| Geneos Wealth Management Inc. | 89 | $8,210 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 86 | $7,934 | 0.00% | +5+6.2% | 加碼 |
| Eagle Bay Advisors LLC | 78 | $7,196 | 0.00% | +5+6.8% | 加碼 |
| JFS Wealth Advisors, LLC | 72 | $6,642 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 67 | $6,181 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 60 | $6,000 | 0.00% | +60 | 新進 |
| Hemington Wealth Management | 58 | $5,000 | 0.00% | +21+56.8% | 加碼 |
| Carolinas Wealth Consulting LLC | 53 | $4,890 | 0.00% | −8−13.1% | 減碼 |
| Nisa Investment Advisors, LLC | 42 | $3,875 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 41 | $3,782 | 0.00% | +41 | 新進 |
| Raffa Wealth Management, LLC | 34 | $3,137 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 33 | $3,044 | 0.00% | +13+65.0% | 加碼 |
| Fairway Wealth LLC | 30 | $2,768 | 0.00% | +30 | 新進 |
| Fifth Third Bancorp | 29 | $2,675 | 0.00% | +29 | 新進 |
| Proequities, Inc. | 21 | $1,992 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 21 | $1,938 | 0.00% | −4−16.0% | 減碼 |
| Wolff Wiese Magana LLC | 21 | $1,938 | 0.00% | 00.0% | 不變 |
| DiNuzzo Private Wealth, Inc. | 17 | $1,569 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 14 | $1,292 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 14 | $1,292 | 0.00% | +14 | 新進 |
| Global Retirement Partners, LLC | 14 | $1,292 | 0.00% | +14 | 新進 |
| Hollencrest Capital Management | 13 | $1,199 | 0.00% | −13−50.0% | 減碼 |
| Harbour Investments, Inc. | 11 | $1,015 | 0.00% | +11 | 新進 |
| Rakuten Securities, Inc. | 10 | $923 | 0.00% | 00.0% | 不變 |
| Financial Network Wealth Advisors LLC | 9 | $830 | 0.00% | +9 | 新進 |
| UMA Financial Services, Inc. | 8 | $738 | 0.00% | +8 | 新進 |
| GeoWealth Management, LLC | 7 | $646 | 0.00% | −2−22.2% | 減碼 |
| Global Financial Private Client, LLC | 5 | $461 | 0.00% | +5 | 新進 |
| Parkworth Wealth Management, Inc. | 3 | $277 | 0.00% | +3 | 新進 |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | 00.0% | 不變 |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −590,600−100.0% | 清倉 |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −307,889−100.0% | 清倉 |
| Appian Way Asset Management LP | 0 | $0 | 0.00% | −220,307−100.0% | 清倉 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 0 | $0 | 0.00% | −115,941−100.0% | 清倉 |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −60,485−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −41,804−100.0% | 清倉 |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −40,304−100.0% | 清倉 |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −15,744−100.0% | 清倉 |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −10,442−100.0% | 清倉 |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −10,205−100.0% | 清倉 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −9,623−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −8,649−100.0% | 清倉 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | $0 | 0.00% | −8,370−100.0% | 清倉 |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −7,000−100.0% | 清倉 |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −6,464−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −5,762−100.0% | 清倉 |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −5,343−100.0% | 清倉 |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −4,564−100.0% | 清倉 |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −4,313−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −3,409−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,220−100.0% | 清倉 |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −2,752−100.0% | 清倉 |
| Diversified Trust Co | 0 | $0 | 0.00% | −2,689−100.0% | 清倉 |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −2,610−100.0% | 清倉 |
| Zimmermann Investment Management & Planning LLC | 0 | $0 | 0.00% | −2,427−100.0% | 清倉 |
| Landaas & Co | 0 | $0 | 0.00% | −2,417−100.0% | 清倉 |
| Wrapmanager Inc | 0 | $0 | 0.00% | −2,386−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −2,345−100.0% | 清倉 |
| Ingalls & Snyder LLC | 0 | $0 | 0.00% | −2,324−100.0% | 清倉 |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −2,274−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −2,243−100.0% | 清倉 |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −2,171−100.0% | 清倉 |
| Syntegra Private Wealth Group, LLC | 0 | $0 | 0.00% | −2,159−100.0% | 清倉 |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −2,130−100.0% | 清倉 |
| Keel Point, LLC | 0 | $0 | 0.00% | −2,115−100.0% | 清倉 |
| Stephens Inc | 0 | $0 | 0.00% | −2,111−100.0% | 清倉 |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −2,017−100.0% | 清倉 |
| Court Place Advisors, LLC | 0 | $0 | 0.00% | −2,081−100.0% | 清倉 |
| Castleark Management LLC | 0 | $0 | 0.00% | −2,070−100.0% | 清倉 |
| Net Worth Advisory Group | 0 | $0 | 0.00% | −2,063−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −2,014−100.0% | 清倉 |
| Investment Advisory Group, LLC | 0 | $0 | 0.00% | −2,014−100.0% | 清倉 |
| Greenspring Advisors, LLC | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Savant Capital, LLC | 0 | $0 | 0.00% | −1,991−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −1,307−100.0% | 清倉 |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −985−100.0% | 清倉 |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −438−100.0% | 清倉 |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −186−100.0% | 清倉 |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −70−100.0% | 清倉 |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −51−100.0% | 清倉 |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Raymond James & Associates | – | – | – | – | 本季未申報 |
| Eagle Asset Management Inc | – | – | – | – | 本季未申報 |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | 本季未申報 |
| ClariVest Asset Management LLC | – | – | – | – | 本季未申報 |
| Chartwell Investment Partners, LLC | – | – | – | – | 本季未申報 |
| PEAK6 Investments LLC | – | – | – | – | 本季未申報 |
| Abich Financial Wealth Management LLC | – | – | – | – | 本季未申報 |
