| State of Wyoming | 264 | $1.51 萬 | 0.00% | −2,199−89.3% | 減碼 |
| JFS Wealth Advisors, LLC | 259 | $1.48 萬 | 0.00% | −11−4.1% | 減碼 |
| Park Place Capital Corp | 257 | $1.47 萬 | 0.00% | +257 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 219 | $1.25 萬 | 0.00% | 00.0% | 不變 |
| Fiduciary Alliance LLC | 194 | $1.11 萬 | 0.00% | +194 | 新進 |
| Asset Dedication, LLC | 170 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Colonial Trust Co | 162 | $9,237 | 0.00% | 00.0% | 不變 |
| MCF Advisors LLC | 156 | $8,896 | 0.00% | 00.0% | 不變 |
| Deseret Mutual Benefit Administrators | 141 | $8,040 | 0.00% | +141 | 新進 |
| Capital Advisors, Ltd. LLC | 138 | $8,000 | 0.00% | +119+626.3% | 加碼 |
| Harbour Investments, Inc. | 129 | $7,356 | 0.00% | 00.0% | 不變 |
| Smithfield Trust Co | 125 | $7,000 | 0.00% | 00.0% | 不變 |
| West Tower Group, LLC | 122 | $6,956 | 0.00% | +122 | 新進 |
| Denali Advisors LLC | 111 | $6,329 | 0.00% | −300−73.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 111 | $6,329 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 108 | $6,158 | 0.00% | +1+0.9% | 加碼 |
| Tradition Wealth Management, LLC | 110 | $6,000 | 0.00% | 00.0% | 不變 |
| Dividend Assets Capital, LLC | 100 | $6,000 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 97 | $5,531 | 0.00% | −4−4.0% | 減碼 |
| EverSource Wealth Advisors, LLC | 91 | $5,189 | 0.00% | +20+28.2% | 加碼 |
| CVA Family Office, LLC | 88 | $5,018 | 0.00% | +88 | 新進 |
| Manchester Capital Management LLC | 82 | $4,676 | 0.00% | −86−51.2% | 減碼 |
| Versant Capital Management, Inc | 79 | $4,505 | 0.00% | +20+33.9% | 加碼 |
| McIlrath & Eck, LLC | 77 | $4,392 | 0.00% | 00.0% | 不變 |
| Northwest Investment Counselors, LLC | 70 | $3,991 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 64 | $3,650 | 0.00% | 00.0% | 不變 |
| Baystate Wealth Management LLC | 61 | $3,487 | 0.00% | +1+1.7% | 加碼 |
| Bogart Wealth, LLC | 59 | $3,364 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 59 | $3,364 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 48 | $2,737 | 0.00% | 00.0% | 不變 |
| Earnest Partners LLC | 46 | $2,623 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 42 | $2,199 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 39 | $2,000 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 33 | $1,882 | 0.00% | −30−47.6% | 減碼 |
| Parkside Financial Bank & Trust | 31 | $1,768 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 31 | $1,768 | 0.00% | +1+3.3% | 加碼 |
| IFP Advisors, Inc | 34 | $1,766 | 0.00% | +3+9.7% | 加碼 |
| Glassman Wealth Services | 28 | $1,597 | 0.00% | +28 | 新進 |
| Disciplined Investments, LLC | 27 | $1,540 | 0.00% | +2+8.0% | 加碼 |
| Massmutual Trust Co FSB | 26 | $1,483 | 0.00% | 00.0% | 不變 |
| Logan Capital Management Inc | 25 | $1,426 | 0.00% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 23 | $1,311 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 20 | $1,141 | 0.00% | −202−91.0% | 減碼 |
| Prestige Wealth Management Group LLC | 19 | $1,084 | 0.00% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 16 | $918 | 0.00% | 00.0% | 不變 |
| Missouri Trust & Investment Co | 14 | $798 | 0.00% | +14 | 新進 |
| Assetmark, Inc | 13 | $741 | 0.00% | 00.0% | 不變 |
| RFP Financial Group LLC | 7 | $399 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 6 | $342 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 3 | $171 | 0.00% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $114 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 1 | $57 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 238,509 | $1 | 0.00% | +238,509 | 新進 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −362,010−100.0% | 清倉 |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −161,622−100.0% | 清倉 |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −123,000−100.0% | 清倉 |
| FIL Ltd | 0 | $0 | 0.00% | −58,869−100.0% | 清倉 |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −38,332−100.0% | 清倉 |
| Occidental Asset Management, LLC | 0 | $0 | 0.00% | −33,585−100.0% | 清倉 |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −32,388−100.0% | 清倉 |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −22,989−100.0% | 清倉 |
| Cipher Capital LP | 0 | $0 | 0.00% | −21,428−100.0% | 清倉 |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −20,751−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −20,542−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −16,931−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −15,089−100.0% | 清倉 |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −14,547−100.0% | 清倉 |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −12,618−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −11,678−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −9,424−100.0% | 清倉 |
| WBI Investments | 0 | $0 | 0.00% | −9,355−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −8,723−100.0% | 清倉 |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −8,187−100.0% | 清倉 |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −55,708−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −6,305−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −4,865−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −4,785−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −4,558−100.0% | 清倉 |
| Westpac Banking Corp | 0 | $0 | 0.00% | −4,296−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −4,225−100.0% | 清倉 |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −4,039−100.0% | 清倉 |
| Profund Advisors LLC | 0 | $0 | 0.00% | −3,719−100.0% | 清倉 |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −1,889−100.0% | 清倉 |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,625−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −1,060−100.0% | 清倉 |
| Ellevest, Inc. | 0 | $0 | 0.00% | −745−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −430−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −418−100.0% | 清倉 |
| West Branch Capital LLC | 0 | $0 | 0.00% | −332−100.0% | 清倉 |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −204−100.0% | 清倉 |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −132−100.0% | 清倉 |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −103−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −86−100.0% | 清倉 |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −83−100.0% | 清倉 |
| Schubert & Co | 0 | $0 | 0.00% | −67−100.0% | 清倉 |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −54−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −36−100.0% | 清倉 |
| 25 LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | 0 | 清倉 |
| Cerro Pacific Wealth Advisors LLC | – | – | – | – | 本季未申報 |
