| Parallel Advisors, LLC | 165 | $9,748 | 0.00% | +46+38.7% | 加碼 |
| Global Retirement Partners, LLC | 163 | $9,637 | 0.00% | +161+8,050.0% | 加碼 |
| Costello Asset Management, INC | 150 | $8,862 | 0.00% | +50+50.0% | 加碼 |
| Los Angeles Capital Management LLC | 158 | $8,660 | 0.00% | +158 | 新進 |
| EverSource Wealth Advisors, LLC | 136 | $8,035 | 0.00% | −211−60.8% | 減碼 |
| Allworth Financial LP | 128 | $7,585 | 0.00% | +107+509.5% | 加碼 |
| Brown Brothers Harriman & Co | 111 | $6,558 | 0.00% | +85+326.9% | 加碼 |
| VSM Wealth Advisory, LLC | 110 | $6,475 | 0.00% | 00.0% | 不變 |
| Torren Management, LLC | 98 | $5,805 | 0.00% | +98 | 新進 |
| Root Financial Partners, LLC | 96 | $5,672 | 0.00% | +38+65.5% | 加碼 |
| Assetmark, Inc | 94 | $5,554 | 0.00% | +8+9.3% | 加碼 |
| SageView Advisory Group, LLC | 92 | $5,441 | 0.00% | +92 | 新進 |
| Quent Capital, LLC | 91 | $5,376 | 0.00% | −183−66.8% | 減碼 |
| ORG Partners LLC | 79 | $4,666 | 0.00% | +79 | 新進 |
| ZRC Wealth Management, LLC | 59 | $3,486 | 0.00% | −28−32.2% | 減碼 |
| Trust Co of Toledo NA | 52 | $3,072 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 51 | $3,013 | 0.00% | 00.0% | 不變 |
| Private Wealth Management Group, LLC | 42 | $2,482 | 0.00% | −60−58.8% | 減碼 |
| Bare Financial Services, Inc | 38 | $2,245 | 0.00% | +28+280.0% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 37 | $2,243 | 0.00% | 00.0% | 不變 |
| Nemes Rush Group LLC | 32 | $1,891 | 0.00% | +32 | 新進 |
| Rachor Investment Advisory Services, LLC | 28 | $1,629 | 0.00% | +28 | 新進 |
| MAI Capital Management | 26 | $1,537 | 0.00% | +4+18.2% | 加碼 |
| Elyxium Wealth, LLC | 25 | $1,477 | 0.00% | +25 | 新進 |
| Bell Investment Advisors, Inc | 24 | $1,418 | 0.00% | 00.0% | 不變 |
| Elequin Capital LP | 23 | $1,359 | 0.00% | +23 | 新進 |
| CVA Family Office, LLC | 20 | $1,182 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 20 | $1,182 | 0.00% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 20 | $1,182 | 0.00% | +6+42.9% | 加碼 |
| Basecamp Wealth Advisors LLC | 20 | $1,182 | 0.00% | +20 | 新進 |
| Red Tortoise LLC | 18 | $1,063 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 10 | $1,000 | 0.00% | +6+150.0% | 加碼 |
| Essential Partners LLC | 15 | $886 | 0.00% | +15 | 新進 |
| Massmutual Trust Co FSB | 13 | $768 | 0.00% | 00.0% | 不變 |
| Wealth Watch Advisors, INC | 12 | $709 | 0.00% | 00.0% | 不變 |
| Retirement Wealth Solutions LLC | 12 | $709 | 0.00% | +1+9.1% | 加碼 |
| Parkside Financial Bank & Trust | 10 | $591 | 0.00% | −23−69.7% | 減碼 |
| Westside Investment Management, Inc. | 10 | $591 | 0.00% | 00.0% | 不變 |
| Adirondack Trust Co | 10 | $590 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 9 | $532 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 9 | $532 | 0.00% | +9 | 新進 |
| Bruce G. Allen Investments, LLC | 9 | $532 | 0.00% | +9 | 新進 |
| Harbour Investments, Inc. | 8 | $473 | 0.00% | 00.0% | 不變 |
| Signature Equity Partners, LLC | 8 | $473 | 0.00% | +8 | 新進 |
| BFSG, LLC | 8 | $472 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 6 | $354 | 0.00% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 5 | $295 | 0.00% | +5 | 新進 |
| Beaird Harris Wealth Management, LLC | 4 | $237 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 3 | $178 | 0.00% | +3 | 新進 |
| Sunbelt Securities, Inc. | 3 | $177 | 0.00% | +3 | 新進 |
| DiNuzzo Private Wealth, Inc. | 2 | $119 | 0.00% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 1 | $60 | 0.00% | +1 | 新進 |
| Harbor Investment Advisory, LLC | 1 | $59 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 7 | $0 | 0.00% | +6+600.0% | 加碼 |
| TSFG, LLC | 5 | $0 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | 不變 |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −60,474−100.0% | 清倉 |
| Rovida Advisors Inc. | 0 | $0 | 0.00% | −60,000−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −43,113−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −43,012−100.0% | 清倉 |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −18,913−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −17,348−100.0% | 清倉 |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −16,051−100.0% | 清倉 |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −15,451−100.0% | 清倉 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −15,228−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −11,542−100.0% | 清倉 |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −11,000−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −10,158−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −9,696−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −9,068−100.0% | 清倉 |
| LPL Financial LLC | 0 | $0 | 0.00% | −8,672−100.0% | 清倉 |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −7,331−100.0% | 清倉 |
| Numerai GP LLC | 0 | $0 | 0.00% | −7,305−100.0% | 清倉 |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −6,680−100.0% | 清倉 |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −6,224−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −6,069−100.0% | 清倉 |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −5,890−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −4,980−100.0% | 清倉 |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −4,890−100.0% | 清倉 |
| Storebrand Asset Management AS | 0 | $0 | 0.00% | −4,841−100.0% | 清倉 |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −4,497−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −1,602−100.0% | 清倉 |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −167−100.0% | 清倉 |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −217−100.0% | 清倉 |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −122−100.0% | 清倉 |
| Mather Group, LLC. | 0 | $0 | 0.00% | −42−100.0% | 清倉 |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| Jackson, Grant Investment Advisers, Inc. | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| SBI Securities Co., Ltd. | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| West Oak Capital, LLC | – | – | – | – | 本季未申報 |
| Hemington Wealth Management | – | – | – | – | 本季未申報 |
| FSA Wealth Management LLC | – | – | – | – | 本季未申報 |
| Binnacle Investments Inc | – | – | – | – | 本季未申報 |
| Lowe Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
