| Glass Jacobson Investment Advisors llc | 40 | $707 | 0.00% | +40 | 新進 |
| North Star Investment Management Corp. | 40 | $706 | 0.00% | 00.0% | 不變 |
| Beacon Capital Management, Inc. | 40 | $706 | 0.00% | 00.0% | 不變 |
| Aspire Private Capital, LLC | 40 | $706 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 37 | $653 | 0.00% | −161−81.3% | 減碼 |
| Larson Financial Group LLC | 36 | $636 | 0.00% | 00.0% | 不變 |
| Lee Financial Co | 33 | $583 | 0.00% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 32 | $565 | 0.00% | 00.0% | 不變 |
| HM Payson & Co | 31 | $548 | 0.00% | −158−83.6% | 減碼 |
| SJS Investment Consulting Inc. | 31 | $548 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 28 | $495 | 0.00% | 00.0% | 不變 |
| Disciplined Investments, LLC | 27 | $477 | 0.00% | −4−12.9% | 減碼 |
| WealthPLAN Partners, LLC | 27 | $477 | 0.00% | 00.0% | 不變 |
| Manitou Investment Management Ltd. | 27 | $477 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 25 | $442 | 0.00% | 00.0% | 不變 |
| WR Wealth Planners, LLC | 25 | $442 | 0.00% | 00.0% | 不變 |
| Spotlight Asset Group, Inc. | 25 | $442 | 0.00% | +25 | 新進 |
| Riggs Asset Managment Co. Inc. | 24 | $424 | 0.00% | 00.0% | 不變 |
| Cassady Schiller Wealth Management, LLC | 24 | $424 | 0.00% | 00.0% | 不變 |
| St Germain D J Co Inc | 24 | $424 | 0.00% | +24 | 新進 |
| Abound Wealth Management | 21 | $371 | 0.00% | +21 | 新進 |
| Nalls Sherbakoff Group, LLC | 23 | $369 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 12 | $348 | 0.00% | −51−81.0% | 減碼 |
| Cape Investment Advisory, Inc. | 18 | $318 | 0.00% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 17 | $301 | 0.00% | 00.0% | 不變 |
| West Branch Capital LLC | 17 | $301 | 0.00% | 00.0% | 不變 |
| Credit Agricole S A | 17 | $300 | 0.00% | 00.0% | 不變 |
| Bokf, NA | 16 | $283 | 0.00% | −505−96.9% | 減碼 |
| SOA Wealth Advisors, LLC. | 16 | $283 | 0.00% | −28−63.6% | 減碼 |
| Montag A & Associates Inc | 16 | $283 | 0.00% | 00.0% | 不變 |
| First Command Bank | 16 | $283 | 0.00% | 00.0% | 不變 |
| First Command Financial Services, Inc. | 16 | $283 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 16 | $283 | 0.00% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 16 | $283 | 0.00% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 16 | $283 | 0.00% | 00.0% | 不變 |
| Peoples Financial Services Corp. | 16 | $282 | 0.00% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 14 | $247 | 0.00% | 00.0% | 不變 |
| Richard W. Paul & Associates, LLC | 13 | $230 | 0.00% | 00.0% | 不變 |
| Chilton Capital Management LLC | 12 | $212 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 10 | $177 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 10 | $177 | 0.00% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 9 | $159 | 0.00% | −4−30.8% | 減碼 |
| Global Financial Private Client, LLC | 8 | $140 | 0.00% | −1−11.1% | 減碼 |
| FinTrust Capital Advisors, LLC | 7 | $116 | 0.00% | 00.0% | 不變 |
| West Financial Advisors, LLC | 5 | $89 | 0.00% | +5 | 新進 |
| Focused Wealth Management, Inc | 5 | $88 | 0.00% | 00.0% | 不變 |
| Sutton Wealth Advisors Inc. | 2 | $35 | 0.00% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 2 | $35 | 0.00% | +2 | 新進 |
| American National Bank | 1 | $18 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 1 | $18 | 0.00% | 00.0% | 不變 |
| Colonial Trust Co | 1 | $18 | 0.00% | 00.0% | 不變 |
| Financial Freedom, LLC | 1 | $18 | 0.00% | 00.0% | 不變 |
| Toronto Dominion Bank | 5 | $0 | 0.00% | 00.0% | 不變 |
| Asset Dedication, LLC | 27 | $0 | 0.00% | 00.0% | 不變 |
| Bollard Group LLC | 16 | $0 | 0.00% | 00.0% | 不變 |
| Front Row Advisors LLC | 16 | $0 | 0.00% | 00.0% | 不變 |
| Psagot Value Holdings Ltd. / (Israel) | 2 | $0 | 0.00% | 00.0% | 不變 |
| Coston, McIsaac & Partners | 8 | $0 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 107,387 | $0 | 0.00% | +107,387 | 新進 |
| Capital International Investors | 0 | $0 | 0.00% | −2,105,064−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −310,782−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −112,454−100.0% | 清倉 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −49,835−100.0% | 清倉 |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −48,883−100.0% | 清倉 |
| TD Asset Management Inc | 0 | $0 | 0.00% | −44,200−100.0% | 清倉 |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −40,672−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −26,266−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −24,416−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −21,787−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −21,462−100.0% | 清倉 |
| Versor Investments LP | 0 | $0 | 0.00% | −21,000−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −15,133−100.0% | 清倉 |
| Bailard, Inc. | 0 | $0 | 0.00% | −14,600−100.0% | 清倉 |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −13,400−100.0% | 清倉 |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −12,666−100.0% | 清倉 |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −10,698−100.0% | 清倉 |
| Ethic Inc. | 0 | $0 | 0.00% | −10,355−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −7,016−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −3,952−100.0% | 清倉 |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −3,503−100.0% | 清倉 |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −2,973−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −2,897−100.0% | 清倉 |
| Ellevest, Inc. | 0 | $0 | 0.00% | −2,051−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −716−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −275−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −249−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −179−100.0% | 清倉 |
| Cary Street Partners Asset Management LLC | 0 | $0 | 0.00% | −121−100.0% | 清倉 |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −123−100.0% | 清倉 |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −82−100.0% | 清倉 |
| Schubert & Co | 0 | $0 | 0.00% | −73−100.0% | 清倉 |
| Carmichael Hill & Associates, Inc. | 0 | $0 | 0.00% | −54−100.0% | 清倉 |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −28−100.0% | 清倉 |
| Albion Financial Group | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Accel Wealth Management | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | 本季未申報 |
| Clear Perspectives Financial Planning, LLC | – | – | – | – | 本季未申報 |
