| Covestor Ltd | 866 | $8,000 | 0.00% | +41+5.0% | 加碼 |
| Danske Bank A/S | 811 | $7,640 | 0.00% | −6,589−89.0% | 減碼 |
| Los Angeles Capital Management LLC | 757 | $7,131 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 756 | $7,122 | 0.00% | 00.0% | 不變 |
| NBC Securities, Inc. | 711 | $6,697 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 680 | $6,406 | 0.00% | −575−45.8% | 減碼 |
| Aberdeen Wealth Management LLC | 660 | $6,217 | 0.00% | +660 | 新進 |
| Bulwark Capital Corp | 610 | $5,746 | 0.00% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 570 | $5,369 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 551 | $5,190 | 0.00% | −32−5.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 548 | $5,162 | 0.00% | +538+5,380.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 545 | $5,134 | 0.00% | +180+49.3% | 加碼 |
| Mark Sheptoff Financial Planning, LLC | 500 | $4,710 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 471 | $4,437 | 0.00% | +240+103.9% | 加碼 |
| Steward Partners Investment Advisory, LLC | 430 | $4,051 | 0.00% | 00.0% | 不變 |
| Financial Consulate, Inc | 398 | $3,750 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 330 | $3,109 | 0.00% | +135+69.2% | 加碼 |
| Bessemer Group Inc | 295 | $3,000 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 301 | $2,836 | 0.00% | +301 | 新進 |
| Hilton Head Capital Partners, LLC | 300 | $2,826 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 241 | $2,270 | 0.00% | 00.0% | 不變 |
| Sittner & Nelson, LLC | 223 | $2,101 | 0.00% | 00.0% | 不變 |
| Hilltop National Bank | 208 | $1,959 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 196 | $1,847 | 0.00% | +187+2,077.8% | 加碼 |
| Global Retirement Partners, LLC | 180 | $1,696 | 0.00% | +180 | 新進 |
| Maryland Capital Advisors Inc. | 173 | $1,630 | 0.00% | +173 | 新進 |
| Fifth Third Bancorp | 155 | $1,459 | 0.00% | −107−40.8% | 減碼 |
| Spectrum Wealth Advisory Group, LLC | 150 | $1,413 | 0.00% | +150 | 新進 |
| Valley National Advisers Inc | 147 | $1,385 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 120 | $1,130 | 0.00% | −10−7.7% | 減碼 |
| Dynamic Wealth Strategies, LLC | 120 | $1,130 | 0.00% | 00.0% | 不變 |
| Wealth Enhancement Trust Services, Inc. | 117 | $1,102 | 0.00% | +117 | 新進 |
| Hantz Financial Services, Inc. | 63 | $1,000 | 0.00% | −386−86.0% | 減碼 |
| International Assets Investment Management, LLC | 100 | $946 | 0.00% | 00.0% | 不變 |
| Activest Wealth Management | 100 | $942 | 0.00% | 00.0% | 不變 |
| Flagship Wealth Advisors, LLC | 100 | $942 | 0.00% | +100 | 新進 |
| PayPay Securities Corp | 99 | $933 | 0.04% | −17−14.7% | 減碼 |
| Clearstead Advisors, LLC | 97 | $915 | 0.00% | +97 | 新進 |
| Banque Transatlantique SA | 120 | $784 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 78 | $735 | 0.00% | 00.0% | 不變 |
| Bare Financial Services, Inc | 72 | $678 | 0.00% | 00.0% | 不變 |
| Asset Dedication, LLC | 65 | $613 | 0.00% | 00.0% | 不變 |
| MPWM Advisory Solutions, LLC | 60 | $565 | 0.00% | 00.0% | 不變 |
| Nvest Wealth Strategies, Inc. | 58 | $547 | 0.00% | 00.0% | 不變 |
| Caldwell Sutter Capital, Inc. | 50 | $471 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 50 | $471 | 0.00% | 00.0% | 不變 |
| Gen-Wealth Partners Inc | 50 | $471 | 0.00% | 00.0% | 不變 |
| Financial Life Planners | 49 | $462 | 0.00% | 00.0% | 不變 |
| UMA Financial Services, Inc. | 49 | $462 | 0.00% | +45+1,125.0% | 加碼 |
| Cheviot Value Management, LLC | 46 | $433 | 0.00% | +46 | 新進 |
| Stone House Investment Management, LLC | 44 | $414 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 43 | $405 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 51 | $402 | 0.00% | +50+5,000.0% | 加碼 |
| Caitlin John, LLC | 25 | $236 | 0.00% | 00.0% | 不變 |
| Darwin Advisors, LLC | 25 | $235 | 0.00% | +25 | 新進 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $188 | 0.00% | 00.0% | 不變 |
| Action Point Financial Planning, LLC | 20 | $188 | 0.00% | +20 | 新進 |
| JPL Wealth Management, LLC | 12 | $114 | 0.00% | +12 | 新進 |
| Creative Financial Designs Inc | 12 | $113 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 9 | $85 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 8 | $75 | 0.00% | 00.0% | 不變 |
| Beacon Investment Advisory Services, Inc. | 6 | $57 | 0.00% | −52−89.7% | 減碼 |
| Dunhill Financial, LLC | 4 | $40 | 0.00% | 00.0% | 不變 |
| Aster Capital Management (DIFC) Ltd | 4 | $38 | 0.00% | +4 | 新進 |
| Bogart Wealth, LLC | 2 | $19 | 0.00% | 00.0% | 不變 |
| Bear Mountain Capital, Inc. | 1 | $8 | 0.00% | 00.0% | 不變 |
| Close Asset Management Ltd | 50 | $0 | 0.00% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −673,120−100.0% | 清倉 |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −364,770−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −165,179−100.0% | 清倉 |
| Caption Management, LLC | 0 | $0 | 0.00% | −148,155−100.0% | 清倉 |
| Credit Agricole S A | 0 | $0 | 0.00% | −120,000−100.0% | 清倉 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −120,000−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −97,148−100.0% | 清倉 |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −42,000−100.0% | 清倉 |
| Man Group plc | 0 | $0 | 0.00% | −40,166−100.0% | 清倉 |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −35,943−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −30,076−100.0% | 清倉 |
| Farallon Capital Management, L.L.C. | 0 | $0 | 0.00% | −22,000−100.0% | 清倉 |
| Scientech Research LLC | 0 | $0 | 0.00% | −17,353−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −13,298−100.0% | 清倉 |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −11,360−100.0% | 清倉 |
| Caxton Associates LLP | 0 | $0 | 0.00% | −11,088−100.0% | 清倉 |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −10,141−100.0% | 清倉 |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −5,293−100.0% | 清倉 |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −2,413−100.0% | 清倉 |
| Stance Capital LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Intentional Wealth Strategies, LLC | 0 | $0 | 0.00% | −250−100.0% | 清倉 |
| MAI Capital Management | 0 | $0 | 0.00% | −246−100.0% | 清倉 |
| First Pacific Financial | 0 | $0 | 0.00% | −146−100.0% | 清倉 |
| Allianz SE | 0 | $0 | 0.00% | −130−100.0% | 清倉 |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −75−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −61−100.0% | 清倉 |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −35−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Mather Group, LLC. | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Golden State Wealth Management, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Janus Henderson Group PLC | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |