| Cullen/Frost Bankers, Inc. | 36 | $8,916 | 0.00% | +36 | 新進 |
| WPG Advisers, LLC | 34 | $8,420 | 0.01% | −1−2.9% | 減碼 |
| Rothschild Investment LLC | 34 | $8,420 | 0.00% | +11+47.8% | 加碼 |
| Bell Investment Advisors, Inc | 29 | $7,183 | 0.00% | +4+16.0% | 加碼 |
| DiNuzzo Private Wealth, Inc. | 25 | $6,192 | 0.00% | 00.0% | 不變 |
| NCP Inc. | 25 | $6,192 | 0.01% | 00.0% | 不變 |
| Quarry LP | 24 | $5,944 | 0.00% | +6+33.3% | 加碼 |
| Jones Financial Companies LLLP | 24 | $5,940 | 0.00% | +2+9.1% | 加碼 |
| Vermillion Wealth Management, Inc. | 23 | $5,704 | 0.00% | 00.0% | 不變 |
| Hillsdale Investment Management Inc. | 20 | $4,953 | 0.00% | −5−20.0% | 減碼 |
| JFS Wealth Advisors, LLC | 19 | $4,706 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 19 | $4,706 | 0.00% | 00.0% | 不變 |
| Sterling Capital Management LLC | 18 | $4,458 | 0.00% | 00.0% | 不變 |
| Private Wealth Management Group, LLC | 17 | $4,211 | 0.00% | 00.0% | 不變 |
| Chesapeake Asset Management LLC | 17 | $4,210 | 0.00% | +17 | 新進 |
| Harvest Fund Management Co., Ltd | 17 | $4,000 | 0.00% | −1,998−99.2% | 減碼 |
| Assetmark, Inc | 15 | $3,715 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 15 | $3,715 | 0.00% | +4+36.4% | 加碼 |
| Altshuler Shaham Ltd | 15 | $3,715 | 0.00% | +15 | 新進 |
| Lindbrook Capital, LLC | 13 | $3,220 | 0.00% | +6+85.7% | 加碼 |
| Vermillion & White Wealth Management Group, LLC | 13 | $3,220 | 0.00% | +13 | 新進 |
| SRS Capital Advisors, Inc. | 11 | $2,725 | 0.00% | −57−83.8% | 減碼 |
| Huntington National Bank | 11 | $2,725 | 0.00% | +6+120.0% | 加碼 |
| Bryn Mawr Trust Co | 10 | $2,477 | 0.00% | 00.0% | 不變 |
| Laurel Wealth Advisors LLC | 10 | $2,477 | 0.00% | 00.0% | 不變 |
| Dakota Community Bank & Trust NA | 10 | $2,477 | 0.01% | 00.0% | 不變 |
| Provenance Wealth Advisors, LLC | 9 | $2,229 | 0.00% | 00.0% | 不變 |
| CVA Family Office, LLC | 9 | $2,229 | 0.00% | +6+200.0% | 加碼 |
| Continuum Advisory, LLC | 9 | $2,229 | 0.00% | +6+200.0% | 加碼 |
| Johnson Financial Group, Inc. | 8 | $1,982 | 0.00% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 8 | $1,981 | 0.00% | +3+60.0% | 加碼 |
| TD Private Client Wealth LLC | 8 | $1,981 | 0.00% | +8 | 新進 |
| Glen Eagle Advisors, LLC | 7 | $1,772 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 7 | $1,734 | 0.00% | 00.0% | 不變 |
| Bare Financial Services, Inc | 7 | $1,734 | 0.00% | +7 | 新進 |
| HM Payson & Co | 6 | $1,486 | 0.00% | 00.0% | 不變 |
| UMA Financial Services, Inc. | 6 | $1,486 | 0.00% | +6 | 新進 |
| Stephens Consulting, LLC | 5 | $1,239 | 0.00% | +5 | 新進 |
| Northwestern Mutual Wealth Management Co | 5 | $1,238 | 0.00% | −6−54.5% | 減碼 |
| Hughes Financial Services, LLC | 4 | $1,006 | 0.00% | +4 | 新進 |
| NBC Securities, Inc. | 5 | $1,000 | 0.00% | +5 | 新進 |
| Hantz Financial Services, Inc. | 5 | $1,000 | 0.00% | +5 | 新進 |
| Fortitude Family Office, LLC | 4 | $991 | 0.00% | −6−60.0% | 減碼 |
| Center for Financial Planning, Inc. | 4 | $991 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 4 | $991 | 0.00% | 00.0% | 不變 |
| Clarity Asset Management, Inc. | 4 | $981 | 0.00% | 00.0% | 不變 |
| SBI Securities Co., Ltd. | 3 | $743 | 0.00% | −1−25.0% | 減碼 |
| Cedar Mountain Advisors, LLC | 3 | $743 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 3 | $743 | 0.00% | +3 | 新進 |
| Larson Financial Group LLC | 2 | $495 | 0.00% | 00.0% | 不變 |
| Pineridge Advisors LLC | 1 | $249 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 1 | $248 | 0.00% | 00.0% | 不變 |
| Parkworth Wealth Management, Inc. | 1 | $248 | 0.00% | 00.0% | 不變 |
| Quest Partners LLC | 1 | $248 | 0.00% | +1 | 新進 |
| WealthTrak Capital Management LLC | 1 | $248 | 0.00% | +1 | 新進 |
| HFM Investment Advisors, LLC | 1 | $248 | 0.00% | +1 | 新進 |
| Bay Harbor Wealth Management, LLC | 1 | $247 | 0.00% | +1 | 新進 |
| Lazard Asset Management LLC | 2 | $0 | 0.00% | −171−98.8% | 減碼 |
| Proequities, Inc. | 0 | $0 | 0.00% | −55−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −21,046−100.0% | 清倉 |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −19,979−100.0% | 清倉 |
| EAM Investors, LLC | 0 | $0 | 0.00% | −13,683−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −8,887−100.0% | 清倉 |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −8,377−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −3,449−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −3,200−100.0% | 清倉 |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −3,103−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −2,746−100.0% | 清倉 |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −2,517−100.0% | 清倉 |
| Private Wealth Partners, LLC | 0 | $0 | 0.00% | −2,215−100.0% | 清倉 |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −1,983−100.0% | 清倉 |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −1,757−100.0% | 清倉 |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −1,596−100.0% | 清倉 |
| Precision Wealth Strategies, LLC | 0 | $0 | 0.00% | −1,357−100.0% | 清倉 |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −1,349−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −1,300−100.0% | 清倉 |
| CenterBook Partners LP | 0 | $0 | 0.00% | −970−100.0% | 清倉 |
| Profund Advisors LLC | 0 | $0 | 0.00% | −873−100.0% | 清倉 |
| Bailard, Inc. | 0 | $0 | 0.00% | −868−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −859−100.0% | 清倉 |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −782−100.0% | 清倉 |
| Trust Point Inc. | 0 | $0 | 0.00% | −751−100.0% | 清倉 |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −711−100.0% | 清倉 |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −711−100.0% | 清倉 |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −688−100.0% | 清倉 |
| Sage Rhino Capital LLC | 0 | $0 | 0.00% | −682−100.0% | 清倉 |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −413−100.0% | 清倉 |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −130−100.0% | 清倉 |
| R Squared Ltd | 0 | $0 | 0.00% | −80−100.0% | 清倉 |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| First Pacific Financial | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Putney Financial Group LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Nuveen Asset Management, LLC | – | – | – | – | 本季未申報 |
| Mesirow Institutional Investment Management, Inc. | – | – | – | – | 本季未申報 |
| Vise Technologies, Inc. | – | – | – | – | 本季未申報 |
