| Summit Wealth Group, LLC | 13,512 | $0 | 0.00% | +13,512 | 新進 |
| North Star Investment Management Corp. | 1 | $346 | 0.00% | 00.0% | 不變 |
| WestEnd Advisors, LLC | – | $346 | 0.00% | – | – |
| Gradient Investments LLC | 1 | $346 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 1 | $347 | 0.00% | 00.0% | 不變 |
| 25 LLC | 1 | $368 | 0.00% | +1 | 新進 |
| Sofos Investments, Inc. | 346 | $473 | 0.02% | +346 | 新進 |
| Clean Yield Group | 2 | $693 | 0.00% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 2 | $693 | 0.00% | +2 | 新進 |
| USA Financial Portformulas Corp | 2 | $693 | 0.00% | +2 | 新進 |
| TFC Financial Management | 2 | $693 | 0.00% | +2 | 新進 |
| Atticus Wealth Management, LLC | 2 | $694 | 0.00% | −2−50.0% | 減碼 |
| PEAK6 Investments LLC | 3 | $906 | 0.00% | +1+50.0% | 加碼 |
| ClariVest Asset Management LLC | 3 | $1,000 | 0.00% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 2 | $1,000 | 0.00% | 00.0% | 不變 |
| Penserra Capital Management LLC | 4 | $1,000 | 0.00% | 00.0% | 不變 |
| SkyView Investment Advisors, LLC | 2 | $1,000 | 0.00% | +2 | 新進 |
| Mascoma Wealth Management LLC | 3 | $1,084 | 0.00% | −50−94.3% | 減碼 |
| Ameritas Advisory Services, LLC | 4 | $1,213 | 0.00% | +4 | 新進 |
| Financial Synergies Wealth Advisors, Inc. | 4 | $1,386 | 0.00% | 00.0% | 不變 |
| Longfellow Investment Management Co LLC | 4 | $1,386 | 0.00% | 00.0% | 不變 |
| ICA Group Wealth Management, LLC | 4 | $1,386 | 0.00% | 00.0% | 不變 |
| Antonetti Capital Management LLC | 4 | $1,386 | 0.00% | +3+300.0% | 加碼 |
| Jackson, Grant Investment Advisers, Inc. | 4 | $1,386 | 0.00% | +4 | 新進 |
| Stonebridge Capital Advisors LLC | 5 | $1,732 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 5 | $1,732 | 0.00% | +5 | 新進 |
| Prestige Wealth Management Group LLC | 5 | $1,733 | 0.00% | −6−54.5% | 減碼 |
| Clearstead Advisors, LLC | 6 | $2,079 | 0.00% | +6 | 新進 |
| Baystate Wealth Management LLC | 6 | $2,084 | 0.00% | 00.0% | 不變 |
| Baldwin Brothers Inc | 7 | $2,425 | 0.00% | 00.0% | 不變 |
| Sutton Wealth Advisors Inc. | 7 | $2,425 | 0.00% | 00.0% | 不變 |
| Disciplined Investments, LLC | 8 | $2,772 | 0.00% | +4+100.0% | 加碼 |
| Psagot Value Holdings Ltd. / (Israel) | 8 | $3,000 | 0.00% | +8 | 新進 |
| Versant Capital Management, Inc | 10 | $3,454 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 10 | $3,466 | 0.00% | +2+25.0% | 加碼 |
| IFP Advisors, Inc | 39 | $3,627 | 0.00% | −135−77.6% | 減碼 |
| PFG Private Wealth Management, LLC | 11 | $3,811 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 11 | $3,812 | 0.00% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 11 | $4,000 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 11 | $4,000 | 0.00% | +11 | 新進 |
| Central Bank & Trust Co | 12 | $4,157 | 0.00% | +12 | 新進 |
| Raffa Wealth Management, LLC | 12 | $4,158 | 0.00% | 00.0% | 不變 |
| NewSquare Capital LLC | 12 | $4,158 | 0.00% | +12 | 新進 |
| Harbor Investment Advisory, LLC | 13 | $4,504 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 13 | $4,504 | 0.00% | 00.0% | 不變 |
| Morgan Dempsey Capital Management LLC | 14 | $4,851 | 0.00% | 00.0% | 不變 |
| Ranger Investment Management, L.P. | 17 | $5,890 | 0.00% | 00.0% | 不變 |
| JNBA Financial Advisors | 17 | $5,890 | 0.00% | +17 | 新進 |
| Logan Capital Management Inc | 17 | $5,906 | 0.00% | 00.0% | 不變 |
| Schubert & Co | 18 | $6,237 | 0.01% | +6+50.0% | 加碼 |
| BDO Wealth Advisors, LLC | 18 | $6,237 | 0.00% | +18 | 新進 |
| AdvisorNet Financial, Inc | 19 | $6,583 | 0.00% | +4+26.7% | 加碼 |
| Dark Forest Capital Management LP | 19 | $6,583 | 0.00% | +19 | 新進 |
| CVA Family Office, LLC | 20 | $6,929 | 0.00% | +20 | 新進 |
| Ronald Blue Trust, Inc. | 27 | $7,000 | 0.00% | −16−37.2% | 減碼 |
| Dividend Assets Capital, LLC | 31 | $7,000 | 0.00% | 00.0% | 不變 |
| Tucker Asset Management LLC | 21 | $7,276 | 0.00% | +21 | 新進 |
| Rational Advisors LLC | 22 | $7,622 | 0.00% | 00.0% | 不變 |
| West Paces Advisors Inc. | 22 | $7,622 | 0.00% | +20+1,000.0% | 加碼 |
| Core Alternative Capital | 22 | $7,625 | 0.00% | +4+22.2% | 加碼 |
| Global Financial Private Client, LLC | 22 | $7,635 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 24 | $8,315 | 0.00% | 00.0% | 不變 |
| Rise Advisors, LLC | 26 | $9,047 | 0.01% | 00.0% | 不變 |
| Larson Financial Group LLC | 27 | $9,380 | 0.00% | 00.0% | 不變 |
| Financial Perspectives, Inc | 27 | $9,386 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 28 | $9,701 | 0.01% | +28 | 新進 |
| Zions Bancorporation, N.A. | 29 | $1.00 萬 | 0.00% | +7+31.8% | 加碼 |
| JFS Wealth Advisors, LLC | 30 | $1.04 萬 | 0.00% | +6+25.0% | 加碼 |
| Solstein Capital, LLC | 34 | $1.18 萬 | 0.01% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 35 | $1.20 萬 | 0.00% | −1−2.8% | 減碼 |
| TCI Wealth Advisors, Inc. | 36 | $1.25 萬 | 0.00% | 00.0% | 不變 |
| Earnest Partners LLC | 39 | $1.35 萬 | 0.00% | 00.0% | 不變 |
| Red Tortoise LLC | 40 | $1.39 萬 | 0.01% | 00.0% | 不變 |
| DT Investment Partners, LLC | 41 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Annapolis Financial Services, LLC | 46 | $1.59 萬 | 0.00% | 00.0% | 不變 |
| Baillie Gifford & Co | 46 | $1.59 萬 | 0.00% | +6+15.0% | 加碼 |
| Householder Group Estate & Retirement Specialist, LLC | 49 | $1.70 萬 | 0.01% | +49 | 新進 |
| Quent Capital, LLC | 50 | $1.73 萬 | 0.00% | −19−27.5% | 減碼 |
| Riverview Trust Co | 52 | $1.80 萬 | 0.02% | +52 | 新進 |
| Resurgent Financial Advisors LLC | 59 | $2.04 萬 | 0.01% | −30−33.7% | 減碼 |
| Farmers & Merchants Investments Inc | 59 | $2.04 萬 | 0.00% | 00.0% | 不變 |
| Crewe Advisors LLC | 65 | $2.25 萬 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 73 | $2.49 萬 | 0.00% | +73 | 新進 |
| Colonial Trust Co | 75 | $2.56 萬 | 0.01% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 90 | $3.12 萬 | 0.01% | 00.0% | 不變 |
| Addison Advisors LLC | 91 | $3.15 萬 | 0.02% | +8+9.6% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $3.46 萬 | 0.00% | 00.0% | 不變 |
| Contravisory Investment Management, Inc. | 100 | $3.46 萬 | 0.01% | 00.0% | 不變 |
| Northwest Investment Counselors, LLC | 100 | $3.46 萬 | 0.01% | 00.0% | 不變 |
| West Branch Capital LLC | 105 | $3.64 萬 | 0.02% | 00.0% | 不變 |
| Central Trust Co | 106 | $3.67 萬 | 0.00% | −68−39.1% | 減碼 |
| Glen Eagle Advisors, LLC | 110 | $3.81 萬 | 0.01% | 00.0% | 不變 |
| Glassman Wealth Services | 125 | $4.33 萬 | 0.01% | +6+5.0% | 加碼 |
| Mark Sheptoff Financial Planning, LLC | 138 | $4.78 萬 | 0.03% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 140 | $4.85 萬 | 0.01% | −859−86.0% | 減碼 |
| Private Trust Co NA | 144 | $4.99 萬 | 0.01% | −30−17.2% | 減碼 |
| Clear Street Markets LLC | 145 | $5.00 萬 | 0.01% | +70+93.3% | 加碼 |
| First Horizon Advisors, Inc. | 147 | $5.09 萬 | 0.00% | +40+37.4% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 148 | $5.13 萬 | 0.00% | +148 | 新進 |
| WealthPLAN Partners, LLC | 148 | $5.13 萬 | 0.01% | +148 | 新進 |