| Cherry Tree Wealth Management, LLC | 37 | $7,857 | 0.00% | +37 | 新進 |
| Colonial Trust Advisors | 35 | $7,534 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 31 | $6,674 | 0.00% | −4−11.4% | 減碼 |
| Prestige Wealth Management Group LLC | 30 | $6,458 | 0.00% | +6+25.0% | 加碼 |
| Marquette Asset Management, LLC | 27 | $5,813 | 0.00% | +27 | 新進 |
| Hall Laurie J Trustee | 22 | $5,000 | 0.00% | −23−51.1% | 減碼 |
| Front Row Advisors LLC | 23 | $5,000 | 0.00% | +23 | 新進 |
| BerganKDV Wealth Management, LLC | 23 | $4,951 | 0.00% | −19−45.2% | 減碼 |
| Red Tortoise LLC | 20 | $4,305 | 0.00% | 00.0% | 不變 |
| MV Capital Management, Inc. | 18 | $3,875 | 0.00% | +9+100.0% | 加碼 |
| Delta Asset Management LLC | 15 | $3,229 | 0.00% | −15−50.0% | 減碼 |
| Global Financial Private Client, LLC | 15 | $3,192 | 0.00% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 14 | $3,014 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 14 | $3,014 | 0.00% | +5+55.6% | 加碼 |
| Harbour Investments, Inc. | 13 | $2,798 | 0.00% | −93−87.7% | 減碼 |
| WealthPLAN Partners, LLC | 13 | $2,798 | 0.00% | +13 | 新進 |
| AdvisorNet Financial, Inc | 11 | $2,368 | 0.00% | −2−15.4% | 減碼 |
| Zions Bancorporation, N.A. | 11 | $2,368 | 0.00% | +2+22.2% | 加碼 |
| Gradient Investments LLC | 11 | $2,368 | 0.00% | +11 | 新進 |
| Capital Advisors, Ltd. LLC | 7 | $2,000 | 0.00% | −29−80.6% | 減碼 |
| Asset Dedication, LLC | 10 | $2,000 | 0.00% | 00.0% | 不變 |
| KB Financial Partners, LLC | 9 | $2,000 | 0.00% | 00.0% | 不變 |
| SkyView Investment Advisors, LLC | 8 | $2,000 | 0.00% | +2+33.3% | 加碼 |
| Assetmark, Inc | 9 | $1,937 | 0.00% | 00.0% | 不變 |
| Impact Partnership Wealth, LLC | 9 | $1,937 | 0.00% | +9 | 新進 |
| Disciplined Investments, LLC | 8 | $1,722 | 0.00% | −1−11.1% | 減碼 |
| Concord Wealth Partners | 8 | $1,722 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 7 | $1,508 | 0.00% | −5−41.7% | 減碼 |
| Jackson, Grant Investment Advisers, Inc. | 7 | $1,507 | 0.00% | 00.0% | 不變 |
| Longfellow Investment Management Co LLC | 6 | $1,292 | 0.00% | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 5 | $1,068 | 0.00% | +5 | 新進 |
| Financial Management Professionals, Inc. | 5 | $1,000 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 4 | $862 | 0.00% | −1−20.0% | 減碼 |
| Cornerstone Planning Group LLC | 4 | $861 | 0.00% | +4 | 新進 |
| Baker Avenue Asset Management, LP | 2 | $431 | 0.00% | −57−96.6% | 減碼 |
| True Wealth Design, LLC | 2 | $431 | 0.00% | 00.0% | 不變 |
| Crewe Advisors LLC | 2 | $431 | 0.00% | +2 | 新進 |
| Nemes Rush Group LLC | 2 | $431 | 0.00% | +2 | 新進 |
| Tfo-TDC, LLC | 1 | $215 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 668 | $0 | 0.00% | +668 | 新進 |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −42,700−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −23,759−100.0% | 清倉 |
| Eastern Bank | 0 | $0 | 0.00% | −11,173−100.0% | 清倉 |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −10,615−100.0% | 清倉 |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −10,402−100.0% | 清倉 |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −6,799−100.0% | 清倉 |
| Westpac Banking Corp | 0 | $0 | 0.00% | −6,301−100.0% | 清倉 |
| Hanlon Investment Management, Inc. | 0 | $0 | 0.00% | −5,396−100.0% | 清倉 |
| Jade Capital Advisors, LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3,425−100.0% | 清倉 |
| Diametric Capital, LP | 0 | $0 | 0.00% | −2,918−100.0% | 清倉 |
| Baader Bank INC | 0 | $0 | 0.00% | −2,810−100.0% | 清倉 |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −2,562−100.0% | 清倉 |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −2,459−100.0% | 清倉 |
| JSF Financial, LLC | 0 | $0 | 0.00% | −2,424−100.0% | 清倉 |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −2,325−100.0% | 清倉 |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −1,964−100.0% | 清倉 |
| Maverick Capital Ltd大師Maverick 資本 | 0 | $0 | 0.00% | −1,948−100.0% | 清倉 |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −1,754−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,639−100.0% | 清倉 |
| Cowa, LLC | 0 | $0 | 0.00% | −1,415−100.0% | 清倉 |
| Fort, L.P. | 0 | $0 | 0.00% | −1,216−100.0% | 清倉 |
| American Trust | 0 | $0 | 0.00% | −1,170−100.0% | 清倉 |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −1,095−100.0% | 清倉 |
| Qtron Investments LLC | 0 | $0 | 0.00% | −1,004−100.0% | 清倉 |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −975−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −962−100.0% | 清倉 |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −952−100.0% | 清倉 |
| Harvey Capital Management Inc | 0 | $0 | 0.00% | −950−100.0% | 清倉 |
| Stokes Family Office, LLC | 0 | $0 | 0.00% | −937−100.0% | 清倉 |
| Cigna Investments Inc | 0 | $0 | 0.00% | −906−100.0% | 清倉 |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −888−100.0% | 清倉 |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −879−100.0% | 清倉 |
| PFG Investments, LLC | 0 | $0 | 0.00% | −875−100.0% | 清倉 |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −871−100.0% | 清倉 |
| Vantage Consulting Group Inc | 0 | $0 | 0.00% | −868−100.0% | 清倉 |
| Syntax Advisors, LLC | 0 | $0 | 0.00% | −868−100.0% | 清倉 |
| Cadent Capital Advisors, LLC | 0 | $0 | 0.00% | −867−100.0% | 清倉 |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −413−100.0% | 清倉 |
| Tobam | 0 | $0 | 0.00% | −257−100.0% | 清倉 |
| Trust Co of Vermont | 0 | $0 | 0.00% | −82−100.0% | 清倉 |
| Ellevest, Inc. | 0 | $0 | 0.00% | −66−100.0% | 清倉 |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −44−100.0% | 清倉 |
| Schubert & Co | 0 | $0 | 0.00% | −37−100.0% | 清倉 |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −33−100.0% | 清倉 |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| Morgan Dempsey Capital Management LLC | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| Goodman Advisory Group, LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| TFC Financial Management | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Cerity Partners LLC | 0 | $0 | 0.00% | −813−100.0% | 清倉 |
| Cooper Investors Pty Ltd | – | – | – | – | 本季未申報 |
| Kula Investments, LLC | – | – | – | – | 本季未申報 |
| Ahrens Investment Partners LLC | – | – | – | – | 本季未申報 |
