| Rossby Financial, LCC | 75 | $5,801 | 0.00% | +2+2.7% | 加碼 |
| Principia Wealth Advisory, LLC | 72 | $5,569 | 0.00% | +6+9.1% | 加碼 |
| Proathlete Wealth Management LLC | 71 | $5,491 | 0.00% | +71 | 新進 |
| N.E.W. Advisory Services LLC | 69 | $5,337 | 0.00% | +69 | 新進 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 67 | $5,182 | 0.00% | +67 | 新進 |
| Benson Wealth Management INC | 60 | $4,641 | 0.01% | +60 | 新進 |
| Indiana Trust & Investment Management CO | 58 | $4,486 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 55 | $4,254 | 0.00% | +55 | 新進 |
| Bare Financial Services, Inc | 54 | $4,177 | 0.00% | +40+285.7% | 加碼 |
| Wiser Advisor Group LLC | 54 | $4,165 | 0.00% | 00.0% | 不變 |
| Nemes Rush Group LLC | 51 | $3,945 | 0.00% | +51 | 新進 |
| Bell Investment Advisors, Inc | 50 | $3,868 | 0.00% | −7−12.3% | 減碼 |
| Key Financial Inc | 50 | $3,868 | 0.00% | 00.0% | 不變 |
| Minot DeBlois Advisors LLC | 50 | $3,868 | 0.00% | 00.0% | 不變 |
| POM Investment Strategies, LLC | 50 | $3,868 | 0.00% | 00.0% | 不變 |
| American National Bank | 50 | $3,868 | 0.00% | +50 | 新進 |
| Acumen Wealth Advisors, LLC | 49 | $3,791 | 0.00% | +49 | 新進 |
| Keating Financial Advisory Services, Inc. | 45 | $3,481 | 0.00% | +45 | 新進 |
| St Germain D J Co Inc | 44 | $3,403 | 0.00% | 00.0% | 不變 |
| Cornerstone Financial Management LLC | 43 | $3,326 | 0.00% | +43 | 新進 |
| JNBA Financial Advisors | 39 | $3,017 | 0.00% | +39 | 新進 |
| IMA Wealth, Inc. | 39 | $3,016 | 0.00% | +39 | 新進 |
| Colonial Trust Co | 38 | $2,955 | 0.00% | −2−5.0% | 減碼 |
| SOA Wealth Advisors, LLC. | 38 | $2,952 | 0.00% | 00.0% | 不變 |
| CVA Family Office, LLC | 34 | $2,630 | 0.00% | 00.0% | 不變 |
| Financial Perspectives, Inc | 34 | $2,623 | 0.00% | 00.0% | 不變 |
| Kilter Group LLC | 33 | $2,553 | 0.00% | +13+65.0% | 加碼 |
| City State Bank | 26 | $2,011 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 25 | $1,934 | 0.00% | 00.0% | 不變 |
| Tidemark, LLC | 25 | $1,934 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 24 | $1,833 | 0.00% | −5−17.2% | 減碼 |
| Independence Bank of Kentucky | 23 | $1,779 | 0.00% | +23 | 新進 |
| Fortis Group Advisors, LLC | 22 | $1,702 | 0.00% | 00.0% | 不變 |
| Tucker Asset Management LLC | 17 | $1,315 | 0.00% | +17 | 新進 |
| American Capital Advisory, LLC | 16 | $1,238 | 0.00% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 16 | $1,238 | 0.00% | +16 | 新進 |
| LRI Investments, LLC | 12 | $928 | 0.00% | 00.0% | 不變 |
| MV Capital Management, Inc. | 11 | $851 | 0.00% | +11 | 新進 |
| Caldwell Sutter Capital, Inc. | 10 | $774 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 8 | $619 | 0.00% | 00.0% | 不變 |
| Gen-Wealth Partners Inc | 8 | $619 | 0.00% | 00.0% | 不變 |
| Retirement Wealth Solutions LLC | 7 | $542 | 0.00% | +1+16.7% | 加碼 |
| Trust Co | 6 | $464 | 0.00% | +6 | 新進 |
| RMG Wealth Management LLC | 2 | $177 | 0.00% | 00.0% | 不變 |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −47,594−100.0% | 清倉 |
| Tectonic Advisors LLC | 0 | $0 | 0.00% | −36,321−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −15,033−100.0% | 清倉 |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −10,077−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −9,346−100.0% | 清倉 |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −7,722−100.0% | 清倉 |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −6,760−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −4,779−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,774−100.0% | 清倉 |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −4,401−100.0% | 清倉 |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −4,154−100.0% | 清倉 |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −3,840−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,807−100.0% | 清倉 |
| Mission Creek Capital Partners, Inc. | 0 | $0 | 0.00% | −3,762−100.0% | 清倉 |
| Farmers & Merchants Trust Co of Long Beach | 0 | $0 | 0.00% | −3,509−100.0% | 清倉 |
| Sigma Planning Corp | 0 | $0 | 0.00% | −3,317−100.0% | 清倉 |
| Pitcairn Co | 0 | $0 | 0.00% | −3,288−100.0% | 清倉 |
| Wrapmanager Inc | 0 | $0 | 0.00% | −3,062−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −2,988−100.0% | 清倉 |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −2,433−100.0% | 清倉 |
| Icon Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,025−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −892−100.0% | 清倉 |
| Mather Group, LLC. | 0 | $0 | 0.00% | −543−100.0% | 清倉 |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −430−100.0% | 清倉 |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −344−100.0% | 清倉 |
| Hopwood Financial Services, Inc. | 0 | $0 | 0.00% | −275−100.0% | 清倉 |
| Pension & Wealth Management Advisors, Inc. | 0 | $0 | 0.00% | −227−100.0% | 清倉 |
| Crowley Wealth Management, Inc. | 0 | $0 | 0.00% | −183−100.0% | 清倉 |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −168−100.0% | 清倉 |
| Rakuten Securities, Inc. | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| Strategic Wealth Partners, Ltd. | 0 | $0 | 0.00% | −136−100.0% | 清倉 |
| South State Corp. | 0 | $0 | 0.00% | −64−100.0% | 清倉 |
| Hanson & Doremus Investment Management | 0 | $0 | 0.00% | −52−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −47−100.0% | 清倉 |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −38−100.0% | 清倉 |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −35−100.0% | 清倉 |
| Golden State Wealth Management, LLC | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −29−100.0% | 清倉 |
| Kerr Financial Planning Corp | 0 | $0 | 0.00% | −23−100.0% | 清倉 |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| CX Institutional | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Palisade Asset Management, LLC | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| Private Wealth Asset Management, LLC | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| New Millennium Group LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Bear Mountain Capital, Inc. | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Caitlin John, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | – | – | – | – | 本季未申報 |
| Jarislowsky, Fraser Ltd | – | – | – | – | 本季未申報 |
| Wetherby Asset Management Inc | – | – | – | – | 本季未申報 |
| Glenmede Investment Management, LP | – | – | – | – | 本季未申報 |
| AllSquare Wealth Management LLC | – | – | – | – | 本季未申報 |
| Gitterman Wealth Management, LLC | – | – | – | – | 本季未申報 |
| IFS Group,LLC | – | – | – | – | 本季未申報 |
| Fullcircle Wealth LLC | – | – | – | – | 本季未申報 |