| Tounjian Advisory Partners, LLC | 16 | $2,655 | 0.00% | +16 | 新進 |
| Synergy Investment Management, LLC | 15 | $2,489 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 13 | $2,157 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 11 | $1,826 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 11 | $1,825 | 0.00% | 00.0% | 不變 |
| Triumph Capital Management | 11 | $1,825 | 0.00% | 00.0% | 不變 |
| Cedar Mountain Advisors, LLC | 11 | $1,825 | 0.00% | 00.0% | 不變 |
| Cromwell Holdings LLC | 10 | $1,660 | 0.00% | 00.0% | 不變 |
| Montgomery Financial Services LLC | 10 | $1,660 | 0.00% | +10 | 新進 |
| Raffa Wealth Management, LLC | 9 | $1,494 | 0.00% | 00.0% | 不變 |
| Creative Capital Management Investments LLC | 9 | $1,494 | 0.00% | +9 | 新進 |
| Asset Dedication, LLC | 8 | $1,328 | 0.00% | 00.0% | 不變 |
| Ankerstar Wealth, LLC | 8 | $1,328 | 0.00% | 00.0% | 不變 |
| WPG Advisers, LLC | 8 | $1,328 | 0.00% | 00.0% | 不變 |
| Manning & Napier Advisors LLC | 8 | $1,281 | 0.00% | −3−27.3% | 減碼 |
| South State Corp. | 7 | $1,162 | 0.00% | 00.0% | 不變 |
| Gilpin Wealth Management, LLC | 7 | $1,162 | 0.00% | 00.0% | 不變 |
| Bay Harbor Wealth Management, LLC | 7 | $1,162 | 0.00% | 00.0% | 不變 |
| HFM Investment Advisors, LLC | 7 | $1,162 | 0.00% | +5+250.0% | 加碼 |
| DiNuzzo Private Wealth, Inc. | 6 | $996 | 0.00% | 00.0% | 不變 |
| Gen-Wealth Partners Inc | 6 | $996 | 0.00% | 00.0% | 不變 |
| Rialto Wealth Management, LLC | 6 | $996 | 0.00% | +2+50.0% | 加碼 |
| Noble Wealth Management PBC | 5 | $830 | 0.00% | +5 | 新進 |
| Atlantic Trust, LLC | 4 | $664 | 0.00% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 4 | $663 | 0.00% | +2+100.0% | 加碼 |
| TD Capital Management LLC | 3 | $498 | 0.00% | −21−87.5% | 減碼 |
| Zions Bancorporation, National Association | 3 | $498 | 0.00% | +2+200.0% | 加碼 |
| Hughes Financial Services, LLC | 3 | $498 | 0.00% | +2+200.0% | 加碼 |
| Davis Capital Management | 3 | $498 | 0.00% | +3 | 新進 |
| Cornerstone Financial Management LLC | 3 | $498 | 0.00% | +3 | 新進 |
| Abound Wealth Management | 2 | $332 | 0.00% | 00.0% | 不變 |
| American Capital Advisory, LLC | 2 | $332 | 0.00% | 00.0% | 不變 |
| Dunhill Financial, LLC | 1 | $321 | 0.00% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 2 | $274 | 0.00% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 1 | $166 | 0.00% | 00.0% | 不變 |
| MV Capital Management, Inc. | 1 | $166 | 0.00% | 00.0% | 不變 |
| DecisionPoint Financial, LLC | 1 | $152 | 0.00% | +1 | 新進 |
| Evolution Advisers, Inc. | 3 | $0 | 0.00% | +3 | 新進 |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | 新進 |
| Clearfield Capital Management LP | 0 | $0 | 0.00% | −197,700−100.0% | 清倉 |
| Frontier Capital Management Co LLC | 0 | $0 | 0.00% | −143,499−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −136,144−100.0% | 清倉 |
| Arosa Capital Management LP | 0 | $0 | 0.00% | −88,000−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −29,541−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −23,776−100.0% | 清倉 |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −23,035−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −22,288−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −20,944−100.0% | 清倉 |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −18,505−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −18,078−100.0% | 清倉 |
| Boston Partners | 0 | $0 | 0.00% | −11,191−100.0% | 清倉 |
| Congress Asset Management Co | 0 | $0 | 0.00% | −9,768−100.0% | 清倉 |
| Sierra Summit Advisors LLC | 0 | $0 | 0.00% | −9,685−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −8,439−100.0% | 清倉 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −8,400−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −8,651−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −7,600−100.0% | 清倉 |
| West Michigan Advisors, LLC | 0 | $0 | 0.00% | −6,913−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,590−100.0% | 清倉 |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −4,580−100.0% | 清倉 |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −4,395−100.0% | 清倉 |
| Precedent Wealth Partners, LLC | 0 | $0 | 0.00% | −3,543−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −2,786−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −2,766−100.0% | 清倉 |
| DRW Securities, LLC | 0 | $0 | 0.00% | −2,718−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −2,593−100.0% | 清倉 |
| Associated Banc-Corp | 0 | $0 | 0.00% | −2,411−100.0% | 清倉 |
| Curated Wealth Partners LLC | 0 | $0 | 0.00% | −2,174−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −1,996−100.0% | 清倉 |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −1,907−100.0% | 清倉 |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −1,825−100.0% | 清倉 |
| Ballast Advisors LLC | 0 | $0 | 0.00% | −710−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −680−100.0% | 清倉 |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −345−100.0% | 清倉 |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −299−100.0% | 清倉 |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −217−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −207−100.0% | 清倉 |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −168−100.0% | 清倉 |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −154−100.0% | 清倉 |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −109−100.0% | 清倉 |
| MAI Capital Management | 0 | $0 | 0.00% | −109−100.0% | 清倉 |
| Atlantic Union Bankshares Corp | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −75−100.0% | 清倉 |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −71−100.0% | 清倉 |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −51−100.0% | 清倉 |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Janus Henderson Group PLC | – | – | – | – | 本季未申報 |
| Richard Bernstein Advisors LLC | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
| Arcadia Investment Management Corp | – | – | – | – | 本季未申報 |
| Red Tortoise LLC | – | – | – | – | 本季未申報 |
