| Deseret Mutual Benefit Administrators | 61 | $43.0K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 61 | $43.0K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 60 | $42.3K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 60 | $42.3K | 0.02% | +60 | New |
| HHM Wealth Advisors, LLC | 59 | $41.6K | 0.01% | +2+3.5% | Added |
| TCTC Holdings, LLC | 59 | $41.6K | 0.00% | +59 | New |
| Promus Capital, LLC | 58 | $40.9K | 0.03% | +58 | New |
| FWL Investment Management, LLC | 56 | $39.4K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 52 | $36.6K | 0.00% | +2+4.0% | Added |
| Ofi Invest Asset Management | 53 | $36.1K | 0.00% | +53 | New |
| HM Payson & Co | 50 | $35.2K | 0.00% | −1−2.0% | Reduced |
| Kestra Investment Management, LLC | 48 | $33.8K | 0.00% | +48 | New |
| Davis Capital Management | 48 | $33.8K | 0.03% | 00.0% | Unchanged |
| Clark Wealth Partners | 48 | $33.8K | 0.03% | +48 | New |
| Hexagon Capital Partners LLC | 47 | $33.1K | 0.01% | +29+161.1% | Added |
| Hanson & Doremus Investment Management | 47 | $33.0K | 0.01% | +47 | New |
| Resources Management Corp | 46 | $32.0K | 0.00% | −4−8.0% | Reduced |
| Riverview Trust Co | 44 | $31.0K | 0.03% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 42 | $29.6K | 0.00% | +36+600.0% | Added |
| Fourth Dimension Wealth, LLC | 0 | $29.6K | 0.02% | 0 | New |
| Meeder Asset Management Inc | 41 | $28.9K | 0.00% | +29+241.7% | Added |
| Rise Advisors, LLC | 40 | $28.4K | 0.01% | +1+2.6% | Added |
| Laurel Wealth Advisors LLC | 40 | $28.2K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $28.2K | 0.02% | – | – |
| Foster Dykema Cabot & Partners, LLC | 39 | $27.5K | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 39 | $27.5K | 0.01% | +35+875.0% | Added |
| Murphy & Mullick Capital Management Corp | 39 | $27.5K | 0.03% | +39 | New |
| Your Advocates Ltd., LLP | 37 | $26.1K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 37 | $26.1K | 0.01% | +37 | New |
| Rialto Wealth Management, LLC | 36 | $25.4K | 0.01% | +36 | New |
| Proequities, Inc. | 32 | $25.0K | 0.00% | +22+220.0% | Added |
| Evergreen Private Wealth LLC | 35 | $24.7K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 34 | $24.0K | 0.01% | 00.0% | Unchanged |
| Banque Transatlantique SA | 34 | $23.8K | 0.00% | +34 | New |
| Aventura Private Wealth, LLC | 33 | $23.2K | 0.01% | +33 | New |
| GW&K Investment Management, LLC | 33 | $23.0K | 0.00% | +1+3.1% | Added |
| Bell Investment Advisors, Inc | 32 | $22.5K | 0.00% | −2−5.9% | Reduced |
| Quest 10 Wealth Builders, Inc. | 32 | $22.5K | 0.02% | +32 | New |
| Chesapeake Asset Management LLC | 31 | $22.4K | 0.02% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 30 | $21.2K | 0.02% | +30 | New |
| Bruce G. Allen Investments, LLC | 30 | $21.1K | 0.02% | −2−6.3% | Reduced |
| Byrne Asset Management LLC | 29 | $20.4K | 0.01% | −25−46.3% | Reduced |
| Rocky Mountain Advisers, LLC | 29 | $20.4K | 0.01% | +29 | New |
| Canton Hathaway, LLC | 29 | $20.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 29 | $20.0K | 0.00% | +6+26.1% | Added |
| MV Capital Management, Inc. | 28 | $19.7K | 0.00% | −3−9.7% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 26 | $18.3K | 0.00% | +26 | New |
| PFS Partners, LLC | 25 | $17.6K | 0.01% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 25 | $17.6K | 0.00% | +25 | New |
| Cherry Tree Wealth Management, LLC | 24 | $17.2K | 0.00% | +3+14.3% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 24 | $16.9K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 24 | $16.9K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 24 | $16.9K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 24 | $16.9K | 0.00% | +5+26.3% | Added |
| Centricity Wealth Management, LLC | 24 | $16.9K | 0.02% | +24 | New |
| Hurley Capital, LLC | 24 | $16.4K | 0.01% | +24 | New |
| Transce3nd, LLC | 22 | $15.5K | 0.01% | +22 | New |
| Trust Co of Vermont | 21 | $14.8K | 0.00% | −40−65.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 21 | $14.8K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $14.1K | 0.00% | −2−9.1% | Reduced |
| Dunhill Financial, LLC | 19 | $13.6K | 0.01% | +4+26.7% | Added |
| TSFG, LLC | 18 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 18 | $12.7K | 0.00% | +13+260.0% | Added |
| Continuum Advisory, LLC | 18 | $12.7K | 0.00% | +1+5.9% | Added |
| Contravisory Investment Management, Inc. | 16 | $11.3K | 0.00% | +16 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $9.86K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 14 | $9.86K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 13 | $9.16K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 13 | $9.02K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 12 | $8.47K | 0.01% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 12 | $8.46K | 0.00% | +12 | New |
| South State Corp. | 12 | $8.45K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 12 | $8.45K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $8.45K | 0.00% | +6+100.0% | Added |
| Millstone Evans Group, LLC | 12 | $8.45K | 0.01% | +12 | New |
| SJS Investment Consulting Inc. | 11 | $7.75K | 0.00% | −6−35.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 11 | $7.75K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 11 | $7.75K | 0.00% | +1+10.0% | Added |
| FPC Investment Advisory, Inc. | 10 | $7.58K | 0.01% | +10 | New |
| Security National Bank | 10 | $7.04K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $7.00K | 0.00% | +1+11.1% | Added |
| Clal Insurance Enterprises Holdings Ltd | 10 | $7.00K | 0.00% | +10 | New |
| Valued Wealth Advisors LLC | 9 | $6.34K | 0.00% | −2−18.2% | Reduced |
| Rakuten Securities, Inc. | 8 | $5.64K | 0.00% | −7−46.7% | Reduced |
| Cornerstone Planning Group LLC | 7 | $5.39K | 0.00% | +2+40.0% | Added |
| True Wealth Design, LLC | 7 | $4.95K | 0.00% | +1+16.7% | Added |
| TFC Financial Management | 7 | $4.93K | 0.00% | +2+40.0% | Added |
| Decker Retirement Planning Inc. | 7 | $4.93K | 0.00% | +7 | New |
| Capital A Wealth Management, LLC | 7 | $4.93K | 0.01% | +7 | New |
| Carolinas Wealth Consulting LLC | 6 | $4.23K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 6 | $4.23K | 0.00% | +1+20.0% | Added |
| Cassady Schiller Wealth Management, LLC | 6 | $4.23K | 0.00% | +6 | New |
| Ameriflex Group, Inc. | 5 | $3.79K | 0.00% | +5 | New |
| Riggs Asset Managment Co. Inc. | 5 | $3.53K | 0.00% | +4+400.0% | Added |
| Pineridge Advisors LLC | 5 | $3.53K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 5 | $3.52K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $3.52K | 0.00% | −19−79.2% | Reduced |
| Sound Income Strategies, LLC | 5 | $3.52K | 0.00% | −2−28.6% | Reduced |
| Aspect Partners, LLC | 5 | $3.52K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4 | $2.82K | 0.00% | 00.0% | Unchanged |