| Umb Bank N A | 914 | $1.91 萬 | 0.00% | +28+3.2% | 加碼 |
| Signaturefd, LLC | 906 | $1.89 萬 | 0.00% | +514+131.1% | 加碼 |
| Jones Financial Companies LLLP | 860 | $1.88 萬 | 0.00% | +171+24.8% | 加碼 |
| Farther Finance Advisors, LLC | 869 | $1.82 萬 | 0.00% | −52−5.6% | 減碼 |
| Massmutual Trust Co FSB | 719 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Harbor Capital Advisors, Inc. | 737 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 685 | $1.43 萬 | 0.00% | +685 | 新進 |
| Salomon & Ludwin, LLC | 668 | $1.41 萬 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 585 | $1.25 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 573 | $1.20 萬 | 0.00% | +573 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 541 | $1.13 萬 | 0.00% | −2,158−80.0% | 減碼 |
| Exchange Traded Concepts, LLC | 519 | $1.09 萬 | 0.00% | −329−38.8% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 468 | $9,879 | 0.00% | 00.0% | 不變 |
| Fortis Group Advisors, LLC | 450 | $9,410 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 411 | $8,595 | 0.00% | −106−20.5% | 減碼 |
| Cedar Mountain Advisors, LLC | 371 | $7,757 | 0.00% | +3+0.8% | 加碼 |
| Bare Financial Services, Inc | 335 | $7,005 | 0.00% | +196+141.0% | 加碼 |
| Rothschild Investment LLC | 254 | $5,311 | 0.00% | −23−8.3% | 減碼 |
| SJS Investment Consulting Inc. | 249 | $5,207 | 0.00% | +249 | 新進 |
| Danske Bank A/S | 200 | $4,182 | 0.00% | 00.0% | 不變 |
| Silver Grove Financial Group, Inc. | 194 | $4,060 | 0.00% | +194 | 新進 |
| Caitong International Asset Management Co., Ltd | 192 | $4,015 | 0.00% | +163+562.1% | 加碼 |
| Ares Financial Consulting, LLC | 190 | $3,973 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 159 | $3,325 | 0.00% | +23+16.9% | 加碼 |
| Keating Financial Advisory Services, Inc. | 145 | $3,032 | 0.00% | +68+88.3% | 加碼 |
| EverSource Wealth Advisors, LLC | 128 | $2,676 | 0.00% | −1,895−93.7% | 減碼 |
| Parallel Advisors, LLC | 128 | $2,676 | 0.00% | +51+66.2% | 加碼 |
| High Note Wealth, LLC | 118 | $2,467 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 114 | $2,384 | 0.00% | +9+8.6% | 加碼 |
| Moisand Fitzgerald Tamayo, LLC | 97 | $2,029 | 0.00% | 00.0% | 不變 |
| Quent Capital, LLC | 87 | $1,819 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 84 | $1,756 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 70 | $1,464 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 66 | $1,381 | 0.00% | +66 | 新進 |
| Covestor Ltd | 30 | $1,000 | 0.00% | +24+400.0% | 加碼 |
| Prestige Wealth Management Group LLC | 42 | $887 | 0.00% | +25+147.1% | 加碼 |
| Parkside Financial Bank & Trust | 42 | $879 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 39 | $816 | 0.00% | 00.0% | 不變 |
| Action Point Financial Planning, LLC | 37 | $753 | 0.00% | +37 | 新進 |
| Raffa Wealth Management, LLC | 35 | $732 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 29 | $606 | 0.00% | +29 | 新進 |
| Rossby Financial, LCC | 27 | $565 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, National Association | 27 | $565 | 0.00% | +27 | 新進 |
| Buck Wealth Strategies, LLC | 26 | $544 | 0.00% | +26 | 新進 |
| Fulcrum Asset Management LLP | 20 | $429 | 0.00% | +20 | 新進 |
| JFS Wealth Advisors, LLC | 18 | $380 | 0.00% | +18 | 新進 |
| Gilpin Wealth Management, LLC | 18 | $377 | 0.00% | 00.0% | 不變 |
| Ankerstar Wealth, LLC | 14 | $296 | 0.00% | 00.0% | 不變 |
| Dunhill Financial, LLC | 7 | $147 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 7 | $146 | 0.00% | 00.0% | 不變 |
| Davis Capital Management | 7 | $146 | 0.00% | +7 | 新進 |
| Signature Equity Partners, LLC | 6 | $125 | 0.00% | 00.0% | 不變 |
| Silicon Valley Capital Partners | 5 | $106 | 0.00% | 00.0% | 不變 |
| Essential Partners LLC | 4 | $84 | 0.00% | −7−63.6% | 減碼 |
| BOK Financial Private Wealth, Inc. | 0 | $55 | 0.00% | 0 | 不變 |
| Hughes Financial Services, LLC | 2 | $42 | 0.00% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 1 | $21 | 0.00% | 00.0% | 不變 |
| Evolution Advisers, Inc. | 21 | $0 | 0.00% | +21 | 新進 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −2,123,552−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −2,023,884−100.0% | 清倉 |
| Northwood Liquid Management LP | 0 | $0 | 0.00% | −1,689,278−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −932,559−100.0% | 清倉 |
| Nan Fung Trinity (HK) Ltd | 0 | $0 | 0.00% | −458,100−100.0% | 清倉 |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −106,677−100.0% | 清倉 |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −74,527−100.0% | 清倉 |
| STRS Ohio | 0 | $0 | 0.00% | −48,400−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −36,825−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −29,217−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −18,019−100.0% | 清倉 |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −16,988−100.0% | 清倉 |
| LPL Financial LLC | 0 | $0 | 0.00% | −10,103−100.0% | 清倉 |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −3,439−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −1,621−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −490−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −450−100.0% | 清倉 |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −410−100.0% | 清倉 |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −339−100.0% | 清倉 |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −109−100.0% | 清倉 |
| MAI Capital Management | 0 | $0 | 0.00% | −83−100.0% | 清倉 |
| Abound Wealth Management | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Janus Henderson Group PLC | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
