| Navigoe, LLC | 3 | $0 | 0.00% | +3 | 新進 |
| Smallwood Wealth Investment Management, LLC | 0 | $24 | 0.00% | 0 | 不變 |
| Raffa Wealth Management, LLC | 1 | $38 | 0.00% | 00.0% | 不變 |
| Maryland Capital Advisors Inc. | 1 | $39 | 0.00% | +1 | 新進 |
| Ritter Daniher Financial Advisory LLC | 2 | $77 | 0.00% | 00.0% | 不變 |
| Bay Harbor Wealth Management, LLC | 3 | $114 | 0.00% | −4−57.1% | 減碼 |
| DecisionPoint Financial, LLC | 3 | $119 | 0.00% | +3 | 新進 |
| IFG Advisory, LLC | 4 | $152 | 0.00% | +4 | 新進 |
| NBT Bank N A | 5 | $190 | 0.00% | 00.0% | 不變 |
| HFM Investment Advisors, LLC | 5 | $191 | 0.00% | +4+400.0% | 加碼 |
| Plante Moran Financial Advisors, LLC | 6 | $228 | 0.00% | +6 | 新進 |
| Cordant, Inc. | 7 | $259 | 0.00% | +7 | 新進 |
| Cassaday & Co Wealth Management LLC | 7 | $267 | 0.00% | −73−91.3% | 減碼 |
| Quaker Wealth Management, LLC | 7 | $267 | 0.00% | −2−22.2% | 減碼 |
| First Horizon Corp | 7 | $267 | 0.00% | 00.0% | 不變 |
| Mosley Wealth Management | 7 | $267 | 0.00% | +7 | 新進 |
| West Paces Advisors Inc. | 9 | $343 | 0.00% | +9 | 新進 |
| MV Capital Management, Inc. | 10 | $381 | 0.00% | −22−68.8% | 減碼 |
| Creative Financial Designs Inc | 10 | $381 | 0.00% | 00.0% | 不變 |
| DiNuzzo Private Wealth, Inc. | 12 | $457 | 0.00% | 00.0% | 不變 |
| Hughes Financial Services, LLC | 13 | $495 | 0.00% | +7+116.7% | 加碼 |
| Planning Strategies Inc. | 15 | $571 | 0.00% | +15 | 新進 |
| Asset Dedication, LLC | 16 | $610 | 0.00% | 00.0% | 不變 |
| UMA Financial Services, Inc. | 16 | $610 | 0.00% | +16 | 新進 |
| Creative Capital Management Investments LLC | 17 | $647 | 0.00% | +17 | 新進 |
| Trifecta Capital Advisors, LLC | 17 | $648 | 0.00% | +17 | 新進 |
| Rossby Financial, LCC | 20 | $762 | 0.00% | −21−51.2% | 減碼 |
| Transamerica Financial Advisors, Inc. | 20 | $779 | 0.00% | +3+17.6% | 加碼 |
| Dunhill Financial, LLC | 23 | $875 | 0.00% | −3−11.5% | 減碼 |
| Sunrise Financial Services, LLC | 23 | $876 | 0.00% | 00.0% | 不變 |
| Cromwell Holdings LLC | 24 | $924 | 0.00% | 00.0% | 不變 |
| Aventura Private Wealth, LLC | 26 | $990 | 0.00% | 00.0% | 不變 |
| Synergy Investment Management, LLC | 21 | $991 | 0.00% | +21 | 新進 |
| Pin Oak Investment Advisors Inc | 15 | $1,000 | 0.00% | +15 | 新進 |
| Capital Advisors, Ltd. LLC | 17 | $1,000 | 0.00% | +17 | 新進 |
| CKW Financial Group | 19 | $1,000 | 0.00% | +19 | 新進 |
| Fortitude Family Office, LLC | 28 | $1,066 | 0.00% | 00.0% | 不變 |
| Torren Management, LLC | 33 | $1,257 | 0.00% | 00.0% | 不變 |
| Principia Wealth Advisory, LLC | 34 | $1,295 | 0.00% | +29+580.0% | 加碼 |
| Cornerstone Planning Group LLC | 33 | $1,305 | 0.00% | +23+230.0% | 加碼 |
| CoreCap Advisors, LLC | 36 | $1,371 | 0.00% | −160−81.6% | 減碼 |
| Barnes Dennig Private Wealth Management LLC | 39 | $1,485 | 0.00% | +39 | 新進 |
| Financial Management Professionals, Inc. | 42 | $1,617 | 0.00% | 00.0% | 不變 |
| Rialto Wealth Management, LLC | 46 | $1,752 | 0.00% | +46 | 新進 |
| Ameriflex Group, Inc. | 46 | $1,752 | 0.00% | +46 | 新進 |
| Silver Grove Financial Group, Inc. | 48 | $1,828 | 0.00% | +48 | 新進 |
| Prestige Wealth Management Group LLC | 51 | $1,964 | 0.00% | +51 | 新進 |
| Strategic Investment Solutions, Inc. | 52 | $1,980 | 0.00% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 53 | $2,018 | 0.00% | 00.0% | 不變 |
| South State Corp. | 64 | $2,438 | 0.00% | −168−72.4% | 減碼 |
| Kilter Group LLC | 64 | $2,438 | 0.00% | −1−1.5% | 減碼 |
| Blume Capital Management, Inc. | 66 | $2,514 | 0.00% | 00.0% | 不變 |
| JPL Wealth Management, LLC | 67 | $2,552 | 0.00% | +29+76.3% | 加碼 |
| Richardson Financial Services Inc. | 70 | $2,666 | 0.00% | +70 | 新進 |
| Cornerstone Financial Management LLC | 73 | $2,780 | 0.00% | +52+247.6% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 75 | $2,856 | 0.00% | −580−88.5% | 減碼 |
| CVA Family Office, LLC | 76 | $2,894 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 81 | $3,085 | 0.00% | −1−1.2% | 減碼 |
| Bare Financial Services, Inc | 82 | $3,122 | 0.00% | +43+110.3% | 加碼 |
| Action Point Financial Planning, LLC | 85 | $3,198 | 0.00% | +85 | 新進 |
| Assetmark, Inc | 88 | $3,353 | 0.00% | −113−56.2% | 減碼 |
| Darwin Advisors, LLC | 94 | $3,595 | 0.00% | +2+2.2% | 加碼 |
| Avion Wealth | 124 | $4,000 | 0.00% | +67+117.5% | 加碼 |
| Grove Bank & Trust | 113 | $4,303 | 0.00% | 00.0% | 不變 |
| High Note Wealth, LLC | 118 | $4,493 | 0.00% | +15+14.6% | 加碼 |
| Cedar Mountain Advisors, LLC | 121 | $4,608 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 125 | $4,760 | 0.00% | 00.0% | 不變 |
| McMillan Office, Inc. | 130 | $4,950 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 133 | $5,065 | 0.00% | 00.0% | 不變 |
| Keating Financial Advisory Services, Inc. | 139 | $5,293 | 0.00% | +23+19.8% | 加碼 |
| Centennial Bank | 140 | $5,331 | 0.00% | 00.0% | 不變 |
| Sachetta, LLC | 142 | $5,408 | 0.00% | −6−4.1% | 減碼 |
| Wilkerson Advisory Group LLC | 167 | $6,359 | 0.00% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 165 | $6,491 | 0.00% | −6,810−97.6% | 減碼 |
| North Star Investment Management Corp. | 178 | $6,796 | 0.00% | −1,808−91.0% | 減碼 |
| Dogwood Wealth Management LLC | 180 | $6,854 | 0.00% | +109+153.5% | 加碼 |
| Wealth Enhancement Trust Services, Inc. | 193 | $7,349 | 0.00% | +193 | 新進 |
| Sittner & Nelson, LLC | 200 | $7,616 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 200 | $7,616 | 0.00% | 00.0% | 不變 |
| Basepoint Wealth LLC | 211 | $8,019 | 0.00% | +3+1.4% | 加碼 |
| LRI Investments, LLC | 216 | $8,226 | 0.00% | +73+51.0% | 加碼 |
| AdvisorNet Financial, Inc | 228 | $8,682 | 0.00% | +4+1.8% | 加碼 |
| TSFG, LLC | 263 | $1.00 萬 | 0.00% | +4+1.5% | 加碼 |
| Highline Wealth Partners LLC | 271 | $1.03 萬 | 0.00% | 00.0% | 不變 |
| Pacific Center for Financial Services | 280 | $1.07 萬 | 0.00% | 00.0% | 不變 |
| Continuum Advisory, LLC | 292 | $1.11 萬 | 0.00% | +292 | 新進 |
| Private Wealth Asset Management, LLC | 300 | $1.14 萬 | 0.00% | −225−42.9% | 減碼 |
| Bell Investment Advisors, Inc | 302 | $1.15 萬 | 0.00% | +70+30.2% | 加碼 |
| Oakmont Advisory Group, LLC | 309 | $1.18 萬 | 0.01% | +309 | 新進 |
| Spire Wealth Management | 314 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, National Association | 357 | $1.36 萬 | 0.00% | +150+72.5% | 加碼 |
| Cherry Tree Wealth Management, LLC | 358 | $1.36 萬 | 0.00% | 00.0% | 不變 |
| Basecamp Wealth Advisors LLC | 359 | $1.37 萬 | 0.00% | +148+70.1% | 加碼 |
| SJS Investment Consulting Inc. | 374 | $1.42 萬 | 0.00% | +276+281.6% | 加碼 |
| Harbor Asset Planning, Inc. | 379 | $1.44 萬 | 0.01% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 392 | $1.49 萬 | 0.00% | +5+1.3% | 加碼 |
| Eastern Bank | 400 | $1.52 萬 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 403 | $1.53 萬 | 0.00% | +398+7,960.0% | 加碼 |
| Nomura Asset Management Co Ltd | 410 | $1.56 萬 | 0.00% | −1,800−81.4% | 減碼 |
| Kemnay Advisory Services Inc. | 480 | $1.83 萬 | 0.00% | +480 | 新進 |
