| NewSquare Capital LLC | 21 | $3,076 | 0.00% | +21 | 新進 |
| American National Bank | 20 | $2,930 | 0.00% | +20 | 新進 |
| C M Bidwell & Associates Ltd | 19 | $2,783 | 0.00% | 00.0% | 不變 |
| Northwest Investment Counselors, LLC | 18 | $2,637 | 0.00% | 00.0% | 不變 |
| BerganKDV Wealth Management, LLC | 17 | $2,556 | 0.00% | 00.0% | 不變 |
| Schubert & Co | 17 | $2,491 | 0.00% | −2−10.5% | 減碼 |
| Pinnacle Financial Partners Inc | 17 | $2,490 | 0.00% | 00.0% | 不變 |
| Ruedi Wealth Management, Inc. | 16 | $2,344 | 0.00% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 15 | $2,198 | 0.00% | 00.0% | 不變 |
| Accel Wealth Management | 10 | $1,478 | 0.00% | 00.0% | 不變 |
| Disciplined Investments, LLC | 10 | $1,465 | 0.00% | −2−16.7% | 減碼 |
| Plante Moran Financial Advisors, LLC | 10 | $1,465 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 10 | $1,465 | 0.00% | 00.0% | 不變 |
| Trifecta Capital Advisors, LLC | 7 | $1,026 | 0.00% | 00.0% | 不變 |
| Resources Management Corp | 280 | $1,000 | 0.00% | −1,731−86.1% | 減碼 |
| Front Row Advisors LLC | 10 | $1,000 | 0.00% | +10 | 新進 |
| Centerpoint Advisors, LLC | 5 | $1,000 | 0.00% | +5 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $878 | 0.00% | 00.0% | 不變 |
| Archer Investment Corp | 5 | $732 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 4 | $589 | 0.00% | 00.0% | 不變 |
| WestEnd Advisors, LLC | – | $586 | 0.00% | – | – |
| USA Financial Portformulas Corp | 4 | $586 | 0.00% | +4 | 新進 |
| 25 LLC | 3 | $443 | 0.00% | +3 | 新進 |
| True Wealth Design, LLC | 3 | $440 | 0.00% | +1+50.0% | 加碼 |
| Sofos Investments, Inc. | 146 | $63 | 0.00% | −6−3.9% | 減碼 |
| Quilter Plc | 147,787 | – | – | +1,815+1.2% | 加碼 |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −80,984−100.0% | 清倉 |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −60,000−100.0% | 清倉 |
| Summit Global Investments | 0 | $0 | 0.00% | −37,679−100.0% | 清倉 |
| Eastover Investment Advisors LLC | 0 | $0 | 0.00% | −36,114−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −33,926−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −33,791−100.0% | 清倉 |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −24,025−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −20,791−100.0% | 清倉 |
| Arjuna Capital | 0 | $0 | 0.00% | −16,991−100.0% | 清倉 |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −12,853−100.0% | 清倉 |
| Cercano Management LLC | 0 | $0 | 0.00% | −9,120−100.0% | 清倉 |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −7,103−100.0% | 清倉 |
| Intrua Financial, LLC | 0 | $0 | 0.00% | −7,015−100.0% | 清倉 |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −6,322−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,994−100.0% | 清倉 |
| Allstate Corp | 0 | $0 | 0.00% | −5,319−100.0% | 清倉 |
| Long Run Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,722−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −4,297−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −4,234−100.0% | 清倉 |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −4,223−100.0% | 清倉 |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −3,881−100.0% | 清倉 |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −3,573−100.0% | 清倉 |
| Wealth Management Associates, Inc. | 0 | $0 | 0.00% | −3,377−100.0% | 清倉 |
| Sonoma Private Wealth LLC | 0 | $0 | 0.00% | −3,236−100.0% | 清倉 |
| Johnson & White Wealth Management, LLC | 0 | $0 | 0.00% | −10,270−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −2,783−100.0% | 清倉 |
| Rockland Trust Co | 0 | $0 | 0.00% | −2,707−100.0% | 清倉 |
| ARS Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −2,311−100.0% | 清倉 |
| Spinnaker Trust | 0 | $0 | 0.00% | −2,303−100.0% | 清倉 |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −2,302−100.0% | 清倉 |
| Insight 2811, Inc. | 0 | $0 | 0.00% | −2,243−100.0% | 清倉 |
| BCM Advisors, LLC | 0 | $0 | 0.00% | −2,221−100.0% | 清倉 |
| Hamilton Capital, LLC | 0 | $0 | 0.00% | −2,220−100.0% | 清倉 |
| Gratus Capital LLC | 0 | $0 | 0.00% | −1,705−100.0% | 清倉 |
| Marathon Capital Management | 0 | $0 | 0.00% | −1,700−100.0% | 清倉 |
| Barings LLC | 0 | $0 | 0.00% | −1,655−100.0% | 清倉 |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −1,645−100.0% | 清倉 |
| Mystic Asset Management, Inc. | 0 | $0 | 0.00% | −1,530−100.0% | 清倉 |
| Northeast Financial Consultants Inc | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −1,496−100.0% | 清倉 |
| Cobblestone Capital Advisors LLC | 0 | $0 | 0.00% | −1,407−100.0% | 清倉 |
| Summit Financial, LLC | 0 | $0 | 0.00% | −1,399−100.0% | 清倉 |
| Baron Silver Stevens Financial Advisors, LLC | 0 | $0 | 0.00% | −1,387−100.0% | 清倉 |
| Tempus Wealth Planning, LLC | 0 | $0 | 0.00% | −1,381−100.0% | 清倉 |
| Synovus Financial Corp | 0 | $0 | 0.00% | −1,369−100.0% | 清倉 |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −1,363−100.0% | 清倉 |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −1,355−100.0% | 清倉 |
| Graypoint LLC | 0 | $0 | 0.00% | −1,313−100.0% | 清倉 |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −1,312−100.0% | 清倉 |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −753−100.0% | 清倉 |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −740−100.0% | 清倉 |
| Laurel Wealth Planning LLC | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −528−100.0% | 清倉 |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −485−100.0% | 清倉 |
| Ellevest, Inc. | 0 | $0 | 0.00% | −462−100.0% | 清倉 |
| FWL Investment Management, LLC | 0 | $0 | 0.00% | −405−100.0% | 清倉 |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −314−100.0% | 清倉 |
| Leelyn Smith, LLC | 0 | $0 | 0.00% | −203−100.0% | 清倉 |
| Sierra Capital LLC | 0 | $0 | 0.00% | −115−100.0% | 清倉 |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −114−100.0% | 清倉 |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −111−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −88−100.0% | 清倉 |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −68−100.0% | 清倉 |
| WFA of San Diego, LLC | 0 | $0 | 0.00% | −56−100.0% | 清倉 |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −47−100.0% | 清倉 |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −43−100.0% | 清倉 |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −32−100.0% | 清倉 |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| Addison Advisors LLC | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Cassady Schiller Wealth Management, LLC | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| JJJ Advisors Inc. | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Personal Capital Advisors Corp | – | – | – | – | 本季未申報 |
| Pendal Group Limited | – | – | – | – | 本季未申報 |
| Comerica Bank | – | – | – | – | 本季未申報 |
