| Bryn Mawr Trust Co | 46 | $3,967 | 0.00% | +46 | 新進 |
| FWL Investment Management, LLC | 46 | $3,967 | 0.00% | +46 | 新進 |
| Planning Strategies Inc. | 45 | $3,880 | 0.00% | +45 | 新進 |
| Cornerstone Financial Management LLC | 42 | $3,622 | 0.00% | +11+35.5% | 加碼 |
| Valued Wealth Advisors LLC | 41 | $3,536 | 0.00% | +39+1,950.0% | 加碼 |
| Principia Wealth Advisory, LLC | 41 | $3,535 | 0.00% | +1+2.5% | 加碼 |
| WPG Advisers, LLC | 41 | $3,535 | 0.00% | +11+36.7% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 40 | $3,449 | 0.00% | 00.0% | 不變 |
| Aventura Private Wealth, LLC | 40 | $3,449 | 0.00% | 00.0% | 不變 |
| Caitlin John, LLC | 40 | $3,449 | 0.00% | +40 | 新進 |
| Bellevue Asset Management, LLC | 33 | $2,845 | 0.00% | +33 | 新進 |
| Dunhill Financial, LLC | 32 | $2,812 | 0.00% | 00.0% | 不變 |
| Bare Financial Services, Inc | 32 | $2,759 | 0.00% | 00.0% | 不變 |
| Nemes Rush Group LLC | 30 | $2,587 | 0.00% | 00.0% | 不變 |
| South State Corp. | 28 | $2,415 | 0.00% | −3−9.7% | 減碼 |
| Kingdom Financial Group LLC. | 27 | $2,345 | 0.00% | −26−49.1% | 減碼 |
| LRI Investments, LLC | 27 | $2,328 | 0.00% | +27 | 新進 |
| Manchester Capital Management LLC | 26 | $2,242 | 0.00% | 00.0% | 不變 |
| Cromwell Holdings LLC | 25 | $2,156 | 0.00% | 00.0% | 不變 |
| Ameriflex Group, Inc. | 25 | $2,156 | 0.00% | +25 | 新進 |
| Compass Financial Management LLC | 25 | $2,156 | 0.00% | +25 | 新進 |
| Cornerstone Planning Group LLC | 25 | $1,674 | 0.00% | 00.0% | 不變 |
| American Capital Advisory, LLC | 18 | $1,553 | 0.00% | 00.0% | 不變 |
| Dogwood Wealth Management LLC | 17 | $1,466 | 0.00% | +14+466.7% | 加碼 |
| Quarry LP | 16 | $1,380 | 0.00% | −628−97.5% | 減碼 |
| Stone House Investment Management, LLC | 16 | $1,380 | 0.00% | +6+60.0% | 加碼 |
| Raffa Wealth Management, LLC | 16 | $1,380 | 0.00% | +9+128.6% | 加碼 |
| Continuum Advisory, LLC | 14 | $1,207 | 0.00% | +14 | 新進 |
| TD Private Client Wealth LLC | 13 | $1,121 | 0.00% | 00.0% | 不變 |
| Activest Wealth Management | 13 | $1,121 | 0.00% | +10+333.3% | 加碼 |
| Plante Moran Financial Advisors, LLC | 13 | $1,121 | 0.00% | +13 | 新進 |
| Capital Advisors, Ltd. LLC | 7 | $1,000 | 0.00% | 00.0% | 不變 |
| Navigoe, LLC | 23 | $1,000 | 0.00% | +23 | 新進 |
| Abound Wealth Management | 11 | $920 | 0.00% | +2+22.2% | 加碼 |
| Glass Jacobson Investment Advisors llc | 10 | $863 | 0.00% | +10 | 新進 |
| Glen Eagle Advisors, LLC | 10 | $862 | 0.00% | +10 | 新進 |
| DecisionPoint Financial, LLC | 10 | $800 | 0.00% | +10 | 新進 |
| West Paces Advisors Inc. | 9 | $776 | 0.00% | +9 | 新進 |
| McGuire Capital Advisors Inc | 8 | $685 | 0.00% | +8 | 新進 |
| Legacy Bridge, LLC | 7 | $604 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 5 | $431 | 0.00% | 00.0% | 不變 |
| Hughes Financial Services, LLC | 5 | $431 | 0.00% | +2+66.7% | 加碼 |
| IMG Wealth Management, Inc. | 5 | $431 | 0.00% | +5 | 新進 |
| Maryland Capital Advisors Inc. | 4 | $345 | 0.00% | +4 | 新進 |
| IMA Wealth, Inc. | 3 | $259 | 0.00% | −13−81.3% | 減碼 |
| Game Plan Financial Advisors, LLC | 2 | $172 | 0.00% | +2 | 新進 |
| Halbert Hargrove Global Advisors, LLC | 1 | $103 | 0.00% | +1 | 新進 |
| Main Street Group, LTD | 1 | $86 | 0.00% | +1 | 新進 |
| SW Investment Management LLC | 0 | $0 | 0.00% | −900,000−100.0% | 清倉 |
| Burkehill Global Management, LP | 0 | $0 | 0.00% | −800,000−100.0% | 清倉 |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −309,134−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −134,418−100.0% | 清倉 |
| Farallon Capital Management, L.L.C. | 0 | $0 | 0.00% | −104,000−100.0% | 清倉 |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −62,817−100.0% | 清倉 |
| Mubadala Investment Co PJSC | 0 | $0 | 0.00% | −57,607−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −51,731−100.0% | 清倉 |
| GF Fund Management Co. Ltd. | 0 | $0 | 0.00% | −43,738−100.0% | 清倉 |
| Artemis Wealth Advisors, LLC | 0 | $0 | 0.00% | −41,000−100.0% | 清倉 |
| UG Investment Advisers Ltd. | 0 | $0 | 0.00% | −39,326−100.0% | 清倉 |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −37,868−100.0% | 清倉 |
| Soviero Asset Management, LP | 0 | $0 | 0.00% | −37,000−100.0% | 清倉 |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −36,986−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −20,718−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −19,589−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −45,562−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −17,881−100.0% | 清倉 |
| Allstate Corp | 0 | $0 | 0.00% | −16,811−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −16,018−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −10,918−100.0% | 清倉 |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −12,214−100.0% | 清倉 |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −10,616−100.0% | 清倉 |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −9,600−100.0% | 清倉 |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −9,282−100.0% | 清倉 |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −8,306−100.0% | 清倉 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0 | $0 | 0.00% | −8,064−100.0% | 清倉 |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −7,565−100.0% | 清倉 |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −7,332−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −6,225−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −6,199−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −5,878−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −5,759−100.0% | 清倉 |
| Caxton Associates LLP | 0 | $0 | 0.00% | −4,887−100.0% | 清倉 |
| Caption Management, LLC | 0 | $0 | 0.00% | −3,850−100.0% | 清倉 |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −1,363−100.0% | 清倉 |
| Stance Capital LLC | 0 | $0 | 0.00% | −900−100.0% | 清倉 |
| Alphadyne Asset Management LP | 0 | $0 | 0.00% | −615−100.0% | 清倉 |
| Golden State Equity Partners | 0 | $0 | 0.00% | −351−100.0% | 清倉 |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −328−100.0% | 清倉 |
| Joseph Group Capital Management | 0 | $0 | 0.00% | −153−100.0% | 清倉 |
| Private Trust Co NA | 0 | $0 | 0.00% | −91−100.0% | 清倉 |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −53−100.0% | 清倉 |
| Albion Financial Group | 0 | $0 | 0.00% | −51−100.0% | 清倉 |
| Essential Investment Partners LLC | 0 | $0 | 0.00% | −46−100.0% | 清倉 |
| Strategic Wealth Partners, Ltd. | 0 | $0 | 0.00% | −41−100.0% | 清倉 |
| Tidemark, LLC | 0 | $0 | 0.00% | −29−100.0% | 清倉 |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| CWM, LLC | – | – | – | – | 本季未申報 |
| Janus Henderson Group PLC | – | – | – | – | 本季未申報 |
| U.S. Capital Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
