| LRI Investments, LLC | 4,825 | $11.8 萬 | 0.01% | −1,276−20.9% | 減碼 |
| Parallel Advisors, LLC | 4,462 | $10.9 萬 | 0.00% | +920+26.0% | 加碼 |
| Umb Bank N A | 3,593 | $8.78 萬 | 0.00% | −5,999−62.5% | 減碼 |
| Smartleaf Asset Management LLC | 3,521 | $8.55 萬 | 0.01% | −459−11.5% | 減碼 |
| Versant Capital Management, Inc | 3,128 | $7.64 萬 | 0.01% | +1,233+65.1% | 加碼 |
| Advisor Group Holdings, Inc. | 2,657 | $6.50 萬 | 0.00% | −146−5.2% | 減碼 |
| Coldstream Capital Management Inc | 2,656 | $6.49 萬 | 0.00% | +2,656 | 新進 |
| Lindbrook Capital, LLC | 2,375 | $5.80 萬 | 0.01% | +305+14.7% | 加碼 |
| MetLife Investment Management | 2,290 | $5.60 萬 | 0.00% | +53+2.4% | 加碼 |
| Whittier Trust Co of Nevada Inc | 2,211 | $5.40 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 1,945 | $5.24 萬 | 0.00% | 00.0% | 不變 |
| Quent Capital, LLC | 1,937 | $4.73 萬 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 1,858 | $4.50 萬 | 0.00% | −130−6.5% | 減碼 |
| Ronald Blue Trust, Inc. | 1,809 | $4.42 萬 | 0.00% | +418+30.1% | 加碼 |
| Headlands Technologies LLC | 1,805 | $4.41 萬 | 0.01% | +1,805 | 新進 |
| Nomura Asset Management Co Ltd | 1,430 | $3.49 萬 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 1,385 | $3.36 萬 | 0.00% | −20−1.4% | 減碼 |
| Fifth Third Bancorp | 1,133 | $2.77 萬 | 0.00% | +396+53.7% | 加碼 |
| Bessemer Group Inc | 1,037 | $2.60 萬 | 0.00% | +213+25.8% | 加碼 |
| Caitong International Asset Management Co., Ltd | 1,058 | $2.59 萬 | 0.02% | +705+199.7% | 加碼 |
| Colonial Trust Co | 993 | $2.43 萬 | 0.00% | 00.0% | 不變 |
| Quarry LP | 899 | $2.20 萬 | 0.01% | +899 | 新進 |
| Sittner & Nelson, LLC | 800 | $1.96 萬 | 0.01% | 00.0% | 不變 |
| Allworth Financial LP | 716 | $1.65 萬 | 0.00% | +210+41.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 639 | $1.56 萬 | 0.00% | −179−21.9% | 減碼 |
| EverSource Wealth Advisors, LLC | 636 | $1.55 萬 | 0.00% | −12−1.9% | 減碼 |
| Skopos Labs, Inc. | 471 | $1.15 萬 | 0.00% | +182+63.0% | 加碼 |
| Geneos Wealth Management Inc. | 342 | $8,358 | 0.00% | +83+32.0% | 加碼 |
| Parkside Financial Bank & Trust | 287 | $7,015 | 0.00% | +212+282.7% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 227 | $6,109 | 0.00% | +227 | 新進 |
| AdvisorNet Financial, Inc | 203 | $4,961 | 0.00% | +203 | 新進 |
| MAI Capital Management | 192 | $4,693 | 0.00% | −1−0.5% | 減碼 |
| High Note Wealth, LLC | 188 | $4,595 | 0.00% | −40−17.5% | 減碼 |
| True Wealth Design, LLC | 174 | $4,253 | 0.00% | +174 | 新進 |
| SRS Capital Advisors, Inc. | 166 | $4,058 | 0.00% | −480−74.3% | 減碼 |
| Hemington Wealth Management | 187 | $4,000 | 0.00% | +62+49.6% | 加碼 |
| Highline Wealth Partners LLC | 154 | $3,764 | 0.00% | +154 | 新進 |
| CIBC Private Wealth Group, LLC | 133 | $2,828 | 0.00% | −148−52.7% | 減碼 |
| JFS Wealth Advisors, LLC | 114 | $2,787 | 0.00% | +14+14.0% | 加碼 |
| SBI Securities Co., Ltd. | 111 | $2,713 | 0.00% | +9+8.8% | 加碼 |
| Boston Private Wealth LLC | 109 | $2,664 | 0.00% | +109 | 新進 |
| Massmutual Trust Co FSB | 107 | $2,615 | 0.00% | +107 | 新進 |
| Westside Investment Management, Inc. | 100 | $2,444 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 92 | $2,248 | 0.00% | +92 | 新進 |
| Farmers & Merchants Investments Inc | 85 | $2,077 | 0.00% | 00.0% | 不變 |
| WPG Advisers, LLC | 82 | $2,004 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 75 | $1,833 | 0.00% | 00.0% | 不變 |
| Bruce G. Allen Investments, LLC | 75 | $1,833 | 0.00% | 00.0% | 不變 |
| Bare Financial Services, Inc | 73 | $1,784 | 0.00% | +73 | 新進 |
| Bell Investment Advisors, Inc | 63 | $1,540 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 60 | $1,472 | 0.00% | +60 | 新進 |
| Private Wealth Management Group, LLC | 51 | $1,247 | 0.00% | 00.0% | 不變 |
| Whipplewood Advisors, LLC | 290 | $904 | 0.00% | +253+683.8% | 加碼 |
| Northwestern Mutual Wealth Management Co | 36 | $880 | 0.00% | −605−94.4% | 減碼 |
| DiNuzzo Private Wealth, Inc. | 29 | $709 | 0.00% | +4+16.0% | 加碼 |
| Global Financial Private Client, LLC | 29 | $709 | 0.00% | +21+262.5% | 加碼 |
| SJS Investment Consulting Inc. | 28 | $685 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 27 | $660 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 22 | $571 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 8 | $196 | 0.00% | −34−81.0% | 減碼 |
| WealthTrak Capital Management LLC | 5 | $123 | 0.00% | 00.0% | 不變 |
| South State Corp. | 5 | $123 | 0.00% | +5 | 新進 |
| Parkworth Wealth Management, Inc. | 5 | $122 | 0.00% | 00.0% | 不變 |
| Greenline Partners, LLC | 4 | $98 | 0.00% | +4 | 新進 |
| HFM Investment Advisors, LLC | 4 | $98 | 0.00% | +4 | 新進 |
| MV Capital Management, Inc. | 2 | $49 | 0.00% | 00.0% | 不變 |
| Bay Harbor Wealth Management, LLC | 2 | $48 | 0.00% | +2 | 新進 |
| Hantz Financial Services, Inc. | 12 | $0 | 0.00% | +12 | 新進 |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −619,073−100.0% | 清倉 |
| Royce & Associates LP | 0 | $0 | 0.00% | −252,895−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −79,822−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −52,748−100.0% | 清倉 |
| Savant Capital, LLC | 0 | $0 | 0.00% | −22,711−100.0% | 清倉 |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −13,055−100.0% | 清倉 |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −10,335−100.0% | 清倉 |
| Connable Office Inc | 0 | $0 | 0.00% | −8,364−100.0% | 清倉 |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −8,291−100.0% | 清倉 |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −8,267−100.0% | 清倉 |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −8,073−100.0% | 清倉 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −2,492−100.0% | 清倉 |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −1,586−100.0% | 清倉 |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −856−100.0% | 清倉 |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −803−100.0% | 清倉 |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −588−100.0% | 清倉 |
| Whittier Trust Co | 0 | $0 | 0.00% | −253−100.0% | 清倉 |
| Old Second National Bank of Aurora | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| New Millennium Group LLC | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Nuveen Asset Management, LLC | – | – | – | – | 本季未申報 |
| Kolinsky Wealth Management, LLC | – | – | – | – | 本季未申報 |
| Zions Bancorporation, N.A. | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
