| Federation des caisses Desjardins du Quebec | 949 | $288.7K | 0.00% | −4−0.4% | Reduced |
| Inlet Private Wealth, LLC | 947 | $288.0K | 0.07% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 942 | $287.0K | 0.10% | +113+13.6% | Added |
| Brewin Dolphin Ltd | 938 | $285.0K | 0.01% | −125−11.8% | Reduced |
| Putnam Investments LLC | 932 | $284.0K | 0.00% | −5−0.5% | Reduced |
| Mechanics Bank Trust Department | 935 | $284.0K | 0.04% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 931 | $283.0K | 0.17% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 925 | $281.0K | 0.03% | +925 | New |
| V Wealth Advisors LLC | 922 | $280.0K | 0.04% | +922 | New |
| Equitable Holdings, Inc. | 916 | $279.0K | 0.00% | −555−37.7% | Reduced |
| Hilltop Holdings Inc. | 911 | $277.0K | 0.03% | +11+1.2% | Added |
| Ironwood Investment Counsel, LLC | 909 | $276.0K | 0.06% | +1+0.1% | Added |
| Nicolet Bankshares Inc | 907 | $276.0K | 0.06% | +30+3.4% | Added |
| Diversified Trust Co | 907 | $276.0K | 0.01% | +907 | New |
| AXS Investments LLC | 907 | $276.0K | 0.07% | +907 | New |
| Schechter Investment Advisors, LLC | 907 | $276.0K | 0.02% | +907 | New |
| SFMG, LLC | 899 | $274.0K | 0.03% | +2+0.2% | Added |
| Fermata Advisors, LLC | 895 | $273.0K | 0.10% | −94−9.5% | Reduced |
| ProVise Management Group, LLC | 893 | $272.0K | 0.02% | −23−2.5% | Reduced |
| SRS Capital Advisors, Inc. | 893 | $272.0K | 0.03% | +54+6.4% | Added |
| Investment Advisory Services Inc | 888 | $270.0K | 0.15% | +92+11.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 889 | $270.0K | 0.02% | +889 | New |
| Nixon Peabody Trust Co | 887 | $270.0K | 0.08% | +887 | New |
| 55I, LLC | 886 | $270.0K | 0.01% | +886 | New |
| E&G Advisors, LP | 880 | $268.0K | 0.07% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 877 | $267.0K | 0.01% | +41+4.9% | Added |
| CPWM, LLC | 1,034 | $265.0K | 0.02% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 869 | $264.0K | 0.01% | −25−2.8% | Reduced |
| Bouvel Investment Partners, LLC | 867 | $264.0K | 0.15% | +867 | New |
| NuWave Investment Management, LLC | 866 | $263.0K | 0.30% | +121+16.2% | Added |
| Investment Partners, Ltd. | 861 | $262.0K | 0.11% | −83−8.8% | Reduced |
| BTR Capital Management Inc | 861 | $262.0K | 0.03% | 00.0% | Unchanged |
| Hancock Whitney Corp | 859 | $261.0K | 0.01% | +859 | New |
| Allen Investment Management LLC | 855 | $260.0K | 0.00% | −65−7.1% | Reduced |
| Charles Schwab Trust Co | 855 | $260.0K | 0.04% | 00.0% | Unchanged |
| Bank of Stockton | 855 | $260.0K | 0.08% | +855 | New |
| Veracity Capital LLC | 851 | $259.0K | 0.10% | −38−4.3% | Reduced |
| One + One Wealth Management, LLC | 850 | $259.0K | 0.18% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 852 | $259.0K | 0.32% | +27+3.3% | Added |
| Fulton Breakefield Broenniman LLC | 852 | $259.0K | 0.02% | +852 | New |
| Fosun International Ltd | 850 | $259.0K | 0.01% | +850 | New |
| Harbour Investments, Inc. | 848 | $258.0K | 0.02% | −1,275−60.1% | Reduced |
| Capital Advisors, Ltd. LLC | 848 | $258.0K | 0.04% | +2+0.2% | Added |
| Wealth Management Solutions, LLC | 844 | $257.0K | 0.13% | +844 | New |
| Coastal Investment Advisors, Inc. | 842 | $256.0K | 0.06% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 840 | $256.0K | 0.17% | +840 | New |
| Carson Advisory Inc. | 839 | $255.0K | 0.26% | +839 | New |
| LexAurum Advisors, LLC | 834 | $254.0K | 0.08% | −114−12.0% | Reduced |
| Chicago Trust Co NA | 828 | $252.0K | 0.05% | +828 | New |
| San Luis Wealth Advisors LLC | 825 | $251.0K | 0.26% | −54−6.1% | Reduced |
| Klingenstein Fields & Co LP | 826 | $251.0K | 0.01% | −14−1.7% | Reduced |
| Boltwood Capital Management | 825 | $251.0K | 0.09% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 824 | $251.0K | 0.13% | +824 | New |
| SNS Financial Group, LLC | 813 | $248.0K | 0.03% | −49−5.7% | Reduced |
| TFG Advisers LLC | 813 | $247.0K | 0.11% | +813 | New |
| Beirne Wealth Consulting Services, LLC | 800 | $245.0K | 0.13% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 800 | $243.0K | 0.25% | −33−4.0% | Reduced |
| Cadinha & Co LLC | 800 | $243.0K | 0.03% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 800 | $243.0K | 0.26% | 00.0% | Unchanged |
| Jacobson & Schmitt Advisors, LLC | 800 | $243.0K | 0.06% | +800 | New |
| Tandem Investment Advisors, Inc. | 798 | $243.0K | 0.02% | +798 | New |
| Orion Portfolio Solutions, LLC | 787 | $239.0K | 0.01% | −601−43.3% | Reduced |
| EPG Wealth Management LLC | 784 | $239.0K | 0.08% | +1+0.1% | Added |
| Sage Mountain Advisors LLC | 782 | $238.0K | 0.03% | −103−11.6% | Reduced |
| Country Club Trust Company, n.a. | 777 | $236.0K | 0.02% | −87−10.1% | Reduced |
| Steel Peak Wealth Management LLC | 777 | $236.0K | 0.01% | +777 | New |
| Stock Yards Bank & Trust Co | 771 | $235.0K | 0.01% | +771 | New |
| Red Cedar Investment Management, LLC | 774 | $235.0K | 0.03% | +774 | New |
| Armbruster Capital Management, Inc. | 770 | $234.0K | 0.05% | −30−3.8% | Reduced |
| Frontier Wealth Management LLC | 758 | $231.0K | 0.02% | +758 | New |
| JBJ Investment Partners, LLC | 753 | $229.0K | 0.05% | +753 | New |
| Pinnacle Wealth Planning Services, Inc. | 749 | $228.0K | 0.05% | −598−44.4% | Reduced |
| Woodmont Investment Counsel LLC | 750 | $228.0K | 0.03% | +750 | New |
| Fiera Capital Corp | 750 | $228.0K | 0.00% | +750 | New |
| LGT Fund Management Co Ltd. | 750 | $228.0K | 0.07% | +750 | New |
| Cooper/Haims Advisors, LLC | 747 | $227.0K | 0.14% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 741 | $227.0K | 0.01% | +741 | New |
| Cornercap Investment Counsel Inc | 740 | $225.0K | 0.03% | −100−11.9% | Reduced |
| EverSource Wealth Advisors, LLC | 739 | $225.0K | 0.06% | +739 | New |
| Punch & Associates Investment Management, Inc. | 737 | $224.0K | 0.01% | −320−30.3% | Reduced |
| Investors Financial Group, LLC | 737 | $224.0K | 0.10% | +737 | New |
| Peoples Bank | 733 | $223.0K | 0.11% | +733 | New |
| Hanson & Doremus Investment Management | 728 | $222.0K | 0.05% | +13+1.8% | Added |
| Alpha Paradigm Partners, LLC | 727 | $221.0K | 0.09% | −1,444−66.5% | Reduced |
| Monticello Wealth Management, LLC | 727 | $221.0K | 0.02% | +727 | New |
| Pointe Capital Management LLC | 722 | $220.0K | 0.14% | +722 | New |
| Measured Wealth Private Client Group, LLC | 724 | $220.0K | 0.08% | +724 | New |
| Summit Financial, LLC | 707 | $216.2K | 0.02% | +707 | New |
| Riverwater Partners LLC | 710 | $216.0K | 0.19% | +710 | New |
| Itau Unibanco Holding S.A. | 706 | $215.0K | 0.01% | +302+74.8% | Added |
| Integrated Investment Consultants, LLC | 704 | $214.0K | 0.06% | −531−43.0% | Reduced |
| Proficio Capital Partners LLC | 704 | $214.0K | 0.03% | +704 | New |
| Claro Advisors LLC | 702 | $214.0K | 0.08% | +702 | New |
| Cedar Brook Financial Partners, LLC | 702 | $214.0K | 0.05% | +702 | New |
| Almanack Investment Partners, LLC. | 694 | $212.0K | 0.02% | +694 | New |
| NEXT Financial Group, Inc | 693 | $211.0K | 0.01% | +310+80.9% | Added |
| Prelude Capital Management, LLC | 695 | $211.0K | 0.01% | +695 | New |
| Piscataqua Savings Bank | 688 | $210.0K | 0.17% | 00.0% | Unchanged |
| Geller Advisors LLC | 684 | $209.0K | 0.04% | +684 | New |
| Institute for Wealth Management, LLC. | 688 | $209.0K | 0.03% | +688 | New |
