| TD Private Client Wealth LLC | 1 | $8 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 53 | $468 | 0.00% | +53 | 新進 |
| Tower Research Capital LLC (TRC) | 55 | $476 | 0.00% | +42+323.1% | 加碼 |
| Golden State Equity Partners | 100 | $866 | 0.00% | +100 | 新進 |
| Tidemark, LLC | 218 | $1,888 | 0.00% | +18+9.0% | 加碼 |
| Trust Co of Toledo NA | 250 | $2,165 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 273 | $2,260 | 0.00% | +114+71.7% | 加碼 |
| Caldwell Sutter Capital, Inc. | 296 | $2,563 | 0.00% | 00.0% | 不變 |
| Financial Consulate, Inc | 300 | $2,598 | 0.00% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 310 | $2,685 | 0.00% | +310 | 新進 |
| Key Financial Inc | 349 | $3,022 | 0.00% | 00.0% | 不變 |
| Chilton Capital Management LLC | 362 | $3,135 | 0.00% | +362 | 新進 |
| Huntington National Bank | – | $3,334 | 0.00% | – | – |
| Russell Investments Group, Ltd. | 429 | $3,715 | 0.00% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 500 | $4,330 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 555 | $4,595 | 0.00% | +330+146.7% | 加碼 |
| UBS Asset Management Americas Inc | 578 | $5,005 | 0.00% | +578 | 新進 |
| McGuire Capital Advisors Inc | 680 | $5,889 | 0.00% | 00.0% | 不變 |
| POM Investment Strategies, LLC | 750 | $6,495 | 0.01% | +750 | 新進 |
| NBT Bank N A | 800 | $6,928 | 0.00% | +790+7,900.0% | 加碼 |
| Salomon & Ludwin, LLC | 805 | $7,100 | 0.00% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 841 | $7,283 | 0.00% | 00.0% | 不變 |
| Atlantic Edge Private Wealth Management, LLC | 900 | $7,794 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 1,000 | $8,000 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 953 | $8,253 | 0.00% | −312−24.7% | 減碼 |
| IFP Advisors, Inc | 1,000 | $8,660 | 0.00% | −700−41.2% | 減碼 |
| Jones Financial Companies LLLP | 1,135 | $9,432 | 0.00% | +1,135 | 新進 |
| Vision Financial Markets LLC | 1,130 | $9,783 | 0.01% | +24+2.2% | 加碼 |
| Axiom Investment Management LLC | 1,275 | $1.10 萬 | 0.01% | +1,275 | 新進 |
| AdvisorNet Financial, Inc | 1,329 | $1.15 萬 | 0.00% | +1,329 | 新進 |
| Parkside Financial Bank & Trust | 1,465 | $1.27 萬 | 0.00% | 00.0% | 不變 |
| FMR LLC | 1,480 | $1.28 萬 | 0.00% | −103−6.5% | 減碼 |
| ZRC Wealth Management, LLC | 1,500 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| WPG Advisers, LLC | 1,500 | $1.30 萬 | 0.01% | 00.0% | 不變 |
| Clark Wealth Partners | 1,500 | $1.30 萬 | 0.01% | +1,500 | 新進 |
| TD Capital Management LLC | 1,799 | $1.56 萬 | 0.00% | 00.0% | 不變 |
| Hughes Financial Services, LLC | 1,872 | $1.62 萬 | 0.00% | −1,758−48.4% | 減碼 |
| EverSource Wealth Advisors, LLC | 1,953 | $1.69 萬 | 0.00% | 00.0% | 不變 |
| Old Point Trust & Financial Services N A | 1,998 | $1.73 萬 | 0.01% | 00.0% | 不變 |
| City Holding Co | 2,000 | $1.73 萬 | 0.00% | −2,000−50.0% | 減碼 |
| Central Trust Co | 2,000 | $1.73 萬 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 2,188 | $1.90 萬 | 0.00% | +2,188 | 新進 |
| CX Institutional | 2,460 | $2.10 萬 | 0.00% | −360−12.8% | 減碼 |
| US Bancorp | 2,470 | $2.14 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 2,500 | $2.17 萬 | 0.00% | 00.0% | 不變 |
| Bollard Group LLC | 2,520 | $2.20 萬 | 0.00% | +2,520 | 新進 |
| Vermillion Wealth Management, Inc. | 2,648 | $2.29 萬 | 0.01% | 00.0% | 不變 |
| American Capital Advisory, LLC | 2,650 | $2.29 萬 | 0.01% | 00.0% | 不變 |
| LRI Investments, LLC | 2,734 | $2.37 萬 | 0.00% | 00.0% | 不變 |
| Colonial Trust Co | 2,796 | $2.42 萬 | 0.00% | +2,796 | 新進 |
| Financial Management Professionals, Inc. | 2,828 | $2.45 萬 | 0.00% | 00.0% | 不變 |
| Bokf, NA | 2,900 | $2.51 萬 | 0.00% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 2,845 | $2.68 萬 | 0.00% | +80+2.9% | 加碼 |
| Eastern Bank | 3,206 | $2.78 萬 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 3,350 | $2.90 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 3,622 | $3.14 萬 | 0.00% | 00.0% | 不變 |
| Peterson Wealth Management | 3,675 | $3.18 萬 | 0.02% | +3,675 | 新進 |
| Advisory Services Network, LLC | 3,831 | $3.32 萬 | 0.00% | +3,831 | 新進 |
| Parallel Advisors, LLC | 4,037 | $3.50 萬 | 0.00% | −5,931−59.5% | 減碼 |
| Barrett & Company, Inc. | 4,350 | $3.77 萬 | 0.01% | +4,350 | 新進 |
| Bogart Wealth, LLC | 4,538 | $3.93 萬 | 0.00% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 4,727 | $4.09 萬 | 0.00% | +99+2.1% | 加碼 |
| Cypress Capital Management LLC (WY) | 5,000 | $4.33 萬 | 0.04% | 00.0% | 不變 |
| BankPlus Trust Department | 5,000 | $4.33 萬 | 0.01% | 00.0% | 不變 |
| MAI Capital Management | 5,265 | $4.56 萬 | 0.00% | +3,650+226.0% | 加碼 |
| CWM, LLC | 5,301 | $4.59 萬 | 0.00% | +4,314+437.1% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 5,000 | $4.67 萬 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 5,430 | $4.70 萬 | 0.01% | +90+1.7% | 加碼 |
| Millstone Evans Group, LLC | 6,390 | $5.53 萬 | 0.03% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 6,500 | $5.63 萬 | 0.00% | 00.0% | 不變 |
| Caldwell Trust Co | 6,749 | $5.84 萬 | 0.01% | 00.0% | 不變 |
| Gen-Wealth Partners Inc | 7,800 | $6.75 萬 | 0.02% | 00.0% | 不變 |
| Activest Wealth Management | 8,158 | $7.06 萬 | 0.01% | 00.0% | 不變 |
| Colonial Trust Advisors | 8,750 | $7.58 萬 | 0.01% | 00.0% | 不變 |
| Keating Financial Advisory Services, Inc. | 8,754 | $7.58 萬 | 0.01% | +131+1.5% | 加碼 |
| Bryn Mawr Trust Co | 9,000 | $7.79 萬 | 0.00% | 00.0% | 不變 |
| PFS Partners, LLC | 9,188 | $7.96 萬 | 0.04% | +194+2.2% | 加碼 |
| Plante Moran Financial Advisors, LLC | 9,218 | $7.98 萬 | 0.01% | 00.0% | 不變 |
| Citigroup Inc | 9,298 | $8.05 萬 | 0.00% | −40.0% | 減碼 |
| Ronald Blue Trust, Inc. | 10,000 | $8.66 萬 | 0.00% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 10,066 | $8.72 萬 | 0.00% | +49+0.5% | 加碼 |
| RWM Asset Management, LLC | 10,493 | $9.09 萬 | 0.01% | +10,493 | 新進 |
| Princeton Global Asset Management LLC | 10,526 | $9.12 萬 | 0.01% | 00.0% | 不變 |
| Spirepoint Private Client, LLC | 10,683 | $9.25 萬 | 0.01% | 00.0% | 不變 |
| Impact Partnership Wealth, LLC | 10,860 | $9.40 萬 | 0.01% | +289+2.7% | 加碼 |
| Wealth Alliance | 10,906 | $9.44 萬 | 0.01% | +231+2.2% | 加碼 |
| Investment Partners Asset Management, Inc. | 11,184 | $9.69 萬 | 0.06% | 00.0% | 不變 |
| Blue Chip Partners, Inc. | 11,486 | $9.95 萬 | 0.01% | 00.0% | 不變 |
| Welch & Forbes LLC | 11,500 | $9.96 萬 | 0.00% | 00.0% | 不變 |
| Insight Advisors, LLC | 11,500 | $9.96 萬 | 0.02% | 00.0% | 不變 |
| Lido Advisors, LLC | 11,525 | $9.98 萬 | 0.00% | −1,683−12.7% | 減碼 |
| WealthSpring Partners, LLC | 11,545 | $10.0 萬 | 0.09% | 00.0% | 不變 |
| Fortress Private Ledger, LLC | 11,717 | $10.1 萬 | 0.03% | 00.0% | 不變 |
| Davenport & Co LLC | 11,925 | $10.3 萬 | 0.00% | 00.0% | 不變 |
| Kingswood Wealth Advisors, LLC | 12,108 | $10.5 萬 | 0.00% | +43+0.4% | 加碼 |
| Waterfront Wealth Inc. | 12,122 | $10.5 萬 | 0.02% | −480−3.8% | 減碼 |
| Pensionmark Financial Group, LLC | 12,256 | $10.6 萬 | 0.00% | +59+0.5% | 加碼 |
| Investment Management Trust, LLC | 12,629 | $10.9 萬 | 0.11% | +12,629 | 新進 |
| Cresset Asset Management, LLC | 12,698 | $11.0 萬 | 0.00% | +32+0.3% | 加碼 |
| Modern Wealth Management, LLC | 12,475 | $11.0 萬 | 0.00% | +393+3.3% | 加碼 |