| Godsey & Gibb Associates | 1,045 | $2.97 萬 | 0.00% | −950−47.6% | 減碼 |
| Principal Securities, Inc. | 923 | $2.63 萬 | 0.00% | −185−16.7% | 減碼 |
| Centerpoint Advisors, LLC | 759 | $2.20 萬 | 0.01% | 00.0% | 不變 |
| Rise Advisors, LLC | 726 | $2.07 萬 | 0.01% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 702 | $2.00 萬 | 0.00% | +664+1,747.4% | 加碼 |
| WPG Advisers, LLC | 685 | $1.95 萬 | 0.02% | +3+0.4% | 加碼 |
| Retirement Wealth Solutions LLC | 653 | $1.86 萬 | 0.01% | +1+0.2% | 加碼 |
| Versant Capital Management, Inc | 593 | $1.69 萬 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 568 | $1.62 萬 | 0.00% | +551+3,241.2% | 加碼 |
| CIBC Private Wealth Group, LLC | 487 | $1.39 萬 | 0.00% | +3+0.6% | 加碼 |
| Bayforest Capital Ltd | 484 | $1.38 萬 | 0.01% | −9,511−95.2% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 461 | $1.31 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 424 | $1.21 萬 | 0.00% | +72+20.5% | 加碼 |
| Ronald Blue Trust, Inc. | 402 | $1.14 萬 | 0.00% | −580−59.1% | 減碼 |
| Rothschild Investment LLC | 375 | $1.07 萬 | 0.00% | +70+23.0% | 加碼 |
| Hemington Wealth Management | 378 | $1.00 萬 | 0.00% | +20+5.6% | 加碼 |
| Covestor Ltd | 352 | $1.00 萬 | 0.01% | −1−0.3% | 減碼 |
| Key Financial Inc | 342 | $9,733 | 0.00% | 00.0% | 不變 |
| Private Wealth Management Group, LLC | 309 | $8,795 | 0.00% | 00.0% | 不變 |
| Atticus Wealth Management, LLC | 200 | $5,692 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 183 | $5,208 | 0.00% | +183 | 新進 |
| Whipplewood Advisors, LLC | 172 | $4,895 | 0.00% | +168+4,200.0% | 加碼 |
| Brown Brothers Harriman & Co | 152 | $4,326 | 0.00% | +152 | 新進 |
| Farmers & Merchants Investments Inc | 151 | $4,297 | 0.00% | +12+8.6% | 加碼 |
| TD Private Client Wealth LLC | 138 | $3,927 | 0.00% | −29−17.4% | 減碼 |
| Evergreen Private Wealth LLC | 124 | $3,529 | 0.00% | +124 | 新進 |
| Global Retirement Partners, LLC | 81 | $2,305 | 0.00% | +81 | 新進 |
| True Wealth Design, LLC | 76 | $2,163 | 0.00% | 00.0% | 不變 |
| S&T Bank | 73 | $2,078 | 0.00% | +73 | 新進 |
| Bryn Mawr Trust Co | 72 | $2,049 | 0.00% | 00.0% | 不變 |
| Twin Peaks Wealth Advisors, LLC | 70 | $2,003 | 0.00% | +70 | 新進 |
| Farther Finance Advisors, LLC | 67 | $1,907 | 0.00% | +6+9.8% | 加碼 |
| LRI Investments, LLC | 63 | $1,793 | 0.00% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 58 | $1,651 | 0.00% | +58 | 新進 |
| JFS Wealth Advisors, LLC | 53 | $1,509 | 0.00% | −95−64.2% | 減碼 |
| Sierra Ocean, LLC | 49 | $1,395 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 45 | $1,281 | 0.00% | −254−84.9% | 減碼 |
| Transce3nd, LLC | 39 | $1,110 | 0.00% | 00.0% | 不變 |
| DiNuzzo Private Wealth, Inc. | 37 | $1,054 | 0.00% | −4−9.8% | 減碼 |
| Picton Mahoney Asset Management | 42 | $1,000 | 0.00% | 00.0% | 不變 |
| Sachetta, LLC | 31 | $883 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 26 | $740 | 0.00% | −14−35.0% | 減碼 |
| Massmutual Trust Co FSB | 26 | $740 | 0.00% | +26 | 新進 |
| Harbour Investments, Inc. | 24 | $683 | 0.00% | 00.0% | 不變 |
| Hughes Financial Services, LLC | 20 | $554 | 0.00% | +20 | 新進 |
| AdvisorNet Financial, Inc | 19 | $541 | 0.00% | +19 | 新進 |
| Bruce G. Allen Investments, LLC | 17 | $484 | 0.00% | −2−10.5% | 減碼 |
| Huntington National Bank | 16 | $455 | 0.00% | 00.0% | 不變 |
| Rialto Wealth Management, LLC | 14 | $399 | 0.00% | +14 | 新進 |
| HFM Investment Advisors, LLC | 14 | $398 | 0.00% | +8+133.3% | 加碼 |
| Bay Harbor Wealth Management, LLC | 11 | $313 | 0.00% | +4+57.1% | 加碼 |
| Parkworth Wealth Management, Inc. | 6 | $171 | 0.00% | 00.0% | 不變 |
| American Capital Advisory, LLC | 5 | $143 | 0.00% | +5 | 新進 |
| Larson Financial Group LLC | 3 | $85 | 0.00% | −25−89.3% | 減碼 |
| Avion Wealth | 19 | $0 | 0.00% | +19 | 新進 |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −616,529−100.0% | 清倉 |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −294,256−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −25,267−100.0% | 清倉 |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −22,849−100.0% | 清倉 |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −21,503−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −14,995−100.0% | 清倉 |
| Eisler Capital Management Ltd. | 0 | $0 | 0.00% | −13,232−100.0% | 清倉 |
| M&T Bank Corp | 0 | $0 | 0.00% | −13,207−100.0% | 清倉 |
| Colony Group, LLC | 0 | $0 | 0.00% | −12,604−100.0% | 清倉 |
| United Services Automobile Association | 0 | $0 | 0.00% | −12,125−100.0% | 清倉 |
| Mariner, LLC | 0 | $0 | 0.00% | −9,805−100.0% | 清倉 |
| Truist Financial Corp | 0 | $0 | 0.00% | −9,233−100.0% | 清倉 |
| Jain Global LLC | 0 | $0 | 0.00% | −9,148−100.0% | 清倉 |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −8,330−100.0% | 清倉 |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −7,430−100.0% | 清倉 |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −7,193−100.0% | 清倉 |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −4,681−100.0% | 清倉 |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −4,518−100.0% | 清倉 |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −4,282−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,054−100.0% | 清倉 |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −2,263−100.0% | 清倉 |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −619−100.0% | 清倉 |
| Private Trust Co NA | 0 | $0 | 0.00% | −381−100.0% | 清倉 |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −226−100.0% | 清倉 |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −45−100.0% | 清倉 |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −35−100.0% | 清倉 |
| MPWM Advisory Solutions, LLC | 0 | $0 | 0.00% | −31−100.0% | 清倉 |
| Amundi | 0 | $0 | 0.00% | −31−100.0% | 清倉 |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Greenline Partners, LLC | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Credit Agricole S A | – | – | – | – | 本季未申報 |
| Sabal Trust CO | – | – | – | – | 本季未申報 |
| Sofos Investments, Inc. | – | – | – | – | 本季未申報 |
