| Signaturefd, LLC | 693 | $12.7 萬 | 0.00% | +136+24.4% | 加碼 |
| Salomon & Ludwin, LLC | 610 | $11.4 萬 | 0.01% | 00.0% | 不變 |
| GAMMA Investing LLC | 578 | $10.6 萬 | 0.00% | +10+1.8% | 加碼 |
| Steigerwald, Gordon & Koch Inc. | 498 | $9.11 萬 | 0.01% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 476 | $8.70 萬 | 0.00% | +180+60.8% | 加碼 |
| McDonald Partners LLC | 408 | $7.47 萬 | 0.02% | +408 | 新進 |
| Sterling Capital Management LLC | 342 | $6.26 萬 | 0.00% | −150−30.5% | 減碼 |
| Covestor Ltd | 316 | $5.80 萬 | 0.03% | +312+7,800.0% | 加碼 |
| Ancora Advisors, LLC | 300 | $5.49 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 282 | $5.16 萬 | 0.00% | −5−1.7% | 減碼 |
| Mechanics Financial Corp | 275 | $5.03 萬 | 0.02% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 271 | $4.96 萬 | 0.00% | +241+803.3% | 加碼 |
| Versant Capital Management, Inc | 262 | $4.79 萬 | 0.00% | +160+156.9% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 236 | $4.32 萬 | 0.00% | +98+71.0% | 加碼 |
| Cullen/Frost Bankers, Inc. | 234 | $4.29 萬 | 0.00% | +32+15.8% | 加碼 |
| Avion Wealth | 221 | $4.00 萬 | 0.01% | +218+7,266.7% | 加碼 |
| Steward Partners Investment Advisory, LLC | 198 | $3.62 萬 | 0.00% | +198 | 新進 |
| Rockefeller Capital Management L.P. | 195 | $3.57 萬 | 0.00% | +35+21.9% | 加碼 |
| Caldwell Trust Co | 166 | $3.04 萬 | 0.00% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 164 | $3.00 萬 | 0.00% | +11+7.2% | 加碼 |
| Massmutual Trust Co FSB | 152 | $2.78 萬 | 0.00% | +109+253.5% | 加碼 |
| Farther Finance Advisors, LLC | 140 | $2.56 萬 | 0.00% | +57+68.7% | 加碼 |
| Harbor Capital Advisors, Inc. | 130 | $2.40 萬 | 0.00% | −25−16.1% | 減碼 |
| EverSource Wealth Advisors, LLC | 124 | $2.27 萬 | 0.00% | −4−3.1% | 減碼 |
| Kemnay Advisory Services Inc. | 118 | $2.16 萬 | 0.00% | +24+25.5% | 加碼 |
| Clearstead Advisors, LLC | 112 | $2.05 萬 | 0.00% | +7+6.7% | 加碼 |
| Vanguard National Trust Co | 110 | $2.01 萬 | 0.00% | +110 | 新進 |
| Los Angeles Capital Management LLC | 92 | $1.68 萬 | 0.00% | −1,560−94.4% | 減碼 |
| Umb Bank N A | 90 | $1.65 萬 | 0.00% | +5+5.9% | 加碼 |
| Frazier Financial Advisors, LLC | 64 | $1.17 萬 | 0.01% | 00.0% | 不變 |
| Parallel Advisors, LLC | 61 | $1.12 萬 | 0.00% | −5−7.6% | 減碼 |
| Central Trust Co | 50 | $9,150 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 37 | $6,771 | 0.00% | +35+1,750.0% | 加碼 |
| Bare Financial Services, Inc | 34 | $6,222 | 0.00% | +3+9.7% | 加碼 |
| Smartleaf Asset Management LLC | 28 | $5,096 | 0.00% | 00.0% | 不變 |
| Keating Financial Advisory Services, Inc. | 27 | $4,941 | 0.00% | 00.0% | 不變 |
| CVA Family Office, LLC | 23 | $4,209 | 0.00% | +4+21.1% | 加碼 |
| Rothschild Investment LLC | 22 | $4,026 | 0.00% | +4+22.2% | 加碼 |
| Continuum Advisory, LLC | 21 | $3,843 | 0.00% | +21 | 新進 |
| IFP Advisors, Inc | 20 | $3,660 | 0.00% | +11+122.2% | 加碼 |
| Cornerstone Financial Management LLC | 17 | $3,111 | 0.00% | +3+21.4% | 加碼 |
| Parkside Financial Bank & Trust | 15 | $2,745 | 0.00% | 00.0% | 不變 |
| Ares Financial Consulting, LLC | 14 | $2,562 | 0.00% | 00.0% | 不變 |
| Signature Equity Partners, LLC | 13 | $2,393 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 10 | $1,830 | 0.00% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 10 | $1,830 | 0.00% | +1+11.1% | 加碼 |
| Essential Partners LLC | 10 | $1,830 | 0.00% | +1+11.1% | 加碼 |
| Action Point Financial Planning, LLC | 11 | $1,830 | 0.00% | +11 | 新進 |
| Farmers & Merchants Investments Inc | 8 | $1,464 | 0.00% | 00.0% | 不變 |
| Kilter Group LLC | 8 | $1,464 | 0.00% | 00.0% | 不變 |
| Ankerstar Wealth, LLC | 7 | $1,281 | 0.00% | 00.0% | 不變 |
| Creative Capital Management Investments LLC | 6 | $1,098 | 0.00% | +6 | 新進 |
| Transamerica Financial Advisors, Inc. | 5 | $928 | 0.00% | +5 | 新進 |
| Rialto Wealth Management, LLC | 5 | $915 | 0.00% | +3+150.0% | 加碼 |
| Bell Investment Advisors, Inc | 4 | $732 | 0.00% | 00.0% | 不變 |
| Hughes Financial Services, LLC | 4 | $732 | 0.00% | +3+300.0% | 加碼 |
| Gilpin Wealth Management, LLC | 3 | $549 | 0.00% | 00.0% | 不變 |
| Trust Co | 3 | $549 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 3 | $549 | 0.00% | +3 | 新進 |
| Bogart Wealth, LLC | 3 | $549 | 0.00% | +3 | 新進 |
| UMA Financial Services, Inc. | 3 | $549 | 0.00% | +3 | 新進 |
| Bay Harbor Wealth Management, LLC | 2 | $366 | 0.00% | +1+100.0% | 加碼 |
| HFM Investment Advisors, LLC | 2 | $366 | 0.00% | +1+100.0% | 加碼 |
| SHP Wealth Management | 2 | $366 | 0.00% | +2 | 新進 |
| DecisionPoint Financial, LLC | 1 | $188 | 0.00% | +1 | 新進 |
| TFC Financial Management | 1 | $183 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 1 | $183 | 0.00% | 00.0% | 不變 |
| DiNuzzo Private Wealth, Inc. | 1 | $183 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 1 | $183 | 0.00% | +1 | 新進 |
| Davis Capital Management | 1 | $183 | 0.00% | +1 | 新進 |
| LRI Investments, LLC | 1 | $183 | 0.00% | +1 | 新進 |
| Larson Financial Group LLC | 0 | $44 | 0.00% | 0 | 不變 |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | 新進 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −23,198−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −16,932−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −8,218−100.0% | 清倉 |
| Numerai GP LLC | 0 | $0 | 0.00% | −5,798−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −4,228−100.0% | 清倉 |
| VARCOV Co. | 0 | $0 | 0.00% | −3,534−100.0% | 清倉 |
| Jackson Wealth Management, LLC | 0 | $0 | 0.00% | −3,384−100.0% | 清倉 |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −2,777−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −2,526−100.0% | 清倉 |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −2,325−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −1,940−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −1,833−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −1,653−100.0% | 清倉 |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −1,407−100.0% | 清倉 |
| MAI Capital Management | 0 | $0 | 0.00% | −690−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −280−100.0% | 清倉 |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −82−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −35−100.0% | 清倉 |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Janus Henderson Group PLC | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
