| True Wealth Design, LLC | 813 | $3,683 | 0.00% | −1,167−58.9% | 減碼 |
| Storebrand Asset Management AS | 808 | $3,660 | 0.00% | −795−49.6% | 減碼 |
| Larson Financial Group LLC | 782 | $3,542 | 0.00% | −5,197−86.9% | 減碼 |
| North Star Investment Management Corp. | 640 | $2,899 | 0.00% | 00.0% | 不變 |
| Private Wealth Management Group, LLC | 635 | $2,877 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 624 | $2,827 | 0.00% | +507+433.3% | 加碼 |
| Harbour Investments, Inc. | 600 | $2,718 | 0.00% | +600 | 新進 |
| Allworth Financial LP | 587 | $2,660 | 0.00% | +390+198.0% | 加碼 |
| EverSource Wealth Advisors, LLC | 579 | $2,623 | 0.00% | −4,877−89.4% | 減碼 |
| Rockefeller Capital Management L.P. | 484 | $2,193 | 0.00% | +484 | 新進 |
| Bessemer Group Inc | 371 | $2,000 | 0.00% | +209+129.0% | 加碼 |
| Quadrant Capital Group LLC | 435 | $1,971 | 0.00% | +435 | 新進 |
| Parkside Financial Bank & Trust | 398 | $1,803 | 0.00% | −158−28.4% | 減碼 |
| Whittier Trust Co of Nevada Inc | 291 | $1,470 | 0.00% | 00.0% | 不變 |
| West Branch Capital LLC | 318 | $1,441 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 309 | $1,341 | 0.00% | −3−1.0% | 減碼 |
| GAMMA Investing LLC | 284 | $1,287 | 0.00% | −2,379−89.3% | 減碼 |
| MAI Capital Management | 276 | $1,251 | 0.00% | −106−27.7% | 減碼 |
| Deseret Mutual Benefit Administrators | 256 | $1,160 | 0.00% | 00.0% | 不變 |
| Investors Research Corp | 250 | $1,133 | 0.00% | 00.0% | 不變 |
| Crewe Advisors LLC | 223 | $1,011 | 0.00% | +223 | 新進 |
| IFP Advisors, Inc | 187 | $847 | 0.00% | −889−82.6% | 減碼 |
| Global Retirement Partners, LLC | 181 | $820 | 0.00% | 00.0% | 不變 |
| US Bancorp | 131 | $593 | 0.00% | +34+35.1% | 加碼 |
| Clean Yield Group | 113 | $510 | 0.00% | 00.0% | 不變 |
| Tanglewood Legacy Advisors, LLC | 100 | $453 | 0.00% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 69 | $313 | 0.00% | 00.0% | 不變 |
| Atlantic Trust, LLC | 69 | $313 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 62 | $281 | 0.00% | −347−84.8% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 60 | $272 | 0.00% | 00.0% | 不變 |
| SBI Securities Co., Ltd. | 58 | $263 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 56 | $254 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 50 | $227 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 49 | $222 | 0.00% | 00.0% | 不變 |
| First Horizon Corp | 37 | $168 | 0.00% | +37 | 新進 |
| Bogart Wealth, LLC | 26 | $119 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 26 | $118 | 0.00% | +26 | 新進 |
| NBC Securities, Inc. | 25 | $113 | 0.00% | +25 | 新進 |
| Smartleaf Asset Management LLC | 15 | $66 | 0.00% | −450−96.8% | 減碼 |
| Quent Capital, LLC | 12 | $54 | 0.00% | +12 | 新進 |
| Abound Wealth Management | 10 | $46 | 0.00% | 00.0% | 不變 |
| WPG Advisers, LLC | 8 | $36 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 3 | $14 | 0.00% | −394−99.2% | 減碼 |
| DecisionPoint Financial, LLC | 2 | $10 | 0.00% | 00.0% | 不變 |
| Scarborough Advisors, LLC | 1 | $5 | 0.00% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 277 | – | – | +277 | 新進 |
| Tribune Investment Group LP | 0 | $0 | 0.00% | −800,000−100.0% | 清倉 |
| 13D Management LLC | 0 | $0 | 0.00% | −560,134−100.0% | 清倉 |
| Clearfield Capital Management LP | 0 | $0 | 0.00% | −544,399−100.0% | 清倉 |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −410,723−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −398,083−100.0% | 清倉 |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −183,038−100.0% | 清倉 |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −156,734−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −137,257−100.0% | 清倉 |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −95,933−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −91,668−100.0% | 清倉 |
| III Capital Management | 0 | $0 | 0.00% | −81,241−100.0% | 清倉 |
| Riverwater Partners LLC | 0 | $0 | 0.00% | −62,853−100.0% | 清倉 |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −52,033−100.0% | 清倉 |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −46,165−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −44,211−100.0% | 清倉 |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −39,697−100.0% | 清倉 |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −32,529−100.0% | 清倉 |
| Wedmont Private Capital | 0 | $0 | 0.00% | −29,094−100.0% | 清倉 |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −29,899−100.0% | 清倉 |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −27,021−100.0% | 清倉 |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −23,979−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −22,024−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −20,349−100.0% | 清倉 |
| Bank of Montreal | 0 | $0 | 0.00% | −19,060−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −17,311−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −17,088−100.0% | 清倉 |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −16,201−100.0% | 清倉 |
| Brighton Jones LLC | 0 | $0 | 0.00% | −15,506−100.0% | 清倉 |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −14,824−100.0% | 清倉 |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −13,030−100.0% | 清倉 |
| Ethic Inc. | 0 | $0 | 0.00% | −12,047−100.0% | 清倉 |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −11,756−100.0% | 清倉 |
| Ascent Group, LLC | 0 | $0 | 0.00% | −10,287−100.0% | 清倉 |
| AREX Capital Management, LP | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −2,876−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −1,650−100.0% | 清倉 |
| Rosenberg Matthew Hamilton | 0 | $0 | 0.00% | −1,631−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −1,170−100.0% | 清倉 |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −1,113−100.0% | 清倉 |
| S.A. Mason LLC | 0 | $0 | 0.00% | −1,050−100.0% | 清倉 |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −1,046−100.0% | 清倉 |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −881−100.0% | 清倉 |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −811−100.0% | 清倉 |
| South State Corp. | 0 | $0 | 0.00% | −701−100.0% | 清倉 |
| Whittier Trust Co | 0 | $0 | 0.00% | −262−100.0% | 清倉 |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −148−100.0% | 清倉 |
| Sachetta, LLC | 0 | $0 | 0.00% | −102−100.0% | 清倉 |
| Huntington National Bank | 0 | $0 | 0.00% | −34−100.0% | 清倉 |
| Costello Asset Management, INC | 0 | $0 | 0.00% | −27−100.0% | 清倉 |
| MV Capital Management, Inc. | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| CIBC World Markets Corp | – | – | – | – | 本季未申報 |
| First Horizon Advisors, Inc. | – | – | – | – | 本季未申報 |
