| Valued Wealth Advisors LLC | 172 | $4,677 | 0.00% | +6+3.6% | 加碼 |
| Parkside Financial Bank & Trust | 165 | $4,487 | 0.00% | +3+1.9% | 加碼 |
| Vanguard National Trust Co | 161 | $4,378 | 0.00% | +5+3.2% | 加碼 |
| Capital Analysts, LLC | 132 | $4,000 | 0.00% | +33+33.3% | 加碼 |
| Murphy & Mullick Capital Management Corp | 146 | $3,970 | 0.00% | +146 | 新進 |
| AdvisorNet Financial, Inc | 136 | $3,698 | 0.00% | +4+3.0% | 加碼 |
| Raffa Wealth Management, LLC | 126 | $3,426 | 0.00% | +3+2.4% | 加碼 |
| West Branch Capital LLC | 123 | $3,345 | 0.00% | +123 | 新進 |
| Highline Wealth Partners LLC | 120 | $3,263 | 0.00% | +4+3.4% | 加碼 |
| HHM Wealth Advisors, LLC | 116 | $3,155 | 0.00% | +116 | 新進 |
| GWM Advisors LLC | 116 | $3,145 | 0.00% | +4+3.6% | 加碼 |
| Gables Capital Management Inc. | 116 | $3,144 | 0.00% | +4+3.6% | 加碼 |
| Rossby Financial, LCC | 115 | $3,127 | 0.00% | +20+21.1% | 加碼 |
| GW&K Investment Management, LLC | 123 | $3,000 | 0.00% | +1+0.8% | 加碼 |
| Buck Wealth Strategies, LLC | 101 | $2,746 | 0.00% | +101 | 新進 |
| Tidemark, LLC | 100 | $2,719 | 0.00% | +3+3.1% | 加碼 |
| Nisa Investment Advisors, LLC | 100 | $2,719 | 0.00% | +29+40.8% | 加碼 |
| Action Point Financial Planning, LLC | 100 | $2,692 | 0.00% | +100 | 新進 |
| Institute for Wealth Management, LLC. | 98 | $2,661 | 0.00% | +98 | 新進 |
| Kilter Group LLC | 95 | $2,584 | 0.00% | +45+90.0% | 加碼 |
| Bell Investment Advisors, Inc | 92 | $2,502 | 0.00% | −212−69.7% | 減碼 |
| Private Trust Co NA | 91 | $2,474 | 0.00% | −705−88.6% | 減碼 |
| BOK Financial Private Wealth, Inc. | 87 | $2,366 | 0.00% | +87 | 新進 |
| Burk Holdings LLC | 86 | $2,338 | 0.00% | +2+2.4% | 加碼 |
| Signature Equity Partners, LLC | 71 | $1,930 | 0.00% | +16+29.1% | 加碼 |
| JNBA Financial Advisors | 66 | $1,795 | 0.00% | +2+3.1% | 加碼 |
| SHP Wealth Management | 65 | $1,767 | 0.00% | −13−16.7% | 減碼 |
| Quent Capital, LLC | 63 | $1,713 | 0.00% | +63 | 新進 |
| Evolution Wealth Management Inc. | 60 | $1,631 | 0.00% | +2+3.4% | 加碼 |
| Spire Wealth Management | 58 | $1,577 | 0.00% | +2+3.6% | 加碼 |
| Principia Wealth Advisory, LLC | 57 | $1,550 | 0.00% | −23−28.7% | 減碼 |
| GHP Investment Advisors, Inc. | 56 | $1,523 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 53 | $1,441 | 0.00% | −24−31.2% | 減碼 |
| Zions Bancorporation, National Association | 53 | $1,441 | 0.00% | +1+1.9% | 加碼 |
| Cornerstone Planning Group LLC | 52 | $1,366 | 0.00% | −12−18.8% | 減碼 |
| CVA Family Office, LLC | 45 | $1,224 | 0.00% | +45 | 新進 |
| Abound Wealth Management | 41 | $1,115 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 37 | $1,007 | 0.00% | +1+2.8% | 加碼 |
| Smithfield Trust Co | 40 | $1,000 | 0.00% | 00.0% | 不變 |
| Penserra Capital Management LLC | 60 | $1,000 | 0.00% | +3+5.3% | 加碼 |
| UMA Financial Services, Inc. | 35 | $952 | 0.00% | 00.0% | 不變 |
| Halbert Hargrove Global Advisors, LLC | 33 | $894 | 0.00% | +33 | 新進 |
| Plante Moran Financial Advisors, LLC | 32 | $870 | 0.00% | −487−93.8% | 減碼 |
| Financial Network Wealth Advisors LLC | 29 | $789 | 0.00% | −8−21.6% | 減碼 |
| Caldwell Trust Co | 26 | $707 | 0.00% | +26 | 新進 |
| Breakwater Investment Management | 25 | $680 | 0.00% | +25 | 新進 |
| Grove Bank & Trust | 22 | $598 | 0.00% | 00.0% | 不變 |
| IMA Wealth, Inc. | 21 | $571 | 0.00% | +8+61.5% | 加碼 |
| LRI Investments, LLC | 19 | $517 | 0.00% | +19 | 新進 |
| Highland Investment Advisors LLC | 18 | $489 | 0.00% | +18 | 新進 |
| Godfrey Financial Associates, Inc. | 17 | $462 | 0.00% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 15 | $408 | 0.00% | −160,581−100.0% | 減碼 |
| MidFirst Bank | 13 | $353 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 13 | $353 | 0.00% | +13 | 新進 |
| Mosley Wealth Management | 13 | $353 | 0.00% | +13 | 新進 |
| Oakworth Capital, Inc. | 12 | $326 | 0.00% | 00.0% | 不變 |
| American Capital Advisory, LLC | 10 | $272 | 0.00% | −60−85.7% | 減碼 |
| Stone House Investment Management, LLC | 9 | $245 | 0.00% | −149−94.3% | 減碼 |
| Bogart Wealth, LLC | 8 | $218 | 0.00% | +6+300.0% | 加碼 |
| Triumph Capital Management | 6 | $163 | 0.00% | 00.0% | 不變 |
| Monetary Solutions, Ltd | 6 | $163 | 0.00% | +6 | 新進 |
| Marshall Investment Management, LLC | 5 | $136 | 0.00% | +5 | 新進 |
| Financial Gravity Companies, Inc. | 2 | $54 | 0.00% | +2 | 新進 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −638,249−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −517,229−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −260,659−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −65,779−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −32,590−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −29,661−100.0% | 清倉 |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −21,144−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −19,562−100.0% | 清倉 |
| Abel Hall, LLC | 0 | $0 | 0.00% | −12,459−100.0% | 清倉 |
| Yousif Capital Management, LLC | 0 | $0 | 0.00% | −9,740−100.0% | 清倉 |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −9,233−100.0% | 清倉 |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −9,138−100.0% | 清倉 |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −8,097−100.0% | 清倉 |
| Keybank National Association | 0 | $0 | 0.00% | −7,784−100.0% | 清倉 |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −5,886−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −5,205−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −2,211−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,216−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| MTM Investment Management, LLC | 0 | $0 | 0.00% | −519−100.0% | 清倉 |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −439−100.0% | 清倉 |
| True Link Financial Advisors, LLC | 0 | $0 | 0.00% | −145−100.0% | 清倉 |
| Essential Partners LLC | 0 | $0 | 0.00% | −122−100.0% | 清倉 |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −110−100.0% | 清倉 |
| Napier Financial, LLC | 0 | $0 | 0.00% | −72−100.0% | 清倉 |
| Innovative Asset Advisors Group, LLC | 0 | $0 | 0.00% | −58−100.0% | 清倉 |
| MV Capital Management, Inc. | 0 | $0 | 0.00% | −52−100.0% | 清倉 |
| Avion Wealth | 0 | $0 | 0.00% | −57−100.0% | 清倉 |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Investors Portfolio Services LLC | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Retirement Wealth Solutions LLC | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Skopos Labs, Inc. | – | – | – | – | 本季未申報 |
| First Affirmative Financial Network | – | – | – | – | 本季未申報 |
| DGS Capital Management, LLC | – | – | – | – | 本季未申報 |
| U.S. Capital Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |