| Owl Creek Wealth Partners LLC | 45 | $3.36 萬 | 0.01% | +5+12.5% | 加碼 |
| Carolina Wealth Advisors, LLC | 42 | $3.13 萬 | 0.01% | +14+50.0% | 加碼 |
| Key Financial Inc | 41 | $3.06 萬 | 0.01% | 00.0% | 不變 |
| LRI Investments, LLC | 40 | $2.98 萬 | 0.00% | +15+60.0% | 加碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 36 | $2.68 萬 | 0.01% | +6+20.0% | 加碼 |
| Rothschild Investment LLC | 34 | $2.53 萬 | 0.00% | −5−12.8% | 減碼 |
| Acumen Wealth Advisors, LLC | 33 | $2.46 萬 | 0.01% | −6−15.4% | 減碼 |
| Brown Brothers Harriman & Co | 30 | $2.24 萬 | 0.00% | +14+87.5% | 加碼 |
| Spectrum Wealth Advisory Group, LLC | 30 | $2.24 萬 | 0.01% | +30 | 新進 |
| Zions Bancorporation, National Association | 27 | $2.01 萬 | 0.00% | +15+125.0% | 加碼 |
| MCF Advisors LLC | 26 | $1.94 萬 | 0.00% | −30−53.6% | 減碼 |
| Private Wealth Management Group, LLC | 25 | $1.86 萬 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 24 | $1.79 萬 | 0.00% | +3+14.3% | 加碼 |
| Covestor Ltd | 22 | $1.70 萬 | 0.01% | −1−4.3% | 減碼 |
| Parkside Financial Bank & Trust | 22 | $1.64 萬 | 0.00% | +2+10.0% | 加碼 |
| Strategic Wealth Partners, Ltd. | 22 | $1.64 萬 | 0.00% | 00.0% | 不變 |
| Tema ETFs LLC | 22 | $1.64 萬 | 0.00% | +22 | 新進 |
| Northwestern Mutual Wealth Management Co | 20 | $1.49 萬 | 0.00% | +15+300.0% | 加碼 |
| Essential Partners LLC | 20 | $1.49 萬 | 0.01% | +5+33.3% | 加碼 |
| Wolverine Asset Management LLC | 20 | $1.49 萬 | 0.00% | +20 | 新進 |
| Kemnay Advisory Services Inc. | 18 | $1.34 萬 | 0.00% | −245−93.2% | 減碼 |
| Farmers & Merchants Investments Inc | 18 | $1.34 萬 | 0.00% | −1−5.3% | 減碼 |
| Bogart Wealth, LLC | 18 | $1.34 萬 | 0.00% | +8+80.0% | 加碼 |
| Bell Investment Advisors, Inc | 17 | $1.27 萬 | 0.00% | +1+6.3% | 加碼 |
| SJS Investment Consulting Inc. | 16 | $1.19 萬 | 0.00% | 00.0% | 不變 |
| Strive Financial Group ,LLC | 15 | $1.12 萬 | 0.00% | −5−25.0% | 減碼 |
| International Assets Investment Management, LLC | 15 | $1.06 萬 | 0.00% | +15 | 新進 |
| Avion Wealth | 14 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| High Note Wealth, LLC | 13 | $9,692 | 0.00% | 00.0% | 不變 |
| Richardson Capital Management LLC | 11 | $8,201 | 0.00% | 00.0% | 不變 |
| Cornerstone Financial Management LLC | 11 | $8,201 | 0.01% | 00.0% | 不變 |
| Berkshire Capital Holdings Inc | 10 | $7,456 | 0.00% | 00.0% | 不變 |
| Golden State Wealth Management, LLC | 10 | $7,456 | 0.00% | 00.0% | 不變 |
| JPL Wealth Management, LLC | 10 | $7,456 | 0.00% | 00.0% | 不變 |
| Basecamp Wealth Advisors LLC | 10 | $7,456 | 0.00% | +3+42.9% | 加碼 |
| Westfuller Advisors, LLC | 8 | $5,866 | 0.00% | 00.0% | 不變 |
| First Horizon Corp | 7 | $5,219 | 0.00% | +7 | 新進 |
| National Bank of Canada | 7 | $5,105 | 0.00% | +7 | 新進 |
| Whittier Trust Co of Nevada Inc | 8 | $4,738 | 0.00% | −5−38.5% | 減碼 |
| Manchester Capital Management LLC | 6 | $4,474 | 0.00% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 6 | $4,473 | 0.00% | 00.0% | 不變 |
| Keating Financial Advisory Services, Inc. | 6 | $4,473 | 0.00% | +3+100.0% | 加碼 |
| SHP Wealth Management | 6 | $4,473 | 0.00% | +4+200.0% | 加碼 |
| Hughes Financial Services, LLC | 5 | $3,728 | 0.00% | −2−28.6% | 減碼 |
| Clearstead Advisors, LLC | 5 | $3,728 | 0.00% | 00.0% | 不變 |
| Cromwell Holdings LLC | 5 | $3,728 | 0.00% | +5 | 新進 |
| Cape Investment Advisory, Inc. | 5 | $3,728 | 0.00% | +5 | 新進 |
| True Wealth Design, LLC | 4 | $2,983 | 0.00% | −3−42.9% | 減碼 |
| Sachetta, LLC | 4 | $2,983 | 0.00% | +2+100.0% | 加碼 |
| Prestige Wealth Management Group LLC | 4 | $2,983 | 0.00% | +3+300.0% | 加碼 |
| Private Trust Co NA | 4 | $2,982 | 0.00% | +4 | 新進 |
| Continuum Advisory, LLC | 4 | $2,982 | 0.00% | +4 | 新進 |
| DecisionPoint Financial, LLC | 4 | $2,816 | 0.00% | 00.0% | 不變 |
| Rialto Wealth Management, LLC | 3 | $2,237 | 0.00% | +3 | 新進 |
| UMA Financial Services, Inc. | 2 | $1,492 | 0.00% | −1−33.3% | 減碼 |
| Kilter Group LLC | 2 | $1,492 | 0.00% | −1−33.3% | 減碼 |
| Cedar Mountain Advisors, LLC | 2 | $1,491 | 0.00% | −2−50.0% | 減碼 |
| Harbour Investments, Inc. | 2 | $1,491 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 2 | $1,491 | 0.00% | +2 | 新進 |
| Spire Wealth Management | 2 | $1,491 | 0.00% | +2 | 新進 |
| Ameritas Advisory Services, LLC | 2 | $1,491 | 0.00% | +2 | 新進 |
| Fortitude Family Office, LLC | 2 | $1,491 | 0.00% | +2 | 新進 |
| Dogwood Wealth Management LLC | 2 | $1,491 | 0.00% | +2 | 新進 |
| Ronald Blue Trust, Inc. | 1 | $746 | 0.00% | −51−98.1% | 減碼 |
| Rossby Financial, LCC | 1 | $746 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 1 | $746 | 0.00% | 00.0% | 不變 |
| Mascoma Wealth Management LLC | 1 | $746 | 0.00% | +1 | 新進 |
| Transamerica Financial Advisors, Inc. | 1 | $745 | 0.00% | +1 | 新進 |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −65,762−100.0% | 清倉 |
| No Street GP LP | 0 | $0 | 0.00% | −55,000−100.0% | 清倉 |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −41,170−100.0% | 清倉 |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −10,853−100.0% | 清倉 |
| M & L Capital Management Ltd | 0 | $0 | 0.00% | −9,800−100.0% | 清倉 |
| Blue Jean Financial LLC | 0 | $0 | 0.00% | −5,756−100.0% | 清倉 |
| Andar Capital Management HK Ltd | 0 | $0 | 0.00% | −3,100−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −2,478−100.0% | 清倉 |
| Sierra Summit Advisors LLC | 0 | $0 | 0.00% | −2,225−100.0% | 清倉 |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Congress Asset Management Co | 0 | $0 | 0.00% | −1,593−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,566−100.0% | 清倉 |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −1,361−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,275−100.0% | 清倉 |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −1,111−100.0% | 清倉 |
| QP Wealth Management, LLC | 0 | $0 | 0.00% | −1,096−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −742−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −737−100.0% | 清倉 |
| Abacus Wealth Partners, LLC | 0 | $0 | 0.00% | −724−100.0% | 清倉 |
| SEB Asset Management AB | 0 | $0 | 0.00% | −700−100.0% | 清倉 |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −468−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −211−100.0% | 清倉 |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −135−100.0% | 清倉 |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −128−100.0% | 清倉 |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −42−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −32−100.0% | 清倉 |
| MAI Capital Management | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| Rachor Investment Advisory Services, LLC | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Godfrey Financial Associates, Inc. | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Janus Henderson Group PLC | – | – | – | – | 本季未申報 |
| Journey Strategic Wealth LLC | – | – | – | – | 本季未申報 |
