| Ronald Blue Trust, Inc. | 115 | $2.20 萬 | 0.00% | +83+259.4% | 加碼 |
| St Germain D J Co Inc | 97 | $2.09 萬 | 0.00% | −123−55.9% | 減碼 |
| WealthCollab, LLC | 88 | $1.89 萬 | 0.01% | +88 | 新進 |
| EntryPoint Capital, LLC | 86 | $1.85 萬 | 0.02% | +86 | 新進 |
| Altshuler Shaham Ltd | 81 | $1.74 萬 | 0.00% | −33−28.9% | 減碼 |
| Bell Investment Advisors, Inc | 78 | $1.68 萬 | 0.00% | +5+6.8% | 加碼 |
| Plato Investment Management Ltd | 74 | $1.59 萬 | 0.02% | +74 | 新進 |
| Venturi Wealth Management, LLC | 73 | $1.57 萬 | 0.00% | +17+30.4% | 加碼 |
| Allworth Financial LP | 61 | $1.31 萬 | 0.00% | +29+90.6% | 加碼 |
| First Horizon Advisors, Inc. | 60 | $1.29 萬 | 0.00% | −22−26.8% | 減碼 |
| Tyler-Stone Wealth Management | 60 | $1.29 萬 | 0.01% | 00.0% | 不變 |
| REAP Financial Group, LLC | 55 | $1.18 萬 | 0.00% | +55 | 新進 |
| Frazier Financial Advisors, LLC | 54 | $1.16 萬 | 0.01% | +54 | 新進 |
| Rakuten Investment Management, Inc. | 44 | $9,529 | 0.00% | +44 | 新進 |
| Bogart Wealth, LLC | 43 | $9,259 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 39 | $8,397 | 0.00% | +1+2.6% | 加碼 |
| Macroview Investment Management LLC | 33 | $7,106 | 0.01% | +11+50.0% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 34 | $7,000 | 0.00% | +34 | 新進 |
| SOA Wealth Advisors, LLC. | 30 | $6,460 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 28 | $6,029 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 28 | $6,029 | 0.00% | +28 | 新進 |
| JFS Wealth Advisors, LLC | 27 | $5,814 | 0.00% | +1+3.8% | 加碼 |
| Farmers & Merchants Investments Inc | 26 | $5,598 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 24 | $5,168 | 0.00% | 00.0% | 不變 |
| Asset Dedication, LLC | 22 | $5,000 | 0.00% | 00.0% | 不變 |
| Loomis Sayles & Co L P | 24 | $5,000 | 0.00% | +24 | 新進 |
| Atlantic Trust, LLC | 23 | $4,952 | 0.00% | −24−51.1% | 減碼 |
| Versant Capital Management, Inc | 23 | $4,952 | 0.00% | 00.0% | 不變 |
| Institutional & Family Asset Management, LLC | 20 | $4,306 | 0.00% | 00.0% | 不變 |
| Mechanics Financial Corp | 20 | $4,306 | 0.00% | 00.0% | 不變 |
| VisionPoint Advisory Group, LLC | 17 | $3,660 | 0.00% | −9−34.6% | 減碼 |
| Rakuten Securities, Inc. | 16 | $3,445 | 0.00% | +16 | 新進 |
| Private Wealth Management Group, LLC | 15 | $3,230 | 0.00% | +15 | 新進 |
| Abich Financial Wealth Management LLC | 15 | $3,230 | 0.00% | +15 | 新進 |
| M&R Capital Management Inc | 14 | $3,014 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 16 | $3,000 | 0.00% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 13 | $3,000 | 0.00% | +13 | 新進 |
| Clearstead Advisors, LLC | 12 | $2,584 | 0.00% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 12 | $2,584 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 12 | $2,584 | 0.00% | +1+9.1% | 加碼 |
| AdvisorNet Financial, Inc | 12 | $2,584 | 0.00% | +3+33.3% | 加碼 |
| Jones Financial Companies LLLP | 12 | $2,584 | 0.00% | +12 | 新進 |
| Fortitude Family Office, LLC | 12 | $2,584 | 0.00% | +12 | 新進 |
| Oliver Lagore Vanvalin Investment Group | 11 | $2,369 | 0.00% | 00.0% | 不變 |
| Provenance Wealth Advisors, LLC | 11 | $2,369 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $2,153 | 0.00% | −35−77.8% | 減碼 |
| Financial Management Professionals, Inc. | 7 | $2,000 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 7 | $2,000 | 0.00% | −6−46.2% | 減碼 |
| Chilton Capital Management LLC | 7 | $1,508 | 0.00% | +7 | 新進 |
| First Pacific Financial | 7 | $1,508 | 0.00% | +7 | 新進 |
| DiNuzzo Private Wealth, Inc. | 7 | $1,508 | 0.00% | +7 | 新進 |
| Longfellow Investment Management Co LLC | 5 | $1,077 | 0.00% | 00.0% | 不變 |
| RFP Financial Group LLC | 4 | $861 | 0.00% | 00.0% | 不變 |
| Horizon Investments, LLC | 3 | $646 | 0.00% | +1+50.0% | 加碼 |
| Manchester Capital Management LLC | 2 | $431 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 1 | $216 | 0.00% | 00.0% | 不變 |
| Sofos Investments, Inc. | 0 | $4 | 0.00% | 0 | 不變 |
| McClarren Financial Advisors, Inc. | 2 | $0 | 0.00% | 00.0% | 不變 |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −88,600−100.0% | 清倉 |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −75,261−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −36,492−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −22,217−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −17,621−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −6,033−100.0% | 清倉 |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −5,078−100.0% | 清倉 |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −3,979−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −3,220−100.0% | 清倉 |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −3,200−100.0% | 清倉 |
| Nilsine Partners, LLC | 0 | $0 | 0.00% | −2,682−100.0% | 清倉 |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −2,660−100.0% | 清倉 |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −2,603−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −2,487−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −2,255−100.0% | 清倉 |
| AIA Group Ltd | 0 | $0 | 0.00% | −2,174−100.0% | 清倉 |
| SevenOneSeven Capital Management | 0 | $0 | 0.00% | −1,649−100.0% | 清倉 |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −1,656−100.0% | 清倉 |
| Diversified Trust Co | 0 | $0 | 0.00% | −1,525−100.0% | 清倉 |
| Bessemer Securities LLC | 0 | $0 | 0.00% | −1,427−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,193−100.0% | 清倉 |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −1,118−100.0% | 清倉 |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −1,010−100.0% | 清倉 |
| Arlington Partners LLC | 0 | $0 | 0.00% | −122−100.0% | 清倉 |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −122−100.0% | 清倉 |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −107−100.0% | 清倉 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −75−100.0% | 清倉 |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −68−100.0% | 清倉 |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −52−100.0% | 清倉 |
| Earnest Partners LLC | 0 | $0 | 0.00% | −27−100.0% | 清倉 |
| Concord Wealth Partners | 0 | $0 | 0.00% | −22−100.0% | 清倉 |
| Byrne Asset Management LLC | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Baystate Wealth Management LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Virginia Retirement Systems Et Al | – | – | – | – | 本季未申報 |
| First Republic Investment Management, Inc. | – | – | – | – | 本季未申報 |
| Advisor Partners II, LLC | – | – | – | – | 本季未申報 |