| Oxford Financial Group Ltd | 3 | $2.19M | 0.13% | +1+50.0% | Added |
| Waterford Advisors, LLC | 529,664 | $2.19M | 0.81% | +529,662+26,483,100.0% | Added |
| Trust Co of Virginia | 3 | $2.19M | 0.19% | +1+50.0% | Added |
| Calamos Wealth Management LLC | 3 | $2.19M | 0.09% | +2+200.0% | Added |
| Icon Wealth Advisors, LLC | 3 | $2.19M | 0.16% | +2+200.0% | Added |
| Archford Capital Strategies, LLC | 3 | $2.19M | 0.28% | +3 | New |
| Crown Wealth Group, LLC | 3 | $2.19M | 0.82% | +3 | New |
| Limestone Investment Advisors LP | 3 | $2.19M | 0.95% | +3 | New |
| Thrivent Financial for Lutherans | 3 | $2.19M | 0.00% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 5,453 | $2.65M | 0.29% | −720−11.7% | Reduced |
| LGL Partners, LLC | 4 | $2.80M | 1.24% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 4 | $2.88M | 0.01% | +2+100.0% | Added |
| Canvas Wealth Advisors, LLC | 4 | $2.89M | 0.57% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 4 | $2.91M | 0.08% | 00.0% | Unchanged |
| Financial Management Network Inc | 4 | $2.91M | 0.52% | 00.0% | Unchanged |
| RK Asset Management, LLC | 4 | $2.91M | 2.81% | 00.0% | Unchanged |
| Santa Monica Partners LP | 4 | $2.92M | 1.70% | 00.0% | Unchanged |
| University of Maryland Foundation, Inc. | 4 | $2.92M | 17.60% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4 | $2.92M | 1.52% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 4 | $2.92M | 2.23% | 00.0% | Unchanged |
| AQR Capital Management LLC | 4 | $2.92M | 0.00% | −21−84.0% | Reduced |
| Nine Masts Capital Ltd | 4 | $2.92M | 1.15% | −12−75.0% | Reduced |
| Atria Wealth Solutions, Inc. | 4 | $2.92M | 0.07% | −3−42.9% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 4 | $2.92M | 0.22% | −1−20.0% | Reduced |
| American National Bank | 4 | $2.92M | 0.30% | −1−20.0% | Reduced |
| Wesbanco Bank Inc | 4 | $2.92M | 0.09% | 00.0% | Unchanged |
| Heritage Trust Co | 6 | $2.92M | 0.34% | 00.0% | Unchanged |
| Becker Capital Management Inc | 4 | $2.92M | 0.09% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 4 | $2.92M | 0.52% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4 | $2.92M | 0.07% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 4 | $2.92M | 0.33% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 4 | $2.92M | 0.46% | 00.0% | Unchanged |
| Cambridge Financial Group, LLC | 4 | $2.92M | 1.09% | 00.0% | Unchanged |
| Dodge & Cox | 4 | $2.92M | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 4 | $2.92M | 0.00% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 4 | $2.92M | 0.04% | 00.0% | Unchanged |
| First National Corp | 4 | $2.92M | 0.59% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 4 | $2.92M | 0.05% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 4 | $2.92M | 0.01% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4 | $2.92M | 0.32% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 4 | $2.92M | 0.01% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 4 | $2.92M | 0.08% | 00.0% | Unchanged |
| Baxter Bros Inc | 4 | $2.92M | 0.36% | 00.0% | Unchanged |
| First Interstate Bank | 4 | $2.92M | 0.17% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 4 | $2.92M | 1.13% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 4 | $2.92M | 0.19% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 4 | $2.92M | 0.45% | 00.0% | Unchanged |
| Black Diamond Capital Management, L.L.C. | 4 | $2.92M | 1.70% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 4 | $2.92M | 0.08% | 00.0% | Unchanged |
| Coastline Trust Co | 4 | $2.92M | 0.33% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 4 | $2.92M | 0.04% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 4 | $2.92M | 0.26% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 4 | $2.92M | 0.02% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 4 | $2.92M | 0.79% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 4 | $2.92M | 0.08% | 00.0% | Unchanged |
| SFMG, LLC | 4 | $2.92M | 0.22% | 00.0% | Unchanged |
| Schwab Charitable Fund | 4 | $2.92M | 0.06% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 4 | $2.92M | 0.39% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 4 | $2.92M | 0.30% | 00.0% | Unchanged |
| CORDA Investment Management, LLC. | 4 | $2.92M | 0.21% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 4 | $2.92M | 0.92% | 00.0% | Unchanged |
| Flossbach Von Storch AG | 4 | $2.92M | 0.01% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 4 | $2.92M | 0.27% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 4 | $2.92M | 0.57% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 4 | $2.92M | 0.43% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 4 | $2.92M | 0.54% | 00.0% | Unchanged |
| KWMG, LLC | 4 | $2.92M | 0.27% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 4 | $2.92M | 0.57% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 4 | $2.92M | 0.55% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 4 | $2.92M | 0.38% | 00.0% | Unchanged |
| Johnson Financial Group, LLC | 4 | $2.92M | 0.28% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 4 | $2.92M | 0.46% | 00.0% | Unchanged |
| Change Path, LLC | 4 | $2.92M | 0.08% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 4 | $2.92M | 0.40% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 4 | $2.92M | 0.34% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 4 | $2.92M | 0.07% | 00.0% | Unchanged |
| Spire Wealth Management | 4 | $2.92M | 0.10% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 4 | $2.92M | 1.54% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 4 | $2.92M | 0.04% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 4 | $2.92M | 0.50% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 4 | $2.92M | 0.09% | 00.0% | Unchanged |
| Fortress Wealth Management, Inc. | 4 | $2.92M | 1.41% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 4 | $2.92M | 0.21% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 4 | $2.92M | 0.29% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 4 | $2.92M | 0.70% | 00.0% | Unchanged |
| Fogel Capital Management, Inc. | 4 | $2.92M | 1.55% | 00.0% | Unchanged |
| Muirfield Wealth Advisors LLC | 4 | $2.92M | 2.32% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 4 | $2.92M | 3.38% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 4 | $2.92M | 0.06% | 00.0% | Unchanged |
| Chicago Trust Co NA | 4 | $2.92M | 0.41% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4 | $2.92M | 0.03% | 00.0% | Unchanged |
| Inscription Capital, LLC | 4 | $2.92M | 0.42% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 4 | $2.92M | 0.24% | +1+33.3% | Added |
| DeDora Capital, Inc. | 4 | $2.92M | 0.76% | +1+33.3% | Added |
| Evergreen Capital Management LLC | 4 | $2.92M | 0.09% | +3+300.0% | Added |
| Prudential Financial Inc | 4 | $2.92M | 0.00% | +4 | New |
| Advantage Trust Co | 4 | $2.92M | 1.44% | +4 | New |
| MASTERINVEST Kapitalanlage GmbH | 4 | $2.92M | 0.31% | +4 | New |
| Jones Financial Companies LLLP | 4 | $2.92M | 0.00% | +1+33.3% | Added |
| Kennon-Green & Company, LLC | 4 | $2.93M | 2.35% | 00.0% | Unchanged |