| Hemington Wealth Management | 56 | $2,000 | 0.00% | +28+100.0% | 加碼 |
| Farmers & Merchants Investments Inc | 33 | $1,696 | 0.00% | +15+83.3% | 加碼 |
| IFP Advisors, Inc | 30 | $1,542 | 0.00% | +9+42.9% | 加碼 |
| WealthCollab, LLC | 29 | $1,491 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 28 | $1,450 | 0.00% | −4−12.5% | 減碼 |
| Financial Network Wealth Advisors LLC | 26 | $1,341 | 0.00% | +26 | 新進 |
| Sachetta, LLC | 20 | $1,028 | 0.00% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 27 | $1,000 | 0.00% | −54−66.7% | 減碼 |
| CNB Bank | 18 | $925 | 0.00% | 00.0% | 不變 |
| DiNuzzo Private Wealth, Inc. | 6 | $920 | 0.00% | 00.0% | 不變 |
| HM Payson & Co | 17 | $874 | 0.00% | 00.0% | 不變 |
| Mather Group, LLC. | 16 | $822 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 15 | $775 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 15 | $771 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 12 | $624 | 0.00% | 00.0% | 不變 |
| ORG Partners LLC | 12 | $618 | 0.00% | +12 | 新進 |
| SJS Investment Consulting Inc. | 12 | $617 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 11 | $565 | 0.00% | −11−50.0% | 減碼 |
| Raffa Wealth Management, LLC | 11 | $565 | 0.00% | 00.0% | 不變 |
| Bare Financial Services, Inc | 10 | $514 | 0.00% | +10 | 新進 |
| Albion Financial Group | 7 | $360 | 0.00% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 6 | $308 | 0.00% | +3+100.0% | 加碼 |
| Prestige Wealth Management Group LLC | 5 | $257 | 0.00% | 00.0% | 不變 |
| Rise Advisors, LLC | 4 | $210 | 0.00% | −290−98.6% | 減碼 |
| Bell Investment Advisors, Inc | 3 | $155 | 0.00% | +3 | 新進 |
| HFM Investment Advisors, LLC | 3 | $155 | 0.00% | +3 | 新進 |
| Bay Harbor Wealth Management, LLC | 3 | $154 | 0.00% | +3 | 新進 |
| Financial Management Professionals, Inc. | 2 | $103 | 0.00% | −1−33.3% | 減碼 |
| Parkworth Wealth Management, Inc. | 2 | $103 | 0.00% | 00.0% | 不變 |
| MV Capital Management, Inc. | 1 | $52 | 0.00% | +1 | 新進 |
| True Wealth Design, LLC | 1 | $52 | 0.00% | +1 | 新進 |
| Hantz Financial Services, Inc. | 8 | $0 | 0.00% | +8 | 新進 |
| Proequities, Inc. | 0 | $0 | 0.00% | −932−100.0% | 清倉 |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −390,099−100.0% | 清倉 |
| Minneapolis Portfolio Management Group, LLC | 0 | $0 | 0.00% | −381,764−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −138,308−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −65,553−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −53,353−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −41,391−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −31,900−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −26,721−100.0% | 清倉 |
| Omers Administration Corp | 0 | $0 | 0.00% | −20,700−100.0% | 清倉 |
| Crestline Management, LP | 0 | $0 | 0.00% | −17,293−100.0% | 清倉 |
| Secured Retirement Advisors, LLC | 0 | $0 | 0.00% | −15,260−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −14,480−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −11,110−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −11,044−100.0% | 清倉 |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −9,049−100.0% | 清倉 |
| Change Path, LLC | 0 | $0 | 0.00% | −8,798−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −8,259−100.0% | 清倉 |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −7,940−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −8,057−100.0% | 清倉 |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −7,714−100.0% | 清倉 |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −7,333−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −6,525−100.0% | 清倉 |
| Griffin Asset Management, Inc. | 0 | $0 | 0.00% | −5,850−100.0% | 清倉 |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −5,734−100.0% | 清倉 |
| Transce3nd, LLC | 0 | $0 | 0.00% | −5,734−100.0% | 清倉 |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −5,468−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −5,225−100.0% | 清倉 |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −4,881−100.0% | 清倉 |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −4,856−100.0% | 清倉 |
| Corton Capital Inc. | 0 | $0 | 0.00% | −4,530−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −4,145−100.0% | 清倉 |
| JT Stratford LLC | 0 | $0 | 0.00% | −4,088−100.0% | 清倉 |
| Carret Asset Management, LLC | 0 | $0 | 0.00% | −3,860−100.0% | 清倉 |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −3,853−100.0% | 清倉 |
| Rehmann Capital Advisory Group | 0 | $0 | 0.00% | −3,835−100.0% | 清倉 |
| Resonant Capital Advisors, LLC | 0 | $0 | 0.00% | −3,829−100.0% | 清倉 |
| JB Capital LLC | 0 | $0 | 0.00% | −3,786−100.0% | 清倉 |
| Mariner, LLC | 0 | $0 | 0.00% | −3,542−100.0% | 清倉 |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −3,535−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −3,480−100.0% | 清倉 |
| Cascade Financial Partners, LLC | 0 | $0 | 0.00% | −3,470−100.0% | 清倉 |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −1,639−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −1,427−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −720−100.0% | 清倉 |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −408−100.0% | 清倉 |
| Washington Trust Co | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −363−100.0% | 清倉 |
| American National Bank | 0 | $0 | 0.00% | −307−100.0% | 清倉 |
| Motco | 0 | $0 | 0.00% | −285−100.0% | 清倉 |
| Assetmark, Inc | 0 | $0 | 0.00% | −261−100.0% | 清倉 |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −195−100.0% | 清倉 |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −180−100.0% | 清倉 |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −152−100.0% | 清倉 |
| Hopwood Financial Services, Inc. | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −45−100.0% | 清倉 |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| MeadowBrook Investment Advisors LLC | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| West Branch Capital LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| REAP Financial Group, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Nuveen Asset Management, LLC | – | – | – | – | 本季未申報 |
| Madison Investment Advisors, LLC | – | – | – | – | 本季未申報 |
| Vise Technologies, Inc. | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
