| Valued Wealth Advisors LLC | 37 | $7,923 | 0.00% | +37 | 新進 |
| Measured Wealth Private Client Group, LLC | 36 | $7,708 | 0.00% | −127−77.9% | 減碼 |
| Owl Creek Wealth Partners LLC | 35 | $7,495 | 0.00% | 00.0% | 不變 |
| Marquette Asset Management, LLC | 32 | $6,852 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 30 | $6,424 | 0.00% | −1−3.2% | 減碼 |
| Signature Equity Partners, LLC | 30 | $6,424 | 0.00% | +26+650.0% | 加碼 |
| Action Point Financial Planning, LLC | 30 | $6,209 | 0.00% | +30 | 新進 |
| BankPlus Trust Department | 28 | $5,995 | 0.00% | 00.0% | 不變 |
| WPG Advisers, LLC | 24 | $5,139 | 0.00% | +5+26.3% | 加碼 |
| Kilter Group LLC | 21 | $4,497 | 0.00% | +5+31.3% | 加碼 |
| Silver Grove Financial Group, Inc. | 20 | $4,350 | 0.00% | +20 | 新進 |
| Rialto Wealth Management, LLC | 20 | $4,283 | 0.00% | +8+66.7% | 加碼 |
| Ares Financial Consulting, LLC | 19 | $4,068 | 0.00% | 00.0% | 不變 |
| UMA Financial Services, Inc. | 17 | $3,641 | 0.00% | +14+466.7% | 加碼 |
| Prestige Wealth Management Group LLC | 14 | $2,998 | 0.00% | 00.0% | 不變 |
| Hughes Financial Services, LLC | 14 | $2,998 | 0.00% | +7+100.0% | 加碼 |
| Private Wealth Management Group, LLC | 13 | $2,784 | 0.00% | 00.0% | 不變 |
| SBI Securities Co., Ltd. | 13 | $2,784 | 0.00% | +13 | 新進 |
| Creative Capital Management Investments LLC | 13 | $2,784 | 0.00% | +13 | 新進 |
| Harbour Investments, Inc. | 12 | $2,569 | 0.00% | −9−42.9% | 減碼 |
| Rossby Financial, LCC | 10 | $2,141 | 0.00% | +2+25.0% | 加碼 |
| Rakuten Securities, Inc. | 10 | $2,141 | 0.00% | +10 | 新進 |
| NBT Bank N A | 8 | $1,713 | 0.00% | 00.0% | 不變 |
| Golden State Wealth Management, LLC | 8 | $1,713 | 0.00% | 00.0% | 不變 |
| Bay Harbor Wealth Management, LLC | 8 | $1,713 | 0.00% | +1+14.3% | 加碼 |
| South State Corp. | 8 | $1,713 | 0.00% | +3+60.0% | 加碼 |
| HFM Investment Advisors, LLC | 8 | $1,713 | 0.00% | +5+166.7% | 加碼 |
| First Command Advisory Services, Inc. | 8 | $1,713 | 0.00% | +8 | 新進 |
| Dogwood Wealth Management LLC | 8 | $1,713 | 0.00% | +8 | 新進 |
| DiNuzzo Private Wealth, Inc. | 7 | $1,499 | 0.00% | 00.0% | 不變 |
| Cromwell Holdings LLC | 7 | $1,499 | 0.00% | 00.0% | 不變 |
| Bruce G. Allen Investments, LLC | 6 | $1,285 | 0.00% | 00.0% | 不變 |
| MidFirst Bank | 6 | $1,285 | 0.00% | 00.0% | 不變 |
| Bare Financial Services, Inc | 6 | $1,285 | 0.00% | +2+50.0% | 加碼 |
| Avion Wealth | 8 | $1,000 | 0.00% | +3+60.0% | 加碼 |
| Creative Financial Designs Inc | 4 | $856 | 0.00% | 00.0% | 不變 |
| Tounjian Advisory Partners, LLC | 4 | $856 | 0.00% | +4 | 新進 |
| Torren Management, LLC | 3 | $668 | 0.00% | 00.0% | 不變 |
| LRI Investments, LLC | 3 | $642 | 0.00% | +3 | 新進 |
| DecisionPoint Financial, LLC | 2 | $434 | 0.00% | +2 | 新進 |
| SHP Wealth Management | 2 | $428 | 0.00% | +2 | 新進 |
| TFC Financial Management | 1 | $215 | 0.00% | 00.0% | 不變 |
| Maryland Capital Advisors Inc. | 1 | $215 | 0.00% | +1 | 新進 |
| Investors Portfolio Services LLC | 1 | $214 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 1 | $214 | 0.00% | 00.0% | 不變 |
| Planning Strategies Inc. | 1 | $214 | 0.00% | +1 | 新進 |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | 新進 |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −215,370−100.0% | 清倉 |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −152,763−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −143,474−100.0% | 清倉 |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −43,400−100.0% | 清倉 |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −19,441−100.0% | 清倉 |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −17,493−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −14,837−100.0% | 清倉 |
| AMG National Trust Bank | 0 | $0 | 0.00% | −10,835−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −10,334−100.0% | 清倉 |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −4,571−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −3,744−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,640−100.0% | 清倉 |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −3,537−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −3,468−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −3,245−100.0% | 清倉 |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −3,083−100.0% | 清倉 |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −2,608−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −2,601−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −2,470−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −1,901−100.0% | 清倉 |
| WBI Investments | 0 | $0 | 0.00% | −1,853−100.0% | 清倉 |
| 111 Capital | 0 | $0 | 0.00% | −1,705−100.0% | 清倉 |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −1,538−100.0% | 清倉 |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −1,445−100.0% | 清倉 |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −1,283−100.0% | 清倉 |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −237−100.0% | 清倉 |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −204−100.0% | 清倉 |
| Innovative Asset Advisors Group, LLC | 0 | $0 | 0.00% | −156−100.0% | 清倉 |
| Matrix Trust Co | 0 | $0 | 0.00% | −122−100.0% | 清倉 |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −54−100.0% | 清倉 |
| Grove Bank & Trust | 0 | $0 | 0.00% | −41−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −35−100.0% | 清倉 |
| DAGCO, Inc. | 0 | $0 | 0.00% | −34−100.0% | 清倉 |
| Intentional Wealth Strategies, LLC | 0 | $0 | 0.00% | −24−100.0% | 清倉 |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | 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 |
| Millington Securities, LLC | – | – | – | – | 本季未申報 |
| Journey Strategic Wealth LLC | – | – | – | – | 本季未申報 |
