| Optas, LLC | 10,684 | $10.0 萬 | 0.02% | +10,684 | 新進 |
| Clearstead Advisors, LLC | 10,635 | $9.95 萬 | 0.00% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 10,634 | $9.95 萬 | 0.00% | +10,634 | 新進 |
| CFO4Life Group, LLC | 10,623 | $9.94 萬 | 0.02% | +10,623 | 新進 |
| First Trust Advisors LP | 10,535 | $9.86 萬 | 0.00% | +10,535 | 新進 |
| Keystone Investors Pte Ltd | 10,404 | $9.74 萬 | 0.01% | −10,038−49.1% | 減碼 |
| Johnson Investment Counsel Inc | 10,306 | $9.65 萬 | 0.00% | 00.0% | 不變 |
| Marks Group Wealth Management, Inc | 10,229 | $9.57 萬 | 0.01% | +10,229 | 新進 |
| Snowden Capital Advisors LLC | 10,000 | $9.36 萬 | 0.00% | −583−5.5% | 減碼 |
| Citigroup Inc | 9,780 | $9.15 萬 | 0.00% | +2,092+27.2% | 加碼 |
| GAMMA Investing LLC | 7,391 | $6.92 萬 | 0.01% | +2,825+61.9% | 加碼 |
| Addison Advisors LLC | 6,936 | $6.49 萬 | 0.02% | +133+2.0% | 加碼 |
| Huntington National Bank | 6,328 | $5.92 萬 | 0.00% | +825+15.0% | 加碼 |
| Jones Financial Companies LLLP | 5,069 | $4.74 萬 | 0.00% | +3,479+218.8% | 加碼 |
| EverSource Wealth Advisors, LLC | 4,515 | $4.23 萬 | 0.00% | +502+12.5% | 加碼 |
| CWM, LLC | 4,449 | $4.20 萬 | 0.00% | +603+15.7% | 加碼 |
| Federation des caisses Desjardins du Quebec | 4,000 | $3.74 萬 | 0.00% | 00.0% | 不變 |
| Paradigm Asset Management Co LLC | 3,700 | $3.46 萬 | 0.01% | −700−15.9% | 減碼 |
| Bryn Mawr Trust Co | 3,559 | $3.33 萬 | 0.00% | +3,559 | 新進 |
| Hexagon Capital Partners LLC | 3,452 | $3.23 萬 | 0.01% | +1,980+134.5% | 加碼 |
| Rothschild Investment LLC | 2,985 | $2.79 萬 | 0.00% | +230+8.3% | 加碼 |
| Atlas Capital Advisors LLC | 2,943 | $2.75 萬 | 0.00% | −47,382−94.2% | 減碼 |
| Bruce G. Allen Investments, LLC | 2,813 | $2.63 萬 | 0.02% | +2,083+285.3% | 加碼 |
| Private Trust Co NA | 2,735 | $2.56 萬 | 0.00% | +1,499+121.3% | 加碼 |
| Accent Capital Management, LLC | 2,576 | $2.41 萬 | 0.01% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 2,567 | $2.40 萬 | 0.00% | −25−1.0% | 減碼 |
| Zions Bancorporation, N.A. | 2,471 | $2.31 萬 | 0.00% | −82−3.2% | 減碼 |
| Manchester Capital Management LLC | 2,419 | $2.26 萬 | 0.00% | +38+1.6% | 加碼 |
| Northwestern Mutual Wealth Management Co | 2,161 | $2.02 萬 | 0.00% | +100+4.9% | 加碼 |
| FinTrust Capital Advisors, LLC | 2,035 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| NBC Securities, Inc. | 2,062 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 1,281 | $1.20 萬 | 0.00% | +511+66.4% | 加碼 |
| First Horizon Advisors, Inc. | 1,107 | $1.04 萬 | 0.00% | +858+344.6% | 加碼 |
| Frazier Financial Advisors, LLC | 1,040 | $9,735 | 0.01% | −2,277−68.6% | 減碼 |
| Continuum Advisory, LLC | 854 | $8,506 | 0.00% | −480−36.0% | 減碼 |
| Ashton Thomas Securities, LLC | 853 | $7,984 | 0.00% | +853 | 新進 |
| Bell Investment Advisors, Inc | 767 | $7,180 | 0.00% | 00.0% | 不變 |
| Redmont Wealth Advisors LLC | 648 | $6,065 | 0.01% | 00.0% | 不變 |
| WealthCollab, LLC | 645 | $6,038 | 0.00% | +645 | 新進 |
| Umb Bank N A | 606 | $5,672 | 0.00% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 588 | $5,633 | 0.00% | +39+7.1% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 575 | $5,382 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 559 | $5,232 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 552 | $5,167 | 0.00% | +312+130.0% | 加碼 |
| GW&K Investment Management, LLC | 540 | $5,000 | 0.00% | −15−2.7% | 減碼 |
| Bessemer Group Inc | 443 | $5,000 | 0.00% | +443 | 新進 |
| Proequities, Inc. | 525 | $4,914 | 0.00% | −215−29.1% | 減碼 |
| CIBC Private Wealth Group, LLC | 516 | $4,829 | 0.00% | +384+290.9% | 加碼 |
| Salem Investment Counselors Inc | 500 | $4,680 | 0.00% | 00.0% | 不變 |
| Capital Performance Advisors LLP | 464 | $4,343 | 0.00% | +464 | 新進 |
| Whittier Trust Co of Nevada Inc | 453 | $4,239 | 0.00% | +453 | 新進 |
| GWM Advisors LLC | 431 | $4,038 | 0.00% | +7+1.7% | 加碼 |
| Farther Finance Advisors, LLC | 416 | $3,894 | 0.00% | −6−1.4% | 減碼 |
| Coppell Advisory Solutions LLC | 400 | $3,736 | 0.00% | 00.0% | 不變 |
| CVA Family Office, LLC | 397 | $3,716 | 0.00% | 00.0% | 不變 |
| Grove Bank & Trust | 333 | $3,117 | 0.00% | +333 | 新進 |
| Atlantic Edge Private Wealth Management, LLC | 300 | $2,808 | 0.00% | +300 | 新進 |
| Foster Dykema Cabot & Partners, LLC | 284 | $2,658 | 0.00% | +284 | 新進 |
| Provenance Wealth Advisors, LLC | 206 | $1,928 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 170 | $1,591 | 0.00% | 00.0% | 不變 |
| Activest Wealth Management | 161 | $1,510 | 0.00% | +2+1.3% | 加碼 |
| Cullen/Frost Bankers, Inc. | 159 | $1,491 | 0.00% | +159 | 新進 |
| Steward Partners Investment Advisory, LLC | 155 | $1,451 | 0.00% | −366−70.2% | 減碼 |
| Concord Wealth Partners | 152 | $1,423 | 0.00% | +152 | 新進 |
| Larson Financial Group LLC | 140 | $1,310 | 0.00% | +140 | 新進 |
| Carolinas Wealth Consulting LLC | 112 | $1,049 | 0.00% | −128−53.3% | 減碼 |
| Belpointe Asset Management LLC | 93 | $870 | 0.00% | 00.0% | 不變 |
| Tucker Asset Management LLC | 92 | $861 | 0.00% | 00.0% | 不變 |
| Mendota Financial Group, LLC | 72 | $674 | 0.00% | +28+63.6% | 加碼 |
| Horizon Investments, LLC | 72 | $674 | 0.00% | +72 | 新進 |
| Abound Wealth Management | 56 | $525 | 0.00% | −4−6.7% | 減碼 |
| CoreCap Advisors, LLC | 55 | $515 | 0.00% | +55 | 新進 |
| Central Trust Co | 52 | $483 | 0.00% | +52 | 新進 |
| Mather Group, LLC. | 42 | $393 | 0.00% | +42 | 新進 |
| ClariVest Asset Management LLC | 43 | $349 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 30 | $281 | 0.00% | −1−3.2% | 減碼 |
| West Branch Capital LLC | 3 | $25 | 0.00% | +3 | 新進 |
| Barclays PLC | 0 | $0 | 0.00% | −117,100−100.0% | 清倉 |
| Gordian Capital Singapore Pte Ltd | 0 | $0 | 0.00% | −200,000−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −74,392−100.0% | 清倉 |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −63,886−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −55,100−100.0% | 清倉 |
| MAI Capital Management | 0 | $0 | 0.00% | −49,090−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −46,060−100.0% | 清倉 |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −22,475−100.0% | 清倉 |
| Groupama Asset Managment | 0 | $0 | 0.00% | −43,859−100.0% | 清倉 |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −18,412−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −17,237−100.0% | 清倉 |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −10,643−100.0% | 清倉 |
| Vicus Capital | 0 | $0 | 0.00% | −10,534−100.0% | 清倉 |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −10,120−100.0% | 清倉 |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −9,632−100.0% | 清倉 |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −1,013−100.0% | 清倉 |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −824−100.0% | 清倉 |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −511−100.0% | 清倉 |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −295−100.0% | 清倉 |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −257−100.0% | 清倉 |
| Family Firm, Inc. | 0 | $0 | 0.00% | −123−100.0% | 清倉 |
| Lynx Investment Advisory | 0 | $0 | 0.00% | −88−100.0% | 清倉 |
| BlackRock Inc. | – | – | – | – | 本季未申報 |
