| Hemington Wealth Management | 179 | $1.60 萬 | 0.00% | +4+2.3% | 加碼 |
| Rocky Mountain Advisers, LLC | 166 | $1.56 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 155 | $1.45 萬 | 0.00% | +101+187.0% | 加碼 |
| Quest Partners LLC | 147 | $1.38 萬 | 0.00% | +147 | 新進 |
| Parkside Financial Bank & Trust | 142 | $1.33 萬 | 0.00% | +25+21.4% | 加碼 |
| Advisory Services Network, LLC | 133 | $1.25 萬 | 0.00% | +133 | 新進 |
| Rise Advisors, LLC | 128 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Richardson Capital Management LLC | 125 | $1.17 萬 | 0.01% | 00.0% | 不變 |
| Assetmark, Inc | 123 | $1.15 萬 | 0.00% | +6+5.1% | 加碼 |
| Massmutual Trust Co FSB | 118 | $1.11 萬 | 0.00% | 00.0% | 不變 |
| Private Wealth Management Group, LLC | 108 | $1.01 萬 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 106 | $9,934 | 0.00% | +104+5,200.0% | 加碼 |
| Parallel Advisors, LLC | 101 | $9,465 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 100 | $9,371 | 0.00% | 00.0% | 不變 |
| Root Financial Partners, LLC | 96 | $8,996 | 0.00% | +96 | 新進 |
| Barrow Hanley Mewhinney & Strauss LLC | 91 | $8,528 | 0.00% | +91 | 新進 |
| Bare Financial Services, Inc | 89 | $8,340 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 88 | $8,246 | 0.00% | 00.0% | 不變 |
| Park Place Capital Corp | 86 | $8,059 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 80 | $7,498 | 0.00% | +53+196.3% | 加碼 |
| Highline Wealth Partners LLC | 80 | $7,497 | 0.00% | 00.0% | 不變 |
| Optiver Holding B.V. | 79 | $7,403 | 0.00% | +26+49.1% | 加碼 |
| Caitlin John, LLC | 76 | $7,086 | 0.00% | +76 | 新進 |
| IFP Advisors, Inc | 75 | $7,028 | 0.00% | +5+7.1% | 加碼 |
| Bellevue Asset Management, LLC | 74 | $6,934 | 0.00% | +8+12.1% | 加碼 |
| Rothschild Investment LLC | 70 | $6,560 | 0.00% | −20−22.2% | 減碼 |
| Strategic Wealth Partners, Ltd. | 67 | $6,279 | 0.00% | 00.0% | 不變 |
| Brown, Lisle/Cummings, Inc. | 66 | $6,185 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 66 | $6,185 | 0.00% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 66 | $6,116 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 68 | $6,000 | 0.00% | +42+161.5% | 加碼 |
| Farmers & Merchants Investments Inc | 63 | $5,904 | 0.00% | 00.0% | 不變 |
| High Note Wealth, LLC | 55 | $5,154 | 0.00% | +1+1.9% | 加碼 |
| JFS Wealth Advisors, LLC | 49 | $4,592 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 45 | $4,217 | 0.00% | +2+4.7% | 加碼 |
| Oakworth Capital, Inc. | 36 | $3,374 | 0.00% | 00.0% | 不變 |
| Steigerwald, Gordon & Koch Inc. | 33 | $3,092 | 0.00% | +33 | 新進 |
| Fairman Group, LLC | 26 | $2,436 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 23 | $2,155 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 19 | $1,781 | 0.00% | +5+35.7% | 加碼 |
| Sunbelt Securities, Inc. | 18 | $1,687 | 0.00% | +18 | 新進 |
| Larson Financial Group LLC | 17 | $1,593 | 0.00% | +11+183.3% | 加碼 |
| Newbridge Financial Services Group, Inc. | 17 | $1,548 | 0.00% | +17 | 新進 |
| Fortitude Family Office, LLC | 15 | $1,406 | 0.00% | 00.0% | 不變 |
| DiNuzzo Private Wealth, Inc. | 13 | $1,287 | 0.00% | 00.0% | 不變 |
| Aventura Private Wealth, LLC | 13 | $1,218 | 0.00% | 00.0% | 不變 |
| Medallion Wealth Advisors, LLC | 13 | $1,218 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 12 | $1,125 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 11 | $1,030 | 0.00% | 00.0% | 不變 |
| Rialto Wealth Management, LLC | 10 | $938 | 0.00% | +2+25.0% | 加碼 |
| Atlantic Trust, LLC | 9 | $844 | 0.00% | 00.0% | 不變 |
| Scarborough Advisors, LLC | 8 | $750 | 0.00% | 00.0% | 不變 |
| Retirement Wealth Solutions LLC | 8 | $750 | 0.00% | +8 | 新進 |
| SJS Investment Consulting Inc. | 7 | $656 | 0.00% | 00.0% | 不變 |
| JPL Wealth Management, LLC | 5 | $469 | 0.00% | +5 | 新進 |
| HFM Investment Advisors, LLC | 3 | $281 | 0.00% | 00.0% | 不變 |
| Bay Harbor Wealth Management, LLC | 3 | $281 | 0.00% | +1+50.0% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $188 | 0.00% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 1 | $94 | 0.00% | +1 | 新進 |
| Smallwood Wealth Investment Management, LLC | 0 | $10 | 0.00% | 0 | 不變 |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 6 | $0 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | 不變 |
| Cloud Capital Management, LLC | 4 | $0 | 0.00% | +4 | 新進 |
| Johnson Investment Counsel Inc | 1,107 | – | – | +1,107 | 新進 |
| River Road Asset Management, LLC | 0 | $0 | 0.00% | −66,639−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −34,297−100.0% | 清倉 |
| American Century Companies Inc | 0 | $0 | 0.00% | −12,690−100.0% | 清倉 |
| Man Group plc | 0 | $0 | 0.00% | −7,973−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −6,088−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −5,341−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −5,150−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −4,856−100.0% | 清倉 |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −3,579−100.0% | 清倉 |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −3,464−100.0% | 清倉 |
| MQS Management LLC | 0 | $0 | 0.00% | −3,448−100.0% | 清倉 |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −3,168−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −2,753−100.0% | 清倉 |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −2,474−100.0% | 清倉 |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −2,295−100.0% | 清倉 |
| American National Bank | 0 | $0 | 0.00% | −1,853−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −272−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −121−100.0% | 清倉 |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Garde Capital, Inc. | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Norges Bank | – | – | – | – | 本季未申報 |
| CIBC World Markets Corp | – | – | – | – | 本季未申報 |
| First Horizon Advisors, Inc. | – | – | – | – | 本季未申報 |
| Parkworth Wealth Management, Inc. | – | – | – | – | 本季未申報 |
