| GWM Advisors LLC | 5,315 | $1.30 萬 | 0.00% | −5,567−51.2% | 減碼 |
| Ronald Blue Trust, Inc. | 4,597 | $1.12 萬 | 0.00% | −9,158−66.6% | 減碼 |
| AlphaMark Advisors, LLC | 4,025 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| WealthCollab, LLC | 3,238 | $7,901 | 0.01% | −4,786−59.6% | 減碼 |
| Natixis | 2,753 | $6,717 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 2,633 | $6,425 | 0.00% | +2,633 | 新進 |
| EverSource Wealth Advisors, LLC | 2,564 | $6,256 | 0.00% | −1,955−43.3% | 減碼 |
| Abound Wealth Management | 2,252 | $5,497 | 0.00% | +33+1.5% | 加碼 |
| WR Wealth Planners, LLC | 2,150 | $5,246 | 0.00% | +2,000+1,333.3% | 加碼 |
| Peoples Bank | 2,000 | $4,880 | 0.00% | 00.0% | 不變 |
| ORG Partners LLC | 1,812 | $4,422 | 0.00% | 00.0% | 不變 |
| West Branch Capital LLC | 1,661 | $4,053 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 1,552 | $3,787 | 0.00% | 00.0% | 不變 |
| US Bancorp | 1,486 | $3,626 | 0.00% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 1,464 | $3,572 | 0.00% | 00.0% | 不變 |
| Godsey & Gibb Associates | 1,395 | $3,404 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 1,260 | $3,074 | 0.00% | +100+8.6% | 加碼 |
| Glass Jacobson Investment Advisors llc | 1,000 | $2,440 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 1,000 | $2,440 | 0.00% | +1,000 | 新進 |
| Beaird Harris Wealth Management, LLC | 853 | $2,081 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 816 | $1,991 | 0.00% | 00.0% | 不變 |
| Medallion Wealth Advisors, LLC | 800 | $1,952 | 0.00% | +800 | 新進 |
| AdvisorNet Financial, Inc | 550 | $1,342 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 526 | $1,283 | 0.00% | +476+952.0% | 加碼 |
| Jones Financial Companies LLLP | 501 | $1,223 | 0.00% | +6+1.2% | 加碼 |
| SWAN Capital LLC | 500 | $1,220 | 0.00% | −350−41.2% | 減碼 |
| Salem Investment Counselors Inc | 500 | $1,220 | 0.00% | 00.0% | 不變 |
| West Financial Advisors, LLC | 500 | $1,220 | 0.00% | +500 | 新進 |
| CVA Family Office, LLC | 417 | $1,017 | 0.00% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 375 | $915 | 0.00% | 00.0% | 不變 |
| Vermillion & White Wealth Management Group, LLC | 350 | $854 | 0.00% | +350 | 新進 |
| Truvestments Capital LLC | 200 | $488 | 0.00% | 00.0% | 不變 |
| Mowery & Schoenfeld Wealth Management, LLC | 200 | $488 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 195 | $476 | 0.00% | −163−45.5% | 減碼 |
| Parallel Advisors, LLC | 193 | $471 | 0.00% | +193 | 新進 |
| Global Retirement Partners, LLC | 160 | $390 | 0.00% | +160 | 新進 |
| Legend Financial Advisors, Inc. | 128 | $312 | 0.00% | +128 | 新進 |
| Rhumbline Advisers | 105 | $256 | 0.00% | 00.0% | 不變 |
| Hager Investment Management Services, LLC | 50 | $122 | 0.00% | +50 | 新進 |
| Quadrant Capital Group LLC | 33 | $81 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 17 | $41 | 0.00% | −136−88.9% | 減碼 |
| True Wealth Design, LLC | 1 | $3 | 0.00% | 00.0% | 不變 |
| Equinox Partners Investment Management LLC | 0 | $0 | 0.00% | −2,986,986−100.0% | 清倉 |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −2,342,739−100.0% | 清倉 |
| Hamilton Capital Partners Inc. | 0 | $0 | 0.00% | −2,006,387−100.0% | 清倉 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −1,166,200−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −651,918−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −581,656−100.0% | 清倉 |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −447,000−100.0% | 清倉 |
| AXA S.A. | 0 | $0 | 0.00% | −395,022−100.0% | 清倉 |
| GTS Securities LLC | 0 | $0 | 0.00% | −375,473−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −368,402−100.0% | 清倉 |
| Old West Investment Management, LLC | 0 | $0 | 0.00% | −217,519−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −192,202−100.0% | 清倉 |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −138,370−100.0% | 清倉 |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −128,859−100.0% | 清倉 |
| Scientech Research LLC | 0 | $0 | 0.00% | −119,042−100.0% | 清倉 |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −114,470−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −105,206−100.0% | 清倉 |
| Impact Asset Management GmbH | 0 | $0 | 0.00% | −95,000−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −40,100−100.0% | 清倉 |
| Colonial River Wealth Management, LLC | 0 | $0 | 0.00% | −30,190−100.0% | 清倉 |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −30,190−100.0% | 清倉 |
| Providence First Trust Co | 0 | $0 | 0.00% | −23,400−100.0% | 清倉 |
| Oak Family Advisors, LLC | 0 | $0 | 0.00% | −22,500−100.0% | 清倉 |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −20,167−100.0% | 清倉 |
| Yousif Capital Management, LLC | 0 | $0 | 0.00% | −16,221−100.0% | 清倉 |
| Northern Trust Corp | 0 | $0 | 0.00% | −16,000−100.0% | 清倉 |
| Zacks Investment Management | 0 | $0 | 0.00% | −15,718−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −14,072−100.0% | 清倉 |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −13,500−100.0% | 清倉 |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −13,052−100.0% | 清倉 |
| Kellett Schaffner Wealth Advisors LLC | 0 | $0 | 0.00% | −12,500−100.0% | 清倉 |
| Berkshire Asset Management LLC | 0 | $0 | 0.00% | −13,788−100.0% | 清倉 |
| Seven Mile Advisory | 0 | $0 | 0.00% | −11,121−100.0% | 清倉 |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −10,843−100.0% | 清倉 |
| DGS Capital Management, LLC | 0 | $0 | 0.00% | −10,749−100.0% | 清倉 |
| Insigneo Advisory Services, LLC | 0 | $0 | 0.00% | −10,389−100.0% | 清倉 |
| Independent Wealth Network Inc. | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Baader Bank INC | 0 | $0 | 0.00% | −10,300−100.0% | 清倉 |
| Coston, McIsaac & Partners | 0 | $0 | 0.00% | −1,960−100.0% | 清倉 |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −1,582−100.0% | 清倉 |
| Mechanics Financial Corp | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| TruNorth Capital Management, LLC | 0 | $0 | 0.00% | −840−100.0% | 清倉 |
| Voisard Asset Management Group, Inc. | 0 | $0 | 0.00% | −34−100.0% | 清倉 |
| Raymond James & Associates | – | – | – | – | 本季未申報 |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | 本季未申報 |
| Raymond James Trust N.A. | – | – | – | – | 本季未申報 |
| Banque Cantonale Vaudoise | – | – | – | – | 本季未申報 |
