| Assetmark, Inc | 25 | $3,160 | 0.00% | −107−81.1% | 減碼 |
| Parkside Financial Bank & Trust | 24 | $3,034 | 0.00% | −15−38.5% | 減碼 |
| JFS Wealth Advisors, LLC | 24 | $3,034 | 0.00% | +4+20.0% | 加碼 |
| Bogart Wealth, LLC | 20 | $2,528 | 0.00% | 00.0% | 不變 |
| UMA Financial Services, Inc. | 20 | $2,528 | 0.00% | +13+185.7% | 加碼 |
| Westfuller Advisors, LLC | 17 | $2,148 | 0.00% | 00.0% | 不變 |
| Valued Wealth Advisors LLC | 16 | $2,023 | 0.00% | +16 | 新進 |
| Farmers & Merchants Investments Inc | 15 | $1,896 | 0.00% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 14 | $1,769 | 0.00% | −3,958−99.6% | 減碼 |
| Golden State Wealth Management, LLC | 13 | $1,643 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 12 | $1,517 | 0.00% | +4+50.0% | 加碼 |
| CVA Family Office, LLC | 11 | $1,390 | 0.00% | −7−38.9% | 減碼 |
| Plante Moran Financial Advisors, LLC | 11 | $1,390 | 0.00% | +11 | 新進 |
| Godfrey Financial Associates, Inc. | 10 | $1,264 | 0.00% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 9 | $1,203 | 0.00% | −700−98.7% | 減碼 |
| Kingdom Financial Group LLC. | 9 | $1,138 | 0.00% | −20−69.0% | 減碼 |
| Ankerstar Wealth, LLC | 9 | $1,138 | 0.00% | +4+80.0% | 加碼 |
| Action Point Financial Planning, LLC | 10 | $1,136 | 0.00% | +10 | 新進 |
| Fortitude Family Office, LLC | 8 | $1,011 | 0.00% | −4−33.3% | 減碼 |
| Bellevue Asset Management, LLC | 8 | $1,011 | 0.00% | +8 | 新進 |
| Private Wealth Management Group, LLC | 7 | $885 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 7 | $885 | 0.00% | +4+133.3% | 加碼 |
| DiNuzzo Private Wealth, Inc. | 6 | $759 | 0.00% | 00.0% | 不變 |
| Gilpin Wealth Management, LLC | 6 | $759 | 0.00% | +2+50.0% | 加碼 |
| Essential Partners LLC | 6 | $758 | 0.00% | −6−50.0% | 減碼 |
| Hughes Financial Services, LLC | 6 | $758 | 0.00% | −1−14.3% | 減碼 |
| TD Private Client Wealth LLC | 5 | $632 | 0.00% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 4 | $522 | 0.00% | +4 | 新進 |
| Central Trust Co | 4 | $506 | 0.00% | −5−55.6% | 減碼 |
| Creative Capital Management Investments LLC | 4 | $506 | 0.00% | +4 | 新進 |
| Trust Co | 3 | $379 | 0.00% | 00.0% | 不變 |
| WPG Advisers, LLC | 2 | $253 | 0.00% | 00.0% | 不變 |
| HFM Investment Advisors, LLC | 2 | $253 | 0.00% | 00.0% | 不變 |
| Davis Capital Management | 2 | $253 | 0.00% | +2 | 新進 |
| DecisionPoint Financial, LLC | 1 | $134 | 0.00% | −2−66.7% | 減碼 |
| Abound Wealth Management | 1 | $127 | 0.00% | −1−50.0% | 減碼 |
| GHP Investment Advisors, Inc. | 1 | $127 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 1 | $127 | 0.00% | 00.0% | 不變 |
| Rialto Wealth Management, LLC | 1 | $127 | 0.00% | 00.0% | 不變 |
| Bay Harbor Wealth Management, LLC | 1 | $126 | 0.00% | −2−66.7% | 減碼 |
| Stone House Investment Management, LLC | 1 | $126 | 0.00% | 00.0% | 不變 |
| Evolution Advisers, Inc. | 3 | $0 | 0.00% | +3 | 新進 |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −181,634−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −141,838−100.0% | 清倉 |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | −68,090−100.0% | 清倉 |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −45,433−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −24,727−100.0% | 清倉 |
| Alternative Investment Advisors, LLC. | 0 | $0 | 0.00% | −23,753−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −22,584−100.0% | 清倉 |
| South Dakota Investment Council | 0 | $0 | 0.00% | −21,319−100.0% | 清倉 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −20,220−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −19,808−100.0% | 清倉 |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −12,839−100.0% | 清倉 |
| Congress Asset Management Co | 0 | $0 | 0.00% | −12,682−100.0% | 清倉 |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −11,772−100.0% | 清倉 |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −10,500−100.0% | 清倉 |
| Diversify Wealth Management, LLC | 0 | $0 | 0.00% | −8,500−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −5,561−100.0% | 清倉 |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −4,438−100.0% | 清倉 |
| Aviva PLC | 0 | $0 | 0.00% | −3,672−100.0% | 清倉 |
| Abacus Wealth Partners, LLC | 0 | $0 | 0.00% | −3,029−100.0% | 清倉 |
| BCS Private Wealth Management, Inc. | 0 | $0 | 0.00% | −2,870−100.0% | 清倉 |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −2,752−100.0% | 清倉 |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −2,460−100.0% | 清倉 |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −2,316−100.0% | 清倉 |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −2,201−100.0% | 清倉 |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −2,049−100.0% | 清倉 |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| SkyOak Wealth, LLC | 0 | $0 | 0.00% | −1,991−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −902−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −479−100.0% | 清倉 |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −266−100.0% | 清倉 |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −133−100.0% | 清倉 |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −110−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −95−100.0% | 清倉 |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −70−100.0% | 清倉 |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −35−100.0% | 清倉 |
| Atlantic Union Bankshares Corp | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| MAI Capital Management | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −29−100.0% | 清倉 |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −16−100.0% | 清倉 |
| MCF Advisors LLC | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Cornerstone Financial Management LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Janus Henderson Group PLC | – | – | – | – | 本季未申報 |
| Skopos Labs, Inc. | – | – | – | – | 本季未申報 |
| Journey Strategic Wealth LLC | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
| Sunbelt Securities, Inc. | – | – | – | – | 本季未申報 |
