| Coston, McIsaac & Partners | 1,841 | $4.90 萬 | 0.02% | 00.0% | 不變 |
| Graham Capital Wealth Management, LLC | 1,718 | $4.61 萬 | 0.07% | +1,718 | 新進 |
| Harbor Investment Advisory, LLC | 1,696 | $4.56 萬 | 0.01% | 00.0% | 不變 |
| Pinebridge Investments, L.P. | 1,600 | $4.30 萬 | 0.00% | 00.0% | 不變 |
| Washington Trust Co | 1,500 | $4.03 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 1,310 | $3.52 萬 | 0.00% | +520+65.8% | 加碼 |
| Umb Bank N A | 1,198 | $3.22 萬 | 0.00% | −1−0.1% | 減碼 |
| HM Payson & Co | 1,175 | $3.16 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 1,154 | $3.10 萬 | 0.00% | +21+1.9% | 加碼 |
| Earnest Partners LLC | 1,127 | $3.03 萬 | 0.00% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 1,093 | $2.94 萬 | 0.00% | 00.0% | 不變 |
| Optimum Investment Advisors | 1,014 | $2.72 萬 | 0.01% | −255−20.1% | 減碼 |
| Whittier Trust Co | 990 | $2.66 萬 | 0.00% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 919 | $2.47 萬 | 0.00% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 915 | $2.46 萬 | 0.00% | +840+1,120.0% | 加碼 |
| Fortis Capital Advisors, LLC | 915 | $2.46 萬 | 0.01% | +910+18,200.0% | 加碼 |
| Eagle Bay Advisors LLC | 900 | $2.42 萬 | 0.01% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 729 | $1.96 萬 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 634 | $1.69 萬 | 0.01% | −27−4.1% | 減碼 |
| Bank of New Hampshire | 628 | $1.69 萬 | 0.01% | +628 | 新進 |
| Ellevest, Inc. | 557 | $1.50 萬 | 0.00% | +173+45.1% | 加碼 |
| Global Financial Private Client, LLC | 550 | $1.47 萬 | 0.01% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 500 | $1.34 萬 | 0.00% | +500 | 新進 |
| Montag A & Associates Inc | 467 | $1.27 萬 | 0.00% | 00.0% | 不變 |
| First Manhattan Co | 452 | $1.21 萬 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 448 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Piershale Financial Group, Inc. | 414 | $1.11 萬 | 0.01% | 00.0% | 不變 |
| Carmel Capital Partners, LLC | 337 | $9,052 | 0.01% | +337 | 新進 |
| Johnson Midwest Financial, LLC | 329 | $8,835 | 0.01% | +4+1.2% | 加碼 |
| GHP Investment Advisors, Inc. | 274 | $7,360 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 264 | $7,092 | 0.00% | +70+36.1% | 加碼 |
| Gables Capital Management Inc. | 259 | $6,957 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 259 | $6,956 | 0.00% | −34−11.6% | 減碼 |
| Front Row Advisors LLC | 224 | $6,000 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 217 | $5,829 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 210 | $5,641 | 0.00% | +48+29.6% | 加碼 |
| Huntington National Bank | 200 | $5,372 | 0.00% | +111+124.7% | 加碼 |
| Parallel Advisors, LLC | 172 | $4,632 | 0.00% | +117+212.7% | 加碼 |
| Red Tortoise LLC | 140 | $3,760 | 0.00% | +26+22.8% | 加碼 |
| MV Capital Management, Inc. | 136 | $3,653 | 0.00% | 00.0% | 不變 |
| PrairieView Partners, LLC | 148 | $3,000 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 107 | $2,875 | 0.00% | +4+3.9% | 加碼 |
| Tompkins Financial Corp | 100 | $2,686 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 90 | $2,417 | 0.00% | −58−39.2% | 減碼 |
| EverSource Wealth Advisors, LLC | 87 | $2,337 | 0.00% | 00.0% | 不變 |
| Kozak & Associates, Inc. | 79 | $2,122 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 90 | $2,059 | 0.00% | −887−90.8% | 減碼 |
| Duncker Streett & Co Inc | 75 | $2,015 | 0.00% | 00.0% | 不變 |
| Harel Insurance Investments & Financial Services Ltd. | 89 | $2,000 | 0.00% | 00.0% | 不變 |
| Rise Advisors, LLC | 70 | $1,875 | 0.00% | +1+1.4% | 加碼 |
| Farmers & Merchants Investments Inc | 64 | $1,719 | 0.00% | +6+10.3% | 加碼 |
| TD Private Client Wealth LLC | 63 | $1,692 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 62 | $1,666 | 0.00% | 00.0% | 不變 |
| RFP Financial Group LLC | 53 | $1,424 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 52 | $1,397 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 53 | $1,375 | 0.00% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 49 | $1,316 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 48 | $1,289 | 0.00% | +48 | 新進 |
| Financial Perspectives, Inc | 39 | $1,048 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 30 | $1,000 | 0.00% | −12−28.6% | 減碼 |
| Strengthening Families & Communities, LLC | 20 | $1,000 | 0.00% | 00.0% | 不變 |
| Baystate Wealth Management LLC | 35 | $940 | 0.00% | +35 | 新進 |
| True Wealth Design, LLC | 30 | $806 | 0.00% | +30 | 新進 |
| Proequities, Inc. | 28 | $761 | 0.00% | 00.0% | 不變 |
| Federated Hermes, Inc. | 22 | $591 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 21 | $572 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 21 | $534 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 19 | $503 | 0.00% | +19 | 新進 |
| Adirondack Retirement Specialists, Inc. | 18 | $473 | 0.00% | 00.0% | 不變 |
| Boyd Watterson Asset Management LLC | 12 | $322 | 0.00% | 00.0% | 不變 |
| Sutton Wealth Advisors Inc. | 8 | $215 | 0.00% | −1,553−99.5% | 減碼 |
| Larson Financial Group LLC | 4 | $107 | 0.00% | 00.0% | 不變 |
| Coastal Capital Group, Inc. | 1 | $31 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 18 | $0 | 0.00% | 00.0% | 不變 |
| Cerity Partners LLC | 1,200 | – | – | +1,200 | 新進 |
| Millennium Management LLC | 0 | $0 | 0.00% | −318,291−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −45,323−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −44,680−100.0% | 清倉 |
| Versor Investments LP | 0 | $0 | 0.00% | −13,900−100.0% | 清倉 |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −12,780−100.0% | 清倉 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −9,862−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −8,632−100.0% | 清倉 |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −4,928−100.0% | 清倉 |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −719−100.0% | 清倉 |
| Romano Brothers and Company | 0 | $0 | 0.00% | −421−100.0% | 清倉 |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −241−100.0% | 清倉 |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −181−100.0% | 清倉 |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −104−100.0% | 清倉 |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −68−100.0% | 清倉 |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −46−100.0% | 清倉 |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −44−100.0% | 清倉 |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −23−100.0% | 清倉 |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −23−100.0% | 清倉 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| Trustcore Financial Services, LLC | – | – | – | – | 本季未申報 |
| Tyler-Stone Wealth Management | – | – | – | – | 本季未申報 |
