| Deseret Mutual Benefit Administrators | 1,238 | $59.0K | 0.01% | −602−32.7% | Reduced |
| Bogart Wealth, LLC | 1,209 | $58.0K | 0.01% | +158+15.0% | Added |
| Accel Wealth Management | 1,200 | $57.0K | 0.04% | −94−7.3% | Reduced |
| Wolverine Asset Management LLC | 1,148 | $54.0K | 0.00% | −5,029−81.4% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,137 | $54.0K | 0.01% | +1,137 | New |
| Montag A & Associates Inc | 1,100 | $52.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,061 | $50.0K | 0.00% | −3,283−75.6% | Reduced |
| Sutton Wealth Advisors Inc. | 1,032 | $49.1K | 0.02% | −21−2.0% | Reduced |
| Tobam | 1,038 | $49.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,020 | $49.0K | 0.02% | +1,020 | New |
| Hexagon Capital Partners LLC | 1,000 | $48.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 968 | $46.0K | 0.01% | −2,000−67.4% | Reduced |
| Harvest Fund Management Co., Ltd | 949 | $45.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 951 | $45.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 917 | $44.0K | 0.01% | −6−0.7% | Reduced |
| Bedel Financial Consulting, Inc. | 920 | $44.0K | 0.02% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 1,229 | $43.0K | 0.05% | +1,229 | New |
| O'Shaughnessy Asset Management, LLC | 893 | $42.0K | 0.00% | +549+159.6% | Added |
| Glassman Wealth Services | 862 | $41.0K | 0.01% | −8−0.9% | Reduced |
| Brewin Dolphin Ltd | 800 | $38.1K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 790 | $37.0K | 0.01% | +200+33.9% | Added |
| Koshinski Asset Management, Inc. | 774 | $36.8K | 0.00% | +774 | New |
| TD Private Client Wealth LLC | 732 | $34.8K | 0.00% | +288+64.9% | Added |
| D'Orazio & Associates, Inc. | 700 | $33.0K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 660 | $31.0K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 650 | $31.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 650 | $31.0K | 0.00% | +100+18.2% | Added |
| Strategic Asset Management, LLC | 600 | $30.0K | 0.04% | +600 | New |
| Crewe Advisors LLC | 602 | $29.0K | 0.01% | +8+1.3% | Added |
| Rosenberg Matthew Hamilton | 594 | $28.0K | 0.01% | −34−5.4% | Reduced |
| Parkside Financial Bank & Trust | 581 | $27.0K | 0.01% | −70−10.8% | Reduced |
| Tucker Asset Management LLC | 582 | $26.9K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 547 | $26.0K | 0.00% | −372−40.5% | Reduced |
| TCI Wealth Advisors, Inc. | 546 | $26.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 556 | $26.0K | 0.00% | +6+1.1% | Added |
| Atwood & Palmer Inc | 550 | $26.0K | 0.00% | +550 | New |
| Blume Capital Management, Inc. | 530 | $25.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 500 | $24.0K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 500 | $24.0K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 478 | $23.0K | 0.01% | −208−30.3% | Reduced |
| Elkhorn Partners Limited Partnership | 480 | $23.0K | 0.01% | +480 | New |
| Arkadios Wealth Advisors | 467 | $22.0K | 0.00% | −18−3.7% | Reduced |
| Toth Financial Advisory Corp | 440 | $21.0K | 0.00% | −80−15.4% | Reduced |
| Smithfield Trust Co | 450 | $21.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 447 | $21.0K | 0.01% | +447 | New |
| Capital Analysts, LLC | 415 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ade, LLC | 430 | $20.0K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 400 | $19.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 394 | $19.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 391 | $19.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 380 | $18.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 375 | $17.8K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 360 | $17.0K | 0.01% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 350 | $17.0K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 330 | $17.0K | 0.01% | +330 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 339 | $16.0K | 0.00% | +339 | New |
| First Manhattan Co | 330 | $15.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 316 | $15.0K | 0.00% | +216+216.0% | Added |
| Sargent Bickham Lagudis LLC | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 300 | $14.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 300 | $14.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 301 | $14.0K | 0.00% | +50+19.9% | Added |
| Front Row Advisors LLC | 300 | $14.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 306 | $14.0K | 0.00% | +115+60.2% | Added |
| Herold Advisors, Inc. | 300 | $14.0K | 0.01% | +300 | New |
| Capital Advisors, Ltd. LLC | 250 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 259 | $12.0K | 0.00% | +259 | New |
| Ancora Advisors, LLC | 227 | $11.0K | 0.00% | −200−46.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 225 | $11.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 225 | $11.0K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 225 | $11.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 229 | $11.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 222 | $11.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 233 | $11.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $10.0K | 0.01% | −200−50.0% | Reduced |
| Cordasco Financial Network | 203 | $10.0K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 200 | $10.0K | 0.01% | +200 | New |
| AdvisorNet Financial, Inc | 182 | $9.00K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 190 | $9.00K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 181 | $9.00K | 0.00% | +50+38.2% | Added |
| Hanson & Doremus Investment Management | 183 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 181 | $9.00K | 0.00% | +181 | New |
| Resolute Partners Group | 196 | $9.00K | 0.00% | +196 | New |
| Aua Capital Management, LLC | 175 | $8.00K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 173 | $8.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 160 | $8.00K | 0.00% | +20+14.3% | Added |
| Harbor Investment Advisory, LLC | 144 | $7.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 139 | $7.00K | 0.01% | 00.0% | Unchanged |
| Eaton Vance Management | 5,215 | $6.00K | 0.00% | −1,499−22.3% | Reduced |
| SRS Capital Advisors, Inc. | 122 | $6.00K | 0.00% | −98−44.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 128 | $6.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 120 | $6.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 118 | $6.00K | 0.00% | +68+136.0% | Added |
| Coastal Capital Group, Inc. | 113 | $5.00K | 0.00% | −100−46.9% | Reduced |
| Salem Investment Counselors Inc | 114 | $5.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 113 | $5.00K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 104 | $5.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |