| Massmutual Trust Co FSB | 130 | $1.13 萬 | 0.00% | +19+17.1% | 加碼 |
| Buck Wealth Strategies, LLC | 130 | $1.13 萬 | 0.00% | +130 | 新進 |
| Bare Financial Services, Inc | 122 | $1.06 萬 | 0.00% | +20+19.6% | 加碼 |
| Parkside Financial Bank & Trust | 104 | $9,022 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 103 | $8,936 | 0.00% | −1−1.0% | 減碼 |
| Caitlin John, LLC | 100 | $8,717 | 0.00% | 00.0% | 不變 |
| WPG Advisers, LLC | 100 | $8,675 | 0.01% | +38+61.3% | 加碼 |
| Parallel Advisors, LLC | 86 | $7,461 | 0.00% | +29+50.9% | 加碼 |
| CVA Family Office, LLC | 83 | $7,200 | 0.00% | +55+196.4% | 加碼 |
| SJS Investment Consulting Inc. | 80 | $6,940 | 0.00% | +53+196.3% | 加碼 |
| Financial Network Wealth Advisors LLC | 74 | $6,420 | 0.01% | −21−22.1% | 減碼 |
| Ameriflex Group, Inc. | 70 | $6,073 | 0.00% | +70 | 新進 |
| Assetmark, Inc | 63 | $5,465 | 0.00% | −3−4.5% | 減碼 |
| MCF Advisors LLC | 57 | $4,945 | 0.00% | +57 | 新進 |
| Purpose Unlimited Inc. | 50 | $4,413 | 0.00% | +50 | 新進 |
| JDM Financial Group LLC | 50 | $4,338 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 49 | $4,251 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 46 | $3,991 | 0.00% | +4+9.5% | 加碼 |
| Bell Investment Advisors, Inc | 43 | $3,731 | 0.00% | 00.0% | 不變 |
| Quarry LP | 40 | $3,470 | 0.00% | −13−24.5% | 減碼 |
| Fortitude Family Office, LLC | 38 | $3,297 | 0.00% | +2+5.6% | 加碼 |
| Atlantic Edge Private Wealth Management, LLC | 34 | $2,950 | 0.00% | 00.0% | 不變 |
| Albion Financial Group | 33 | $2,863 | 0.00% | −21−38.9% | 減碼 |
| Silver Grove Financial Group, Inc. | 32 | $2,778 | 0.00% | +32 | 新進 |
| Action Point Financial Planning, LLC | 32 | $2,604 | 0.00% | +32 | 新進 |
| Brown, Lisle/Cummings, Inc. | 29 | $2,516 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 28 | $2,429 | 0.00% | 00.0% | 不變 |
| Wealth Enhancement Trust Services, Inc. | 27 | $2,342 | 0.00% | +27 | 新進 |
| Basecamp Wealth Advisors LLC | 26 | $2,256 | 0.00% | +17+188.9% | 加碼 |
| Sunrise Financial Services, LLC | 25 | $2,169 | 0.00% | 00.0% | 不變 |
| Rialto Wealth Management, LLC | 24 | $2,082 | 0.00% | +9+60.0% | 加碼 |
| CoreCap Advisors, LLC | 24 | $2,082 | 0.00% | +24 | 新進 |
| FWL Investment Management, LLC | 19 | $1,648 | 0.00% | +19 | 新進 |
| Creative Capital Management Investments LLC | 16 | $1,388 | 0.00% | +16 | 新進 |
| Stone House Investment Management, LLC | 15 | $1,301 | 0.00% | 00.0% | 不變 |
| SBI Securities Co., Ltd. | 12 | $1,041 | 0.00% | 00.0% | 不變 |
| DiNuzzo Private Wealth, Inc. | 12 | $1,041 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 12 | $1,041 | 0.00% | +12 | 新進 |
| Bay Harbor Wealth Management, LLC | 10 | $868 | 0.00% | +2+25.0% | 加碼 |
| HFM Investment Advisors, LLC | 9 | $781 | 0.00% | +4+80.0% | 加碼 |
| Gilpin Wealth Management, LLC | 8 | $694 | 0.00% | −3−27.3% | 減碼 |
| Ankerstar Wealth, LLC | 8 | $694 | 0.00% | 00.0% | 不變 |
| Kilter Group LLC | 8 | $694 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 7 | $607 | 0.00% | +7 | 新進 |
| LRI Investments, LLC | 6 | $521 | 0.00% | +6 | 新進 |
| JPL Wealth Management, LLC | 5 | $434 | 0.00% | +5 | 新進 |
| Transamerica Financial Advisors, Inc. | 4 | $347 | 0.00% | 00.0% | 不變 |
| Davis Capital Management | 3 | $260 | 0.00% | +3 | 新進 |
| Hughes Financial Services, LLC | 2 | $174 | 0.00% | +2 | 新進 |
| Dunhill Financial, LLC | 1 | $97 | 0.00% | 00.0% | 不變 |
| DecisionPoint Financial, LLC | 1 | $89 | 0.00% | +1 | 新進 |
| GHP Investment Advisors, Inc. | 1 | $87 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 1 | $87 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 1 | $87 | 0.00% | +1 | 新進 |
| Maryland Capital Advisors Inc. | 1 | $87 | 0.00% | +1 | 新進 |
| Cullen/Frost Bankers, Inc. | 0 | $3 | 0.00% | 0 | 不變 |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | 新進 |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −233,777−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −205,157−100.0% | 清倉 |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −79,906−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −34,400−100.0% | 清倉 |
| Elizabeth Park Capital Advisors, Ltd. | 0 | $0 | 0.00% | −34,000−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −29,010−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −23,646−100.0% | 清倉 |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −16,599−100.0% | 清倉 |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −14,437−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −10,768−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −10,681−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −10,326−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −10,064−100.0% | 清倉 |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −10,025−100.0% | 清倉 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −8,337−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −7,321−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,022−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −5,819−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −5,702−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,751−100.0% | 清倉 |
| GTS Securities LLC | 0 | $0 | 0.00% | −4,424−100.0% | 清倉 |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −3,253−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −3,331−100.0% | 清倉 |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −2,947−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,575−100.0% | 清倉 |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −360−100.0% | 清倉 |
| MAI Capital Management | 0 | $0 | 0.00% | −252−100.0% | 清倉 |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −240−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −148−100.0% | 清倉 |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −103−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Godfrey Financial Associates, Inc. | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Janus Henderson Group PLC | – | – | – | – | 本季未申報 |
| Gibbs Wealth Management | – | – | – | – | 本季未申報 |
| Journey Strategic Wealth LLC | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
