| Basecamp Wealth Advisors LLC | 32 | $1,191 | 0.00% | −10−23.8% | 減碼 |
| CoreCap Advisors, LLC | 28 | $1,042 | 0.00% | −322−92.0% | 減碼 |
| Private Trust Co NA | 28 | $1,042 | 0.00% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 28 | $1,000 | 0.00% | 00.0% | 不變 |
| Private Wealth Management Group, LLC | 26 | $968 | 0.00% | −6−18.8% | 減碼 |
| Bayban | 26 | $967 | 0.00% | +26 | 新進 |
| Community Financial Services Group, LLC | 24 | $878 | 0.00% | +24 | 新進 |
| Danske Bank A/S | 23 | $856 | 0.00% | −221−90.6% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 23 | $856 | 0.00% | 00.0% | 不變 |
| Atlantic Trust, LLC | 20 | $744 | 0.00% | −39−66.1% | 減碼 |
| Parkside Financial Bank & Trust | 19 | $708 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 17 | $633 | 0.00% | 00.0% | 不變 |
| Strengthening Families & Communities, LLC | 17 | $633 | 0.00% | 00.0% | 不變 |
| Ares Financial Consulting, LLC | 16 | $585 | 0.00% | +6+60.0% | 加碼 |
| Atlantic Union Bankshares Corp | 15 | $558 | 0.00% | 00.0% | 不變 |
| Hurley Capital, LLC | 15 | $558 | 0.00% | 00.0% | 不變 |
| Steigerwald, Gordon & Koch Inc. | 12 | $447 | 0.00% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 12 | $447 | 0.00% | +12 | 新進 |
| EverSource Wealth Advisors, LLC | 11 | $409 | 0.00% | −29−72.5% | 減碼 |
| JFS Wealth Advisors, LLC | 10 | $373 | 0.00% | 00.0% | 不變 |
| ZRC Wealth Management, LLC | 10 | $373 | 0.00% | 00.0% | 不變 |
| Fortis Group Advisors, LLC | 10 | $372 | 0.00% | 00.0% | 不變 |
| Fairscale Capital, LLC | 9 | $335 | 0.00% | 00.0% | 不變 |
| Torren Management, LLC | 8 | $298 | 0.00% | −5−38.5% | 減碼 |
| Cedar Mountain Advisors, LLC | 8 | $298 | 0.00% | +8 | 新進 |
| Hughes Financial Services, LLC | 8 | $298 | 0.00% | +8 | 新進 |
| Owl Creek Wealth Partners LLC | 8 | $298 | 0.00% | +8 | 新進 |
| True Wealth Design, LLC | 7 | $261 | 0.00% | −3−30.0% | 減碼 |
| Huntington National Bank | 7 | $260 | 0.00% | 00.0% | 不變 |
| JPL Wealth Management, LLC | 6 | $224 | 0.00% | +6 | 新進 |
| Greykasell Wealth Strategies, Inc. | 6 | $223 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 6 | $223 | 0.00% | +6 | 新進 |
| Raffa Wealth Management, LLC | 5 | $186 | 0.00% | 00.0% | 不變 |
| Strategic Investment Solutions, Inc. | 4 | $149 | 0.00% | 00.0% | 不變 |
| Cromwell Holdings LLC | 4 | $148 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 3 | $112 | 0.00% | −1−25.0% | 減碼 |
| Trust Co of Toledo NA | 3 | $112 | 0.00% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 3 | $112 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 3 | $112 | 0.00% | +1+50.0% | 加碼 |
| South State Corp. | 2 | $75 | 0.00% | 00.0% | 不變 |
| Sachetta, LLC | 2 | $75 | 0.00% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 2 | $75 | 0.00% | +2 | 新進 |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $74 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 2 | $74 | 0.00% | 00.0% | 不變 |
| HFM Investment Advisors, LLC | 2 | $74 | 0.00% | +1+100.0% | 加碼 |
| Bell Investment Advisors, Inc | 1 | $38 | 0.00% | −1−50.0% | 減碼 |
| Rialto Wealth Management, LLC | 1 | $38 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 1 | $37 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 1 | $37 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 1 | $37 | 0.00% | 00.0% | 不變 |
| Activest Wealth Management | 1 | $37 | 0.00% | 00.0% | 不變 |
| LGT Financial Advisors LLC | 1 | $37 | 0.00% | 00.0% | 不變 |
| Bruce G. Allen Investments, LLC | 1 | $37 | 0.00% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 1 | $37 | 0.00% | 00.0% | 不變 |
| Align Financial, LLC | 1 | $37 | 0.00% | −36−97.3% | 減碼 |
| Cornerstone Financial Management LLC | 1 | $37 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 1 | $37 | 0.00% | +1 | 新進 |
| GWM Advisors LLC | 1 | $37 | 0.00% | +1 | 新進 |
| Mountain Hill Investment Partners Corp. | 1 | $37 | 0.00% | +1 | 新進 |
| Bessemer Group Inc | 5 | $0 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 16 | $0 | 0.00% | −2−11.1% | 減碼 |
| Greenstone Partners & Co., LLC | 0 | $0 | 0.00% | −315,282−100.0% | 清倉 |
| Whitebox Advisors LLC | 0 | $0 | 0.00% | −213,031−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −166,884−100.0% | 清倉 |
| Quaker Capital Investments, LLC | 0 | $0 | 0.00% | −86,328−100.0% | 清倉 |
| Slotnik Capital, LLC | 0 | $0 | 0.00% | −85,540−100.0% | 清倉 |
| Colony Capital, Inc. | 0 | $0 | 0.00% | −72,000−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −32,675−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −16,842−100.0% | 清倉 |
| Deltroit Asset Management (UK) LLP | 0 | $0 | 0.00% | −12,744−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −10,290−100.0% | 清倉 |
| Beartown Capital Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| CSS LLC | 0 | $0 | 0.00% | −8,278−100.0% | 清倉 |
| ARS Investment Partners, LLC | 0 | $0 | 0.00% | −8,001−100.0% | 清倉 |
| Yakira Capital Management, Inc. | 0 | $0 | 0.00% | −7,718−100.0% | 清倉 |
| Harbor Advisors LLC | 0 | $0 | 0.00% | −6,220−100.0% | 清倉 |
| Amalgamated Bank | 0 | $0 | 0.00% | −2,411−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −1,960−100.0% | 清倉 |
| Highlander Partners, L.P. | 0 | $0 | 0.00% | −1,703−100.0% | 清倉 |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −352−100.0% | 清倉 |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −194−100.0% | 清倉 |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −70−100.0% | 清倉 |
| Quest Partners LLC | 0 | $0 | 0.00% | −37−100.0% | 清倉 |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −32−100.0% | 清倉 |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| CBIZ Investment Advisory Services, LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Wealth Watch Advisors, INC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Vanguard Group Inc | – | – | – | – | 本季未申報 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
| CIBC Private Wealth Group, LLC | – | – | – | – | 本季未申報 |
