| Umb Bank N A | 183 | $2.98 萬 | 0.00% | 00.0% | 不變 |
| R Squared Ltd | 180 | $2.93 萬 | 0.03% | +180 | 新進 |
| Ci Investments Inc. | 167 | $2.70 萬 | 0.00% | +47+39.2% | 加碼 |
| Parallel Advisors, LLC | 162 | $2.64 萬 | 0.00% | +3+1.9% | 加碼 |
| Covestor Ltd | 157 | $2.60 萬 | 0.02% | +76+93.8% | 加碼 |
| LGT Financial Advisors LLC | 155 | $2.53 萬 | 0.06% | 00.0% | 不變 |
| Westside Investment Management, Inc. | 154 | $2.51 萬 | 0.01% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 158 | $2.48 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 144 | $2.40 萬 | 0.00% | +29+25.2% | 加碼 |
| SRS Capital Advisors, Inc. | 141 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| Mather Group, LLC. | 118 | $1.92 萬 | 0.00% | +94+391.7% | 加碼 |
| Rise Advisors, LLC | 90 | $1.47 萬 | 0.01% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 81 | $1.32 萬 | 0.00% | 00.0% | 不變 |
| Catalyst Capital Advisors LLC | 71 | $1.16 萬 | 0.00% | −10−12.3% | 減碼 |
| Leonteq Securities AG | 59 | $9,617 | 0.00% | +4+7.3% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 56 | $9,127 | 0.00% | −68−54.8% | 減碼 |
| McIlrath & Eck, LLC | 52 | $8,476 | 0.00% | 00.0% | 不變 |
| Smithfield Trust Co | 55 | $8,000 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 47 | $7,661 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 46 | $7,498 | 0.00% | +31+206.7% | 加碼 |
| Jones Financial Companies LLLP | 44 | $7,172 | 0.00% | +44 | 新進 |
| Retirement Wealth Solutions LLC | 46 | $7,158 | 0.01% | +46 | 新進 |
| Park Place Capital Corp | 42 | $6,846 | 0.00% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 41 | $6,683 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 39 | $6,393 | 0.00% | −3,069−98.7% | 減碼 |
| Bogart Wealth, LLC | 39 | $6,357 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 39 | $6,357 | 0.00% | +3+8.3% | 加碼 |
| Rothschild Investment LLC | 38 | $6,194 | 0.00% | +10+35.7% | 加碼 |
| Versant Capital Management, Inc | 38 | $6,194 | 0.00% | +35+1,166.7% | 加碼 |
| Global Retirement Partners, LLC | 37 | $6,046 | 0.00% | −20−35.1% | 減碼 |
| Johnson Financial Group, Inc. | 35 | $5,599 | 0.00% | −11−23.9% | 減碼 |
| Cape Investment Advisory, Inc. | 34 | $5,542 | 0.00% | 00.0% | 不變 |
| Sterling Capital Management LLC | 33 | $5,379 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 31 | $5,053 | 0.00% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 28 | $4,564 | 0.00% | +1+3.7% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 26 | $4,136 | 0.00% | 00.0% | 不變 |
| Bokf, NA | 25 | $3,856 | 0.00% | +1+4.2% | 加碼 |
| JFS Wealth Advisors, LLC | 23 | $3,749 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 22 | $3,586 | 0.00% | 00.0% | 不變 |
| GeoWealth Management, LLC | 22 | $3,586 | 0.00% | 00.0% | 不變 |
| Rocky Mountain Advisers, LLC | 20 | $3,260 | 0.00% | 00.0% | 不變 |
| Hemington Wealth Management | 16 | $2,000 | 0.00% | +5+45.5% | 加碼 |
| Private Wealth Management Group, LLC | 12 | $1,956 | 0.00% | 00.0% | 不變 |
| Van Hulzen Asset Management, LLC | 11 | $1,793 | 0.00% | +11 | 新進 |
| Parkside Financial Bank & Trust | 10 | $1,630 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 10 | $1,630 | 0.00% | +10 | 新進 |
| MAI Capital Management | 10 | $1,630 | 0.00% | +10 | 新進 |
| UMA Financial Services, Inc. | 9 | $1,467 | 0.00% | +9 | 新進 |
| Newbridge Financial Services Group, Inc. | 9 | $1,467 | 0.00% | +9 | 新進 |
| Carolinas Wealth Consulting LLC | 8 | $1,182 | 0.00% | +3+60.0% | 加碼 |
| Larson Financial Group LLC | 7 | $1,141 | 0.00% | +3+75.0% | 加碼 |
| Montag A & Associates Inc | 6 | $936 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 5 | $815 | 0.00% | −1−16.7% | 減碼 |
| DiNuzzo Private Wealth, Inc. | 5 | $815 | 0.00% | 00.0% | 不變 |
| SBI Securities Co., Ltd. | 2 | $326 | 0.00% | +2 | 新進 |
| Cornerstone Planning Group LLC | 2 | $322 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 1 | $163 | 0.00% | −2−66.7% | 減碼 |
| TFC Financial Management | 1 | $163 | 0.00% | 00.0% | 不變 |
| Parkworth Wealth Management, Inc. | 1 | $163 | 0.00% | +1 | 新進 |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −27,002−100.0% | 清倉 |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −12,405−100.0% | 清倉 |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −12,211−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −6,550−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −4,613−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −4,299−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −4,093−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,586−100.0% | 清倉 |
| TD Asset Management Inc | 0 | $0 | 0.00% | −3,600−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,236−100.0% | 清倉 |
| First National Advisers, LLC | 0 | $0 | 0.00% | −2,280−100.0% | 清倉 |
| Cerity Partners LLC | 0 | $0 | 0.00% | −2,076−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −1,900−100.0% | 清倉 |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −1,880−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,601−100.0% | 清倉 |
| Veriti Management LLC | 0 | $0 | 0.00% | −1,589−100.0% | 清倉 |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −1,320−100.0% | 清倉 |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −1,248−100.0% | 清倉 |
| Independent Solutions Wealth Management, LLC | 0 | $0 | 0.00% | −1,151−100.0% | 清倉 |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| Carolina Wealth Advisors, LLC | 0 | $0 | 0.00% | −548−100.0% | 清倉 |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −449−100.0% | 清倉 |
| Danske Bank A/S | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −260−100.0% | 清倉 |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Millburn Ridgefield Corp | 0 | $0 | 0.00% | −81−100.0% | 清倉 |
| First Financial Corp | 0 | $0 | 0.00% | −23−100.0% | 清倉 |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −22−100.0% | 清倉 |
| ZRC Wealth Management, LLC | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −16−100.0% | 清倉 |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Raymond James & Associates | – | – | – | – | 本季未申報 |
| Scout Investments, Inc. | – | – | – | – | 本季未申報 |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | 本季未申報 |
| Raymond James Trust N.A. | – | – | – | – | 本季未申報 |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | 本季未申報 |
