| Armstrong Advisory Group, Inc | 104 | $1.61 萬 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 100 | $1.55 萬 | 0.00% | +70+233.3% | 加碼 |
| Central Trust Co | 99 | $1.54 萬 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 91 | $1.40 萬 | 0.01% | +1+1.1% | 加碼 |
| Kestra Investment Management, LLC | 78 | $1.21 萬 | 0.00% | +60+333.3% | 加碼 |
| Fourth Dimension Wealth, LLC | 76 | $1.18 萬 | 0.01% | 00.0% | 不變 |
| Caldwell Trust Co | 75 | $1.16 萬 | 0.00% | 00.0% | 不變 |
| Accredited Wealth Management, LLC | 71 | $1.10 萬 | 0.01% | +71 | 新進 |
| Cornerstone Planning Group LLC | 75 | $1.06 萬 | 0.00% | +25+50.0% | 加碼 |
| Fortitude Family Office, LLC | 66 | $1.02 萬 | 0.00% | 00.0% | 不變 |
| Birchbrook, Inc. | 60 | $9,317 | 0.01% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 57 | $8,851 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 56 | $8,695 | 0.00% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 56 | $8,695 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 55 | $8,540 | 0.00% | +15+37.5% | 加碼 |
| Farther Finance Advisors, LLC | 53 | $8,288 | 0.00% | −10−15.9% | 減碼 |
| Washington Trust Co | 53 | $8,251 | 0.00% | 00.0% | 不變 |
| WPG Advisers, LLC | 52 | $8,074 | 0.01% | −2−3.7% | 減碼 |
| Capital Advisors, Ltd. LLC | 50 | $8,000 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 48 | $7,453 | 0.00% | 00.0% | 不變 |
| Atlantic Trust, LLC | 48 | $7,453 | 0.00% | +48 | 新進 |
| Allworth Financial LP | 50 | $7,208 | 0.00% | +6+13.6% | 加碼 |
| Arlington Trust Co LLC | 46 | $7,142 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 45 | $6,987 | 0.00% | +7+18.4% | 加碼 |
| Amundi | 46 | $6,829 | 0.00% | +10+27.8% | 加碼 |
| Creative Financial Designs Inc | 40 | $6,211 | 0.00% | +40 | 新進 |
| Hantz Financial Services, Inc. | 35 | $5,000 | 0.00% | +35 | 新進 |
| Farmers & Merchants Investments Inc | 28 | $4,348 | 0.00% | +12+75.0% | 加碼 |
| Jones Financial Companies LLLP | 27 | $4,221 | 0.00% | +5+22.7% | 加碼 |
| TD Private Client Wealth LLC | 26 | $4,037 | 0.00% | +26 | 新進 |
| Quest 10 Wealth Builders, Inc. | 25 | $3,822 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 24 | $3,726 | 0.00% | 00.0% | 不變 |
| Retirement Wealth Solutions LLC | 22 | $3,448 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 22 | $3,416 | 0.00% | 00.0% | 不變 |
| Bokf, NA | 21 | $3,261 | 0.00% | 00.0% | 不變 |
| Ruedi Wealth Management, Inc. | 20 | $3,105 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 19 | $2,950 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 18 | $2,795 | 0.00% | +6+50.0% | 加碼 |
| Private Wealth Management Group, LLC | 15 | $2,330 | 0.00% | 00.0% | 不變 |
| First Pacific Financial | 15 | $2,330 | 0.00% | +15 | 新進 |
| Harbour Investments, Inc. | 15 | $2,329 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 12 | $1,863 | 0.00% | 00.0% | 不變 |
| DiNuzzo Private Wealth, Inc. | 10 | $1,553 | 0.00% | +1+11.1% | 加碼 |
| Stephens Consulting, LLC | 10 | $1,553 | 0.00% | +10 | 新進 |
| Sierra Ocean, LLC | 9 | $1,397 | 0.00% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 9 | $1,397 | 0.00% | +6+200.0% | 加碼 |
| SJS Investment Consulting Inc. | 8 | $1,243 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 7 | $1,087 | 0.00% | 00.0% | 不變 |
| Financial Network Wealth Advisors LLC | 6 | $932 | 0.00% | +6 | 新進 |
| Bell Investment Advisors, Inc | 5 | $777 | 0.00% | 00.0% | 不變 |
| Global Trust Asset Management, LLC | 5 | $776 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 4 | $621 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 3 | $466 | 0.00% | −216−98.6% | 減碼 |
| Capital A Wealth Management, LLC | 3 | $466 | 0.00% | −2−40.0% | 減碼 |
| IFP Advisors, Inc | 3 | $466 | 0.00% | −1−25.0% | 減碼 |
| Greenline Partners, LLC | 3 | $466 | 0.00% | +3 | 新進 |
| Caitong International Asset Management Co., Ltd | 3 | $466 | 0.00% | +3 | 新進 |
| Rialto Wealth Management, LLC | 3 | $466 | 0.00% | +3 | 新進 |
| Financial Management Professionals, Inc. | 2 | $311 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 2 | $311 | 0.00% | +2 | 新進 |
| True Wealth Design, LLC | 2 | $311 | 0.00% | +2 | 新進 |
| HFM Investment Advisors, LLC | 2 | $311 | 0.00% | +2 | 新進 |
| TFC Financial Management | 1 | $156 | 0.00% | 00.0% | 不變 |
| Parkworth Wealth Management, Inc. | 1 | $155 | 0.00% | 00.0% | 不變 |
| Bay Harbor Wealth Management, LLC | 1 | $155 | 0.00% | +1 | 新進 |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,790−100.0% | 清倉 |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −22,635−100.0% | 清倉 |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −19,968−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −10,406−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −6,870−100.0% | 清倉 |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −5,089−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −4,707−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −3,161−100.0% | 清倉 |
| Omers Administration Corp | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −2,883−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −2,812−100.0% | 清倉 |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −2,363−100.0% | 清倉 |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −2,141−100.0% | 清倉 |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −2,119−100.0% | 清倉 |
| Prosperity Wealth Management, Inc. | 0 | $0 | 0.00% | −2,001−100.0% | 清倉 |
| Crestline Management, LP | 0 | $0 | 0.00% | −1,818−100.0% | 清倉 |
| Sutton Place Investors LLC | 0 | $0 | 0.00% | −1,757−100.0% | 清倉 |
| GTS Securities LLC | 0 | $0 | 0.00% | −1,485−100.0% | 清倉 |
| Stephens Inc | 0 | $0 | 0.00% | −1,474−100.0% | 清倉 |
| Cerity Partners LLC | 0 | $0 | 0.00% | −1,547−100.0% | 清倉 |
| Pinnacle Wealth Management Advisory Group, LLC | 0 | $0 | 0.00% | −1,400−100.0% | 清倉 |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −1,342−100.0% | 清倉 |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −95−100.0% | 清倉 |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −84−100.0% | 清倉 |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −51−100.0% | 清倉 |
| First Financial Corp | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −36−100.0% | 清倉 |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Nuveen Asset Management, LLC | – | – | – | – | 本季未申報 |
| Chesapeake Capital Corp | – | – | – | – | 本季未申報 |
| Hilltop National Bank | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
