| Circle Wealth Management, LLC | 29 | $2,189 萬 | 0.34% | 00.0% | 不變 |
| Plan A Wealth LLC | 29 | $2,189 萬 | 10.71% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 29 | $2,189 萬 | 0.09% | +4+16.0% | 加碼 |
| Silverleafe Capital Partners, LLC | 28 | $2,113 萬 | 6.28% | 00.0% | 不變 |
| Allium Financial Advisors, LLC | 28 | $2,113 萬 | 16.75% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 27 | $2,038 萬 | 0.08% | +2+8.0% | 加碼 |
| GWM Advisors LLC | 27 | $2,038 萬 | 0.07% | +9+50.0% | 加碼 |
| Connable Office Inc | 26 | $1,962 萬 | 1.80% | 00.0% | 不變 |
| Regions Financial Corp | 26 | $1,962 萬 | 0.13% | 00.0% | 不變 |
| Mill Creek Capital Advisors, LLC | 26 | $1,962 萬 | 0.40% | 00.0% | 不變 |
| Sapient Capital LLC | 24 | $1,813 萬 | 0.25% | −1−4.0% | 減碼 |
| Cullen/Frost Bankers, Inc. | 24 | $1,812 萬 | 0.20% | 00.0% | 不變 |
| Davenport & Co LLC | 24 | $1,812 萬 | 0.10% | 00.0% | 不變 |
| Locust Wood Capital Advisers, LLC | 24 | $1,812 萬 | 0.45% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 24 | $1,812 萬 | 0.10% | 00.0% | 不變 |
| Marex Group plc | 24 | $1,812 萬 | 0.20% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 24 | $1,812 萬 | 0.21% | 00.0% | 不變 |
| Baader Bank INC | 23 | $1,736 萬 | 1.44% | −2−8.0% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 23 | $1,736 萬 | 0.02% | 00.0% | 不變 |
| Alliancebernstein L.P. | 23 | $1,736 萬 | 0.01% | +1+4.5% | 加碼 |
| Ashford Capital Management Inc | 22 | $1,661 萬 | 1.85% | 00.0% | 不變 |
| Saybrook Capital | 22 | $1,661 萬 | 4.13% | 00.0% | 不變 |
| Brandywine Trust Co | 22 | $1,661 萬 | 2.91% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 22 | $1,661 萬 | 0.50% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 22 | $1,661 萬 | 0.19% | 00.0% | 不變 |
| JRM Investment Counsel, LLC | 22 | $1,661 萬 | 4.80% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 22 | $1,661 萬 | 0.22% | 00.0% | 不變 |
| Sunesis Advisors, LLC | 22 | $1,661 萬 | 7.52% | 00.0% | 不變 |
| ORG Wealth Partners, LLC | 22 | $1,661 萬 | 3.90% | 00.0% | 不變 |
| Washington Trust Co | 22 | $1,661 萬 | 0.54% | +2+10.0% | 加碼 |
| Smithfield Trust Co | 22 | $1,585 萬 | 0.70% | 00.0% | 不變 |
| M&T Bank Corp | 21 | $1,585 萬 | 0.05% | −2−8.7% | 減碼 |
| Gluskin Sheff & Assoc Inc | 21 | $1,585 萬 | 2.20% | −1−4.5% | 減碼 |
| Zuckerman Investment Group, LLC | 21 | $1,585 萬 | 1.42% | 00.0% | 不變 |
| Gibson Capital, LLC | 21 | $1,585 萬 | 2.91% | 00.0% | 不變 |
| Shayne & Co., LLC | 21 | $1,585 萬 | 4.80% | 00.0% | 不變 |
| Pflug Koory, LLC | 21 | $1,585 萬 | 7.40% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 21 | $1,585 萬 | 0.27% | 00.0% | 不變 |
| First Nebraska Trust Co | 21 | $1,585 萬 | 1.45% | 00.0% | 不變 |
| Plan Group Financial, LLC | 20 | $1,510 萬 | 3.92% | −4−16.7% | 減碼 |
| Fifth Third Bancorp | 20 | $1,510 萬 | 0.05% | 00.0% | 不變 |
| Guardian Financial Partners, LLC | 20 | $1,510 萬 | 6.37% | 00.0% | 不變 |
| Private Wealth Asset Management, LLC | 20 | $1,510 萬 | 1.64% | 00.0% | 不變 |
| Birch Financial Group, LLC | 20 | $1,510 萬 | 8.61% | 00.0% | 不變 |
| PDS Planning, Inc | 20 | $1,510 萬 | 1.01% | +2+11.1% | 加碼 |
| Swedbank AB | 20 | $1,510 萬 | 0.01% | +5+33.3% | 加碼 |
| CAPROCK Group, Inc. | 20 | $1,510 萬 | 0.32% | +6+42.9% | 加碼 |
| Lubar & Co., Inc | 20 | $1,510 萬 | 11.24% | +20 | 新進 |
| Wealth Enhancement Trust Services, Inc. | 20 | $1,510 萬 | 1.91% | +20 | 新進 |
| Hemenway Trust Co LLC | 19 | $1,434 萬 | 1.10% | −3−13.6% | 減碼 |
| Round Rock Advisors, LLC | 19 | $1,434 萬 | 2.16% | −1−5.0% | 減碼 |
| Clearstead Advisors, LLC | 19 | $1,434 萬 | 0.18% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 19 | $1,434 萬 | 0.81% | 00.0% | 不變 |
| Center for Financial Planning, Inc. | 19 | $1,434 萬 | 1.49% | 00.0% | 不變 |
| Park National Corp | 19 | $1,434 萬 | 0.45% | +1+5.6% | 加碼 |
| Glenmede Trust Co NA | 19 | $1,434 萬 | 0.07% | +19 | 新進 |
| Sagewood Asset Management LP | 19 | $1,434 萬 | 5.09% | +19 | 新進 |
| Legacy Wealth Advisors, LLC | 19 | $1,434 萬 | 9.47% | +19 | 新進 |
| WoodTrust Financial Corp | 19 | $1,434 萬 | 1.67% | 00.0% | 不變 |
| Cheviot Value Management, LLC | 20 | $1,419 萬 | 1.39% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 18 | $1,384 萬 | 0.10% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 18 | $1,359 萬 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 18 | $1,359 萬 | 0.05% | −1−5.3% | 減碼 |
| Sand Hill Global Advisors, LLC | 18 | $1,359 萬 | 0.47% | −1−5.3% | 減碼 |
| Private Advisor Group, LLC | 18 | $1,359 萬 | 0.06% | −1−5.3% | 減碼 |
| Amundi | 18 | $1,359 萬 | 0.00% | 00.0% | 不變 |
| Barclays PLC | 18 | $1,359 萬 | 0.01% | +9+100.0% | 加碼 |
| Ar Asset Management Inc | 18 | $1,359 萬 | 2.78% | 00.0% | 不變 |
| Keystone Financial Group | 17 | $1,283 萬 | 0.95% | −1−5.6% | 減碼 |
| Deutsche Bank AG | 17 | $1,283 萬 | 0.00% | 00.0% | 不變 |
| Rhumbline Advisers | 17 | $1,283 萬 | 0.01% | 00.0% | 不變 |
| Foster Group, Inc. | 17 | $1,283 萬 | 0.39% | 00.0% | 不變 |
| Alexander Labrunerie & Co., Inc. | 17 | $1,283 萬 | 4.64% | 00.0% | 不變 |
| Piedmont Capital Management, LLC | 17 | $1,283 萬 | 8.44% | +17 | 新進 |
| Banque Pictet & Cie SA | 16 | $1,208 萬 | 0.12% | −46−74.2% | 減碼 |
| Clifford Swan Investment Counsel LLC | 16 | $1,208 萬 | 0.40% | −1−5.9% | 減碼 |
| Choate Investment Advisors | 16 | $1,208 萬 | 0.24% | 00.0% | 不變 |
| Arthur M. Cohen & Associates, LLC | 16 | $1,208 萬 | 1.97% | 00.0% | 不變 |
| Essex Savings Bank | 16 | $1,208 萬 | 2.62% | 00.0% | 不變 |
| First National Advisers, LLC | 16 | $1,208 萬 | 1.66% | 00.0% | 不變 |
| K.J. Harrison & Partners Inc | 16 | $1,208 萬 | 1.61% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 16 | $1,208 萬 | 0.17% | +1+6.7% | 加碼 |
| Rossmore Private Capital | 16 | $1,208 萬 | 1.08% | +1+6.7% | 加碼 |
| AQR Capital Management LLC | 16 | $1,208 萬 | 0.01% | +12+300.0% | 加碼 |
| Lazard Freres Gestion S.A.S. | 15 | $1,132 萬 | 0.20% | −3−16.7% | 減碼 |
| Bradley Foster & Sargent Inc | 15 | $1,132 萬 | 0.17% | −2−11.8% | 減碼 |
| Matthew 25 Management Corp | 15 | $1,132 萬 | 3.46% | −2−11.8% | 減碼 |
| Dover Advisors, LLC | 15 | $1,132 萬 | 4.39% | −1−6.3% | 減碼 |
| Carret Asset Management, LLC | 15 | $1,132 萬 | 1.07% | 00.0% | 不變 |
| Commerce Bank | 15 | $1,132 萬 | 0.06% | 00.0% | 不變 |
| Fiduciary Counselling Inc | 15 | $1,132 萬 | 30.05% | 00.0% | 不變 |
| Grandfield & Dodd, LLC | 15 | $1,132 萬 | 0.64% | 00.0% | 不變 |
| Carnegie Capital Asset Management, LLC | 15 | $1,132 萬 | 0.21% | 00.0% | 不變 |
| Cambridge Advisors Inc. | 15 | $1,132 萬 | 2.16% | 00.0% | 不變 |
| Strata Wealth Advisors, LLC | 15 | $1,132 萬 | 3.15% | 00.0% | 不變 |
| CPA Asset Management LLC | 15 | $1,132 萬 | 3.97% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 15 | $1,132 萬 | 0.22% | +4+36.4% | 加碼 |
| Merit Financial Group, LLC | 15 | $1,132 萬 | 0.09% | +10+200.0% | 加碼 |
| RWM Asset Management, LLC | 15 | $1,090 萬 | 1.25% | 00.0% | 不變 |
| B&D White Capital Company, LLC | 14 | $1,057 萬 | 1.22% | −11−44.0% | 減碼 |
