| Boreal Capital Management LLC | 7 | $62 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 7 | $62 | 0.00% | +5+250.0% | 加碼 |
| Ares Financial Consulting, LLC | 7 | $62 | 0.00% | +7 | 新進 |
| Transamerica Financial Advisors, Inc. | 7 | $61 | 0.00% | 00.0% | 不變 |
| Napier Financial, LLC | 6 | $53 | 0.00% | +6 | 新進 |
| Strengthening Families & Communities, LLC | 6 | $51 | 0.00% | 00.0% | 不變 |
| Asset Dedication, LLC | 5 | $45 | 0.00% | 00.0% | 不變 |
| Trust Co of Toledo NA | 5 | $44 | 0.00% | 00.0% | 不變 |
| Colonial Trust Advisors | 5 | $44 | 0.00% | 00.0% | 不變 |
| Measured Wealth Private Client Group, LLC | 5 | $44 | 0.00% | 00.0% | 不變 |
| Mather Group, LLC. | 5 | $44 | 0.00% | +5 | 新進 |
| Sunbelt Securities, Inc. | 4 | $38 | 0.00% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 4 | $36 | 0.00% | −118−96.7% | 減碼 |
| Armstrong Advisory Group, Inc | 4 | $36 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 4 | $36 | 0.00% | +4 | 新進 |
| Trust Co | 4 | $35 | 0.00% | 00.0% | 不變 |
| Cheviot Value Management, LLC | 4 | $35 | 0.00% | 00.0% | 不變 |
| UMA Financial Services, Inc. | 3 | $27 | 0.00% | −84−96.6% | 減碼 |
| First Horizon Corp | 3 | $27 | 0.00% | 00.0% | 不變 |
| Delta Asset Management LLC | 3 | $27 | 0.00% | 00.0% | 不變 |
| Archer Investment Corp | 3 | $27 | 0.00% | 00.0% | 不變 |
| PFS Partners, LLC | 2 | $21 | 0.00% | 00.0% | 不變 |
| Mark Sheptoff Financial Planning, LLC | 5 | $20 | 0.00% | +5 | 新進 |
| Grove Bank & Trust | 2 | $18 | 0.00% | 00.0% | 不變 |
| Elevated Capital Advisors, LLC | 2 | $18 | 0.00% | 00.0% | 不變 |
| High Note Wealth, LLC | 2 | $18 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 2 | $18 | 0.00% | 00.0% | 不變 |
| Gill Capital Partners, LLC | 2 | $18 | 0.00% | +2 | 新進 |
| Whipplewood Advisors, LLC | 2 | $18 | 0.00% | +2 | 新進 |
| Creative Financial Designs Inc | 1 | $9 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 1 | $9 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 1 | $9 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 1 | $9 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 1 | $9 | 0.00% | 00.0% | 不變 |
| Fortis Group Advisors, LLC | 1 | $9 | 0.00% | 00.0% | 不變 |
| Bank of New Hampshire | 1 | $9 | 0.00% | 00.0% | 不變 |
| Signature Resources Capital Management, LLC | 1 | $9 | 0.00% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 1 | $9 | 0.00% | 00.0% | 不變 |
| Global Wealth Strategies & Associates | 0 | $1 | 0.00% | 0 | 不變 |
| Smithfield Trust Co | 42 | $0 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 56 | $0 | 0.00% | +56 | 新進 |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −1,568,414−100.0% | 清倉 |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −391,594−100.0% | 清倉 |
| Meros Investment Management, LP | 0 | $0 | 0.00% | −231,244−100.0% | 清倉 |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −223,240−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −213,804−100.0% | 清倉 |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −109,000−100.0% | 清倉 |
| Quest Partners LLC | 0 | $0 | 0.00% | −49,981−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −48,046−100.0% | 清倉 |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −41,006−100.0% | 清倉 |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −30,203−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −26,673−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −26,204−100.0% | 清倉 |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −21,973−100.0% | 清倉 |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −19,736−100.0% | 清倉 |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −16,593−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −15,284−100.0% | 清倉 |
| VARCOV Co. | 0 | $0 | 0.00% | −15,042−100.0% | 清倉 |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −14,985−100.0% | 清倉 |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −13,043−100.0% | 清倉 |
| Mariner, LLC | 0 | $0 | 0.00% | −12,558−100.0% | 清倉 |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −12,240−100.0% | 清倉 |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −11,378−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −11,040−100.0% | 清倉 |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −10,970−100.0% | 清倉 |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −10,872−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −10,600−100.0% | 清倉 |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −10,552−100.0% | 清倉 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −8,100−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −759−100.0% | 清倉 |
| Wesleyan Assurance Society | 0 | $0 | 0.00% | −794−100.0% | 清倉 |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −704−100.0% | 清倉 |
| DT Investment Partners, LLC | 0 | $0 | 0.00% | −315−100.0% | 清倉 |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −183−100.0% | 清倉 |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −51−100.0% | 清倉 |
| Hughes Financial Services, LLC | 0 | $0 | 0.00% | −51−100.0% | 清倉 |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| Cedar Mountain Advisors, LLC | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| Strive Financial Group ,LLC | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| ROSS\JOHNSON & Associates LLC | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Westside Investment Management, Inc. | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Strategic Advocates LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| MidFirst Bank | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| BFSG, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Hilton Head Capital Partners, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Ogorek Anthony Joseph | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Coston, McIsaac & Partners | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Vanguard Group Inc | – | – | – | – | 本季未申報 |
| Brandywine Global Investment Management, LLC | – | – | – | – | 本季未申報 |
