| TD Private Client Wealth LLC | 401 | $4.25 萬 | 0.00% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 390 | $4.13 萬 | 0.00% | +390 | 新進 |
| CWM, LLC | 389 | $4.10 萬 | 0.00% | −203−34.3% | 減碼 |
| Eagle Bay Advisors LLC | 379 | $4.04 萬 | 0.03% | +379 | 新進 |
| GHP Investment Advisors, Inc. | 374 | $3.97 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 358 | $3.88 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Holdings, LLC | 360 | $3.82 萬 | 0.01% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 347 | $3.68 萬 | 0.00% | −20−5.4% | 減碼 |
| Smartleaf Asset Management LLC | 337 | $3.64 萬 | 0.00% | −4−1.2% | 減碼 |
| IFP Advisors, Inc | 328 | $3.48 萬 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 312 | $3.31 萬 | 0.00% | +38+13.9% | 加碼 |
| Allworth Financial LP | 263 | $2.79 萬 | 0.00% | −32−10.8% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 236 | $2.50 萬 | 0.00% | +60+34.1% | 加碼 |
| HM Payson & Co | 226 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| Sterling Capital Management LLC | 223 | $2.36 萬 | 0.00% | +57+34.3% | 加碼 |
| Nisa Investment Advisors, LLC | 216 | $2.30 萬 | 0.00% | −48−18.2% | 減碼 |
| Global Retirement Partners, LLC | 205 | $2.17 萬 | 0.00% | +13+6.8% | 加碼 |
| Public Employees Retirement System of Ohio | 136 | $1.44 萬 | 0.00% | −2−1.4% | 減碼 |
| Umb Bank N A | 124 | $1.31 萬 | 0.00% | +35+39.3% | 加碼 |
| Harbor Capital Advisors, Inc. | 118 | $1.30 萬 | 0.00% | −2−1.7% | 減碼 |
| Salomon & Ludwin, LLC | 111 | $1.19 萬 | 0.00% | −30−21.3% | 減碼 |
| Sachetta, LLC | 102 | $1.08 萬 | 0.01% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 101 | $1.07 萬 | 0.00% | +20+24.7% | 加碼 |
| Root Financial Partners, LLC | 100 | $1.06 萬 | 0.00% | −13−11.5% | 減碼 |
| Simplex Trading, LLC | 98 | $1.04 萬 | 0.00% | +98 | 新進 |
| Basecamp Wealth Advisors LLC | 92 | $9,754 | 0.00% | +92 | 新進 |
| Fifth Third Bancorp | 78 | $8,270 | 0.00% | +37+90.2% | 加碼 |
| Kemnay Advisory Services Inc. | 72 | $7,633 | 0.00% | +72 | 新進 |
| Brown Brothers Harriman & Co | 66 | $6,997 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 58 | $6,149 | 0.00% | −67−53.6% | 減碼 |
| Caitong International Asset Management Co., Ltd | 52 | $5,513 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 46 | $4,877 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 44 | $4,665 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 39 | $4,140 | 0.00% | +10+34.5% | 加碼 |
| Hantz Financial Services, Inc. | 41 | $4,000 | 0.00% | +28+215.4% | 加碼 |
| Assetmark, Inc | 33 | $3,499 | 0.00% | −2−5.7% | 減碼 |
| Optiver Holding B.V. | 32 | $3,393 | 0.00% | −52−61.9% | 減碼 |
| Quarry LP | 31 | $3,287 | 0.00% | −190−86.0% | 減碼 |
| Rothschild Investment LLC | 30 | $3,181 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 22 | $2,332 | 0.00% | −4−15.4% | 減碼 |
| Ares Financial Consulting, LLC | 22 | $2,332 | 0.00% | +22 | 新進 |
| Bare Financial Services, Inc | 20 | $2,120 | 0.00% | −17−45.9% | 減碼 |
| Keating Financial Advisory Services, Inc. | 20 | $2,120 | 0.00% | +20 | 新進 |
| Private Wealth Management Group, LLC | 15 | $1,591 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 11 | $1,166 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 8 | $849 | 0.00% | −3−27.3% | 減碼 |
| Fortitude Family Office, LLC | 8 | $848 | 0.00% | −2−20.0% | 減碼 |
| DiNuzzo Private Wealth, Inc. | 6 | $637 | 0.00% | 00.0% | 不變 |
| SBI Securities Co., Ltd. | 5 | $530 | 0.00% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 5 | $530 | 0.00% | +5 | 新進 |
| SJS Investment Consulting Inc. | 4 | $425 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 3 | $318 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 2 | $251 | 0.00% | 00.0% | 不變 |
| Bay Harbor Wealth Management, LLC | 2 | $213 | 0.00% | −1−33.3% | 減碼 |
| Rialto Wealth Management, LLC | 2 | $213 | 0.00% | 00.0% | 不變 |
| HFM Investment Advisors, LLC | 2 | $213 | 0.00% | 00.0% | 不變 |
| Gilpin Wealth Management, LLC | 2 | $213 | 0.00% | +2 | 新進 |
| Essential Partners LLC | 1 | $106 | 0.00% | −17−94.4% | 減碼 |
| Caitlin John, LLC | 0 | $12 | 0.00% | 0 | 不變 |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −62,605−100.0% | 清倉 |
| Hodges Capital Management Inc. | 0 | $0 | 0.00% | −41,500−100.0% | 清倉 |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −19,818−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −17,659−100.0% | 清倉 |
| Tectonic Advisors LLC | 0 | $0 | 0.00% | −15,902−100.0% | 清倉 |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −8,970−100.0% | 清倉 |
| Burney Co | 0 | $0 | 0.00% | −5,020−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −5,020−100.0% | 清倉 |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −4,750−100.0% | 清倉 |
| Quantum Private Wealth, LLC | 0 | $0 | 0.00% | −4,324−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,222−100.0% | 清倉 |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −2,553−100.0% | 清倉 |
| Argent Trust Co | 0 | $0 | 0.00% | −2,239−100.0% | 清倉 |
| Anb Bank | 0 | $0 | 0.00% | −2,108−100.0% | 清倉 |
| Retirement Investment Advisors, Inc. | 0 | $0 | 0.00% | −1,902−100.0% | 清倉 |
| JustInvest LLC | 0 | $0 | 0.00% | −1,847−100.0% | 清倉 |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −1,716−100.0% | 清倉 |
| First Manhattan Co | 0 | $0 | 0.00% | −1,700−100.0% | 清倉 |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −1,648−100.0% | 清倉 |
| Xponance, Inc. | 0 | $0 | 0.00% | −1,640−100.0% | 清倉 |
| Omers Administration Corp | 0 | $0 | 0.00% | −1,600−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −992−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −586−100.0% | 清倉 |
| Bokf, NA | 0 | $0 | 0.00% | −356−100.0% | 清倉 |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −256−100.0% | 清倉 |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −236−100.0% | 清倉 |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −212−100.0% | 清倉 |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −191−100.0% | 清倉 |
| Richardson Financial Services Inc. | 0 | $0 | 0.00% | −159−100.0% | 清倉 |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −158−100.0% | 清倉 |
| MAI Capital Management | 0 | $0 | 0.00% | −47−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Huntington National Bank | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Avion Wealth | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Full Sail Capital, LLC | – | – | – | – | 本季未申報 |
| CIBC Bancorp USA Inc. | – | – | – | – | 本季未申報 |
| Hemington Wealth Management | – | – | – | – | 本季未申報 |