| Advisory Services Network, LLC | 663 | $1.16 萬 | 0.00% | −200−23.2% | 減碼 |
| Global Retirement Partners, LLC | 886 | $1.12 萬 | 0.00% | +427+93.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 630 | $1.11 萬 | 0.00% | +50+8.6% | 加碼 |
| CKW Financial Group | 619 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Performa Ltd (US), LLC | 625 | $1.10 萬 | 0.01% | −425−40.5% | 減碼 |
| Bell Investment Advisors, Inc | 581 | $1.02 萬 | 0.00% | −120−17.1% | 減碼 |
| Buck Wealth Strategies, LLC | 400 | $7,024 | 0.00% | +400 | 新進 |
| Valley National Advisers Inc | 472 | $7,000 | 0.00% | 00.0% | 不變 |
| Stephens Inc | 371 | $6,515 | 0.00% | +126+51.4% | 加碼 |
| Optimum Investment Advisors | 300 | $5,268 | 0.00% | +300 | 新進 |
| Parkside Financial Bank & Trust | 282 | $4,953 | 0.00% | +77+37.6% | 加碼 |
| Concord Wealth Partners | 269 | $4,724 | 0.00% | −2,640−90.8% | 減碼 |
| Geneos Wealth Management Inc. | 263 | $4,618 | 0.00% | −2,850−91.6% | 減碼 |
| Allspring Global Investments Holdings, LLC | 234 | $4,109 | 0.00% | 00.0% | 不變 |
| Front Row Advisors LLC | 200 | $4,000 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 226 | $3,969 | 0.00% | +10+4.6% | 加碼 |
| Ameritas Advisory Services, LLC | 235 | $3,786 | 0.00% | +235 | 新進 |
| TCI Wealth Advisors, Inc. | 208 | $3,653 | 0.00% | +3+1.5% | 加碼 |
| C M Bidwell & Associates Ltd | 202 | $3,547 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 200 | $3,512 | 0.00% | +200 | 新進 |
| Larson Financial Group LLC | 175 | $3,073 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 173 | $3,000 | 0.00% | −6−3.4% | 減碼 |
| Belpointe Asset Management LLC | 156 | $2,740 | 0.00% | −2,006−92.8% | 減碼 |
| Baker Avenue Asset Management, LP | 153 | $2,687 | 0.00% | −30−16.4% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 150 | $2,634 | 0.00% | 00.0% | 不變 |
| Colonial Trust Advisors | 150 | $2,634 | 0.00% | 00.0% | 不變 |
| Kistler-Tiffany Companies, LLC | 139 | $2,441 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 142 | $2,000 | 0.00% | 00.0% | 不變 |
| Vigilant Capital Management, LLC | 100 | $2,000 | 0.00% | +100 | 新進 |
| Toth Financial Advisory Corp | 101 | $1,774 | 0.00% | +101 | 新進 |
| New England Capital Financial Advisors LLC | 100 | $1,756 | 0.00% | 00.0% | 不變 |
| PFS Partners, LLC | 100 | $1,756 | 0.00% | 00.0% | 不變 |
| Ancora Advisors, LLC | 100 | $1,756 | 0.00% | +100 | 新進 |
| Nalls Sherbakoff Group, LLC | 100 | $1,668 | 0.00% | +100 | 新進 |
| Brown Brothers Harriman & Co | 91 | $1,598 | 0.00% | 00.0% | 不變 |
| Sutton Wealth Advisors Inc. | 86 | $1,510 | 0.00% | 00.0% | 不變 |
| Clearview Wealth Advisors LLC | 75 | $1,317 | 0.00% | 00.0% | 不變 |
| ZRC Wealth Management, LLC | 62 | $1,089 | 0.00% | +62 | 新進 |
| Capital Advisors, Ltd. LLC | 30 | $1,000 | 0.00% | 00.0% | 不變 |
| Bangor Savings Bank | 55 | $966 | 0.00% | 00.0% | 不變 |
| Rise Advisors, LLC | 55 | $966 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 55 | $966 | 0.00% | +21+61.8% | 加碼 |
| Sunbelt Securities, Inc. | 56 | $934 | 0.00% | +56 | 新進 |
| Tradewinds Capital Management, LLC | 50 | $878 | 0.00% | 00.0% | 不變 |
| West Branch Capital LLC | 50 | $878 | 0.00% | 00.0% | 不變 |
| ICA Group Wealth Management, LLC | 50 | $878 | 0.00% | 00.0% | 不變 |
| MB, Levis & Associates, LLC | 50 | $878 | 0.00% | 00.0% | 不變 |
| Financial Perspectives, Inc | 48 | $843 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 41 | $720 | 0.00% | +18+78.3% | 加碼 |
| Horan Securities, Inc. | 40 | $710 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 24 | $421 | 0.00% | 00.0% | 不變 |
| Macroview Investment Management LLC | 10 | $176 | 0.00% | 00.0% | 不變 |
| Berkshire Capital Holdings Inc | 10 | $176 | 0.00% | +10 | 新進 |
| Grey Fox Wealth Advisors, LLC | 5 | $88 | 0.00% | +5 | 新進 |
| Ci Investments Inc. | 17 | $0 | 0.00% | 00.0% | 不變 |
| Retirement Group, LLC | 3 | $0 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 2,415 | – | – | +1,958+428.4% | 加碼 |
| Institutional Venture Management XVI, LLC | 0 | $0 | 0.00% | −2,193,571−100.0% | 清倉 |
| Herr Investment Group LLC | 0 | $0 | 0.00% | −1,316,983−100.0% | 清倉 |
| Meritech Capital Associates VI L.L.C. | 0 | $0 | 0.00% | −854,320−100.0% | 清倉 |
| Silver Lake Group, L.L.C. | 0 | $0 | 0.00% | −802,880−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −796,725−100.0% | 清倉 |
| Founders Circle Capital LLC | 0 | $0 | 0.00% | −404,540−100.0% | 清倉 |
| Segantii Capital Management Ltd | 0 | $0 | 0.00% | −400,000−100.0% | 清倉 |
| Capital Research Global Investors | 0 | $0 | 0.00% | −325,000−100.0% | 清倉 |
| Agf Management Ltd | 0 | $0 | 0.00% | −291,927−100.0% | 清倉 |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −168,360−100.0% | 清倉 |
| Optimus Prime Fund Management Co., Ltd. | 0 | $0 | 0.00% | −150,640−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −140,718−100.0% | 清倉 |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −110,700−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −97,625−100.0% | 清倉 |
| Quaero Capital S.A. | 0 | $0 | 0.00% | −58,849−100.0% | 清倉 |
| Harbert Fund Advisors, Inc. | 0 | $0 | 0.00% | −53,711−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −29,948−100.0% | 清倉 |
| Blue Owl Capital Holdings LP | 0 | $0 | 0.00% | −24,582−100.0% | 清倉 |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −21,132−100.0% | 清倉 |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −17,368−100.0% | 清倉 |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −15,221−100.0% | 清倉 |
| Motley Fool Asset Management LLC | 0 | $0 | 0.00% | −11,228−100.0% | 清倉 |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −11,191−100.0% | 清倉 |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −11,132−100.0% | 清倉 |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −10,581−100.0% | 清倉 |
| Kraematon Investment Advisors, Inc | 0 | $0 | 0.00% | −6,585−100.0% | 清倉 |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −5,092−100.0% | 清倉 |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,008−100.0% | 清倉 |
| Sonnipe Ltd | 0 | $0 | 0.00% | −2,008−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,450−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −897−100.0% | 清倉 |
| Addenda Capital Inc. | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −700−100.0% | 清倉 |
| Sierra Capital LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Romano Brothers and Company | 0 | $0 | 0.00% | −462−100.0% | 清倉 |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −67−100.0% | 清倉 |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −95−100.0% | 清倉 |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −55−100.0% | 清倉 |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −49−100.0% | 清倉 |
| Private Ocean, LLC | 0 | $0 | 0.00% | −36−100.0% | 清倉 |
| Glass Jacobson Investment Advisors llc | – | – | – | – | 本季未申報 |
| Titleist Asset Management, Ltd. | – | – | – | – | 本季未申報 |
| Neo Ivy Capital Management | – | – | – | – | 本季未申報 |
