| Cape Investment Advisory, Inc. | 65 | $2,865 | 0.00% | 00.0% | 不變 |
| DiNuzzo Private Wealth, Inc. | 59 | $2,601 | 0.00% | +8+15.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 56 | $2,468 | 0.00% | +56 | 新進 |
| Ameritas Advisory Services, LLC | 55 | $2,424 | 0.00% | +55 | 新進 |
| Hughes Financial Services, LLC | 60 | $2,263 | 0.00% | +29+93.5% | 加碼 |
| UMA Financial Services, Inc. | 46 | $2,028 | 0.00% | +28+155.6% | 加碼 |
| Kilter Group LLC | 44 | $1,940 | 0.00% | +44 | 新進 |
| Brown Brothers Harriman & Co | 44 | $1,939 | 0.00% | +44 | 新進 |
| Cromwell Holdings LLC | 40 | $1,763 | 0.00% | +20+100.0% | 加碼 |
| Aspect Partners, LLC | 40 | $1,763 | 0.00% | +25+166.7% | 加碼 |
| Raffa Wealth Management, LLC | 36 | $1,587 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 33 | $1,455 | 0.00% | −16−32.7% | 減碼 |
| Bogart Wealth, LLC | 28 | $1,234 | 0.00% | +28 | 新進 |
| Sierra Ocean, LLC | 27 | $1,190 | 0.00% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 24 | $1,058 | 0.00% | 00.0% | 不變 |
| CVA Family Office, LLC | 23 | $1,014 | 0.00% | 00.0% | 不變 |
| HFM Investment Advisors, LLC | 23 | $1,014 | 0.00% | +15+187.5% | 加碼 |
| NBC Securities, Inc. | 27 | $1,000 | 0.00% | +27 | 新進 |
| Principia Wealth Advisory, LLC | 22 | $970 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 16 | $705 | 0.00% | 00.0% | 不變 |
| Bay Harbor Wealth Management, LLC | 15 | $661 | 0.00% | +7+87.5% | 加碼 |
| Cornerstone Planning Group LLC | 17 | $637 | 0.00% | +6+54.5% | 加碼 |
| Tortoise Investment Management, LLC | 14 | $617 | 0.00% | +14 | 新進 |
| Rialto Wealth Management, LLC | 13 | $573 | 0.00% | +13 | 新進 |
| AdvisorNet Financial, Inc | 10 | $441 | 0.00% | −4−28.6% | 減碼 |
| Highline Wealth Partners LLC | 10 | $441 | 0.00% | 00.0% | 不變 |
| American Capital Advisory, LLC | 9 | $397 | 0.00% | +1+12.5% | 加碼 |
| Parkworth Wealth Management, Inc. | 8 | $353 | 0.00% | 00.0% | 不變 |
| Quaker Wealth Management, LLC | 8 | $353 | 0.00% | +8 | 新進 |
| Private Wealth Asset Management, LLC | 7 | $309 | 0.00% | 00.0% | 不變 |
| Stephens Consulting, LLC | 7 | $309 | 0.00% | +7 | 新進 |
| Rothschild Investment LLC | 5 | $220 | 0.00% | +5 | 新進 |
| MV Capital Management, Inc. | 2 | $89 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 1 | $44 | 0.00% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 1 | $44 | 0.00% | +1 | 新進 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −398,635−100.0% | 清倉 |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −396,033−100.0% | 清倉 |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −311,725−100.0% | 清倉 |
| Longbow Finance SA | 0 | $0 | 0.00% | −118,351−100.0% | 清倉 |
| Phocas Financial Corp. | 0 | $0 | 0.00% | −103,376−100.0% | 清倉 |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −100,000−100.0% | 清倉 |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −97,208−100.0% | 清倉 |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −85,000−100.0% | 清倉 |
| Element Capital Management LLC | 0 | $0 | 0.00% | −73,690−100.0% | 清倉 |
| Agf Management Ltd | 0 | $0 | 0.00% | −73,217−100.0% | 清倉 |
| Nan Fung Group Holdings Ltd | 0 | $0 | 0.00% | −64,200−100.0% | 清倉 |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −54,135−100.0% | 清倉 |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −49,807−100.0% | 清倉 |
| Cambiar Investors LLC | 0 | $0 | 0.00% | −43,284−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −43,237−100.0% | 清倉 |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −35,162−100.0% | 清倉 |
| Peloton Wealth Strategists | 0 | $0 | 0.00% | −31,830−100.0% | 清倉 |
| United Services Automobile Association | 0 | $0 | 0.00% | −18,087−100.0% | 清倉 |
| SIH Partners, LLLP | 0 | $0 | 0.00% | −17,489−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −16,930−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −16,752−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −15,358−100.0% | 清倉 |
| Lebenthal Global Advisors, LLC | 0 | $0 | 0.00% | −13,476−100.0% | 清倉 |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −13,000−100.0% | 清倉 |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −8,367−100.0% | 清倉 |
| Modern Wealth Management, LLC | 0 | $0 | 0.00% | −6,797−100.0% | 清倉 |
| Marex Group plc | 0 | $0 | 0.00% | −6,766−100.0% | 清倉 |
| Kazazian Asset Management, LLC | 0 | $0 | 0.00% | −6,650−100.0% | 清倉 |
| Fiduciary Financial Group, LLC | 0 | $0 | 0.00% | −6,746−100.0% | 清倉 |
| Mindset Wealth Management, LLC | 0 | $0 | 0.00% | −5,593−100.0% | 清倉 |
| Nwam LLC | 0 | $0 | 0.00% | −5,460−100.0% | 清倉 |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −1,420−100.0% | 清倉 |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −750−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −303−100.0% | 清倉 |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −194−100.0% | 清倉 |
| Dynamic Wealth Strategies, LLC | 0 | $0 | 0.00% | −141−100.0% | 清倉 |
| Quent Capital, LLC | 0 | $0 | 0.00% | −78−100.0% | 清倉 |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −52−100.0% | 清倉 |
| ROSS\JOHNSON & Associates LLC | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| MPWM Advisory Solutions, LLC | 0 | $0 | 0.00% | −34−100.0% | 清倉 |
| Mather Group, LLC. | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Redwood Investments, LLC | – | – | – | – | 本季未申報 |
| Orion Portfolio Solutions, LLC | – | – | – | – | 本季未申報 |
| Schechter Investment Advisors, LLC | – | – | – | – | 本季未申報 |
| Glenmede Trust Co NA | – | – | – | – | 本季未申報 |
| Lindbrook Capital, LLC | – | – | – | – | 本季未申報 |
| Spectrum Wealth Counsel, LLC | – | – | – | – | 本季未申報 |
