| Rothschild Investment LLC | 3,541 | $3.05 萬 | 0.00% | +3,541 | 新進 |
| JFS Wealth Advisors, LLC | 3,349 | $2.88 萬 | 0.00% | +390+13.2% | 加碼 |
| Parkside Financial Bank & Trust | 3,204 | $2.76 萬 | 0.01% | +897+38.9% | 加碼 |
| Boyd Watterson Asset Management LLC | 2,838 | $2.44 萬 | 0.01% | 00.0% | 不變 |
| Glassman Wealth Services | 2,809 | $2.42 萬 | 0.00% | 00.0% | 不變 |
| Bokf, NA | 2,782 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 2,054 | $1.77 萬 | 0.00% | +2,054 | 新進 |
| HHM Wealth Advisors, LLC | 1,995 | $1.72 萬 | 0.00% | 00.0% | 不變 |
| Macquarie Group Ltd | 1,967 | $1.70 萬 | 0.00% | +8+0.4% | 加碼 |
| FSA Wealth Management LLC | 2,000 | $1.70 萬 | 0.01% | +2,000 | 新進 |
| Pin Oak Investment Advisors Inc | 1,821 | $1.60 萬 | 0.02% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 1,801 | $1.55 萬 | 0.00% | −448−19.9% | 減碼 |
| RFP Financial Group LLC | 1,800 | $1.55 萬 | 0.01% | +1,800 | 新進 |
| FinTrust Capital Advisors, LLC | 1,774 | $1.53 萬 | 0.00% | 00.0% | 不變 |
| Montag A & Associates Inc | 1,420 | $1.22 萬 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 1,300 | $1.12 萬 | 0.00% | +1,300 | 新進 |
| Federation des caisses Desjardins du Quebec | 1,000 | $8,610 | 0.00% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 910 | $7,835 | 0.00% | +306+50.7% | 加碼 |
| Pinnacle Bancorp, Inc. | 857 | $7,379 | 0.00% | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 749 | $6,449 | 0.00% | +749 | 新進 |
| AdvisorNet Financial, Inc | 738 | $6,354 | 0.00% | 00.0% | 不變 |
| Dunhill Financial, LLC | 717 | $6,173 | 0.01% | +717 | 新進 |
| Carolinas Wealth Consulting LLC | 662 | $5,700 | 0.00% | 00.0% | 不變 |
| Glass Jacobson Investment Advisors llc | 650 | $5,597 | 0.00% | +314+93.5% | 加碼 |
| Bruce G. Allen Investments, LLC | 611 | $5,261 | 0.00% | +611 | 新進 |
| Eagle Bay Advisors LLC | 584 | $5,028 | 0.00% | −7,850−93.1% | 減碼 |
| CWM, LLC | 623 | $5,000 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 560 | $4,822 | 0.00% | 00.0% | 不變 |
| CNB Bank | 535 | $4,606 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 514 | $4,426 | 0.00% | +339+193.7% | 加碼 |
| First Horizon Advisors, Inc. | 490 | $4,218 | 0.00% | 00.0% | 不變 |
| Acima Private Wealth, LLC | 478 | $4,116 | 0.00% | −1,759−78.6% | 減碼 |
| Bell Investment Advisors, Inc | 471 | $4,056 | 0.00% | −143−23.3% | 減碼 |
| Sugarloaf Wealth Management, LLC | 448 | $3,857 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 441 | $3,797 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 411 | $3,538 | 0.00% | −350−46.0% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 390 | $3,357 | 0.00% | −10−2.5% | 減碼 |
| Bourgeon Capital Management LLC | 385 | $3,315 | 0.00% | +162+72.6% | 加碼 |
| Gradient Investments LLC | 372 | $3,203 | 0.00% | 00.0% | 不變 |
| DecisionPoint Financial, LLC | 372 | $3,203 | 0.00% | +372 | 新進 |
| Brown Brothers Harriman & Co | 368 | $3,168 | 0.00% | +368 | 新進 |
| Sofos Investments, Inc. | 362 | $3,122 | 0.00% | +170+88.5% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 397 | $3,000 | 0.00% | +5+1.3% | 加碼 |
| Sunbelt Securities, Inc. | 343 | $2,953 | 0.00% | 00.0% | 不變 |
| Provenance Wealth Advisors, LLC | 327 | $2,815 | 0.00% | +1+0.3% | 加碼 |
| Credential Qtrade Securities Inc. | 310 | $2,669 | 0.00% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 302 | $2,600 | 0.00% | +302 | 新進 |
| JJJ Advisors Inc. | 244 | $2,101 | 0.00% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 218 | $1,877 | 0.00% | 00.0% | 不變 |
| Group One Trading, L.P. | 210 | $1,808 | 0.00% | −10,151−98.0% | 減碼 |
| Motco | 192 | $1,653 | 0.00% | 00.0% | 不變 |
| Arlington Trust Co LLC | 185 | $1,593 | 0.00% | −12,682−98.6% | 減碼 |
| LM Advisors LLC | 170 | $1,464 | 0.00% | +170 | 新進 |
| ClariVest Asset Management LLC | 150 | $1,287 | 0.00% | +150 | 新進 |
| CVA Family Office, LLC | 147 | $1,266 | 0.00% | +147 | 新進 |
| Johnson Financial Group, Inc. | 139 | $1,197 | 0.00% | +139 | 新進 |
| Kayne Anderson Rudnick Investment Management LLC | 122 | $1,050 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 169 | $1,000 | 0.00% | 00.0% | 不變 |
| Beaird Harris Wealth Management, LLC | 109 | $939 | 0.00% | +109 | 新進 |
| Frazier Financial Advisors, LLC | 87 | $750 | 0.00% | +87 | 新進 |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −2,346,931−100.0% | 清倉 |
| XY Capital Ltd | 0 | $0 | 0.00% | −1,119,488−100.0% | 清倉 |
| Ninety One UK Ltd | 0 | $0 | 0.00% | −426,029−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −414,467−100.0% | 清倉 |
| HAP Trading, LLC | 0 | $0 | 0.00% | −379,586−100.0% | 清倉 |
| LMR Partners LLP | 0 | $0 | 0.00% | −110,834−100.0% | 清倉 |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −87,977−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −80,345−100.0% | 清倉 |
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −34,854−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −33,137−100.0% | 清倉 |
| AlphaQ Advisors LLC | 0 | $0 | 0.00% | −24,510−100.0% | 清倉 |
| 9258 Wealth Management, LLC | 0 | $0 | 0.00% | −18,628−100.0% | 清倉 |
| MQS Management LLC | 0 | $0 | 0.00% | −15,726−100.0% | 清倉 |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −15,360−100.0% | 清倉 |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −15,120−100.0% | 清倉 |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −14,861−100.0% | 清倉 |
| Savant Capital, LLC | 0 | $0 | 0.00% | −13,444−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −13,450−100.0% | 清倉 |
| Arlington Partners LLC | 0 | $0 | 0.00% | −12,867−100.0% | 清倉 |
| Brighton Jones LLC | 0 | $0 | 0.00% | −12,318−100.0% | 清倉 |
| Choate Investment Advisors | 0 | $0 | 0.00% | −11,935−100.0% | 清倉 |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −11,463−100.0% | 清倉 |
| Stokes Family Office, LLC | 0 | $0 | 0.00% | −11,281−100.0% | 清倉 |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −11,242−100.0% | 清倉 |
| Norden Group LLC | 0 | $0 | 0.00% | −11,242−100.0% | 清倉 |
| Brown Advisory Inc | 0 | $0 | 0.00% | −10,717−100.0% | 清倉 |
| Aspen Grove Capital, LLC | 0 | $0 | 0.00% | −10,712−100.0% | 清倉 |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −10,231−100.0% | 清倉 |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −10,187−100.0% | 清倉 |
| Barclays PLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −892−100.0% | 清倉 |
| Umb Bank N A | 0 | $0 | 0.00% | −757−100.0% | 清倉 |
| Caldwell Sutter Capital, Inc. | 0 | $0 | 0.00% | −609−100.0% | 清倉 |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −457−100.0% | 清倉 |
| ORG Partners LLC | 0 | $0 | 0.00% | −230−100.0% | 清倉 |
| Kozak & Associates, Inc. | 0 | $0 | 0.00% | −130−100.0% | 清倉 |
| Advisor Partners II, LLC | – | – | – | – | 本季未申報 |
| First Republic Investment Management, Inc. | – | – | – | – | 本季未申報 |
| BTC Capital Management, Inc. | – | – | – | – | 本季未申報 |