| Prestige Wealth Management Group LLC | 17 | $2,917 | 0.00% | 00.0% | 不變 |
| Values First Advisors, Inc. | 16 | $2,716 | 0.00% | +16 | 新進 |
| Abound Wealth Management | 14 | $2,404 | 0.00% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 14 | $2,402 | 0.00% | 00.0% | 不變 |
| Ahrens Investment Partners LLC | 14 | $2,402 | 0.00% | +14 | 新進 |
| Financial Management Professionals, Inc. | 9 | $2,000 | 0.00% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 9 | $2,000 | 0.00% | −4−30.8% | 減碼 |
| Clearstead Advisors, LLC | 11 | $1,905 | 0.00% | +6+120.0% | 加碼 |
| Disciplined Investments, LLC | 11 | $1,887 | 0.00% | +3+37.5% | 加碼 |
| Moisand Fitzgerald Tamayo, LLC | 10 | $1,716 | 0.00% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 10 | $1,716 | 0.00% | +10 | 新進 |
| Trifecta Capital Advisors, LLC | 9 | $1,545 | 0.00% | 00.0% | 不變 |
| Lee Financial Co | 8 | $1,373 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 7 | $1,203 | 0.00% | +3+75.0% | 加碼 |
| Valley National Advisers Inc | 7 | $1,000 | 0.00% | 00.0% | 不變 |
| Penserra Capital Management LLC | 8 | $1,000 | 0.00% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 5 | $870 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 5 | $858 | 0.00% | −131−96.3% | 減碼 |
| Wolff Wiese Magana LLC | 5 | $858 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $857 | 0.00% | 00.0% | 不變 |
| Core Alternative Capital | 3 | $515 | 0.00% | −4−57.1% | 減碼 |
| Highline Wealth Partners LLC | 3 | $515 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 2 | $344 | 0.00% | 00.0% | 不變 |
| Tfo-TDC, LLC | 2 | $343 | 0.00% | −3−60.0% | 減碼 |
| GW&K Investment Management, LLC | 2 | $0 | 0.00% | +2 | 新進 |
| Avion Wealth | 3 | $0 | 0.00% | +3 | 新進 |
| Summit Wealth Group, LLC | 48,037 | $0 | 0.00% | +48,037 | 新進 |
| Quilter Plc | 4,303 | – | – | +155+3.7% | 加碼 |
| TPG GP A, LLC | 0 | $0 | 0.00% | −133,629−100.0% | 清倉 |
| North Fourth Asset Management, LP | 0 | $0 | 0.00% | −87,259−100.0% | 清倉 |
| Covea Finance | 0 | $0 | 0.00% | −59,844−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −56,176−100.0% | 清倉 |
| Carlson Capital L P | 0 | $0 | 0.00% | −54,860−100.0% | 清倉 |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −41,000−100.0% | 清倉 |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −34,562−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −27,419−100.0% | 清倉 |
| Crestline Management, LP | 0 | $0 | 0.00% | −22,585−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −20,898−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −16,025−100.0% | 清倉 |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −15,435−100.0% | 清倉 |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −13,810−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −9,035−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −8,500−100.0% | 清倉 |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −7,381−100.0% | 清倉 |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Mitchell & Pahl Private Wealth, LLC | 0 | $0 | 0.00% | −4,991−100.0% | 清倉 |
| Allstate Corp | 0 | $0 | 0.00% | −3,674−100.0% | 清倉 |
| Shell Asset Management Co | 0 | $0 | 0.00% | −3,336−100.0% | 清倉 |
| Shay Capital LLC | 0 | $0 | 0.00% | −2,900−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −2,720−100.0% | 清倉 |
| Andra AP-fonden | 0 | $0 | 0.00% | −2,700−100.0% | 清倉 |
| Cipher Capital LP | 0 | $0 | 0.00% | −2,659−100.0% | 清倉 |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −2,466−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −2,444−100.0% | 清倉 |
| Mason Investment Advisory Services, Inc. | 0 | $0 | 0.00% | −2,339−100.0% | 清倉 |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −2,268−100.0% | 清倉 |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −2,243−100.0% | 清倉 |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −2,198−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −1,960−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,619−100.0% | 清倉 |
| Gilman Hill Asset Management, LLC | 0 | $0 | 0.00% | −1,600−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −1,467−100.0% | 清倉 |
| Sound View Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −1,121−100.0% | 清倉 |
| Westhampton Capital, LLC | 0 | $0 | 0.00% | −1,400−100.0% | 清倉 |
| Fiducient Advisors LLC | 0 | $0 | 0.00% | −1,400−100.0% | 清倉 |
| Pinnacle Wealth Management Group, Inc. | 0 | $0 | 0.00% | −1,267−100.0% | 清倉 |
| AllGen Financial Advisors, Inc. | 0 | $0 | 0.00% | −1,225−100.0% | 清倉 |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −1,167−100.0% | 清倉 |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −1,165−100.0% | 清倉 |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −1,162−100.0% | 清倉 |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −1,148−100.0% | 清倉 |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −1,144−100.0% | 清倉 |
| Zullo Investment Group, Inc. | 0 | $0 | 0.00% | −363−100.0% | 清倉 |
| Hanson & Doremus Investment Management | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −225−100.0% | 清倉 |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −220−100.0% | 清倉 |
| Seldon Capital LP | 0 | $0 | 0.00% | −170−100.0% | 清倉 |
| General Partner, Inc. | 0 | $0 | 0.00% | −169−100.0% | 清倉 |
| Advanced Asset Management Advisors Inc | 0 | $0 | 0.00% | −162−100.0% | 清倉 |
| First Financial Corp | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| Ellevest, Inc. | 0 | $0 | 0.00% | −62−100.0% | 清倉 |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| Sageworth Trust Co | 0 | $0 | 0.00% | −16−100.0% | 清倉 |
| Sierra Capital LLC | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| Addison Advisors LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| Bank of the West | – | – | – | – | 本季未申報 |
| Seeyond | – | – | – | – | 本季未申報 |
| Kepos Capital LP | – | – | – | – | 本季未申報 |
| YorkBridge Wealth Partners, LLC | – | – | – | – | 本季未申報 |
| Allstate Investment Management Co | – | – | – | – | 本季未申報 |
| Personal Capital Advisors Corp | – | – | – | – | 本季未申報 |
| Gofen & Glossberg LLC | – | – | – | – | 本季未申報 |
| Laurel Wealth Advisors, Inc. | – | – | – | – | 本季未申報 |
| Pendal Group Limited | – | – | – | – | 本季未申報 |
| CoreCap Advisors, LLC | – | – | – | – | 本季未申報 |
| Sargent Bickham Lagudis LLC | – | – | – | – | 本季未申報 |
