| Country Trust Bank | 19 | $3,741 | 0.00% | +19 | 新進 |
| Horizon Investments, LLC | 18 | $3,529 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 17 | $3,348 | 0.00% | 00.0% | 不變 |
| Private Wealth Management Group, LLC | 17 | $3,348 | 0.00% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 16 | $3,150 | 0.00% | 00.0% | 不變 |
| TD Capital Management LLC | 14 | $2,779 | 0.00% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $2,428 | 0.00% | 00.0% | 不變 |
| Ogorek Anthony Joseph | 11 | $2,000 | 0.00% | +11 | 新進 |
| Hollencrest Capital Management | 10 | $1,969 | 0.00% | 00.0% | 不變 |
| Rialto Wealth Management, LLC | 8 | $1,576 | 0.00% | +8 | 新進 |
| Private Wealth Asset Management, LLC | 8 | $1,575 | 0.00% | +8 | 新進 |
| ROSS\JOHNSON & Associates LLC | 8 | $1,575 | 0.03% | +8 | 新進 |
| Asset Dedication, LLC | 7 | $1,379 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 7 | $1,378 | 0.00% | +6+600.0% | 加碼 |
| Abound Wealth Management | 6 | $1,235 | 0.00% | 00.0% | 不變 |
| HM Payson & Co | 6 | $1,182 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 6 | $1,181 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 9 | $1,000 | 0.00% | 00.0% | 不變 |
| Valued Wealth Advisors LLC | 5 | $990 | 0.00% | 00.0% | 不變 |
| Sachetta, LLC | 5 | $985 | 0.00% | −3−37.5% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 5 | $985 | 0.00% | +5 | 新進 |
| Financial Management Professionals, Inc. | 4 | $788 | 0.00% | −67−94.4% | 減碼 |
| Deseret Mutual Benefit Administrators | 4 | $788 | 0.00% | 00.0% | 不變 |
| Parkworth Wealth Management, Inc. | 3 | $591 | 0.00% | 00.0% | 不變 |
| Transce3nd, LLC | 2 | $394 | 0.00% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 2 | $394 | 0.00% | +2 | 新進 |
| HFM Investment Advisors, LLC | 2 | $394 | 0.00% | +2 | 新進 |
| Manchester Capital Management LLC | 1 | $197 | 0.00% | −56−98.2% | 減碼 |
| TFC Financial Management | 1 | $197 | 0.00% | 00.0% | 不變 |
| Cromwell Holdings LLC | 1 | $197 | 0.00% | +1 | 新進 |
| American Capital Advisory, LLC | 1 | $197 | 0.00% | +1 | 新進 |
| Perkins Coie Trust Co | 1 | $196 | 0.00% | +1 | 新進 |
| Proequities, Inc. | 0 | $0 | 0.00% | −4,367−100.0% | 清倉 |
| Junto Capital Management LP | 0 | $0 | 0.00% | −439,256−100.0% | 清倉 |
| Bain Capital Public Equity Management II, LLC | 0 | $0 | 0.00% | −143,735−100.0% | 清倉 |
| Gillson Capital LP | 0 | $0 | 0.00% | −103,221−100.0% | 清倉 |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −100,000−100.0% | 清倉 |
| M&G Plc | 0 | $0 | 0.00% | −56,669−100.0% | 清倉 |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −41,600−100.0% | 清倉 |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −42,335−100.0% | 清倉 |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −34,646−100.0% | 清倉 |
| Cramer Rosenthal McGlynn LLC | 0 | $0 | 0.00% | −33,084−100.0% | 清倉 |
| Bain Capital Public Equity, LP | 0 | $0 | 0.00% | −28,546−100.0% | 清倉 |
| Interval Partners, LP | 0 | $0 | 0.00% | −19,966−100.0% | 清倉 |
| Summit Global Investments | 0 | $0 | 0.00% | −16,491−100.0% | 清倉 |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −15,744−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −8,739−100.0% | 清倉 |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −8,023−100.0% | 清倉 |
| Essential Planning, LLC. | 0 | $0 | 0.00% | −7,605−100.0% | 清倉 |
| Savant Capital, LLC | 0 | $0 | 0.00% | −6,555−100.0% | 清倉 |
| Occidental Asset Management, LLC | 0 | $0 | 0.00% | −6,531−100.0% | 清倉 |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −6,087−100.0% | 清倉 |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −4,973−100.0% | 清倉 |
| Omers Administration Corp | 0 | $0 | 0.00% | −4,600−100.0% | 清倉 |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −4,075−100.0% | 清倉 |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −3,800−100.0% | 清倉 |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −3,521−100.0% | 清倉 |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −2,510−100.0% | 清倉 |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −2,486−100.0% | 清倉 |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −2,454−100.0% | 清倉 |
| Lester Murray Antman dba SimplyRich | 0 | $0 | 0.00% | −2,257−100.0% | 清倉 |
| First Manhattan Co | 0 | $0 | 0.00% | −2,123−100.0% | 清倉 |
| Precision Wealth Strategies, LLC | 0 | $0 | 0.00% | −1,827−100.0% | 清倉 |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −1,663−100.0% | 清倉 |
| Alps Advisors Inc | 0 | $0 | 0.00% | −1,612−100.0% | 清倉 |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −1,358−100.0% | 清倉 |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −1,197−100.0% | 清倉 |
| Fedenia Advisers LLC | 0 | $0 | 0.00% | −1,083−100.0% | 清倉 |
| Schear Investment Advisers, LLC | 0 | $0 | 0.00% | −1,081−100.0% | 清倉 |
| Invst, LLC | 0 | $0 | 0.00% | −1,030−100.0% | 清倉 |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −993−100.0% | 清倉 |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −977−100.0% | 清倉 |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −964−100.0% | 清倉 |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −941−100.0% | 清倉 |
| Avalon Trust Co | 0 | $0 | 0.00% | −462−100.0% | 清倉 |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −326−100.0% | 清倉 |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −141−100.0% | 清倉 |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −125−100.0% | 清倉 |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −92−100.0% | 清倉 |
| FLP Wealth Management, LLC | 0 | $0 | 0.00% | −76−100.0% | 清倉 |
| FPC Investment Advisory, Inc. | 0 | $0 | 0.00% | −69−100.0% | 清倉 |
| Pinnacle Bancorp, Inc. | 0 | $0 | 0.00% | −41−100.0% | 清倉 |
| Hanson & Doremus Investment Management | 0 | $0 | 0.00% | −34−100.0% | 清倉 |
| Operose Advisors LLC | 0 | $0 | 0.00% | −32−100.0% | 清倉 |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| Lee Danner & Bass Inc | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Capital & Planning, LLC | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Old Second National Bank of Aurora | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Principia Wealth Advisory, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Nuveen Asset Management, LLC | – | – | – | – | 本季未申報 |
| WR Wealth Planners, LLC | – | – | – | – | 本季未申報 |
| Natixis Investment Managers International | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
| Wetherby Asset Management Inc | – | – | – | – | 本季未申報 |
| Vise Technologies, Inc. | – | – | – | – | 本季未申報 |