| Pinnacle Wealth Planning Services, Inc. | 404 | $3.34 萬 | 0.00% | +404 | 新進 |
| MV Capital Management, Inc. | 400 | $3.31 萬 | 0.00% | 00.0% | 不變 |
| Golden State Wealth Management, LLC | 394 | $3.26 萬 | 0.00% | 00.0% | 不變 |
| Harbor Capital Advisors, Inc. | 372 | $3.10 萬 | 0.00% | −6−1.6% | 減碼 |
| Daiwa Securities Group Inc. | 311 | $2.60 萬 | 0.00% | −57−15.5% | 減碼 |
| Versant Capital Management, Inc | 313 | $2.59 萬 | 0.00% | −2,373−88.3% | 減碼 |
| Los Angeles Capital Management LLC | 291 | $2.55 萬 | 0.00% | +291 | 新進 |
| Community Bank, N.A. | 307 | $2.54 萬 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 300 | $2.51 萬 | 0.00% | +300 | 新進 |
| Optima Capital LLC | 300 | $2.51 萬 | 0.01% | +300 | 新進 |
| Massmutual Trust Co FSB | 290 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 281 | $2.32 萬 | 0.01% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 264 | $2.19 萬 | 0.00% | +2+0.8% | 加碼 |
| First Command Advisory Services, Inc. | 250 | $2.07 萬 | 0.00% | 00.0% | 不變 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 242 | $2.00 萬 | 0.02% | +242 | 新進 |
| Clearstead Advisors, LLC | 231 | $1.91 萬 | 0.00% | +110+90.9% | 加碼 |
| Covestor Ltd | 228 | $1.90 萬 | 0.01% | −33−12.6% | 減碼 |
| LRI Investments, LLC | 223 | $1.84 萬 | 0.00% | −21−8.6% | 減碼 |
| IFP Advisors, Inc | 223 | $1.84 萬 | 0.00% | +8+3.7% | 加碼 |
| Atlantic Trust, LLC | 207 | $1.71 萬 | 0.00% | 00.0% | 不變 |
| Triumph Capital Management | 200 | $1.65 萬 | 0.00% | +200 | 新進 |
| Hollencrest Capital Management | 192 | $1.59 萬 | 0.00% | 00.0% | 不變 |
| Kemnay Advisory Services Inc. | 181 | $1.50 萬 | 0.00% | +181 | 新進 |
| Eastern Bank | 170 | $1.41 萬 | 0.00% | +170 | 新進 |
| Allworth Financial LP | 166 | $1.37 萬 | 0.00% | +27+19.4% | 加碼 |
| Rothschild Investment LLC | 163 | $1.35 萬 | 0.00% | +25+18.1% | 加碼 |
| Torren Management, LLC | 132 | $1.09 萬 | 0.01% | +132 | 新進 |
| Private Wealth Management Group, LLC | 128 | $1.06 萬 | 0.00% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 118 | $1.00 萬 | 0.00% | −500−80.9% | 減碼 |
| North Star Investment Management Corp. | 104 | $8,601 | 0.00% | 00.0% | 不變 |
| Quaker Wealth Management, LLC | 102 | $8,436 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 102 | $8,435 | 0.00% | −1,223−92.3% | 減碼 |
| Reyes Financial Architecture, Inc. | 100 | $8,270 | 0.01% | +100 | 新進 |
| Root Financial Partners, LLC | 83 | $6,864 | 0.00% | +13+18.6% | 加碼 |
| Creative Financial Designs Inc | 75 | $6,203 | 0.00% | 00.0% | 不變 |
| Quent Capital, LLC | 75 | $6,203 | 0.00% | 00.0% | 不變 |
| Zimmer Partners, LP | 68 | $5,623 | 0.00% | +68 | 新進 |
| Bell Investment Advisors, Inc | 65 | $5,376 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 64 | $5,293 | 0.00% | +64 | 新進 |
| Basecamp Wealth Advisors LLC | 58 | $4,797 | 0.00% | +58 | 新進 |
| GWM Advisors LLC | 56 | $4,631 | 0.00% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 51 | $4,244 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 50 | $4,135 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 41 | $3,401 | 0.00% | +12+41.4% | 加碼 |
| NBC Securities, Inc. | 40 | $3,308 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 33 | $2,729 | 0.00% | −25−43.1% | 減碼 |
| Keating Financial Advisory Services, Inc. | 31 | $2,564 | 0.00% | +31 | 新進 |
| Strategic Advocates LLC | 30 | $2,494 | 0.00% | 00.0% | 不變 |
| WPG Advisers, LLC | 29 | $2,398 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 26 | $2,151 | 0.00% | +10+62.5% | 加碼 |
| AdvisorNet Financial, Inc | 26 | $2,150 | 0.00% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 26 | $2,150 | 0.00% | +5+23.8% | 加碼 |
| Bare Financial Services, Inc | 25 | $2,068 | 0.00% | +6+31.6% | 加碼 |
| Elyxium Wealth, LLC | 17 | $1,406 | 0.00% | +17 | 新進 |
| Annis Gardner Whiting Capital Advisors, LLC | 16 | $1,324 | 0.00% | +16 | 新進 |
| Godfrey Financial Associates, Inc. | 16 | $1,323 | 0.00% | +16 | 新進 |
| Sunbelt Securities, Inc. | 15 | $1,240 | 0.00% | 00.0% | 不變 |
| Signature Equity Partners, LLC | 11 | $910 | 0.00% | +11 | 新進 |
| DiNuzzo Private Wealth, Inc. | 7 | $579 | 0.00% | 00.0% | 不變 |
| Bay Harbor Wealth Management, LLC | 6 | $499 | 0.00% | +2+50.0% | 加碼 |
| SageView Advisory Group, LLC | 6 | $497 | 0.00% | +6 | 新進 |
| SBI Securities Co., Ltd. | 4 | $331 | 0.00% | +2+100.0% | 加碼 |
| SJS Investment Consulting Inc. | 3 | $249 | 0.00% | 00.0% | 不變 |
| HFM Investment Advisors, LLC | 2 | $166 | 0.00% | 00.0% | 不變 |
| Rialto Wealth Management, LLC | 2 | $166 | 0.00% | +1+100.0% | 加碼 |
| Dunhill Financial, LLC | 1 | $99 | 0.00% | +1 | 新進 |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −1,006,424−100.0% | 清倉 |
| Sourcerock Group LLC | 0 | $0 | 0.00% | −95,562−100.0% | 清倉 |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −55,624−100.0% | 清倉 |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −40,079−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −25,211−100.0% | 清倉 |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −22,047−100.0% | 清倉 |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −19,007−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −18,915−100.0% | 清倉 |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −17,351−100.0% | 清倉 |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −14,001−100.0% | 清倉 |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −13,895−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −11,956−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −11,005−100.0% | 清倉 |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −9,594−100.0% | 清倉 |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −7,971−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −7,017−100.0% | 清倉 |
| GTS Securities LLC | 0 | $0 | 0.00% | −6,903−100.0% | 清倉 |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −6,279−100.0% | 清倉 |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −4,126−100.0% | 清倉 |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −3,872−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,835−100.0% | 清倉 |
| Intrua Financial, LLC | 0 | $0 | 0.00% | −3,399−100.0% | 清倉 |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −3,078−100.0% | 清倉 |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −2,470−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −488−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −250−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −246−100.0% | 清倉 |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −231−100.0% | 清倉 |
| Proffitt & Goodson Inc | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Wetherby Asset Management Inc | – | – | – | – | 本季未申報 |
| CIBC Bancorp USA Inc. | – | – | – | – | 本季未申報 |
| Moloney Securities Asset Management, LLC | – | – | – | – | 本季未申報 |
