| Steward Financial Group LLC | 82 | $1.20 萬 | 0.00% | +82 | 新進 |
| First Manhattan Co | 80 | $1.19 萬 | 0.00% | 00.0% | 不變 |
| New Millennium Group LLC | 76 | $1.13 萬 | 0.01% | 00.0% | 不變 |
| GW&K Investment Management, LLC | 77 | $1.10 萬 | 0.00% | +75+3,750.0% | 加碼 |
| Raffa Wealth Management, LLC | 74 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Magellan Asset Management Ltd | 69 | $1.02 萬 | 0.00% | 00.0% | 不變 |
| Tyler-Stone Wealth Management | 68 | $1.00 萬 | 0.01% | +68 | 新進 |
| GHP Investment Advisors, Inc. | 73 | $9,975 | 0.00% | −187−71.9% | 減碼 |
| Core Wealth Advisors, Inc. | 67 | $9,937 | 0.00% | 00.0% | 不變 |
| MV Capital Management, Inc. | 66 | $9,788 | 0.00% | +5+8.2% | 加碼 |
| First Capital Advisors Group, LLC. | 61 | $9,046 | 0.00% | +61 | 新進 |
| Gradient Investments LLC | 58 | $8,601 | 0.00% | −10−14.7% | 減碼 |
| Wolff Wiese Magana LLC | 54 | $8,009 | 0.01% | 00.0% | 不變 |
| Baldwin Brothers Inc | 50 | $7,415 | 0.00% | +50 | 新進 |
| Financial Management Professionals, Inc. | 44 | $7,000 | 0.00% | +22+100.0% | 加碼 |
| CVA Family Office, LLC | 45 | $6,674 | 0.00% | 00.0% | 不變 |
| Pin Oak Investment Advisors Inc | 43 | $6,000 | 0.01% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 36 | $5,339 | 0.00% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 35 | $5,191 | 0.00% | +35 | 新進 |
| Sutton Wealth Advisors Inc. | 34 | $5,042 | 0.00% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 34 | $5,042 | 0.00% | +34 | 新進 |
| Castleview Partners, LLC | 33 | $4,894 | 0.00% | 00.0% | 不變 |
| Proffitt & Goodson Inc | 31 | $4,598 | 0.00% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 30 | $4,449 | 0.00% | −58−65.9% | 減碼 |
| Annapolis Financial Services, LLC | 30 | $4,449 | 0.00% | 00.0% | 不變 |
| Investors Research Corp | 28 | $4,152 | 0.00% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 27 | $4,004 | 0.00% | −3−10.0% | 減碼 |
| Duncker Streett & Co Inc | 26 | $3,856 | 0.00% | +26 | 新進 |
| Anchor Investment Management, LLC | 25 | $3,708 | 0.00% | +25 | 新進 |
| SJS Investment Consulting Inc. | 24 | $3,560 | 0.00% | −3−11.1% | 減碼 |
| Disciplined Investments, LLC | 24 | $3,559 | 0.00% | −1−4.0% | 減碼 |
| Bangor Savings Bank | 22 | $3,263 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 21 | $3,124 | 0.00% | +8+61.5% | 加碼 |
| Avion Wealth | 30 | $3,000 | 0.00% | +12+66.7% | 加碼 |
| Magnolia Capital Management Ltd | 18 | $3,000 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 18 | $2,681 | 0.00% | 00.0% | 不變 |
| Red Tortoise LLC | 17 | $2,521 | 0.00% | 00.0% | 不變 |
| Cherry Tree Wealth Management, LLC | 16 | $2,373 | 0.00% | +16 | 新進 |
| Financial Perspectives, Inc | 15 | $2,183 | 0.00% | 00.0% | 不變 |
| Trifecta Capital Advisors, LLC | 14 | $2,077 | 0.00% | 00.0% | 不變 |
| Ogorek Anthony Joseph | 18 | $2,000 | 0.00% | 00.0% | 不變 |
| Sandy Spring Bank | 11 | $1,631 | 0.00% | +11 | 新進 |
| Plante Moran Financial Advisors, LLC | 9 | $1,335 | 0.00% | +9 | 新進 |
| Jones Financial Companies LLLP | 8 | $1,186 | 0.00% | −43−84.3% | 減碼 |
| Fairfield, Bush & Co. | 8 | $1,186 | 0.00% | +8 | 新進 |
| Highline Wealth Partners LLC | 7 | $1,038 | 0.00% | 00.0% | 不變 |
| Bollard Group LLC | 10 | $1,000 | 0.00% | +10 | 新進 |
| Hollencrest Capital Management | 6 | $890 | 0.00% | 00.0% | 不變 |
| Glass Jacobson Investment Advisors llc | 6 | $890 | 0.00% | +6 | 新進 |
| Northwest Investment Counselors, LLC | 5 | $742 | 0.00% | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 4 | $581 | 0.00% | +4 | 新進 |
| Toth Financial Advisory Corp | 3 | $445 | 0.00% | −6−66.7% | 減碼 |
| Stonebridge Capital Advisors LLC | 3 | $445 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 3 | $445 | 0.00% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $148 | 0.00% | 00.0% | 不變 |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −31,915−100.0% | 清倉 |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −31,711−100.0% | 清倉 |
| Alight Capital Management LP | 0 | $0 | 0.00% | −30,000−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −16,527−100.0% | 清倉 |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −9,220−100.0% | 清倉 |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −7,571−100.0% | 清倉 |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −4,069−100.0% | 清倉 |
| Canandaigua National Bank & Trust Co | 0 | $0 | 0.00% | −3,853−100.0% | 清倉 |
| Sun Life Financial INC | 0 | $0 | 0.00% | −3,713−100.0% | 清倉 |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −3,545−100.0% | 清倉 |
| DRW Securities, LLC | 0 | $0 | 0.00% | −3,534−100.0% | 清倉 |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −3,361−100.0% | 清倉 |
| Brendel Financial Advisors LLC | 0 | $0 | 0.00% | −3,334−100.0% | 清倉 |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −3,250−100.0% | 清倉 |
| Wealth Advisory Solutions, LLC | 0 | $0 | 0.00% | −3,097−100.0% | 清倉 |
| Deuterium Capital Management, LLC | 0 | $0 | 0.00% | −2,754−100.0% | 清倉 |
| Ambassador Advisors, LLC | 0 | $0 | 0.00% | −1,967−100.0% | 清倉 |
| Defined Wealth Management, LLC | 0 | $0 | 0.00% | −1,965−100.0% | 清倉 |
| Zacks Investment Management | 0 | $0 | 0.00% | −1,960−100.0% | 清倉 |
| Nilsine Partners, LLC | 0 | $0 | 0.00% | −1,792−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −1,742−100.0% | 清倉 |
| Sigma Planning Corp | 0 | $0 | 0.00% | −1,672−100.0% | 清倉 |
| Houlihan Financial Resource Group, Ltd. | 0 | $0 | 0.00% | −1,600−100.0% | 清倉 |
| Hoese & Co LLP | 0 | $0 | 0.00% | −1,584−100.0% | 清倉 |
| 1st Source Bank | 0 | $0 | 0.00% | −1,517−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,265−100.0% | 清倉 |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −10,867−100.0% | 清倉 |
| Arlington Partners LLC | 0 | $0 | 0.00% | −615−100.0% | 清倉 |
| Ellevest, Inc. | 0 | $0 | 0.00% | −607−100.0% | 清倉 |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| New Hampshire Trust | 0 | $0 | 0.00% | −480−100.0% | 清倉 |
| Pointe Capital Management LLC | 0 | $0 | 0.00% | −248−100.0% | 清倉 |
| Schubert & Co | 0 | $0 | 0.00% | −120−100.0% | 清倉 |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −80−100.0% | 清倉 |
| Guardian Wealth Management, Inc. | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −33−100.0% | 清倉 |
| Adirondack Trust Co | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| First Financial Corp | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −12,200−100.0% | 清倉 |
| Domani Wealth, LLC | – | – | – | – | 本季未申報 |
| Cerro Pacific Wealth Advisors LLC | – | – | – | – | 本季未申報 |
| Parsec Financial Management, Inc. | – | – | – | – | 本季未申報 |