| Deseret Mutual Benefit Administrators | 9 | $0 | 0.00% | −248−96.5% | Reduced |
| Clearview Wealth Advisors LLC | 4 | $0 | 0.00% | −29−87.9% | Reduced |
| GW&K Investment Management, LLC | 4 | $0 | 0.00% | −9−69.2% | Reduced |
| Manchester Capital Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 8 | $0 | 0.00% | +3+60.0% | Added |
| TFC Financial Management | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 1 | $0 | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 9 | $0 | 0.00% | +9 | New |
| Truvestments Capital LLC | 5 | $0 | 0.00% | +5 | New |
| Steward Financial Group LLC | 12 | $0 | 0.00% | +12 | New |
| Morton Brown Family Wealth, LLC | 9 | $0 | 0.00% | +9 | New |
| Atlas Capital Advisors LLC | 2 | $98 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $99 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 8 | $392 | 0.00% | +8 | New |
| Motco | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 22 | $1.00K | 0.00% | −16−42.1% | Reduced |
| Albion Financial Group | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 25 | $1.00K | 0.00% | +11+78.6% | Added |
| MV Capital Management, Inc. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 22 | $1.00K | 0.00% | +22 | New |
| Investors Research Corp | 25 | $1.00K | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 21 | $1.03K | 0.00% | −5−19.2% | Reduced |
| Sutton Wealth Advisors Inc. | 31 | $1.52K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 50 | $2.00K | 0.00% | −666−93.0% | Reduced |
| Alaska Permanent Fund Corp | 36 | $2.00K | 0.00% | −49−57.6% | Reduced |
| Dividend Assets Capital, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 46 | $2.00K | 0.00% | −5−9.8% | Reduced |
| Farmers & Merchants Investments Inc | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 39 | $2.00K | 0.00% | −5−11.4% | Reduced |
| Brown Brothers Harriman & Co | 43 | $2.00K | 0.00% | +25+138.9% | Added |
| ACG Wealth | 32 | $2.00K | 0.00% | +32 | New |
| Loomis Sayles & Co L P | 55 | $3.00K | 0.00% | −32−36.8% | Reduced |
| Rise Advisors, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 54 | $3.00K | 0.00% | +47+671.4% | Added |
| Howe & Rusling Inc | 85 | $4.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 87 | $4.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 87 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 91 | $4.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 72 | $4.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 73 | $4.00K | 0.00% | +73 | New |
| Better Money Decisions, LLC | 81 | $4.00K | 0.00% | +81 | New |
| Anchor Investment Management, LLC | 84 | $4.12K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 87 | $4.26K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 104 | $5.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 106 | $5.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 103 | $5.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 99 | $5.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 101 | $5.00K | 0.00% | +101 | New |
| First Command Financial Services, Inc. | 101 | $5.00K | 0.00% | +101 | New |
| Prospera Financial Services Inc | 114 | $6.00K | 0.00% | −201−63.8% | Reduced |
| Larson Financial Group LLC | 122 | $6.00K | 0.00% | −102−45.5% | Reduced |
| First Financial Corp | 117 | $6.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 115 | $6.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 117 | $6.00K | 0.00% | +117 | New |
| Heritage Wealth Advisors | 150 | $7.00K | 0.00% | −87−36.7% | Reduced |
| Parkside Financial Bank & Trust | 136 | $7.00K | 0.00% | −6−4.2% | Reduced |
| Mascoma Wealth Management LLC | 147 | $7.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 137 | $7.00K | 0.00% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 133 | $7.00K | 0.01% | +133 | New |
| Lee Financial Co | 165 | $8.00K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 161 | $8.00K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 162 | $8.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 169 | $8.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 160 | $8.00K | 0.00% | +63+64.9% | Added |
| Umb Bank N A | 184 | $9.00K | 0.00% | −105−36.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 190 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 181 | $9.00K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 174 | $9.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 192 | $9.00K | 0.00% | +192 | New |
| Bell Investment Advisors, Inc | 185 | $9.00K | 0.00% | +185 | New |
| Proequities, Inc. | 200 | $10.0K | 0.00% | −30−13.0% | Reduced |
| WFA Asset Management Corp | 208 | $10.2K | 0.01% | +2+1.0% | Added |
| Allworth Financial LP | 230 | $11.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 236 | $11.0K | 0.00% | +3+1.3% | Added |
| Bessemer Group Inc | 240 | $11.0K | 0.00% | +41+20.6% | Added |