| Smartleaf Asset Management LLC | 3,158 | $7.84 萬 | 0.01% | −363−10.3% | 減碼 |
| EverSource Wealth Advisors, LLC | 2,759 | $6.89 萬 | 0.00% | +2,123+333.8% | 加碼 |
| Global Retirement Partners, LLC | 2,453 | $6.12 萬 | 0.00% | +2,453 | 新進 |
| Advisor Group Holdings, Inc. | 2,372 | $5.92 萬 | 0.00% | −285−10.7% | 減碼 |
| Whittier Trust Co of Nevada Inc | 2,211 | $5.52 萬 | 0.00% | 00.0% | 不變 |
| Quest Partners LLC | 2,182 | $5.45 萬 | 0.01% | −76,714−97.2% | 減碼 |
| MetLife Investment Management | 2,085 | $5.20 萬 | 0.00% | −205−9.0% | 減碼 |
| Ronald Blue Trust, Inc. | 2,036 | $5.08 萬 | 0.00% | +227+12.5% | 加碼 |
| Danske Bank A/S | 1,900 | $4.74 萬 | 0.00% | +1,900 | 新進 |
| Skopos Labs, Inc. | 1,715 | $4.28 萬 | 0.01% | +1,244+264.1% | 加碼 |
| Jones Financial Companies LLLP | 1,540 | $3.82 萬 | 0.00% | +155+11.2% | 加碼 |
| Nomura Asset Management Co Ltd | 1,430 | $3.57 萬 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 1,371 | $3.40 萬 | 0.00% | +1,359+11,325.0% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,261 | $3.10 萬 | 0.00% | +1,261 | 新進 |
| Fifth Third Bancorp | 1,236 | $3.09 萬 | 0.00% | +103+9.1% | 加碼 |
| Bessemer Group Inc | 1,004 | $2.50 萬 | 0.00% | −33−3.2% | 減碼 |
| Fairscale Capital, LLC | 903 | $2.19 萬 | 0.02% | +903 | 新進 |
| IFP Advisors, Inc | 874 | $2.18 萬 | 0.00% | −1,071−55.1% | 減碼 |
| Allworth Financial LP | 810 | $2.02 萬 | 0.00% | +94+13.1% | 加碼 |
| Sittner & Nelson, LLC | 800 | $2.00 萬 | 0.01% | 00.0% | 不變 |
| MAI Capital Management | 738 | $1.84 萬 | 0.00% | +546+284.4% | 加碼 |
| Quarry LP | 666 | $1.66 萬 | 0.00% | −233−25.9% | 減碼 |
| Farther Finance Advisors, LLC | 585 | $1.46 萬 | 0.00% | −1,273−68.5% | 減碼 |
| Umb Bank N A | 434 | $1.08 萬 | 0.00% | −3,159−87.9% | 減碼 |
| Geneos Wealth Management Inc. | 342 | $8,536 | 0.00% | 00.0% | 不變 |
| Essential Partners LLC | 323 | $8,062 | 0.00% | +323 | 新進 |
| Bare Financial Services, Inc | 245 | $6,115 | 0.00% | +172+235.6% | 加碼 |
| Twin Peaks Wealth Advisors, LLC | 230 | $5,651 | 0.00% | +230 | 新進 |
| SRS Capital Advisors, Inc. | 226 | $5,641 | 0.00% | +60+36.1% | 加碼 |
| High Note Wealth, LLC | 155 | $3,869 | 0.00% | −33−17.6% | 減碼 |
| Massmutual Trust Co FSB | 137 | $3,420 | 0.00% | +30+28.0% | 加碼 |
| True Wealth Design, LLC | 124 | $3,096 | 0.00% | −50−28.7% | 減碼 |
| Hemington Wealth Management | 156 | $3,000 | 0.00% | −31−16.6% | 減碼 |
| SBI Securities Co., Ltd. | 114 | $2,845 | 0.00% | +3+2.7% | 加碼 |
| Mount Yale Investment Advisors, LLC | 102 | $2,546 | 0.00% | +102 | 新進 |
| Westside Investment Management, Inc. | 100 | $2,496 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 92 | $2,296 | 0.00% | 00.0% | 不變 |
| WPG Advisers, LLC | 82 | $2,047 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 75 | $1,872 | 0.00% | −10−11.8% | 減碼 |
| JFS Wealth Advisors, LLC | 73 | $1,823 | 0.00% | −41−36.0% | 減碼 |
| Bell Investment Advisors, Inc | 63 | $1,573 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 63 | $1,572 | 0.00% | +63 | 新進 |
| Atlantic Trust, LLC | 55 | $1,373 | 0.00% | +55 | 新進 |
| Private Wealth Management Group, LLC | 51 | $1,273 | 0.00% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 46 | $1,148 | 0.00% | +46 | 新進 |
| Huntington National Bank | 45 | $1,124 | 0.00% | −30−40.0% | 減碼 |
| Whipplewood Advisors, LLC | 37 | $924 | 0.00% | −253−87.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 36 | $899 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 33 | $824 | 0.00% | +6+22.2% | 加碼 |
| DiNuzzo Private Wealth, Inc. | 27 | $674 | 0.00% | −2−6.9% | 減碼 |
| Highline Wealth Partners LLC | 25 | $624 | 0.00% | −129−83.8% | 減碼 |
| UMA Financial Services, Inc. | 18 | $450 | 0.00% | +18 | 新進 |
| Bruce G. Allen Investments, LLC | 18 | $449 | 0.00% | −57−76.0% | 減碼 |
| SJS Investment Consulting Inc. | 16 | $400 | 0.00% | −12−42.9% | 減碼 |
| HFM Investment Advisors, LLC | 9 | $225 | 0.00% | +5+125.0% | 加碼 |
| Rialto Wealth Management, LLC | 6 | $150 | 0.00% | +6 | 新進 |
| South State Corp. | 5 | $125 | 0.00% | 00.0% | 不變 |
| WealthTrak Capital Management LLC | 5 | $125 | 0.00% | 00.0% | 不變 |
| Parkworth Wealth Management, Inc. | 5 | $125 | 0.00% | 00.0% | 不變 |
| Bay Harbor Wealth Management, LLC | 4 | $99 | 0.00% | +2+100.0% | 加碼 |
| MV Capital Management, Inc. | 2 | $50 | 0.00% | 00.0% | 不變 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −214,192−100.0% | 清倉 |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −183,757−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −176,630−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −61,288−100.0% | 清倉 |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −56,298−100.0% | 清倉 |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −35,338−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −26,613−100.0% | 清倉 |
| Caxton Associates LLP | 0 | $0 | 0.00% | −22,544−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −18,840−100.0% | 清倉 |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −18,347−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −17,853−100.0% | 清倉 |
| 111 Capital | 0 | $0 | 0.00% | −17,713−100.0% | 清倉 |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −16,407−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −15,181−100.0% | 清倉 |
| BlueStem Wealth Partners, LLC | 0 | $0 | 0.00% | −9,653−100.0% | 清倉 |
| Vestcor Inc | 0 | $0 | 0.00% | −8,965−100.0% | 清倉 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0 | $0 | 0.00% | −8,500−100.0% | 清倉 |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −8,250−100.0% | 清倉 |
| United Services Automobile Association | 0 | $0 | 0.00% | −8,294−100.0% | 清倉 |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −7,700−100.0% | 清倉 |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −4,938−100.0% | 清倉 |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −2,656−100.0% | 清倉 |
| Quent Capital, LLC | 0 | $0 | 0.00% | −1,937−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −1,805−100.0% | 清倉 |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −1,058−100.0% | 清倉 |
| Colonial Trust Co | 0 | $0 | 0.00% | −993−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −227−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −203−100.0% | 清倉 |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −133−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −109−100.0% | 清倉 |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −29−100.0% | 清倉 |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −22−100.0% | 清倉 |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Greenline Partners, LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| CAPROCK Group, Inc. | – | – | – | – | 本季未申報 |
| Lindbrook Capital, LLC | – | – | – | – | 本季未申報 |
