| Hemington Wealth Management | 26 | $4,000 | 0.00% | +4+18.2% | 加碼 |
| Garde Capital, Inc. | 20 | $3,817 | 0.00% | 00.0% | 不變 |
| ZRC Wealth Management, LLC | 20 | $3,817 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 20 | $3,816 | 0.00% | 00.0% | 不變 |
| CarsonAllaria Wealth Management, Ltd. | 20 | $3,816 | 0.00% | 00.0% | 不變 |
| Ameliora Wealth Management Ltd. | 20 | $3,816 | 0.00% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 19 | $3,626 | 0.00% | −40−67.8% | 減碼 |
| Advisors Asset Management, Inc. | 17 | $3,244 | 0.00% | +2+13.3% | 加碼 |
| Parkside Financial Bank & Trust | 15 | $2,863 | 0.00% | +2+15.4% | 加碼 |
| First Horizon Advisors, Inc. | 15 | $2,862 | 0.00% | −199−93.0% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15 | $2,862 | 0.00% | 00.0% | 不變 |
| Fortis Group Advisors, LLC | 15 | $2,862 | 0.00% | 00.0% | 不變 |
| St Germain D J Co Inc | 14 | $2,671 | 0.00% | +14 | 新進 |
| Tortoise Investment Management, LLC | 13 | $2,481 | 0.00% | +13 | 新進 |
| WPG Advisers, LLC | 13 | $2,481 | 0.00% | +13 | 新進 |
| EverSource Wealth Advisors, LLC | 11 | $2,099 | 0.00% | +9+450.0% | 加碼 |
| Red Tortoise LLC | 11 | $2,099 | 0.00% | +11 | 新進 |
| NVWM, LLC | 10 | $1,908 | 0.00% | 00.0% | 不變 |
| Golden State Wealth Management, LLC | 10 | $1,908 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 10 | $1,908 | 0.00% | +1+11.1% | 加碼 |
| Bruce G. Allen Investments, LLC | 10 | $1,908 | 0.00% | +10 | 新進 |
| Ritter Daniher Financial Advisory LLC | 8 | $1,527 | 0.00% | 00.0% | 不變 |
| Grove Bank & Trust | 7 | $1,336 | 0.00% | 00.0% | 不變 |
| SBI Securities Co., Ltd. | 6 | $1,145 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 6 | $1,145 | 0.00% | +4+200.0% | 加碼 |
| Twin Peaks Wealth Advisors, LLC | 5 | $1,104 | 0.00% | +5 | 新進 |
| Avion Wealth | 8 | $1,000 | 0.00% | +8 | 新進 |
| CIBC Private Wealth Group, LLC | 5 | $954 | 0.00% | −70−93.3% | 減碼 |
| Independence Bank of Kentucky | 5 | $954 | 0.00% | 00.0% | 不變 |
| Pension & Wealth Management Advisors, Inc. | 5 | $954 | 0.00% | +5 | 新進 |
| UMA Financial Services, Inc. | 4 | $764 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 4 | $764 | 0.00% | +4 | 新進 |
| Kilter Group LLC | 4 | $764 | 0.00% | +4 | 新進 |
| Assetmark, Inc | 4 | $763 | 0.00% | 00.0% | 不變 |
| Rise Advisors, LLC | 3 | $572 | 0.00% | +3 | 新進 |
| GWM Advisors LLC | 2 | $382 | 0.00% | −19−90.5% | 減碼 |
| South State Corp. | 2 | $382 | 0.00% | −6−75.0% | 減碼 |
| Cullen/Frost Bankers, Inc. | 2 | $382 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 1 | $191 | 0.00% | −71−98.6% | 減碼 |
| Raffa Wealth Management, LLC | 1 | $191 | 0.00% | 00.0% | 不變 |
| DHJJ Financial Advisors, Ltd. | 1 | $191 | 0.00% | 00.0% | 不變 |
| Legacy Wealth Managment, LLC | 1 | $191 | 0.00% | 00.0% | 不變 |
| Innovative Advisory Group, LLC | 1 | $191 | 0.00% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 1 | $191 | 0.00% | +1 | 新進 |
| TFC Financial Management | 1 | $191 | 0.00% | +1 | 新進 |
| Stephens Consulting, LLC | 1 | $191 | 0.00% | +1 | 新進 |
| Legacy Investment Solutions, LLC | 1 | $191 | 0.00% | +1 | 新進 |
| HFM Investment Advisors, LLC | 1 | $191 | 0.00% | +1 | 新進 |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −68,693−100.0% | 清倉 |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −20,783−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −11,554−100.0% | 清倉 |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −9,523−100.0% | 清倉 |
| Dean Investment Associates, LLC | 0 | $0 | 0.00% | −5,981−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −5,395−100.0% | 清倉 |
| Omers Administration Corp | 0 | $0 | 0.00% | −5,200−100.0% | 清倉 |
| Norges Bank | 0 | $0 | 0.00% | −4,771−100.0% | 清倉 |
| Dean Capital Management | 0 | $0 | 0.00% | −4,213−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −3,390−100.0% | 清倉 |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −2,654−100.0% | 清倉 |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −1,549−100.0% | 清倉 |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −1,433−100.0% | 清倉 |
| Heartland Advisors Inc | 0 | $0 | 0.00% | −1,372−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,342−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,260−100.0% | 清倉 |
| Stifel Financial Corp | 0 | $0 | 0.00% | −1,219−100.0% | 清倉 |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −1,207−100.0% | 清倉 |
| Xponance, Inc. | 0 | $0 | 0.00% | −1,200−100.0% | 清倉 |
| Bank of Montreal | 0 | $0 | 0.00% | −1,138−100.0% | 清倉 |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −1,014−100.0% | 清倉 |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −974−100.0% | 清倉 |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −962−100.0% | 清倉 |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −960−100.0% | 清倉 |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −956−100.0% | 清倉 |
| Mariner, LLC | 0 | $0 | 0.00% | −933−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −916−100.0% | 清倉 |
| Pine Haven Investment Counsel, Inc | 0 | $0 | 0.00% | −898−100.0% | 清倉 |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −242−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −126−100.0% | 清倉 |
| Riverview Trust Co | 0 | $0 | 0.00% | −78−100.0% | 清倉 |
| Trivant Custom Portfolio Group, LLC | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Studio Investment Management LLC | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| Ruedi Wealth Management, Inc. | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Bessemer Group Inc | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Stonebridge Financial Group, LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Putney Financial Group LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| MV Capital Management, Inc. | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Mather Group, LLC. | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Schechter Investment Advisors, LLC | – | – | – | – | 本季未申報 |
| CAPROCK Group, Inc. | – | – | – | – | 本季未申報 |
| Lindbrook Capital, LLC | – | – | – | – | 本季未申報 |
| Sandy Spring Bank | – | – | – | – | 本季未申報 |
| Pilgrim Partners Asia Pte Ltd | – | – | – | – | 本季未申報 |
