| Am Investment Strategies LLC | 3 | $2.26M | 0.49% | 00.0% | Unchanged |
| Mosaic Financial Group, LLC | 3 | $2.26M | 1.61% | 00.0% | Unchanged |
| Natural Investments, LLC | 2,378 | $2.70M | 0.67% | +2,376+118,800.0% | Added |
| Vista Capital Partners, Inc. | 5,413 | $2.72M | 0.28% | −40−0.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 4 | $2.89M | 0.46% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 4 | $2.94M | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4 | $2.94M | 0.03% | 00.0% | Unchanged |
| First National Corp | 4 | $2.98M | 0.57% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 4 | $3.00M | 0.55% | 00.0% | Unchanged |
| Financial Management Network Inc | 4 | $3.00M | 0.50% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4 | $3.01M | 0.00% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 4 | $3.01M | 0.07% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 4 | $3.02M | 0.00% | +1+33.3% | Added |
| RK Asset Management, LLC | 4 | $3.02M | 2.74% | 00.0% | Unchanged |
| Brooklyn FI, LLC | 4 | $3.02M | 0.68% | −1−20.0% | Reduced |
| Topsail Wealth Management, LLC | 4 | $3.02M | 0.51% | −1−20.0% | Reduced |
| Aegis Wealth Management LLC | 4 | $3.02M | 1.62% | 00.0% | Unchanged |
| Kennon-Green & Company, LLC | 4 | $3.02M | 2.34% | 00.0% | Unchanged |
| Dodge & Cox | 4 | $3.02M | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 4 | $3.02M | 0.00% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 4 | $3.02M | 0.04% | 00.0% | Unchanged |
| Becker Capital Management Inc | 4 | $3.02M | 0.09% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 4 | $3.02M | 0.05% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 4 | $3.02M | 0.01% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 4 | $3.02M | 0.08% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4 | $3.02M | 0.31% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 4 | $3.02M | 0.01% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 4 | $3.02M | 0.08% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 4 | $3.02M | 0.22% | 00.0% | Unchanged |
| Baxter Bros Inc | 4 | $3.02M | 0.35% | 00.0% | Unchanged |
| First Interstate Bank | 4 | $3.02M | 0.17% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 4 | $3.02M | 0.50% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 4 | $3.02M | 1.07% | 00.0% | Unchanged |
| Prudential Financial Inc | 4 | $3.02M | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 4 | $3.02M | 0.00% | 00.0% | Unchanged |
| American National Bank | 4 | $3.02M | 0.30% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 4 | $3.02M | 0.07% | 00.0% | Unchanged |
| Coastline Trust Co | 4 | $3.02M | 0.32% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 4 | $3.02M | 0.04% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 4 | $3.02M | 0.26% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 4 | $3.02M | 0.75% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4 | $3.02M | 0.06% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 4 | $3.02M | 0.31% | 00.0% | Unchanged |
| Schwab Charitable Fund | 4 | $3.02M | 0.06% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 4 | $3.02M | 0.38% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 4 | $3.02M | 0.29% | 00.0% | Unchanged |
| CORDA Investment Management, LLC. | 4 | $3.02M | 0.21% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 4 | $3.02M | 0.91% | 00.0% | Unchanged |
| Flossbach Von Storch AG | 4 | $3.02M | 0.01% | 00.0% | Unchanged |
| Chicago Trust Co NA | 4 | $3.02M | 0.42% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 4 | $3.02M | 0.26% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 4 | $3.02M | 0.54% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 4 | $3.02M | 0.41% | 00.0% | Unchanged |
| KWMG, LLC | 4 | $3.02M | 0.26% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 4 | $3.02M | 1.05% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 4 | $3.02M | 0.53% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 4 | $3.02M | 0.45% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 4 | $3.02M | 0.37% | 00.0% | Unchanged |
| Heritage Trust Co | 6 | $3.02M | 0.32% | 00.0% | Unchanged |
| Johnson Financial Group, LLC | 4 | $3.02M | 0.28% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 4 | $3.02M | 0.44% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 4 | $3.02M | 0.73% | 00.0% | Unchanged |
| Change Path, LLC | 4 | $3.02M | 0.07% | 00.0% | Unchanged |
| Inscription Capital, LLC | 4 | $3.02M | 0.33% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 4 | $3.02M | 0.38% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 4 | $3.02M | 0.36% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 4 | $3.02M | 0.06% | 00.0% | Unchanged |
| Spire Wealth Management | 4 | $3.02M | 0.10% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 4 | $3.02M | 1.36% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 4 | $3.02M | 0.48% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 4 | $3.02M | 0.08% | 00.0% | Unchanged |
| Fortress Wealth Management, Inc. | 4 | $3.02M | 1.34% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 4 | $3.02M | 0.15% | 00.0% | Unchanged |
| Advantage Trust Co | 4 | $3.02M | 1.36% | 00.0% | Unchanged |
| Fogel Capital Management, Inc. | 4 | $3.02M | 1.40% | 00.0% | Unchanged |
| Muirfield Wealth Advisors LLC | 4 | $3.02M | 2.24% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 4 | $3.02M | 3.34% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 4 | $3.02M | 0.06% | 00.0% | Unchanged |
| MASTERINVEST Kapitalanlage GmbH | 4 | $3.02M | 0.29% | 00.0% | Unchanged |
| LGL Partners, LLC | 4 | $3.02M | 1.28% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 4 | $3.02M | 0.04% | +1+33.3% | Added |
| Freestone Capital Holdings, LLC | 4 | $3.02M | 0.09% | +2+100.0% | Added |
| We Are One Seven, LLC | 4 | $3.02M | 0.07% | +3+300.0% | Added |
| One Day In July LLC | 4 | $3.02M | 0.26% | +3+300.0% | Added |
| Vawter Financial, Ltd. | 4 | $3.02M | 1.37% | +4 | New |
| Quantessence Capital LLC | 4 | $3.02M | 0.95% | +4 | New |
| Black Diamond Capital Management I, LLLP | 4 | $3.02M | 2.01% | +4 | New |
| Santa Monica Partners LP | 4 | $3.02M | 1.77% | 00.0% | Unchanged |
| University of Maryland Foundation, Inc. | 4 | $3.02M | 57.08% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 4 | $3.02M | 2.27% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 5 | $3.66M | 1.29% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 5 | $3.68M | 0.41% | 00.0% | Unchanged |
| BNP Paribas | 5 | $3.75M | 0.11% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 5 | $3.77M | 0.03% | −2−28.6% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5 | $3.77M | 1.84% | −1−16.7% | Reduced |
| Westwood Holdings Group Inc. | 5 | $3.77M | 0.03% | −1−16.7% | Reduced |
| Sage Mountain Advisors LLC | 5 | $3.77M | 0.22% | −1−16.7% | Reduced |
| Bank of Nova Scotia | 5 | $3.77M | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 5 | $3.77M | 0.25% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 5 | $3.77M | 1.10% | 00.0% | Unchanged |