| True Wealth Design, LLC | 353 | $2.05 萬 | 0.01% | +90+34.2% | 加碼 |
| Rothschild Investment LLC | 320 | $1.86 萬 | 0.00% | +3+0.9% | 加碼 |
| Bruce G. Allen Investments, LLC | 316 | $1.84 萬 | 0.01% | 00.0% | 不變 |
| Allworth Financial LP | 306 | $1.78 萬 | 0.00% | +65+27.0% | 加碼 |
| Umb Bank N A | 262 | $1.52 萬 | 0.00% | 00.0% | 不變 |
| Whipplewood Advisors, LLC | 256 | $1.49 萬 | 0.01% | +256 | 新進 |
| SJS Investment Consulting Inc. | 244 | $1.42 萬 | 0.00% | 00.0% | 不變 |
| First Command Advisory Services, Inc. | 241 | $1.40 萬 | 0.00% | +241 | 新進 |
| Boreal Capital Management LLC | 200 | $1.16 萬 | 0.01% | 00.0% | 不變 |
| Larson Financial Group LLC | 193 | $1.12 萬 | 0.00% | +57+41.9% | 加碼 |
| SRS Capital Advisors, Inc. | 191 | $1.11 萬 | 0.00% | −226−54.2% | 減碼 |
| Salomon & Ludwin, LLC | 160 | $9,298 | 0.00% | 00.0% | 不變 |
| Essential Partners LLC | 157 | $9,134 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 150 | $8,727 | 0.00% | 00.0% | 不變 |
| Quest 10 Wealth Builders, Inc. | 150 | $8,727 | 0.01% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 140 | $8,145 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 144 | $8,000 | 0.00% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 120 | $7,618 | 0.00% | +13+12.1% | 加碼 |
| Colonial Trust Advisors | 100 | $5,818 | 0.00% | +100 | 新進 |
| Valued Wealth Advisors LLC | 99 | $5,760 | 0.00% | 00.0% | 不變 |
| UMA Financial Services, Inc. | 98 | $5,702 | 0.00% | 00.0% | 不變 |
| Financial Consulate, Inc | 94 | $5,469 | 0.00% | +47+100.0% | 加碼 |
| Manchester Capital Management LLC | 90 | $5,237 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 86 | $5,029 | 0.00% | +73+561.5% | 加碼 |
| CoreCap Advisors, LLC | 80 | $4,654 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 74 | $4,306 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 72 | $4,189 | 0.00% | −17−19.1% | 減碼 |
| Bare Financial Services, Inc | 71 | $4,131 | 0.00% | 00.0% | 不變 |
| Kilter Group LLC | 69 | $4,015 | 0.00% | +69 | 新進 |
| Twin Peaks Wealth Advisors, LLC | 64 | $3,724 | 0.00% | +64 | 新進 |
| Harbour Investments, Inc. | 62 | $3,607 | 0.00% | +62 | 新進 |
| Parkside Financial Bank & Trust | 47 | $2,735 | 0.00% | −6−11.3% | 減碼 |
| Steward Partners Investment Advisory, LLC | 42 | $2,444 | 0.00% | 00.0% | 不變 |
| SHP Wealth Management | 41 | $2,385 | 0.00% | +12+41.4% | 加碼 |
| Toth Financial Advisory Corp | 40 | $2,328 | 0.00% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 38 | $2,210 | 0.00% | +13+52.0% | 加碼 |
| GW&K Investment Management, LLC | 39 | $2,000 | 0.00% | 00.0% | 不變 |
| MPWM Advisory Solutions, LLC | 34 | $1,978 | 0.00% | 00.0% | 不變 |
| Barclays PLC | 32 | $1,862 | 0.00% | +31+3,100.0% | 加碼 |
| Zions Bancorporation, National Association | 30 | $1,745 | 0.00% | 00.0% | 不變 |
| Horizon Investments, LLC | 28 | $1,629 | 0.00% | +28 | 新進 |
| Dogwood Wealth Management LLC | 28 | $1,629 | 0.00% | +28 | 新進 |
| Tower Research Capital LLC (TRC) | 27 | $1,571 | 0.00% | −99,906−100.0% | 減碼 |
| Nemes Rush Group LLC | 22 | $1,280 | 0.00% | 00.0% | 不變 |
| Principia Wealth Advisory, LLC | 19 | $1,105 | 0.00% | +2+11.8% | 加碼 |
| Silicon Valley Capital Partners | 18 | $1,047 | 0.00% | +18 | 新進 |
| Burk Holdings LLC | 18 | $1,047 | 0.00% | +18 | 新進 |
| American Capital Advisory, LLC | 17 | $990 | 0.00% | +13+325.0% | 加碼 |
| MV Capital Management, Inc. | 17 | $990 | 0.00% | +15+750.0% | 加碼 |
| GHP Investment Advisors, Inc. | 16 | $931 | 0.00% | +16 | 新進 |
| Investors Portfolio Services LLC | 14 | $889 | 0.00% | +14 | 新進 |
| Innovative Asset Advisors Group, LLC | 13 | $756 | 0.00% | +13 | 新進 |
| Arlington Trust Co LLC | 10 | $582 | 0.00% | +10 | 新進 |
| Ancora Advisors, LLC | 8 | $465 | 0.00% | 00.0% | 不變 |
| Root Financial Partners, LLC | 8 | $465 | 0.00% | +5+166.7% | 加碼 |
| IFP Advisors, Inc | 7 | $407 | 0.00% | +7 | 新進 |
| Creative Financial Designs Inc | 6 | $349 | 0.00% | 00.0% | 不變 |
| Sofos Investments, Inc. | 6 | $349 | 0.00% | +6 | 新進 |
| GWM Advisors LLC | 4 | $253 | 0.00% | 00.0% | 不變 |
| Beaird Harris Wealth Management, LLC | 4 | $250 | 0.00% | 00.0% | 不變 |
| Stone House Investment Management, LLC | 4 | $233 | 0.00% | +4 | 新進 |
| TD Capital Management LLC | 3 | $175 | 0.00% | −2−40.0% | 減碼 |
| Triumph Capital Management | 3 | $175 | 0.00% | +3 | 新進 |
| Cassaday & Co Wealth Management LLC | 1 | $59 | 0.00% | +1 | 新進 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −471,555−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −346,283−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −266,087−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −228,960−100.0% | 清倉 |
| Corigliano Investment Advisers, LLC | 0 | $0 | 0.00% | −157,700−100.0% | 清倉 |
| LMR Partners LLP | 0 | $0 | 0.00% | −126,422−100.0% | 清倉 |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −117,117−100.0% | 清倉 |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −84,597−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −81,396−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −63,601−100.0% | 清倉 |
| Exencial Wealth Advisors, LLC | 0 | $0 | 0.00% | −35,192−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −21,818−100.0% | 清倉 |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −21,541−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −21,106−100.0% | 清倉 |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −11,469−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −11,186−100.0% | 清倉 |
| DRW Securities, LLC | 0 | $0 | 0.00% | −7,946−100.0% | 清倉 |
| Jain Global LLC | 0 | $0 | 0.00% | −7,545−100.0% | 清倉 |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −6,481−100.0% | 清倉 |
| Total Wealth Planning & Management, Inc. | 0 | $0 | 0.00% | −6,337−100.0% | 清倉 |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −5,375−100.0% | 清倉 |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −3,200−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −1,738−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −421−100.0% | 清倉 |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −256−100.0% | 清倉 |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −108−100.0% | 清倉 |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −73−100.0% | 清倉 |
| Signature Equity Partners, LLC | 0 | $0 | 0.00% | −55−100.0% | 清倉 |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −35−100.0% | 清倉 |
| Independence Bank of Kentucky | 0 | $0 | 0.00% | −16−100.0% | 清倉 |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Vanguard Group Inc | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
| CIBC Private Wealth Group, LLC | – | – | – | – | 本季未申報 |