| Coldstream Capital Management Inc | 257 | $2.02 萬 | 0.00% | +257 | 新進 |
| Fifth Third Bancorp | 244 | $1.92 萬 | 0.00% | +75+44.4% | 加碼 |
| CIBC Private Wealth Group, LLC | 250 | $1.88 萬 | 0.00% | 00.0% | 不變 |
| Hemington Wealth Management | 221 | $1.70 萬 | 0.00% | +13+6.3% | 加碼 |
| GPS Wealth Strategies Group, LLC | 215 | $1.69 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 199 | $1.57 萬 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 191 | $1.50 萬 | 0.00% | −1,109−85.3% | 減碼 |
| Harbor Capital Advisors, Inc. | 169 | $1.30 萬 | 0.00% | +55+48.2% | 加碼 |
| EverSource Wealth Advisors, LLC | 165 | $1.30 萬 | 0.00% | +59+55.7% | 加碼 |
| Lindbrook Capital, LLC | 161 | $1.27 萬 | 0.00% | +6+3.9% | 加碼 |
| SWAN Capital LLC | 150 | $1.18 萬 | 0.01% | 00.0% | 不變 |
| Brown, Lisle/Cummings, Inc. | 141 | $1.11 萬 | 0.00% | 00.0% | 不變 |
| Quent Capital, LLC | 140 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Rise Advisors, LLC | 140 | $1.10 萬 | 0.00% | +140 | 新進 |
| Hexagon Capital Partners LLC | 130 | $1.02 萬 | 0.00% | −122−48.4% | 減碼 |
| Redwood Park Advisors LLC | 110 | $8,655 | 0.01% | 00.0% | 不變 |
| Plato Investment Management Ltd | 108 | $8,590 | 0.00% | −415−79.3% | 減碼 |
| Bryn Mawr Trust Co | 100 | $7,868 | 0.00% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 100 | $7,868 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 93 | $7,317 | 0.00% | −4−4.1% | 減碼 |
| Quarry LP | 85 | $6,688 | 0.00% | −1,175−93.3% | 減碼 |
| Massmutual Trust Co FSB | 85 | $6,688 | 0.00% | +1+1.2% | 加碼 |
| Leonteq Securities AG | 80 | $6,294 | 0.00% | −3−3.6% | 減碼 |
| Boston Private Wealth LLC | 77 | $6,059 | 0.00% | +77 | 新進 |
| SRS Capital Advisors, Inc. | 62 | $4,879 | 0.00% | −5−7.5% | 減碼 |
| Archer Investment Corp | 59 | $4,642 | 0.00% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 50 | $3,935 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 50 | $3,934 | 0.00% | +10+25.0% | 加碼 |
| GWM Advisors LLC | 38 | $2,990 | 0.00% | 00.0% | 不變 |
| Skopos Labs, Inc. | 38 | $2,990 | 0.00% | +15+65.2% | 加碼 |
| Parkside Financial Bank & Trust | 31 | $2,440 | 0.00% | +31 | 新進 |
| LRI Investments, LLC | 31 | $2,435 | 0.00% | 00.0% | 不變 |
| Caitong International Asset Management Co., Ltd | 29 | $2,282 | 0.00% | −558−95.1% | 減碼 |
| Principal Securities, Inc. | 29 | $2,254 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 27 | $2,125 | 0.00% | +7+35.0% | 加碼 |
| Ulland Investment Advisors, LLC | 31 | $2,000 | 0.00% | 00.0% | 不變 |
| Fourth Dimension Wealth, LLC | 21 | $1,658 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 20 | $1,574 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 17 | $1,338 | 0.00% | +2+13.3% | 加碼 |
| JFS Wealth Advisors, LLC | 16 | $1,259 | 0.00% | −2−11.1% | 減碼 |
| Private Wealth Management Group, LLC | 14 | $1,102 | 0.00% | 00.0% | 不變 |
| UMA Financial Services, Inc. | 13 | $1,023 | 0.00% | +13 | 新進 |
| Bare Financial Services, Inc | 11 | $865 | 0.00% | +11 | 新進 |
| Sofos Investments, Inc. | 10 | $787 | 0.00% | +10 | 新進 |
| Stephens Consulting, LLC | 10 | $787 | 0.00% | +10 | 新進 |
| First Horizon Advisors, Inc. | 9 | $708 | 0.00% | 00.0% | 不變 |
| Hughes Financial Services, LLC | 7 | $551 | 0.00% | +7 | 新進 |
| DiNuzzo Private Wealth, Inc. | 6 | $473 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 6 | $473 | 0.00% | +1+20.0% | 加碼 |
| Global Financial Private Client, LLC | 6 | $472 | 0.00% | +4+200.0% | 加碼 |
| Abound Wealth Management | 3 | $237 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 1 | $79 | 0.00% | −68−98.6% | 減碼 |
| Parkworth Wealth Management, Inc. | 1 | $79 | 0.00% | 00.0% | 不變 |
| HFM Investment Advisors, LLC | 1 | $79 | 0.00% | +1 | 新進 |
| Bay Harbor Wealth Management, LLC | 1 | $78 | 0.00% | +1 | 新進 |
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −26,454−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −10,488−100.0% | 清倉 |
| Northstar Asset Management Inc | 0 | $0 | 0.00% | −9,748−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −9,607−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −7,700−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −5,428−100.0% | 清倉 |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −5,337−100.0% | 清倉 |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −4,803−100.0% | 清倉 |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −4,599−100.0% | 清倉 |
| Essex Savings Bank | 0 | $0 | 0.00% | −3,512−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,334−100.0% | 清倉 |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −3,190−100.0% | 清倉 |
| First Interstate Bank | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −2,974−100.0% | 清倉 |
| Mission Creek Capital Partners, Inc. | 0 | $0 | 0.00% | −2,765−100.0% | 清倉 |
| CFS Investment Advisory Services, LLC | 0 | $0 | 0.00% | −2,683−100.0% | 清倉 |
| Meeder Advisory Services, Inc. | 0 | $0 | 0.00% | −2,668−100.0% | 清倉 |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −2,588−100.0% | 清倉 |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −2,577−100.0% | 清倉 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −2,110−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −1,462−100.0% | 清倉 |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −802−100.0% | 清倉 |
| ORG Partners LLC | 0 | $0 | 0.00% | −290−100.0% | 清倉 |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −218−100.0% | 清倉 |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −205−100.0% | 清倉 |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −190−100.0% | 清倉 |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −102−100.0% | 清倉 |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −62−100.0% | 清倉 |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −22−100.0% | 清倉 |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| Nuveen Asset Management, LLC | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
| Financial Gravity Companies, Inc. | – | – | – | – | 本季未申報 |
