| Cassady Schiller Wealth Management, LLC | 157 | $3,459 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 153 | $3,371 | 0.00% | +1+0.7% | 加碼 |
| Chilton Capital Management LLC | 150 | $3,305 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 144 | $3,172 | 0.00% | 00.0% | 不變 |
| Coston, McIsaac & Partners | 148 | $3,000 | 0.00% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 133 | $2,930 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 124 | $2,732 | 0.00% | 00.0% | 不變 |
| Central Trust Co | 100 | $2,203 | 0.00% | 00.0% | 不變 |
| Tompkins Financial Corp | 100 | $2,203 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 100 | $2,203 | 0.00% | 00.0% | 不變 |
| Financial Perspectives, Inc | 100 | $2,203 | 0.00% | 00.0% | 不變 |
| Northwest Investment Counselors, LLC | 100 | $2,203 | 0.00% | +100 | 新進 |
| SJS Investment Consulting Inc. | 99 | $2,182 | 0.00% | +33+50.0% | 加碼 |
| Center for Financial Planning, Inc. | 97 | $2,137 | 0.00% | 00.0% | 不變 |
| Sanctuary Wealth Management, L.L.C. | 97 | $2,137 | 0.00% | +97 | 新進 |
| JJJ Advisors Inc. | 92 | $2,027 | 0.00% | +82+820.0% | 加碼 |
| NBC Securities, Inc. | 103 | $2,000 | 0.00% | +103 | 新進 |
| Parkside Financial Bank & Trust | 90 | $1,984 | 0.00% | 00.0% | 不變 |
| CNB Bank | 88 | $1,939 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 75 | $1,652 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 75 | $1,652 | 0.00% | +14+23.0% | 加碼 |
| Pacific Center for Financial Services | 62 | $1,366 | 0.00% | 00.0% | 不變 |
| Red Tortoise LLC | 57 | $1,256 | 0.00% | 00.0% | 不變 |
| Kelly Financial Services LLC | 55 | $1,208 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 50 | $1,102 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 50 | $1,102 | 0.00% | 00.0% | 不變 |
| Trivant Custom Portfolio Group, LLC | 50 | $1,102 | 0.00% | 00.0% | 不變 |
| Gables Capital Management Inc. | 50 | $1,102 | 0.00% | +50 | 新進 |
| Buck Wealth Strategies, LLC | 50 | $1,102 | 0.00% | +50 | 新進 |
| Global Retirement Partners, LLC | 50 | $1,069 | 0.00% | −4−7.4% | 減碼 |
| Toronto Dominion Bank | 48 | $1,057 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 48 | $1,057 | 0.00% | +48 | 新進 |
| Roble, Belko & Company, Inc | 30 | $1,000 | 0.00% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 40 | $882 | 0.00% | 00.0% | 不變 |
| Truvestments Capital LLC | 40 | $881 | 0.00% | +40 | 新進 |
| Hoertkorn Richard Charles | 38 | $837 | 0.00% | 00.0% | 不變 |
| RFP Financial Group LLC | 36 | $793 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 34 | $749 | 0.00% | +4+13.3% | 加碼 |
| Bell Investment Advisors, Inc | 28 | $617 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 24 | $529 | 0.00% | +24 | 新進 |
| Kayne Anderson Rudnick Investment Management LLC | 23 | $507 | 0.00% | +23 | 新進 |
| Spire Wealth Management | 23 | $507 | 0.00% | +23 | 新進 |
| Financial Synergies Wealth Advisors, Inc. | 23 | $504 | 0.00% | +6+35.3% | 加碼 |
| Versant Capital Management, Inc | 20 | $441 | 0.00% | −19−48.7% | 減碼 |
| Kathleen S. Wright Associates Inc. | 18 | $375 | 0.00% | +18 | 新進 |
| Crewe Advisors LLC | 16 | $353 | 0.00% | +6+60.0% | 加碼 |
| Tortoise Investment Management, LLC | 15 | $330 | 0.00% | 00.0% | 不變 |
| Gradient Investments LLC | 13 | $296 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 12 | $264 | 0.00% | −189−94.0% | 減碼 |
| Robbins Farley LLC | 10 | $221 | 0.00% | +5+100.0% | 加碼 |
| Salem Investment Counselors Inc | 10 | $221 | 0.00% | +10 | 新進 |
| Laurel Wealth Advisors LLC | 10 | $221 | 0.00% | +10 | 新進 |
| Manchester Capital Management LLC | 6 | $133 | 0.00% | +6 | 新進 |
| Wolff Wiese Magana LLC | 2 | $45 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 4 | $0 | 0.00% | 00.0% | 不變 |
| Centerpoint Advisors, LLC | 5 | $0 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 19 | $0 | 0.00% | +19 | 新進 |
| Cooper Creek Partners Management LLC | 0 | $0 | 0.00% | −1,481,236−100.0% | 清倉 |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −968,658−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −405,000−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −214,379−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −154,111−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −81,625−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −49,300−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −44,540−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −20,595−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −17,686−100.0% | 清倉 |
| Chicago Trust Co NA | 0 | $0 | 0.00% | −13,116−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −10,989−100.0% | 清倉 |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −10,181−100.0% | 清倉 |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −2,425−100.0% | 清倉 |
| Armstrong Advisory Group, Inc | 0 | $0 | 0.00% | −1,633−100.0% | 清倉 |
| Byrne Asset Management LLC | 0 | $0 | 0.00% | −940−100.0% | 清倉 |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −721−100.0% | 清倉 |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −596−100.0% | 清倉 |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −216−100.0% | 清倉 |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −135−100.0% | 清倉 |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −162−100.0% | 清倉 |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −47−100.0% | 清倉 |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −38−100.0% | 清倉 |
| Pittenger & Anderson Inc | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −16−100.0% | 清倉 |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Pictet Asset Management SA | – | – | – | – | 本季未申報 |
| BDO Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
| First Command Bank | – | – | – | – | 本季未申報 |
| First Command Financial Services, Inc. | – | – | – | – | 本季未申報 |
| Lumature Wealth Partners, LLC | – | – | – | – | 本季未申報 |
