| Venturi Wealth Management, LLC | 151 | $8,472 | 0.00% | −116−43.4% | 減碼 |
| GeoWealth Management, LLC | 142 | $7,967 | 0.00% | +142 | 新進 |
| Massmutual Trust Co FSB | 125 | $7,013 | 0.00% | +23+22.5% | 加碼 |
| Proequities, Inc. | 120 | $6,732 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 118 | $6,620 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 110 | $6,176 | 0.00% | −19−14.7% | 減碼 |
| Sandy Spring Bank | 106 | $5,947 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 104 | $5,835 | 0.00% | +1+1.0% | 加碼 |
| Cherry Tree Wealth Management, LLC | 100 | $5,610 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 90 | $5,049 | 0.00% | 00.0% | 不變 |
| Tompkins Financial Corp | 90 | $5,049 | 0.00% | 00.0% | 不變 |
| Concord Wealth Partners | 85 | $4,740 | 0.00% | 00.0% | 不變 |
| Trust Co of Vermont | 78 | $4,376 | 0.00% | −222−74.0% | 減碼 |
| Private Trust Co NA | 77 | $4,320 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 75 | $4,220 | 0.00% | +45+150.0% | 加碼 |
| Cape Investment Advisory, Inc. | 75 | $4,208 | 0.00% | 00.0% | 不變 |
| Bokf, NA | 75 | $4,148 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 72 | $4,039 | 0.00% | 00.0% | 不變 |
| Northwest Investment Counselors, LLC | 63 | $3,534 | 0.00% | +63 | 新進 |
| Frazier Financial Advisors, LLC | 59 | $3,310 | 0.00% | +13+28.3% | 加碼 |
| DT Investment Partners, LLC | 52 | $2,918 | 0.00% | 00.0% | 不變 |
| St Germain D J Co Inc | 48 | $2,693 | 0.00% | 00.0% | 不變 |
| LGT Financial Advisors LLC | 45 | $2,525 | 0.01% | 00.0% | 不變 |
| MeadowBrook Investment Advisors LLC | 15 | $2,374 | 0.00% | 00.0% | 不變 |
| Eagle Bay Advisors LLC | 40 | $2,244 | 0.00% | −18−31.0% | 減碼 |
| Capital Advisors, Ltd. LLC | 28 | $2,000 | 0.00% | −30−51.7% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 32 | $1,795 | 0.00% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 31 | $1,739 | 0.00% | +31 | 新進 |
| Bell Investment Advisors, Inc | 30 | $1,683 | 0.00% | −18−37.5% | 減碼 |
| EverSource Wealth Advisors, LLC | 30 | $1,683 | 0.00% | +10+50.0% | 加碼 |
| WealthCollab, LLC | 29 | $1,627 | 0.00% | 00.0% | 不變 |
| FSA Wealth Management LLC | 25 | $1,425 | 0.00% | +25 | 新進 |
| Versant Capital Management, Inc | 25 | $1,403 | 0.00% | +25 | 新進 |
| IFP Advisors, Inc | 21 | $1,178 | 0.00% | 00.0% | 不變 |
| Sachetta, LLC | 20 | $1,122 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 19 | $1,049 | 0.00% | −5−20.8% | 減碼 |
| CNB Bank | 18 | $1,010 | 0.00% | −64−78.0% | 減碼 |
| Farmers & Merchants Investments Inc | 18 | $1,010 | 0.00% | 00.0% | 不變 |
| Hemington Wealth Management | 24 | $1,000 | 0.00% | +24 | 新進 |
| Larson Financial Group LLC | 17 | $954 | 0.00% | +6+54.5% | 加碼 |
| HM Payson & Co | 17 | $954 | 0.00% | +17 | 新進 |
| DiNuzzo Private Wealth, Inc. | 6 | $950 | 0.00% | 00.0% | 不變 |
| Mather Group, LLC. | 16 | $898 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 15 | $842 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 14 | $786 | 0.00% | 00.0% | 不變 |
| Ashton Thomas Securities, LLC | 13 | $729 | 0.00% | +13 | 新進 |
| Glen Eagle Advisors, LLC | 12 | $677 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 11 | $617 | 0.00% | 00.0% | 不變 |
| Albion Financial Group | 7 | $393 | 0.00% | 00.0% | 不變 |
| Capital Performance Advisors LLP | 7 | $393 | 0.00% | +7 | 新進 |
| Prestige Wealth Management Group LLC | 5 | $281 | 0.00% | 00.0% | 不變 |
| Claris Advisors, LLC | 4 | $224 | 0.00% | +4 | 新進 |
| West Branch Capital LLC | 2 | $113 | 0.00% | +2 | 新進 |
| Financial Management Professionals, Inc. | 5 | $0 | 0.00% | 00.0% | 不變 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −247,842−100.0% | 清倉 |
| Fort Washington Investment Advisors Inc | 0 | $0 | 0.00% | −228,797−100.0% | 清倉 |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −225,144−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −143,519−100.0% | 清倉 |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −143,106−100.0% | 清倉 |
| Axiom Investors LLC | 0 | $0 | 0.00% | −103,622−100.0% | 清倉 |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −89,960−100.0% | 清倉 |
| Fagan Associates, Inc. | 0 | $0 | 0.00% | −49,306−100.0% | 清倉 |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −36,423−100.0% | 清倉 |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −21,927−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −18,404−100.0% | 清倉 |
| Spears Abacus Advisors LLC | 0 | $0 | 0.00% | −11,582−100.0% | 清倉 |
| PDT Partners, LLC | 0 | $0 | 0.00% | −11,510−100.0% | 清倉 |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −11,267−100.0% | 清倉 |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −4,300−100.0% | 清倉 |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −6,159−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −4,876−100.0% | 清倉 |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −4,743−100.0% | 清倉 |
| Mariner, LLC | 0 | $0 | 0.00% | −4,786−100.0% | 清倉 |
| Foster & Motley Inc | 0 | $0 | 0.00% | −4,452−100.0% | 清倉 |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −4,165−100.0% | 清倉 |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −3,894−100.0% | 清倉 |
| Basepoint Wealth LLC | 0 | $0 | 0.00% | −3,631−100.0% | 清倉 |
| Janney Capital Management LLC | 0 | $0 | 0.00% | −3,382−100.0% | 清倉 |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −3,373−100.0% | 清倉 |
| Goelzer Investment Management, Inc. | 0 | $0 | 0.00% | −3,326−100.0% | 清倉 |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −3,293−100.0% | 清倉 |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −530−100.0% | 清倉 |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −247−100.0% | 清倉 |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −242−100.0% | 清倉 |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −221−100.0% | 清倉 |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −195−100.0% | 清倉 |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −138−100.0% | 清倉 |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −52−100.0% | 清倉 |
| Abich Financial Wealth Management LLC | 0 | $0 | 0.00% | −43−100.0% | 清倉 |
| Gradient Investments LLC | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −24−100.0% | 清倉 |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Main Street Group, LTD | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| MV Capital Management, Inc. | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| BlackRock Inc. | – | – | – | – | 本季未申報 |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | 本季未申報 |
