| Deseret Mutual Benefit Administrators | 61 | $58.2K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 60 | $57.3K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 60 | $57.3K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 59 | $56.3K | 0.00% | +3+5.4% | Added |
| MCF Advisors LLC | 59 | $56.3K | 0.00% | +4+7.3% | Added |
| Promus Capital, LLC | 58 | $55.4K | 0.04% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 57 | $54.4K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 56 | $53.5K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 54 | $51.6K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 54 | $51.6K | 0.00% | +4+8.0% | Added |
| Clal Insurance Enterprises Holdings Ltd | 51 | $49.0K | 0.00% | −9−15.0% | Reduced |
| Trust Co of Toledo NA | 50 | $47.7K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 50 | $47.7K | 0.00% | +50 | New |
| Pinnacle Bancorp, Inc. | 49 | $46.8K | 0.01% | +25+104.2% | Added |
| Davis Capital Management | 49 | $46.8K | 0.03% | +49 | New |
| Sunbelt Securities, Inc. | 48 | $45.8K | 0.00% | +46+2,300.0% | Added |
| Hanson & Doremus Investment Management | 47 | $45.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 47 | $44.4K | 0.02% | +3+6.8% | Added |
| Beaird Harris Wealth Management, LLC | 45 | $43.0K | 0.00% | +1+2.3% | Added |
| Rialto Wealth Management, LLC | 42 | $40.1K | 0.01% | +1+2.4% | Added |
| Fourth Dimension Wealth, LLC | 42 | $40.1K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 42 | $40.1K | 0.01% | +19+82.6% | Added |
| Frazier Financial Advisors, LLC | 42 | $40.1K | 0.02% | +30+250.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 42 | $40.1K | 0.00% | +42 | New |
| Covestor Ltd | 40 | $39.0K | 0.02% | −21−34.4% | Reduced |
| Alexis Investment Partners, LLC | 40 | $38.2K | 0.02% | +40 | New |
| Murphy & Mullick Capital Management Corp | 42 | $38.1K | 0.03% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 39 | $37.2K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 38 | $36.0K | 0.00% | +2+5.6% | Added |
| Your Advocates Ltd., LLP | 37 | $35.3K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 35 | $33.4K | 0.00% | +1+2.9% | Added |
| Evergreen Private Wealth LLC | 35 | $33.4K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 34 | $32.5K | 0.01% | −2−5.6% | Reduced |
| Cedar Mountain Advisors, LLC | 34 | $32.5K | 0.01% | +34 | New |
| Banque Transatlantique SA | 34 | $32.4K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 33 | $31.5K | 0.01% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 37 | $30.6K | 0.04% | +37 | New |
| Chesapeake Asset Management LLC | 30 | $29.6K | 0.03% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 30 | $29.4K | 0.00% | +26+650.0% | Added |
| Boreal Capital Management LLC | 30 | $28.6K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 30 | $28.6K | 0.02% | +4+15.4% | Added |
| Abich Financial Wealth Management LLC | 30 | $28.6K | 0.01% | +30 | New |
| Creekmur Asset Management LLC | 30 | $28.2K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 29 | $28.0K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 34 | $27.5K | 0.02% | −15−30.6% | Reduced |
| Fairscale Capital, LLC | 27 | $25.8K | 0.02% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 25 | $23.9K | 0.01% | −1−3.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 25 | $23.9K | 0.00% | +25 | New |
| Evelyn Partners Investment Management LLP | 25 | $23.9K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 25 | $23.6K | 0.01% | +1+4.2% | Added |
| South State Corp. | 24 | $22.9K | 0.00% | −68−73.9% | Reduced |
| Baillie Gifford & Co | 22 | $21.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 21 | $20.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 21 | $20.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 21 | $20.0K | 0.00% | +3+16.7% | Added |
| Main Street Group, LTD | 21 | $20.0K | 0.01% | +21 | New |
| Alpine Bank Wealth Management | 21 | $20.0K | 0.00% | +21 | New |
| Cullen/Frost Bankers, Inc. | 20 | $19.2K | 0.00% | −15−42.9% | Reduced |
| AdvisorNet Financial, Inc | 19 | $18.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 19 | $18.1K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 19 | $18.1K | 0.00% | +19 | New |
| Armstrong Advisory Group, Inc | 19 | $18.1K | 0.00% | +19 | New |
| TSFG, LLC | 18 | $17.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 17 | $16.2K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $16.0K | 0.00% | +1+6.3% | Added |
| Quest 10 Wealth Builders, Inc. | 15 | $14.3K | 0.01% | −13−46.4% | Reduced |
| Atlantic Trust, LLC | 15 | $14.3K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 15 | $14.3K | 0.00% | +5+50.0% | Added |
| Roble, Belko & Company, Inc | 15 | $14.0K | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $13.4K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 14 | $13.4K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 14 | $13.4K | 0.01% | +1+7.7% | Added |
| Howard Hughes Medical Institute | 14 | $13.4K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 14 | $13.4K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 14 | $13.4K | 0.01% | +1+7.7% | Added |
| Abound Wealth Management | 13 | $12.6K | 0.00% | −1−7.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 14 | $12.5K | 0.00% | +14 | New |
| Byrne Asset Management LLC | 13 | $12.4K | 0.01% | −23−63.9% | Reduced |
| Security National Bank | 13 | $12.4K | 0.00% | +3+30.0% | Added |
| Highline Wealth Partners LLC | 13 | $12.4K | 0.00% | +10+333.3% | Added |
| True Wealth Design, LLC | 12 | $11.5K | 0.00% | +1+9.1% | Added |
| LRI Investments, LLC | 12 | $11.5K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 12 | $11.5K | 0.01% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 12 | $11.5K | 0.01% | +12 | New |
| Essential Partners LLC | 11 | $10.5K | 0.00% | +1+10.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 11 | $10.5K | 0.00% | +11 | New |
| Stone House Investment Management, LLC | 11 | $10.5K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 11 | $10.5K | 0.00% | +1+10.0% | Added |
| Cloud Capital Management, LLC | 11 | $10.0K | 0.01% | +11 | New |
| TFC Financial Management | 10 | $9.55K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 10 | $9.55K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 9 | $8.59K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 9 | $8.59K | 0.00% | +9 | New |
| ORG Partners LLC | 9 | $8.59K | 0.00% | +4+80.0% | Added |
| Cheviot Value Management, LLC | 9 | $7.88K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 7,817 | $7.82K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 8 | $7.64K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 8 | $7.64K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 7 | $6.86K | 0.00% | +7 | New |
| Quaker Wealth Management, LLC | 7 | $6.68K | 0.00% | 00.0% | Unchanged |