| Clearstead Advisors, LLC | 95 | $6,062 | 0.00% | −174−64.7% | 減碼 |
| Farmers & Merchants Investments Inc | 95 | $6,062 | 0.00% | +43+82.7% | 加碼 |
| Tidemark, LLC | 92 | $5,871 | 0.00% | +92 | 新進 |
| Sierra Ocean, LLC | 86 | $5,488 | 0.00% | 00.0% | 不變 |
| Mark Sheptoff Financial Planning, LLC | 85 | $5,424 | 0.00% | 00.0% | 不變 |
| Hemington Wealth Management | 82 | $5,000 | 0.00% | +27+49.1% | 加碼 |
| TD Private Client Wealth LLC | 76 | $4,850 | 0.00% | −258−77.2% | 減碼 |
| Federation des caisses Desjardins du Quebec | 75 | $4,786 | 0.00% | +75 | 新進 |
| Armstrong Advisory Group, Inc | 100 | $4,781 | 0.00% | 00.0% | 不變 |
| Vermillion & White Wealth Management Group, LLC | 74 | $4,722 | 0.00% | +74 | 新進 |
| Private Wealth Management Group, LLC | 73 | $4,659 | 0.00% | 00.0% | 不變 |
| Concord Wealth Partners | 66 | $4,211 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 65 | $4,148 | 0.00% | −15−18.8% | 減碼 |
| American National Bank | 56 | $3,573 | 0.00% | +56 | 新進 |
| Cherry Tree Wealth Management, LLC | 52 | $3,319 | 0.00% | +52 | 新進 |
| Ronald Blue Trust, Inc. | 46 | $2,935 | 0.00% | +46 | 新進 |
| Bayforest Capital Ltd | 46 | $2,935 | 0.00% | +46 | 新進 |
| Eastern Bank | 44 | $2,808 | 0.00% | +44 | 新進 |
| LRI Investments, LLC | 42 | $2,680 | 0.00% | 00.0% | 不變 |
| Stephens Consulting, LLC | 35 | $2,234 | 0.00% | +35 | 新進 |
| Carolinas Wealth Consulting LLC | 31 | $1,956 | 0.00% | +3+10.7% | 加碼 |
| HighMark Wealth Management LLC | 30 | $1,914 | 0.00% | 00.0% | 不變 |
| Financial Network Wealth Advisors LLC | 29 | $1,850 | 0.00% | 00.0% | 不變 |
| Provenance Wealth Advisors, LLC | 25 | $1,595 | 0.00% | 00.0% | 不變 |
| Montag A & Associates Inc | 24 | $1,534 | 0.00% | 00.0% | 不變 |
| Transce3nd, LLC | 21 | $1,340 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 20 | $1,277 | 0.00% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 21 | $1,227 | 0.00% | +13+162.5% | 加碼 |
| Global Financial Private Client, LLC | 19 | $1,212 | 0.00% | +14+280.0% | 加碼 |
| Picton Mahoney Asset Management | 19 | $1,000 | 0.00% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 12 | $1,000 | 0.00% | 00.0% | 不變 |
| DiNuzzo Private Wealth, Inc. | 15 | $958 | 0.00% | +2+15.4% | 加碼 |
| Prestige Wealth Management Group LLC | 14 | $894 | 0.00% | 00.0% | 不變 |
| Rakuten Securities, Inc. | 13 | $830 | 0.00% | −62−82.7% | 減碼 |
| Bruce G. Allen Investments, LLC | 11 | $702 | 0.00% | +2+22.2% | 加碼 |
| UMA Financial Services, Inc. | 10 | $639 | 0.00% | +10 | 新進 |
| Bare Financial Services, Inc | 10 | $638 | 0.00% | +10 | 新進 |
| Hughes Financial Services, LLC | 10 | $619 | 0.00% | +10 | 新進 |
| South State Corp. | 9 | $575 | 0.00% | +9 | 新進 |
| Motco | 9 | $574 | 0.00% | +9 | 新進 |
| Larson Financial Group LLC | 7 | $447 | 0.00% | +5+250.0% | 加碼 |
| Highline Wealth Partners LLC | 6 | $383 | 0.00% | +6 | 新進 |
| Garde Capital, Inc. | 5 | $320 | 0.00% | +5 | 新進 |
| Toronto Dominion Bank | 4 | $266 | 0.00% | +2+100.0% | 加碼 |
| Parkworth Wealth Management, Inc. | 4 | $255 | 0.00% | +2+100.0% | 加碼 |
| HFM Investment Advisors, LLC | 3 | $192 | 0.00% | +3 | 新進 |
| Bay Harbor Wealth Management, LLC | 3 | $191 | 0.00% | +3 | 新進 |
| Principia Wealth Advisory, LLC | 3 | $182 | 0.00% | 00.0% | 不變 |
| MV Capital Management, Inc. | 2 | $128 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 2 | $128 | 0.00% | +2 | 新進 |
| Proequities, Inc. | 0 | $0 | 0.00% | −897−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −245,750−100.0% | 清倉 |
| Aviva PLC | 0 | $0 | 0.00% | −137,413−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −135,873−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −84,832−100.0% | 清倉 |
| West Coast Financial LLC | 0 | $0 | 0.00% | −68,127−100.0% | 清倉 |
| First Hawaiian Bank | 0 | $0 | 0.00% | −57,550−100.0% | 清倉 |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −35,905−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −35,501−100.0% | 清倉 |
| National Philanthropic Trust | 0 | $0 | 0.00% | −30,000−100.0% | 清倉 |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −29,335−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −23,386−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −18,321−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −16,851−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −15,831−100.0% | 清倉 |
| Caption Management, LLC | 0 | $0 | 0.00% | −13,700−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −13,418−100.0% | 清倉 |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −12,703−100.0% | 清倉 |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −11,395−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −10,224−100.0% | 清倉 |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −10,109−100.0% | 清倉 |
| Vestcor Inc | 0 | $0 | 0.00% | −9,831−100.0% | 清倉 |
| OmniStar Financial Group, Inc. | 0 | $0 | 0.00% | −9,334−100.0% | 清倉 |
| Alhambra Investment Partners LLC | 0 | $0 | 0.00% | −8,398−100.0% | 清倉 |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −8,007−100.0% | 清倉 |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −6,839−100.0% | 清倉 |
| Armis Advisers, LLC | 0 | $0 | 0.00% | −6,177−100.0% | 清倉 |
| Tempus Wealth Planning, LLC | 0 | $0 | 0.00% | −5,538−100.0% | 清倉 |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −4,704−100.0% | 清倉 |
| Diametric Capital, LP | 0 | $0 | 0.00% | −4,548−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −4,396−100.0% | 清倉 |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −22,810−100.0% | 清倉 |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −2,397−100.0% | 清倉 |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −2,224−100.0% | 清倉 |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −1,450−100.0% | 清倉 |
| Painted Porch Advisors LLC | 0 | $0 | 0.00% | −898−100.0% | 清倉 |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −782−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −402−100.0% | 清倉 |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −177−100.0% | 清倉 |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −108−100.0% | 清倉 |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −90−100.0% | 清倉 |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −77−100.0% | 清倉 |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −70−100.0% | 清倉 |
| Bank of Jackson Hole Trust | 0 | $0 | 0.00% | −68−100.0% | 清倉 |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −37−100.0% | 清倉 |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| Cranbrook Wealth Management, LLC | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Capital A Wealth Management, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Nuveen Asset Management, LLC | – | – | – | – | 本季未申報 |
