| 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 |
| Palisade Capital Management LLC | 4 | $3.02M | 0.09% | 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 | 0.16% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 4 | $3.02M | 0.47% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 4 | $3.02M | 1.00% | 00.0% | Unchanged |
| American National Bank | 4 | $3.02M | 0.29% | 00.0% | Unchanged |
| Coastline Trust Co | 4 | $3.02M | 0.28% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 4 | $3.02M | 0.04% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 4 | $3.02M | 0.25% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 4 | $3.02M | 0.73% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4 | $3.02M | 0.05% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 4 | $3.02M | 0.32% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 4 | $3.02M | 0.38% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 4 | $3.02M | 0.28% | 00.0% | Unchanged |
| CORDA Investment Management, LLC. | 4 | $3.02M | 0.22% | 00.0% | Unchanged |
| Flossbach Von Storch AG | 4 | $3.02M | 0.01% | 00.0% | Unchanged |
| Chicago Trust Co NA | 4 | $3.02M | 0.47% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 4 | $3.02M | 0.25% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 4 | $3.02M | 0.51% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 4 | $3.02M | 0.40% | 00.0% | Unchanged |
| KWMG, LLC | 4 | $3.02M | 0.26% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 4 | $3.02M | 1.17% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 4 | $3.02M | 0.53% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 4 | $3.02M | 0.43% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 4 | $3.02M | 0.35% | 00.0% | Unchanged |
| Heritage Trust Co | 6 | $3.02M | 0.31% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 4 | $3.02M | 0.43% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 4 | $3.02M | 0.71% | 00.0% | Unchanged |
| Change Path, LLC | 4 | $3.02M | 0.07% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 4 | $3.02M | 0.04% | 00.0% | Unchanged |
| Inscription Capital, LLC | 4 | $3.02M | 0.31% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 4 | $3.02M | 0.36% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 4 | $3.02M | 0.33% | 00.0% | Unchanged |
| One Day In July LLC | 4 | $3.02M | 0.25% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 4 | $3.02M | 1.64% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 4 | $3.02M | 0.46% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 4 | $3.02M | 0.08% | 00.0% | Unchanged |
| Kennon-Green & Company, LLC | 4 | $3.02M | 2.40% | 00.0% | Unchanged |
| Vawter Financial, Ltd. | 4 | $3.02M | 1.27% | 00.0% | Unchanged |
| Fogel Capital Management, Inc. | 4 | $3.02M | 1.39% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 4 | $3.02M | 3.32% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 4 | $3.02M | 0.05% | 00.0% | Unchanged |
| Topsail Wealth Management, LLC | 4 | $3.02M | 0.44% | 00.0% | Unchanged |
| Black Diamond Capital Management I, LLLP | 4 | $3.02M | 2.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4 | $3.02M | 0.00% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 4 | $3.02M | 0.51% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 4 | $3.02M | 0.10% | +1+33.3% | Added |
| Financial Advisory Service, Inc. | 4 | $3.02M | 0.20% | +1+33.3% | Added |
| Larson Financial Group LLC | 4 | $3.02M | 0.10% | +1+33.3% | Added |
| Buckingham Strategic Partners | 4 | $3.02M | 0.04% | +2+100.0% | Added |
| North Berkeley Wealth Management, LLC | 4 | $3.02M | 1.78% | +2+100.0% | Added |
| TFB Advisors LLC | 4 | $3.02M | 0.84% | +2+100.0% | Added |
| Indiana Trust & Investment Management CO | 4 | $3.02M | 0.89% | +3+300.0% | Added |
| PFG Private Wealth Management, LLC | 4 | $3.02M | 1.32% | +3+300.0% | Added |
| Point72 Asset Management, L.P. | 4 | $3.02M | 0.00% | +4 | New |
| Keewaydin Investments LLC | 4 | $3.02M | 0.80% | +4 | New |
| Indivisible Partners | 4 | $3.02M | 0.33% | +4 | New |
| Marble Wealth, LLC | 4 | $3.02M | 0.42% | +4 | New |
| Santa Monica Partners LP | 4 | $3.02M | 1.83% | 00.0% | Unchanged |
| University of Maryland Foundation, Inc. | 4 | $3.02M | 56.71% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 4 | $3.02M | 2.42% | 00.0% | Unchanged |
| RK Asset Management, LLC | 4 | $3.02M | 2.85% | 00.0% | Unchanged |
| HRT Financial LP | 4 | $3.02M | 0.01% | +3+300.0% | Added |
| Janus Henderson Group PLC | 4 | $3.02M | 0.00% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 4 | $2.99M | 0.07% | 00.0% | Unchanged |
| Financial Management Network Inc | 4 | $2.98M | 0.47% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4 | $2.85M | 0.03% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 5,606 | $2.82M | 0.28% | +193+3.6% | Added |
| DekaBank Deutsche Girozentrale | 4 | $2.65M | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 3 | $2.27M | 0.00% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 3 | $2.26M | 0.05% | −50−94.3% | Reduced |
| Huntington National Bank | 3 | $2.26M | 0.01% | −8−72.7% | Reduced |
| Sage Mountain Advisors LLC | 3 | $2.26M | 0.12% | −2−40.0% | Reduced |
| Dimensional Fund Advisors LP | 3 | $2.26M | 0.00% | −1−25.0% | Reduced |
| Freestone Capital Holdings, LLC | 3 | $2.26M | 0.07% | −1−25.0% | Reduced |
| Aegis Wealth Management LLC | 3 | $2.26M | 1.28% | −1−25.0% | Reduced |
| LGL Partners, LLC | 3 | $2.26M | 0.97% | −1−25.0% | Reduced |
| Brooklyn FI, LLC | 3 | $2.26M | 0.48% | −1−25.0% | Reduced |
| Associated Banc-Corp | 3 | $2.26M | 0.06% | 00.0% | Unchanged |
| Terry L. Blaker | 3 | $2.26M | 0.08% | 00.0% | Unchanged |
| Howe & Rusling Inc | 3 | $2.26M | 0.15% | 00.0% | Unchanged |
| Edgewood Management LLC | 3 | $2.26M | 0.01% | 00.0% | Unchanged |
| Middleton & Co Inc | 3 | $2.26M | 0.24% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $2.26M | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 3 | $2.26M | 0.21% | 00.0% | Unchanged |
| First Trust Advisors LP | 3 | $2.26M | 0.00% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 3 | $2.26M | 0.16% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 3 | $2.26M | 0.12% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 3 | $2.26M | 0.81% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 3 | $2.26M | 0.18% | 00.0% | Unchanged |
| Suncoast Equity Management | 3 | $2.26M | 0.23% | 00.0% | Unchanged |
| BBR Partners, LLC | 3 | $2.26M | 0.12% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 3 | $2.26M | 0.14% | 00.0% | Unchanged |
| SFMG, LLC | 3 | $2.26M | 0.15% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 3 | $2.26M | 0.02% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 3 | $2.26M | 0.05% | 00.0% | Unchanged |