| Compass Wealth Management LLC | 240 | $3.19 萬 | 0.01% | 00.0% | 不變 |
| Gladius Capital Management LP | 214 | $2.85 萬 | 0.02% | −57−21.0% | 減碼 |
| Eagle Bay Advisors LLC | 200 | $2.66 萬 | 0.02% | −1−0.5% | 減碼 |
| Ronald Blue Trust, Inc. | 182 | $2.50 萬 | 0.00% | +182 | 新進 |
| Park Place Capital Corp | 182 | $2.42 萬 | 0.01% | 00.0% | 不變 |
| LGT Financial Advisors LLC | 179 | $2.38 萬 | 0.03% | 00.0% | 不變 |
| Creative Financial Designs Inc | 169 | $2.26 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 145 | $2.03 萬 | 0.00% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 130 | $1.73 萬 | 0.00% | 00.0% | 不變 |
| Smithfield Trust Co | 125 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 126 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 126 | $1.67 萬 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 122 | $1.63 萬 | 0.00% | −1−0.8% | 減碼 |
| Principal Securities, Inc. | 104 | $1.38 萬 | 0.00% | +104 | 新進 |
| Massmutual Trust Co FSB | 82 | $1.09 萬 | 0.00% | +1+1.2% | 加碼 |
| Scarborough Advisors, LLC | 82 | $1.09 萬 | 0.00% | +82 | 新進 |
| Larson Financial Group LLC | 74 | $9,851 | 0.00% | 00.0% | 不變 |
| Quarry LP | 70 | $9,318 | 0.00% | +70 | 新進 |
| TD Waterhouse Canada Inc. | 65 | $8,818 | 0.00% | 00.0% | 不變 |
| Rocky Mountain Advisers, LLC | 66 | $8,786 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 65 | $8,653 | 0.00% | −45−40.9% | 減碼 |
| Versant Capital Management, Inc | 62 | $8,253 | 0.00% | −10−13.9% | 減碼 |
| Bessemer Group Inc | 63 | $8,000 | 0.00% | −750−92.3% | 減碼 |
| Lindbrook Capital, LLC | 58 | $7,721 | 0.00% | +20+52.6% | 加碼 |
| CNB Bank | 55 | $7,322 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 54 | $7,000 | 0.00% | +54 | 新進 |
| IFP Advisors, Inc | 46 | $6,128 | 0.00% | −15−24.6% | 減碼 |
| TD Private Client Wealth LLC | 44 | $5,857 | 0.00% | 00.0% | 不變 |
| Institutional & Family Asset Management, LLC | 38 | $5,059 | 0.00% | 00.0% | 不變 |
| Quent Capital, LLC | 38 | $5,059 | 0.00% | 00.0% | 不變 |
| C M Bidwell & Associates Ltd | 37 | $4,925 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 36 | $4,793 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 33 | $4,393 | 0.00% | +1+3.1% | 加碼 |
| Bogart Wealth, LLC | 31 | $4,127 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 30 | $4,012 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 30 | $3,994 | 0.00% | −35−53.8% | 減碼 |
| Glassman Wealth Services | 25 | $3,328 | 0.00% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 23 | $3,106 | 0.00% | 00.0% | 不變 |
| VitalStone Financial, LLC | 19 | $3,000 | 0.00% | +1+5.6% | 加碼 |
| Loomis Sayles & Co L P | 19 | $3,000 | 0.00% | +19 | 新進 |
| Jones Financial Companies LLLP | 22 | $2,929 | 0.00% | +22 | 新進 |
| Arlington Trust Co LLC | 18 | $2,396 | 0.00% | −61−77.2% | 減碼 |
| Farmers & Merchants Investments Inc | 17 | $2,263 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 16 | $2,130 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 16 | $2,130 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 16 | $2,130 | 0.00% | +16 | 新進 |
| Coppell Advisory Solutions LLC | 12 | $1,597 | 0.00% | +12 | 新進 |
| Frazier Financial Advisors, LLC | 10 | $1,332 | 0.00% | +10 | 新進 |
| Financial Management Professionals, Inc. | 7 | $1,000 | 0.00% | 00.0% | 不變 |
| Impact Partnership Wealth, LLC | 7 | $932 | 0.00% | −927−99.3% | 減碼 |
| DiNuzzo Private Wealth, Inc. | 7 | $932 | 0.00% | +7 | 新進 |
| First Horizon Advisors, Inc. | 5 | $666 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 3 | $399 | 0.00% | +3 | 新進 |
| Tfo-TDC, LLC | 2 | $266 | 0.00% | 00.0% | 不變 |
| PSI Advisors, LLC | 1 | $133 | 0.00% | 00.0% | 不變 |
| Foster Dykema Cabot & Partners, LLC | 1 | $133 | 0.00% | +1 | 新進 |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | 不變 |
| HRT Financial LP | 0 | $0 | 0.00% | −46,514−100.0% | 清倉 |
| Franklin Resources Inc | 0 | $0 | 0.00% | −32,375−100.0% | 清倉 |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −30,045−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −13,303−100.0% | 清倉 |
| Duality Advisers, LP | 0 | $0 | 0.00% | −11,556−100.0% | 清倉 |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −9,542−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,181−100.0% | 清倉 |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −5,925−100.0% | 清倉 |
| Csenge Advisory Group | 0 | $0 | 0.00% | −4,158−100.0% | 清倉 |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −4,107−100.0% | 清倉 |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −3,997−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −3,396−100.0% | 清倉 |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −3,030−100.0% | 清倉 |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −3,017−100.0% | 清倉 |
| LMR Partners LLP | 0 | $0 | 0.00% | −3,004−100.0% | 清倉 |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −2,404−100.0% | 清倉 |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −1,936−100.0% | 清倉 |
| Summit Global Investments | 0 | $0 | 0.00% | −1,939−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −1,892−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −1,618−100.0% | 清倉 |
| Measured Wealth Private Client Group, LLC | 0 | $0 | 0.00% | −1,598−100.0% | 清倉 |
| Kolinsky Wealth Management, LLC | 0 | $0 | 0.00% | −1,574−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,525−100.0% | 清倉 |
| First Financial Bank - Trust Division | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| AXS Investments LLC | 0 | $0 | 0.00% | −490−100.0% | 清倉 |
| Riverview Trust Co | 0 | $0 | 0.00% | −293−100.0% | 清倉 |
| ORG Partners LLC | 0 | $0 | 0.00% | −283−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −220−100.0% | 清倉 |
| Arlington Partners LLC | 0 | $0 | 0.00% | −79−100.0% | 清倉 |
| Acima Private Wealth, LLC | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| Bollard Group LLC | 0 | $0 | 0.00% | −53−100.0% | 清倉 |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −38−100.0% | 清倉 |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −24−100.0% | 清倉 |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| Authentikos Wealth Advisory, LLC | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Avion Wealth | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Karani Asset Management LLC | – | – | – | – | 本季未申報 |
| First Republic Investment Management, Inc. | – | – | – | – | 本季未申報 |
| Advisor Partners II, LLC | – | – | – | – | 本季未申報 |
| KB Financial Partners, LLC | – | – | – | – | 本季未申報 |
| Pathstone Family Office, LLC | – | – | – | – | 本季未申報 |
