| Massmutual Trust Co FSB | 142 | $1.13 萬 | 0.00% | −297−67.7% | 減碼 |
| State of Wyoming | 142 | $1.13 萬 | 0.00% | −127−47.2% | 減碼 |
| CoreCap Advisors, LLC | 142 | $1.13 萬 | 0.00% | 00.0% | 不變 |
| Harbor Capital Advisors, Inc. | 142 | $1.10 萬 | 0.00% | +103+264.1% | 加碼 |
| Farther Finance Advisors, LLC | 139 | $1.10 萬 | 0.00% | −113−44.8% | 減碼 |
| Advisor Group Holdings, Inc. | 132 | $1.05 萬 | 0.00% | +67+103.1% | 加碼 |
| Jones Financial Companies LLLP | 116 | $9,261 | 0.00% | +115+11,500.0% | 加碼 |
| Essential Partners LLC | 115 | $9,116 | 0.00% | +44+62.0% | 加碼 |
| Rothschild Investment LLC | 110 | $8,720 | 0.00% | +86+358.3% | 加碼 |
| Umb Bank N A | 103 | $8,165 | 0.00% | +29+39.2% | 加碼 |
| Costello Asset Management, INC | 100 | $7,927 | 0.00% | 00.0% | 不變 |
| Sterling Capital Management LLC | 98 | $7,768 | 0.00% | −5−4.9% | 減碼 |
| Twin Peaks Wealth Advisors, LLC | 97 | $7,689 | 0.00% | +97 | 新進 |
| Whittier Trust Co | 91 | $7,305 | 0.00% | −38−29.5% | 減碼 |
| SRS Capital Advisors, Inc. | 86 | $6,818 | 0.00% | +24+38.7% | 加碼 |
| Root Financial Partners, LLC | 44 | $3,488 | 0.00% | +35+388.9% | 加碼 |
| Salomon & Ludwin, LLC | 43 | $3,406 | 0.00% | −56−56.6% | 減碼 |
| Smithfield Trust Co | 32 | $3,000 | 0.00% | 00.0% | 不變 |
| Private Wealth Management Group, LLC | 35 | $2,775 | 0.00% | −13−27.1% | 減碼 |
| Delta Asset Management LLC | 31 | $2,457 | 0.00% | 00.0% | 不變 |
| Basecamp Wealth Advisors LLC | 30 | $2,378 | 0.00% | +10+50.0% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 18 | $2,371 | 0.00% | −173−90.6% | 減碼 |
| Ancora Advisors, LLC | 29 | $2,299 | 0.00% | −14,910−99.8% | 減碼 |
| Fortis Group Advisors, LLC | 28 | $2,219 | 0.00% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 25 | $1,982 | 0.00% | +9+56.3% | 加碼 |
| SJS Investment Consulting Inc. | 24 | $1,903 | 0.00% | +24 | 新進 |
| Whittier Trust Co of Nevada Inc | 23 | $1,846 | 0.00% | 00.0% | 不變 |
| Wealth Preservation Advisors, LLC | 21 | $1,665 | 0.00% | +21 | 新進 |
| JPL Wealth Management, LLC | 15 | $1,190 | 0.00% | +15 | 新進 |
| SBI Securities Co., Ltd. | 15 | $1,189 | 0.00% | +3+25.0% | 加碼 |
| CVA Family Office, LLC | 13 | $1,031 | 0.00% | +13 | 新進 |
| Farmers & Merchants Investments Inc | 10 | $793 | 0.00% | 00.0% | 不變 |
| Godfrey Financial Associates, Inc. | 10 | $793 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 9 | $713 | 0.00% | +6+200.0% | 加碼 |
| Huntington National Bank | 7 | $555 | 0.00% | −216−96.9% | 減碼 |
| True Wealth Design, LLC | 7 | $555 | 0.00% | +5+250.0% | 加碼 |
| Hughes Financial Services, LLC | 6 | $476 | 0.00% | −5−45.5% | 減碼 |
| Cornerstone Planning Group LLC | 6 | $431 | 0.00% | −5−45.5% | 減碼 |
| Owl Creek Wealth Partners LLC | 5 | $397 | 0.00% | +5 | 新進 |
| Bare Financial Services, Inc | 5 | $396 | 0.00% | −40−88.9% | 減碼 |
| Investors Portfolio Services LLC | 5 | $355 | 0.00% | +5 | 新進 |
| JFS Wealth Advisors, LLC | 3 | $241 | 0.00% | 00.0% | 不變 |
| Trust Co | 3 | $238 | 0.00% | 00.0% | 不變 |
| Keating Financial Advisory Services, Inc. | 3 | $238 | 0.00% | 00.0% | 不變 |
| Vermillion Wealth Management, Inc. | 2 | $159 | 0.00% | +2 | 新進 |
| Abound Wealth Management | 1 | $80 | 0.00% | 00.0% | 不變 |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −413,705−100.0% | 清倉 |
| SG Capital Management LLC | 0 | $0 | 0.00% | −58,980−100.0% | 清倉 |
| EULAV Asset Management | 0 | $0 | 0.00% | −20,800−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −20,243−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −19,000−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −16,690−100.0% | 清倉 |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −16,211−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −16,127−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −5,059−100.0% | 清倉 |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −4,857−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −4,096−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,020−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,784−100.0% | 清倉 |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −2,997−100.0% | 清倉 |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −2,958−100.0% | 清倉 |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −2,430−100.0% | 清倉 |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −2,305−100.0% | 清倉 |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −2,268−100.0% | 清倉 |
| Bank of Montreal | 0 | $0 | 0.00% | −2,215−100.0% | 清倉 |
| Quest Partners LLC | 0 | $0 | 0.00% | −1,318−100.0% | 清倉 |
| Assetmark, Inc | 0 | $0 | 0.00% | −989−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −587−100.0% | 清倉 |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −226−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −216−100.0% | 清倉 |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −197−100.0% | 清倉 |
| First Horizon Corp | 0 | $0 | 0.00% | −120−100.0% | 清倉 |
| Winnow Wealth LLC | 0 | $0 | 0.00% | −115−100.0% | 清倉 |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −84−100.0% | 清倉 |
| Private Trust Co NA | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −35−100.0% | 清倉 |
| Avion Wealth | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −16−100.0% | 清倉 |
| Torren Management, LLC | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Rialto Wealth Management, LLC | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Cornerstone Financial Management LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Ankerstar Wealth, LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Kilter Group LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Gilpin Wealth Management, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Vanguard Group Inc | – | – | – | – | 本季未申報 |
| RK Asset Management, LLC | – | – | – | – | 本季未申報 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
| CIBC Private Wealth Group, LLC | – | – | – | – | 本季未申報 |
