| West Paces Advisors Inc. | 67 | $3,812 | 0.00% | +67 | 新進 |
| Creative Capital Management Investments LLC | 65 | $3,699 | 0.00% | +65 | 新進 |
| Brown Brothers Harriman & Co | 63 | $3,585 | 0.00% | 00.0% | 不變 |
| Silver Grove Financial Group, Inc. | 62 | $3,528 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 60 | $3,414 | 0.00% | −6−9.1% | 減碼 |
| Manning & Napier Advisors LLC | 55 | $3,093 | 0.00% | +55 | 新進 |
| NBC Securities, Inc. | 53 | $3,024 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 49 | $2,789 | 0.00% | −5,605−99.1% | 減碼 |
| Retirement Wealth Solutions LLC | 47 | $2,675 | 0.00% | +13+38.2% | 加碼 |
| Hughes Financial Services, LLC | 45 | $2,561 | 0.00% | +30+200.0% | 加碼 |
| DiNuzzo Private Wealth, Inc. | 44 | $2,504 | 0.00% | 00.0% | 不變 |
| Marquette Asset Management, LLC | 41 | $2,333 | 0.00% | 00.0% | 不變 |
| Bayban | 39 | $2,219 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 38 | $2,139 | 0.00% | −17−30.9% | 減碼 |
| HFM Investment Advisors, LLC | 35 | $1,992 | 0.00% | +17+94.4% | 加碼 |
| American National Bank | 33 | $1,877 | 0.00% | 00.0% | 不變 |
| SBI Securities Co., Ltd. | 30 | $1,707 | 0.00% | +5+20.0% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 26 | $1,479 | 0.00% | +26 | 新進 |
| SHP Wealth Management | 24 | $1,366 | 0.00% | +13+118.2% | 加碼 |
| Bare Financial Services, Inc | 21 | $1,195 | 0.00% | +9+75.0% | 加碼 |
| Raffa Wealth Management, LLC | 21 | $1,195 | 0.00% | +18+600.0% | 加碼 |
| Financial Management Professionals, Inc. | 20 | $1,138 | 0.00% | 00.0% | 不變 |
| Wealth Enhancement Trust Services, Inc. | 20 | $1,138 | 0.00% | 00.0% | 不變 |
| Cornerstone Financial Management LLC | 19 | $1,081 | 0.00% | 00.0% | 不變 |
| Downshift Financial, LLC | 18 | $1,024 | 0.00% | +18 | 新進 |
| Sachetta, LLC | 17 | $968 | 0.00% | +17 | 新進 |
| Cornerstone Planning Group LLC | 16 | $911 | 0.00% | −1−5.9% | 減碼 |
| Dunhill Financial, LLC | 14 | $841 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 14 | $797 | 0.00% | +9+180.0% | 加碼 |
| DecisionPoint Financial, LLC | 13 | $730 | 0.00% | +7+116.7% | 加碼 |
| Spire Wealth Management | 11 | $626 | 0.00% | −5−31.3% | 減碼 |
| Principia Wealth Advisory, LLC | 10 | $569 | 0.00% | +3+42.9% | 加碼 |
| Quaker Wealth Management, LLC | 6 | $342 | 0.00% | 00.0% | 不變 |
| American Capital Advisory, LLC | 6 | $342 | 0.00% | +4+200.0% | 加碼 |
| Motco | 6 | $341 | 0.00% | +6 | 新進 |
| Planning Strategies Inc. | 6 | $341 | 0.00% | +6 | 新進 |
| South State Corp. | 5 | $285 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 5 | $285 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 5 | $285 | 0.00% | +2+66.7% | 加碼 |
| Seneschal Advisors, LLC | 4 | $228 | 0.00% | 00.0% | 不變 |
| Maryland Capital Advisors Inc. | 3 | $171 | 0.00% | +3 | 新進 |
| GHP Investment Advisors, Inc. | 2 | $114 | 0.00% | 00.0% | 不變 |
| MV Capital Management, Inc. | 1 | $57 | 0.00% | 00.0% | 不變 |
| High Note Wealth, LLC | 1 | $57 | 0.00% | 00.0% | 不變 |
| Medallion Wealth Advisors, LLC | 1 | $57 | 0.00% | +1 | 新進 |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 9 | $0 | 0.00% | +9 | 新進 |
| Navigoe, LLC | 16 | $0 | 0.00% | +16 | 新進 |
| Fi3 FINANCIAL ADVISORS, LLC | 395 | – | – | +395 | 新進 |
| Ilex Capital Partners (UK) LLP | 0 | $0 | 0.00% | −3,079,043−100.0% | 清倉 |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −285,044−100.0% | 清倉 |
| Stanley Capital Management, LLC | 0 | $0 | 0.00% | −234,600−100.0% | 清倉 |
| Boston Partners | 0 | $0 | 0.00% | −184,157−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −162,613−100.0% | 清倉 |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −162,442−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −115,581−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −62,958−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −30,433−100.0% | 清倉 |
| Carnegie Lake Advisors LLC | 0 | $0 | 0.00% | −28,550−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −18,888−100.0% | 清倉 |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −15,571−100.0% | 清倉 |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −14,714−100.0% | 清倉 |
| CSS LLC | 0 | $0 | 0.00% | −13,499−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −11,592−100.0% | 清倉 |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −10,590−100.0% | 清倉 |
| R Squared Ltd | 0 | $0 | 0.00% | −10,342−100.0% | 清倉 |
| Diametric Capital, LP | 0 | $0 | 0.00% | −9,708−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −9,378−100.0% | 清倉 |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −8,166−100.0% | 清倉 |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −7,156−100.0% | 清倉 |
| Taproot Management LP | 0 | $0 | 0.00% | −7,066−100.0% | 清倉 |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −6,326−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −5,654−100.0% | 清倉 |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −5,628−100.0% | 清倉 |
| Perpetual Ltd | 0 | $0 | 0.00% | −5,521−100.0% | 清倉 |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −2,514−100.0% | 清倉 |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −2,413−100.0% | 清倉 |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −2,132−100.0% | 清倉 |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −1,395−100.0% | 清倉 |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −893−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −618−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −612−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −156−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −136−100.0% | 清倉 |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −134−100.0% | 清倉 |
| Maseco LLP | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| Intentional Wealth Strategies, LLC | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Janus Henderson Group PLC | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
| Exencial Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
| Skopos Labs, Inc. | – | – | – | – | 本季未申報 |
| Strategic Planning, Inc. | – | – | – | – | 本季未申報 |
| Sunbelt Securities, Inc. | – | – | – | – | 本季未申報 |
