| Equitable Trust Co | 3,310 | $27.8 萬 | 0.02% | −1,630−33.0% | 減碼 |
| National Asset Management, Inc. | 3,108 | $26.3 萬 | 0.01% | −26−0.8% | 減碼 |
| Shayne & Co., LLC | 3,100 | $26.1 萬 | 0.07% | 00.0% | 不變 |
| Woodmont Investment Counsel LLC | 3,052 | $25.7 萬 | 0.02% | 00.0% | 不變 |
| Chelsea Counsel Co | 3,000 | $25.5 萬 | 0.13% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 2,991 | $25.1 萬 | 0.03% | +2,991 | 新進 |
| CapWealth Advisors, LLC | 2,988 | $25.1 萬 | 0.03% | +2,988 | 新進 |
| Mackenzie Financial Corp | 2,898 | $24.4 萬 | 0.00% | +2,898 | 新進 |
| Ronald Blue Trust, Inc. | 3,557 | $24.1 萬 | 0.00% | +2,814+378.7% | 加碼 |
| Xponance, Inc. | 2,738 | $23.0 萬 | 0.00% | +2,738 | 新進 |
| Quest Partners LLC | 2,737 | $23.0 萬 | 0.02% | +2,737 | 新進 |
| MML Investors Services, LLC | 2,731 | $23.0 萬 | 0.00% | +2,731 | 新進 |
| FMR LLC | 2,653 | $22.3 萬 | 0.00% | −43,044−94.2% | 減碼 |
| Naples Global Advisors, LLC | 2,575 | $21.9 萬 | 0.02% | +2,575 | 新進 |
| We Are One Seven, LLC | 2,545 | $21.4 萬 | 0.01% | +2,545 | 新進 |
| Stock Yards Bank & Trust Co | 2,500 | $21.0 萬 | 0.01% | +2,500 | 新進 |
| BancorpSouth Bank | 2,500 | $21.0 萬 | 0.01% | +2,500 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 2,392 | $20.1 萬 | 0.00% | +2,392 | 新進 |
| First Personal Financial Services | 2,325 | $19.5 萬 | 0.04% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 1,930 | $16.2 萬 | 0.00% | −1,997−50.9% | 減碼 |
| Sterling Capital Management LLC | 1,924 | $16.2 萬 | 0.00% | +1,924 | 新進 |
| Bessemer Group Inc | 1,640 | $13.8 萬 | 0.00% | +1,640 | 新進 |
| Allspring Global Investments Holdings, LLC | 1,567 | $13.2 萬 | 0.00% | −116−6.9% | 減碼 |
| Amalgamated Bank | 1,467 | $12.3 萬 | 0.00% | 00.0% | 不變 |
| KBC Group NV | 1,251 | $10.5 萬 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 1,150 | $9.67 萬 | 0.01% | 00.0% | 不變 |
| Caldwell Trust Co | 1,100 | $9.25 萬 | 0.01% | 00.0% | 不變 |
| US Bancorp | 1,019 | $8.57 萬 | 0.00% | −131−11.4% | 減碼 |
| Field & Main Bank | 1,000 | $8.41 萬 | 0.03% | 00.0% | 不變 |
| USA Financial Portformulas Corp | 922 | $7.75 萬 | 0.01% | +584+172.8% | 加碼 |
| Harbor Capital Advisors, Inc. | 827 | $7.00 萬 | 0.00% | +827 | 新進 |
| FIL Ltd | 816 | $6.86 萬 | 0.00% | −1,774−68.5% | 減碼 |
| FinTrust Capital Advisors, LLC | 681 | $5.72 萬 | 0.01% | +681 | 新進 |
| Assetmark, Inc | 648 | $5.45 萬 | 0.00% | +141+27.8% | 加碼 |
| Lazard Asset Management LLC | 624 | $5.20 萬 | 0.00% | +624 | 新進 |
| CoreCap Advisors, LLC | 600 | $5.04 萬 | 0.00% | +600 | 新進 |
| Tower Research Capital LLC (TRC) | 534 | $4.49 萬 | 0.00% | −7,146−93.0% | 減碼 |
| Allworth Financial LP | 488 | $4.10 萬 | 0.00% | 00.0% | 不變 |
| Compass Wealth Management LLC | 475 | $3.99 萬 | 0.01% | 00.0% | 不變 |
| Principal Securities, Inc. | 469 | $3.94 萬 | 0.00% | +12+2.6% | 加碼 |
| Loomis Sayles & Co L P | 450 | $3.80 萬 | 0.00% | +450 | 新進 |
| Point72 (DIFC) Ltd | 421 | $3.54 萬 | 0.00% | +421 | 新進 |
| Covestor Ltd | 420 | $3.50 萬 | 0.02% | +405+2,700.0% | 加碼 |
| Danske Bank A/S | 400 | $3.36 萬 | 0.00% | +400 | 新進 |
| CIBC Private Wealth Group, LLC | 374 | $3.14 萬 | 0.00% | +284+315.6% | 加碼 |
| Quarry LP | 322 | $2.71 萬 | 0.01% | +322 | 新進 |
| Signaturefd, LLC | 230 | $1.93 萬 | 0.00% | −11−4.6% | 減碼 |
| Smartleaf Asset Management LLC | 212 | $1.76 萬 | 0.00% | +137+182.7% | 加碼 |
| Steward Partners Investment Advisory, LLC | 172 | $1.45 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 170 | $1.43 萬 | 0.00% | 00.0% | 不變 |
| Central Trust Co | 168 | $1.41 萬 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 153 | $1.29 萬 | 0.00% | +99+183.3% | 加碼 |
| Proequities, Inc. | 134 | $1.14 萬 | 0.00% | +52+63.4% | 加碼 |
| WR Wealth Planners, LLC | 125 | $1.05 萬 | 0.00% | 00.0% | 不變 |
| Acadian Asset Management LLC | 130 | $1.00 萬 | 0.00% | −6,628−98.1% | 減碼 |
| Quadrant Capital Group LLC | 112 | $9,415 | 0.00% | 00.0% | 不變 |
| Darwin Advisors, LLC | 104 | $8,770 | 0.00% | +104 | 新進 |
| Jones Financial Companies LLLP | 101 | $8,369 | 0.00% | +101 | 新進 |
| Parallel Advisors, LLC | 92 | $7,734 | 0.00% | +7+8.2% | 加碼 |
| Richardson Financial Services Inc. | 113 | $7,653 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 91 | $7,650 | 0.00% | −6−6.2% | 減碼 |
| Pathway Financial Advisers, LLC | 86 | $7,226 | 0.00% | +1+1.2% | 加碼 |
| Bell Investment Advisors, Inc | 79 | $6,641 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 77 | $6,472 | 0.00% | +7+10.0% | 加碼 |
| Caitlin John, LLC | 82 | $6,392 | 0.00% | +2+2.5% | 加碼 |
| Johnson Financial Group, Inc. | 69 | $5,863 | 0.00% | +69 | 新進 |
| Whittier Trust Co | 63 | $5,295 | 0.00% | 00.0% | 不變 |
| Park Place Capital Corp | 50 | $4,203 | 0.00% | 00.0% | 不變 |
| CVA Family Office, LLC | 49 | $4,119 | 0.00% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 44 | $3,699 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 40 | $3,362 | 0.00% | +20+100.0% | 加碼 |
| Global Retirement Partners, LLC | 36 | $3,026 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 33 | $2,774 | 0.00% | −27−45.0% | 減碼 |
| Capital Performance Advisors LLP | 30 | $2,522 | 0.00% | +30 | 新進 |
| Mather Group, LLC. | 26 | $2,186 | 0.00% | −50−65.8% | 減碼 |
| Farther Finance Advisors, LLC | 18 | $1,513 | 0.00% | +1+5.9% | 加碼 |
| Capital Advisors, Ltd. LLC | 6 | $1,000 | 0.00% | 00.0% | 不變 |
| Picton Mahoney Asset Management | 13 | $1,000 | 0.00% | +13 | 新進 |
| Hemington Wealth Management | 19 | $1,000 | 0.00% | +19 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 | $924 | 0.00% | 00.0% | 不變 |
| Continuum Advisory, LLC | 7 | $541 | 0.00% | +7 | 新進 |
| Carolina Wealth Advisors, LLC | 4 | $336 | 0.00% | 00.0% | 不變 |
| Dunhill Financial, LLC | 3 | $230 | 0.00% | +3 | 新進 |
| LSV Asset Management | 0 | $0 | 0.00% | −131,400−100.0% | 清倉 |
| Eisler Capital (US) LLC | 0 | $0 | 0.00% | −36,546−100.0% | 清倉 |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −27,875−100.0% | 清倉 |
| Taika Capital, LP | 0 | $0 | 0.00% | −14,335−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −9,273−100.0% | 清倉 |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −41,847−100.0% | 清倉 |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −7,175−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −5,475−100.0% | 清倉 |
| Atlas Financial Advisors, Inc. | 0 | $0 | 0.00% | −3,294−100.0% | 清倉 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −3,241−100.0% | 清倉 |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −3,094−100.0% | 清倉 |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −351−100.0% | 清倉 |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −111−100.0% | 清倉 |
| Gradient Investments LLC | 0 | $0 | 0.00% | −78−100.0% | 清倉 |
| Concord Wealth Partners | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| BlackRock Inc. | – | – | – | – | 本季未申報 |
