| Avion Wealth | 50 | $3,000 | 0.00% | +1+2.0% | 加碼 |
| UMA Financial Services, Inc. | 48 | $2,949 | 0.00% | +48 | 新進 |
| Jones Financial Companies LLLP | 48 | $2,941 | 0.00% | 00.0% | 不變 |
| Addison Advisors LLC | 46 | $2,826 | 0.00% | −324−87.6% | 減碼 |
| DiNuzzo Private Wealth, Inc. | 32 | $1,966 | 0.00% | −1−3.0% | 減碼 |
| Huntington National Bank | 27 | $1,659 | 0.00% | −12−30.8% | 減碼 |
| Quarry LP | 25 | $1,536 | 0.00% | −1,121−97.8% | 減碼 |
| South State Corp. | 25 | $1,536 | 0.00% | 00.0% | 不變 |
| Rakuten Securities, Inc. | 24 | $1,474 | 0.00% | −2−7.7% | 減碼 |
| Geneos Wealth Management Inc. | 22 | $1,351 | 0.00% | −48−68.6% | 減碼 |
| Rialto Wealth Management, LLC | 21 | $1,290 | 0.00% | +21 | 新進 |
| SJS Investment Consulting Inc. | 19 | $1,167 | 0.00% | −14−42.4% | 減碼 |
| Hughes Financial Services, LLC | 18 | $1,162 | 0.00% | +2+12.5% | 加碼 |
| Capital A Wealth Management, LLC | 21 | $1,120 | 0.01% | +21 | 新進 |
| Valley National Advisers Inc | 23 | $1,000 | 0.00% | 00.0% | 不變 |
| Picton Mahoney Asset Management | 17 | $1,000 | 0.00% | 00.0% | 不變 |
| Twin Peaks Wealth Advisors, LLC | 15 | $991 | 0.00% | +15 | 新進 |
| Transce3nd, LLC | 16 | $983 | 0.00% | 00.0% | 不變 |
| Bare Financial Services, Inc | 16 | $983 | 0.00% | +16 | 新進 |
| Bruce G. Allen Investments, LLC | 14 | $860 | 0.00% | +2+16.7% | 加碼 |
| Rossby Financial, LCC | 11 | $676 | 0.00% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 10 | $648 | 0.00% | 00.0% | 不變 |
| WPG Advisers, LLC | 10 | $614 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 9 | $553 | 0.00% | 00.0% | 不變 |
| Whipplewood Advisors, LLC | 9 | $553 | 0.00% | −221−96.1% | 減碼 |
| HFM Investment Advisors, LLC | 9 | $553 | 0.00% | +5+125.0% | 加碼 |
| Bogart Wealth, LLC | 9 | $553 | 0.00% | +9 | 新進 |
| Larson Financial Group LLC | 6 | $369 | 0.00% | +6 | 新進 |
| Bay Harbor Wealth Management, LLC | 6 | $368 | 0.00% | +3+100.0% | 加碼 |
| WealthTrak Capital Management LLC | 5 | $308 | 0.00% | −10−66.7% | 減碼 |
| Parkworth Wealth Management, Inc. | 5 | $307 | 0.00% | 00.0% | 不變 |
| Valued Wealth Advisors LLC | 4 | $246 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 4 | $246 | 0.00% | +2+100.0% | 加碼 |
| Raleigh Capital Management Inc. | 4 | $246 | 0.00% | +4 | 新進 |
| TD Waterhouse Canada Inc. | 1 | $64 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 1 | $62 | 0.00% | 00.0% | 不變 |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −163,730−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −137,712−100.0% | 清倉 |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −134,863−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −121,741−100.0% | 清倉 |
| Spears Abacus Advisors LLC | 0 | $0 | 0.00% | −119,219−100.0% | 清倉 |
| Caxton Associates LLP | 0 | $0 | 0.00% | −38,355−100.0% | 清倉 |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −35,312−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −31,814−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −21,018−100.0% | 清倉 |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −21,100−100.0% | 清倉 |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −20,886−100.0% | 清倉 |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −19,807−100.0% | 清倉 |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −16,166−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −15,084−100.0% | 清倉 |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −13,209−100.0% | 清倉 |
| Versor Investments LP | 0 | $0 | 0.00% | −11,600−100.0% | 清倉 |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −10,850−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −10,753−100.0% | 清倉 |
| Empirical Finance, LLC | 0 | $0 | 0.00% | −10,538−100.0% | 清倉 |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −10,066−100.0% | 清倉 |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −8,269−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −8,260−100.0% | 清倉 |
| Diversified Trust Co | 0 | $0 | 0.00% | −7,457−100.0% | 清倉 |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −7,000−100.0% | 清倉 |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −6,911−100.0% | 清倉 |
| United Services Automobile Association | 0 | $0 | 0.00% | −6,649−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −6,135−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −5,937−100.0% | 清倉 |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −5,679−100.0% | 清倉 |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −5,304−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −5,192−100.0% | 清倉 |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −5,017−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −4,547−100.0% | 清倉 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −4,069−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,911−100.0% | 清倉 |
| MQS Management LLC | 0 | $0 | 0.00% | −3,792−100.0% | 清倉 |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −3,691−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −3,668−100.0% | 清倉 |
| Corton Capital Inc. | 0 | $0 | 0.00% | −3,624−100.0% | 清倉 |
| PEAK6 LLC | 0 | $0 | 0.00% | −3,607−100.0% | 清倉 |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −3,601−100.0% | 清倉 |
| Measured Wealth Private Client Group, LLC | 0 | $0 | 0.00% | −3,545−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −3,413−100.0% | 清倉 |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −3,335−100.0% | 清倉 |
| Reyes Financial Architecture, Inc. | 0 | $0 | 0.00% | −1,283−100.0% | 清倉 |
| Promethos Capital, LLC | 0 | $0 | 0.00% | −260−100.0% | 清倉 |
| Runnymede Capital Advisors, Inc. | 0 | $0 | 0.00% | −240−100.0% | 清倉 |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −110−100.0% | 清倉 |
| Cherry Tree Wealth Management, LLC | 0 | $0 | 0.00% | −96−100.0% | 清倉 |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −69−100.0% | 清倉 |
| Amundi | 0 | $0 | 0.00% | −46−100.0% | 清倉 |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −23−100.0% | 清倉 |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Credit Agricole S A | – | – | – | – | 本季未申報 |
| Glenmede Trust Co NA | – | – | – | – | 本季未申報 |
| Lindbrook Capital, LLC | – | – | – | – | 本季未申報 |
| Sandy Spring Bank | – | – | – | – | 本季未申報 |
