| BOK Financial Private Wealth, Inc. | 0 | $46 | 0.00% | −37−100.0% | 減碼 |
| Column Capital Advisors, LLC | 1 | $128 | 0.00% | +1 | 新進 |
| Lee Financial Co | 3 | $384 | 0.00% | 00.0% | 不變 |
| My Personal CFO, LLC | 3 | $384 | 0.00% | +3 | 新進 |
| True Wealth Design, LLC | 4 | $512 | 0.00% | +4 | 新進 |
| CVA Family Office, LLC | 5 | $640 | 0.00% | −15−75.0% | 減碼 |
| Albion Financial Group | 6 | $767 | 0.00% | 00.0% | 不變 |
| New Millennium Group LLC | 6 | $767 | 0.00% | +6 | 新進 |
| Abound Wealth Management | 6 | $768 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 8 | $1,000 | 0.00% | +8 | 新進 |
| Sageworth Trust Co | 4 | $1,000 | 0.00% | +4 | 新進 |
| Bell Investment Advisors, Inc | 8 | $1,023 | 0.00% | −4−33.3% | 減碼 |
| Raffa Wealth Management, LLC | 8 | $1,023 | 0.00% | 00.0% | 不變 |
| West Paces Advisors Inc. | 8 | $1,023 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 9 | $1,151 | 0.00% | 00.0% | 不變 |
| Tucker Asset Management LLC | 9 | $1,158 | 0.00% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 11 | $1,407 | 0.00% | +11 | 新進 |
| BerganKDV Wealth Management, LLC | 13 | $1,607 | 0.00% | −1−7.1% | 減碼 |
| M&R Capital Management Inc | 13 | $1,701 | 0.00% | +13 | 新進 |
| Whittier Trust Co of Nevada Inc | 14 | $1,790 | 0.00% | +14 | 新進 |
| Sofos Investments, Inc. | 128 | $1,913 | 0.02% | −208−61.9% | 減碼 |
| Disciplined Investments, LLC | 16 | $2,047 | 0.00% | −6−27.3% | 減碼 |
| HighMark Wealth Management LLC | 18 | $2,302 | 0.00% | −15−45.5% | 減碼 |
| Zions Bancorporation, N.A. | 19 | $2,430 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 21 | $2,686 | 0.00% | +5+31.3% | 加碼 |
| Glass Jacobson Investment Advisors llc | 22 | $2,814 | 0.00% | +22 | 新進 |
| Asset Dedication, LLC | 28 | $3,000 | 0.00% | +1+3.7% | 加碼 |
| Financial Management Professionals, Inc. | 25 | $3,000 | 0.00% | 00.0% | 不變 |
| KB Financial Partners, LLC | 27 | $3,000 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 24 | $3,070 | 0.00% | +22+1,100.0% | 加碼 |
| Heritage Wealth Management, LLC | 24 | $3,070 | 0.00% | +24 | 新進 |
| Solstein Capital, LLC | 28 | $3,581 | 0.00% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 30 | $3,837 | 0.00% | 00.0% | 不變 |
| Investors Research Corp | 31 | $3,965 | 0.00% | 00.0% | 不變 |
| Beaird Harris Wealth Management, LLC | 32 | $4,093 | 0.00% | +32 | 新進 |
| JNBA Financial Advisors | 33 | $4,221 | 0.00% | 00.0% | 不變 |
| Gradient Investments LLC | 35 | $4,477 | 0.00% | 00.0% | 不變 |
| WFA of San Diego, LLC | 35 | $4,477 | 0.00% | +35 | 新進 |
| CoreCap Advisors, LLC | 36 | $4,605 | 0.00% | +36 | 新進 |
| RFP Financial Group LLC | 36 | $4,605 | 0.00% | +36 | 新進 |
| Schubert & Co | 39 | $4,988 | 0.00% | +17+77.3% | 加碼 |
| Vigilant Capital Management, LLC | 40 | $5,000 | 0.00% | −51−56.0% | 減碼 |
| Centerpoint Advisors, LLC | 38 | $5,000 | 0.00% | 00.0% | 不變 |
| Red Tortoise LLC | 41 | $5,244 | 0.00% | +41 | 新進 |
| Kelly Financial Services LLC | 45 | $5,756 | 0.00% | 00.0% | 不變 |
| Ellevest, Inc. | 46 | $5,884 | 0.00% | −1−2.1% | 減碼 |
| Concord Wealth Partners | 47 | $6,012 | 0.00% | +47 | 新進 |
| Prestige Wealth Management Group LLC | 49 | $6,305 | 0.00% | 00.0% | 不變 |
| Freedom Wealth Alliance, LLC | 50 | $6,396 | 0.01% | +50 | 新進 |
| Allworth Financial LP | 51 | $6,523 | 0.00% | +10+24.4% | 加碼 |
| JFS Wealth Advisors, LLC | 56 | $7,163 | 0.00% | +27+93.1% | 加碼 |
| Cornerstone Planning Group LLC | 56 | $7,268 | 0.00% | +56 | 新進 |
| Farmers & Merchants Investments Inc | 59 | $7,547 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 60 | $7,675 | 0.00% | −44−42.3% | 減碼 |
| Hexagon Capital Partners LLC | 62 | $7,930 | 0.00% | −5−7.5% | 減碼 |
| Global Retirement Partners, LLC | 63 | $8,041 | 0.00% | +16+34.0% | 加碼 |
| Larson Financial Group LLC | 63 | $8,058 | 0.00% | −43−40.6% | 減碼 |
| JJJ Advisors Inc. | 63 | $8,590 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 69 | $8,826 | 0.00% | −209−75.2% | 減碼 |
| Pinnacle Bancorp, Inc. | 73 | $9,000 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 74 | $9,465 | 0.00% | 00.0% | 不變 |
| Coston, McIsaac & Partners | 81 | $1.00 萬 | 0.00% | +1+1.3% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 80 | $1.00 萬 | 0.00% | +80 | 新進 |
| Distillate Capital Partners LLC | 85 | $1.09 萬 | 1.02% | −42,327−99.8% | 減碼 |
| Arrow Financial Corp | 85 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Clearview Wealth Advisors LLC | 90 | $1.16 萬 | 0.01% | +1+1.1% | 加碼 |
| Oakworth Capital, Inc. | 92 | $1.18 萬 | 0.00% | 00.0% | 不變 |
| GeoWealth Management, LLC | 91 | $1.20 萬 | 0.00% | −4−4.2% | 減碼 |
| Clear Street Markets LLC | 93 | $1.20 萬 | 0.00% | +93 | 新進 |
| Carolinas Wealth Consulting LLC | 97 | $1.24 萬 | 0.00% | 00.0% | 不變 |
| Piershale Financial Group, Inc. | 100 | $1.28 萬 | 0.01% | +100 | 新進 |
| PSI Advisors, LLC | 101 | $1.29 萬 | 0.01% | +1+1.0% | 加碼 |
| First Horizon Advisors, Inc. | 102 | $1.32 萬 | 0.00% | 00.0% | 不變 |
| West Branch Capital LLC | 104 | $1.33 萬 | 0.01% | 00.0% | 不變 |
| DT Investment Partners, LLC | 108 | $1.38 萬 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 108 | $1.38 萬 | 0.01% | +2+1.9% | 加碼 |
| Cribstone Capital Management, LLC | 110 | $1.41 萬 | 0.01% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 115 | $1.47 萬 | 0.00% | 00.0% | 不變 |
| First Manhattan Co | 122 | $1.56 萬 | 0.00% | +122 | 新進 |
| Zullo Investment Group, Inc. | 126 | $1.61 萬 | 0.01% | +1+0.8% | 加碼 |
| Assetmark, Inc | 131 | $1.68 萬 | 0.00% | 00.0% | 不變 |
| Kistler-Tiffany Companies, LLC | 141 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Fortis Capital Advisors, LLC | 149 | $1.91 萬 | 0.01% | +149 | 新進 |
| Whittier Trust Co | 150 | $1.92 萬 | 0.00% | −105−41.2% | 減碼 |
| Baldwin Brothers Inc | 156 | $2.00 萬 | 0.00% | +156 | 新進 |
| Mascoma Wealth Management LLC | 157 | $2.01 萬 | 0.01% | 00.0% | 不變 |
| Tilia Fiduciary Partners, Inc. | 167 | $2.14 萬 | 0.02% | 00.0% | 不變 |
| Avondale Wealth Management | 190 | $2.43 萬 | 0.02% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 191 | $2.44 萬 | 0.00% | −36−15.9% | 減碼 |
| State of Wyoming | 196 | $2.51 萬 | 0.01% | −3−1.5% | 減碼 |
| City Holding Co | 200 | $2.56 萬 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 200 | $2.56 萬 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 202 | $2.58 萬 | 0.00% | 00.0% | 不變 |
| South State Corp. | 210 | $2.69 萬 | 0.00% | 00.0% | 不變 |
| ICA Group Wealth Management, LLC | 221 | $2.83 萬 | 0.01% | +221 | 新進 |
| Washington Trust Co | 245 | $3.13 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 250 | $3.20 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 250 | $3.23 萬 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 251 | $3.24 萬 | 0.00% | −13−4.9% | 減碼 |
| Deseret Mutual Benefit Administrators | 262 | $3.35 萬 | 0.01% | −257−49.5% | 減碼 |