| US Bancorp | 600 | $6.67 萬 | 0.00% | −6−1.0% | 減碼 |
| New Age Alpha Advisors, LLC | 569 | $6.32 萬 | 0.00% | −22−3.7% | 減碼 |
| Hantz Financial Services, Inc. | 527 | $5.90 萬 | 0.00% | +220+71.7% | 加碼 |
| Jones Financial Companies LLLP | 459 | $5.26 萬 | 0.00% | −27−5.6% | 減碼 |
| Los Angeles Capital Management LLC | 456 | $5.07 萬 | 0.00% | −115−20.1% | 減碼 |
| Federated Hermes, Inc. | 450 | $5.00 萬 | 0.00% | −492−52.2% | 減碼 |
| SRS Capital Advisors, Inc. | 427 | $4.75 萬 | 0.00% | +427 | 新進 |
| Sterling Capital Management LLC | 411 | $4.57 萬 | 0.00% | +230+127.1% | 加碼 |
| TD Private Client Wealth LLC | 401 | $4.46 萬 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 392 | $4.36 萬 | 0.00% | +68+21.0% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 375 | $4.17 萬 | 0.00% | +108+40.4% | 加碼 |
| Whittier Trust Co of Nevada Inc | 358 | $4.09 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Holdings, LLC | 360 | $4.00 萬 | 0.01% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 333 | $3.71 萬 | 0.00% | +45+15.6% | 加碼 |
| Ronald Blue Trust, Inc. | 333 | $3.70 萬 | 0.00% | −17−4.9% | 減碼 |
| Salomon & Ludwin, LLC | 304 | $3.49 萬 | 0.00% | −23−7.0% | 減碼 |
| Allworth Financial LP | 301 | $3.35 萬 | 0.00% | +11+3.8% | 加碼 |
| Covestor Ltd | 297 | $3.30 萬 | 0.02% | −212−41.7% | 減碼 |
| Smartleaf Asset Management LLC | 224 | $2.51 萬 | 0.00% | 00.0% | 不變 |
| HM Payson & Co | 226 | $2.51 萬 | 0.00% | 00.0% | 不變 |
| Optiver Holding B.V. | 199 | $2.21 萬 | 0.00% | +199 | 新進 |
| Global Retirement Partners, LLC | 190 | $2.11 萬 | 0.00% | +190 | 新進 |
| Bessemer Group Inc | 180 | $2.00 萬 | 0.00% | −2,280−92.7% | 減碼 |
| Public Employees Retirement System of Ohio | 168 | $1.87 萬 | 0.00% | +20+13.5% | 加碼 |
| Kemnay Advisory Services Inc. | 160 | $1.78 萬 | 0.00% | −6−3.6% | 減碼 |
| Umb Bank N A | 147 | $1.63 萬 | 0.00% | +4+2.8% | 加碼 |
| Farther Finance Advisors, LLC | 130 | $1.45 萬 | 0.00% | +35+36.8% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 124 | $1.38 萬 | 0.00% | +4+3.3% | 加碼 |
| EverSource Wealth Advisors, LLC | 114 | $1.27 萬 | 0.00% | −55−32.5% | 減碼 |
| Sachetta, LLC | 102 | $1.13 萬 | 0.01% | 00.0% | 不變 |
| Keating Financial Advisory Services, Inc. | 82 | $9,113 | 0.00% | +16+24.2% | 加碼 |
| Basecamp Wealth Advisors LLC | 80 | $8,890 | 0.00% | −12−13.0% | 減碼 |
| SJS Investment Consulting Inc. | 73 | $8,113 | 0.00% | +67+1,116.7% | 加碼 |
| Versant Capital Management, Inc | 71 | $7,890 | 0.00% | +71 | 新進 |
| LRI Investments, LLC | 71 | $7,890 | 0.00% | +71 | 新進 |
| Brown Brothers Harriman & Co | 66 | $7,335 | 0.00% | 00.0% | 不變 |
| Bokf, NA | 58 | $6,446 | 0.00% | +58 | 新進 |
| Assetmark, Inc | 56 | $6,223 | 0.00% | +6+12.0% | 加碼 |
| Rothschild Investment LLC | 56 | $6,223 | 0.00% | +26+86.7% | 加碼 |
| CVA Family Office, LLC | 50 | $5,557 | 0.00% | +14+38.9% | 加碼 |
| Key Financial Inc | 46 | $5,112 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 44 | $4,890 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 40 | $4,445 | 0.00% | +40 | 新進 |
| Truvestments Capital LLC | 36 | $4,001 | 0.00% | 00.0% | 不變 |
| Continuum Advisory, LLC | 33 | $3,667 | 0.00% | +33 | 新進 |
| JFS Wealth Advisors, LLC | 31 | $3,451 | 0.00% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 27 | $3,001 | 0.00% | +2+8.0% | 加碼 |
| Larson Financial Group LLC | 23 | $2,599 | 0.00% | +11+91.7% | 加碼 |
| Ares Financial Consulting, LLC | 22 | $2,445 | 0.00% | 00.0% | 不變 |
| Quarry LP | 20 | $2,223 | 0.00% | +20 | 新進 |
| Action Point Financial Planning, LLC | 20 | $2,222 | 0.00% | +20 | 新進 |
| Private Wealth Management Group, LLC | 15 | $1,667 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 14 | $1,556 | 0.00% | +14 | 新進 |
| Torren Management, LLC | 11 | $1,264 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 11 | $1,222 | 0.00% | 00.0% | 不變 |
| Creative Capital Management Investments LLC | 11 | $1,222 | 0.00% | +11 | 新進 |
| Bare Financial Services, Inc | 10 | $1,112 | 0.00% | +5+100.0% | 加碼 |
| Transamerica Financial Advisors, Inc. | 8 | $892 | 0.00% | +8 | 新進 |
| HFM Investment Advisors, LLC | 7 | $778 | 0.00% | +5+250.0% | 加碼 |
| DiNuzzo Private Wealth, Inc. | 6 | $667 | 0.00% | 00.0% | 不變 |
| Ankerstar Wealth, LLC | 5 | $558 | 0.00% | +4+400.0% | 加碼 |
| SBI Securities Co., Ltd. | 5 | $556 | 0.00% | 00.0% | 不變 |
| Rialto Wealth Management, LLC | 4 | $445 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 4 | $445 | 0.00% | +4 | 新進 |
| Gilpin Wealth Management, LLC | 3 | $334 | 0.00% | −2−40.0% | 減碼 |
| Massmutual Trust Co FSB | 3 | $333 | 0.00% | 00.0% | 不變 |
| Bay Harbor Wealth Management, LLC | 3 | $333 | 0.00% | +1+50.0% | 加碼 |
| Hughes Financial Services, LLC | 2 | $222 | 0.00% | +1+100.0% | 加碼 |
| DecisionPoint Financial, LLC | 1 | $115 | 0.00% | +1 | 新進 |
| Huntington National Bank | 1 | $111 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 1 | $111 | 0.00% | +1 | 新進 |
| Davis Capital Management | 1 | $111 | 0.00% | +1 | 新進 |
| Caitlin John, LLC | 0 | $13 | 0.00% | 0 | 不變 |
| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | 新進 |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | 新進 |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −5,349−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −4,607−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −3,099−100.0% | 清倉 |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −2,913−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −2,903−100.0% | 清倉 |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −374−100.0% | 清倉 |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −321−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −275−100.0% | 清倉 |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −130−100.0% | 清倉 |
| Atlantic Union Bankshares Corp | 0 | $0 | 0.00% | −79−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −42−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −23−100.0% | 清倉 |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| MAI Capital Management | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Janus Henderson Group PLC | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
