| Heritage Trust Co | 6 | $3.19M | 0.39% | 00.0% | Unchanged |
| Santa Monica Partners LP | 4 | $3.19M | 1.75% | 00.0% | Unchanged |
| RK Asset Management, LLC | 4 | $3.19M | 2.95% | 00.0% | Unchanged |
| University of Maryland Foundation, Inc. | 4 | $3.19M | 2.04% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4 | $3.19M | 1.74% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 4 | $3.19M | 2.67% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 6,173 | $3.29M | 0.40% | −455−6.9% | Reduced |
| Total Clarity Wealth Management, Inc. | 5 | $3.40M | 1.11% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 5 | $3.98M | 0.52% | −1−16.7% | Reduced |
| Russell Investments Group, Ltd. | 5 | $3.98M | 0.01% | +2+66.7% | Added |
| Fullcircle Wealth LLC | 5 | $3.99M | 1.64% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 5 | $3.99M | 0.97% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 5 | $3.99M | 0.84% | 00.0% | Unchanged |
| Intrust Bank NA | 5 | $3.99M | 0.39% | −2−28.6% | Reduced |
| EverSource Wealth Advisors, LLC | 5 | $3.99M | 0.22% | −2−28.6% | Reduced |
| Aureus Asset Management, LLC | 5 | $3.99M | 0.28% | −1−16.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 5 | $3.99M | 0.01% | −1−16.7% | Reduced |
| English Capital Management LLC | 5 | $3.99M | 2.98% | −1−16.7% | Reduced |
| Bond & Devick Financial Network, Inc. | 5 | $3.99M | 1.45% | 00.0% | Unchanged |
| Bank of Nova Scotia | 5 | $3.99M | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 5 | $3.99M | 0.29% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 5 | $3.99M | 1.42% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 5 | $3.99M | 0.20% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 5 | $3.99M | 0.32% | 00.0% | Unchanged |
| Rbo & Co LLC | 5 | $3.99M | 0.64% | 00.0% | Unchanged |
| American National Bank | 5 | $3.99M | 0.44% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 5 | $3.99M | 0.28% | 00.0% | Unchanged |
| Richard C. Young & CO., LTD. | 5 | $3.99M | 0.43% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 5 | $3.99M | 0.06% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5 | $3.99M | 0.06% | 00.0% | Unchanged |
| Narwhal Capital Management | 5 | $3.99M | 0.36% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 5 | $3.99M | 0.25% | 00.0% | Unchanged |
| Fiera Capital Corp | 5 | $3.99M | 0.01% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 5 | $3.99M | 0.69% | −495−99.0% | Reduced |
| Atria Investments LLC | 5 | $3.99M | 0.05% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $3.99M | 0.15% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 5 | $3.99M | 1.76% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5 | $3.99M | 0.43% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 5 | $3.99M | 0.29% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 5 | $3.99M | 0.19% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5 | $3.99M | 0.95% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 5 | $3.99M | 0.85% | 00.0% | Unchanged |
| Pine Ridge Advisers LLC | 5 | $3.99M | 0.34% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 5 | $3.99M | 0.35% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 5 | $3.99M | 0.42% | 00.0% | Unchanged |
| Allie Family Office LLC | 5 | $3.99M | 2.18% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 5 | $3.99M | 1.71% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 5 | $3.99M | 0.36% | 00.0% | Unchanged |
| RMR Capital Management, LLC | 5 | $3.99M | 2.88% | 00.0% | Unchanged |
| one8zero8, LLC | 5 | $3.99M | 0.94% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 5 | $3.99M | 0.03% | +1+25.0% | Added |
| Merit Financial Group, LLC | 5 | $3.99M | 0.06% | +2+66.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 5 | $3.99M | 0.27% | +4+400.0% | Added |
| Coldstream Capital Management Inc | 5 | $3.99M | 0.09% | +5 | New |
| Verity & Verity, LLC | 5 | $3.99M | 0.35% | +5 | New |
| Tarbox Family Office, Inc. | 5 | $3.99M | 0.66% | +5 | New |
| Peak Asset Management, LLC | 5 | $3.99M | 0.76% | +5 | New |
| St. Louis Trust Co | 5 | $3.99M | 0.58% | +5 | New |
| Oak Grove Capital LLC | 5 | $3.99M | 0.95% | +5 | New |
| Blankinship & Foster, LLC | 5 | $3.99M | 1.01% | +5 | New |
| Delta Investment Management, LLC | 5 | $3.99M | 0.81% | +5 | New |
| Aaron Wealth Advisors | 5 | $3.99M | 0.46% | +5 | New |
| TFC Financial Management | 5 | $3.99M | 0.61% | +5 | New |
| Addison Advisors LLC | 5 | $3.99M | 1.09% | +5 | New |
| Twelve Points Wealth Management LLC | 5 | $3.99M | 1.08% | +5 | New |
| Dixon Fnancial Services, Inc. | 5 | $3.99M | 2.16% | +5 | New |
| Angeles Wealth Management, LLC | 5 | $3.99M | 0.33% | +5 | New |
| Goldstein Advisors, LLC | 5 | $3.99M | 0.58% | +5 | New |
| BNP Paribas | 5 | $4.00M | 0.17% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 6 | $4.56M | 0.48% | +6 | New |
| Wedmont Private Capital | 6 | $4.70M | 0.24% | +6 | New |
| PrairieView Partners, LLC | 6 | $4.79M | 0.50% | +6 | New |
| Credit Agricole S A | 6 | $4.79M | 0.02% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 6 | $4.79M | 0.09% | +5+500.0% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 6 | $4.79M | 1.70% | +6 | New |
| Courant Investment Management LLC | 6 | $4.79M | 4.01% | −4−40.0% | Reduced |
| Sage Mountain Advisors LLC | 6 | $4.79M | 0.35% | −2−25.0% | Reduced |
| Blackhill Capital Inc | 6 | $4.79M | 0.28% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 6 | $4.79M | 1.46% | 00.0% | Unchanged |
| Avenir Corp | 6 | $4.79M | 0.50% | 00.0% | Unchanged |
| Mairs & Power Inc | 6 | $4.79M | 0.05% | 00.0% | Unchanged |
| Washington Trust Co | 6 | $4.79M | 0.18% | 00.0% | Unchanged |
| First Foundation Advisors | 6 | $4.79M | 0.20% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 6 | $4.79M | 0.04% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 6 | $4.79M | 0.28% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 6 | $4.79M | 0.78% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 6 | $4.79M | 0.68% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6 | $4.79M | 2.68% | 00.0% | Unchanged |
| Avondale Wealth Management | 6 | $4.79M | 3.02% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 6 | $4.79M | 1.82% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 6 | $4.79M | 0.46% | 00.0% | Unchanged |
| Epacria Capital Partners, LLC | 6 | $4.79M | 3.90% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 6 | $4.79M | 0.21% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 6 | $4.79M | 0.88% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 6 | $4.79M | 0.60% | 00.0% | Unchanged |
| KP Management LLC | 6 | $4.79M | 1.84% | 00.0% | Unchanged |
| IFC Advisors LLC | 6 | $4.79M | 1.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6 | $4.79M | 0.16% | +1+20.0% | Added |
| ZWJ Investment Counsel Inc | 6 | $4.79M | 0.19% | +6 | New |
| Maple Capital Management, Inc. | 6 | $4.79M | 0.37% | +6 | New |