| GWM Advisors LLC | 697 | $5.15 萬 | 0.00% | +63+9.9% | 加碼 |
| Proequities, Inc. | 583 | $4.31 萬 | 0.00% | +583 | 新進 |
| Parkside Financial Bank & Trust | 497 | $3.67 萬 | 0.01% | +205+70.2% | 加碼 |
| First Capital Advisors Group, LLC. | 444 | $3.28 萬 | 0.02% | +444 | 新進 |
| Huntington National Bank | 438 | $3.24 萬 | 0.00% | +140+47.0% | 加碼 |
| Whittier Trust Co | 433 | $3.20 萬 | 0.00% | 00.0% | 不變 |
| Altshuler Shaham Ltd | 368 | $2.72 萬 | 0.00% | −40−9.8% | 減碼 |
| Farther Finance Advisors, LLC | 356 | $2.63 萬 | 0.01% | +169+90.4% | 加碼 |
| Fifth Third Bancorp | 353 | $2.61 萬 | 0.00% | +106+42.9% | 加碼 |
| EverSource Wealth Advisors, LLC | 326 | $2.41 萬 | 0.00% | +106+48.2% | 加碼 |
| Ronald Blue Trust, Inc. | 298 | $2.30 萬 | 0.00% | −2,523−89.4% | 減碼 |
| Glassman Wealth Services | 303 | $2.24 萬 | 0.00% | −1−0.3% | 減碼 |
| Smithfield Trust Co | 280 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 284 | $2.10 萬 | 0.00% | +24+9.2% | 加碼 |
| Parallel Advisors, LLC | 283 | $2.09 萬 | 0.00% | −151−34.8% | 減碼 |
| Rosenberg Matthew Hamilton | 274 | $2.03 萬 | 0.01% | +59+27.4% | 加碼 |
| Tilia Fiduciary Partners, Inc. | 272 | $2.01 萬 | 0.02% | 00.0% | 不變 |
| Itau Unibanco Holding S.A. | 247 | $1.83 萬 | 0.00% | −35−12.4% | 減碼 |
| Raleigh Capital Management Inc. | 245 | $1.81 萬 | 0.01% | +37+17.8% | 加碼 |
| VisionPoint Advisory Group, LLC | 209 | $1.54 萬 | 0.01% | +209 | 新進 |
| IFP Advisors, Inc | 438 | $1.34 萬 | 0.00% | +177+67.8% | 加碼 |
| Lindbrook Capital, LLC | 166 | $1.23 萬 | 0.00% | −8−4.6% | 減碼 |
| First Horizon Advisors, Inc. | 154 | $1.14 萬 | 0.00% | +19+14.1% | 加碼 |
| Covestor Ltd | 154 | $1.10 萬 | 0.01% | −1−0.6% | 減碼 |
| Solstein Capital, LLC | 140 | $1.03 萬 | 0.01% | 00.0% | 不變 |
| Allworth Financial LP | 131 | $9,687 | 0.00% | +4+3.1% | 加碼 |
| Oakworth Capital, Inc. | 120 | $8,870 | 0.00% | +120 | 新進 |
| Front Row Advisors LLC | 112 | $8,000 | 0.00% | 00.0% | 不變 |
| Bollard Group LLC | 110 | $8,000 | 0.00% | +110 | 新進 |
| Quarry LP | 107 | $7,909 | 0.01% | +107 | 新進 |
| HM Payson & Co | 100 | $7,392 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 96 | $7,097 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 94 | $6,949 | 0.00% | −18−16.1% | 減碼 |
| Foster Dykema Cabot & Co Inc | 82 | $6,000 | 0.00% | +82 | 新進 |
| Tucker Asset Management LLC | 68 | $5,027 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 58 | $4,288 | 0.00% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 50 | $4,000 | 0.00% | −71−58.7% | 減碼 |
| Kelly Financial Services LLC | 46 | $3,400 | 0.00% | +46 | 新進 |
| AdvisorNet Financial, Inc | 45 | $3,326 | 0.00% | −7−13.5% | 減碼 |
| Farmers & Merchants Investments Inc | 43 | $3,179 | 0.00% | −3−6.5% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 42 | $3,104 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 42 | $2,871 | 0.00% | 00.0% | 不變 |
| USA Financial Portformulas Corp | 37 | $2,735 | 0.00% | +37 | 新進 |
| SJS Investment Consulting Inc. | 36 | $2,662 | 0.00% | −5−12.2% | 減碼 |
| Newbridge Financial Services Group, Inc. | 33 | $2,439 | 0.00% | 00.0% | 不變 |
| Quent Capital, LLC | 32 | $2,365 | 0.00% | +16+100.0% | 加碼 |
| Disciplined Investments, LLC | 27 | $1,996 | 0.00% | −4−12.9% | 減碼 |
| Earnest Partners LLC | 24 | $1,774 | 0.00% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 23 | $1,700 | 0.00% | +23 | 新進 |
| Sofos Investments, Inc. | 74 | $1,339 | 0.01% | −5−6.3% | 減碼 |
| Capital Advisors, Ltd. LLC | 10 | $1,000 | 0.00% | 00.0% | 不變 |
| Archer Investment Corp | 13 | $961 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 13 | $961 | 0.00% | 00.0% | 不變 |
| Financial Synergies Wealth Advisors, Inc. | 12 | $888 | 0.00% | +12 | 新進 |
| Versant Capital Management, Inc | 6 | $444 | 0.00% | +6 | 新進 |
| True Wealth Design, LLC | 5 | $370 | 0.00% | −2−28.6% | 減碼 |
| Tfo-TDC, LLC | 3 | $222 | 0.00% | 00.0% | 不變 |
| Impact Partnership Wealth, LLC | 1 | $74 | 0.00% | +1 | 新進 |
| Comerica Bank | 80,186 | $10 | 0.00% | +80,186 | 新進 |
| Blue Water Life Science Advisors, LLC | 0 | $0 | 0.00% | −145,100−100.0% | 清倉 |
| L2 Asset Management, LLC | 0 | $0 | 0.00% | −38,692−100.0% | 清倉 |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −20,298−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −16,027−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −15,910−100.0% | 清倉 |
| Summit Global Investments | 0 | $0 | 0.00% | −15,498−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −9,288−100.0% | 清倉 |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −8,714−100.0% | 清倉 |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −7,667−100.0% | 清倉 |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −7,039−100.0% | 清倉 |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −5,281−100.0% | 清倉 |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −4,057−100.0% | 清倉 |
| Private Capital Advisors, Inc. | 0 | $0 | 0.00% | −3,287−100.0% | 清倉 |
| Values First Advisors, Inc. | 0 | $0 | 0.00% | −2,989−100.0% | 清倉 |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −2,963−100.0% | 清倉 |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −2,907−100.0% | 清倉 |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −2,900−100.0% | 清倉 |
| OneAscent Wealth Management LLC | 0 | $0 | 0.00% | −2,714−100.0% | 清倉 |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −2,698−100.0% | 清倉 |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −2,604−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −2,527−100.0% | 清倉 |
| Leonteq Securities AG | 0 | $0 | 0.00% | −1,090−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −608−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −379−100.0% | 清倉 |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −354−100.0% | 清倉 |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −101−100.0% | 清倉 |
| Schubert & Co | 0 | $0 | 0.00% | −71−100.0% | 清倉 |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −52−100.0% | 清倉 |
| American National Bank | 0 | $0 | 0.00% | −52−100.0% | 清倉 |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −39−100.0% | 清倉 |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| ETF Managers Group, LLC | – | – | – | – | 本季未申報 |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | 本季未申報 |