| Fortis Group Advisors, LLC | 1,642 | $1.54 萬 | 0.00% | 00.0% | 不變 |
| Lodestone Wealth Management LLC | 1,502 | $1.41 萬 | 0.01% | +30+2.0% | 加碼 |
| Spire Wealth Management | 1,446 | $1.35 萬 | 0.00% | 00.0% | 不變 |
| Keating Financial Advisory Services, Inc. | 1,425 | $1.33 萬 | 0.00% | +231+19.3% | 加碼 |
| Anfield Capital Management, LLC | 1,289 | $1.21 萬 | 0.00% | +1,289 | 新進 |
| Harbor Capital Advisors, Inc. | 1,334 | $1.20 萬 | 0.00% | +341+34.3% | 加碼 |
| Wealth Enhancement Trust Services, Inc. | 1,250 | $1.17 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 1,165 | $1.09 萬 | 0.00% | +1,099+1,665.2% | 加碼 |
| Assetmark, Inc | 1,158 | $1.08 萬 | 0.00% | +89+8.3% | 加碼 |
| Umb Bank N A | 1,149 | $1.08 萬 | 0.00% | −365−24.1% | 減碼 |
| Los Angeles Capital Management LLC | 842 | $7,881 | 0.00% | −9,917−92.2% | 減碼 |
| Westside Investment Management, Inc. | 804 | $7,525 | 0.00% | 00.0% | 不變 |
| Cornerstone National Bank & Trust Co | 783 | $7,415 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 656 | $6,141 | 0.00% | +204+45.1% | 加碼 |
| Massmutual Trust Co FSB | 638 | $5,972 | 0.00% | 00.0% | 不變 |
| MCF Advisors LLC | 576 | $5,392 | 0.00% | +576 | 新進 |
| Insight Financial Services | 534 | $4,998 | 0.00% | 00.0% | 不變 |
| Essential Partners LLC | 518 | $4,848 | 0.00% | 00.0% | 不變 |
| Triumph Capital Management | 500 | $4,680 | 0.00% | +500 | 新進 |
| Brown Brothers Harriman & Co | 488 | $4,568 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 483 | $4,521 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 470 | $4,400 | 0.00% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 404 | $3,697 | 0.00% | 00.0% | 不變 |
| Twin Peaks Wealth Advisors, LLC | 308 | $2,883 | 0.00% | +308 | 新進 |
| Vision Financial Markets LLC | 295 | $2,757 | 0.00% | +6+2.1% | 加碼 |
| Rothschild Investment LLC | 292 | $2,733 | 0.00% | +120+69.8% | 加碼 |
| Smallwood Wealth Investment Management, LLC | 285 | $2,667 | 0.00% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 270 | $2,557 | 0.00% | 00.0% | 不變 |
| High Note Wealth, LLC | 255 | $2,387 | 0.00% | 00.0% | 不變 |
| Frazier Financial Advisors, LLC | 222 | $2,078 | 0.00% | −79−26.2% | 減碼 |
| Root Financial Partners, LLC | 200 | $1,872 | 0.00% | +200 | 新進 |
| Delta Asset Management LLC | 195 | $1,825 | 0.00% | 00.0% | 不變 |
| Bare Financial Services, Inc | 178 | $1,666 | 0.00% | +49+38.0% | 加碼 |
| Archer Investment Corp | 155 | $1,446 | 0.00% | 00.0% | 不變 |
| Retirement Wealth Solutions LLC | 125 | $1,170 | 0.00% | +80+177.8% | 加碼 |
| Parkside Financial Bank & Trust | 121 | $1,134 | 0.00% | 00.0% | 不變 |
| Optiver Holding B.V. | 111 | $1,039 | 0.00% | +111 | 新進 |
| Private Wealth Management Group, LLC | 103 | $965 | 0.00% | 00.0% | 不變 |
| WPG Advisers, LLC | 98 | $917 | 0.00% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 89 | $833 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 81 | $758 | 0.00% | 00.0% | 不變 |
| Hager Investment Management Services, LLC | 78 | $732 | 0.00% | +1+1.3% | 加碼 |
| Ankerstar Wealth, LLC | 67 | $627 | 0.00% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 64 | $600 | 0.00% | +64 | 新進 |
| North Star Investment Management Corp. | 61 | $571 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 46 | $431 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 41 | $384 | 0.00% | 00.0% | 不變 |
| UMA Financial Services, Inc. | 36 | $337 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, National Association | 32 | $300 | 0.00% | +32 | 新進 |
| Gilpin Wealth Management, LLC | 19 | $178 | 0.00% | +12+171.4% | 加碼 |
| Dunhill Financial, LLC | 10 | $101 | 0.00% | −1−9.1% | 減碼 |
| Stone House Investment Management, LLC | 8 | $75 | 0.00% | +8 | 新進 |
| Bogart Wealth, LLC | 4 | $37 | 0.00% | 00.0% | 不變 |
| Hughes Financial Services, LLC | 2 | $19 | 0.00% | +2 | 新進 |
| Capital Advisors, Ltd. LLC | 36 | $0 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 14 | $0 | 0.00% | 00.0% | 不變 |
| Conversant Capital LLC | 0 | $0 | 0.00% | −3,803,654−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −420,962−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −136,600−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −129,866−100.0% | 清倉 |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −118,518−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −94,200−100.0% | 清倉 |
| Versor Investments LP | 0 | $0 | 0.00% | −79,600−100.0% | 清倉 |
| Man Group plc | 0 | $0 | 0.00% | −72,217−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −55,332−100.0% | 清倉 |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −36,280−100.0% | 清倉 |
| Quest Partners LLC | 0 | $0 | 0.00% | −32,295−100.0% | 清倉 |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −22,464−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −21,841−100.0% | 清倉 |
| Blair William & Co | 0 | $0 | 0.00% | −16,400−100.0% | 清倉 |
| Jain Global LLC | 0 | $0 | 0.00% | −16,241−100.0% | 清倉 |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −15,964−100.0% | 清倉 |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −12,048−100.0% | 清倉 |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −10,400−100.0% | 清倉 |
| Silver Oak Securities, Inc | 0 | $0 | 0.00% | −10,345−100.0% | 清倉 |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −10,321−100.0% | 清倉 |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −8,581−100.0% | 清倉 |
| Eastern Bank | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −3,821−100.0% | 清倉 |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −3,260−100.0% | 清倉 |
| Medallion Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,145−100.0% | 清倉 |
| Danske Bank A/S | 0 | $0 | 0.00% | −1,100−100.0% | 清倉 |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −700−100.0% | 清倉 |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −389−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −187−100.0% | 清倉 |
| Optima Capital LLC | 0 | $0 | 0.00% | −144−100.0% | 清倉 |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −16−100.0% | 清倉 |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Vanguard Group Inc | – | – | – | – | 本季未申報 |
| BancorpSouth Bank | – | – | – | – | 本季未申報 |
| CIBC World Markets Corp | – | – | – | – | 本季未申報 |
| CIBC Private Wealth Group, LLC | – | – | – | – | 本季未申報 |
| ORG Partners LLC | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
