| Farmers & Merchants Investments Inc | 81 | $1.45 萬 | 0.00% | +5+6.6% | 加碼 |
| Fairfield Financial Advisors, LTD | 80 | $1.43 萬 | 0.01% | 00.0% | 不變 |
| West Branch Capital LLC | 77 | $1.38 萬 | 0.01% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 75 | $1.35 萬 | 0.00% | 00.0% | 不變 |
| Sofos Investments, Inc. | 75 | $1.28 萬 | 0.00% | −91−54.8% | 減碼 |
| WR Wealth Planners, LLC | 71 | $1.27 萬 | 0.00% | +8+12.7% | 加碼 |
| Coston, McIsaac & Partners | 64 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| New Millennium Group LLC | 55 | $9,847 | 0.01% | −30−35.3% | 減碼 |
| Salomon & Ludwin, LLC | 54 | $9,669 | 0.00% | +54 | 新進 |
| Cornerstone Planning Group LLC | 52 | $9,311 | 0.00% | −7−11.9% | 減碼 |
| Hallmark Capital Management Inc | 52 | $9,311 | 0.00% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 51 | $9,132 | 0.00% | +51 | 新進 |
| Highline Wealth Partners LLC | 51 | $9,132 | 0.01% | +51 | 新進 |
| Tyler-Stone Wealth Management | 51 | $9,000 | 0.01% | 00.0% | 不變 |
| Grove Bank & Trust | 50 | $8,953 | 0.00% | +50 | 新進 |
| Sutton Wealth Advisors Inc. | 47 | $8,415 | 0.00% | +11+30.6% | 加碼 |
| Johnson Financial Group, Inc. | 46 | $8,237 | 0.00% | +46 | 新進 |
| PrairieView Partners, LLC | 49 | $8,000 | 0.00% | 00.0% | 不變 |
| Steward Financial Group LLC | 47 | $8,000 | 0.00% | +47 | 新進 |
| North Star Investment Management Corp. | 44 | $7,878 | 0.00% | +39+780.0% | 加碼 |
| M&R Capital Management Inc | 37 | $6,625 | 0.00% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 36 | $6,475 | 0.00% | +36 | 新進 |
| Glass Jacobson Investment Advisors llc | 35 | $6,267 | 0.00% | 00.0% | 不變 |
| Robinswood Financial LLC | 32 | $5,729 | 0.00% | 00.0% | 不變 |
| Impact Partnership Wealth, LLC | 31 | $5,551 | 0.00% | +31 | 新進 |
| Hexagon Capital Partners LLC | 30 | $5,372 | 0.00% | −3−9.1% | 減碼 |
| Iron Horse Wealth Management, LLC | 27 | $4,834 | 0.00% | +13+92.9% | 加碼 |
| Versant Capital Management, Inc | 26 | $4,655 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 25 | $4,476 | 0.00% | 00.0% | 不變 |
| Johnson Midwest Financial, LLC | 25 | $4,476 | 0.01% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 24 | $4,298 | 0.00% | −2−7.7% | 減碼 |
| Western Pacific Wealth Management, LP | 24 | $4,297 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 23 | $4,118 | 0.00% | −76−76.8% | 減碼 |
| City State Bank | 21 | $4,000 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 20 | $3,583 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 19 | $3,402 | 0.00% | +3+18.8% | 加碼 |
| Beacon Capital Management, LLC | 20 | $3,313 | 0.00% | 00.0% | 不變 |
| Essex Investment Management Co LLC | 18 | $3,223 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 15 | $3,000 | 0.00% | +6+66.7% | 加碼 |
| University of Texas/Texas Am Investment Managment Co | 14 | $2,527 | 0.00% | +14 | 新進 |
| Jackson, Grant Investment Advisers, Inc. | 13 | $2,328 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 13 | $2,328 | 0.00% | 00.0% | 不變 |
| Red Tortoise LLC | 12 | $2,149 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 11 | $1,970 | 0.00% | 00.0% | 不變 |
| Macroview Investment Management LLC | 11 | $1,970 | 0.00% | +11 | 新進 |
| Moisand Fitzgerald Tamayo, LLC | 10 | $1,791 | 0.00% | 00.0% | 不變 |
| American National Bank | 6 | $1,074 | 0.00% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 6 | $1,074 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 6 | $1,000 | 0.00% | +6 | 新進 |
| TFC Financial Management | 4 | $717 | 0.00% | 00.0% | 不變 |
| Perkins Coie Trust Co | 4 | $716 | 0.00% | +4 | 新進 |
| True Wealth Design, LLC | 3 | $538 | 0.00% | 00.0% | 不變 |
| Householder Group Estate & Retirement Specialist, LLC | 2 | $358 | 0.00% | +2 | 新進 |
| Lazard Asset Management LLC | 5 | $0 | 0.00% | +1+25.0% | 加碼 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −128,141−100.0% | 清倉 |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −11,200−100.0% | 清倉 |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −10,600−100.0% | 清倉 |
| Linden Thomas Advisory Services, LLC | 0 | $0 | 0.00% | −8,831−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −6,389−100.0% | 清倉 |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −5,727−100.0% | 清倉 |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −5,338−100.0% | 清倉 |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −4,312−100.0% | 清倉 |
| Veritable, L.P. | 0 | $0 | 0.00% | −4,092−100.0% | 清倉 |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −3,255−100.0% | 清倉 |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −3,042−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,840−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −2,735−100.0% | 清倉 |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −2,273−100.0% | 清倉 |
| Americana Partners, LLC | 0 | $0 | 0.00% | −2,250−100.0% | 清倉 |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −2,207−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −1,911−100.0% | 清倉 |
| Jmac Enterprises LLC | 0 | $0 | 0.00% | −1,700−100.0% | 清倉 |
| Keybank National Association | 0 | $0 | 0.00% | −1,596−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −1,537−100.0% | 清倉 |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −1,438−100.0% | 清倉 |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −1,320−100.0% | 清倉 |
| Patron Partners Advisors, LLC | 0 | $0 | 0.00% | −1,278−100.0% | 清倉 |
| David Loasby | 0 | $0 | 0.00% | −1,241−100.0% | 清倉 |
| First PREMIER Bank | 0 | $0 | 0.00% | −195−100.0% | 清倉 |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −153−100.0% | 清倉 |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −134−100.0% | 清倉 |
| PCA Investment Advisory Services Inc. | 0 | $0 | 0.00% | −128−100.0% | 清倉 |
| Gables Capital Management Inc. | 0 | $0 | 0.00% | −42−100.0% | 清倉 |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −32−100.0% | 清倉 |
| Sittner & Nelson, LLC | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −24−100.0% | 清倉 |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| AllSquare Wealth Management LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Vigilant Capital Management, LLC | – | – | – | – | 本季未申報 |
| Pictet Asset Management SA | – | – | – | – | 本季未申報 |
| Efg Capital International Corp. | – | – | – | – | 本季未申報 |
| Tiaa, FSB | – | – | – | – | 本季未申報 |
| Lumature Wealth Partners, LLC | – | – | – | – | 本季未申報 |
| First Command Bank | – | – | – | – | 本季未申報 |
| First Command Financial Services, Inc. | – | – | – | – | 本季未申報 |
| BerganKDV Wealth Management, LLC | – | – | – | – | 本季未申報 |
| Endurance Wealth Management, Inc. | – | – | – | – | 本季未申報 |
