| Deseret Mutual Benefit Administrators | 932 | $109.6K | 0.04% | +455+95.4% | Added |
| Bay Harbor Wealth Management, LLC | 858 | $101.1K | 0.03% | −21−2.4% | Reduced |
| Raiffeisen Bank International AG | 851 | $96.8K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 817 | $96.1K | 0.01% | +15+1.9% | Added |
| Adirondack Trust Co | 815 | $95.9K | 0.03% | 00.0% | Unchanged |
| CNB Bank | 813 | $95.6K | 0.04% | −55−6.3% | Reduced |
| CVA Family Office, LLC | 799 | $94.0K | 0.01% | +164+25.8% | Added |
| Private Trust Co NA | 747 | $87.9K | 0.01% | −6−0.8% | Reduced |
| LRI Investments, LLC | 730 | $85.9K | 0.01% | +509+230.3% | Added |
| REAP Financial Group, LLC | 724 | $85.1K | 0.02% | −142−16.4% | Reduced |
| General Partner, Inc. | 718 | $84.4K | 0.05% | 00.0% | Unchanged |
| Rothschild Investment LLC | 706 | $83.0K | 0.00% | +112+18.9% | Added |
| Harvest Fund Management Co., Ltd | 687 | $81.0K | 0.00% | −2,310−77.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 656 | $77.2K | 0.00% | +656 | New |
| Measured Wealth Private Client Group, LLC | 653 | $76.8K | 0.02% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 638 | $75.0K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 651 | $75.0K | 0.00% | +62+10.5% | Added |
| Johnson Financial Group, Inc. | 635 | $74.8K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 630 | $74.1K | 0.00% | +43+7.3% | Added |
| Keating Financial Advisory Services, Inc. | 614 | $72.2K | 0.01% | −598−49.3% | Reduced |
| Cornerstone Planning Group LLC | 591 | $69.7K | 0.01% | +35+6.3% | Added |
| Cromwell Holdings LLC | 584 | $68.8K | 0.04% | +4+0.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 563 | $66.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 563 | $66.0K | 0.05% | −251−30.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 551 | $64.9K | 0.01% | +5+0.9% | Added |
| Clear Street Markets LLC | 541 | $63.6K | 0.03% | +251+86.6% | Added |
| Onefund, LLC | 534 | $62.6K | 0.04% | −69−11.4% | Reduced |
| Root Financial Partners, LLC | 516 | $60.7K | 0.00% | +39+8.2% | Added |
| AdvisorNet Financial, Inc | 507 | $59.6K | 0.00% | +3+0.6% | Added |
| Plante Moran Financial Advisors, LLC | 500 | $58.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 468 | $55.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 465 | $54.7K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 453 | $53.2K | 0.03% | −7−1.5% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 444 | $52.2K | 0.02% | +444 | New |
| Massmutual Trust Co FSB | 431 | $50.7K | 0.00% | −854−66.5% | Reduced |
| Longview Financial Advisors LLC | 426 | $50.1K | 0.03% | 00.0% | Unchanged |
| Sfam, LLC | 400 | $47.0K | 0.04% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 399 | $47.0K | 0.02% | +41+11.5% | Added |
| Salem Investment Counselors Inc | 395 | $46.6K | 0.00% | +395 | New |
| Spire Wealth Management | 394 | $46.3K | 0.00% | +354+885.0% | Added |
| Vanguard National Trust Co | 385 | $45.3K | 0.00% | +385 | New |
| Intentional Wealth Strategies, LLC | 370 | $43.5K | 0.04% | +370 | New |
| Gill Capital Partners, LLC | 363 | $42.7K | 0.01% | +363 | New |
| Park Place Capital Corp | 358 | $42.1K | 0.01% | −36−9.1% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 342 | $40.2K | 0.01% | +342 | New |
| Beacon Financial Strategies CORP | 340 | $40.0K | 0.02% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 338 | $39.8K | 0.02% | −51−13.1% | Reduced |
| DT Investment Partners, LLC | 334 | $39.3K | 0.00% | 00.0% | Unchanged |
| Rexford Capital Inc | 330 | $38.8K | 0.03% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 321 | $37.8K | 0.04% | +1+0.3% | Added |
| Rossby Financial, LCC | 317 | $37.1K | 0.01% | +243+328.4% | Added |
| Evelyn Partners Investment Management Services Ltd | 313 | $36.8K | 0.00% | +313 | New |
| True Wealth Design, LLC | 302 | $35.5K | 0.01% | −34−10.1% | Reduced |
| Atlantic Union Bankshares Corp | 300 | $35.3K | 0.00% | +300 | New |
| Whittier Trust Co | 280 | $33.6K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 284 | $33.4K | 0.00% | −200−41.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 275 | $32.3K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 274 | $32.2K | 0.00% | +168+158.5% | Added |
| Private Wealth Management Group, LLC | 271 | $31.9K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 269 | $31.6K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 266 | $31.3K | 0.00% | +9+3.5% | Added |
| Rachor Investment Advisory Services, LLC | 266 | $31.3K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 257 | $30.1K | 0.00% | −5,260−95.3% | Reduced |
| Financial Perspectives, Inc | 250 | $29.4K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 250 | $29.4K | 0.00% | +250 | New |
| United Financial Planning Group LLC | 249 | $29.3K | 0.02% | +81+48.2% | Added |
| Fortitude Family Office, LLC | 247 | $29.1K | 0.01% | +74+42.8% | Added |
| Security National Bank | 243 | $28.6K | 0.00% | −74−23.3% | Reduced |
| Wellington Grp LLC | 238 | $28.0K | 0.01% | −61−20.4% | Reduced |
| Country Trust Bank | 230 | $27.1K | 0.00% | +43+23.0% | Added |
| Owl Creek Wealth Partners LLC | 226 | $26.6K | 0.01% | +226 | New |
| Hager Investment Management Services, LLC | 225 | $26.5K | 0.01% | −262−53.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 210 | $24.7K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 210 | $24.7K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 210 | $24.7K | 0.00% | +198+1,650.0% | Added |
| Caitlin John, LLC | 205 | $24.1K | 0.01% | −6−2.8% | Reduced |
| Costello Asset Management, INC | 200 | $23.5K | 0.01% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 193 | $22.7K | 0.00% | −4,839−96.2% | Reduced |
| Bell Investment Advisors, Inc | 186 | $21.9K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 176 | $20.7K | 0.00% | +176 | New |
| New Age Alpha Advisors, LLC | 175 | $20.6K | 0.00% | −9,969−98.3% | Reduced |
| WPG Advisers, LLC | 173 | $20.3K | 0.01% | +4+2.4% | Added |
| First Command Advisory Services, Inc. | 170 | $20.0K | 0.00% | +131+335.9% | Added |
| Darwin Advisors, LLC | 162 | $19.1K | 0.01% | −44−21.4% | Reduced |
| UMA Financial Services, Inc. | 161 | $18.9K | 0.00% | +93+136.8% | Added |
| Creative Financial Designs Inc | 158 | $18.6K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 154 | $18.1K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 150 | $17.7K | 0.00% | +100+200.0% | Added |
| Addison Advisors LLC | 150 | $17.6K | 0.00% | −8−5.1% | Reduced |
| Byrne Asset Management LLC | 150 | $17.6K | 0.01% | 00.0% | Unchanged |
| Torren Management, LLC | 149 | $17.5K | 0.01% | −1,718−92.0% | Reduced |
| Zions Bancorporation, National Association | 148 | $17.4K | 0.00% | +28+23.3% | Added |
| TSFG, LLC | 146 | $17.0K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 143 | $16.9K | 0.01% | +4+2.9% | Added |
| Whipplewood Advisors, LLC | 142 | $16.7K | 0.01% | +142 | New |
| Salomon & Ludwin, LLC | 142 | $16.7K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 140 | $16.5K | 0.01% | +140 | New |
| Arlington Trust Co LLC | 139 | $16.3K | 0.00% | +47+51.1% | Added |
| GW&K Investment Management, LLC | 135 | $16.0K | 0.00% | +9+7.1% | Added |
| Farmers & Merchants Investments Inc | 132 | $15.5K | 0.00% | −8−5.7% | Reduced |
