| JFS Wealth Advisors, LLC | 27 | $3,861 | 0.00% | −10−27.0% | 減碼 |
| ZRC Wealth Management, LLC | 27 | $3,861 | 0.00% | +27 | 新進 |
| Millstone Evans Group, LLC | 27 | $3,860 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 25 | $3,575 | 0.00% | 00.0% | 不變 |
| Basepoint Wealth LLC | 20 | $2,859 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 20 | $2,859 | 0.00% | +14+233.3% | 加碼 |
| Sunrise Financial Services, LLC | 19 | $2,716 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, National Association | 18 | $2,573 | 0.00% | +8+80.0% | 加碼 |
| Bell Investment Advisors, Inc | 17 | $2,431 | 0.00% | 00.0% | 不變 |
| Rialto Wealth Management, LLC | 17 | $2,431 | 0.00% | +11+183.3% | 加碼 |
| Webster Bank, N. A. | 17 | $2,430 | 0.00% | 00.0% | 不變 |
| First Horizon Corp | 16 | $2,288 | 0.00% | 00.0% | 不變 |
| Signature Equity Partners, LLC | 16 | $2,288 | 0.00% | 00.0% | 不變 |
| Sachetta, LLC | 16 | $2,288 | 0.00% | +16 | 新進 |
| Bogart Wealth, LLC | 15 | $2,145 | 0.00% | +4+36.4% | 加碼 |
| HM Payson & Co | 14 | $2,002 | 0.00% | 00.0% | 不變 |
| Grove Bank & Trust | 14 | $2,002 | 0.00% | +14 | 新進 |
| CX Institutional | 15 | $2,000 | 0.00% | 00.0% | 不變 |
| Torren Management, LLC | 12 | $1,653 | 0.00% | −187−94.0% | 減碼 |
| Clearstead Advisors, LLC | 10 | $1,430 | 0.00% | −167−94.4% | 減碼 |
| Albion Financial Group | 10 | $1,430 | 0.00% | +10 | 新進 |
| Spire Wealth Management | 9 | $1,287 | 0.00% | 00.0% | 不變 |
| Bare Financial Services, Inc | 9 | $1,287 | 0.00% | 00.0% | 不變 |
| Wall Street Financial Group, Inc. | 9 | $1,287 | 0.00% | +9 | 新進 |
| Cromwell Holdings LLC | 8 | $1,144 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 7 | $1,001 | 0.00% | +2+40.0% | 加碼 |
| JDM Financial Group LLC | 7 | $1,001 | 0.00% | +7 | 新進 |
| Avion Wealth | 12 | $1,000 | 0.00% | 00.0% | 不變 |
| Bay Harbor Wealth Management, LLC | 7 | $1,000 | 0.00% | +2+40.0% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $858 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 6 | $858 | 0.00% | 00.0% | 不變 |
| Whipplewood Advisors, LLC | 5 | $715 | 0.00% | +5 | 新進 |
| True Wealth Design, LLC | 4 | $572 | 0.00% | −6−60.0% | 減碼 |
| DiNuzzo Private Wealth, Inc. | 4 | $572 | 0.00% | 00.0% | 不變 |
| Bayforest Capital Ltd | 4 | $572 | 0.00% | 00.0% | 不變 |
| Hughes Financial Services, LLC | 4 | $572 | 0.00% | +2+100.0% | 加碼 |
| Vermillion Wealth Management, Inc. | 4 | $572 | 0.00% | +4 | 新進 |
| Westfuller Advisors, LLC | 4 | $550 | 0.00% | −4−50.0% | 減碼 |
| Rosenberg Matthew Hamilton | 3 | $429 | 0.00% | 00.0% | 不變 |
| HFM Investment Advisors, LLC | 3 | $429 | 0.00% | 00.0% | 不變 |
| Kilter Group LLC | 2 | $286 | 0.00% | +2 | 新進 |
| TopTier Wealth Management, LLC | 2 | $286 | 0.00% | +2 | 新進 |
| Transamerica Financial Advisors, Inc. | 2 | $285 | 0.00% | 00.0% | 不變 |
| Dunhill Financial, LLC | 1 | $174 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 1 | $147 | 0.00% | +1 | 新進 |
| Caitong International Asset Management Co., Ltd | 1 | $143 | 0.00% | −512−99.8% | 減碼 |
| Valued Wealth Advisors LLC | 1 | $143 | 0.00% | 00.0% | 不變 |
| American Capital Advisory, LLC | 1 | $143 | 0.00% | 00.0% | 不變 |
| Activest Wealth Management | 1 | $143 | 0.00% | +1 | 新進 |
| Curio Wealth, LLC | 1 | $143 | 0.00% | +1 | 新進 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −513,900−100.0% | 清倉 |
| Capital International Investors | 0 | $0 | 0.00% | −406,728−100.0% | 清倉 |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −206,923−100.0% | 清倉 |
| Beck Bode, LLC | 0 | $0 | 0.00% | −160,150−100.0% | 清倉 |
| Burkehill Global Management, LP | 0 | $0 | 0.00% | −100,000−100.0% | 清倉 |
| NEOS Investment Management LLC | 0 | $0 | 0.00% | −79,408−100.0% | 清倉 |
| Jain Global LLC | 0 | $0 | 0.00% | −72,816−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −41,100−100.0% | 清倉 |
| F/M Investments LLC | 0 | $0 | 0.00% | −40,323−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −37,769−100.0% | 清倉 |
| Vennlight Capital Management, LP | 0 | $0 | 0.00% | −30,100−100.0% | 清倉 |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Boston Partners | 0 | $0 | 0.00% | −19,111−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −14,157−100.0% | 清倉 |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −13,637−100.0% | 清倉 |
| Quest Partners LLC | 0 | $0 | 0.00% | −6,077−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −5,737−100.0% | 清倉 |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −4,949−100.0% | 清倉 |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −4,815−100.0% | 清倉 |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −4,762−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −3,999−100.0% | 清倉 |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −3,558−100.0% | 清倉 |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −2,888−100.0% | 清倉 |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −2,734−100.0% | 清倉 |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −2,582−100.0% | 清倉 |
| Heritage Family Offices, LLP | 0 | $0 | 0.00% | −2,060−100.0% | 清倉 |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −2,043−100.0% | 清倉 |
| Longboard Asset Management, LP | 0 | $0 | 0.00% | −1,949−100.0% | 清倉 |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −1,913−100.0% | 清倉 |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −1,885−100.0% | 清倉 |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −1,783−100.0% | 清倉 |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −1,635−100.0% | 清倉 |
| Bokf, NA | 0 | $0 | 0.00% | −432−100.0% | 清倉 |
| Estate Planners Group, LLC | 0 | $0 | 0.00% | −154−100.0% | 清倉 |
| Maseco LLP | 0 | $0 | 0.00% | −56−100.0% | 清倉 |
| CBIZ Investment Advisory Services, LLC | 0 | $0 | 0.00% | −44−100.0% | 清倉 |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −42−100.0% | 清倉 |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −41−100.0% | 清倉 |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −35−100.0% | 清倉 |
| Turning Point Benefit Group, Inc. | 0 | $0 | 0.00% | −35−100.0% | 清倉 |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −26−100.0% | 清倉 |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −23−100.0% | 清倉 |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Gould Capital, LLC | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| ROSS\JOHNSON & Associates LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Nemes Rush Group LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Truvestments Capital LLC | 0 | $0 | 0.00% | 0 | 清倉 |
| Vanguard Group Inc | – | – | – | – | 本季未申報 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |