| Flputnam Investment Management Co | 13,124 | $31.2 萬 | 0.01% | +1,053+8.7% | 加碼 |
| Integrated Wealth Concepts LLC | 12,993 | $30.9 萬 | 0.00% | +12,993 | 新進 |
| First Affirmative Financial Network | 11,617 | $27.6 萬 | 0.15% | +1,188+11.4% | 加碼 |
| Saturna Capital CORP | 11,000 | $26.1 萬 | 0.00% | 00.0% | 不變 |
| Chicago Trust Co NA | 10,632 | $25.3 萬 | 0.04% | +10,632 | 新進 |
| TD Private Client Wealth LLC | 10,612 | $25.2 萬 | 0.01% | +207+2.0% | 加碼 |
| Shelton Capital Management | 10,068 | $23.9 萬 | 0.01% | +10,068 | 新進 |
| Cerity Partners LLC | 10,001 | $23.8 萬 | 0.00% | +10,001 | 新進 |
| Advisors Asset Management, Inc. | 9,955 | $23.7 萬 | 0.00% | +9,955 | 新進 |
| Aprio Wealth Management, LLC | 9,728 | $23.1 萬 | 0.04% | +9,728 | 新進 |
| TownSquare Capital, LLC | 9,295 | $22.1 萬 | 0.00% | +9,295 | 新進 |
| Barometer Capital Management Inc. | 9,200 | $21.9 萬 | 0.06% | 00.0% | 不變 |
| Qtron Investments LLC | 9,123 | $21.7 萬 | 0.03% | +9,123 | 新進 |
| TD Asset Management Inc | 8,781 | $21.4 萬 | 0.00% | +8,781 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 8,607 | $20.5 萬 | 0.00% | +8,607 | 新進 |
| PDS Planning, Inc | 8,435 | $20.1 萬 | 0.02% | +8,435 | 新進 |
| D'Orazio & Associates, Inc. | 8,433 | $20.0 萬 | 0.03% | +8,433 | 新進 |
| Bessemer Group Inc | 6,209 | $14.8 萬 | 0.00% | 00.0% | 不變 |
| Lazard Asset Management LLC | 6,108 | $14.5 萬 | 0.00% | 00.0% | 不變 |
| WealthCollab, LLC | 5,478 | $13.0 萬 | 0.09% | +813+17.4% | 加碼 |
| Quadrant Capital Group LLC | 5,033 | $12.0 萬 | 0.01% | −47−0.9% | 減碼 |
| Advisor Group Holdings, Inc. | 4,673 | $11.1 萬 | 0.00% | +1,485+46.6% | 加碼 |
| EverSource Wealth Advisors, LLC | 4,232 | $10.1 萬 | 0.01% | +898+26.9% | 加碼 |
| Baldwin Brothers Inc | 3,902 | $9.28 萬 | 0.01% | +3,902 | 新進 |
| CWM, LLC | 3,802 | $9.00 萬 | 0.00% | +288+8.2% | 加碼 |
| Global Retirement Partners, LLC | 3,261 | $7.75 萬 | 0.00% | +1,798+122.9% | 加碼 |
| Assetmark, Inc | 2,949 | $7.01 萬 | 0.00% | +1,078+57.6% | 加碼 |
| Park Circle Co | 2,800 | $6.66 萬 | 0.06% | 00.0% | 不變 |
| UBS Group AG | 2,536 | $6.03 萬 | 0.00% | −187−6.9% | 減碼 |
| GAMMA Investing LLC | 2,246 | $5.34 萬 | 0.01% | +488+27.8% | 加碼 |
| Parallel Advisors, LLC | 1,957 | $4.65 萬 | 0.00% | −2−0.1% | 減碼 |
| Russell Investments Group, Ltd. | 1,747 | $4.15 萬 | 0.00% | +1,747 | 新進 |
| Wells Fargo & Company | 1,466 | $3.48 萬 | 0.00% | −574−28.1% | 減碼 |
| Matthews International Capital Management LLC | 1,259 | $2.99 萬 | 0.00% | 00.0% | 不變 |
| Arrowstreet Capital, Limited Partnership | 1,461,648 | $2.64 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 1,028 | $2.44 萬 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 823 | $2.00 萬 | 0.00% | +803+4,015.0% | 加碼 |
| Ci Investments Inc. | 732 | $1.70 萬 | 0.00% | −75−9.3% | 減碼 |
| Strengthening Families & Communities, LLC | 709 | $1.69 萬 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 650 | $1.55 萬 | 0.00% | +175+36.8% | 加碼 |
| Northwestern Mutual Wealth Management Co | 536 | $1.27 萬 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 488 | $1.16 萬 | 0.00% | +154+46.1% | 加碼 |
| Atlas Capital Advisors LLC | 478 | $1.14 萬 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 465 | $1.11 萬 | 0.00% | +239+105.8% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 439 | $1.04 萬 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 326 | $7,935 | 0.00% | +229+236.1% | 加碼 |
| Pinnacle Bancorp, Inc. | 312 | $7,416 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 298 | $7,083 | 0.00% | −7−2.3% | 減碼 |
| GWM Advisors LLC | 285 | $6,774 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 271 | $6,442 | 0.00% | +252+1,326.3% | 加碼 |
| SRS Capital Advisors, Inc. | 268 | $6,362 | 0.00% | +217+425.5% | 加碼 |
| TD Waterhouse Canada Inc. | 255 | $6,015 | 0.00% | +44+20.9% | 加碼 |
| Rosenberg Matthew Hamilton | 247 | $5,871 | 0.00% | +247 | 新進 |
| Private Trust Co NA | 239 | $5,681 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 217 | $5,158 | 0.00% | +112+106.7% | 加碼 |
| Point72 Hong Kong Ltd | 206 | $4,903 | 0.00% | −274−57.1% | 減碼 |
| True Wealth Design, LLC | 192 | $4,564 | 0.00% | −37,983−99.5% | 減碼 |
| Key Financial Inc | 188 | $4,469 | 0.00% | 00.0% | 不變 |
| NBC Securities, Inc. | 202 | $4,000 | 0.00% | +2+1.0% | 加碼 |
| Venturi Wealth Management, LLC | 168 | $3,994 | 0.00% | +168 | 新進 |
| JFS Wealth Advisors, LLC | 164 | $3,899 | 0.00% | +12+7.9% | 加碼 |
| Umb Bank N A | 157 | $3,732 | 0.00% | +53+51.0% | 加碼 |
| Frazier Financial Advisors, LLC | 133 | $3,162 | 0.00% | +49+58.3% | 加碼 |
| Harbour Investments, Inc. | 125 | $2,971 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 105 | $2,496 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 70 | $1,664 | 0.00% | +22+45.8% | 加碼 |
| Beacon Capital Management, LLC | 64 | $1,521 | 0.00% | 00.0% | 不變 |
| Continuum Advisory, LLC | 60 | $1,342 | 0.00% | +9+17.6% | 加碼 |
| Raffa Wealth Management, LLC | 52 | $1,236 | 0.00% | 00.0% | 不變 |
| LRI Investments, LLC | 44 | $984 | 0.00% | +44 | 新進 |
| Operose Advisors LLC | 38 | $903 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 26 | $618 | 0.00% | −3−10.3% | 減碼 |
| ClariVest Asset Management LLC | 29 | $607 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 19 | $451 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 12 | $285 | 0.00% | −15−55.6% | 減碼 |
| Waldron Private Wealth LLC | 3 | $72 | 0.00% | +3 | 新進 |
| Barclays PLC | 3 | $71 | 0.00% | −3,696−99.9% | 減碼 |
| Allworth Financial LP | 2 | $48 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 1 | $24 | 0.00% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 1 | $24 | 0.00% | +1 | 新進 |
| Norges Bank | 0 | $0 | 0.00% | −188,956−100.0% | 清倉 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −93,231−100.0% | 清倉 |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −22,643−100.0% | 清倉 |
| Etesian Wealth Advisors, Inc. | 0 | $0 | 0.00% | −15,391−100.0% | 清倉 |
| Beverly Hills Private Wealth, LLC | 0 | $0 | 0.00% | −9,899−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −7,000−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −3,952−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1,957−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −410−100.0% | 清倉 |
| National Bank of Canada | 0 | $0 | 0.00% | −120−100.0% | 清倉 |
| Lynx Investment Advisory | 0 | $0 | 0.00% | −84−100.0% | 清倉 |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −57−100.0% | 清倉 |
| Dixon Mitchell Investment Counsel Inc. | 0 | $0 | 0.00% | −43−100.0% | 清倉 |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| LGT Group Foundation | 0 | $0 | 0.00% | −25,979−100.0% | 清倉 |
| Ariadne Wealth Management, LP | 0 | $0 | 0.00% | −6,066−100.0% | 清倉 |
| BlackRock Inc. | – | – | – | – | 本季未申報 |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | 本季未申報 |
| JJJ Advisors Inc. | – | – | – | – | 本季未申報 |
