| TCI Wealth Advisors, Inc. | 31 | $0 | 0.00% | −1,121−97.3% | 減碼 |
| Umb Bank N A | 100 | $0 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 6 | $0 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 6 | $0 | 0.00% | 00.0% | 不變 |
| Gradient Investments LLC | 114 | $0 | 0.00% | +14+14.0% | 加碼 |
| McIlrath & Eck, LLC | 100 | $0 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 100 | $0 | 0.00% | 00.0% | 不變 |
| Disciplined Investments, LLC | 117 | $0 | 0.00% | +98+515.8% | 加碼 |
| Ten Capital Wealth Advisors, LLC | 100 | $0 | 0.00% | 00.0% | 不變 |
| Annapolis Financial Services, LLC | 50 | $0 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 102 | $0 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 54 | $0 | 0.00% | −16−22.9% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $0 | 0.00% | +8 | 新進 |
| Glassman Wealth Services | 67 | $0 | 0.00% | +67 | 新進 |
| Steward Partners Investment Advisory, LLC | 100 | $0 | 0.00% | +100 | 新進 |
| Householder Group Estate & Retirement Specialist, LLC | 186 | $0 | 0.00% | +186 | 新進 |
| SJS Investment Consulting Inc. | 83 | $0 | 0.00% | +83 | 新進 |
| Abound Wealth Management | 1 | $4 | 0.00% | +1 | 新進 |
| Lindbrook Capital, LLC | 208 | $1,000 | 0.00% | −614−74.7% | 減碼 |
| Oakworth Capital, Inc. | 310 | $1,000 | 0.00% | 00.0% | 不變 |
| Crewe Advisors LLC | 298 | $1,000 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 215 | $1,000 | 0.00% | −21−8.9% | 減碼 |
| Selective Wealth Management, Inc. | 246 | $1,000 | 0.00% | +46+23.0% | 加碼 |
| Parallel Advisors, LLC | 249 | $1,000 | 0.00% | +249 | 新進 |
| Heritage Wealth Management, LLC | 207 | $1,000 | 0.00% | +207 | 新進 |
| Bartlett & Co. Wealth Management LLC | 500 | $1,970 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 500 | $2,000 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 391 | $2,000 | 0.00% | +236+152.3% | 加碼 |
| Quadrant Capital Group LLC | 454 | $2,000 | 0.00% | +215+90.0% | 加碼 |
| Schubert & Co | 394 | $2,000 | 0.00% | +208+111.8% | 加碼 |
| Bell Investment Advisors, Inc | 579 | $2,000 | 0.00% | +461+390.7% | 加碼 |
| National Bank of Canada | 401 | $2,000 | 0.00% | +401 | 新進 |
| Wipfli Financial Advisors LLC, | 592 | $2,000 | 0.00% | +592 | 新進 |
| Huntington National Bank | 700 | $3,000 | 0.00% | 00.0% | 不變 |
| Baldwin Brothers Inc | 750 | $3,000 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 874 | $3,000 | 0.00% | +391+81.0% | 加碼 |
| Cutler Group LP | 912 | $3,000 | 0.00% | +512+128.0% | 加碼 |
| Ronald Blue Trust, Inc. | 877 | $3,000 | 0.00% | +700+395.5% | 加碼 |
| Beacon Capital Management, LLC | 928 | $4,000 | 0.00% | 00.0% | 不變 |
| Howe & Rusling Inc | 1,000 | $4,000 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 1,004 | $4,000 | 0.00% | +2+0.2% | 加碼 |
| Robinson Value Management, Ltd. | 1,000 | $4,000 | 0.00% | +1,000 | 新進 |
| Private Ocean, LLC | 1,600 | $6,000 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 1,500 | $6,000 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 2,245 | $7,000 | 0.00% | +130+6.1% | 加碼 |
| Ellevest, Inc. | 1,990 | $8,000 | 0.00% | −4,371−68.7% | 減碼 |
| Washington Trust Co | 2,100 | $8,000 | 0.00% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 2,000 | $8,000 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 1,495 | $8,000 | 0.00% | +394+35.8% | 加碼 |
| WR Wealth Planners, LLC | 2,200 | $8,668 | 0.01% | 00.0% | 不變 |
| TSFG, LLC | 2,400 | $9,000 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 2,491 | $1.00 萬 | 0.00% | +817+48.8% | 加碼 |
| Axiom Investment Management LLC | 2,500 | $1.00 萬 | 0.02% | +2,500 | 新進 |
| GPS Wealth Strategies Group, LLC | 3,007 | $1.20 萬 | 0.00% | +2,507+501.4% | 加碼 |
| Allworth Financial LP | 3,008 | $1.20 萬 | 0.00% | +3,008 | 新進 |
| American Portfolios Advisors | 4,000 | $1.58 萬 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 4,000 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Clean Yield Group | 5,000 | $2.00 萬 | 0.01% | −10,500−67.7% | 減碼 |
| US Bancorp | 5,118 | $2.00 萬 | 0.00% | +3,246+173.4% | 加碼 |
| TD Waterhouse Canada Inc. | 3,613 | $2.03 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 6,326 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 6,637 | $2.60 萬 | 0.00% | +759+12.9% | 加碼 |
| The PNC Financial Services Group, Inc. | 8,242 | $3.10 萬 | 0.00% | +1,586+23.8% | 加碼 |
| Rational Advisors LLC | 8,302 | $3.30 萬 | 0.00% | +525+6.8% | 加碼 |
| GFG Capital, LLC | 10,000 | $3.90 萬 | 0.01% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 10,000 | $3.90 萬 | 0.00% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 10,000 | $3.90 萬 | 0.00% | 00.0% | 不變 |
| Resurgent Financial Advisors LLC | 10,000 | $3.90 萬 | 0.03% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 10,272 | $4.00 萬 | 0.00% | +8+0.1% | 加碼 |
| Corient Capital Partners, LLC | 10,762 | $4.20 萬 | 0.00% | 00.0% | 不變 |
| Verition Fund Management LLC | 10,633 | $4.20 萬 | 0.00% | +405+4.0% | 加碼 |
| Captrust Financial Advisors | 10,734 | $4.20 萬 | 0.00% | +1,075+11.1% | 加碼 |
| Private Advisor Group, LLC | 10,677 | $4.20 萬 | 0.00% | +10,677 | 新進 |
| Forum Financial Management, LP | 10,912 | $4.30 萬 | 0.00% | −9,266−45.9% | 減碼 |
| Van Den Berg Management I, Inc | 11,000 | $4.30 萬 | 0.01% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 11,010 | $4.30 萬 | 0.01% | +10+0.1% | 加碼 |
| Nomura Holdings Inc | 11,242 | $4.40 萬 | 0.00% | 00.0% | 不變 |
| Greenleaf Trust | 11,377 | $4.50 萬 | 0.00% | +268+2.4% | 加碼 |
| Abacus Planning Group, Inc. | 11,655 | $4.60 萬 | 0.01% | 00.0% | 不變 |
| Toronto Dominion Bank | 11,808 | $4.60 萬 | 0.00% | +11,808 | 新進 |
| Kohmann Bosshard Financial Services, LLC | 12,000 | $4.70 萬 | 0.01% | +12,000 | 新進 |
| Allspring Global Investments Holdings, LLC | 12,294 | $4.80 萬 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 10,809 | $4.90 萬 | 0.00% | −7,981−42.5% | 減碼 |
| Sicart Associates LLC | 12,800 | $5.00 萬 | 0.02% | 00.0% | 不變 |
| Ballentine Partners, LLC | 13,393 | $5.30 萬 | 0.00% | +13,393 | 新進 |
| Vontobel Holding Ltd. | 13,800 | $5.40 萬 | 0.00% | 00.0% | 不變 |
| Thompson Davis & Co., Inc. | 14,256 | $5.60 萬 | 0.08% | −967−6.4% | 減碼 |
| Linscomb & Williams, Inc. | 15,000 | $5.90 萬 | 0.00% | +700+4.9% | 加碼 |
| Financial Advocates Investment Management | 15,032 | $6.00 萬 | 0.01% | −13,682−47.6% | 減碼 |
| New Harbor Financial Group, LLC | 15,298 | $6.00 萬 | 0.04% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 16,003 | $6.30 萬 | 0.01% | −13,894−46.5% | 減碼 |
| Janney Montgomery Scott LLC | 16,404 | $6.50 萬 | 0.00% | −95−0.6% | 減碼 |
| SCP Investment, LP | 16,800 | $6.60 萬 | 0.06% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 17,570 | $6.90 萬 | 0.00% | +50.0% | 加碼 |
| Spire Wealth Management | 17,684 | $7.00 萬 | 0.00% | −1,733−8.9% | 減碼 |
| HSBC Holdings PLC | 17,791 | $7.10 萬 | 0.00% | −120,184−87.1% | 減碼 |
| Edmond de Rothschild Holding S.A. | 18,451 | $7.30 萬 | 0.00% | −208−1.1% | 減碼 |
| Parsons Capital Management Inc | 18,449 | $7.30 萬 | 0.01% | +18,449 | 新進 |
| Schmidt P J Investment Management Inc | 15,348 | $7.40 萬 | 0.02% | +348+2.3% | 加碼 |
| Public Employees Retirement System of Ohio | 19,026 | $7.50 萬 | 0.00% | +2,200+13.1% | 加碼 |