| NORTHEAST INVESTMENT MANAGEMENT | 694.7K | $55.9M | $4.52M | Added$3.64M |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 348.9K | $27.5M | $1.38M | Cut−$1.27M |
| O'Brien Greene & Co. Inc | 83.4K | $6.72M | — | New |
| Front Row Advisors LLC | 78.3K | $6.4M | $603.4K | Added$603.4K |
| RHUMBLINE ADVISERS | 56.1K | $4.52M | $357.8K | Added$451.5K |
| Royal Palms Capital LLC | 42.3K | $3.41M | $275.5K | Cut−$92.9K |
| GREAT LAKES ADVISORS, LLC | 39.3K | $3.16M | $255.7K | Added$98.8K |
| L & S Advisors Inc | 30.4K | $2.44M | $197.8K | Cut−$899.1K |
| Henry James International Management Inc. | 29.5K | $2.32M | $116.7K | Added$117.1K |
| PNC Financial Services Group, Inc. | 26K | $2.1M | $169.6K | Added$84.1K |
| Cohen Klingenstein LLC | 25K | $2.01M | $162.8K | Added$162.8K |
| Ativo Capital Management LLC | 22.6K | $1.82M | $147.4K | Added$147K |
| Horrell Capital Management, Inc. | 22.3K | $1.8M | $145.4K | Cut−$2.01K |
| YOUSIF CAPITAL MANAGEMENT, LLC | 22.1K | $1.74M | $78.3K | Added$78.3K |
| GAMMA Investing LLC | 9.49K | $763.8K | $53.9K | Added$151.2K |
| Calydon Capital | 8.48K | $682.9K | $55.2K | Added$55.2K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 7.22K | $589.2K | $55K | Added$55K |
| Firsthand Capital Management, Inc. | 7K | $563.4K | $45.6K | Added$45.6K |
| DIVERSIFIED TRUST CO | 6.28K | $494.1K | $24.8K | Added$17.3K |
| Stanley-Laman Group, Ltd. | 6.12K | $492.3K | $39.8K | Added$39.8K |
| CHICAGO TRUST Co NA | 6.08K | $478.8K | $24K | Added$17.2K |
| Williams Jones Wealth Management, LLC. | 5.75K | $463K | $36.6K | Added$47.6K |
| BENEDICT FINANCIAL ADVISORS INC | 5.69K | $458K | $37.1K | Added$18.3K |
| KELLEHER FINANCIAL ADVISORS | 7.16K | $427.4K | −$102.4K | Cut−$102.4K |
| Collaborative Fund Advisors, LLC | 5.21K | $419.5K | — | Held |
| Tradewinds, LLC. | 3.24K | $327.4K | $87.6K | Added$87.6K |
| COZAD ASSET MANAGEMENT INC | 3.76K | $302.6K | $24.5K | Cut−$7.48K |
| WASHINGTON TRUST Co | 3.3K | $259.7K | $13K | Added$13K |
| MOODY LYNN & LIEBERSON, LLC | 3.23K | $259.7K | $20.4K | Added$27.4K |
| Enterprise Financial Services Corp | 3.09K | $248.8K | $19.6K | Added$25.8K |
| Strive Financial Group ,LLC | 3.01K | $242K | — | New |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 2.68K | $215.5K | $17.4K | Added$9.3K |
| HUNTINGTON NATIONAL BANK | 2.67K | $215K | $17.4K | Cut−$92.9K |
| BAHL & GAYNOR INC | 2.71K | $212.9K | $10.7K | Added$10.7K |
| Fulton Bank, N.A. | 2.68K | $210.6K | — | New |
| ATLAS CAPITAL ADVISORS INC. | 1.52K | $122.7K | $9.93K | Added$9.93K |
| First Command Advisory Services, Inc. | 1.22K | $99.1K | — | New |
| Salomon & Ludwin, LLC | 1.14K | $93.9K | $8.1K | Added$2.91K |
| Westside Investment Management, Inc. | 1.12K | $92.4K | $9.35K | Added$9.35K |
| Ancora Advisors LLC | 896 | $72.1K | $5.83K | Cut−$8.96K |
| Main Street Group, LTD | 711 | $57.2K | — | New |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 622 | $49K | $2.46K | Added$2.46K |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 325 | $26.2K | $2.12K | Added$2.12K |
| Strengthening Families & Communities, LLC | 226 | $17.8K | — | New |
| NBC SECURITIES, INC. | 106 | $8.34K | $419 | Cut−$852 |
| IMA Advisory Services, Inc. | 72 | $5.88K | $557 | Added$557 |
| Lester Murray Antman dba SimplyRich | 18.1K | $1.45K | — | New |
| BOSTON FAMILY OFFICE LLC | 10.4K | $841 | $68 | Added$68 |
| RICHARDSON FINANCIAL SERVICES INC. | 8 | $644 | −$82.7M | Cut−$144.7M |