| Cetera Investment Advisers | 9,979 | $26.4 萬 | 0.00% | +9,979 | 新進 |
| JMN Financial LLC | 9,190 | $24.6 萬 | 0.24% | −1,484−13.9% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 9,095 | $24.1 萬 | 0.00% | +9,095 | 新進 |
| Nia Impact Advisors, LLC | 8,408 | $22.3 萬 | 0.10% | +8,408 | 新進 |
| Pensionmark Financial Group, LLC | 8,197 | $21.7 萬 | 0.00% | +8,197 | 新進 |
| Silvercrest Asset Management Group LLC | 8,125 | $21.5 萬 | 0.00% | +8,125 | 新進 |
| Argentarii, LLC | 7,862 | $20.8 萬 | 0.07% | +7,862 | 新進 |
| Private Advisor Group, LLC | 7,764 | $20.6 萬 | 0.00% | +7,764 | 新進 |
| Holistic Financial Partners | 7,690 | $20.4 萬 | 0.08% | +7,690 | 新進 |
| Virtus Investment Advisers, Inc. | 7,333 | $19.4 萬 | 0.05% | −773−9.5% | 減碼 |
| Ronald Blue Trust, Inc. | 6,562 | $17.4 萬 | 0.00% | −84−1.3% | 減碼 |
| Parallel Advisors, LLC | 6,020 | $15.9 萬 | 0.00% | −364−5.7% | 減碼 |
| CWM, LLC | 6,011 | $15.9 萬 | 0.00% | −583−8.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 5,760 | $15.3 萬 | 0.00% | +234+4.2% | 加碼 |
| US Bancorp | 5,402 | $14.3 萬 | 0.00% | −33,358−86.1% | 減碼 |
| Signaturefd, LLC | 5,264 | $13.9 萬 | 0.00% | +127+2.5% | 加碼 |
| Public Employees Retirement System of Ohio | 5,047 | $13.4 萬 | 0.00% | −40,293−88.9% | 減碼 |
| Clear Street Markets LLC | 4,808 | $12.7 萬 | 0.06% | +4,808 | 新進 |
| Farther Finance Advisors, LLC | 4,604 | $12.3 萬 | 0.00% | −419−8.3% | 減碼 |
| EverSource Wealth Advisors, LLC | 4,544 | $12.0 萬 | 0.00% | +1,925+73.5% | 加碼 |
| FMR LLC | 4,325 | $11.5 萬 | 0.00% | +440+11.3% | 加碼 |
| CWM Advisors, LLC | 4,191 | $11.1 萬 | 0.01% | +386+10.1% | 加碼 |
| Rhumbline Advisers | 4,090 | $10.8 萬 | 0.00% | −122−2.9% | 減碼 |
| Tower Research Capital LLC (TRC) | 3,625 | $9.60 萬 | 0.00% | +3,096+585.3% | 加碼 |
| GAMMA Investing LLC | 3,573 | $9.46 萬 | 0.00% | +11+0.3% | 加碼 |
| Quadrant Capital Group LLC | 3,556 | $9.42 萬 | 0.00% | −555−13.5% | 減碼 |
| Atlas Capital Advisors LLC | 2,854 | $7.56 萬 | 0.01% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 2,312 | $6.13 萬 | 0.00% | +126+5.8% | 加碼 |
| Rockefeller Capital Management L.P. | 1,878 | $4.97 萬 | 0.00% | +1,878 | 新進 |
| Wells Fargo & Company | 1,258 | $3.33 萬 | 0.00% | −155−11.0% | 減碼 |
| Basecamp Wealth Advisors LLC | 1,168 | $3.09 萬 | 0.01% | −67−5.4% | 減碼 |
| Vanguard Global Advisers, LLC | 819 | $2.17 萬 | 0.00% | +819 | 新進 |
| Allworth Financial LP | 708 | $1.87 萬 | 0.00% | +485+217.5% | 加碼 |
| Smartleaf Asset Management LLC | 714 | $1.82 萬 | 0.00% | −1−0.1% | 減碼 |
| WealthCollab, LLC | 645 | $1.71 萬 | 0.01% | 00.0% | 不變 |
| Intentional Wealth Strategies, LLC | 616 | $1.63 萬 | 0.02% | +616 | 新進 |
| SBI Securities Co., Ltd. | 594 | $1.57 萬 | 0.00% | +12+2.1% | 加碼 |
| UBS Asset Management Americas Inc | 593 | $1.57 萬 | 0.00% | +422+246.8% | 加碼 |
| Caitong International Asset Management Co., Ltd | 525 | $1.39 萬 | 0.00% | −131−20.0% | 減碼 |
| Byrne Asset Management LLC | 490 | $1.30 萬 | 0.01% | −135−21.6% | 減碼 |
| Manchester Capital Management LLC | 479 | $1.27 萬 | 0.00% | +479 | 新進 |
| Transamerica Financial Advisors, Inc. | 438 | $1.16 萬 | 0.00% | +435+14,500.0% | 加碼 |
| Jones Financial Companies LLLP | 452 | $1.15 萬 | 0.00% | +450+22,500.0% | 加碼 |
| Acumen Wealth Advisors, LLC | 253 | $6,702 | 0.00% | +253 | 新進 |
| Umb Bank N A | 189 | $5,007 | 0.00% | 00.0% | 不變 |
| Dogwood Wealth Management LLC | 183 | $4,848 | 0.00% | +183 | 新進 |
| Fifth Third Bancorp | 161 | $4,265 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 155 | $4,106 | 0.00% | +155 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 142 | $3,762 | 0.00% | 00.0% | 不變 |
| UMA Financial Services, Inc. | 117 | $3,100 | 0.00% | 00.0% | 不變 |
| Financial Consulate, Inc | 117 | $3,100 | 0.00% | +92+368.0% | 加碼 |
| Larson Financial Group LLC | 114 | $3,020 | 0.00% | +90+375.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 79 | $2,093 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 76 | $2,014 | 0.00% | 00.0% | 不變 |
| Navigoe, LLC | 108 | $2,000 | 0.00% | 00.0% | 不變 |
| NBC Securities, Inc. | 63 | $1,668 | 0.00% | 00.0% | 不變 |
| IMA Wealth, Inc. | 62 | $1,652 | 0.00% | −8−11.4% | 減碼 |
| Parkside Financial Bank & Trust | 49 | $1,299 | 0.00% | −128−72.3% | 減碼 |
| Stone House Investment Management, LLC | 18 | $477 | 0.00% | +5+38.5% | 加碼 |
| True Wealth Design, LLC | 17 | $451 | 0.00% | +4+30.8% | 加碼 |
| Eurizon Capital SGR S.p.A. | 17 | $450 | 0.00% | 00.0% | 不變 |
| Frazier Financial Advisors, LLC | 16 | $424 | 0.00% | +16 | 新進 |
| Investors Portfolio Services LLC | 13 | $293 | 0.00% | +13 | 新進 |
| Sofos Investments, Inc. | 11 | $291 | 0.00% | +11 | 新進 |
| Root Financial Partners, LLC | 4 | $106 | 0.00% | +4 | 新進 |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −119,739−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −105,334−100.0% | 清倉 |
| Capital Insight Partners, LLC | 0 | $0 | 0.00% | −66,596−100.0% | 清倉 |
| Pinebridge Investments LLC | 0 | $0 | 0.00% | −66,932−100.0% | 清倉 |
| Goldentree Asset Management LP | 0 | $0 | 0.00% | −65,010−100.0% | 清倉 |
| Invesco Ltd. | 0 | $0 | 0.00% | −64,400−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −56,900−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −45,632−100.0% | 清倉 |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −38,702−100.0% | 清倉 |
| Archford Capital Strategies, LLC | 0 | $0 | 0.00% | −34,766−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −31,607−100.0% | 清倉 |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −11,403−100.0% | 清倉 |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −10,683−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −10,567−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −1,994−100.0% | 清倉 |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −631−100.0% | 清倉 |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −182−100.0% | 清倉 |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −51−100.0% | 清倉 |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | 0 | 清倉 |
| Vanguard Group Inc | – | – | – | – | 本季未申報 |
| Meritage Portfolio Management | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
