| ORG Partners LLC | 820 | $1.24 萬 | 0.00% | +820 | 新進 |
| Cape Investment Advisory, Inc. | 771 | $1.19 萬 | 0.00% | −219−22.1% | 減碼 |
| Northwestern Mutual Wealth Management Co | 752 | $1.16 萬 | 0.00% | −857−53.3% | 減碼 |
| SRS Capital Advisors, Inc. | 746 | $1.15 萬 | 0.00% | +746 | 新進 |
| NewSquare Capital LLC | 666 | $1.03 萬 | 0.00% | +390+141.3% | 加碼 |
| Cheviot Value Management, LLC | 728 | $1.02 萬 | 0.00% | +728 | 新進 |
| Cornerstone Planning Group LLC | 733 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Albion Financial Group | 644 | $9,957 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 564 | $8,719 | 0.00% | +18+3.3% | 加碼 |
| Cherry Tree Wealth Management, LLC | 533 | $8,241 | 0.00% | +533 | 新進 |
| Financial Connections Group, Inc. | 561 | $8,000 | 0.00% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 501 | $7,759 | 0.00% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 472 | $7,297 | 0.00% | +357+310.4% | 加碼 |
| Raffa Wealth Management, LLC | 471 | $7,282 | 0.00% | 00.0% | 不變 |
| WPG Advisers, LLC | 444 | $6,864 | 0.01% | −199−30.9% | 減碼 |
| Group One Trading, L.P. | 438 | $6,771 | 0.00% | +372+563.6% | 加碼 |
| Rossby Financial, LCC | 388 | $5,389 | 0.00% | +388 | 新進 |
| Creative Financial Designs Inc | 346 | $5,349 | 0.00% | +346 | 新進 |
| Hantz Financial Services, Inc. | 313 | $5,000 | 0.00% | +313 | 新進 |
| Center for Financial Planning, Inc. | 323 | $4,994 | 0.00% | 00.0% | 不變 |
| Caitong International Asset Management Co., Ltd | 314 | $4,854 | 0.00% | +314 | 新進 |
| Bell Investment Advisors, Inc | 275 | $4,252 | 0.00% | +108+64.7% | 加碼 |
| National Bank of Canada | 271 | $4,187 | 0.00% | 00.0% | 不變 |
| ORG Wealth Partners, LLC | 277 | $4,177 | 0.00% | −22−7.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 255 | $3,942 | 0.00% | +255 | 新進 |
| Clean Yield Group | 250 | $3,865 | 0.00% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 226 | $3,494 | 0.00% | +226 | 新進 |
| MAI Capital Management | 223 | $3,444 | 0.00% | 00.0% | 不變 |
| Continuum Advisory, LLC | 220 | $3,401 | 0.00% | −51−18.8% | 減碼 |
| Binnacle Investments Inc | 208 | $3,216 | 0.00% | +208 | 新進 |
| PSI Advisors, LLC | 200 | $3,092 | 0.00% | 00.0% | 不變 |
| Motco | 187 | $2,891 | 0.00% | 00.0% | 不變 |
| LRI Investments, LLC | 164 | $2,535 | 0.00% | 00.0% | 不變 |
| UMA Financial Services, Inc. | 135 | $2,088 | 0.00% | 00.0% | 不變 |
| CX Institutional | 142 | $2,000 | 0.00% | +142 | 新進 |
| First Command Advisory Services, Inc. | 129 | $1,994 | 0.00% | +129 | 新進 |
| Private Wealth Asset Management, LLC | 125 | $1,933 | 0.00% | +125 | 新進 |
| Brown, Lisle/Cummings, Inc. | 119 | $1,840 | 0.00% | +119 | 新進 |
| CVA Family Office, LLC | 115 | $1,778 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 109 | $1,685 | 0.00% | −1−0.9% | 減碼 |
| Financial Network Wealth Advisors LLC | 105 | $1,623 | 0.00% | +105 | 新進 |
| Wood Tarver Financial Group, LLC | 94 | $1,454 | 0.00% | 00.0% | 不變 |
| Mattson Financial Services, LLC | 88 | $1,360 | 0.00% | +88 | 新進 |
| Central Trust Co | 86 | $1,330 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 70 | $1,083 | 0.00% | 00.0% | 不變 |
| Golden State Wealth Management, LLC | 58 | $897 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 56 | $866 | 0.00% | −36−39.1% | 減碼 |
| Clearstead Advisors, LLC | 55 | $851 | 0.00% | −1−1.8% | 減碼 |
| Provenance Wealth Advisors, LLC | 49 | $758 | 0.00% | 00.0% | 不變 |
| Halbert Hargrove Global Advisors, LLC | 49 | $758 | 0.00% | +49 | 新進 |
| Sofos Investments, Inc. | 38 | $587 | 0.00% | +38 | 新進 |
| American National Bank | 33 | $520 | 0.00% | +33 | 新進 |
| AdvisorNet Financial, Inc | 33 | $510 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 32 | $495 | 0.00% | +32 | 新進 |
| High Note Wealth, LLC | 25 | $387 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 14 | $216 | 0.00% | +14 | 新進 |
| West Branch Capital LLC | 8 | $122 | 0.00% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 1 | $15 | 0.00% | −3,098−100.0% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −409,579−100.0% | 清倉 |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −298,514−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −65,744−100.0% | 清倉 |
| Jain Global LLC | 0 | $0 | 0.00% | −27,553−100.0% | 清倉 |
| Taika Capital, LP | 0 | $0 | 0.00% | −24,915−100.0% | 清倉 |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −19,090−100.0% | 清倉 |
| Catalina Capital Group, LLC | 0 | $0 | 0.00% | −17,624−100.0% | 清倉 |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −13,710−100.0% | 清倉 |
| Causeway Capital Management LLC | 0 | $0 | 0.00% | −13,348−100.0% | 清倉 |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −12,241−100.0% | 清倉 |
| Prudent Man Advisors, LLC | 0 | $0 | 0.00% | −11,883−100.0% | 清倉 |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −11,107−100.0% | 清倉 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −10,554−100.0% | 清倉 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −10,417−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −9,004−100.0% | 清倉 |
| PEAK6 LLC | 0 | $0 | 0.00% | −1,734−100.0% | 清倉 |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −1,109−100.0% | 清倉 |
| Human Investing LLC | 0 | $0 | 0.00% | −1,100−100.0% | 清倉 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −994−100.0% | 清倉 |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −963−100.0% | 清倉 |
| Pacific Capital Wealth Advisors, Inc | 0 | $0 | 0.00% | −607−100.0% | 清倉 |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −412−100.0% | 清倉 |
| Creekmur Asset Management LLC | 0 | $0 | 0.00% | −398−100.0% | 清倉 |
| Advantage Trust Co | 0 | $0 | 0.00% | −291−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −295−100.0% | 清倉 |
| REAP Financial Group, LLC | 0 | $0 | 0.00% | −119−100.0% | 清倉 |
| Decker Retirement Planning Inc. | 0 | $0 | 0.00% | −94−100.0% | 清倉 |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −91−100.0% | 清倉 |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −57−100.0% | 清倉 |
| Sachetta, LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Wetherby Asset Management Inc | – | – | – | – | 本季未申報 |
| Vise Technologies, Inc. | – | – | – | – | 本季未申報 |
| Lake Street Advisors Group, LLC | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
| Zions Bancorporation, N.A. | – | – | – | – | 本季未申報 |
| Financial Gravity Companies, Inc. | – | – | – | – | 本季未申報 |
