| Frazier Financial Advisors, LLC | 34 | $6,887 | 0.00% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 30 | $6,415 | 0.00% | 00.0% | 不變 |
| BOK Financial Private Wealth, Inc. | 30 | $6,123 | 0.00% | +30 | 新進 |
| UMA Financial Services, Inc. | 27 | $5,469 | 0.00% | +3+12.5% | 加碼 |
| High Note Wealth, LLC | 26 | $5,266 | 0.00% | 00.0% | 不變 |
| NBC Securities, Inc. | 26 | $5,265 | 0.00% | 00.0% | 不變 |
| Bare Financial Services, Inc | 24 | $4,861 | 0.00% | 00.0% | 不變 |
| Ancora Advisors, LLC | 23 | $4,658 | 0.00% | −296−92.8% | 減碼 |
| JDM Financial Group LLC | 20 | $4,051 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 19 | $3,849 | 0.00% | 00.0% | 不變 |
| Rialto Wealth Management, LLC | 19 | $3,849 | 0.00% | +10+111.1% | 加碼 |
| Quent Capital, LLC | 19 | $3,848 | 0.00% | 00.0% | 不變 |
| Bruce G. Allen Investments, LLC | 18 | $3,646 | 0.00% | −21−53.8% | 減碼 |
| Rothschild Investment LLC | 17 | $3,443 | 0.00% | +1+6.3% | 加碼 |
| Albion Financial Group | 16 | $3,241 | 0.00% | −6−27.3% | 減碼 |
| Marquette Asset Management, LLC | 16 | $3,241 | 0.00% | 00.0% | 不變 |
| Basecamp Wealth Advisors LLC | 14 | $2,835 | 0.00% | 00.0% | 不變 |
| Rossby Financial, LCC | 14 | $2,835 | 0.00% | +1+7.7% | 加碼 |
| TD Waterhouse Canada Inc. | 13 | $2,668 | 0.00% | 00.0% | 不變 |
| PlanVest Financial, Inc | 12 | $2,430 | 0.00% | 00.0% | 不變 |
| Hughes Financial Services, LLC | 11 | $2,228 | 0.00% | +4+57.1% | 加碼 |
| Zions Bancorporation, National Association | 11 | $2,228 | 0.00% | +11 | 新進 |
| Quest 10 Wealth Builders, Inc. | 9 | $1,823 | 0.00% | 00.0% | 不變 |
| Cromwell Holdings LLC | 8 | $1,633 | 0.00% | 00.0% | 不變 |
| Sunrise Financial Services, LLC | 7 | $1,418 | 0.00% | 00.0% | 不變 |
| Tounjian Advisory Partners, LLC | 7 | $1,368 | 0.00% | +7 | 新進 |
| Salomon & Ludwin, LLC | 6 | $1,233 | 0.00% | 00.0% | 不變 |
| MJT & Associates Financial Advisory Group, Inc. | 6 | $1,216 | 0.00% | 00.0% | 不變 |
| Provenance Wealth Advisors, LLC | 6 | $1,215 | 0.00% | 00.0% | 不變 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6 | $1,215 | 0.00% | 00.0% | 不變 |
| Signature Equity Partners, LLC | 6 | $1,215 | 0.00% | +5+500.0% | 加碼 |
| Silicon Valley Capital Partners | 5 | $1,021 | 0.00% | 00.0% | 不變 |
| FWL Investment Management, LLC | 5 | $1,013 | 0.00% | +5 | 新進 |
| Capital Advisors, Ltd. LLC | 4 | $1,000 | 0.00% | 00.0% | 不變 |
| Quaker Wealth Management, LLC | 4 | $811 | 0.00% | 00.0% | 不變 |
| Key Capital Management, INC | 4 | $810 | 0.00% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 4 | $810 | 0.00% | +1+33.3% | 加碼 |
| CVA Family Office, LLC | 4 | $810 | 0.00% | +4 | 新進 |
| Ares Financial Consulting, LLC | 4 | $810 | 0.00% | +4 | 新進 |
| Silver Grove Financial Group, Inc. | 4 | $810 | 0.00% | +4 | 新進 |
| Financial Management Professionals, Inc. | 3 | $612 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 3 | $608 | 0.00% | 00.0% | 不變 |
| SHP Wealth Management | 3 | $608 | 0.00% | 00.0% | 不變 |
| Dunhill Financial, LLC | 2 | $560 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 2 | $439 | 0.00% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 2 | $408 | 0.00% | 00.0% | 不變 |
| Triumph Capital Management | 2 | $405 | 0.00% | 00.0% | 不變 |
| Principia Wealth Advisory, LLC | 2 | $405 | 0.00% | 00.0% | 不變 |
| Action Point Financial Planning, LLC | 2 | $405 | 0.00% | +2 | 新進 |
| MV Capital Management, Inc. | 1 | $203 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 1 | $203 | 0.00% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 0 | $69 | 0.00% | 0 | 不變 |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −197,582−100.0% | 清倉 |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −25,190−100.0% | 清倉 |
| Taproot Management LP | 0 | $0 | 0.00% | −17,681−100.0% | 清倉 |
| Man Group plc | 0 | $0 | 0.00% | −16,995−100.0% | 清倉 |
| Bayhunt Capital LLC | 0 | $0 | 0.00% | −17,519−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −14,457−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −11,623−100.0% | 清倉 |
| VARCOV Co. | 0 | $0 | 0.00% | −7,453−100.0% | 清倉 |
| Aurora Investment Counsel | 0 | $0 | 0.00% | −5,903−100.0% | 清倉 |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −5,268−100.0% | 清倉 |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −2,573−100.0% | 清倉 |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −2,274−100.0% | 清倉 |
| Resolute Wealth Strategies, LLC | 0 | $0 | 0.00% | −2,014−100.0% | 清倉 |
| First American Trust, FSB | 0 | $0 | 0.00% | −1,758−100.0% | 清倉 |
| Trust Point Inc. | 0 | $0 | 0.00% | −1,721−100.0% | 清倉 |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −1,710−100.0% | 清倉 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −1,600−100.0% | 清倉 |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −1,466−100.0% | 清倉 |
| Altar Rock LLC | 0 | $0 | 0.00% | −1,433−100.0% | 清倉 |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −1,350−100.0% | 清倉 |
| Green Harvest Asset Management LLC | 0 | $0 | 0.00% | −1,205−100.0% | 清倉 |
| Savant Capital, LLC | 0 | $0 | 0.00% | −1,180−100.0% | 清倉 |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −1,042−100.0% | 清倉 |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −589−100.0% | 清倉 |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −563−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −63−100.0% | 清倉 |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −48−100.0% | 清倉 |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −43−100.0% | 清倉 |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −22−100.0% | 清倉 |
| Richardson Capital Management LLC | 0 | $0 | 0.00% | −16−100.0% | 清倉 |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Janus Henderson Group PLC | – | – | – | – | 本季未申報 |
| U.S. Capital Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
| Skopos Labs, Inc. | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
| Leo Wealth, LLC | – | – | – | – | 本季未申報 |
| Journey Strategic Wealth LLC | – | – | – | – | 本季未申報 |
