| Osterweis Capital Management Inc | 5 | $3.77M | 0.17% | 00.0% | Unchanged |
| Mairs & Power Inc | 5 | $3.77M | 0.04% | 00.0% | Unchanged |
| First Foundation Advisors | 5 | $3.77M | 0.14% | 00.0% | Unchanged |
| Rbo & Co LLC | 5 | $3.77M | 0.59% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 5 | $3.77M | 0.22% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 5 | $3.77M | 0.71% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 5 | $3.77M | 0.05% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 5 | $3.77M | 0.25% | 00.0% | Unchanged |
| Richard C. Young & CO., LTD. | 5 | $3.77M | 0.35% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 5 | $3.77M | 0.05% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5 | $3.77M | 0.04% | 00.0% | Unchanged |
| Narwhal Capital Management | 5 | $3.77M | 0.28% | 00.0% | Unchanged |
| Fiera Capital Corp | 5 | $3.77M | 0.01% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 5 | $3.77M | 0.58% | 00.0% | Unchanged |
| Main Street Research LLC | 5 | $3.77M | 0.20% | 00.0% | Unchanged |
| Atria Investments LLC | 5 | $3.77M | 0.04% | 00.0% | Unchanged |
| Verity & Verity, LLC | 5 | $3.77M | 0.30% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 5 | $3.77M | 0.14% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 5 | $3.77M | 0.55% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $3.77M | 0.12% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 5 | $3.77M | 1.39% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 5 | $3.77M | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5 | $3.77M | 0.36% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 5 | $3.77M | 0.05% | 00.0% | Unchanged |
| St. Louis Trust Co | 5 | $3.77M | 0.47% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 5 | $3.77M | 0.14% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 5 | $3.77M | 0.23% | 00.0% | Unchanged |
| Blankinship & Foster, LLC | 5 | $3.77M | 0.82% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5 | $3.77M | 0.15% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 5 | $3.77M | 0.43% | 00.0% | Unchanged |
| Avondale Wealth Management | 5 | $3.77M | 2.01% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 5 | $3.77M | 0.68% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 5 | $3.77M | 0.38% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 5 | $3.77M | 1.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 5 | $3.77M | 0.67% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 5 | $3.77M | 0.23% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $3.77M | 0.48% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 5 | $3.77M | 1.13% | 00.0% | Unchanged |
| Addison Advisors LLC | 5 | $3.77M | 0.87% | 00.0% | Unchanged |
| Pine Ridge Advisers LLC | 5 | $3.77M | 0.26% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 5 | $3.77M | 0.94% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 5 | $3.77M | 0.29% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 5 | $3.77M | 0.33% | 00.0% | Unchanged |
| Dixon Fnancial Services, Inc. | 5 | $3.77M | 1.72% | 00.0% | Unchanged |
| First International Bank & Trust | 5 | $3.77M | 1.31% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 5 | $3.77M | 0.23% | 00.0% | Unchanged |
| Callan Family Office, LLC | 5 | $3.77M | 0.12% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 5 | $3.77M | 0.46% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 5 | $3.77M | 0.23% | 00.0% | Unchanged |
| English Capital Management LLC | 5 | $3.77M | 2.47% | 00.0% | Unchanged |
| Hilltop National Bank | 5 | $3.77M | 0.93% | 00.0% | Unchanged |
| RMR Capital Management, LLC | 5 | $3.77M | 2.63% | 00.0% | Unchanged |
| one8zero8, LLC | 5 | $3.77M | 0.81% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 5 | $3.77M | 0.54% | +1+25.0% | Added |
| Navigoe, LLC | 5 | $3.77M | 2.41% | +2+66.7% | Added |
| Signaturefd, LLC | 5 | $3.77M | 0.06% | +4+400.0% | Added |
| Townsend & Associates, Inc | 6 | $4.43M | 0.42% | 00.0% | Unchanged |
| Nwam LLC | 6 | $4.44M | 0.24% | 00.0% | Unchanged |
| Wedmont Private Capital | 6 | $4.52M | 0.17% | 00.0% | Unchanged |
| Vestor Capital, LLC | 6 | $4.53M | 0.29% | −399,822−100.0% | Reduced |
| Birinyi Associates Inc | 6 | $4.53M | 1.16% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 6 | $4.53M | 2.06% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 6 | $4.53M | 1.00% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 6 | $4.53M | 0.09% | −65,981−100.0% | Reduced |
| Sunpointe, LLC | 6 | $4.53M | 1.63% | −4−40.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 6 | $4.53M | 0.01% | −3−33.3% | Reduced |
| Parthenon LLC | 6 | $4.53M | 0.50% | −1−14.3% | Reduced |
| Bragg Financial Advisors, Inc | 6 | $4.53M | 0.15% | −1−14.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 6 | $4.53M | 0.50% | −1−14.3% | Reduced |
| Blackhill Capital Inc | 6 | $4.53M | 0.22% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 6 | $4.53M | 1.24% | 00.0% | Unchanged |
| Avenir Corp | 6 | $4.53M | 0.47% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6 | $4.53M | 0.14% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6 | $4.53M | 0.29% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 6 | $4.53M | 0.24% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 6 | $4.53M | 0.42% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 6 | $4.53M | 0.24% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 6 | $4.53M | 0.22% | 00.0% | Unchanged |
| Northstar Group, Inc. | 6 | $4.53M | 0.66% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 6 | $4.53M | 0.34% | 00.0% | Unchanged |
| Taylor, Cottrill, Erickson & Associates, Inc. | 6 | $4.53M | 1.49% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 6 | $4.53M | 0.26% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 6 | $4.53M | 0.17% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 6 | $4.53M | 0.30% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 6 | $4.53M | 1.20% | 00.0% | Unchanged |
| Allie Family Office LLC | 6 | $4.53M | 2.15% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 6 | $4.53M | 0.35% | 00.0% | Unchanged |
| Epacria Capital Partners, LLC | 6 | $4.53M | 3.67% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 6 | $4.53M | 0.15% | 00.0% | Unchanged |
| Canopy Partners, LLC | 6 | $4.53M | 1.51% | 00.0% | Unchanged |
| Pine Harbor Wealth Management, LLC | 6 | $4.53M | 1.45% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 6 | $4.53M | 0.52% | 00.0% | Unchanged |
| KP Management LLC | 6 | $4.53M | 1.59% | 00.0% | Unchanged |
| IFC Advisors LLC | 6 | $4.53M | 0.83% | 00.0% | Unchanged |
| Elm Partners Management LLC | 6 | $4.53M | 0.23% | +1+20.0% | Added |
| Ronald Blue Trust, Inc. | 6 | $4.53M | 0.05% | +4+200.0% | Added |
| NorthRock Partners, LLC | 6 | $4.53M | 0.08% | +5+500.0% | Added |
| TD Waterhouse Canada Inc. | 7 | $5.24M | 0.03% | 00.0% | Unchanged |
| Beddow Capital Management Inc | 7 | $5.28M | 1.95% | 00.0% | Unchanged |
| Equitable Trust Co | 7 | $5.28M | 0.24% | −1−12.5% | Reduced |