| Trust Co of Vermont | 2 | $87 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 2 | $87 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $131 | 0.00% | −4−57.1% | Reduced |
| Valued Wealth Advisors LLC | 3 | $133 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 4 | $174 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 4 | $175 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $218 | 0.00% | −18−78.3% | Reduced |
| Concentric Capital Strategies, LP | 5 | $218 | 0.00% | +5 | New |
| Sound Income Strategies, LLC | 6 | $261 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 6 | $262 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 7 | $305 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 7 | $305 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 8 | $348 | 0.00% | +8 | New |
| Key Financial Inc | 9 | $392 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 9 | $392 | 0.00% | +9 | New |
| WealthTrak Capital Management LLC | 10 | $436 | 0.00% | −15−60.0% | Reduced |
| Kilter Group LLC | 10 | $436 | 0.00% | +10 | New |
| Bruce G. Allen Investments, LLC | 11 | $479 | 0.00% | −96−89.7% | Reduced |
| Rialto Wealth Management, LLC | 11 | $479 | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 13 | $566 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 13 | $566 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 13 | $566 | 0.00% | +5+62.5% | Added |
| HFM Investment Advisors, LLC | 14 | $609 | 0.00% | +8+133.3% | Added |
| Hughes Financial Services, LLC | 12 | $633 | 0.00% | −36−75.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 15 | $653 | 0.00% | −2−11.8% | Reduced |
| Private Wealth Management Group, LLC | 15 | $653 | 0.00% | +15 | New |
| DecisionPoint Financial, LLC | 14 | $664 | 0.00% | +14 | New |
| Mid-American Wealth Advisory Group, Inc. | 20 | $870 | 0.00% | +20 | New |
| Tidemark, LLC | 20 | $870 | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 20 | $871 | 0.00% | +3+17.6% | Added |
| Bay Harbor Wealth Management, LLC | 21 | $913 | 0.00% | +12+133.3% | Added |
| DT Investment Partners, LLC | 21 | $914 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 23 | $1.00K | 0.00% | −150−86.7% | Reduced |
| Ogorek Anthony Joseph | 32 | $1.00K | 0.00% | −129−80.1% | Reduced |
| Lazard Asset Management LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 26 | $1.13K | 0.00% | −15−36.6% | Reduced |
| Perritt Capital Management Inc | 27 | $1.18K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 27 | $1.18K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 27 | $1.18K | 0.00% | +27 | New |
| Cornerstone Planning Group LLC | 23 | $1.20K | 0.00% | +8+53.3% | Added |
| DiNuzzo Private Wealth, Inc. | 32 | $1.39K | 0.00% | −1−3.0% | Reduced |
| Princeton Global Asset Management LLC | 34 | $1.48K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 38 | $1.65K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 38 | $1.65K | 0.00% | +20+111.1% | Added |
| Johnson Financial Group, Inc. | 40 | $1.74K | 0.00% | +40 | New |
| Activest Wealth Management | 45 | $1.95K | 0.00% | −87−65.9% | Reduced |
| Penserra Capital Management LLC | 63 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 56 | $2.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 47 | $2.03K | 0.00% | +1+2.2% | Added |
| Hoey Investments, Inc | 48 | $2.09K | 0.00% | 00.0% | Unchanged |
| Motco | 40 | $2.10K | 0.00% | +40 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 48 | $2.10K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 49 | $2.13K | 0.00% | −81−62.3% | Reduced |
| Bernard Wealth Management Corp. | 50 | $2.18K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 51 | $2.23K | 0.00% | −72−58.5% | Reduced |
| Financial Management Professionals, Inc. | 53 | $2.31K | 0.00% | −32−37.6% | Reduced |
| First Command Advisory Services, Inc. | 54 | $2.35K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 60 | $2.61K | 0.00% | −8−11.8% | Reduced |
| Bare Financial Services, Inc | 63 | $2.74K | 0.00% | +63 | New |
| GFG Capital, LLC | 64 | $2.79K | 0.00% | +64 | New |
| Strategic Wealth Partners, Ltd. | 64 | $2.79K | 0.00% | +64 | New |
| Signature Resources Capital Management, LLC | 67 | $2.92K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 67 | $2.92K | 0.00% | −63−48.5% | Reduced |
| South State Corp. | 67 | $2.92K | 0.00% | −59−46.8% | Reduced |
| Sachetta, LLC | 68 | $2.96K | 0.00% | −24−26.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 72 | $3.13K | 0.00% | +2+2.9% | Added |
| Private Trust Co NA | 73 | $3.18K | 0.00% | −86−54.1% | Reduced |
| Howard Hughes Medical Institute | 74 | $3.22K | 0.00% | +74 | New |
| Zions Bancorporation, National Association | 75 | $3.26K | 0.00% | −348−82.3% | Reduced |
| ORG Partners LLC | 69 | $3.27K | 0.00% | +20+40.8% | Added |
| Fortitude Family Office, LLC | 78 | $3.39K | 0.00% | +78 | New |
| Painted Porch Advisors LLC | 81 | $3.53K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 83 | $3.61K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 90 | $3.92K | 0.00% | +90 | New |
| Sierra Ocean, LLC | 95 | $4.15K | 0.00% | +31+48.4% | Added |
| Whittier Trust Co of Nevada Inc | 97 | $4.22K | 0.00% | −50−34.0% | Reduced |
| Smartleaf Asset Management LLC | 97 | $4.28K | 0.00% | −682−87.5% | Reduced |
| Costello Asset Management, INC | 100 | $4.35K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 100 | $4.35K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 100 | $4.35K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 110 | $4.79K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 115 | $5.00K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 120 | $5.22K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 121 | $5.26K | 0.00% | +19+18.6% | Added |
| Syntax Research, Inc. | 129 | $5.61K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 154 | $6.00K | 0.00% | +5+3.4% | Added |
| TD Private Client Wealth LLC | 144 | $6.26K | 0.00% | −170−54.1% | Reduced |
| Versant Capital Management, Inc | 161 | $7.00K | 0.00% | +98+155.6% | Added |
| AdvisorNet Financial, Inc | 175 | $7.61K | 0.00% | −143−45.0% | Reduced |
| Larson Financial Group LLC | 175 | $7.61K | 0.00% | +102+139.7% | Added |
| Webster Bank, N. A. | 175 | $7.61K | 0.00% | +175 | New |
| Atlantic Trust, LLC | 175 | $7.62K | 0.00% | +134+326.8% | Added |
| Beacon Capital Management, LLC | 176 | $7.66K | 0.00% | −138−43.9% | Reduced |
| Atticus Wealth Management, LLC | 189 | $8.22K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 190 | $8.27K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 192 | $8.35K | 0.00% | −8−4.0% | Reduced |
| SRS Capital Advisors, Inc. | 181 | $8.48K | 0.00% | +144+389.2% | Added |
| CVA Family Office, LLC | 198 | $8.62K | 0.00% | −476−70.6% | Reduced |
| N.E.W. Advisory Services LLC | 200 | $8.70K | 0.00% | 00.0% | Unchanged |