| Abound Wealth Management | 2 | $711 | 0.00% | 00.0% | 不變 |
| West Paces Advisors Inc. | 2 | $711 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 2 | $711 | 0.00% | +2 | 新進 |
| Transamerica Financial Advisors, Inc. | 1 | $1,000 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 3 | $1,066 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 4 | $1,422 | 0.00% | −22−84.6% | 減碼 |
| Plante Moran Financial Advisors, LLC | 4 | $1,422 | 0.00% | −7−63.6% | 減碼 |
| North Star Investment Management Corp. | 4 | $1,422 | 0.00% | +4 | 新進 |
| EWG Elevate Inc. | 4 | $1,422 | 0.00% | +4 | 新進 |
| Concord Wealth Partners | 4 | $1,422 | 0.00% | +4 | 新進 |
| Legend Financial Advisors, Inc. | 5 | $1,777 | 0.00% | 00.0% | 不變 |
| ICA Group Wealth Management, LLC | 5 | $1,777 | 0.00% | +5 | 新進 |
| Financial Management Professionals, Inc. | 7 | $2,000 | 0.00% | +2+40.0% | 加碼 |
| Sierra Capital LLC | 5 | $2,000 | 0.00% | 00.0% | 不變 |
| Grey Fox Wealth Advisors, LLC | 7 | $2,488 | 0.00% | +7 | 新進 |
| Lee Financial Co | 8 | $2,843 | 0.00% | −37−82.2% | 減碼 |
| Bourgeon Capital Management LLC | 8 | $2,843 | 0.00% | 00.0% | 不變 |
| Truvestments Capital LLC | 8 | $2,843 | 0.00% | +8 | 新進 |
| Accel Wealth Management | 9 | $3,199 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 10,332 | $3,672 | 0.00% | −1,054−9.3% | 減碼 |
| Cambridge Trust Co | 12 | $4,000 | 0.00% | 00.0% | 不變 |
| American National Bank | 12 | $4,000 | 0.00% | +2+20.0% | 加碼 |
| RWM Asset Management, LLC | 12 | $4,265 | 0.00% | 00.0% | 不變 |
| Disciplined Investments, LLC | 13 | $4,620 | 0.00% | −2−13.3% | 減碼 |
| Beaird Harris Wealth Management, LLC | 13 | $4,620 | 0.00% | +13 | 新進 |
| Colonial Trust Advisors | 14 | $4,976 | 0.00% | +14 | 新進 |
| Heritage Wealth Management, LLC | 14 | $4,976 | 0.00% | +14 | 新進 |
| Ancora Advisors, LLC | 13 | $5,000 | 0.00% | +3+30.0% | 加碼 |
| Cullen/Frost Bankers, Inc. | 15 | $5,331 | 0.00% | 00.0% | 不變 |
| Carmichael Hill & Associates, Inc. | 15 | $5,331 | 0.00% | 00.0% | 不變 |
| Aspire Private Capital, LLC | 15 | $5,331 | 0.00% | 00.0% | 不變 |
| MV Capital Management, Inc. | 16 | $5,687 | 0.00% | +5+45.5% | 加碼 |
| TD Ameritrade Investment Management, LLC | 18 | $6,000 | 0.00% | −5−21.7% | 減碼 |
| TSFG, LLC | 18 | $6,000 | 0.00% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 457 | $6,000 | 0.00% | +443+3,164.3% | 加碼 |
| SJS Investment Consulting Inc. | 17 | $6,042 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 18 | $6,398 | 0.00% | +2+12.5% | 加碼 |
| My Personal CFO, LLC | 19 | $6,753 | 0.01% | +19 | 新進 |
| Tilia Fiduciary Partners, Inc. | 20 | $7,108 | 0.01% | −20−50.0% | 減碼 |
| Crewe Advisors LLC | 21 | $7,464 | 0.00% | −29−58.0% | 減碼 |
| Raleigh Capital Management Inc. | 23 | $8,174 | 0.00% | +17+283.3% | 加碼 |
| Raffa Wealth Management, LLC | 25 | $8,886 | 0.00% | 00.0% | 不變 |
| Quarry LP | 26 | $9,241 | 0.01% | +26 | 新進 |
| Trust Co of Vermont | 28 | $9,952 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 28 | $9,952 | 0.00% | +28 | 新進 |
| Credit Agricole S A | 30 | $1.07 萬 | 0.00% | −5,958−99.5% | 減碼 |
| Macroview Investment Management LLC | 33 | $1.17 萬 | 0.02% | −4−10.8% | 減碼 |
| Brown Brothers Harriman & Co | 34 | $1.21 萬 | 0.00% | 00.0% | 不變 |
| Distillate Capital Partners LLC | 36 | $1.28 萬 | 1.20% | −25,825−99.9% | 減碼 |
| Bell Investment Advisors, Inc | 36 | $1.28 萬 | 0.00% | +7+24.1% | 加碼 |
| Your Advocates Ltd., LLP | 37 | $1.32 萬 | 0.01% | 00.0% | 不變 |
| Schubert & Co | 38 | $1.35 萬 | 0.01% | +3+8.6% | 加碼 |
| RFP Financial Group LLC | 38 | $1.35 萬 | 0.01% | +38 | 新進 |
| Creative Financial Designs Inc | 40 | $1.42 萬 | 0.00% | 00.0% | 不變 |
| Laurel Wealth Advisors LLC | 40 | $1.42 萬 | 0.00% | 00.0% | 不變 |
| Riverview Trust Co | 43 | $1.50 萬 | 0.01% | +43 | 新進 |
| Earnest Partners LLC | 43 | $1.53 萬 | 0.00% | 00.0% | 不變 |
| MCF Advisors LLC | 43 | $1.53 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 44 | $1.60 萬 | 0.01% | 00.0% | 不變 |
| Retirement Group, LLC | 44 | $1.60 萬 | 0.01% | +44 | 新進 |
| Sofos Investments, Inc. | 355 | $1.64 萬 | 0.17% | −2,075−85.4% | 減碼 |
| Vigilant Capital Management, LLC | 49 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Sutton Wealth Advisors Inc. | 49 | $1.74 萬 | 0.01% | 00.0% | 不變 |
| Antonetti Capital Management LLC | 50 | $1.78 萬 | 0.02% | 00.0% | 不變 |
| Cassady Schiller Wealth Management, LLC | 50 | $1.78 萬 | 0.01% | +50 | 新進 |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 50 | $1.80 萬 | 0.16% | −50−50.0% | 減碼 |
| Front Row Advisors LLC | 50 | $1.80 萬 | 0.01% | −9−15.3% | 減碼 |
| Resources Management Corp | 50 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Bank of New Hampshire | 50 | $1.80 萬 | 0.01% | 00.0% | 不變 |
| Asset Dedication, LLC | 50 | $1.80 萬 | 0.00% | +50 | 新進 |
| Carolinas Wealth Consulting LLC | 55 | $1.95 萬 | 0.00% | +50+1,000.0% | 加碼 |
| Arlington Partners LLC | 56 | $1.99 萬 | 0.00% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 56 | $1.99 萬 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 56 | $1.99 萬 | 0.00% | +5+9.8% | 加碼 |
| Zions Bancorporation, N.A. | 56 | $1.99 萬 | 0.00% | +7+14.3% | 加碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 55 | $2.00 萬 | 0.01% | 00.0% | 不變 |
| Seldon Capital LP | 58 | $2.06 萬 | 0.02% | 00.0% | 不變 |
| Elequin Capital LP | 58 | $2.06 萬 | 0.01% | +58 | 新進 |
| Centerpoint Advisors, LLC | 60 | $2.10 萬 | 0.01% | 00.0% | 不變 |
| Baystate Wealth Management LLC | 62 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| Live Oak Investment Partners | – | $2.31 萬 | 0.02% | – | 新進 |
| Colonial Trust Co | 65 | $2.31 萬 | 0.01% | +65 | 新進 |
| Twin Lakes Capital Management, LLC | 66 | $2.35 萬 | 0.02% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 67 | $2.40 萬 | 0.00% | −13−16.3% | 減碼 |
| Proequities, Inc. | 69 | $2.45 萬 | 0.00% | +8+13.1% | 加碼 |
| Clear Street Markets LLC | 70 | $2.50 萬 | 0.01% | −1,558−95.7% | 減碼 |
| Jones Financial Companies LLLP | 70 | $2.50 萬 | 0.00% | −80−53.3% | 減碼 |
| Ogorek Anthony Joseph | 72 | $2.50 萬 | 0.01% | 00.0% | 不變 |
| First Manhattan Co | 74 | $2.63 萬 | 0.00% | −1,505−95.3% | 減碼 |
| Knott David M Jr | 78 | $2.80 萬 | 0.01% | 00.0% | 不變 |
| Center for Financial Planning, Inc. | 80 | $2.84 萬 | 0.01% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 84 | $2.99 萬 | 0.00% | +26+44.8% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 86 | $3.10 萬 | 0.00% | +33+62.3% | 加碼 |
| Baker Avenue Asset Management, LP | 88 | $3.13 萬 | 0.00% | +88 | 新進 |
| Jackson, Grant Investment Advisers, Inc. | 89 | $3.16 萬 | 0.02% | 00.0% | 不變 |
| Bangor Savings Bank | 90 | $3.20 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 95 | $3.38 萬 | 0.00% | +44+86.3% | 加碼 |
| HBC Financial Services, PLLC | 95 | $3.40 萬 | 0.03% | −60−38.7% | 減碼 |
| Beacon Capital Management, LLC | 100 | $3.55 萬 | 0.01% | 00.0% | 不變 |
| Delta Asset Management LLC | 100 | $3.55 萬 | 0.00% | +100 | 新進 |