| Golden State Wealth Management, LLC | 600 | $29.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 584 | $28.3K | 0.01% | +272+87.2% | Added |
| Main Street Group, LTD | 568 | $27.5K | 0.01% | +568 | New |
| Adkins Seale Capital Management LLC | 546 | $26.4K | 0.03% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 509 | $24.6K | 0.00% | −88−14.7% | Reduced |
| Intesa Sanpaolo Wealth Management | 500 | $24.2K | 0.01% | +500 | New |
| Parkside Financial Bank & Trust | 474 | $22.9K | 0.00% | +326+220.3% | Added |
| High Note Wealth, LLC | 417 | $20.2K | 0.00% | +109+35.4% | Added |
| Retirement Wealth Solutions LLC | 404 | $19.5K | 0.01% | −591−59.4% | Reduced |
| Capital Advisors, Ltd. LLC | 399 | $19.0K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 365 | $17.7K | 0.01% | +365 | New |
| CX Institutional | 333 | $16.0K | 0.00% | +309+1,287.5% | Added |
| TSFG, LLC | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 297 | $14.4K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 289 | $14.0K | 0.00% | +16+5.9% | Added |
| EFG International AG | 280 | $13.5K | 0.00% | +280 | New |
| Bell Investment Advisors, Inc | 276 | $13.4K | 0.00% | +106+62.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 276 | $13.4K | 0.00% | +276 | New |
| Brown Brothers Harriman & Co | 275 | $13.3K | 0.00% | −44−13.8% | Reduced |
| Financial Consulate, Inc | 273 | $13.2K | 0.00% | +12+4.6% | Added |
| NBT Bank N A | 266 | $12.9K | 0.00% | +207+350.8% | Added |
| Raiffeisen Bank International AG | 262 | $12.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 250 | $12.1K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 244 | $11.8K | 0.00% | +2+0.8% | Added |
| Farmers & Merchants Investments Inc | 230 | $11.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 207 | $10.0K | 0.00% | +115+125.0% | Added |
| Covestor Ltd | 212 | $10.0K | 0.01% | −1,231−85.3% | Reduced |
| AdvisorNet Financial, Inc | 203 | $9.82K | 0.00% | +4+2.0% | Added |
| Align Financial, LLC | 202 | $9.78K | 0.01% | −11,738−98.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 200 | $9.68K | 0.00% | −2,010−91.0% | Reduced |
| Bruce G. Allen Investments, LLC | 199 | $9.63K | 0.01% | +79+65.8% | Added |
| Global X Japan Co., Ltd. | 198 | $9.58K | 0.00% | +198 | New |
| JFS Wealth Advisors, LLC | 180 | $8.71K | 0.00% | −10−5.3% | Reduced |
| SJS Investment Consulting Inc. | 158 | $7.65K | 0.00% | +105+198.1% | Added |
| Colonial Trust Co | 144 | $6.97K | 0.00% | −3−2.0% | Reduced |
| Hilton Head Capital Partners, LLC | 138 | $6.68K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 134 | $6.48K | 0.00% | −116−46.4% | Reduced |
| Zions Bancorporation, National Association | 134 | $6.48K | 0.00% | +123+1,118.2% | Added |
| Rossby Financial, LCC | 135 | $6.40K | 0.00% | +96+246.2% | Added |
| Transamerica Financial Advisors, Inc. | 122 | $5.91K | 0.00% | +70+134.6% | Added |
| First Horizon Corp | 122 | $5.90K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 118 | $5.71K | 0.00% | −50−29.8% | Reduced |
| Avion Wealth | 120 | $5.00K | 0.00% | +41+51.9% | Added |
| Teachers Insurance & Annuity Association of America | 101 | $4.89K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $4.84K | 0.00% | −100−50.0% | Reduced |
| Clark Wealth Partners | 98 | $4.74K | 0.00% | −32−24.6% | Reduced |
| S&T Bank | 94 | $4.55K | 0.00% | −536−85.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 71 | $3.42K | 0.00% | +16+29.1% | Added |
| Brown, Lisle/Cummings, Inc. | 69 | $3.34K | 0.00% | +69 | New |
| Tidemark, LLC | 59 | $2.85K | 0.00% | +59 | New |
| Key Capital Management, INC | 58 | $2.81K | 0.00% | +58 | New |
| Signature Resources Capital Management, LLC | 57 | $2.76K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 54 | $2.61K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 54 | $2.61K | 0.00% | +54 | New |
| Cromwell Holdings LLC | 53 | $2.56K | 0.00% | +35+194.4% | Added |
| Versant Capital Management, Inc | 51 | $2.47K | 0.00% | +20+64.5% | Added |
| South State Corp. | 50 | $2.42K | 0.00% | −47−48.5% | Reduced |
| Colonial Trust Advisors | 50 | $2.42K | 0.00% | +50 | New |
| Principia Wealth Advisory, LLC | 49 | $2.37K | 0.00% | +9+22.5% | Added |
| SHP Wealth Management | 48 | $2.32K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 48 | $2.32K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 48 | $2.32K | 0.00% | +48 | New |
| DiNuzzo Private Wealth, Inc. | 46 | $2.23K | 0.00% | −1−2.1% | Reduced |
| JPL Wealth Management, LLC | 45 | $2.18K | 0.00% | +45 | New |
| Stone House Investment Management, LLC | 41 | $1.98K | 0.00% | +41 | New |
| True Wealth Design, LLC | 40 | $1.94K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 35 | $1.69K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 35 | $1.69K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 33 | $1.60K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 30 | $1.45K | 0.00% | +2+7.1% | Added |
| WPG Advisers, LLC | 29 | $1.40K | 0.00% | −6−17.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 29 | $1.40K | 0.00% | +4+16.0% | Added |
| Rialto Wealth Management, LLC | 27 | $1.31K | 0.00% | +2+8.0% | Added |
| Signature Equity Partners, LLC | 25 | $1.23K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 24 | $1.16K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 23 | $1.15K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 21 | $1.03K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 16 | $774 | 0.00% | −2−11.1% | Reduced |
| Cornerstone Financial Management LLC | 14 | $677 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 13 | $629 | 0.00% | −2−13.3% | Reduced |
| Sunrise Financial Services, LLC | 13 | $629 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 13 | $610 | 0.00% | −214−94.3% | Reduced |
| Creative Financial Designs Inc | 10 | $484 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 10 | $484 | 0.00% | +3+42.9% | Added |
| Bernard Wealth Management Corp. | 500 | $475 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 9 | $436 | 0.00% | −3−25.0% | Reduced |
| TopTier Wealth Management, LLC | 9 | $436 | 0.00% | +9 | New |
| Investors Portfolio Services LLC | 7 | $343 | 0.00% | +7 | New |
| Financial Management Professionals, Inc. | 7 | $339 | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 7 | $339 | 0.00% | +7 | New |
| Seneschal Advisors, LLC | 6 | $291 | 0.00% | −2−25.0% | Reduced |
| Vermillion Wealth Management, Inc. | 6 | $290 | 0.00% | +6 | New |
| Dunhill Financial, LLC | 5 | $276 | 0.00% | −1−16.7% | Reduced |
| MV Capital Management, Inc. | 4 | $194 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $146 | 0.00% | +3 | New |
| CoreCap Advisors, LLC | 3 | $145 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 121 | $115 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $97 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $97 | 0.00% | +2 | New |
| 3 Factor Indexing, LLC | 2 | $97 | 0.00% | +2 | New |
