| Cypress Point Wealth Management, LLC | 3 | $2.25M | 0.46% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 3 | $2.25M | 0.14% | 00.0% | Unchanged |
| Hoese & Co LLP | 3 | $2.25M | 1.46% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 3 | $2.25M | 0.37% | 00.0% | Unchanged |
| SageGuard Financial Group, LLC | 3 | $2.25M | 0.32% | 00.0% | Unchanged |
| Bank of New Hampshire | 3 | $2.25M | 0.47% | 00.0% | Unchanged |
| HFR Wealth Management, LLC | 3 | $2.25M | 0.55% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 3 | $2.25M | 0.30% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 3 | $2.25M | 0.49% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 3 | $2.25M | 1.26% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 3 | $2.25M | 0.24% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 3 | $2.25M | 0.13% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 3 | $2.25M | 0.43% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 3 | $2.25M | 0.24% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 3 | $2.25M | 0.42% | 00.0% | Unchanged |
| Vanguard National Trust Co | 3 | $2.25M | 0.12% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 3 | $2.25M | 0.20% | 00.0% | Unchanged |
| Exchange Bank | 3 | $2.25M | 1.40% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 3 | $2.25M | 0.25% | 00.0% | Unchanged |
| NavPoint Financial, Inc. | 3 | $2.25M | 0.83% | 00.0% | Unchanged |
| Kings Path Partners LLC | 3 | $2.25M | 0.60% | 00.0% | Unchanged |
| Atlas Legacy Advisors, LLC | 3 | $2.25M | 0.33% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 3 | $2.25M | 1.45% | 00.0% | Unchanged |
| Holcombe Financial, Inc. | 3 | $2.25M | 1.27% | 00.0% | Unchanged |
| North Berkeley Wealth Management, LLC | 3 | $2.25M | 0.91% | 00.0% | Unchanged |
| Focused Alpha, LLC | 3 | $2.25M | 0.58% | 00.0% | Unchanged |
| Rare Wolf Capital LLC | 3 | $2.25M | 1.44% | 00.0% | Unchanged |
| Sound Portfolio Advisors, LLC | 3 | $2.25M | 1.59% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 3 | $2.25M | 0.14% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 3 | $2.25M | 0.04% | +1+50.0% | Added |
| Erste Asset Management GmbH | 3 | $2.25M | 0.02% | +3 | New |
| Daniel Investment Group, Inc. | 3 | $2.25M | 1.33% | +3 | New |
| Asset Allocation & Management Company, LLC | 3 | $2.25M | 0.73% | 00.0% | Unchanged |
| First PREMIER Bank | 3 | $2.25M | 0.36% | 00.0% | Unchanged |
| Trust Co of Kansas | 3 | $2.25M | 1.15% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 3 | $2.25M | 0.01% | −1−25.0% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,560 | $2.42M | 0.57% | +6,558+327,900.0% | Added |
| DekaBank Deutsche Girozentrale | 4 | $2.84M | 0.00% | 00.0% | Unchanged |
| Asset One Wealth Management LLC | 4 | $2.93M | 0.31% | 00.0% | Unchanged |
| Financial Management Network Inc | 4 | $2.94M | 0.42% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 4 | $2.96M | 0.08% | 00.0% | Unchanged |
| BNP Paribas | 4 | $2.97M | 0.08% | −1−20.0% | Reduced |
| Core Capital Management & Research, inc. | 4 | $2.97M | 1.56% | +4 | New |
| Santa Monica Partners LP | 4 | $3.00M | 1.62% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 4 | $3.00M | 0.13% | 00.0% | Unchanged |
| University of Maryland Foundation, Inc. | 4 | $3.00M | 5.34% | 00.0% | Unchanged |
| Steginsky Capital LLC | 4 | $3.00M | 0.45% | +3+300.0% | Added |
| Wallace Capital Management Inc. | 4 | $3.00M | 0.33% | −10−71.4% | Reduced |
| Rbo & Co LLC | 4 | $3.00M | 0.48% | −1−20.0% | Reduced |
| Ballentine Partners, LLC | 4 | $3.00M | 0.04% | −1−20.0% | Reduced |
| Coastal Bridge Advisors, LLC | 4 | $3.00M | 0.19% | −1−20.0% | Reduced |
| Avondale Wealth Management | 4 | $3.00M | 1.22% | −1−20.0% | Reduced |
| Foundations Investment Advisors, LLC | 4 | $3.00M | 0.03% | −1−20.0% | Reduced |
| TFC Financial Management | 4 | $3.00M | 0.33% | −1−20.0% | Reduced |
| TCG Advisory Services, LLC | 4 | $3.00M | 0.06% | −1−20.0% | Reduced |
| Buckingham Strategic Partners | 4 | $3.00M | 0.03% | −1−20.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4 | $3.00M | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 4 | $3.00M | 0.01% | 00.0% | Unchanged |
| Dodge & Cox | 4 | $3.00M | 0.00% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 4 | $3.00M | 0.03% | 00.0% | Unchanged |
| Becker Capital Management Inc | 4 | $3.00M | 0.08% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4 | $3.00M | 0.04% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 4 | $3.00M | 0.01% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 4 | $3.00M | 0.07% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 4 | $3.00M | 0.17% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 4 | $3.00M | 0.13% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 4 | $3.00M | 0.20% | 00.0% | Unchanged |
| Baxter Bros Inc | 4 | $3.00M | 0.35% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 4 | $3.00M | 0.44% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 4 | $3.00M | 1.04% | 00.0% | Unchanged |
| American National Bank | 4 | $3.00M | 0.26% | 00.0% | Unchanged |
| Coastline Trust Co | 4 | $3.00M | 0.27% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 4 | $3.00M | 0.03% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 4 | $3.00M | 0.82% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 4 | $3.00M | 0.23% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 4 | $3.00M | 0.01% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4 | $3.00M | 0.04% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 4 | $3.00M | 0.39% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 4 | $3.00M | 0.25% | 00.0% | Unchanged |
| Flossbach Von Storch AG | 4 | $3.00M | 0.01% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 4 | $3.00M | 0.16% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 4 | $3.00M | 0.09% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $3.00M | 0.08% | 00.0% | Unchanged |
| Chicago Trust Co NA | 4 | $3.00M | 0.43% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 4 | $3.00M | 0.21% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 4 | $3.00M | 0.46% | 00.0% | Unchanged |
| KWMG, LLC | 4 | $3.00M | 0.22% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4 | $3.00M | 0.27% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4 | $3.00M | 0.03% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 4 | $3.00M | 0.49% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 4 | $3.00M | 0.56% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 4 | $3.00M | 0.37% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 4 | $3.00M | 0.31% | 00.0% | Unchanged |
| Heritage Trust Co | 6 | $3.00M | 0.26% | 00.0% | Unchanged |
| Johnson Financial Group, LLC | 4 | $3.00M | 0.16% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 4 | $3.00M | 0.40% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 4 | $3.00M | 0.65% | 00.0% | Unchanged |
| Change Path, LLC | 4 | $3.00M | 0.06% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 4 | $3.00M | 0.30% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 4 | $3.00M | 0.35% | 00.0% | Unchanged |