| Crestwood Advisors Group LLC | 4,553 | $26.6 萬 | 0.00% | +4,553 | 新進 |
| Greenleaf Trust | 4,451 | $26.0 萬 | 0.00% | +4,451 | 新進 |
| Ameriprise Financial Inc | 4,192 | $24.5 萬 | 0.00% | +4,192 | 新進 |
| Wellspring Financial Advisors, LLC | 4,174 | $24.4 萬 | 0.02% | +4,174 | 新進 |
| Ritholtz Wealth Management | 4,083 | $23.9 萬 | 0.00% | +6+0.1% | 加碼 |
| UBS Asset Management Americas Inc | 4,032 | $23.6 萬 | 0.00% | +3,571+774.6% | 加碼 |
| Colony Group, LLC | 3,988 | $23.3 萬 | 0.00% | +3,988 | 新進 |
| Mercer Global Advisors Inc | 3,879 | $22.7 萬 | 0.00% | +3,879 | 新進 |
| Allspring Global Investments Holdings, LLC | 3,793 | $22.2 萬 | 0.00% | +3,793 | 新進 |
| QRG Capital Management, Inc. | 3,741 | $21.9 萬 | 0.00% | +3,741 | 新進 |
| CWM, LLC | 3,691 | $21.6 萬 | 0.00% | +745+25.3% | 加碼 |
| Canopy Partners, LLC | 3,644 | $21.3 萬 | 0.07% | +3,644 | 新進 |
| Miracle Mile Advisors, LLC | 3,580 | $20.9 萬 | 0.00% | +3,580 | 新進 |
| Greenspring Advisors, LLC | 3,550 | $20.8 萬 | 0.01% | +3,550 | 新進 |
| Keybank National Association | 3,427 | $20.0 萬 | 0.00% | +3,427 | 新進 |
| Atlas Capital Advisors LLC | 3,145 | $18.4 萬 | 0.02% | +2,805+825.0% | 加碼 |
| Hantz Financial Services, Inc. | 3,111 | $18.2 萬 | 0.00% | −119−3.7% | 減碼 |
| EverSource Wealth Advisors, LLC | 2,591 | $15.2 萬 | 0.00% | +1,029+65.9% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 2,475 | $14.5 萬 | 0.01% | +366+17.4% | 加碼 |
| JPMorgan Chase & Co | 2,504 | $14.1 萬 | 0.00% | +352+16.4% | 加碼 |
| Allworth Financial LP | 2,299 | $13.4 萬 | 0.00% | +1,192+107.7% | 加碼 |
| Farther Finance Advisors, LLC | 2,178 | $12.8 萬 | 0.00% | +450+26.0% | 加碼 |
| SG Americas Securities, LLC | 1,812 | $10.6 萬 | 0.00% | +1,812 | 新進 |
| CWM Advisors, LLC | 1,600 | $9.36 萬 | 0.01% | −6−0.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 1,482 | $8.67 萬 | 0.00% | −4,048−73.2% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 950 | $5.56 萬 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 926 | $5.41 萬 | 0.00% | −1,493−61.7% | 減碼 |
| Nisa Investment Advisors, LLC | 722 | $4.22 萬 | 0.00% | +690+2,156.3% | 加碼 |
| Simplex Trading, LLC | 608 | $3.56 萬 | 0.00% | +608 | 新進 |
| Founders Capital Management | 600 | $3.51 萬 | 0.02% | 00.0% | 不變 |
| Bruce G. Allen Investments, LLC | 557 | $3.26 萬 | 0.02% | −14−2.5% | 減碼 |
| Public Employees Retirement System of Ohio | 466 | $2.73 萬 | 0.00% | −26,213−98.3% | 減碼 |
| Quantbot Technologies LP | 382 | $2.23 萬 | 0.00% | +382 | 新進 |
| MAI Capital Management | 369 | $2.16 萬 | 0.00% | +285+339.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 338 | $1.98 萬 | 0.00% | +80+31.0% | 加碼 |
| Advisory Services Network, LLC | 332 | $1.94 萬 | 0.00% | +332 | 新進 |
| Larson Financial Group LLC | 316 | $1.85 萬 | 0.00% | +290+1,115.4% | 加碼 |
| Bell Investment Advisors, Inc | 304 | $1.78 萬 | 0.00% | +57+23.1% | 加碼 |
| Parkside Financial Bank & Trust | 263 | $1.54 萬 | 0.00% | +68+34.9% | 加碼 |
| True Wealth Design, LLC | 249 | $1.46 萬 | 0.00% | +59+31.1% | 加碼 |
| Cornerstone Financial Management LLC | 218 | $1.28 萬 | 0.01% | +46+26.7% | 加碼 |
| Brown Brothers Harriman & Co | 205 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 173 | $1.01 萬 | 0.00% | −55−24.1% | 減碼 |
| Assetmark, Inc | 167 | $9,768 | 0.00% | +14+9.2% | 加碼 |
| UMA Financial Services, Inc. | 166 | $9,710 | 0.00% | +48+40.7% | 加碼 |
| North Star Investment Management Corp. | 166 | $9,709 | 0.00% | +44+36.1% | 加碼 |
| Financial Consulate, Inc | 144 | $8,423 | 0.00% | +128+800.0% | 加碼 |
| Bessemer Group Inc | 139 | $8,000 | 0.00% | +139 | 新進 |
| Twin Peaks Wealth Advisors, LLC | 132 | $7,721 | 0.00% | +132 | 新進 |
| Highline Wealth Partners LLC | 131 | $7,662 | 0.00% | +21+19.1% | 加碼 |
| SBI Securities Co., Ltd. | 128 | $7,487 | 0.00% | −3−2.3% | 減碼 |
| SHP Wealth Management | 112 | $6,551 | 0.00% | +112 | 新進 |
| Innovative Asset Advisors Group, LLC | 108 | $6,317 | 0.00% | +108 | 新進 |
| LRI Investments, LLC | 98 | $5,732 | 0.00% | +98 | 新進 |
| WealthCollab, LLC | 90 | $5,265 | 0.00% | +60+200.0% | 加碼 |
| Key Financial Inc | 89 | $5,206 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 69 | $4,036 | 0.00% | +69 | 新進 |
| IFP Advisors, Inc | 60 | $3,509 | 0.00% | +12+25.0% | 加碼 |
| Jones Financial Companies LLLP | 54 | $3,072 | 0.00% | 00.0% | 不變 |
| Root Financial Partners, LLC | 52 | $3,041 | 0.00% | +14+36.8% | 加碼 |
| Raffa Wealth Management, LLC | 52 | $3,041 | 0.00% | +29+126.1% | 加碼 |
| Russell Investments Group, Ltd. | 49 | $2,866 | 0.00% | +28+133.3% | 加碼 |
| Fifth Third Bancorp | 36 | $2,106 | 0.00% | +11+44.0% | 加碼 |
| Mather Group, LLC. | 36 | $2,106 | 0.00% | +36 | 新進 |
| Western Pacific Wealth Management, LP | 21 | $1,228 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 21 | $1,184 | 0.00% | 00.0% | 不變 |
| BFSG, LLC | 20 | $1,170 | 0.00% | 00.0% | 不變 |
| Rossby Financial, LCC | 17 | $997 | 0.00% | +6+54.5% | 加碼 |
| Trust Co | 12 | $702 | 0.00% | 00.0% | 不變 |
| Ares Financial Consulting, LLC | 11 | $645 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 11 | $644 | 0.00% | −9−45.0% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −175,046−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −36,914−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −16,494−100.0% | 清倉 |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −9,119−100.0% | 清倉 |
| Tuttle Tactical Management | 0 | $0 | 0.00% | −8,931−100.0% | 清倉 |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −605−100.0% | 清倉 |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −62−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −53−100.0% | 清倉 |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −42−100.0% | 清倉 |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −28−100.0% | 清倉 |
| Vanguard Group Inc | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
| CIBC Private Wealth Group, LLC | – | – | – | – | 本季未申報 |
