| Buckingham Strategic Partners | 20,427 | $24.8 萬 | 0.01% | −1,235−5.7% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 20,388 | $24.7 萬 | 0.00% | +7,053+52.9% | 加碼 |
| Western Wealth Management, LLC | 20,382 | $24.7 萬 | 0.02% | −1,123−5.2% | 減碼 |
| Brookstone Capital Management | 19,486 | $24.2 萬 | 0.00% | +588+3.1% | 加碼 |
| HighTower Advisors, LLC | 19,631 | $23.8 萬 | 0.00% | −216−1.1% | 減碼 |
| SWMG, LLC | 19,374 | $23.5 萬 | 0.10% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 17,946 | $21.8 萬 | 0.02% | −14,519−44.7% | 減碼 |
| Brinker Capital Investments, LLC | 17,591 | $21.3 萬 | 0.00% | +17,591 | 新進 |
| Orion Portfolio Solutions, LLC | 17,591 | $21.3 萬 | 0.00% | +17,591 | 新進 |
| Jump Financial, LLC | 17,371 | $21.1 萬 | 0.00% | −35,910−67.4% | 減碼 |
| Gen-Wealth Partners Inc | 17,304 | $21.0 萬 | 0.10% | −555−3.1% | 減碼 |
| Tanglewood Legacy Advisors, LLC | 16,865 | $20.4 萬 | 0.10% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 16,867 | $20.4 萬 | 0.02% | +16,867 | 新進 |
| Founders Financial Alliance, LLC | 16,719 | $20.3 萬 | 0.06% | +4,993+42.6% | 加碼 |
| Wealthspire Advisors, LLC | 16,687 | $20.2 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 16,258 | $19.7 萬 | 0.01% | +353+2.2% | 加碼 |
| Strategic Blueprint, LLC | 16,253 | $19.7 萬 | 0.01% | −1,940−10.7% | 減碼 |
| Sofos Investments, Inc. | 16,233 | $19.7 萬 | 0.05% | −24,845−60.5% | 減碼 |
| Triumph Capital Management | 15,521 | $18.9 萬 | 0.07% | −1,865−10.7% | 減碼 |
| Cape Investment Advisory, Inc. | 15,476 | $18.8 萬 | 0.08% | −206−1.3% | 減碼 |
| Harbour Investments, Inc. | 15,470 | $18.7 萬 | 0.01% | +89+0.6% | 加碼 |
| Regatta Capital Group, LLC | 15,438 | $18.7 萬 | 0.04% | −4,252−21.6% | 減碼 |
| Integrated Wealth Concepts LLC | 15,230 | $18.5 萬 | 0.00% | −1,595−9.5% | 減碼 |
| Ignite Planners, LLC | 14,885 | $18.2 萬 | 0.04% | −1,332−8.2% | 減碼 |
| Creative Planning | 14,821 | $18.0 萬 | 0.00% | −4,145−21.9% | 減碼 |
| Kowal Investment Group, LLC | 13,939 | $16.9 萬 | 0.03% | −13,351−48.9% | 減碼 |
| Marshall Wace, LLP | 13,503 | $16.4 萬 | 0.00% | +13,503 | 新進 |
| Fullcircle Wealth LLC | 12,810 | $15.6 萬 | 0.08% | +12,810 | 新進 |
| Wedbush Securities Inc | 12,900 | $15.6 萬 | 0.01% | +600+4.9% | 加碼 |
| Global Retirement Partners, LLC | 12,704 | $15.4 萬 | 0.00% | +129+1.0% | 加碼 |
| Pensionmark Financial Group, LLC | 12,622 | $15.3 萬 | 0.01% | +12,622 | 新進 |
| Strong Tower Advisory Services | 12,503 | $15.2 萬 | 0.05% | 00.0% | 不變 |
| First Heartland Consultants, Inc. | 11,951 | $14.5 萬 | 0.01% | +11,951 | 新進 |
| Stratos Wealth Partners, LTD. | 11,759 | $14.3 萬 | 0.00% | +473+4.2% | 加碼 |
| SageView Advisory Group, LLC | 11,322 | $13.7 萬 | 0.01% | −3,611−24.2% | 減碼 |
| Centaurus Financial, Inc. | 11,295 | $13.7 萬 | 0.01% | −7,073−38.5% | 減碼 |
| Providence Wealth Advisors, LLC | 11,146 | $13.4 萬 | 0.11% | 00.0% | 不變 |
| Bensler, LLC | 10,662 | $12.9 萬 | 0.02% | −1,558−12.7% | 減碼 |
| Bank of America Corp | 10,625 | $12.9 萬 | 0.00% | +2,781+35.5% | 加碼 |
| RFG Advisory, LLC | 10,615 | $12.9 萬 | 0.00% | +46+0.4% | 加碼 |
| Atticus Wealth Management, LLC | 10,594 | $12.8 萬 | 0.04% | 00.0% | 不變 |
| Guggenheim Capital LLC | 10,234 | $12.4 萬 | 0.00% | −289−2.7% | 減碼 |
| Coppell Advisory Solutions LLC | 9,873 | $12.0 萬 | 0.02% | +9,873 | 新進 |
| Wells Fargo & Company | 9,543 | $11.6 萬 | 0.00% | −30.0% | 減碼 |
| JPMorgan Chase & Co | 9,359 | $11.3 萬 | 0.00% | −23,359−71.4% | 減碼 |
| Geneos Wealth Management Inc. | 8,020 | $9.72 萬 | 0.00% | −1,617−16.8% | 減碼 |
| Private Trust Co NA | 7,284 | $8.83 萬 | 0.01% | 00.0% | 不變 |
| Proequities, Inc. | 6,364 | $7.74 萬 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 5,826 | $7.08 萬 | 0.00% | −16,395−73.8% | 減碼 |
| LSV Asset Management | 5,800 | $7.00 萬 | 0.00% | 00.0% | 不變 |
| Laffer Tengler Investments | 5,418 | $6.57 萬 | 0.01% | +5,418 | 新進 |
| Huntington National Bank | 4,704 | $5.70 萬 | 0.00% | 00.0% | 不變 |
| Joseph Group Capital Management | 4,131 | $5.01 萬 | 0.03% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 4,000 | $4.96 萬 | 0.00% | 00.0% | 不變 |
| Tyler-Stone Wealth Management | 3,863 | $4.68 萬 | 0.02% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 3,850 | $4.67 萬 | 0.00% | 00.0% | 不變 |
| Hillsdale Investment Management Inc. | 3,600 | $4.36 萬 | 0.00% | +3,600 | 新進 |
| Signaturefd, LLC | 3,309 | $4.01 萬 | 0.00% | 00.0% | 不變 |
| Tidemark, LLC | 3,003 | $3.64 萬 | 0.02% | −195−6.1% | 減碼 |
| Main Street Group, LTD | 2,856 | $3.47 萬 | 0.01% | −2,026−41.5% | 減碼 |
| New England Capital Financial Advisors LLC | 2,173 | $2.63 萬 | 0.01% | +63+3.0% | 加碼 |
| Arlington Trust Co LLC | 2,100 | $2.55 萬 | 0.01% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 2,000 | $2.42 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 1,689 | $2.06 萬 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 1,662 | $2.01 萬 | 0.00% | +902+118.7% | 加碼 |
| Camelot Portfolios, LLC | 1,629 | $1.97 萬 | 0.01% | +1,629 | 新進 |
| Steward Partners Investment Advisory, LLC | 1,562 | $1.89 萬 | 0.00% | 00.0% | 不變 |
| Group One Trading, L.P. | 1,000 | $1.21 萬 | 0.00% | +1,000 | 新進 |
| SOA Wealth Advisors, LLC. | 854 | $1.03 萬 | 0.00% | 00.0% | 不變 |
| Tucker Asset Management LLC | 590 | $7,151 | 0.00% | 00.0% | 不變 |
| Kozak & Associates, Inc. | 514 | $6,338 | 0.00% | +15+3.0% | 加碼 |
| Nomura Asset Management Co Ltd | 439 | $5,321 | 0.00% | +439 | 新進 |
| Sound Income Strategies, LLC | 404 | $4,896 | 0.00% | 00.0% | 不變 |
| Richardson Financial Services Inc. | 399 | $4,836 | 0.00% | 00.0% | 不變 |
| Richard W. Paul & Associates, LLC | 285 | $3,454 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 87 | $1,054 | 0.00% | +87 | 新進 |
| NBC Securities, Inc. | 159 | $1,000 | 0.00% | +4+2.6% | 加碼 |
| GWM Advisors LLC | 6 | $70 | 0.00% | 00.0% | 不變 |
| FMR LLC | 1 | $12 | 0.00% | 00.0% | 不變 |
| Punch & Associates Investment Management, Inc. | 0 | $0 | 0.00% | −556,213−100.0% | 清倉 |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −528,464−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −104,350−100.0% | 清倉 |
| Wealthstar Advisors, LLC | 0 | $0 | 0.00% | −63,773−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −60,040−100.0% | 清倉 |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −33,201−100.0% | 清倉 |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −28,576−100.0% | 清倉 |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −25,373−100.0% | 清倉 |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −25,239−100.0% | 清倉 |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −16,354−100.0% | 清倉 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −16,316−100.0% | 清倉 |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −14,761−100.0% | 清倉 |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −13,116−100.0% | 清倉 |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −12,646−100.0% | 清倉 |
| Redwood Financial Network Corp | 0 | $0 | 0.00% | −11,779−100.0% | 清倉 |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −10,786−100.0% | 清倉 |
| PFG Investments, LLC | 0 | $0 | 0.00% | −10,123−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −8,164−100.0% | 清倉 |
| FirstPurpose Wealth LLC | – | – | – | – | 本季未申報 |
| Imprint Wealth LLC | – | – | – | – | 本季未申報 |
