| Heritage Wealth Advisors | 3 | $0 | 0.00% | 00.0% | 不變 |
| Ci Investments Inc. | 18 | $0 | 0.00% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 16 | $0 | 0.00% | 00.0% | 不變 |
| Ellevest, Inc. | 26 | $0 | 0.00% | +26 | 新進 |
| Future Financial Wealth Managment LLC | 18 | $0 | 0.00% | +18 | 新進 |
| Allspring Global Investments Holdings, LLC | 1 | $0 | 0.00% | +1 | 新進 |
| Amplius Wealth Advisors, LLC | 5 | $0 | 0.00% | +5 | 新進 |
| Sutton Wealth Advisors Inc. | 46 | $655 | 0.00% | +46 | 新進 |
| Larson Financial Group LLC | 41 | $1,000 | 0.00% | −991−96.0% | 減碼 |
| JFS Wealth Advisors, LLC | 85 | $1,000 | 0.00% | −115−57.5% | 減碼 |
| 1832 Asset Management L.P. | 100 | $1,000 | 0.00% | 00.0% | 不變 |
| Washington Trust Co | 50 | $1,000 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 55 | $1,000 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 64 | $1,000 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 63 | $1,000 | 0.00% | 00.0% | 不變 |
| Rockbridge Investment Management, LCC | 38 | $1,000 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 52 | $1,000 | 0.00% | +52 | 新進 |
| Schubert & Co | 49 | $1,000 | 0.00% | +49 | 新進 |
| Glen Eagle Advisors, LLC | 105 | $1,495 | 0.00% | −300−74.1% | 減碼 |
| Danda Trouve Investment Management, Inc. | 125 | $2,000 | 0.00% | 00.0% | 不變 |
| Sandy Spring Bank | 137 | $2,000 | 0.00% | +137 | 新進 |
| Motley Fool Asset Management LLC | 150 | $2,000 | 0.00% | +150 | 新進 |
| Kelly Financial Services LLC | 205 | $2,919 | 0.00% | 00.0% | 不變 |
| Sageworth Trust Co | 199 | $3,000 | 0.00% | −666−77.0% | 減碼 |
| Harbour Investments, Inc. | 200 | $3,000 | 0.00% | −560−73.7% | 減碼 |
| Parkside Financial Bank & Trust | 234 | $3,000 | 0.00% | −190−44.8% | 減碼 |
| Carroll Financial Associates, Inc. | 235 | $3,000 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 224 | $3,000 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 200 | $3,000 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 250 | $3,000 | 0.00% | 00.0% | 不變 |
| Investmark Advisory Group LLC | 225 | $3,000 | 0.00% | +225 | 新進 |
| Trust Co of Vermont | 300 | $4,000 | 0.00% | +300 | 新進 |
| Tucker Asset Management LLC | 290 | $4,130 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 358 | $5,000 | 0.00% | −390−52.1% | 減碼 |
| TCI Wealth Advisors, Inc. | 365 | $5,000 | 0.00% | +16+4.6% | 加碼 |
| Bell Investment Advisors, Inc | 328 | $5,000 | 0.00% | +132+67.3% | 加碼 |
| Coastal Capital Group, Inc. | 360 | $5,000 | 0.00% | +300+500.0% | 加碼 |
| NewSquare Capital LLC | 425 | $6,000 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 442 | $6,000 | 0.00% | +401+978.0% | 加碼 |
| Covestor Ltd | 400 | $6,000 | 0.01% | +400 | 新進 |
| Global Wealth Management Investment Advisory, Inc. | 498 | $7,000 | 0.00% | −450−47.5% | 減碼 |
| Cribstone Capital Management, LLC | 525 | $7,000 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 603 | $8,000 | 0.00% | +2+0.3% | 加碼 |
| Gemmer Asset Management LLC | 535 | $8,000 | 0.00% | +332+163.5% | 加碼 |
| Centerpoint Advisors, LLC | 600 | $9,000 | 0.00% | −400−40.0% | 減碼 |
| Glassman Wealth Services | 633 | $9,000 | 0.00% | −20−3.1% | 減碼 |
| Sageworth Trust Co of South Dakota | 660 | $9,000 | 0.01% | +660 | 新進 |
| AdvisorNet Financial, Inc | 700 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 668 | $1.00 萬 | 0.00% | +343+105.5% | 加碼 |
| Signaturefd, LLC | 878 | $1.30 萬 | 0.00% | +358+68.8% | 加碼 |
| Toronto Dominion Bank | 960 | $1.40 萬 | 0.00% | −15,123−94.0% | 減碼 |
| National Bank of Canada | 1,000 | $1.40 萬 | 0.00% | +1,000 | 新進 |
| PSI Advisors, LLC | 1,000 | $1.40 萬 | 0.01% | +1,000 | 新進 |
| FSC Wealth Advisors, LLC | 1,000 | $1.40 萬 | 0.01% | +1,000 | 新進 |
| TD Private Client Wealth LLC | 1,000 | $1.42 萬 | 0.00% | 00.0% | 不變 |
| Baystate Wealth Management LLC | 1,120 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Charter Oak Capital Management, LLC | 1,122 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 1,152 | $1.64 萬 | 0.00% | 00.0% | 不變 |
| Emfo, LLC | 1,250 | $1.80 萬 | 0.02% | 00.0% | 不變 |
| IFP Advisors, Inc | 1,292 | $1.80 萬 | 0.00% | +992+330.7% | 加碼 |
| NEXT Financial Group, Inc | 1,320 | $1.90 萬 | 0.00% | +202+18.1% | 加碼 |
| Clearview Wealth Advisors LLC | 1,400 | $2.00 萬 | 0.01% | +100+7.7% | 加碼 |
| Proequities, Inc. | 1,416 | $2.00 萬 | 0.00% | +200+16.4% | 加碼 |
| Westside Investment Management, Inc. | 1,450 | $2.00 萬 | 0.00% | +600+70.6% | 加碼 |
| Investors Research Corp | 1,500 | $2.10 萬 | 0.01% | 00.0% | 不變 |
| First Quadrant L P | 1,600 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| Archer Investment Corp | 1,803 | $2.57 萬 | 0.01% | 00.0% | 不變 |
| Signet Financial Management, LLC | 1,850 | $2.60 萬 | 0.00% | +1,850 | 新進 |
| Zullo Investment Group, Inc. | 1,900 | $2.70 萬 | 0.01% | +1,900 | 新進 |
| Covington Capital Management | 2,000 | $2.80 萬 | 0.00% | 00.0% | 不變 |
| Canton Hathaway, LLC | 2,000 | $2.80 萬 | 0.01% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 2,000 | $2.85 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 2,093 | $2.90 萬 | 0.00% | +1,250+148.3% | 加碼 |
| Sandy Cove Advisors, LLC | 2,075 | $3.00 萬 | 0.03% | +2,075 | 新進 |
| Allworth Financial LP | 2,224 | $3.20 萬 | 0.00% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 2,264 | $3.20 萬 | 0.01% | 00.0% | 不變 |
| Spire Wealth Management | 2,278 | $3.20 萬 | 0.00% | +308+15.6% | 加碼 |
| Umb Bank N A | 2,282 | $3.20 萬 | 0.00% | +2,282 | 新進 |
| West Branch Capital LLC | 2,300 | $3.30 萬 | 0.01% | 00.0% | 不變 |
| Migdal Insurance & Financial Holdings Ltd. | 2,484 | $3.50 萬 | 0.00% | +40+1.6% | 加碼 |
| Brewin Dolphin Ltd | 2,500 | $3.60 萬 | 0.00% | 00.0% | 不變 |
| Cambridge Trust Co | 3,320 | $4.70 萬 | 0.00% | +3,320 | 新進 |
| Shay Capital LLC | 3,400 | $4.80 萬 | 0.02% | +3,400 | 新進 |
| Snowden Capital Advisors LLC | 3,648 | $5.10 萬 | 0.00% | +3,648 | 新進 |
| Lazard Asset Management LLC | 3,773 | $5.30 萬 | 0.00% | +3,773 | 新進 |
| Parallel Advisors, LLC | 3,875 | $5.50 萬 | 0.00% | +1,034+36.4% | 加碼 |
| FourThought Financial, LLC | 4,000 | $5.70 萬 | 0.01% | 00.0% | 不變 |
| Eaton Vance Management | 4,183 | $6.00 萬 | 0.00% | +111+2.7% | 加碼 |
| Steward Partners Investment Advisory, LLC | 4,315 | $6.10 萬 | 0.00% | −4,730−52.3% | 減碼 |
| Deseret Mutual Benefit Administrators | 4,601 | $6.60 萬 | 0.01% | 00.0% | 不變 |
| Crewe Advisors LLC | 4,869 | $6.90 萬 | 0.01% | 00.0% | 不變 |
| Shell Asset Management Co | 5,429 | $7.70 萬 | 0.00% | −82−1.5% | 減碼 |
| Neo Ivy Capital Management | 5,604 | $8.00 萬 | 0.11% | +5,604 | 新進 |
| Sage Private Wealth Group, LLC | 6,172 | $8.70 萬 | 0.11% | 00.0% | 不變 |
| Meeder Asset Management Inc | 6,383 | $9.10 萬 | 0.01% | +2,367+58.9% | 加碼 |
| Captrust Financial Advisors | 6,522 | $9.30 萬 | 0.00% | −68−1.0% | 減碼 |
| Schroder Investment Management Group | 7,312 | $10.5 萬 | 0.00% | +248+3.5% | 加碼 |
| Freedman Financial Associates, Inc. | 8,000 | $11.4 萬 | 0.08% | 00.0% | 不變 |
| CWM, LLC | 8,067 | $11.5 萬 | 0.00% | +8,067 | 新進 |
| Northwestern Mutual Wealth Management Co | 8,361 | $12.0 萬 | 0.00% | +2,987+55.6% | 加碼 |
