| Archer Investment Corp | 950 | $7.89 萬 | 0.03% | +220+30.1% | 加碼 |
| Belpointe Asset Management LLC | 946 | $7.52 萬 | 0.00% | +20+2.2% | 加碼 |
| Byrne Asset Management LLC | 935 | $7.40 萬 | 0.05% | +935 | 新進 |
| Optimum Investment Advisors | 900 | $7.15 萬 | 0.04% | 00.0% | 不變 |
| Proequities, Inc. | 826 | $6.56 萬 | 0.01% | +37+4.7% | 加碼 |
| Baystate Wealth Management LLC | 783 | $6.22 萬 | 0.01% | +83+11.9% | 加碼 |
| ICA Group Wealth Management, LLC | 750 | $5.96 萬 | 0.01% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 748 | $5.94 萬 | 0.00% | −102−12.0% | 減碼 |
| First Horizon Advisors, Inc. | 674 | $5.36 萬 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 672 | $5.34 萬 | 0.00% | +7+1.1% | 加碼 |
| Meeder Asset Management Inc | 628 | $4.99 萬 | 0.00% | 00.0% | 不變 |
| Pinebridge Investments, L.P. | 602 | $4.78 萬 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 480 | $3.80 萬 | 0.00% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 420 | $3.34 萬 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 415 | $3.30 萬 | 0.00% | 00.0% | 不變 |
| Ci Investments Inc. | 373 | $3.00 萬 | 0.00% | +32+9.4% | 加碼 |
| Tortoise Investment Management, LLC | 348 | $2.77 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 329 | $2.71 萬 | 0.00% | +287+683.3% | 加碼 |
| Virtus Fund Advisers, LLC | 340 | $2.70 萬 | 0.19% | 00.0% | 不變 |
| Advisory Services Network, LLC | 302 | $2.40 萬 | 0.00% | +51+20.3% | 加碼 |
| PEAK6 Investments LLC | 300 | $2.38 萬 | 0.00% | +110+57.9% | 加碼 |
| Clearstead Advisors, LLC | 292 | $2.32 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 517 | $2.11 萬 | 0.00% | −707−57.8% | 減碼 |
| Quarry LP | 255 | $2.03 萬 | 0.01% | +88+52.7% | 加碼 |
| GWM Advisors LLC | 243 | $1.93 萬 | 0.00% | −189−43.8% | 減碼 |
| EverSource Wealth Advisors, LLC | 220 | $1.75 萬 | 0.00% | −46−17.3% | 減碼 |
| Crewe Advisors LLC | 210 | $1.67 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 209 | $1.66 萬 | 0.00% | +11+5.6% | 加碼 |
| Whittier Trust Co | 208 | $1.65 萬 | 0.00% | +98+89.1% | 加碼 |
| Plante Moran Financial Advisors, LLC | 202 | $1.61 萬 | 0.00% | 00.0% | 不變 |
| Centerpoint Advisors, LLC | 183 | $1.50 萬 | 0.01% | +24+15.1% | 加碼 |
| Sageworth Trust Co of South Dakota | 166 | $1.32 萬 | 0.03% | 00.0% | 不變 |
| Clearview Wealth Advisors LLC | 137 | $1.09 萬 | 0.01% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 120 | $9,536 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 120 | $9,536 | 0.00% | 00.0% | 不變 |
| Park Place Capital Corp | 95 | $7,550 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 83 | $6,596 | 0.00% | −15−15.3% | 減碼 |
| SRS Capital Advisors, Inc. | 80 | $6,395 | 0.00% | +13+19.4% | 加碼 |
| Sageworth Trust Co | 76 | $6,040 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 74 | $5,881 | 0.00% | +6+8.8% | 加碼 |
| JFS Wealth Advisors, LLC | 62 | $4,928 | 0.00% | −3−4.6% | 減碼 |
| Central Trust Co | 62 | $4,928 | 0.00% | 00.0% | 不變 |
| Denali Advisors LLC | 54 | $4,291 | 0.00% | +13+31.7% | 加碼 |
| Schubert & Co | 39 | $3,100 | 0.00% | +9+30.0% | 加碼 |
| Steward Financial Group LLC | 48 | $3,000 | 0.00% | +25+108.7% | 加碼 |
| Valley National Advisers Inc | 40 | $3,000 | 0.00% | +40 | 新進 |
| Allworth Financial LP | 37 | $2,941 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 28 | $2,225 | 0.00% | −19−40.4% | 減碼 |
| RFP Financial Group LLC | 28 | $2,225 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 27 | $2,146 | 0.00% | +15+125.0% | 加碼 |
| BOK Financial Private Wealth, Inc. | 22 | $1,749 | 0.00% | +22 | 新進 |
| Versant Capital Management, Inc | 19 | $1,481 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 18 | $1,431 | 0.00% | −1−5.3% | 減碼 |
| AdvisorNet Financial, Inc | 18 | $1,430 | 0.00% | −1−5.3% | 減碼 |
| Disciplined Investments, LLC | 14 | $1,113 | 0.00% | +1+7.7% | 加碼 |
| Horan Securities, Inc. | 12 | $954 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 12 | $954 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 7 | $557 | 0.00% | −12−63.2% | 減碼 |
| Farther Finance Advisors, LLC | 6 | $477 | 0.00% | 00.0% | 不變 |
| Tfo-TDC, LLC | 3 | $238 | 0.00% | −2−40.0% | 減碼 |
| Huntington National Bank | 1 | $79 | 0.00% | 00.0% | 不變 |
| Silicon Valley Capital Partners | 1 | $43 | 0.00% | 00.0% | 不變 |
| Sofos Investments, Inc. | 79 | $1 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 3 | $0 | 0.00% | +3 | 新進 |
| Avion Wealth | 6 | $0 | 0.00% | +6 | 新進 |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −112,137−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −74,923−100.0% | 清倉 |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −45,489−100.0% | 清倉 |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −25,373−100.0% | 清倉 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −15,674−100.0% | 清倉 |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −14,700−100.0% | 清倉 |
| TD Asset Management Inc | 0 | $0 | 0.00% | −13,800−100.0% | 清倉 |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −11,387−100.0% | 清倉 |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −10,482−100.0% | 清倉 |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −9,070−100.0% | 清倉 |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −8,422−100.0% | 清倉 |
| Zacks Investment Management | 0 | $0 | 0.00% | −7,756−100.0% | 清倉 |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −4,973−100.0% | 清倉 |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −3,135−100.0% | 清倉 |
| Clarkston Capital Partners, LLC | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Penobscot Investment Management Company, Inc. | 0 | $0 | 0.00% | −2,920−100.0% | 清倉 |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −2,747−100.0% | 清倉 |
| Origin Asset Management LLP | 0 | $0 | 0.00% | −2,690−100.0% | 清倉 |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −2,677−100.0% | 清倉 |
| Csenge Advisory Group | 0 | $0 | 0.00% | −2,560−100.0% | 清倉 |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −1,427−100.0% | 清倉 |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −501−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −195−100.0% | 清倉 |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −149−100.0% | 清倉 |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −140−100.0% | 清倉 |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −114−100.0% | 清倉 |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −110−100.0% | 清倉 |
| Column Capital Advisors, LLC | 0 | $0 | 0.00% | −90−100.0% | 清倉 |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| Concord Wealth Partners | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| Rothschild & Co Asset Management US Inc. | – | – | – | – | 本季未申報 |
| Cornerstone Planning Group LLC | – | – | – | – | 本季未申報 |