| Financial Consulate, Inc | 19 | $2,355 | 0.00% | +15+375.0% | 加碼 |
| Sachetta, LLC | 17 | $2,107 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 16 | $1,983 | 0.00% | 00.0% | 不變 |
| Quarry LP | 16 | $1,983 | 0.00% | +16 | 新進 |
| Rossby Financial, LCC | 16 | $1,983 | 0.00% | +16 | 新進 |
| CBIZ Investment Advisory Services, LLC | 15 | $1,874 | 0.00% | 00.0% | 不變 |
| Cromwell Holdings LLC | 14 | $1,749 | 0.00% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 14 | $1,749 | 0.00% | +14 | 新進 |
| Aspect Partners, LLC | 13 | $1,611 | 0.00% | 00.0% | 不變 |
| ZRC Wealth Management, LLC | 13 | $1,611 | 0.00% | +11+550.0% | 加碼 |
| Bruce G. Allen Investments, LLC | 12 | $1,487 | 0.00% | 00.0% | 不變 |
| Wealth Watch Advisors, INC | 12 | $1,487 | 0.00% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 11 | $1,364 | 0.00% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 9 | $1,125 | 0.00% | +9 | 新進 |
| Provenance Wealth Advisors, LLC | 9 | $1,115 | 0.00% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 12 | $1,000 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 7 | $868 | 0.00% | 00.0% | 不變 |
| Elyxium Wealth, LLC | 6 | $744 | 0.00% | +6 | 新進 |
| Root Financial Partners, LLC | 6 | $743 | 0.00% | −4−40.0% | 減碼 |
| Caldwell Sutter Capital, Inc. | 6 | $743 | 0.00% | 00.0% | 不變 |
| Dunhill Financial, LLC | 6 | $716 | 0.00% | +6 | 新進 |
| First Horizon Corp | 5 | $620 | 0.00% | −8−61.5% | 減碼 |
| Fideuram Asset Management (Ireland) dac | 5 | $611 | 0.00% | +5 | 新進 |
| South State Corp. | 4 | $496 | 0.00% | −4−50.0% | 減碼 |
| Bell Investment Advisors, Inc | 4 | $496 | 0.00% | −4−50.0% | 減碼 |
| Bogart Wealth, LLC | 4 | $496 | 0.00% | 00.0% | 不變 |
| Rialto Wealth Management, LLC | 4 | $496 | 0.00% | 00.0% | 不變 |
| Hughes Financial Services, LLC | 4 | $496 | 0.00% | 00.0% | 不變 |
| Cornerstone Financial Management LLC | 4 | $496 | 0.00% | +4 | 新進 |
| NorthAvenue LLC | 4 | $496 | 0.00% | +4 | 新進 |
| Ares Financial Consulting, LLC | 3 | $408 | 0.00% | +3 | 新進 |
| Pacer Advisors, Inc. | 3 | $372 | 0.00% | 00.0% | 不變 |
| MV Capital Management, Inc. | 3 | $372 | 0.00% | 00.0% | 不變 |
| United Financial Planning Group LLC | 3 | $372 | 0.00% | +3 | 新進 |
| Principia Wealth Advisory, LLC | 2 | $248 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 2 | $248 | 0.00% | +1+100.0% | 加碼 |
| TFC Financial Management | 1 | $124 | 0.00% | 00.0% | 不變 |
| Winnow Wealth LLC | 1 | $124 | 0.00% | 00.0% | 不變 |
| Nemes Rush Group LLC | 1 | $124 | 0.00% | +1 | 新進 |
| Keating Financial Advisory Services, Inc. | 1 | $124 | 0.00% | +1 | 新進 |
| Dogwood Wealth Management LLC | 0 | $0 | 0.00% | −36−100.0% | 清倉 |
| Jain Global LLC | 0 | $0 | 0.00% | −109,129−100.0% | 清倉 |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −94,028−100.0% | 清倉 |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −57,422−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −48,444−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −26,400−100.0% | 清倉 |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −19,840−100.0% | 清倉 |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −15,522−100.0% | 清倉 |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −13,500−100.0% | 清倉 |
| Ossiam | 0 | $0 | 0.00% | −9,258−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −8,365−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −8,175−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −7,447−100.0% | 清倉 |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −6,044−100.0% | 清倉 |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −5,946−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −5,386−100.0% | 清倉 |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −5,119−100.0% | 清倉 |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −5,109−100.0% | 清倉 |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −4,064−100.0% | 清倉 |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −3,257−100.0% | 清倉 |
| Permanent Capital Management, LP | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −2,943−100.0% | 清倉 |
| Penn Mutual Asset Management, LLC | 0 | $0 | 0.00% | −2,785−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −2,700−100.0% | 清倉 |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −2,553−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −2,522−100.0% | 清倉 |
| Lee Financial Co | 0 | $0 | 0.00% | −2,506−100.0% | 清倉 |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −2,697−100.0% | 清倉 |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −2,354−100.0% | 清倉 |
| DRW Securities, LLC | 0 | $0 | 0.00% | −2,165−100.0% | 清倉 |
| KMG Fiduciary Partners, LLC | 0 | $0 | 0.00% | −1,758−100.0% | 清倉 |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −1,728−100.0% | 清倉 |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −1,677−100.0% | 清倉 |
| Congress Asset Management Co | 0 | $0 | 0.00% | −1,653−100.0% | 清倉 |
| Bailard, Inc. | 0 | $0 | 0.00% | −1,605−100.0% | 清倉 |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −1,605−100.0% | 清倉 |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −1,598−100.0% | 清倉 |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −1,380−100.0% | 清倉 |
| Mather Group, LLC. | 0 | $0 | 0.00% | −1,024−100.0% | 清倉 |
| Heartwood Wealth Advisors LLC | 0 | $0 | 0.00% | −705−100.0% | 清倉 |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −523−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −121−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −117−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −104−100.0% | 清倉 |
| Abound Wealth Management | 0 | $0 | 0.00% | −102−100.0% | 清倉 |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −75−100.0% | 清倉 |
| Golden State Wealth Management, LLC | 0 | $0 | 0.00% | −46−100.0% | 清倉 |
| Investors Research Corp | 0 | $0 | 0.00% | −22−100.0% | 清倉 |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Avion Wealth | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| ESL Trust Services, LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Davis Capital Management | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| American Capital Advisory, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Retirement Wealth Solutions LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| AXA Investment Managers S.A. | – | – | – | – | 本季未申報 |
| Aware Super Pty Ltd as trustee of Aware Super | – | – | – | – | 本季未申報 |
| CIBC Bancorp USA Inc. | – | – | – | – | 本季未申報 |