| GW&K Investment Management, LLC | 43 | $8,000 | 0.00% | +43 | 新進 |
| HighMark Wealth Management LLC | 39 | $7,662 | 0.01% | +8+25.8% | 加碼 |
| Abound Wealth Management | 35 | $6,877 | 0.00% | +4+12.9% | 加碼 |
| Red Tortoise LLC | 35 | $6,876 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 34 | $6,679 | 0.00% | +34 | 新進 |
| Sutton Wealth Advisors Inc. | 33 | $6,483 | 0.00% | 00.0% | 不變 |
| Clearview Wealth Advisors LLC | 32 | $6,286 | 0.01% | 00.0% | 不變 |
| Solstein Capital, LLC | 28 | $5,501 | 0.00% | 00.0% | 不變 |
| Nalls Sherbakoff Group, LLC | 27 | $4,795 | 0.00% | 00.0% | 不變 |
| BerganKDV Wealth Management, LLC | 21 | $4,126 | 0.00% | −312−93.7% | 減碼 |
| RFP Financial Group LLC | 21 | $4,125 | 0.00% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 20 | $3,929 | 0.00% | −10−33.3% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 20 | $3,929 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 18 | $3,537 | 0.00% | +1+5.9% | 加碼 |
| Coppell Advisory Solutions LLC | 18 | $3,499 | 0.00% | +18 | 新進 |
| Byrne Asset Management LLC | 14 | $3,000 | 0.00% | −2−12.5% | 減碼 |
| Psagot Value Holdings Ltd. / (Israel) | 13 | $3,000 | 0.00% | +13 | 新進 |
| Lee Financial Co | 14 | $2,752 | 0.00% | +14 | 新進 |
| Disciplined Investments, LLC | 14 | $2,750 | 0.00% | 00.0% | 不變 |
| Gradient Investments LLC | 14 | $2,750 | 0.00% | +14 | 新進 |
| Focused Wealth Management, Inc | 13 | $2,564 | 0.00% | 00.0% | 不變 |
| JDM Financial Group LLC | 13 | $2,554 | 0.00% | +13 | 新進 |
| Impact Partnership Wealth, LLC | 13 | $2,554 | 0.00% | +13 | 新進 |
| ClariVest Asset Management LLC | 8 | $2,000 | 0.00% | −9,621−99.9% | 減碼 |
| SkyView Investment Advisors, LLC | 12 | $2,000 | 0.00% | +6+100.0% | 加碼 |
| Sound Income Strategies, LLC | 10 | $1,965 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 10 | $1,965 | 0.00% | 00.0% | 不變 |
| Caldwell Sutter Capital, Inc. | 10 | $1,965 | 0.00% | +10 | 新進 |
| Canada Pension Plan Investment Board | 10 | $1,964 | 0.00% | −22,401−100.0% | 減碼 |
| Rosenberg Matthew Hamilton | 6 | $1,179 | 0.00% | 00.0% | 不變 |
| Lazard Asset Management LLC | 9 | $1,000 | 0.00% | −5−35.7% | 減碼 |
| Avion Wealth | 9 | $1,000 | 0.00% | +6+200.0% | 加碼 |
| Bollard Group LLC | 5 | $1,000 | 0.00% | +5 | 新進 |
| Capital Analysts, LLC | 5 | $1,000 | 0.00% | +5 | 新進 |
| Zions Bancorporation, N.A. | 5 | $982 | 0.00% | −723−99.3% | 減碼 |
| USA Financial Portformulas Corp | 5 | $982 | 0.00% | 00.0% | 不變 |
| Richard W. Paul & Associates, LLC | 4 | $786 | 0.00% | −6−60.0% | 減碼 |
| True Wealth Design, LLC | 3 | $590 | 0.00% | 00.0% | 不變 |
| NewSquare Capital LLC | 2 | $393 | 0.00% | 00.0% | 不變 |
| Tfo-TDC, LLC | 2 | $393 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 2 | $393 | 0.00% | +2 | 新進 |
| SOA Wealth Advisors, LLC. | 1 | $197 | 0.00% | 00.0% | 不變 |
| Motco | 1 | $196 | 0.00% | −321−99.7% | 減碼 |
| Wharton Business Group, LLC | 0 | $0 | 0.00% | −60,854−100.0% | 清倉 |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −59,800−100.0% | 清倉 |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −48,091−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −45,016−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −38,676−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −33,141−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −21,000−100.0% | 清倉 |
| Financial Advisory Service, Inc. | 0 | $0 | 0.00% | −12,316−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −11,805−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −11,343−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −6,944−100.0% | 清倉 |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −4,112−100.0% | 清倉 |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| Laraway Financial Inc | 0 | $0 | 0.00% | −3,984−100.0% | 清倉 |
| Sterling Manor Financial, LLC | 0 | $0 | 0.00% | −3,812−100.0% | 清倉 |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −3,597−100.0% | 清倉 |
| LGT Fund Management Co Ltd. | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −2,862−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −2,814−100.0% | 清倉 |
| Systematic Financial Management LP | 0 | $0 | 0.00% | −2,740−100.0% | 清倉 |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −41,166−100.0% | 清倉 |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −2,352−100.0% | 清倉 |
| LMR Partners LLP | 0 | $0 | 0.00% | −2,194−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −2,100−100.0% | 清倉 |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −1,915−100.0% | 清倉 |
| Arden Trust Co | 0 | $0 | 0.00% | −1,911−100.0% | 清倉 |
| ING Groep NV | 0 | $0 | 0.00% | −1,783−100.0% | 清倉 |
| Kaizen Financial Strategies | 0 | $0 | 0.00% | −1,750−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,713−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,529−100.0% | 清倉 |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −1,419−100.0% | 清倉 |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −1,300−100.0% | 清倉 |
| Perpetual Ltd | 0 | $0 | 0.00% | −1,242−100.0% | 清倉 |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −1,240−100.0% | 清倉 |
| Lincoln Capital Corp | 0 | $0 | 0.00% | −1,224−100.0% | 清倉 |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −1,016−100.0% | 清倉 |
| Ellevest, Inc. | 0 | $0 | 0.00% | −598−100.0% | 清倉 |
| Old North State Trust, LLC | 0 | $0 | 0.00% | −523−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −428−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −403−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −366−100.0% | 清倉 |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −241−100.0% | 清倉 |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −160−100.0% | 清倉 |
| Edge Capital Group, LLC | 0 | $0 | 0.00% | −121−100.0% | 清倉 |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| Ofi Invest Asset Management | 0 | $0 | 0.00% | −1,437,103−100.0% | 清倉 |
| Schubert & Co | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| Piershale Financial Group, Inc. | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Core Alternative Capital | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Ascendant Capital Management, LLC | – | – | – | – | 本季未申報 |
| Old Port Advisors | – | – | – | – | 本季未申報 |
| Asset Management Corp | – | – | – | – | 本季未申報 |
