | Unchanged |
| Epacria Capital Partners, LLC | 6 | $4.15M | 2.83% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 6 | $4.15M | 0.18% | 00.0% | Unchanged |
| RMR Capital Management, LLC | 6 | $4.15M | 3.53% | 00.0% | Unchanged |
| KP Management LLC | 6 | $4.15M | 1.46% | 00.0% | Unchanged |
| National Bank of Canada | 6 | $4.15M | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 6 | $4.15M | 0.00% | +2+50.0% | Added |
| Cascade Financial Partners, LLC | 6 | $4.16M | 0.52% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 7 | $4.84M | 0.29% | −10−58.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 7 | $4.84M | 0.60% | −8−53.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 7 | $4.84M | 0.04% | −2−22.2% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 7 | $4.84M | 0.01% | −1−12.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 7 | $4.84M | 0.20% | −1−12.5% | Reduced |
| Old National Bancorp | 7 | $4.84M | 0.11% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 7 | $4.84M | 0.07% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 7 | $4.84M | 0.08% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 7 | $4.84M | 2.95% | 00.0% | Unchanged |
| Invesco Ltd. | 7 | $4.84M | 0.00% | 00.0% | Unchanged |
| Intrust Bank NA | 7 | $4.84M | 0.48% | 00.0% | Unchanged |
| MAI Capital Management | 7 | $4.84M | 0.05% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 7 | $4.84M | 0.91% | 00.0% | Unchanged |
| Parthenon LLC | 7 | $4.84M | 0.58% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 7 | $4.84M | 0.03% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 7 | $4.84M | 0.20% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 7 | $4.84M | 3.67% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 7 | $4.84M | 1.47% | 00.0% | Unchanged |
| Main Street Research LLC | 7 | $4.84M | 0.30% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 7 | $4.84M | 0.88% | 00.0% | Unchanged |
| Iowa State Bank | 7 | $4.84M | 0.99% | 00.0% | Unchanged |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 7 | $4.84M | 0.18% | 00.0% | Unchanged |
| Durante & Waters, LLC | 7 | $4.84M | 4.06% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 7 | $4.84M | 0.12% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 7 | $4.84M | 0.34% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 7 | $4.84M | 0.18% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 7 | $4.84M | 0.32% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 7 | $4.84M | 0.92% | 00.0% | Unchanged |
| Black Point Wealth Management | 7 | $4.84M | 5.61% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 7 | $4.84M | 0.12% | +1+16.7% | Added |
| Creative Planning | 7 | $4.84M | 0.00% | +2+40.0% | Added |
| EverSource Wealth Advisors, LLC | 7 | $4.84M | 0.31% | +4+133.3% | Added |
| Alpine Bank Wealth Management | 7 | $4.84M | 0.77% | +7 | New |
| Principal Street Partners, LLC | 8 | $4.90M | 0.80% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 8 | $5.52M | 0.01% | −9−52.9% | Reduced |
| South Dakota Investment Council | 8 | $5.53M | 0.11% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 8 | $5.53M | 0.40% | 00.0% | Unchanged |
| Barclays PLC | 8 | $5.53M | 0.00% | −28−77.8% | Reduced |
| Edge Capital Group, LLC | 8 | $5.53M | 0.25% | −4−33.3% | Reduced |
| Independent Advisor Alliance | 8 | $5.53M | 0.20% | −2−20.0% | Reduced |
| Beck Mack & Oliver LLC | 8 | $5.53M | 0.11% | 00.0% | Unchanged |
| Equitable Trust Co | 8 | $5.53M | 0.35% | 00.0% | Unchanged |
| Stephens Inc | 8 | $5.53M | 0.08% | 00.0% | Unchanged |
| Washington Trust Bank | 8 | $5.53M | 0.53% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 8 | $5.53M | 0.47% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 8 | $5.53M | 0.09% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 8 | $5.53M | 0.35% | 00.0% | Unchanged |
| Northstar Group, Inc. | 8 | $5.53M | 0.96% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8 | $5.53M | 0.13% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 8 | $5.53M | 0.47% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 8 | $5.53M | 0.47% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 8 | $5.53M | 2.47% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 8 | $5.53M | 1.40% | 00.0% | Unchanged |
| Caldwell Trust Co | 8 | $5.53M | 0.58% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 8 | $5.53M | 0.09% | +2+33.3% | Added |
| Country Club Bank | 9 | $6.18M | 0.41% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 9 | $6.22M | 0.41% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 9 | $6.22M | 0.27% | −2−18.2% | Reduced |
| Walter & Keenan Financial Consulting Co | 9 | $6.22M | 1.89% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 9 | $6.22M | 0.25% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 9 | $6.22M | 0.22% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 9 | $6.22M | 1.03% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 9 | $6.22M | 0.45% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 9 | $6.22M | 0.09% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 9 | $6.22M | 0.38% | 00.0% | Unchanged |
| Weil Company, Inc. | 9 | $6.22M | 2.04% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 9 | $6.22M | 0.23% | 00.0% | Unchanged |
| Argent Trust Co | 9 | $6.22M | 0.26% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 9 | $6.22M | 0.07% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 9 | $6.22M | 0.00% | +3+50.0% | Added |