| Cullen/Frost Bankers, Inc. | 89 | $3,369 | 0.00% | +8+9.9% | 加碼 |
| TD Capital Management LLC | 85 | $3,225 | 0.00% | +1+1.2% | 加碼 |
| Capital Advisors, Ltd. LLC | 78 | $3,000 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 100 | $3,000 | 0.00% | 00.0% | 不變 |
| Ameriflex Group, Inc. | 67 | $2,550 | 0.00% | +67 | 新進 |
| New England Capital Financial Advisors LLC | 65 | $2,472 | 0.00% | +1+1.6% | 加碼 |
| Cromwell Holdings LLC | 57 | $2,192 | 0.00% | +32+128.0% | 加碼 |
| Ameritas Advisory Services, LLC | 57 | $2,169 | 0.00% | +57 | 新進 |
| Kilter Group LLC | 47 | $1,789 | 0.00% | −1−2.1% | 減碼 |
| Golden State Wealth Management, LLC | 44 | $1,675 | 0.00% | +1+2.3% | 加碼 |
| Sunrise Financial Services, LLC | 43 | $1,637 | 0.00% | 00.0% | 不變 |
| Montag A & Associates Inc | 40 | $1,525 | 0.00% | 00.0% | 不變 |
| Atlantic Trust, LLC | 38 | $1,447 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 35 | $1,346 | 0.00% | +35 | 新進 |
| Bare Financial Services, Inc | 35 | $1,332 | 0.00% | 00.0% | 不變 |
| Allied Private Wealth LLC | 34 | $1,312 | 0.00% | +34 | 新進 |
| Westfuller Advisors, LLC | 30 | $1,153 | 0.00% | 00.0% | 不變 |
| Salomon & Ludwin, LLC | 30 | $1,150 | 0.00% | 00.0% | 不變 |
| Morton Brown Family Wealth, LLC | 30 | $1,142 | 0.00% | 00.0% | 不變 |
| Aventura Private Wealth, LLC | 30 | $1,142 | 0.00% | 00.0% | 不變 |
| Rialto Wealth Management, LLC | 30 | $1,142 | 0.00% | +14+87.5% | 加碼 |
| Princeton Global Asset Management LLC | 30 | $1,142 | 0.00% | +30 | 新進 |
| Ronald Blue Trust, Inc. | 28 | $1,066 | 0.00% | −33−54.1% | 減碼 |
| CoreCap Advisors, LLC | 27 | $1,040 | 0.00% | 00.0% | 不變 |
| REAP Financial Group, LLC | 27 | $1,028 | 0.00% | 00.0% | 不變 |
| Godfrey Financial Associates, Inc. | 27 | $1,028 | 0.00% | 00.0% | 不變 |
| Rossby Financial, LCC | 26 | $990 | 0.00% | +5+23.8% | 加碼 |
| Glen Eagle Advisors, LLC | 25 | $950 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 24 | $913 | 0.00% | −76−76.0% | 減碼 |
| Caldwell Sutter Capital, Inc. | 24 | $913 | 0.00% | 00.0% | 不變 |
| Principia Wealth Advisory, LLC | 22 | $837 | 0.00% | 00.0% | 不變 |
| Silver Grove Financial Group, Inc. | 22 | $837 | 0.00% | +22 | 新進 |
| Silicon Valley Capital Partners | 20 | $769 | 0.00% | 00.0% | 不變 |
| Hughes Financial Services, LLC | 18 | $685 | 0.00% | 00.0% | 不變 |
| Keating Financial Advisory Services, Inc. | 16 | $609 | 0.00% | −10−38.5% | 減碼 |
| Bruce G. Allen Investments, LLC | 13 | $495 | 0.00% | +13 | 新進 |
| Financial Management Professionals, Inc. | 12 | $461 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 12 | $457 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 11 | $419 | 0.00% | 00.0% | 不變 |
| South State Corp. | 10 | $381 | 0.00% | 00.0% | 不變 |
| Dunhill Financial, LLC | 9 | $379 | 0.00% | 00.0% | 不變 |
| Pacific Center for Financial Services | 9 | $343 | 0.00% | 00.0% | 不變 |
| Signature Equity Partners, LLC | 7 | $283 | 0.00% | +2+40.0% | 加碼 |
| 3 Factor Indexing, LLC | 5 | $191 | 0.00% | 00.0% | 不變 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 5 | $190 | 0.00% | 00.0% | 不變 |
| Quaker Wealth Management, LLC | 4 | $153 | 0.00% | −3−42.9% | 減碼 |
| Triumph Capital Management | 4 | $152 | 0.00% | 00.0% | 不變 |
| Planning Strategies Inc. | 4 | $152 | 0.00% | +4 | 新進 |
| TFC Financial Management | 1 | $39 | 0.00% | 00.0% | 不變 |
| Grove Bank & Trust | 1 | $38 | 0.00% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 0 | $18 | 0.00% | 0 | 不變 |
| Jain Global LLC | 0 | $0 | 0.00% | −569,875−100.0% | 清倉 |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −324,953−100.0% | 清倉 |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −259,838−100.0% | 清倉 |
| STRS Ohio | 0 | $0 | 0.00% | −206,165−100.0% | 清倉 |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −195,340−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −156,254−100.0% | 清倉 |
| Motley Fool Wealth Management, LLC | 0 | $0 | 0.00% | −138,756−100.0% | 清倉 |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −82,744−100.0% | 清倉 |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −42,991−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −33,337−100.0% | 清倉 |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −30,000−100.0% | 清倉 |
| MQS Management LLC | 0 | $0 | 0.00% | −26,822−100.0% | 清倉 |
| First National Trust Co | 0 | $0 | 0.00% | −23,204−100.0% | 清倉 |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −21,083−100.0% | 清倉 |
| Groupe la Francaise | 0 | $0 | 0.00% | −15,371−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −14,940−100.0% | 清倉 |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −13,801−100.0% | 清倉 |
| Collaborative Fund Advisors, LLC | 0 | $0 | 0.00% | −11,597−100.0% | 清倉 |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −11,004−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −9,782−100.0% | 清倉 |
| DRW Securities, LLC | 0 | $0 | 0.00% | −9,262−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −8,562−100.0% | 清倉 |
| Colony Group, LLC | 0 | $0 | 0.00% | −8,392−100.0% | 清倉 |
| Agf Management Ltd | 0 | $0 | 0.00% | −6,881−100.0% | 清倉 |
| Lasalle Investment Management Securities LLC | 0 | $0 | 0.00% | −6,621−100.0% | 清倉 |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −5,909−100.0% | 清倉 |
| Chicago Capital, LLC | 0 | $0 | 0.00% | −5,900−100.0% | 清倉 |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −1,479−100.0% | 清倉 |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −1,206−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −482−100.0% | 清倉 |
| Peregrine Capital Management LLC | 0 | $0 | 0.00% | −390−100.0% | 清倉 |
| Activest Wealth Management | 0 | $0 | 0.00% | −276−100.0% | 清倉 |
| Basepoint Wealth LLC | 0 | $0 | 0.00% | −163−100.0% | 清倉 |
| Mountain Hill Investment Partners Corp. | 0 | $0 | 0.00% | −16−100.0% | 清倉 |
| Intentional Wealth Strategies, LLC | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Albion Financial Group | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| Portus Wealth Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| MV Capital Management, Inc. | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Janus Henderson Group PLC | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
| Skopos Labs, Inc. | – | – | – | – | 本季未申報 |
| Sunbelt Securities, Inc. | – | – | – | – | 本季未申報 |
| Horizons Wealth Management | – | – | – | – | 本季未申報 |
