| Trust Co of Vermont | 2 | $107 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 8 | $429 | 0.00% | +8 | New |
| Retirement Group, LLC | 9 | $483 | 0.00% | −1−10.0% | Reduced |
| Cornerstone Planning Group LLC | 10 | $517 | 0.00% | +10 | New |
| AdvisorNet Financial, Inc | 14 | $751 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 14 | $751 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $977 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 20 | $1.07K | 0.00% | −517−96.3% | Reduced |
| Rakuten Securities, Inc. | 22 | $1.18K | 0.00% | +22 | New |
| RFP Financial Group LLC | 24 | $1.29K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 30 | $1.61K | 0.00% | −22−42.3% | Reduced |
| Valued Wealth Advisors LLC | 31 | $1.66K | 0.00% | +18+138.5% | Added |
| Horizon Investments, LLC | 36 | $1.92K | 0.00% | +36 | New |
| Financial Management Professionals, Inc. | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 38 | $2.04K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 42 | $2.25K | 0.00% | +42 | New |
| DiNuzzo Private Wealth, Inc. | 46 | $2.47K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 48 | $2.58K | 0.00% | +48 | New |
| VisionPoint Advisory Group, LLC | 52 | $2.79K | 0.00% | +1+2.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 53 | $2.84K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 53 | $2.84K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 55 | $2.96K | 0.00% | +55 | New |
| Capital Advisors, Ltd. LLC | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 58 | $3.11K | 0.00% | +58 | New |
| Beaird Harris Wealth Management, LLC | 60 | $3.22K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 60 | $3.23K | 0.00% | +60 | New |
| Fortitude Family Office, LLC | 62 | $3.33K | 0.00% | +62 | New |
| ClariVest Asset Management LLC | 63 | $3.38K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 65 | $3.49K | 0.00% | +65 | New |
| Crewe Advisors LLC | 68 | $3.65K | 0.00% | +68 | New |
| SJS Investment Consulting Inc. | 69 | $3.70K | 0.00% | −1−1.4% | Reduced |
| Whittier Trust Co | 74 | $3.97K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 75 | $4.03K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 92 | $4.16K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 90 | $4.83K | 0.00% | −20−18.2% | Reduced |
| Sofos Investments, Inc. | 97 | $5.25K | 0.00% | +92+1,840.0% | Added |
| Barrett & Company, Inc. | 99 | $5.31K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 100 | $5.37K | 0.00% | −11,807−99.2% | Reduced |
| Versant Capital Management, Inc | 109 | $5.85K | 0.00% | −12−9.9% | Reduced |
| Frazier Financial Advisors, LLC | 110 | $5.90K | 0.00% | −39−26.2% | Reduced |
| Beacon Capital Management, LLC | 111 | $5.95K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 114 | $6.12K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 116 | $6.22K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 120 | $6.44K | 0.00% | +120 | New |
| Newton One Investments LLC | 132 | $7.08K | 0.00% | +1+0.8% | Added |
| Bullock Wealth Management Group | 132 | $7.11K | 0.00% | +132 | New |
| Kozak & Associates, Inc. | 135 | $7.12K | 0.00% | +135 | New |
| Hexagon Capital Partners LLC | 136 | $7.30K | 0.00% | −41−23.2% | Reduced |
| Armstrong Advisory Group, Inc | 167 | $7.55K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 146 | $7.83K | 0.01% | +146 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 161 | $8.64K | 0.00% | −10,080−98.4% | Reduced |
| Gradient Investments LLC | 167 | $8.96K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 197 | $10.6K | 0.00% | +57+40.7% | Added |
| Asset Dedication, LLC | 203 | $11.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 209 | $11.2K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 222 | $11.9K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 224 | $12.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 227 | $12.2K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 231 | $12.4K | 0.00% | +2+0.9% | Added |
| EntryPoint Capital, LLC | 235 | $12.6K | 0.01% | +235 | New |
| Loomis Sayles & Co L P | 251 | $13.0K | 0.00% | −206−45.1% | Reduced |
| Manchester Capital Management LLC | 245 | $13.1K | 0.00% | +71+40.8% | Added |
| Cherry Tree Wealth Management, LLC | 284 | $15.2K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 290 | $15.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 296 | $15.9K | 0.00% | −11−3.6% | Reduced |
| Custom Portfolio Group LLC | 297 | $15.9K | 0.01% | −297−50.0% | Reduced |
| Heritage Wealth Advisors | 304 | $16.3K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 310 | $16.6K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 317 | $17.0K | 0.00% | −18−5.4% | Reduced |
| WealthCollab, LLC | 370 | $19.9K | 0.01% | −227−38.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 399 | $21.4K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 400 | $21.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 406 | $21.8K | 0.00% | +132+48.2% | Added |
| Sound Income Strategies, LLC | 413 | $22.2K | 0.00% | +3+0.7% | Added |
| North Star Investment Management Corp. | 418 | $22.4K | 0.00% | +2+0.5% | Added |
| EverSource Wealth Advisors, LLC | 455 | $23.1K | 0.00% | +64+16.4% | Added |
| Deseret Mutual Benefit Administrators | 493 | $26.5K | 0.01% | −111−18.4% | Reduced |
| Leonteq Securities AG | 500 | $26.8K | 0.00% | −2−0.4% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 500 | $26.8K | 0.01% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 500 | $26.8K | 0.01% | +500 | New |
| Salomon & Ludwin, LLC | 515 | $27.6K | 0.00% | +515 | New |
| Private Wealth Management Group, LLC | 523 | $28.1K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 535 | $28.3K | 0.00% | −21−3.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 529 | $28.4K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 555 | $29.8K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 584 | $31.3K | 0.00% | −6−1.0% | Reduced |
| Quarry LP | 594 | $31.9K | 0.01% | +530+828.1% | Added |
| Geneos Wealth Management Inc. | 615 | $33.0K | 0.00% | +3+0.5% | Added |
| Huntington National Bank | 640 | $34.3K | 0.00% | −101−13.6% | Reduced |
| MCF Advisors LLC | 658 | $35.3K | 0.00% | +658 | New |
| Bangor Savings Bank | 664 | $35.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 714 | $38.3K | 0.00% | −15,418−95.6% | Reduced |
| Arlington Trust Co LLC | 774 | $41.5K | 0.01% | −52−6.3% | Reduced |
| Harbour Investments, Inc. | 788 | $42.3K | 0.00% | +447+131.1% | Added |
| Rise Advisors, LLC | 814 | $43.7K | 0.02% | +394+93.8% | Added |
| Colonial Trust Advisors | 855 | $45.9K | 0.00% | +827+2,953.6% | Added |
| Parkside Financial Bank & Trust | 900 | $48.3K | 0.01% | −11−1.2% | Reduced |
| Venturi Wealth Management, LLC | 946 | $50.8K | 0.00% | +742+363.7% | Added |
| Hoey Investments, Inc | 1,050 | $56.3K | 0.01% | 00.0% | Unchanged |
