| Venturi Wealth Management, LLC | 309 | $2.72 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 285 | $2.51 萬 | 0.00% | +66+30.1% | 加碼 |
| Versant Capital Management, Inc | 281 | $2.47 萬 | 0.01% | −36−11.4% | 減碼 |
| GAMMA Investing LLC | 272 | $2.40 萬 | 0.01% | +272 | 新進 |
| Ronald Blue Trust, Inc. | 226 | $1.90 萬 | 0.00% | +99+78.0% | 加碼 |
| LGT Financial Advisors LLC | 202 | $1.78 萬 | 0.02% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 201 | $1.77 萬 | 0.00% | +25+14.2% | 加碼 |
| West Branch Capital LLC | 170 | $1.50 萬 | 0.01% | 00.0% | 不變 |
| LM Advisors LLC | 169 | $1.49 萬 | 0.00% | +169 | 新進 |
| JJJ Advisors Inc. | 159 | $1.40 萬 | 0.00% | +40+33.6% | 加碼 |
| Lee Financial Co | 150 | $1.32 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 134 | $1.18 萬 | 0.00% | +44+48.9% | 加碼 |
| Global Retirement Partners, LLC | 126 | $1.14 萬 | 0.00% | −91−41.9% | 減碼 |
| Cambridge Trust Co | 120 | $1.06 萬 | 0.00% | 00.0% | 不變 |
| Core Alternative Capital | 114 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Baldwin Brothers Inc | 110 | $9,684 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 109 | $9,596 | 0.00% | +109 | 新進 |
| Allworth Financial LP | 104 | $9,138 | 0.00% | −72−40.9% | 減碼 |
| Proequities, Inc. | 100 | $8,804 | 0.00% | −49−32.9% | 減碼 |
| Crewe Advisors LLC | 91 | $8,036 | 0.00% | +91 | 新進 |
| Leonteq Securities AG | 83 | $7,307 | 0.00% | −6−6.7% | 減碼 |
| Bell Investment Advisors, Inc | 80 | $7,044 | 0.00% | +40+100.0% | 加碼 |
| Quarry LP | 79 | $6,955 | 0.00% | +79 | 新進 |
| Steward Partners Investment Advisory, LLC | 76 | $6,691 | 0.00% | +32+72.7% | 加碼 |
| Massmutual Trust Co FSB | 70 | $6,163 | 0.00% | −67−48.9% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 67 | $5,744 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 53 | $5,000 | 0.00% | +53 | 新進 |
| FinTrust Capital Advisors, LLC | 56 | $4,931 | 0.00% | +56 | 新進 |
| Federation des caisses Desjardins du Quebec | 52 | $4,578 | 0.00% | +30+136.4% | 加碼 |
| Private Wealth Management Group, LLC | 51 | $4,491 | 0.00% | +51 | 新進 |
| Lindbrook Capital, LLC | 40 | $3,522 | 0.00% | −155−79.5% | 減碼 |
| Provenance Wealth Advisors, LLC | 39 | $3,434 | 0.00% | +28+254.5% | 加碼 |
| Bruce G. Allen Investments, LLC | 37 | $3,257 | 0.00% | +37 | 新進 |
| Glassman Wealth Services | 35 | $3,081 | 0.00% | −7−16.7% | 減碼 |
| Oakworth Capital, Inc. | 35 | $3,081 | 0.00% | +35 | 新進 |
| Cherry Tree Wealth Management, LLC | 34 | $2,994 | 0.00% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 34 | $2,993 | 0.00% | −15,741−99.8% | 減碼 |
| Harbour Investments, Inc. | 34 | $2,993 | 0.00% | 00.0% | 不變 |
| Laffer Tengler Investments | 29 | $2,553 | 0.00% | +29 | 新進 |
| Hexagon Capital Partners LLC | 26 | $2,290 | 0.00% | +26 | 新進 |
| Fairman Group, LLC | 23 | $2,025 | 0.00% | +23 | 新進 |
| Farmers & Merchants Investments Inc | 21 | $1,849 | 0.00% | −1−4.5% | 減碼 |
| WealthCollab, LLC | 19 | $1,673 | 0.00% | +19 | 新進 |
| JFS Wealth Advisors, LLC | 12 | $1,098 | 0.00% | −9−42.9% | 減碼 |
| Cornerstone Planning Group LLC | 12 | $1,056 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 8 | $705 | 0.00% | +2+33.3% | 加碼 |
| Farther Finance Advisors, LLC | 8 | $704 | 0.00% | −27−77.1% | 減碼 |
| Carolinas Wealth Consulting LLC | 7 | $650 | 0.00% | 00.0% | 不變 |
| Baystate Wealth Management LLC | 4 | $353 | 0.00% | 00.0% | 不變 |
| DiNuzzo Private Wealth, Inc. | 4 | $353 | 0.00% | +4 | 新進 |
| Assetmark, Inc | 3 | $264 | 0.00% | +3 | 新進 |
| Tfo-TDC, LLC | 1 | $88 | 0.00% | −11−91.7% | 減碼 |
| Scarborough Advisors, LLC | 1 | $88 | 0.00% | +1 | 新進 |
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | 不變 |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −155,736−100.0% | 清倉 |
| Royce & Associates LP | 0 | $0 | 0.00% | −41,400−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −16,510−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −14,871−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −13,100−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −8,880−100.0% | 清倉 |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −8,081−100.0% | 清倉 |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −6,402−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −4,140−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −3,833−100.0% | 清倉 |
| Hardy Reed LLC | 0 | $0 | 0.00% | −3,735−100.0% | 清倉 |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −3,665−100.0% | 清倉 |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −3,563−100.0% | 清倉 |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −3,479−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −3,396−100.0% | 清倉 |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −3,350−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −2,784−100.0% | 清倉 |
| Shelton Capital Management | 0 | $0 | 0.00% | −2,387−100.0% | 清倉 |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −1,946−100.0% | 清倉 |
| Operose Advisors LLC | 0 | $0 | 0.00% | −459−100.0% | 清倉 |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −149−100.0% | 清倉 |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −121−100.0% | 清倉 |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −110−100.0% | 清倉 |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −99−100.0% | 清倉 |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −95−100.0% | 清倉 |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −79−100.0% | 清倉 |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −64−100.0% | 清倉 |
| Whittier Trust Co | 0 | $0 | 0.00% | −56−100.0% | 清倉 |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −55−100.0% | 清倉 |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −46−100.0% | 清倉 |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −32−100.0% | 清倉 |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Grove Bank & Trust | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Copeland Capital Management, LLC | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| First Republic Investment Management, Inc. | – | – | – | – | 本季未申報 |
| Icon Wealth Partners, LLC | – | – | – | – | 本季未申報 |
| Pathstone Family Office, LLC | – | – | – | – | 本季未申報 |
| Advisor Partners II, LLC | – | – | – | – | 本季未申報 |
| Quantamental Technologies LLC | – | – | – | – | 本季未申報 |
| KB Financial Partners, LLC | – | – | – | – | 本季未申報 |
| Steward Financial Group LLC | – | – | – | – | 本季未申報 |
