| Farther Finance Advisors, LLC | 290 | $2.76 萬 | 0.00% | +182+168.5% | 加碼 |
| Fifth Third Bancorp | 279 | $2.62 萬 | 0.00% | +41+17.2% | 加碼 |
| Opal Wealth Advisors, LLC | 252 | $2.37 萬 | 0.01% | +252 | 新進 |
| Banque Cantonale Vaudoise | 209 | $2.00 萬 | 0.00% | +209 | 新進 |
| Nomura Asset Management Co Ltd | 210 | $1.97 萬 | 0.00% | +210 | 新進 |
| Northwestern Mutual Wealth Management Co | 210 | $1.97 萬 | 0.00% | +210 | 新進 |
| Parkside Financial Bank & Trust | 194 | $1.82 萬 | 0.00% | +20+11.5% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 153 | $1.44 萬 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 153 | $1.43 萬 | 0.00% | 00.0% | 不變 |
| Smithfield Trust Co | 145 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Fourth Dimension Wealth, LLC | 129 | $1.21 萬 | 0.01% | 00.0% | 不變 |
| Private Wealth Management Group, LLC | 124 | $1.16 萬 | 0.00% | 00.0% | 不變 |
| Wayfinding Financial, LLC | 124 | $1.10 萬 | 0.00% | +124 | 新進 |
| Bryn Mawr Trust Co | 113 | $1.06 萬 | 0.00% | 00.0% | 不變 |
| ORG Partners LLC | 100 | $9,511 | 0.00% | −733−88.0% | 減碼 |
| Versant Capital Management, Inc | 94 | $8,825 | 0.00% | −14−13.0% | 減碼 |
| Massmutual Trust Co FSB | 94 | $8,825 | 0.00% | −5−5.1% | 減碼 |
| Rothschild Investment LLC | 85 | $7,980 | 0.00% | +50+142.9% | 加碼 |
| Quarry LP | 84 | $7,886 | 0.00% | +43+104.9% | 加碼 |
| Leonteq Securities AG | 81 | $7,604 | 0.00% | −15−15.6% | 減碼 |
| Whittier Trust Co | 67 | $6,289 | 0.00% | −120−64.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 65 | $6,102 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 64 | $6,008 | 0.00% | 00.0% | 不變 |
| Skopos Labs, Inc. | 61 | $5,727 | 0.00% | +27+79.4% | 加碼 |
| IFP Advisors, Inc | 47 | $5,351 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 55 | $5,163 | 0.00% | 00.0% | 不變 |
| Bruce G. Allen Investments, LLC | 51 | $4,788 | 0.00% | 00.0% | 不變 |
| Bangor Savings Bank | 49 | $4,600 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 48 | $4,507 | 0.00% | 00.0% | 不變 |
| Sterling Capital Management LLC | 47 | $4,412 | 0.00% | +1+2.2% | 加碼 |
| Hemington Wealth Management | 52 | $4,000 | 0.00% | +13+33.3% | 加碼 |
| LRI Investments, LLC | 40 | $3,789 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 36 | $3,380 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 36 | $3,380 | 0.00% | 00.0% | 不變 |
| MJT & Associates Financial Advisory Group, Inc. | 31 | $2,911 | 0.00% | +31 | 新進 |
| Bare Financial Services, Inc | 31 | $2,910 | 0.00% | +31 | 新進 |
| Truvestments Capital LLC | 30 | $2,816 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 26 | $2,441 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 25 | $2,347 | 0.00% | 00.0% | 不變 |
| Synergy Investment Management, LLC | 24 | $2,275 | 0.00% | −1−4.0% | 減碼 |
| Capital Advisors, Ltd. LLC | 18 | $2,000 | 0.00% | 00.0% | 不變 |
| Tower View Investment Management & Research LLC | 18 | $1,695 | 0.00% | 00.0% | 不變 |
| High Note Wealth, LLC | 18 | $1,690 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 17 | $1,596 | 0.00% | −222−92.9% | 減碼 |
| Jones Financial Companies LLLP | 10 | $946 | 0.00% | +10 | 新進 |
| UMA Financial Services, Inc. | 10 | $939 | 0.00% | +10 | 新進 |
| Stephens Consulting, LLC | 10 | $939 | 0.00% | +10 | 新進 |
| Huntington National Bank | 8 | $751 | 0.00% | −44−84.6% | 減碼 |
| Bogart Wealth, LLC | 8 | $751 | 0.00% | −19−70.4% | 減碼 |
| DiNuzzo Private Wealth, Inc. | 7 | $658 | 0.00% | −1−12.5% | 減碼 |
| SJS Investment Consulting Inc. | 7 | $658 | 0.00% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 7 | $657 | 0.00% | +4+133.3% | 加碼 |
| CVA Family Office, LLC | 7 | $657 | 0.00% | +7 | 新進 |
| Prestige Wealth Management Group LLC | 5 | $470 | 0.00% | 00.0% | 不變 |
| South State Corp. | 5 | $470 | 0.00% | +5 | 新進 |
| SBI Securities Co., Ltd. | 5 | $469 | 0.00% | +4+400.0% | 加碼 |
| NewSquare Capital LLC | 5 | $469 | 0.00% | +5 | 新進 |
| Abound Wealth Management | 2 | $188 | 0.00% | −1−33.3% | 減碼 |
| Parkworth Wealth Management, Inc. | 1 | $94 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 1 | $94 | 0.00% | +1 | 新進 |
| HFM Investment Advisors, LLC | 1 | $94 | 0.00% | +1 | 新進 |
| Bay Harbor Wealth Management, LLC | 1 | $93 | 0.00% | +1 | 新進 |
| Hantz Financial Services, Inc. | 3 | $0 | 0.00% | +3 | 新進 |
| Proequities, Inc. | 0 | $0 | 0.00% | −91−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −87,286−100.0% | 清倉 |
| Duff & Phelps Investment Management Co | 0 | $0 | 0.00% | −69,433−100.0% | 清倉 |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −28,048−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −25,030−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −8,449−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −7,966−100.0% | 清倉 |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −7,575−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −4,571−100.0% | 清倉 |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −3,809−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,596−100.0% | 清倉 |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −2,513−100.0% | 清倉 |
| Profund Advisors LLC | 0 | $0 | 0.00% | −2,303−100.0% | 清倉 |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −2,221−100.0% | 清倉 |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −2,146−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −2,124−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −2,100−100.0% | 清倉 |
| SkyOak Wealth, LLC | 0 | $0 | 0.00% | −2,088−100.0% | 清倉 |
| Longboard Asset Management, LP | 0 | $0 | 0.00% | −2,056−100.0% | 清倉 |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −2,053−100.0% | 清倉 |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −1,308−100.0% | 清倉 |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −627−100.0% | 清倉 |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −204−100.0% | 清倉 |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −94−100.0% | 清倉 |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −87−100.0% | 清倉 |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −55−100.0% | 清倉 |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −54−100.0% | 清倉 |
| First Financial Corp | 0 | $0 | 0.00% | −38−100.0% | 清倉 |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| Concord Wealth Partners | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Nuveen Asset Management, LLC | – | – | – | – | 本季未申報 |
| Vise Technologies, Inc. | – | – | – | – | 本季未申報 |
| Chesapeake Capital Corp | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | 本季未申報 |