| Root Financial Partners, LLC | 79 | $3,646 | 0.00% | +79 | 新進 |
| Global Retirement Partners, LLC | 77 | $3,554 | 0.00% | 00.0% | 不變 |
| Kilter Group LLC | 75 | $3,462 | 0.00% | −3−3.8% | 減碼 |
| Capital Advisors, Ltd. LLC | 67 | $3,000 | 0.00% | 00.0% | 不變 |
| Hemington Wealth Management | 68 | $3,000 | 0.00% | +26+61.9% | 加碼 |
| Assetmark, Inc | 62 | $2,861 | 0.00% | +14+29.2% | 加碼 |
| MAI Capital Management | 61 | $2,816 | 0.00% | −75−55.1% | 減碼 |
| Private Wealth Management Group, LLC | 60 | $2,769 | 0.00% | 00.0% | 不變 |
| AlphaCore Capital LLC | 58 | $2,677 | 0.00% | +40+222.2% | 加碼 |
| TD Private Client Wealth LLC | 56 | $2,584 | 0.00% | −20−26.3% | 減碼 |
| Colonial Trust Co | 56 | $2,576 | 0.00% | +56 | 新進 |
| Farther Finance Advisors, LLC | 55 | $2,538 | 0.00% | +24+77.4% | 加碼 |
| GPS Wealth Strategies Group, LLC | 52 | $2,400 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 48 | $2,215 | 0.00% | 00.0% | 不變 |
| South State Corp. | 45 | $2,077 | 0.00% | −75−62.5% | 減碼 |
| Caitong International Asset Management Co., Ltd | 44 | $2,031 | 0.00% | −414−90.4% | 減碼 |
| Smithfield Trust Co | 55 | $2,000 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 38 | $1,754 | 0.00% | 00.0% | 不變 |
| Solstein Capital, LLC | 38 | $1,754 | 0.00% | 00.0% | 不變 |
| Dogwood Wealth Management LLC | 36 | $1,661 | 0.00% | +36 | 新進 |
| SBI Securities Co., Ltd. | 32 | $1,477 | 0.00% | +11+52.4% | 加碼 |
| GWM Advisors LLC | 31 | $1,431 | 0.00% | −5−13.9% | 減碼 |
| MV Capital Management, Inc. | 28 | $1,293 | 0.00% | +18+180.0% | 加碼 |
| Halbert Hargrove Global Advisors, LLC | 28 | $1,293 | 0.00% | +28 | 新進 |
| Cullen/Frost Bankers, Inc. | 27 | $1,246 | 0.00% | +27 | 新進 |
| Quest 10 Wealth Builders, Inc. | 26 | $1,200 | 0.00% | +26 | 新進 |
| Picton Mahoney Asset Management | 17 | $1,000 | 0.00% | 00.0% | 不變 |
| CX Institutional | 28 | $1,000 | 0.00% | 00.0% | 不變 |
| Bruce G. Allen Investments, LLC | 19 | $877 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 14 | $646 | 0.00% | −37−72.5% | 減碼 |
| Ritter Daniher Financial Advisory LLC | 12 | $554 | 0.00% | 00.0% | 不變 |
| CVA Family Office, LLC | 11 | $508 | 0.00% | 00.0% | 不變 |
| Rialto Wealth Management, LLC | 11 | $508 | 0.00% | +11 | 新進 |
| Mather Group, LLC. | 10 | $462 | 0.00% | +10 | 新進 |
| Activest Wealth Management | 8 | $369 | 0.00% | 00.0% | 不變 |
| Cromwell Holdings LLC | 7 | $324 | 0.00% | +4+133.3% | 加碼 |
| JFS Wealth Advisors, LLC | 7 | $324 | 0.00% | +7 | 新進 |
| Massmutual Trust Co FSB | 6 | $277 | 0.00% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 6 | $277 | 0.00% | +6 | 新進 |
| Stone House Investment Management, LLC | 5 | $231 | 0.00% | +5 | 新進 |
| Bear Mountain Capital, Inc. | 3 | $140 | 0.00% | +3 | 新進 |
| SJS Investment Consulting Inc. | 3 | $139 | 0.00% | +3 | 新進 |
| Private Wealth Asset Management, LLC | 3 | $138 | 0.00% | 00.0% | 不變 |
| New Millennium Group LLC | 3 | $138 | 0.00% | +3 | 新進 |
| Rise Advisors, LLC | 3 | $126 | 0.00% | 00.0% | 不變 |
| DiNuzzo Private Wealth, Inc. | 2 | $106 | 0.00% | +2 | 新進 |
| Avion Wealth | 11 | $0 | 0.00% | 00.0% | 不變 |
| Cloud Capital Management, LLC | 4 | $0 | 0.00% | +4 | 新進 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −535,843−100.0% | 清倉 |
| Kent Lake PR LLC | 0 | $0 | 0.00% | −267,250−100.0% | 清倉 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −222,833−100.0% | 清倉 |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −66,120−100.0% | 清倉 |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −58,047−100.0% | 清倉 |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −46,433−100.0% | 清倉 |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −40,000−100.0% | 清倉 |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −28,719−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −25,732−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −10,311−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −9,280−100.0% | 清倉 |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −8,573−100.0% | 清倉 |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −7,948−100.0% | 清倉 |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −6,873−100.0% | 清倉 |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −5,719−100.0% | 清倉 |
| Ethic Inc. | 0 | $0 | 0.00% | −6,789−100.0% | 清倉 |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −5,403−100.0% | 清倉 |
| Sym Financial Corp | 0 | $0 | 0.00% | −4,522−100.0% | 清倉 |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −4,488−100.0% | 清倉 |
| Bank of Montreal | 0 | $0 | 0.00% | −4,190−100.0% | 清倉 |
| Prasad Wealth Partners, LLC | 0 | $0 | 0.00% | −4,175−100.0% | 清倉 |
| DGS Capital Management, LLC | 0 | $0 | 0.00% | −4,032−100.0% | 清倉 |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −3,871−100.0% | 清倉 |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −3,787−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,793−100.0% | 清倉 |
| Traub Capital Management LLC | 0 | $0 | 0.00% | −3,490−100.0% | 清倉 |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −776−100.0% | 清倉 |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −655−100.0% | 清倉 |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −379−100.0% | 清倉 |
| Retirement Wealth Solutions LLC | 0 | $0 | 0.00% | −286−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −227−100.0% | 清倉 |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −153−100.0% | 清倉 |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −155−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −115−100.0% | 清倉 |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −45−100.0% | 清倉 |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Olistico Wealth, LLC | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Norges Bank | – | – | – | – | 本季未申報 |
| Tyler-Stone Wealth Management | – | – | – | – | 本季未申報 |
| Avantax Advisory Services, Inc. | – | – | – | – | 本季未申報 |
| Total Wealth Planning & Management, Inc. | – | – | – | – | 本季未申報 |
| Atlas Capital Advisors LLC | – | – | – | – | 本季未申報 |
| First Horizon Advisors, Inc. | – | – | – | – | 本季未申報 |
