| Pinnacle Wealth Planning Services, Inc. | 787 | $12.0 萬 | 0.01% | +787 | 新進 |
| Signaturefd, LLC | 780 | $11.9 萬 | 0.00% | +59+8.2% | 加碼 |
| Mechanics Financial Corp | 728 | $11.1 萬 | 0.04% | +453+164.7% | 加碼 |
| MAI Capital Management | 688 | $10.5 萬 | 0.00% | −266−27.9% | 減碼 |
| GAMMA Investing LLC | 628 | $9.56 萬 | 0.00% | +74+13.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 525 | $7.99 萬 | 0.00% | +19+3.8% | 加碼 |
| Steigerwald, Gordon & Koch Inc. | 498 | $7.58 萬 | 0.01% | +498 | 新進 |
| Salomon & Ludwin, LLC | 482 | $7.47 萬 | 0.01% | +12+2.6% | 加碼 |
| KBC Group NV | 486 | $7.40 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 433 | $6.60 萬 | 0.00% | +21+5.1% | 加碼 |
| Ancora Advisors, LLC | 300 | $4.57 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 282 | $4.29 萬 | 0.00% | 00.0% | 不變 |
| Danske Bank A/S | 200 | $3.04 萬 | 0.00% | +100+100.0% | 加碼 |
| Cullen/Frost Bankers, Inc. | 178 | $2.72 萬 | 0.00% | +30+20.3% | 加碼 |
| Caldwell Trust Co | 166 | $2.53 萬 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 162 | $2.47 萬 | 0.00% | −69−29.9% | 減碼 |
| Laurel Wealth Advisors LLC | 154 | $2.34 萬 | 0.00% | +154 | 新進 |
| Public Employees Retirement System of Ohio | 146 | $2.22 萬 | 0.00% | +2+1.4% | 加碼 |
| Smartleaf Asset Management LLC | 144 | $2.21 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 141 | $2.15 萬 | 0.00% | −33−19.0% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 102 | $1.60 萬 | 0.00% | +9+9.7% | 加碼 |
| Clearstead Advisors, LLC | 105 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 102 | $1.55 萬 | 0.00% | +91+827.3% | 加碼 |
| Hantz Financial Services, Inc. | 96 | $1.50 萬 | 0.00% | +74+336.4% | 加碼 |
| Umb Bank N A | 84 | $1.28 萬 | 0.00% | +30+55.6% | 加碼 |
| Farther Finance Advisors, LLC | 76 | $1.16 萬 | 0.00% | +15+24.6% | 加碼 |
| Frazier Financial Advisors, LLC | 64 | $9,740 | 0.01% | 00.0% | 不變 |
| Aster Capital Management (DIFC) Ltd | 63 | $9,587 | 0.00% | −66−51.2% | 減碼 |
| Eurizon Capital SGR S.p.A. | 57 | $8,674 | 0.00% | +57 | 新進 |
| Parallel Advisors, LLC | 55 | $8,389 | 0.00% | +1+1.9% | 加碼 |
| Harbor Capital Advisors, Inc. | 55 | $8,000 | 0.00% | −1−1.8% | 減碼 |
| Root Financial Partners, LLC | 51 | $7,761 | 0.00% | +1+2.0% | 加碼 |
| Central Trust Co | 50 | $7,609 | 0.00% | 00.0% | 不變 |
| Quarry LP | 39 | $5,935 | 0.00% | −186−82.7% | 減碼 |
| Steward Partners Investment Advisory, LLC | 38 | $5,783 | 0.00% | +38 | 新進 |
| Fifth Third Bancorp | 34 | $5,174 | 0.00% | +9+36.0% | 加碼 |
| Bare Financial Services, Inc | 34 | $5,174 | 0.00% | +10+41.7% | 加碼 |
| First Horizon Corp | 30 | $4,565 | 0.00% | +30 | 新進 |
| SRS Capital Advisors, Inc. | 24 | $3,653 | 0.00% | −207−89.6% | 減碼 |
| Parkside Financial Bank & Trust | 15 | $2,283 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 15 | $2,283 | 0.00% | 00.0% | 不變 |
| Ares Financial Consulting, LLC | 14 | $2,131 | 0.00% | +14 | 新進 |
| Cornerstone Financial Management LLC | 14 | $2,131 | 0.00% | +14 | 新進 |
| Signature Equity Partners, LLC | 13 | $1,964 | 0.00% | +13 | 新進 |
| Sound Income Strategies, LLC | 11 | $1,804 | 0.00% | +11 | 新進 |
| IFP Advisors, Inc | 11 | $1,674 | 0.00% | −1−8.3% | 減碼 |
| Massmutual Trust Co FSB | 11 | $1,674 | 0.00% | 00.0% | 不變 |
| Essential Partners LLC | 9 | $1,370 | 0.00% | −1−10.0% | 減碼 |
| Farmers & Merchants Investments Inc | 9 | $1,370 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 8 | $1,218 | 0.00% | +3+60.0% | 加碼 |
| Kilter Group LLC | 8 | $1,218 | 0.00% | +8 | 新進 |
| Ankerstar Wealth, LLC | 7 | $1,065 | 0.00% | +7 | 新進 |
| Keating Financial Advisory Services, Inc. | 7 | $1,065 | 0.00% | +7 | 新進 |
| Fortitude Family Office, LLC | 5 | $761 | 0.00% | +1+25.0% | 加碼 |
| True Wealth Design, LLC | 4 | $609 | 0.00% | −1−20.0% | 減碼 |
| Bell Investment Advisors, Inc | 4 | $609 | 0.00% | 00.0% | 不變 |
| CVA Family Office, LLC | 4 | $609 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 4 | $609 | 0.00% | +4 | 新進 |
| Flagship Harbor Advisors, LLC | 3 | $463 | 0.00% | +3 | 新進 |
| Trust Co | 3 | $457 | 0.00% | +3 | 新進 |
| SJS Investment Consulting Inc. | 2 | $305 | 0.00% | 00.0% | 不變 |
| Rialto Wealth Management, LLC | 2 | $305 | 0.00% | +1+100.0% | 加碼 |
| DiNuzzo Private Wealth, Inc. | 1 | $153 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 1 | $153 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 1 | $153 | 0.00% | 00.0% | 不變 |
| HFM Investment Advisors, LLC | 1 | $153 | 0.00% | 00.0% | 不變 |
| Bay Harbor Wealth Management, LLC | 1 | $152 | 0.00% | 00.0% | 不變 |
| Caitong International Asset Management Co., Ltd | 1 | $152 | 0.00% | +1 | 新進 |
| Larson Financial Group LLC | 0 | $37 | 0.00% | 0 | 不變 |
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 3 | $0 | 0.00% | +3 | 新進 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −19,305−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −11,467−100.0% | 清倉 |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −5,250−100.0% | 清倉 |
| Arbor Investment Advisors, LLC | 0 | $0 | 0.00% | −4,092−100.0% | 清倉 |
| McCarthy & Cox | 0 | $0 | 0.00% | −2,336−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −1,441−100.0% | 清倉 |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −1,435−100.0% | 清倉 |
| Meridian Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,310−100.0% | 清倉 |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −1,305−100.0% | 清倉 |
| Everhart Financial Group, Inc. | 0 | $0 | 0.00% | −1,250−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,101−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| CIBC Bancorp USA Inc. | – | – | – | – | 本季未申報 |
| Hemington Wealth Management | – | – | – | – | 本季未申報 |
