| Hantz Financial Services, Inc. | 1,916 | $1.50 萬 | 0.00% | +1,895+9,023.8% | 加碼 |
| Umb Bank N A | 1,800 | $1.40 萬 | 0.00% | +55+3.2% | 加碼 |
| WealthCollab, LLC | 1,794 | $1.40 萬 | 0.01% | 00.0% | 不變 |
| Rise Advisors, LLC | 1,572 | $1.22 萬 | 0.00% | +141+9.9% | 加碼 |
| IFP Advisors, Inc | 1,427 | $1.11 萬 | 0.00% | +1,206+545.7% | 加碼 |
| Advisors Asset Management, Inc. | 1,170 | $9,103 | 0.00% | +810+225.0% | 加碼 |
| MAI Capital Management | 1,137 | $8,846 | 0.00% | +137+13.7% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 1,049 | $8,161 | 0.00% | +1,049 | 新進 |
| Bell Investment Advisors, Inc | 993 | $7,726 | 0.00% | 00.0% | 不變 |
| LRI Investments, LLC | 991 | $7,710 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 950 | $7,391 | 0.00% | +950 | 新進 |
| Crossingbridge Advisors, LLC | 1,000 | $7,250 | 0.01% | −103,000−99.0% | 減碼 |
| Rothschild Investment LLC | 880 | $6,846 | 0.00% | −1,766−66.7% | 減碼 |
| Massmutual Trust Co FSB | 841 | $6,543 | 0.00% | 00.0% | 不變 |
| Hemington Wealth Management | 648 | $5,000 | 0.00% | +51+8.5% | 加碼 |
| Bare Financial Services, Inc | 623 | $4,847 | 0.00% | +442+244.2% | 加碼 |
| Red Tortoise LLC | 538 | $4,186 | 0.00% | 00.0% | 不變 |
| Caitong International Asset Management Co., Ltd | 521 | $4,053 | 0.00% | +521 | 新進 |
| Parkside Financial Bank & Trust | 435 | $3,386 | 0.00% | +40+10.1% | 加碼 |
| Fortitude Family Office, LLC | 428 | $3,330 | 0.00% | +339+380.9% | 加碼 |
| Allworth Financial LP | 396 | $3,081 | 0.00% | +108+37.5% | 加碼 |
| Optiver Holding B.V. | 369 | $2,871 | 0.00% | −1,952−84.1% | 減碼 |
| First United Bank Trust | 365 | $2,840 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 270 | $2,101 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 269 | $2,093 | 0.00% | −53−16.5% | 減碼 |
| Private Trust Co NA | 224 | $1,743 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 200 | $1,556 | 0.00% | 00.0% | 不變 |
| Country Trust Bank | 200 | $1,556 | 0.00% | +200 | 新進 |
| Salomon & Ludwin, LLC | 179 | $1,402 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 177 | $1,377 | 0.00% | −644−78.4% | 減碼 |
| SBI Securities Co., Ltd. | 170 | $1,323 | 0.00% | −6−3.4% | 減碼 |
| WPG Advisers, LLC | 169 | $1,315 | 0.00% | −637−79.0% | 減碼 |
| CarsonAllaria Wealth Management, Ltd. | 165 | $1,284 | 0.00% | 00.0% | 不變 |
| UMA Financial Services, Inc. | 158 | $1,230 | 0.00% | +158 | 新進 |
| Pineridge Advisors LLC | 148 | $1,151 | 0.00% | +148 | 新進 |
| Atlantic Trust, LLC | 146 | $1,136 | 0.00% | +146 | 新進 |
| Assetmark, Inc | 135 | $1,050 | 0.00% | +108+400.0% | 加碼 |
| Global Retirement Partners, LLC | 131 | $1,019 | 0.00% | +131 | 新進 |
| Cornerstone Planning Group LLC | 124 | $987 | 0.00% | +91+275.8% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 84 | $654 | 0.00% | +84 | 新進 |
| DiNuzzo Private Wealth, Inc. | 70 | $545 | 0.00% | −8−10.3% | 減碼 |
| Huntington National Bank | 63 | $490 | 0.00% | 00.0% | 不變 |
| Twin Peaks Wealth Advisors, LLC | 54 | $456 | 0.00% | +54 | 新進 |
| SJS Investment Consulting Inc. | 54 | $421 | 0.00% | −39−41.9% | 減碼 |
| Essential Partners LLC | 53 | $412 | 0.00% | +53 | 新進 |
| Deseret Mutual Benefit Administrators | 52 | $405 | 0.00% | 00.0% | 不變 |
| Bruce G. Allen Investments, LLC | 49 | $381 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 45 | $351 | 0.00% | +12+36.4% | 加碼 |
| Larson Financial Group LLC | 44 | $342 | 0.00% | −13−22.8% | 減碼 |
| Whipplewood Advisors, LLC | 38 | $296 | 0.00% | −29−43.3% | 減碼 |
| Rialto Wealth Management, LLC | 33 | $257 | 0.00% | −44−57.1% | 減碼 |
| HFM Investment Advisors, LLC | 31 | $241 | 0.00% | +19+158.3% | 加碼 |
| Principal Securities, Inc. | 26 | $202 | 0.00% | −51−66.2% | 減碼 |
| Bay Harbor Wealth Management, LLC | 20 | $155 | 0.00% | +10+100.0% | 加碼 |
| Harbour Investments, Inc. | 11 | $86 | 0.00% | 00.0% | 不變 |
| Parkworth Wealth Management, Inc. | 10 | $78 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 7 | $47 | 0.00% | +7 | 新進 |
| Avion Wealth | 94 | $0 | 0.00% | 00.0% | 不變 |
| Shah Capital Management | 0 | $0 | 0.00% | −1,090,743−100.0% | 清倉 |
| Denali Advisors LLC | 0 | $0 | 0.00% | −680,225−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −415,974−100.0% | 清倉 |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −313,237−100.0% | 清倉 |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −245,291−100.0% | 清倉 |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −221,312−100.0% | 清倉 |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −130,600−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −111,748−100.0% | 清倉 |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −70,646−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −47,357−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −40,770−100.0% | 清倉 |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −40,315−100.0% | 清倉 |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −34,896−100.0% | 清倉 |
| United Services Automobile Association | 0 | $0 | 0.00% | −30,379−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −28,500−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −27,532−100.0% | 清倉 |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −25,100−100.0% | 清倉 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −13,182−100.0% | 清倉 |
| Meeder Advisory Services, Inc. | 0 | $0 | 0.00% | −12,377−100.0% | 清倉 |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −3,805−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,740−100.0% | 清倉 |
| Quent Capital, LLC | 0 | $0 | 0.00% | −2,726−100.0% | 清倉 |
| PEAK6 LLC | 0 | $0 | 0.00% | −1,419−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −363−100.0% | 清倉 |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −233−100.0% | 清倉 |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −165−100.0% | 清倉 |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −163−100.0% | 清倉 |
| MPWM Advisory Solutions, LLC | 0 | $0 | 0.00% | −82−100.0% | 清倉 |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −69−100.0% | 清倉 |
| Aventura Private Wealth, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Financial Harvest, LLC | 0 | $0 | 0.00% | −180,898−100.0% | 清倉 |
| Marcum Wealth, LLC | – | – | – | – | 本季未申報 |
| Glenmede Trust Co NA | – | – | – | – | 本季未申報 |
