| WPG Advisers, LLC | 63 | $1.32 萬 | 0.01% | −18−22.2% | 減碼 |
| Jackson, Grant Investment Advisers, Inc. | 62 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 60 | $1.25 萬 | 0.00% | −21−25.9% | 減碼 |
| Putney Financial Group LLC | 60 | $1.25 萬 | 0.01% | −30−33.3% | 減碼 |
| Massmutual Trust Co FSB | 58 | $1.21 萬 | 0.00% | +17+41.5% | 加碼 |
| Acadian Asset Management LLC | 55 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Twin Peaks Wealth Advisors, LLC | 52 | $1.02 萬 | 0.00% | +52 | 新進 |
| Strategic Investment Solutions, Inc. | 48 | $1.00 萬 | 0.00% | +20+71.4% | 加碼 |
| Bare Financial Services, Inc | 41 | $8,567 | 0.00% | +28+215.4% | 加碼 |
| Jones Financial Companies LLLP | 41 | $8,551 | 0.00% | +9+28.1% | 加碼 |
| Geneos Wealth Management Inc. | 34 | $7,104 | 0.00% | 00.0% | 不變 |
| Bayforest Capital Ltd | 31 | $6,477 | 0.00% | −2,878−98.9% | 減碼 |
| Golden State Wealth Management, LLC | 25 | $5,224 | 0.00% | 00.0% | 不變 |
| Accredited Wealth Management, LLC | 25 | $5,224 | 0.00% | 00.0% | 不變 |
| Hemington Wealth Management | 28 | $5,000 | 0.00% | +2+7.7% | 加碼 |
| True Wealth Design, LLC | 22 | $4,597 | 0.00% | +8+57.1% | 加碼 |
| SBI Securities Co., Ltd. | 20 | $4,179 | 0.00% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 20 | $4,179 | 0.00% | 00.0% | 不變 |
| Binnacle Investments Inc | 19 | $3,970 | 0.00% | 00.0% | 不變 |
| Skopos Labs, Inc. | 18 | $3,762 | 0.00% | −1−5.3% | 減碼 |
| Tortoise Investment Management, LLC | 18 | $3,761 | 0.00% | +18 | 新進 |
| AllSquare Wealth Management LLC | 17 | $3,552 | 0.00% | 00.0% | 不變 |
| IAG Wealth Partners, LLC | 17 | $3,552 | 0.00% | 00.0% | 不變 |
| Bruce G. Allen Investments, LLC | 16 | $3,343 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 16 | $3,343 | 0.00% | +16 | 新進 |
| JFS Wealth Advisors, LLC | 15 | $3,135 | 0.00% | −2−11.8% | 減碼 |
| Caldwell Sutter Capital, Inc. | 15 | $3,134 | 0.00% | 00.0% | 不變 |
| Hughes Financial Services, LLC | 14 | $2,845 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 13 | $2,716 | 0.00% | +12+1,200.0% | 加碼 |
| Parkside Financial Bank & Trust | 12 | $2,508 | 0.00% | 00.0% | 不變 |
| Sachetta, LLC | 12 | $2,508 | 0.00% | +7+140.0% | 加碼 |
| HighMark Wealth Management LLC | 12 | $2,507 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 11 | $2,298 | 0.00% | −9−45.0% | 減碼 |
| Farmers & Merchants Investments Inc | 11 | $2,298 | 0.00% | −1−8.3% | 減碼 |
| Princeton Global Asset Management LLC | 10 | $2,090 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 10 | $2,090 | 0.00% | +10 | 新進 |
| High Note Wealth, LLC | 10 | $2,090 | 0.00% | +10 | 新進 |
| Larson Financial Group LLC | 9 | $1,881 | 0.00% | +1+12.5% | 加碼 |
| Stephens Consulting, LLC | 8 | $1,672 | 0.00% | +8 | 新進 |
| Private Wealth Management Group, LLC | 7 | $1,463 | 0.00% | 00.0% | 不變 |
| Kilter Group LLC | 7 | $1,463 | 0.00% | +7 | 新進 |
| Whipplewood Advisors, LLC | 5 | $1,045 | 0.00% | −6−54.5% | 減碼 |
| Fortitude Family Office, LLC | 5 | $1,045 | 0.00% | +5 | 新進 |
| Newbridge Financial Services Group, Inc. | 4 | $836 | 0.00% | 00.0% | 不變 |
| DiNuzzo Private Wealth, Inc. | 4 | $836 | 0.00% | +1+33.3% | 加碼 |
| Cromwell Holdings LLC | 4 | $836 | 0.00% | +4 | 新進 |
| Bell Investment Advisors, Inc | 3 | $627 | 0.00% | 00.0% | 不變 |
| Atlantic Trust, LLC | 3 | $627 | 0.00% | +3 | 新進 |
| DecisionPoint Financial, LLC | 3 | $615 | 0.00% | +3 | 新進 |
| Cornerstone Planning Group LLC | 3 | $607 | 0.00% | +3 | 新進 |
| SJS Investment Consulting Inc. | 2 | $418 | 0.00% | −1−33.3% | 減碼 |
| Farther Finance Advisors, LLC | 2 | $418 | 0.00% | 00.0% | 不變 |
| American Capital Advisory, LLC | 2 | $418 | 0.00% | 00.0% | 不變 |
| NewSquare Capital LLC | 2 | $418 | 0.00% | +2 | 新進 |
| Northwestern Mutual Wealth Management Co | 1 | $209 | 0.00% | +1 | 新進 |
| Parkworth Wealth Management, Inc. | 1 | $209 | 0.00% | +1 | 新進 |
| Bay Harbor Wealth Management, LLC | 1 | $208 | 0.00% | +1 | 新進 |
| Dendur Capital LP | 0 | $0 | 0.00% | −32,893−100.0% | 清倉 |
| Cooperman Leon G | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −10,800−100.0% | 清倉 |
| TD Asset Management Inc | 0 | $0 | 0.00% | −10,100−100.0% | 清倉 |
| Barington Capital Group, L.P. | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −9,060−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −6,446−100.0% | 清倉 |
| One68 Global Capital, LLC | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |
| Ofi Invest Asset Management | 0 | $0 | 0.00% | −4,733−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −3,641−100.0% | 清倉 |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −3,100−100.0% | 清倉 |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −3,100−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,955−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −2,284−100.0% | 清倉 |
| Mariner, LLC | 0 | $0 | 0.00% | −1,905−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −1,838−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −1,710−100.0% | 清倉 |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −1,637−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −1,622−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −1,389−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −1,179−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −1,140−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −1,128−100.0% | 清倉 |
| United Services Automobile Association | 0 | $0 | 0.00% | −1,079−100.0% | 清倉 |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −830−100.0% | 清倉 |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −682−100.0% | 清倉 |
| Quent Capital, LLC | 0 | $0 | 0.00% | −472−100.0% | 清倉 |
| Dnca Finance | 0 | $0 | 0.00% | −463−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −264−100.0% | 清倉 |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −252−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −184−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −111−100.0% | 清倉 |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −64−100.0% | 清倉 |
| PFS Partners, LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Atala Financial Inc | 0 | $0 | 0.00% | −34−100.0% | 清倉 |
| Spire Wealth Management | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| TFC Financial Management | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Orion Portfolio Solutions, LLC | – | – | – | – | 本季未申報 |
| Pacific Global Investment Management CO | – | – | – | – | 本季未申報 |
