| Center for Financial Planning, Inc. | 780 | $4.57 萬 | 0.00% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 639 | $3.75 萬 | 0.00% | −299−31.9% | 減碼 |
| Public Employees Retirement System of Ohio | 619 | $3.63 萬 | 0.00% | +33+5.6% | 加碼 |
| Ogorek Anthony Joseph | 579 | $3.30 萬 | 0.01% | +5+0.9% | 加碼 |
| Smartleaf Asset Management LLC | 564 | $3.25 萬 | 0.00% | −900−61.5% | 減碼 |
| IFP Advisors, Inc | 524 | $3.07 萬 | 0.00% | +2+0.4% | 加碼 |
| Versant Capital Management, Inc | 516 | $3.03 萬 | 0.00% | +16+3.2% | 加碼 |
| Salomon & Ludwin, LLC | 412 | $2.45 萬 | 0.00% | 00.0% | 不變 |
| St Germain D J Co Inc | 417 | $2.45 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 394 | $2.30 萬 | 0.00% | +80+25.5% | 加碼 |
| GAMMA Investing LLC | 391 | $2.29 萬 | 0.00% | +40+11.4% | 加碼 |
| Nomura Asset Management Co Ltd | 390 | $2.29 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 385 | $2.26 萬 | 0.00% | +385 | 新進 |
| Kemnay Advisory Services Inc. | 346 | $2.03 萬 | 0.00% | +346 | 新進 |
| Private Trust Co NA | 300 | $1.76 萬 | 0.00% | 00.0% | 不變 |
| Smithfield Trust Co | 270 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Root Financial Partners, LLC | 269 | $1.58 萬 | 0.00% | +101+60.1% | 加碼 |
| Advisory Services Network, LLC | 249 | $1.46 萬 | 0.00% | +249 | 新進 |
| Transamerica Financial Advisors, Inc. | 203 | $1.20 萬 | 0.00% | +64+46.0% | 加碼 |
| STRS Ohio | 200 | $1.17 萬 | 0.00% | −500−71.4% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 168 | $9,853 | 0.00% | +115+217.0% | 加碼 |
| Bare Financial Services, Inc | 164 | $9,619 | 0.00% | +21+14.7% | 加碼 |
| Umb Bank N A | 129 | $7,566 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 126 | $7,391 | 0.00% | +24+23.5% | 加碼 |
| Parkside Financial Bank & Trust | 103 | $6,042 | 0.00% | 00.0% | 不變 |
| Twin Peaks Wealth Advisors, LLC | 101 | $5,924 | 0.00% | +101 | 新進 |
| Silver Grove Financial Group, Inc. | 100 | $5,865 | 0.00% | +100 | 新進 |
| Rothschild Investment LLC | 91 | $5,337 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 91 | $5,337 | 0.00% | 00.0% | 不變 |
| Addison Advisors LLC | 90 | $5,279 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 80 | $4,692 | 0.00% | 00.0% | 不變 |
| Keating Financial Advisory Services, Inc. | 71 | $4,164 | 0.00% | +50+238.1% | 加碼 |
| Larson Financial Group LLC | 68 | $3,988 | 0.00% | +3+4.6% | 加碼 |
| Allworth Financial LP | 64 | $3,754 | 0.00% | +32+100.0% | 加碼 |
| CVA Family Office, LLC | 64 | $3,754 | 0.00% | +64 | 新進 |
| Sound Income Strategies, LLC | 57 | $3,411 | 0.00% | 00.0% | 不變 |
| Osbon Capital Management LLC | 50 | $2,932 | 0.00% | 00.0% | 不變 |
| Basecamp Wealth Advisors LLC | 43 | $2,522 | 0.00% | −43−50.0% | 減碼 |
| Fortitude Family Office, LLC | 41 | $2,405 | 0.00% | +22+115.8% | 加碼 |
| High Note Wealth, LLC | 36 | $2,111 | 0.00% | 00.0% | 不變 |
| Retirement Wealth Solutions LLC | 35 | $2,053 | 0.00% | +13+59.1% | 加碼 |
| Parallel Advisors, LLC | 35 | $2,053 | 0.00% | +35 | 新進 |
| JFS Wealth Advisors, LLC | 32 | $1,884 | 0.00% | −11−25.6% | 減碼 |
| Dogwood Wealth Management LLC | 32 | $1,877 | 0.00% | +32 | 新進 |
| Farmers & Merchants Investments Inc | 29 | $1,701 | 0.00% | −3−9.4% | 減碼 |
| MAI Capital Management | 29 | $1,701 | 0.00% | +13+81.3% | 加碼 |
| Picton Mahoney Asset Management | 20 | $1,173 | 0.00% | 00.0% | 不變 |
| Private Wealth Management Group, LLC | 18 | $1,056 | 0.00% | 00.0% | 不變 |
| Signature Equity Partners, LLC | 14 | $821 | 0.00% | 00.0% | 不變 |
| Essential Partners LLC | 11 | $645 | 0.00% | +1+10.0% | 加碼 |
| DiNuzzo Private Wealth, Inc. | 10 | $587 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 10 | $587 | 0.00% | 00.0% | 不變 |
| Ankerstar Wealth, LLC | 9 | $532 | 0.00% | 00.0% | 不變 |
| Gilpin Wealth Management, LLC | 9 | $528 | 0.00% | +7+350.0% | 加碼 |
| SJS Investment Consulting Inc. | 8 | $470 | 0.00% | +3+60.0% | 加碼 |
| Jones Financial Companies LLLP | 8 | $454 | 0.00% | −57−87.7% | 減碼 |
| Rialto Wealth Management, LLC | 7 | $411 | 0.00% | 00.0% | 不變 |
| Bay Harbor Wealth Management, LLC | 7 | $410 | 0.00% | +1+16.7% | 加碼 |
| SBI Securities Co., Ltd. | 4 | $235 | 0.00% | 00.0% | 不變 |
| HFM Investment Advisors, LLC | 4 | $235 | 0.00% | 00.0% | 不變 |
| Vermillion Wealth Management, Inc. | 3 | $176 | 0.00% | +3 | 新進 |
| Caitong International Asset Management Co., Ltd | 2 | $117 | 0.00% | +2 | 新進 |
| Dunhill Financial, LLC | 1 | $64 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 1 | $59 | 0.00% | +1 | 新進 |
| Curio Wealth, LLC | 1 | $59 | 0.00% | +1 | 新進 |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −122,201−100.0% | 清倉 |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −58,130−100.0% | 清倉 |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −56,000−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −42,143−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −38,408−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −25,942−100.0% | 清倉 |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −21,436−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −14,751−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −12,096−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −11,643−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −9,953−100.0% | 清倉 |
| Quest Partners LLC | 0 | $0 | 0.00% | −8,959−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −6,991−100.0% | 清倉 |
| Minerva Advisors LLC | 0 | $0 | 0.00% | −6,618−100.0% | 清倉 |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −5,942−100.0% | 清倉 |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −4,848−100.0% | 清倉 |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −4,334−100.0% | 清倉 |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −3,933−100.0% | 清倉 |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −3,637−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −3,608−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −2,706−100.0% | 清倉 |
| Lipe & Dalton | 0 | $0 | 0.00% | −900−100.0% | 清倉 |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −725−100.0% | 清倉 |
| Eurizon Capital SGR S.p.A. | 0 | $0 | 0.00% | −234−100.0% | 清倉 |
| Danske Bank A/S | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −185−100.0% | 清倉 |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −102−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −46−100.0% | 清倉 |
| Torren Management, LLC | 0 | $0 | 0.00% | −35−100.0% | 清倉 |
| Signaturefd, LLC | 0 | $0 | 0.00% | −28−100.0% | 清倉 |
| Vanguard Group Inc | – | – | – | – | 本季未申報 |
| Norges Bank | – | – | – | – | 本季未申報 |
| Canandaigua National Bank & Trust Co | – | – | – | – | 本季未申報 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| Trust Co of Vermont | – | – | – | – | 本季未申報 |
