| New Millennium Group LLC | 220 | $9,728 | 0.01% | −3−1.3% | 減碼 |
| Covestor Ltd | 213 | $9,000 | 0.01% | +1+0.5% | 加碼 |
| Rothschild Investment LLC | 195 | $8,623 | 0.00% | +55+39.3% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 194 | $8,579 | 0.00% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 186 | $8,225 | 0.00% | 00.0% | 不變 |
| Skopos Labs, Inc. | 184 | $8,137 | 0.00% | +178+2,966.7% | 加碼 |
| Hemington Wealth Management | 182 | $8,000 | 0.00% | +27+17.4% | 加碼 |
| Bayforest Capital Ltd | 177 | $7,827 | 0.00% | +131+284.8% | 加碼 |
| Versant Capital Management, Inc | 172 | $7,606 | 0.00% | 00.0% | 不變 |
| Richardson Capital Management LLC | 160 | $7,075 | 0.00% | +160 | 新進 |
| Parkside Financial Bank & Trust | 152 | $6,722 | 0.00% | +125+463.0% | 加碼 |
| MAI Capital Management | 137 | $6,059 | 0.00% | 00.0% | 不變 |
| Amundi | 148 | $6,015 | 0.00% | +41+38.3% | 加碼 |
| GWM Advisors LLC | 130 | $5,754 | 0.00% | −4−3.0% | 減碼 |
| Hantz Financial Services, Inc. | 110 | $5,000 | 0.00% | +33+42.9% | 加碼 |
| Lindbrook Capital, LLC | 109 | $4,820 | 0.00% | +46+73.0% | 加碼 |
| SRS Capital Advisors, Inc. | 102 | $4,507 | 0.00% | −272−72.7% | 減碼 |
| Danske Bank A/S | 100 | $4,422 | 0.00% | 00.0% | 不變 |
| Bokf, NA | 97 | $4,289 | 0.00% | 00.0% | 不變 |
| Colonial Trust Co | 92 | $4,049 | 0.00% | +55+148.6% | 加碼 |
| Farmers & Merchants Investments Inc | 82 | $3,626 | 0.00% | +37+82.2% | 加碼 |
| Private Trust Co NA | 80 | $3,538 | 0.00% | −5−5.9% | 減碼 |
| JFS Wealth Advisors, LLC | 79 | $3,494 | 0.00% | +11+16.2% | 加碼 |
| Quarry LP | 75 | $3,317 | 0.00% | +75 | 新進 |
| Red Tortoise LLC | 74 | $3,272 | 0.00% | 00.0% | 不變 |
| Wiser Advisor Group LLC | 70 | $3,093 | 0.00% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 65 | $2,874 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 71 | $2,687 | 0.00% | +71 | 新進 |
| South State Corp. | 52 | $2,300 | 0.00% | +52 | 新進 |
| Ravenstone Capital Management Inc. | 50 | $2,211 | 0.00% | −2,450−98.0% | 減碼 |
| Key Financial Inc | 50 | $2,211 | 0.00% | 00.0% | 不變 |
| Sachetta, LLC | 47 | $2,079 | 0.00% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 45 | $2,000 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 57 | $2,000 | 0.00% | +57 | 新進 |
| Carolinas Wealth Consulting LLC | 41 | $1,802 | 0.00% | +4+10.8% | 加碼 |
| Stephens Consulting, LLC | 40 | $1,769 | 0.00% | +40 | 新進 |
| Montag A & Associates Inc | 31 | $1,382 | 0.00% | 00.0% | 不變 |
| Private Wealth Asset Management, LLC | 29 | $1,282 | 0.00% | +29 | 新進 |
| Private Wealth Management Group, LLC | 24 | $1,062 | 0.00% | 00.0% | 不變 |
| Crewe Advisors LLC | 24 | $1,062 | 0.00% | +24 | 新進 |
| SJS Investment Consulting Inc. | 19 | $841 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 19 | $841 | 0.00% | +19 | 新進 |
| DiNuzzo Private Wealth, Inc. | 17 | $752 | 0.00% | −1−5.6% | 減碼 |
| Provenance Wealth Advisors, LLC | 16 | $708 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 14 | $620 | 0.00% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 13 | $575 | 0.00% | +8+160.0% | 加碼 |
| Parkworth Wealth Management, Inc. | 3 | $133 | 0.00% | 00.0% | 不變 |
| HFM Investment Advisors, LLC | 3 | $133 | 0.00% | +3 | 新進 |
| Bay Harbor Wealth Management, LLC | 2 | $88 | 0.00% | +2 | 新進 |
| Proequities, Inc. | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −964,707−100.0% | 清倉 |
| Kodai Capital Management LP | 0 | $0 | 0.00% | −139,442−100.0% | 清倉 |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −125,552−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −90,000−100.0% | 清倉 |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −63,205−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −41,207−100.0% | 清倉 |
| First Trust Advisors LP | 0 | $0 | 0.00% | −29,778−100.0% | 清倉 |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −25,875−100.0% | 清倉 |
| BNP Paribas | 0 | $0 | 0.00% | −22,650−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −17,238−100.0% | 清倉 |
| Keeler Thomas Management LLC | 0 | $0 | 0.00% | −15,099−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −15,018−100.0% | 清倉 |
| Nkcfo LLC | 0 | $0 | 0.00% | −9,000−100.0% | 清倉 |
| Davidson Investment Advisors | 0 | $0 | 0.00% | −8,028−100.0% | 清倉 |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −6,746−100.0% | 清倉 |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −5,662−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,596−100.0% | 清倉 |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −5,209−100.0% | 清倉 |
| Coco Enterprises, LLC | 0 | $0 | 0.00% | −5,256−100.0% | 清倉 |
| B.O.S.S. Retirement Advisors, LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −4,531−100.0% | 清倉 |
| Shelton Capital Management | 0 | $0 | 0.00% | −4,483−100.0% | 清倉 |
| D L Carlson Investment Group Inc | 0 | $0 | 0.00% | −4,431−100.0% | 清倉 |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −4,428−100.0% | 清倉 |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −4,365−100.0% | 清倉 |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −4,346−100.0% | 清倉 |
| Warren Averett Asset Management, LLC | 0 | $0 | 0.00% | −4,277−100.0% | 清倉 |
| Cim Investment Mangement Inc | 0 | $0 | 0.00% | −4,126−100.0% | 清倉 |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −1,266−100.0% | 清倉 |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −977−100.0% | 清倉 |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −904−100.0% | 清倉 |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −836−100.0% | 清倉 |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −672−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −306−100.0% | 清倉 |
| Park Place Capital Corp | 0 | $0 | 0.00% | −92−100.0% | 清倉 |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −80−100.0% | 清倉 |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Capital A Wealth Management, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Madison Investment Advisors, LLC | – | – | – | – | 本季未申報 |
| Nuveen Asset Management, LLC | – | – | – | – | 本季未申報 |
| Hilltop National Bank | – | – | – | – | 本季未申報 |
| Sanctuary Wealth Management, L.L.C. | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
| Sugarloaf Wealth Management, LLC | – | – | – | – | 本季未申報 |
