| Cornerstone Planning Group LLC | 205 | $6,369 | 0.00% | 00.0% | 不變 |
| Independence Bank of Kentucky | 206 | $6,345 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, National Association | 205 | $6,314 | 0.00% | −17−7.7% | 減碼 |
| Caldwell Trust Co | 205 | $6,314 | 0.00% | 00.0% | 不變 |
| YANKCOM Partnership | 204 | $6,283 | 0.00% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 201 | $6,191 | 0.00% | −995−83.2% | 減碼 |
| SJS Investment Consulting Inc. | 200 | $6,160 | 0.00% | 00.0% | 不變 |
| GW&K Investment Management, LLC | 200 | $6,000 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 183 | $5,642 | 0.00% | 00.0% | 不變 |
| Redmont Wealth Advisors LLC | 174 | $5,359 | 0.01% | 00.0% | 不變 |
| Bare Financial Services, Inc | 158 | $4,867 | 0.00% | +103+187.3% | 加碼 |
| AdvisorNet Financial, Inc | 156 | $4,805 | 0.00% | 00.0% | 不變 |
| Steigerwald, Gordon & Koch Inc. | 143 | $4,404 | 0.00% | +143 | 新進 |
| Kozak & Associates, Inc. | 143 | $4,147 | 0.00% | +143 | 新進 |
| Federated Hermes, Inc. | 131 | $4,035 | 0.00% | 00.0% | 不變 |
| Country Trust Bank | 131 | $4,035 | 0.00% | +131 | 新進 |
| Medallion Wealth Advisors, LLC | 125 | $3,850 | 0.00% | 00.0% | 不變 |
| Halbert Hargrove Global Advisors, LLC | 123 | $3,789 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 118 | $3,634 | 0.00% | −317−72.9% | 減碼 |
| Clear Street Markets LLC | 109 | $3,357 | 0.00% | +100+1,111.1% | 加碼 |
| Brown Brothers Harriman & Co | 104 | $3,203 | 0.00% | −1−1.0% | 減碼 |
| AllSquare Wealth Management LLC | 100 | $3,080 | 0.00% | 00.0% | 不變 |
| Financial Perspectives, Inc | 100 | $3,080 | 0.00% | 00.0% | 不變 |
| CNB Bank | 100 | $3,080 | 0.00% | +100 | 新進 |
| North Star Investment Management Corp. | 97 | $2,988 | 0.00% | 00.0% | 不變 |
| Abich Financial Wealth Management LLC | 97 | $2,988 | 0.00% | +97 | 新進 |
| Colonial Trust Co | 92 | $2,924 | 0.00% | +92 | 新進 |
| Huntington National Bank | 94 | $2,895 | 0.00% | −89−48.6% | 減碼 |
| TD Private Client Wealth LLC | 92 | $2,834 | 0.00% | +8+9.5% | 加碼 |
| Wealthspire Advisors, LLC | 84 | $2,587 | 0.00% | +84 | 新進 |
| Retirement Wealth Solutions LLC | 83 | $2,557 | 0.00% | +83 | 新進 |
| Creative Financial Designs Inc | 82 | $2,539 | 0.00% | +42+105.0% | 加碼 |
| Curat Global, LLC | 75 | $2,310 | 0.00% | 00.0% | 不變 |
| Strategic Advocates LLC | 75 | $2,310 | 0.00% | +75 | 新進 |
| Principia Wealth Advisory, LLC | 73 | $2,248 | 0.00% | +46+170.4% | 加碼 |
| Darwin Advisors, LLC | 68 | $2,104 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 68 | $2,094 | 0.00% | +32+88.9% | 加碼 |
| Salem Investment Counselors Inc | 64 | $2,018 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 65 | $2,002 | 0.00% | 00.0% | 不變 |
| Navigoe, LLC | 74 | $2,000 | 0.00% | +74 | 新進 |
| Caldwell Sutter Capital, Inc. | 43 | $1,324 | 0.00% | 00.0% | 不變 |
| SWAN Capital LLC | 42 | $1,294 | 0.00% | −42−50.0% | 減碼 |
| Hemington Wealth Management | 38 | $1,000 | 0.00% | +38 | 新進 |
| Abound Wealth Management | 17 | $524 | 0.00% | 00.0% | 不變 |
| St Germain D J Co Inc | 16 | $493 | 0.00% | +16 | 新進 |
| Evolution Wealth Management Inc. | 16 | $493 | 0.00% | +16 | 新進 |
| American Capital Advisory, LLC | 16 | $493 | 0.00% | +16 | 新進 |
| Central Trust Co | 13 | $401 | 0.00% | +13 | 新進 |
| Vermillion & White Wealth Management Group, LLC | 13 | $400 | 0.00% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 10 | $308 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 10 | $308 | 0.00% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $308 | 0.00% | 00.0% | 不變 |
| Turning Point Benefit Group, Inc. | 10 | $308 | 0.00% | +10 | 新進 |
| Bear Mountain Capital, Inc. | 7 | $219 | 0.00% | +7 | 新進 |
| Robinswood Financial LLC | 6 | $184 | 0.00% | 00.0% | 不變 |
| Golden State Wealth Management, LLC | 1 | $39 | 0.00% | 00.0% | 不變 |
| Smithfield Trust Co | 1 | $0 | 0.00% | 00.0% | 不變 |
| Aft, Forsyth & Company, Inc. | 1,273 | – | – | 00.0% | 不變 |
| XY Capital Ltd | 0 | $0 | 0.00% | −168,898−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −131,446−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −125,302−100.0% | 清倉 |
| Abc Arbitrage SA | 0 | $0 | 0.00% | −99,314−100.0% | 清倉 |
| Dodge & Cox | 0 | $0 | 0.00% | −78,950−100.0% | 清倉 |
| Allen Wealth Management, LLC | 0 | $0 | 0.00% | −57,695−100.0% | 清倉 |
| GTS Securities LLC | 0 | $0 | 0.00% | −52,370−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −48,540−100.0% | 清倉 |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −19,171−100.0% | 清倉 |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −17,889−100.0% | 清倉 |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −12,456−100.0% | 清倉 |
| True North Advisors, LLC | 0 | $0 | 0.00% | −12,359−100.0% | 清倉 |
| Kiley Juergens Wealth Management, LLC | 0 | $0 | 0.00% | −10,840−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −10,596−100.0% | 清倉 |
| PEAK6 LLC | 0 | $0 | 0.00% | −10,588−100.0% | 清倉 |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −7,373−100.0% | 清倉 |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −7,344−100.0% | 清倉 |
| Manske Wealth Management | 0 | $0 | 0.00% | −7,197−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −6,941−100.0% | 清倉 |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −2,487−100.0% | 清倉 |
| AXA S.A. | 0 | $0 | 0.00% | −1,382−100.0% | 清倉 |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −1,309−100.0% | 清倉 |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −1,065−100.0% | 清倉 |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −900−100.0% | 清倉 |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −649−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −474−100.0% | 清倉 |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −401−100.0% | 清倉 |
| Whittier Trust Co | 0 | $0 | 0.00% | −388−100.0% | 清倉 |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −302−100.0% | 清倉 |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −166−100.0% | 清倉 |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −145−100.0% | 清倉 |
| S&T Bank | 0 | $0 | 0.00% | −71−100.0% | 清倉 |
| Hoey Investments, Inc | 0 | $0 | 0.00% | −37−100.0% | 清倉 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −35−100.0% | 清倉 |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −22−100.0% | 清倉 |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Maseco LLP | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Congress Wealth Management LLC | – | – | – | – | 本季未申報 |
| Avantax Advisory Services, Inc. | – | – | – | – | 本季未申報 |
| Atlas Capital Advisors LLC | – | – | – | – | 本季未申報 |