| Garde Capital, Inc. | 892 | $1.87 萬 | 0.00% | +892 | 新進 |
| Smartleaf Asset Management LLC | 838 | $1.76 萬 | 0.00% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 815 | $1.71 萬 | 0.00% | +815 | 新進 |
| Salem Investment Counselors Inc | 794 | $1.67 萬 | 0.00% | 00.0% | 不變 |
| Brown, Lisle/Cummings, Inc. | 776 | $1.63 萬 | 0.00% | 00.0% | 不變 |
| Park Square Financial Group, LLC | 674 | $1.41 萬 | 0.01% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 668 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 652 | $1.37 萬 | 0.00% | 00.0% | 不變 |
| Cooksen Wealth, LLC | 701 | $1.34 萬 | 0.01% | +701 | 新進 |
| IAG Wealth Partners, LLC | 608 | $1.27 萬 | 0.00% | 00.0% | 不變 |
| Central Trust Co | 585 | $1.23 萬 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 581 | $1.22 萬 | 0.00% | −175−23.1% | 減碼 |
| Stephens Consulting, LLC | 568 | $1.19 萬 | 0.00% | 00.0% | 不變 |
| NCP Inc. | 563 | $1.18 萬 | 0.02% | 00.0% | 不變 |
| Accredited Wealth Management, LLC | 550 | $1.16 萬 | 0.01% | +50+10.0% | 加碼 |
| Concord Wealth Partners | 531 | $1.11 萬 | 0.00% | 00.0% | 不變 |
| Christopher J. Hasenberg, Inc | 497 | $1.06 萬 | 0.00% | 00.0% | 不變 |
| MCF Advisors LLC | 472 | $9,917 | 0.00% | 00.0% | 不變 |
| SWAN Capital LLC | 457 | $9,574 | 0.00% | 00.0% | 不變 |
| Financial Network Wealth Advisors LLC | 403 | $8,443 | 0.01% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 400 | $8,380 | 0.00% | +400 | 新進 |
| FSC Wealth Advisors, LLC | 314 | $6,578 | 0.00% | 00.0% | 不變 |
| Riggs Asset Managment Co. Inc. | 301 | $6,306 | 0.00% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 300 | $6,285 | 0.00% | 00.0% | 不變 |
| Chesapeake Asset Management LLC | 270 | $5,656 | 0.01% | 00.0% | 不變 |
| Ridgewood Investments LLC | 250 | $5,238 | 0.00% | 00.0% | 不變 |
| Union Savings Bank | 217 | $4,546 | 0.00% | +217 | 新進 |
| Pin Oak Investment Advisors Inc | 167 | $4,000 | 0.00% | 00.0% | 不變 |
| Crewe Advisors LLC | 131 | $2,745 | 0.00% | +131 | 新進 |
| Clarity Asset Management, Inc. | 117 | $2,444 | 0.00% | 00.0% | 不變 |
| Clear Street Markets LLC | 100 | $2,095 | 0.00% | −2,700−96.4% | 減碼 |
| Clearstead Advisors, LLC | 97 | $2,033 | 0.00% | 00.0% | 不變 |
| NBC Securities, Inc. | 100 | $2,000 | 0.00% | +100 | 新進 |
| Hager Investment Management Services, LLC | 47 | $987 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 42 | $880 | 0.00% | 00.0% | 不變 |
| Horizon Investments, LLC | 12 | $251 | 0.00% | 00.0% | 不變 |
| Frazier Financial Advisors, LLC | 1 | $21 | 0.00% | 00.0% | 不變 |
| Dogwood Wealth Management LLC | 1 | $19 | 0.00% | 00.0% | 不變 |
| Acadian Asset Management LLC | 5 | $0 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 0 | $0 | 0.00% | −42,589−100.0% | 清倉 |
| Epiq Partners, LLC | 0 | $0 | 0.00% | −300,244−100.0% | 清倉 |
| Partners Group Holding AG | 0 | $0 | 0.00% | −267,807−100.0% | 清倉 |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −240,645−100.0% | 清倉 |
| LGL Partners, LLC | 0 | $0 | 0.00% | −226,640−100.0% | 清倉 |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −204,772−100.0% | 清倉 |
| Northern Trust Corp | 0 | $0 | 0.00% | −107,590−100.0% | 清倉 |
| Alps Advisors Inc | 0 | $0 | 0.00% | −76,630−100.0% | 清倉 |
| Drive Wealth Management, LLC | 0 | $0 | 0.00% | −68,512−100.0% | 清倉 |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −62,500−100.0% | 清倉 |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −45,750−100.0% | 清倉 |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −29,228−100.0% | 清倉 |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −29,141−100.0% | 清倉 |
| GWN Securities Inc. | 0 | $0 | 0.00% | −27,654−100.0% | 清倉 |
| Trajan Wealth LLC | 0 | $0 | 0.00% | −28,005−100.0% | 清倉 |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −24,017−100.0% | 清倉 |
| Pinnacle Wealth Management Advisory Group, LLC | 0 | $0 | 0.00% | −24,017−100.0% | 清倉 |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −18,699−100.0% | 清倉 |
| Focus Financial Network, Inc. | 0 | $0 | 0.00% | −18,575−100.0% | 清倉 |
| Keeley-Teton Advisors, LLC | 0 | $0 | 0.00% | −17,844−100.0% | 清倉 |
| Concentrum Wealth Management | 0 | $0 | 0.00% | −16,626−100.0% | 清倉 |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −16,368−100.0% | 清倉 |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −14,537−100.0% | 清倉 |
| PCG Asset Management, LLC | 0 | $0 | 0.00% | −14,537−100.0% | 清倉 |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −13,386−100.0% | 清倉 |
| StoneX Group Inc. | 0 | $0 | 0.00% | −13,189−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −11,836−100.0% | 清倉 |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −11,136−100.0% | 清倉 |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −10,210−100.0% | 清倉 |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −10,200−100.0% | 清倉 |
| Global Endowment Management, LP | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Lingohr & Partner Asset Management GmbH | 0 | $0 | 0.00% | −9,757−100.0% | 清倉 |
| Generation Capital Management LLC | 0 | $0 | 0.00% | −9,493−100.0% | 清倉 |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −9,356−100.0% | 清倉 |
| Essex Financial Services, Inc. | 0 | $0 | 0.00% | −9,305−100.0% | 清倉 |
| McDonald Partners LLC | 0 | $0 | 0.00% | −9,222−100.0% | 清倉 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −7,326−100.0% | 清倉 |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Fedenia Advisers LLC | 0 | $0 | 0.00% | −3,895−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −2,400−100.0% | 清倉 |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −2,239−100.0% | 清倉 |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −1,717−100.0% | 清倉 |
| Hemington Wealth Management | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| Caitlin John, LLC | 0 | $0 | 0.00% | −1,315−100.0% | 清倉 |
| Lee Danner & Bass Inc | 0 | $0 | 0.00% | −830−100.0% | 清倉 |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −781−100.0% | 清倉 |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −755−100.0% | 清倉 |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −731−100.0% | 清倉 |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −542−100.0% | 清倉 |
| Mattson Financial Services, LLC | 0 | $0 | 0.00% | −566−100.0% | 清倉 |
| New Wave Wealth Advisors LLC | 0 | $0 | 0.00% | −482−100.0% | 清倉 |
| Sterling Capital Management LLC | 0 | $0 | 0.00% | −412−100.0% | 清倉 |
| National Bank of Canada | 0 | $0 | 0.00% | −336−100.0% | 清倉 |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −305−100.0% | 清倉 |
| Legend Financial Advisors, Inc. | 0 | $0 | 0.00% | −97−100.0% | 清倉 |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| FMR LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | 本季未申報 |
| Edge Capital Group, LLC | – | – | – | – | 本季未申報 |
