| Prestige Wealth Management Group LLC | 43 | $1,770 | 0.00% | 00.0% | 不變 |
| Pineridge Advisors LLC | 39 | $1,577 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 37 | $1,504 | 0.00% | −153−80.5% | 減碼 |
| Bay Harbor Wealth Management, LLC | 36 | $1,481 | 0.00% | +1+2.9% | 加碼 |
| Cullen/Frost Bankers, Inc. | 36 | $1,470 | 0.00% | −12−25.0% | 減碼 |
| Larson Financial Group LLC | 36 | $1,463 | 0.00% | −4−10.0% | 減碼 |
| AdvisorNet Financial, Inc | 32 | $1,300 | 0.00% | 00.0% | 不變 |
| TCTC Holdings, LLC | 28 | $1,138 | 0.00% | 00.0% | 不變 |
| Rialto Wealth Management, LLC | 27 | $1,098 | 0.00% | +16+145.5% | 加碼 |
| Kilter Group LLC | 26 | $1,057 | 0.00% | +26 | 新進 |
| Picton Mahoney Asset Management | 24 | $1,000 | 0.00% | −25,861−99.9% | 減碼 |
| UMA Financial Services, Inc. | 24 | $976 | 0.00% | +24 | 新進 |
| Spire Wealth Management | 22 | $894 | 0.00% | 00.0% | 不變 |
| Essential Partners LLC | 16 | $650 | 0.00% | +16 | 新進 |
| Key Financial Inc | 15 | $609 | 0.00% | 00.0% | 不變 |
| DiNuzzo Private Wealth, Inc. | 14 | $569 | 0.00% | +1+7.7% | 加碼 |
| JFS Wealth Advisors, LLC | 11 | $447 | 0.00% | −45−80.4% | 減碼 |
| Twin Peaks Wealth Advisors, LLC | 10 | $427 | 0.00% | +10 | 新進 |
| NewSquare Capital LLC | 10 | $406 | 0.00% | +4+66.7% | 加碼 |
| Principia Wealth Advisory, LLC | 9 | $366 | 0.00% | 00.0% | 不變 |
| Parkworth Wealth Management, Inc. | 9 | $366 | 0.00% | +6+200.0% | 加碼 |
| SJS Investment Consulting Inc. | 7 | $285 | 0.00% | −4−36.4% | 減碼 |
| HFM Investment Advisors, LLC | 3 | $122 | 0.00% | +1+50.0% | 加碼 |
| True Wealth Design, LLC | 1 | $41 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 12 | $0 | 0.00% | 00.0% | 不變 |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −900,561−100.0% | 清倉 |
| Frontier Capital Management Co LLC | 0 | $0 | 0.00% | −314,873−100.0% | 清倉 |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −285,181−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −190,000−100.0% | 清倉 |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −171,012−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −166,080−100.0% | 清倉 |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −85,256−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −74,543−100.0% | 清倉 |
| Dean Investment Associates, LLC | 0 | $0 | 0.00% | −32,898−100.0% | 清倉 |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −26,161−100.0% | 清倉 |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −25,817−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −24,986−100.0% | 清倉 |
| Dean Capital Management | 0 | $0 | 0.00% | −23,170−100.0% | 清倉 |
| WBI Investments | 0 | $0 | 0.00% | −22,276−100.0% | 清倉 |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −17,194−100.0% | 清倉 |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −16,218−100.0% | 清倉 |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −14,996−100.0% | 清倉 |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −14,594−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −12,687−100.0% | 清倉 |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −10,611−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −8,913−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −8,880−100.0% | 清倉 |
| Sivia Capital Partners, LLC | 0 | $0 | 0.00% | −7,848−100.0% | 清倉 |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −7,251−100.0% | 清倉 |
| Infrastructure Capital Advisors, LLC | 0 | $0 | 0.00% | −7,088−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −7,042−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −6,488−100.0% | 清倉 |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −6,196−100.0% | 清倉 |
| Empower Advisory Group, LLC | 0 | $0 | 0.00% | −6,087−100.0% | 清倉 |
| United Services Automobile Association | 0 | $0 | 0.00% | −6,098−100.0% | 清倉 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −5,719−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −5,681−100.0% | 清倉 |
| Meeder Advisory Services, Inc. | 0 | $0 | 0.00% | −5,498−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −5,149−100.0% | 清倉 |
| Shepherd Financial Partners LLC | 0 | $0 | 0.00% | −4,826−100.0% | 清倉 |
| Caitlin John, LLC | 0 | $0 | 0.00% | −4,819−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −4,702−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −4,545−100.0% | 清倉 |
| Ascent Group, LLC | 0 | $0 | 0.00% | −4,539−100.0% | 清倉 |
| Regions Financial Corp | 0 | $0 | 0.00% | −4,529−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −1,666−100.0% | 清倉 |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −1,443−100.0% | 清倉 |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −750−100.0% | 清倉 |
| Wayfinding Financial, LLC | 0 | $0 | 0.00% | −602−100.0% | 清倉 |
| Mather Group, LLC. | 0 | $0 | 0.00% | −564−100.0% | 清倉 |
| Insight Financial Services | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Pittenger & Anderson Inc | 0 | $0 | 0.00% | −175−100.0% | 清倉 |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −94−100.0% | 清倉 |
| Red Tortoise LLC | 0 | $0 | 0.00% | −88−100.0% | 清倉 |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −86−100.0% | 清倉 |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −55−100.0% | 清倉 |
| Synergy Investment Management, LLC | 0 | $0 | 0.00% | −38−100.0% | 清倉 |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −29−100.0% | 清倉 |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Provenance Wealth Advisors, LLC | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| Aventura Private Wealth, LLC | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Bruce G. Allen Investments, LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Glenmede Trust Co NA | – | – | – | – | 本季未申報 |
| Foundry Partners, LLC | – | – | – | – | 本季未申報 |
| Orion Portfolio Solutions, LLC | – | – | – | – | 本季未申報 |
| Lindbrook Capital, LLC | – | – | – | – | 本季未申報 |
