| Bokf, NA | 446 | $2.95 萬 | 0.00% | +446 | 新進 |
| American International Group, Inc. | 401 | $2.66 萬 | 0.00% | −9−2.2% | 減碼 |
| Spire Wealth Management | 351 | $2.32 萬 | 0.00% | +300+588.2% | 加碼 |
| Nomura Asset Management Co Ltd | 300 | $1.99 萬 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 264 | $1.70 萬 | 0.01% | −27−9.3% | 減碼 |
| Quadrant Capital Group LLC | 234 | $1.55 萬 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 206 | $1.37 萬 | 0.00% | +1+0.5% | 加碼 |
| ICA Group Wealth Management, LLC | 200 | $1.32 萬 | 0.00% | +50+33.3% | 加碼 |
| Huntington National Bank | 195 | $1.29 萬 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 171 | $1.13 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 122 | $8,079 | 0.00% | +14+13.0% | 加碼 |
| Glassman Wealth Services | 119 | $7,880 | 0.00% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 108 | $7,293 | 0.00% | +108 | 新進 |
| EverSource Wealth Advisors, LLC | 110 | $7,284 | 0.00% | 00.0% | 不變 |
| Ahrens Investment Partners LLC | 91 | $6,038 | 0.00% | +91 | 新進 |
| Parkside Financial Bank & Trust | 90 | $5,960 | 0.00% | −57−38.8% | 減碼 |
| Natixis | 89 | $5,894 | 0.00% | +89 | 新進 |
| Ridgewood Investments LLC | 85 | $5,629 | 0.00% | +85 | 新進 |
| Quent Capital, LLC | 50 | $3,311 | 0.00% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 39 | $3,000 | 0.00% | −29−42.6% | 減碼 |
| Lindbrook Capital, LLC | 41 | $2,715 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 40 | $2,649 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 39 | $2,583 | 0.00% | +2+5.4% | 加碼 |
| Bell Investment Advisors, Inc | 36 | $2,384 | 0.00% | −8−18.2% | 減碼 |
| Grove Bank & Trust | 30 | $1,987 | 0.00% | +30 | 新進 |
| Global Retirement Partners, LLC | 29 | $1,925 | 0.00% | 00.0% | 不變 |
| Sutton Wealth Advisors Inc. | 29 | $1,920 | 0.00% | 00.0% | 不變 |
| Earnest Partners LLC | 24 | $1,589 | 0.00% | 00.0% | 不變 |
| Cambridge Trust Co | 23 | $1,523 | 0.00% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 22 | $1,457 | 0.00% | +22 | 新進 |
| JFS Wealth Advisors, LLC | 20 | $1,325 | 0.00% | +1+5.3% | 加碼 |
| CVA Family Office, LLC | 20 | $1,324 | 0.00% | 00.0% | 不變 |
| Red Tortoise LLC | 18 | $1,192 | 0.00% | 00.0% | 不變 |
| Schubert & Co | 18 | $1,192 | 0.00% | +5+38.5% | 加碼 |
| Baker Avenue Asset Management, LP | 18 | $1,192 | 0.00% | +13+260.0% | 加碼 |
| Jackson, Grant Investment Advisers, Inc. | 17 | $1,126 | 0.00% | +17 | 新進 |
| Highlander Capital Management, LLC | 15 | $1,000 | 0.00% | 00.0% | 不變 |
| Steward Financial Group LLC | 29 | $1,000 | 0.00% | +20+222.2% | 加碼 |
| Desjardins Global Asset Management Inc. | 10 | $1,000 | 0.00% | +10 | 新進 |
| Centerpoint Advisors, LLC | 9 | $1,000 | 0.00% | +9 | 新進 |
| Farther Finance Advisors, LLC | 14 | $927 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 13 | $861 | 0.00% | +2+18.2% | 加碼 |
| IFP Advisors, Inc | 10 | $796 | 0.00% | −151−93.8% | 減碼 |
| TCI Wealth Advisors, Inc. | 10 | $663 | 0.00% | 00.0% | 不變 |
| Westside Investment Management, Inc. | 10 | $663 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 10 | $662 | 0.00% | 00.0% | 不變 |
| Adirondack Trust Co | 10 | $662 | 0.00% | 00.0% | 不變 |
| Machina Capital S.A.S. | 10 | $662 | 0.00% | +10 | 新進 |
| SJS Investment Consulting Inc. | 9 | $596 | 0.00% | +2+28.6% | 加碼 |
| First Horizon Advisors, Inc. | 7 | $470 | 0.00% | 00.0% | 不變 |
| Disciplined Investments, LLC | 7 | $464 | 0.00% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $397 | 0.00% | +6 | 新進 |
| Clearstead Advisors, LLC | 5 | $332 | 0.00% | 00.0% | 不變 |
| Delos Wealth Advisors, LLC | 5 | $332 | 0.00% | 00.0% | 不變 |
| Creative Planning | 5 | $332 | 0.00% | +5 | 新進 |
| Lowe Wealth Advisors, LLC | 3 | $199 | 0.00% | 00.0% | 不變 |
| Federated Hermes, Inc. | 2 | $132 | 0.00% | −2−50.0% | 減碼 |
| Harbor Investment Advisory, LLC | 1 | $66 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 1 | $66 | 0.00% | 00.0% | 不變 |
| Acadian Asset Management LLC | 6 | $0 | 0.00% | −4,613−99.9% | 減碼 |
| Ronald Blue Trust, Inc. | 9 | $0 | 0.00% | −10−52.6% | 減碼 |
| TSFG, LLC | 5 | $0 | 0.00% | 00.0% | 不變 |
| Toronto Dominion Bank | 2 | $0 | 0.00% | +2 | 新進 |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −175,765−100.0% | 清倉 |
| Candlestick Capital Management LP | 0 | $0 | 0.00% | −175,000−100.0% | 清倉 |
| Medina Singh Partners, LLC | 0 | $0 | 0.00% | −134,613−100.0% | 清倉 |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −124,553−100.0% | 清倉 |
| Western Standard LLC | 0 | $0 | 0.00% | −84,639−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −46,392−100.0% | 清倉 |
| Bank of Montreal | 0 | $0 | 0.00% | −23,250−100.0% | 清倉 |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −21,739−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −20,255−100.0% | 清倉 |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −13,008−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −12,915−100.0% | 清倉 |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −11,458−100.0% | 清倉 |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −11,000−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −9,359−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −6,103−100.0% | 清倉 |
| Samson Rock Capital LLP | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −4,524−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −4,200−100.0% | 清倉 |
| Humankind Investments LLC | 0 | $0 | 0.00% | −3,440−100.0% | 清倉 |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −2,404−100.0% | 清倉 |
| Irenic Capital Management LP | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −1,670−100.0% | 清倉 |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1,178−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −122−100.0% | 清倉 |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −35−100.0% | 清倉 |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Laurel Wealth Planning LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Rothschild & Co Asset Management US Inc. | – | – | – | – | 本季未申報 |
| Boenning & Scattergood, Inc. | – | – | – | – | 本季未申報 |
