| NBC Securities, Inc. | 431 | $1.80 萬 | 0.00% | +31+7.8% | 加碼 |
| Massmutual Trust Co FSB | 405 | $1.74 萬 | 0.00% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 400 | $1.72 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 361 | $1.55 萬 | 0.00% | +37+11.4% | 加碼 |
| MAI Capital Management | 315 | $1.36 萬 | 0.00% | +178+129.9% | 加碼 |
| Parallel Advisors, LLC | 310 | $1.34 萬 | 0.00% | +80+34.8% | 加碼 |
| Principal Securities, Inc. | 288 | $1.24 萬 | 0.00% | +28+10.8% | 加碼 |
| Harbor Capital Advisors, Inc. | 283 | $1.20 萬 | 0.00% | +11+4.0% | 加碼 |
| IFP Advisors, Inc | 264 | $1.14 萬 | 0.00% | +36+15.8% | 加碼 |
| Covestor Ltd | 213 | $9,000 | 0.01% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 194 | $8,358 | 0.00% | 00.0% | 不變 |
| Westside Investment Management, Inc. | 179 | $8,133 | 0.00% | +179 | 新進 |
| Tortoise Investment Management, LLC | 186 | $8,013 | 0.00% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 180 | $7,755 | 0.00% | +180 | 新進 |
| Quarry LP | 178 | $7,668 | 0.00% | +103+137.3% | 加碼 |
| Versant Capital Management, Inc | 172 | $7,410 | 0.00% | 00.0% | 不變 |
| Hemington Wealth Management | 180 | $7,000 | 0.00% | −2−1.1% | 減碼 |
| Richardson Capital Management LLC | 160 | $6,893 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 135 | $5,816 | 0.00% | −17−11.2% | 減碼 |
| Rothschild Investment LLC | 105 | $4,523 | 0.00% | −90−46.2% | 減碼 |
| Clearstead Advisors, LLC | 102 | $4,395 | 0.00% | +102 | 新進 |
| CIBC Private Wealth Group, LLC | 99 | $4,265 | 0.00% | +28+39.4% | 加碼 |
| Farmers & Merchants Investments Inc | 92 | $3,963 | 0.00% | +10+12.2% | 加碼 |
| Colonial Trust Co | 92 | $3,945 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 77 | $3,339 | 0.00% | −25−24.5% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 75 | $3,231 | 0.00% | +75 | 新進 |
| Red Tortoise LLC | 74 | $3,188 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 71 | $3,059 | 0.00% | −8−10.1% | 減碼 |
| Bryn Mawr Trust Co | 65 | $2,800 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 50 | $2,154 | 0.00% | 00.0% | 不變 |
| Sachetta, LLC | 47 | $2,025 | 0.00% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 45 | $2,000 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 44 | $1,896 | 0.00% | +44 | 新進 |
| Activest Wealth Management | 44 | $1,896 | 0.00% | +44 | 新進 |
| Private Trust Co NA | 43 | $1,831 | 0.00% | −37−46.3% | 減碼 |
| Montag A & Associates Inc | 41 | $1,764 | 0.00% | +10+32.3% | 加碼 |
| Twin Peaks Wealth Advisors, LLC | 35 | $1,595 | 0.00% | +35 | 新進 |
| Capital A Wealth Management, LLC | 37 | $1,529 | 0.02% | +37 | 新進 |
| Essential Partners LLC | 34 | $1,465 | 0.00% | +34 | 新進 |
| South State Corp. | 30 | $1,293 | 0.00% | −22−42.3% | 減碼 |
| Fortitude Family Office, LLC | 29 | $1,249 | 0.00% | +29 | 新進 |
| Private Wealth Management Group, LLC | 24 | $1,034 | 0.00% | 00.0% | 不變 |
| Rialto Wealth Management, LLC | 19 | $819 | 0.00% | +19 | 新進 |
| Northwestern Mutual Wealth Management Co | 18 | $775 | 0.00% | +18 | 新進 |
| DiNuzzo Private Wealth, Inc. | 15 | $647 | 0.00% | −2−11.8% | 減碼 |
| Creative Financial Designs Inc | 15 | $646 | 0.00% | +15 | 新進 |
| Bell Investment Advisors, Inc | 14 | $604 | 0.00% | 00.0% | 不變 |
| Principia Wealth Advisory, LLC | 14 | $603 | 0.00% | +14 | 新進 |
| SJS Investment Consulting Inc. | 12 | $517 | 0.00% | −7−36.8% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 10 | $431 | 0.00% | +10 | 新進 |
| Raleigh Capital Management Inc. | 10 | $412 | 0.00% | +10 | 新進 |
| HFM Investment Advisors, LLC | 7 | $302 | 0.00% | +4+133.3% | 加碼 |
| Bay Harbor Wealth Management, LLC | 6 | $258 | 0.00% | +4+200.0% | 加碼 |
| Parkworth Wealth Management, Inc. | 3 | $129 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 1 | $44 | 0.00% | −18−94.7% | 減碼 |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −180,311−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −60,226−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −31,127−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −16,494−100.0% | 清倉 |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −16,232−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −15,998−100.0% | 清倉 |
| FLC Capital Advisors | 0 | $0 | 0.00% | −14,600−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −10,854−100.0% | 清倉 |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −9,704−100.0% | 清倉 |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −8,017−100.0% | 清倉 |
| United Services Automobile Association | 0 | $0 | 0.00% | −7,475−100.0% | 清倉 |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −6,230−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −6,184−100.0% | 清倉 |
| Johnson Financial Group, LLC | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −5,914−100.0% | 清倉 |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −5,560−100.0% | 清倉 |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −5,258−100.0% | 清倉 |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −4,820−100.0% | 清倉 |
| GTS Securities LLC | 0 | $0 | 0.00% | −4,645−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −4,591−100.0% | 清倉 |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −4,531−100.0% | 清倉 |
| Skylands Capital, LLC | 0 | $0 | 0.00% | −4,250−100.0% | 清倉 |
| Richards, Merrill & Peterson, Inc. | 0 | $0 | 0.00% | −1,389−100.0% | 清倉 |
| Mather Group, LLC. | 0 | $0 | 0.00% | −788−100.0% | 清倉 |
| eCIO, Inc. | 0 | $0 | 0.00% | −757−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −541−100.0% | 清倉 |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −230−100.0% | 清倉 |
| New Millennium Group LLC | 0 | $0 | 0.00% | −220−100.0% | 清倉 |
| Amundi | 0 | $0 | 0.00% | −148−100.0% | 清倉 |
| Bokf, NA | 0 | $0 | 0.00% | −97−100.0% | 清倉 |
| Wiser Advisor Group LLC | 0 | $0 | 0.00% | −70−100.0% | 清倉 |
| Ravenstone Capital Management Inc. | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −57−100.0% | 清倉 |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −41−100.0% | 清倉 |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| Private Wealth Asset Management, LLC | 0 | $0 | 0.00% | −29−100.0% | 清倉 |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −24−100.0% | 清倉 |
| Provenance Wealth Advisors, LLC | 0 | $0 | 0.00% | −16−100.0% | 清倉 |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| Orion Portfolio Solutions, LLC | – | – | – | – | 本季未申報 |
| Keeley-Teton Advisors, LLC | – | – | – | – | 本季未申報 |
| Lindbrook Capital, LLC | – | – | – | – | 本季未申報 |
