| Ameriprise Financial Inc | 467 | $696.0K | 0.00% | +467 | New |
| Searle & Co. | 500 | $745.0K | 0.27% | +500 | New |
| Independent Wealth Network Inc. | 500 | $745.0K | 0.46% | +500 | New |
| Nuveen Asset Management, LLC | – | $752.0K | 0.00% | – | New |
| Greenwich Wealth Management LLC | 512 | $763.0K | 0.06% | +5+1.0% | Added |
| Fernwood Investment Management, LLC | 592 | $882.0K | 0.29% | +592 | New |
| Wedbush Securities Inc | 597 | $890.0K | 0.04% | +597 | New |
| UBS Asset Management Americas Inc | – | $894.3K | 0.00% | – | New |
| Whittier Trust Co of Nevada Inc | 605 | $901.0K | 0.03% | +605 | New |
| Lazard Asset Management LLC | 61,920 | $922.0K | 0.00% | +61,920 | New |
| Bowman & Co S.C. | 624 | $930.0K | 0.72% | +624 | New |
| WFA of San Diego, LLC | 627 | $935.0K | 0.54% | −13−2.0% | Reduced |
| Knightsbridge Asset Management, LLC | 668 | $996.0K | 0.33% | −467−41.1% | Reduced |
| Jane Street Group, LLC | 695 | $1.04M | 0.00% | +695 | New |
| Level Four Advisory Services, LLC | 696 | $1.04M | 0.08% | +696 | New |
| Ingalls & Snyder LLC | 735 | $1.10M | 0.05% | +735 | New |
| Centaurus Financial, Inc. | 739 | $1.10M | 0.08% | +739 | New |
| Chicago Partners Investment Group LLC | 835 | $1.12M | 0.08% | +835 | New |
| Kestra Advisory Services, LLC | 785 | $1.17M | 0.01% | +785 | New |
| United Capital Financial Advisers, LLC | 809 | $1.21M | 0.01% | +809 | New |
| LexAurum Advisors, LLC | 880 | $1.31M | 0.43% | +16+1.9% | Added |
| Pennsylvania Capital Management Inc | 893 | $1.33M | 0.46% | +893 | New |
| StoneX Group Inc. | 915 | $1.36M | 0.16% | +915 | New |
| Chilton Capital Management LLC | 970 | $1.45M | 0.07% | +970 | New |
| Federation des caisses Desjardins du Quebec | 1,028 | $1.53M | 0.02% | +1,028 | New |
| SEI Investments Co | 1,104 | $1.64M | 0.00% | +1,104 | New |
| Arbor Wealth Management, LLC | 1,098 | $1.64M | 0.36% | +1,098 | New |
| KEMPER Corp | 1,125 | $1.68M | 0.36% | +1,125 | New |
| Kelly Lawrence W & Associates Inc | 1,134 | $1.69M | 0.33% | −41−3.5% | Reduced |
| National Bank of Canada | 1,140 | $1.70M | 0.01% | +1,140 | New |
| Northwestern Mutual Wealth Management Co | 1,205 | $1.80M | 0.00% | +1,205 | New |
| Raymond James Financial Services Advisors, Inc. | 1,232 | $1.84M | 0.00% | +1,232 | New |
| Susquehanna International Group, LLP | 1,246 | $1.86M | 0.00% | +1,246 | New |
| Macquarie Group Ltd | 1,248 | $1.86M | 0.00% | +1,248 | New |
| Van Hulzen Asset Management, LLC | 1,284 | $1.91M | 0.21% | +1,284 | New |
| Montag A & Associates Inc | 1,290 | $1.92M | 0.09% | +1,290 | New |
| Rockefeller Capital Management L.P. | 1,293 | $1.93M | 0.01% | +1,293 | New |
| Chilton Investment Co LLC | 1,324 | $1.97M | 0.04% | +1,324 | New |
| Citizens Business Bank | 1,335 | $1.99M | 0.24% | +1,335 | New |
| US Bancorp | 1,355 | $2.02M | 0.00% | +1,355 | New |
| Income Research & Management | 1,425 | $2.12M | 0.85% | +1,425 | New |
| Founders Capital Management, LLC | 1,479 | $2.20M | 0.48% | +1,479 | New |
| Pekin Hardy Strauss, Inc. | 1,539 | $2.29M | 0.31% | +1,539 | New |
| Truist Financial Corp | 1,646 | $2.45M | 0.00% | +1,646 | New |
| Bowie Capital Management, LLC | 1,670 | $2.49M | 0.29% | +1,670 | New |
| CSM Advisors, LLC | 1,750 | $2.61M | 0.17% | 00.0% | Unchanged |
| Agf Investments Inc. | 1,875 | $2.79M | 0.02% | +1,875 | New |
| Jefferies Group LLC | 1,961 | $2.92M | 0.05% | +1,961 | New |
| Surevest, LLC | 2,074 | $3.09M | 0.73% | +2,074 | New |
| Citigroup Inc | 2,085 | $3.11M | 0.00% | +2,085 | New |
| Advisor Group Holdings, Inc. | 2,136 | $3.19M | 0.01% | +2,136 | New |
| Laffer Tengler Investments | 2,260 | $3.37M | 0.97% | −24−1.1% | Reduced |
| Bessemer Group Inc | 2,271 | $3.38M | 0.01% | +2,271 | New |
| Ssi Investment Management LLC | 2,297 | $3.42M | 0.20% | +2,297 | New |
| Envestnet Asset Management Inc | 2,413 | $3.60M | 0.00% | +2,413 | New |
| Keystone Financial Group | 2,530 | $3.77M | 0.62% | +2,530 | New |
| Rational Advisors LLC | 2,683 | $4.00M | 0.25% | +2,683 | New |
| Everett Harris & Co | 2,718 | $4.05M | 0.06% | +2,718 | New |
| Wittenberg Investment Management, Inc. | 2,844 | $4.24M | 1.54% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,000 | $4.47M | 0.03% | +3,000 | New |
| Cohen & Steers, Inc. | 3,016 | $4.50M | 0.01% | +3,016 | New |
| Russell Investments Group, Ltd. | 3,065,000 | $4.57M | 0.01% | +3,065,000 | New |
| Wells Fargo & Company | 3,079 | $4.59M | 0.00% | +3,079 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 3,133 | $4.67M | 0.34% | −80−2.5% | Reduced |
| Janney Montgomery Scott LLC | 3,159 | $4.71M | 0.02% | +3,159 | New |
| Summitry LLC | 3,274 | $4.88M | 0.29% | +3,274 | New |
| First Foundation Advisors | 3,286 | $4.90M | 0.17% | +3,286 | New |
| Goldman Sachs Group Inc | 3,545 | $5.28M | 0.00% | +3,545 | New |
| Crawford Investment Counsel Inc | 3,624 | $5.40M | 0.10% | +3,624 | New |
| Commonwealth Equity Services, LLC | 4,008 | $5.97M | 0.01% | +4,008 | New |
| Hudson Capital Management LLC | 4,242 | $6.32M | 2.29% | +4,242 | New |
| Richard C. Young & CO., LTD. | 4,717 | $7.03M | 0.89% | −64−1.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 4,835 | $7.21M | 0.02% | +4,835 | New |
| Neuberger Berman Group LLC | 5,058 | $7.54M | 0.01% | +5,058 | New |
| Norris Perne & French LLP | 5,144 | $7.67M | 0.59% | +5,144 | New |
| Conning Inc. | 5,930 | $8.84M | 0.24% | +5,930 | New |
| Penn Mutual Asset Management, LLC | 6,000 | $8.94M | 9.58% | +6,000 | New |
| JRM Investment Counsel, LLC | 6,200 | $9.24M | 3.87% | +6,200 | New |
| Stifel Financial Corp | 6,277 | $9.36M | 0.01% | +6,277 | New |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 6,417 | $9.56M | 0.11% | +6,417 | New |
| Western Asset Management Company, LLC | 6,865 | $10.2M | 0.76% | +6,865 | New |
| Pier 88 Investment Partners LLC | 7,578 | $11.3M | 2.40% | +7,578 | New |
| New York State Common Retirement Fund | 7,620 | $11.4M | 0.01% | +7,620 | New |
| Baird Financial Group, Inc. | 7,943 | $11.8M | 0.03% | +7,943 | New |
| AEGON USA Investment Management, LLC | 8,000 | $11.9M | 3.32% | +8,000 | New |
| First Manhattan Co | 8,275 | $12.3M | 0.04% | +8,275 | New |
| UBS Group AG | 8,611 | $12.8M | 0.01% | +8,611 | New |
| RB Capital Management, LLC | 8,670 | $12.9M | 4.03% | +8,670 | New |
| Calamos Advisors LLC | 9,351 | $13.9M | 0.06% | +9,351 | New |
| Voya Investment Management LLC | 10,098 | $15.1M | 0.03% | +10,098 | New |
| Oxbow Advisors, LLC | 10,481 | $15.6M | 1.50% | +224+2.2% | Added |
| Ulland Investment Advisors, LLC | 10,515 | $15.7M | 10.00% | +10,515 | New |
| Alliancebernstein L.P. | 11,223 | $16.7M | 0.01% | +11,223 | New |
| New England Asset Management Inc | 13,275 | $19.8M | 0.30% | +13,275 | New |
| Palisade Capital Management LLC | 13,437 | $20.0M | 0.41% | +13,437 | New |
| Lord, Abbett & Co. LLC | 13,560 | $20.2M | 0.05% | +13,560 | New |
| Raymond James & Associates | 14,614 | $21.8M | 0.02% | +14,614 | New |
| Galvin, Gaustad & Stein, LLC | 14,620 | $21.8M | 1.88% | +14,620 | New |
| KCM Investment Advisors LLC | 15,169 | $22.6M | 0.79% | +15,169 | New |
| Eaton Vance Management | 20,158 | $30.0M | 0.04% | +20,158 | New |
