| Trust Co of Vermont | 1 | $11 | 0.00% | +1 | New |
| NBT Bank N A | 1 | $21 | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 1 | $21 | 0.00% | +1 | New |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 2 | $43 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2 | $43 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 7 | $149 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 7 | $149 | 0.00% | +6+600.0% | Added |
| Sachetta, LLC | 7 | $149 | 0.00% | +7 | New |
| Quest 10 Wealth Builders, Inc. | 10 | $213 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 10 | $213 | 0.00% | +10 | New |
| Evermay Wealth Management LLC | 16 | $334 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 19 | $404 | 0.00% | −46−70.8% | Reduced |
| Rialto Wealth Management, LLC | 24 | $511 | 0.00% | +24 | New |
| Boreal Capital Management LLC | 26 | $553 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 26 | $554 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 27 | $575 | 0.00% | +4+17.4% | Added |
| Glen Eagle Advisors, LLC | 29 | $617 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 30 | $638 | 0.00% | +30 | New |
| Buck Wealth Strategies, LLC | 35 | $745 | 0.00% | +35 | New |
| Accordant Advisory Group Inc | 38 | $809 | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 46 | $978 | 0.00% | +46 | New |
| BNP Paribas | 46 | $999 | 0.00% | +46 | New |
| Oakworth Capital, Inc. | 48 | $1.02K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 49 | $1.04K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 49 | $1.04K | 0.00% | +49 | New |
| Cromwell Holdings LLC | 59 | $1.26K | 0.00% | +32+118.5% | Added |
| Essential Partners LLC | 60 | $1.28K | 0.00% | +20+50.0% | Added |
| Nalls Sherbakoff Group, LLC | 62 | $1.32K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 65 | $1.38K | 0.00% | −280−81.2% | Reduced |
| Longfellow Investment Management Co LLC | 69 | $1.47K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 72 | $1.53K | 0.00% | +47+188.0% | Added |
| WPG Advisers, LLC | 75 | $1.60K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 82 | $1.74K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 241 | $1.89K | 0.00% | +241 | New |
| Gables Capital Management Inc. | 94 | $2.00K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 99 | $2.17K | 0.00% | +99 | New |
| Hilton Head Capital Partners, LLC | 109 | $2.32K | 0.00% | −315−74.3% | Reduced |
| Rachor Investment Advisory Services, LLC | 111 | $2.36K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 112 | $2.38K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 115 | $2.45K | 0.00% | +23+25.0% | Added |
| True Wealth Design, LLC | 118 | $2.51K | 0.00% | −37−23.9% | Reduced |
| Allied Private Wealth LLC | 121 | $2.56K | 0.00% | +121 | New |
| Roxbury Financial LLC | 124 | $2.64K | 0.00% | +124 | New |
| Center for Financial Planning, Inc. | 135 | $2.87K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 144 | $3.07K | 0.00% | +21+17.1% | Added |
| Whittier Trust Co of Nevada Inc | 156 | $3.40K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 160 | $3.40K | 0.00% | +86+116.2% | Added |
| Los Angeles Capital Management LLC | 161 | $3.43K | 0.00% | −1,437−89.9% | Reduced |
| Delta Asset Management LLC | 167 | $3.55K | 0.00% | −166−49.8% | Reduced |
| Westside Investment Management, Inc. | 169 | $3.60K | 0.00% | +169 | New |
| Rossby Financial, LCC | 170 | $3.62K | 0.00% | +8+4.9% | Added |
| SJS Investment Consulting Inc. | 173 | $3.67K | 0.00% | +3+1.8% | Added |
| Caldwell Sutter Capital, Inc. | 191 | $4.06K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 209 | $4.45K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 212 | $4.51K | 0.00% | +212 | New |
| Sittner & Nelson, LLC | 220 | $4.68K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 228 | $4.85K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 234 | $4.98K | 0.00% | −48−17.0% | Reduced |
| Avion Wealth | 250 | $5.00K | 0.00% | +250 | New |
| Whipplewood Advisors, LLC | 235 | $5.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 261 | $5.55K | 0.00% | +261 | New |
| McGuire Capital Advisors Inc | 266 | $5.66K | 0.00% | +3+1.1% | Added |
| Meeder Asset Management Inc | 283 | $6.02K | 0.00% | +282+28,200.0% | Added |
| ZRC Wealth Management, LLC | 283 | $6.02K | 0.00% | +283 | New |
| Versant Capital Management, Inc | 309 | $6.58K | 0.00% | −536−63.4% | Reduced |
| Byrne Asset Management LLC | 314 | $6.68K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 349 | $7.43K | 0.00% | +349 | New |
| Ares Financial Consulting, LLC | 361 | $7.68K | 0.01% | +46+14.6% | Added |
| Owl Creek Wealth Partners LLC | 370 | $7.87K | 0.00% | +365+7,300.0% | Added |
| Anchor Investment Management, LLC | 374 | $7.96K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 385 | $8.00K | 0.00% | −5,318−93.2% | Reduced |
| Parkside Financial Bank & Trust | 383 | $8.15K | 0.00% | +99+34.9% | Added |
| Smartleaf Asset Management LLC | 384 | $8.32K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 396 | $8.43K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 411 | $8.75K | 0.00% | 00.0% | Unchanged |
| American National Bank | 475 | $10.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 475 | $10.1K | 0.00% | +6+1.3% | Added |
| TD Waterhouse Canada Inc. | 487 | $10.4K | 0.00% | +66+15.7% | Added |
| Geneos Wealth Management Inc. | 509 | $10.8K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 524 | $11.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 540 | $11.5K | 0.00% | −2,075−79.3% | Reduced |
| Peterson Wealth Management | 557 | $11.8K | 0.01% | +7+1.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 708 | $15.1K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 745 | $15.9K | 0.00% | +745 | New |
| Lam Group, Inc. | 780 | $16.6K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 786 | $16.7K | 0.00% | +276+54.1% | Added |
| St Germain D J Co Inc | 810 | $17.2K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 817 | $17.4K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 837 | $17.8K | 0.00% | −112−11.8% | Reduced |
| Private Trust Co NA | 859 | $18.3K | 0.00% | +550+178.0% | Added |
| Harbour Investments, Inc. | 860 | $18.3K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 900 | $19.2K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 969 | $20.6K | 0.00% | −523−35.1% | Reduced |
| Costello Asset Management, INC | 991 | $21.1K | 0.01% | −61−5.8% | Reduced |
| N.E.W. Advisory Services LLC | 1,000 | $21.3K | 0.00% | +455+83.5% | Added |
| ESL Trust Services, LLC | 1,031 | $21.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,033 | $22.0K | 0.00% | −1,845−64.1% | Reduced |
| Prestige Wealth Management Group LLC | 1,079 | $23.0K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,131 | $24.1K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,137 | $24.2K | 0.01% | −207−15.4% | Reduced |