| Clearstead Advisors, LLC | 1,061 | $5.22 萬 | 0.00% | +1,061 | 新進 |
| GAMMA Investing LLC | 908 | $4.47 萬 | 0.00% | +233+34.5% | 加碼 |
| Signaturefd, LLC | 901 | $4.43 萬 | 0.00% | +60+7.1% | 加碼 |
| GWM Advisors LLC | 848 | $4.17 萬 | 0.00% | −440−34.2% | 減碼 |
| US Bancorp | 807 | $3.97 萬 | 0.00% | +387+92.1% | 加碼 |
| SRS Capital Advisors, Inc. | 798 | $3.92 萬 | 0.00% | +798 | 新進 |
| Advisor Group Holdings, Inc. | 744 | $3.66 萬 | 0.00% | +28+3.9% | 加碼 |
| National Bank of Canada | 736 | $3.62 萬 | 0.00% | +508+222.8% | 加碼 |
| Principal Securities, Inc. | 732 | $3.60 萬 | 0.00% | +703+2,424.1% | 加碼 |
| Global Retirement Partners, LLC | 621 | $3.05 萬 | 0.00% | +621 | 新進 |
| Versant Capital Management, Inc | 593 | $2.92 萬 | 0.00% | +111+23.0% | 加碼 |
| Richardson Capital Management LLC | 500 | $2.46 萬 | 0.01% | 00.0% | 不變 |
| Quarry LP | 496 | $2.44 萬 | 0.01% | −745−60.0% | 減碼 |
| GW&K Investment Management, LLC | 488 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 421 | $2.07 萬 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 335 | $1.60 萬 | 0.01% | +335 | 新進 |
| Brown, Lisle/Cummings, Inc. | 300 | $1.48 萬 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 300 | $1.48 萬 | 0.00% | 00.0% | 不變 |
| Trust Co of Vermont | 265 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 260 | $1.28 萬 | 0.00% | +109+72.2% | 加碼 |
| Skopos Labs, Inc. | 250 | $1.23 萬 | 0.00% | +201+410.2% | 加碼 |
| Covestor Ltd | 216 | $1.10 萬 | 0.01% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 210 | $1.03 萬 | 0.00% | −11−5.0% | 減碼 |
| First Horizon Advisors, Inc. | 162 | $7,967 | 0.00% | +162 | 新進 |
| Essential Partners LLC | 147 | $7,229 | 0.00% | +147 | 新進 |
| Annis Gardner Whiting Capital Advisors, LLC | 137 | $6,738 | 0.00% | +137 | 新進 |
| Massmutual Trust Co FSB | 126 | $6,197 | 0.00% | −100−44.2% | 減碼 |
| Riggs Asset Managment Co. Inc. | 100 | $4,918 | 0.00% | 00.0% | 不變 |
| Trust Co | 100 | $4,918 | 0.00% | 00.0% | 不變 |
| Costello Asset Management, INC | 100 | $4,918 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 92 | $4,525 | 0.00% | +67+268.0% | 加碼 |
| Kessler Investment Group, LLC | 52 | $2,557 | 0.00% | −157−75.1% | 減碼 |
| CIBC Private Wealth Group, LLC | 50 | $2,459 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 41 | $2,016 | 0.00% | 00.0% | 不變 |
| Ci Investments Inc. | 44 | $2,000 | 0.00% | −2−4.3% | 減碼 |
| Raffa Wealth Management, LLC | 37 | $1,820 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 34 | $1,673 | 0.00% | +15+78.9% | 加碼 |
| TD Private Client Wealth LLC | 28 | $1,377 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 0 | $1,327 | 0.00% | 0 | 不變 |
| Allworth Financial LP | 25 | $1,230 | 0.00% | −25−50.0% | 減碼 |
| Farther Finance Advisors, LLC | 24 | $1,180 | 0.00% | +1+4.3% | 加碼 |
| Hemington Wealth Management | 22 | $1,000 | 0.00% | +22 | 新進 |
| NewSquare Capital LLC | 14 | $689 | 0.00% | +14 | 新進 |
| Bogart Wealth, LLC | 11 | $541 | 0.00% | +11 | 新進 |
| MAI Capital Management | 10 | $492 | 0.00% | +10 | 新進 |
| Parkside Financial Bank & Trust | 8 | $394 | 0.00% | 00.0% | 不變 |
| MV Capital Management, Inc. | 8 | $394 | 0.00% | +1+14.3% | 加碼 |
| Huntington National Bank | 8 | $393 | 0.00% | +8 | 新進 |
| SBI Securities Co., Ltd. | 7 | $344 | 0.00% | −27−79.4% | 減碼 |
| Cornerstone Planning Group LLC | 6 | $298 | 0.00% | +6 | 新進 |
| Addison Advisors LLC | 5 | $246 | 0.00% | 00.0% | 不變 |
| SWAN Capital LLC | 5 | $246 | 0.00% | +5 | 新進 |
| DiNuzzo Private Wealth, Inc. | 4 | $197 | 0.00% | +4 | 新進 |
| SJS Investment Consulting Inc. | 3 | $148 | 0.00% | +3 | 新進 |
| Fortitude Family Office, LLC | 3 | $148 | 0.00% | +3 | 新進 |
| JFS Wealth Advisors, LLC | 2 | $99 | 0.00% | +2 | 新進 |
| Twin Peaks Wealth Advisors, LLC | 2 | $98 | 0.00% | +2 | 新進 |
| HFM Investment Advisors, LLC | 2 | $98 | 0.00% | +2 | 新進 |
| Rialto Wealth Management, LLC | 1 | $50 | 0.00% | +1 | 新進 |
| Activest Wealth Management | 1 | $49 | 0.00% | −16−94.1% | 減碼 |
| Hantz Financial Services, Inc. | 3 | $0 | 0.00% | −2−40.0% | 減碼 |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −720,000−100.0% | 清倉 |
| Broad Bay Capital Management, LP | 0 | $0 | 0.00% | −674,252−100.0% | 清倉 |
| Cartenna Capital, LP | 0 | $0 | 0.00% | −550,000−100.0% | 清倉 |
| Durable Capital Partners LP | 0 | $0 | 0.00% | −326,630−100.0% | 清倉 |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −237,048−100.0% | 清倉 |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −210,000−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −165,487−100.0% | 清倉 |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −62,688−100.0% | 清倉 |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −70,233−100.0% | 清倉 |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −53,543−100.0% | 清倉 |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −45,794−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −34,812−100.0% | 清倉 |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −33,140−100.0% | 清倉 |
| Shikiar Asset Management Inc | 0 | $0 | 0.00% | −19,250−100.0% | 清倉 |
| Sigma Planning Corp | 0 | $0 | 0.00% | −12,015−100.0% | 清倉 |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,156−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −8,922−100.0% | 清倉 |
| Shay Capital LLC | 0 | $0 | 0.00% | −7,500−100.0% | 清倉 |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −7,461−100.0% | 清倉 |
| Numerai GP LLC | 0 | $0 | 0.00% | −7,186−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,942−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,444−100.0% | 清倉 |
| Ethic Inc. | 0 | $0 | 0.00% | −6,197−100.0% | 清倉 |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −5,500−100.0% | 清倉 |
| Applied Finance Capital Management, LLC | 0 | $0 | 0.00% | −4,667−100.0% | 清倉 |
| Washington Trust Co | 0 | $0 | 0.00% | −700−100.0% | 清倉 |
| South State Corp. | 0 | $0 | 0.00% | −265−100.0% | 清倉 |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −264−100.0% | 清倉 |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −210−100.0% | 清倉 |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −87−100.0% | 清倉 |
| Studio Investment Management LLC | 0 | $0 | 0.00% | −36−100.0% | 清倉 |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| Quent Capital, LLC | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Assetmark, Inc | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Bessemer Group Inc | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Concorde Asset Management, LLC | – | – | – | – | 本季未申報 |
| Pinpoint Asset Management Ltd | – | – | – | – | 本季未申報 |
| Lindbrook Capital, LLC | – | – | – | – | 本季未申報 |