| Summit Wealth Group, LLC | 28,004 | $0 | 0.00% | +28,004 | 新進 |
| WestEnd Advisors, LLC | – | $500 | 0.00% | – | – |
| USA Financial Portformulas Corp | 1 | $500 | 0.00% | +1 | 新進 |
| Delos Wealth Advisors, LLC | 1 | $501 | 0.00% | 00.0% | 不變 |
| Bellevue Asset Management, LLC | 2 | $1,000 | 0.00% | −1−33.3% | 減碼 |
| NewSquare Capital LLC | 2 | $1,000 | 0.00% | 00.0% | 不變 |
| Centerpoint Advisors, LLC | 2 | $1,000 | 0.00% | +2 | 新進 |
| True Wealth Design, LLC | 2 | $1,001 | 0.00% | 00.0% | 不變 |
| Koesten, Hirschmann & Crabtree, INC. | 2 | $1,001 | 0.00% | +2 | 新進 |
| Washington Trust Co | 3 | $1,500 | 0.00% | −1−25.0% | 減碼 |
| Longfellow Investment Management Co LLC | 3 | $1,500 | 0.00% | 00.0% | 不變 |
| Harvest Group Wealth Management, LLC | 3 | $1,500 | 0.00% | +3 | 新進 |
| MCF Advisors LLC | 3 | $1,501 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 4 | $2,000 | 0.00% | 00.0% | 不變 |
| ClariVest Asset Management LLC | 3 | $2,000 | 0.00% | 00.0% | 不變 |
| Pinnacle Financial Partners Inc | 5 | $2,500 | 0.00% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 5 | $2,500 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 5 | $2,500 | 0.00% | 00.0% | 不變 |
| Jackson, Grant Investment Advisers, Inc. | 5 | $2,500 | 0.00% | +5 | 新進 |
| Ahrens Investment Partners LLC | 5 | $2,500 | 0.00% | +5 | 新進 |
| Lee Financial Co | 5 | $2,501 | 0.00% | −1−16.7% | 減碼 |
| Trifecta Capital Advisors, LLC | 5 | $2,501 | 0.00% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 5 | $2,501 | 0.00% | +5 | 新進 |
| Sofos Investments, Inc. | 500 | $2,816 | 0.12% | +92+22.5% | 加碼 |
| VitalStone Financial, LLC | 4 | $3,000 | 0.00% | 00.0% | 不變 |
| Buck Wealth Strategies, LLC | 6 | $3,000 | 0.00% | +6 | 新進 |
| Hartford Financial Management Inc. | 6 | $3,001 | 0.00% | 00.0% | 不變 |
| Logan Capital Management Inc | 7 | $3,500 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 7 | $4,000 | 0.00% | 00.0% | 不變 |
| Aspire Private Capital, LLC | 8 | $4,001 | 0.00% | −1−11.1% | 減碼 |
| Disciplined Investments, LLC | 8 | $4,001 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 9 | $4,488 | 0.00% | 00.0% | 不變 |
| Thomas J. Herzfeld Advisors, Inc. | 9 | $4,501 | 0.00% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 10 | $5,000 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $5,000 | 0.00% | +10 | 新進 |
| Raffa Wealth Management, LLC | 10 | $5,001 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 10 | $5,001 | 0.00% | 00.0% | 不變 |
| Westside Investment Management, Inc. | 10 | $5,001 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 10 | $5,001 | 0.00% | +10 | 新進 |
| New England Capital Financial Advisors LLC | 11 | $5,501 | 0.00% | +11 | 新進 |
| JJJ Advisors Inc. | 12 | $5,790 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 12 | $5,984 | 0.00% | +2+20.0% | 加碼 |
| Avion Wealth | 17 | $6,000 | 0.00% | 00.0% | 不變 |
| Macroview Investment Management LLC | 14 | $7,002 | 0.01% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 14 | $7,002 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 14 | $7,002 | 0.00% | 00.0% | 不變 |
| Arlington Partners LLC | 15 | $7,501 | 0.00% | +15 | 新進 |
| Thompson Siegel & Walmsley LLC | 15 | $8,000 | 0.00% | −3−16.7% | 減碼 |
| BDO Wealth Advisors, LLC | 16 | $8,002 | 0.00% | +16 | 新進 |
| IAG Wealth Partners, LLC | 17 | $8,501 | 0.00% | 00.0% | 不變 |
| Valley National Advisers Inc | 17 | $9,000 | 0.00% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 18 | $9,002 | 0.00% | +18 | 新進 |
| IMA Wealth, Inc. | 19 | $9,502 | 0.00% | 00.0% | 不變 |
| Field & Main Bank | 20 | $1.00 萬 | 0.01% | 00.0% | 不變 |
| TFC Financial Management | 20 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 20 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Annapolis Financial Services, LLC | 21 | $1.05 萬 | 0.00% | 00.0% | 不變 |
| Red Tortoise LLC | 21 | $1.05 萬 | 0.01% | 00.0% | 不變 |
| Schubert & Co | 21 | $1.05 萬 | 0.01% | +4+23.5% | 加碼 |
| Laurel Wealth Advisors LLC | 22 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Financial Synergies Wealth Advisors, Inc. | 23 | $1.15 萬 | 0.00% | −1−4.2% | 減碼 |
| Core Alternative Capital | 23 | $1.15 萬 | 0.00% | +3+15.0% | 加碼 |
| Clear Investment Research, LLC | 25 | $1.25 萬 | 0.02% | 00.0% | 不變 |
| Steward Financial Group LLC | 26 | $1.30 萬 | 0.00% | +16+160.0% | 加碼 |
| Investment Research & Advisory Group, Inc. | 27 | $1.35 萬 | 0.01% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 27 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Central Bank & Trust Co | 29 | $1.45 萬 | 0.00% | +8+38.1% | 加碼 |
| JFS Wealth Advisors, LLC | 29 | $1.45 萬 | 0.00% | +3+11.5% | 加碼 |
| Boyd Watterson Asset Management LLC | 30 | $1.50 萬 | 0.01% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 31 | $1.55 萬 | 0.00% | −2−6.1% | 減碼 |
| Grove Bank & Trust | 32 | $1.60 萬 | 0.00% | +27+540.0% | 加碼 |
| Armstrong Advisory Group, Inc | 34 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Colonial Trust Co | 35 | $1.73 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 35 | $1.75 萬 | 0.00% | −60−63.2% | 減碼 |
| Newbridge Financial Services Group, Inc. | 35 | $1.75 萬 | 0.01% | +10+40.0% | 加碼 |
| AdvisorNet Financial, Inc | 38 | $1.90 萬 | 0.00% | +2+5.6% | 加碼 |
| Sutton Wealth Advisors Inc. | 39 | $1.95 萬 | 0.01% | −1,051−96.4% | 減碼 |
| Creative Financial Designs Inc | 39 | $1.95 萬 | 0.00% | +21+116.7% | 加碼 |
| Covestor Ltd | 39 | $2.00 萬 | 0.02% | −14−26.4% | 減碼 |
| Wolff Wiese Magana LLC | 41 | $2.05 萬 | 0.02% | +5+13.9% | 加碼 |
| Capstone Investment Advisors, LLC | 44 | $2.20 萬 | 0.00% | +44 | 新進 |
| Abound Wealth Management | 46 | $2.30 萬 | 0.01% | +39+557.1% | 加碼 |
| Earnest Partners LLC | 47 | $2.35 萬 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 48 | $2.40 萬 | 0.01% | +4+9.1% | 加碼 |
| Catalyst Capital Advisors LLC | 50 | $2.50 萬 | 0.00% | −15−23.1% | 減碼 |
| Avalon Trust Co | 50 | $2.50 萬 | 0.00% | +50 | 新進 |
| Resurgent Financial Advisors LLC | 51 | $2.55 萬 | 0.02% | −25−32.9% | 減碼 |
| Bell Investment Advisors, Inc | 52 | $2.60 萬 | 0.01% | −7−11.9% | 減碼 |
| MV Capital Management, Inc. | 53 | $2.65 萬 | 0.00% | +10+23.3% | 加碼 |
| Ridgewood Investments LLC | 55 | $2.77 萬 | 0.02% | +55 | 新進 |
| Farmers & Merchants Investments Inc | 60 | $3.00 萬 | 0.00% | 00.0% | 不變 |
| Caldwell Trust Co | 60 | $3.00 萬 | 0.00% | 00.0% | 不變 |
| DT Investment Partners, LLC | 62 | $3.04 萬 | 0.00% | 00.0% | 不變 |
| Altshuler Shaham Ltd | 63 | $3.15 萬 | 0.00% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 65 | $3.25 萬 | 0.02% | +65 | 新進 |
| Pacifica Partners Inc. | 71 | $3.34 萬 | 0.02% | +71 | 新進 |
| Castleview Partners, LLC | 69 | $3.45 萬 | 0.03% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 73 | $3.65 萬 | 0.00% | −19−20.7% | 減碼 |
| Ameritas Advisory Services, LLC | 75 | $3.77 萬 | 0.00% | +75 | 新進 |
| Strategic Investment Solutions, Inc. | 76 | $3.80 萬 | 0.01% | +76 | 新進 |
