| Drive Wealth Management, LLC | 4,917 | $28.9 萬 | 0.06% | +29+0.6% | 加碼 |
| Nine Masts Capital Ltd | 4,868 | $28.6 萬 | 0.05% | 00.0% | 不變 |
| Summit Global Investments | 4,596 | $27.0 萬 | 0.02% | +4,596 | 新進 |
| Glenmede Trust Co NA | 4,517 | $26.6 萬 | 0.00% | +4,517 | 新進 |
| Brinker Capital Investments, LLC | 4,485 | $26.4 萬 | 0.00% | +414+10.2% | 加碼 |
| GAMMA Investing LLC | 4,387 | $25.8 萬 | 0.01% | +434+11.0% | 加碼 |
| Aquatic Capital Management LLC | 4,367 | $25.7 萬 | 0.01% | +191+4.6% | 加碼 |
| United Capital Financial Advisers, LLC | 3,998 | $23.5 萬 | 0.00% | +3,998 | 新進 |
| Principal Street Partners, LLC | 3,953 | $23.2 萬 | 0.04% | +304+8.3% | 加碼 |
| Global Retirement Partners, LLC | 3,821 | $22.5 萬 | 0.00% | +63+1.7% | 加碼 |
| Independent Financial Group, LLC | 3,707 | $21.8 萬 | 0.00% | +3,707 | 新進 |
| Crestwood Advisors Group LLC | 3,564 | $21.0 萬 | 0.00% | +3,564 | 新進 |
| Argos Wealth Advisors, LLC | 3,528 | $20.7 萬 | 0.06% | +3,528 | 新進 |
| Geode Capital Management, LLC | 3,470 | $20.4 萬 | 0.00% | +3,470 | 新進 |
| CWM, LLC | 3,474 | $20.4 萬 | 0.00% | +244+7.6% | 加碼 |
| UBS Group AG | 3,421 | $20.1 萬 | 0.00% | −16,779−83.1% | 減碼 |
| Farther Finance Advisors, LLC | 3,209 | $18.9 萬 | 0.00% | +2,175+210.3% | 加碼 |
| Hantz Financial Services, Inc. | 2,953 | $17.4 萬 | 0.00% | −121−3.9% | 減碼 |
| Smartleaf Asset Management LLC | 1,914 | $11.3 萬 | 0.00% | +166+9.5% | 加碼 |
| Pacer Advisors, Inc. | 5,294 | $10.3 萬 | 0.00% | −246−4.4% | 減碼 |
| Allworth Financial LP | 1,693 | $9.95 萬 | 0.00% | +187+12.4% | 加碼 |
| WealthCollab, LLC | 1,284 | $7.55 萬 | 0.03% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 1,262 | $7.42 萬 | 0.00% | +161+14.6% | 加碼 |
| Advisor Group Holdings, Inc. | 1,253 | $7.37 萬 | 0.00% | −978−43.8% | 減碼 |
| Royal Bank of Canada | 1,237 | $7.30 萬 | 0.00% | −204−14.2% | 減碼 |
| UBS Asset Management Americas Inc | 1,225 | $7.20 萬 | 0.00% | +1,225 | 新進 |
| Rockefeller Capital Management L.P. | 1,084 | $6.38 萬 | 0.00% | +296+37.6% | 加碼 |
| Westside Investment Management, Inc. | 1,024 | $6.06 萬 | 0.01% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 735 | $4.32 萬 | 0.00% | +735 | 新進 |
| Wells Fargo & Company | 687 | $4.04 萬 | 0.00% | −4,745−87.4% | 減碼 |
| Ramirez Asset Management, Inc. | 613 | $3.60 萬 | 0.00% | −87−12.4% | 減碼 |
| HM Payson & Co | 508 | $2.99 萬 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 503 | $2.96 萬 | 0.00% | +240+91.3% | 加碼 |
| JFS Wealth Advisors, LLC | 444 | $2.61 萬 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 431 | $2.53 萬 | 0.00% | −96−18.2% | 減碼 |
| Brown Brothers Harriman & Co | 411 | $2.42 萬 | 0.00% | +95+30.1% | 加碼 |
| Nisa Investment Advisors, LLC | 350 | $2.06 萬 | 0.00% | +350 | 新進 |
| Bessemer Group Inc | 260 | $1.50 萬 | 0.00% | +260 | 新進 |
| Northwestern Mutual Wealth Management Co | 232 | $1.36 萬 | 0.00% | +60+34.9% | 加碼 |
| Larson Financial Group LLC | 191 | $1.12 萬 | 0.00% | +167+695.8% | 加碼 |
| UMA Financial Services, Inc. | 175 | $1.03 萬 | 0.00% | +27+18.2% | 加碼 |
| McGuire Capital Advisors Inc | 169 | $9,936 | 0.01% | +169 | 新進 |
| Cornerstone Financial Management LLC | 158 | $9,289 | 0.01% | +158 | 新進 |
| Ancora Advisors, LLC | 150 | $8,818 | 0.00% | 00.0% | 不變 |
| Bare Financial Services, Inc | 145 | $8,525 | 0.00% | 00.0% | 不變 |
| Barclays PLC | 145 | $8,525 | 0.00% | +145 | 新進 |
| Raffa Wealth Management, LLC | 142 | $8,348 | 0.00% | +51+56.0% | 加碼 |
| Private Trust Co NA | 141 | $8,289 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 140 | $8,231 | 0.00% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 130 | $7,643 | 0.00% | +130 | 新進 |
| CIBC Private Wealth Group, LLC | 129 | $7,584 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 127 | $7,466 | 0.00% | +118+1,311.1% | 加碼 |
| IFP Advisors, Inc | 121 | $7,114 | 0.00% | +22+22.2% | 加碼 |
| Clean Yield Group | 100 | $5,879 | 0.00% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 99 | $5,820 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 94 | $5,527 | 0.00% | −415−81.5% | 減碼 |
| True Wealth Design, LLC | 89 | $5,233 | 0.00% | +32+56.1% | 加碼 |
| Pinnacle Bancorp, Inc. | 65 | $3,821 | 0.00% | 00.0% | 不變 |
| Triumph Capital Management | 50 | $2,940 | 0.00% | +50 | 新進 |
| SBI Securities Co., Ltd. | 45 | $2,646 | 0.00% | −3−6.3% | 減碼 |
| Crewe Advisors LLC | 45 | $2,646 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 45 | $2,646 | 0.00% | +45 | 新進 |
| Granite FO LLC | 43 | $2,528 | 0.00% | 00.0% | 不變 |
| Ares Financial Consulting, LLC | 40 | $2,352 | 0.00% | +40 | 新進 |
| IMA Wealth, Inc. | 40 | $2,351 | 0.00% | +40 | 新進 |
| Abound Wealth Management | 26 | $1,529 | 0.00% | 00.0% | 不變 |
| Financial Consulate, Inc | 24 | $1,411 | 0.00% | +24 | 新進 |
| Transamerica Financial Advisors, Inc. | 17 | $999 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 17 | $999 | 0.00% | +17 | 新進 |
| Trust Co | 16 | $941 | 0.00% | +16 | 新進 |
| Root Financial Partners, LLC | 13 | $764 | 0.00% | +13 | 新進 |
| Rossby Financial, LCC | 7 | $412 | 0.00% | +7 | 新進 |
| Capital International Investors | 0 | $0 | 0.00% | −52,446−100.0% | 清倉 |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −34,513−100.0% | 清倉 |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −12,400−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −8,200−100.0% | 清倉 |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −8,121−100.0% | 清倉 |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −4,254−100.0% | 清倉 |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −219−100.0% | 清倉 |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −139−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −78−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −43−100.0% | 清倉 |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −28−100.0% | 清倉 |
| Wetherby Asset Management Inc | – | – | – | – | 本季未申報 |
| Wealthstream Advisors, Inc. | – | – | – | – | 本季未申報 |
| Glenmede Investment Management, LP | – | – | – | – | 本季未申報 |
