| UMA Financial Services, Inc. | 11 | $832 | 0.00% | +1+10.0% | 加碼 |
| Raffa Wealth Management, LLC | 11 | $831 | 0.00% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 10 | $756 | 0.00% | −14−58.3% | 減碼 |
| MidFirst Bank | 10 | $756 | 0.00% | +10 | 新進 |
| Financial Management Professionals, Inc. | 9 | $680 | 0.00% | 00.0% | 不變 |
| Cromwell Holdings LLC | 8 | $604 | 0.00% | 00.0% | 不變 |
| DiNuzzo Private Wealth, Inc. | 7 | $529 | 0.00% | −3−30.0% | 減碼 |
| Transamerica Financial Advisors, Inc. | 7 | $529 | 0.00% | +7 | 新進 |
| Bare Financial Services, Inc | 7 | $529 | 0.00% | +7 | 新進 |
| Quaker Wealth Management, LLC | 6 | $454 | 0.00% | +6 | 新進 |
| WPG Advisers, LLC | 6 | $453 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 5 | $378 | 0.00% | −11−68.8% | 減碼 |
| Bay Harbor Wealth Management, LLC | 5 | $377 | 0.00% | −1−16.7% | 減碼 |
| Duncker Streett & Co Inc | 4 | $304 | 0.00% | +4 | 新進 |
| Central Trust Co | 3 | $227 | 0.00% | −46−93.9% | 減碼 |
| Rialto Wealth Management, LLC | 3 | $227 | 0.00% | −4−57.1% | 減碼 |
| HFM Investment Advisors, LLC | 3 | $227 | 0.00% | −2−40.0% | 減碼 |
| IMA Wealth, Inc. | 3 | $226 | 0.00% | 00.0% | 不變 |
| American Capital Advisory, LLC | 2 | $152 | 0.00% | −1−33.3% | 減碼 |
| Private Wealth Asset Management, LLC | 2 | $151 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 2 | $151 | 0.00% | +2 | 新進 |
| Dunhill Financial, LLC | 2 | $132 | 0.00% | +2 | 新進 |
| Principia Wealth Advisory, LLC | 1 | $76 | 0.00% | −3−75.0% | 減碼 |
| TFC Financial Management | 1 | $76 | 0.00% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 0 | $37 | 0.00% | 0 | 不變 |
| Avion Wealth | 7 | $0 | 0.00% | +7 | 新進 |
| FIL Ltd | 0 | $0 | 0.00% | −265,000−100.0% | 清倉 |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −174,653−100.0% | 清倉 |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −136,848−100.0% | 清倉 |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −113,806−100.0% | 清倉 |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −88,518−100.0% | 清倉 |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −78,759−100.0% | 清倉 |
| Agf Management Ltd | 0 | $0 | 0.00% | −77,379−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −57,100−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −48,213−100.0% | 清倉 |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −45,000−100.0% | 清倉 |
| Jackson Square Partners, LLC | 0 | $0 | 0.00% | −42,898−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −28,952−100.0% | 清倉 |
| Par Capital Management Inc | 0 | $0 | 0.00% | −27,000−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −24,354−100.0% | 清倉 |
| Brant Point Investment Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −19,883−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −19,514−100.0% | 清倉 |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −18,044−100.0% | 清倉 |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −17,859−100.0% | 清倉 |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −17,327−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −16,253−100.0% | 清倉 |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −14,927−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −13,225−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −12,434−100.0% | 清倉 |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −10,500−100.0% | 清倉 |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −10,203−100.0% | 清倉 |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −8,539−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,936−100.0% | 清倉 |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −6,435−100.0% | 清倉 |
| DRW Securities, LLC | 0 | $0 | 0.00% | −6,389−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −5,526−100.0% | 清倉 |
| Pictet & Cie (Europe) SA | 0 | $0 | 0.00% | −4,874−100.0% | 清倉 |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −4,131−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,109−100.0% | 清倉 |
| Janney Capital Management LLC | 0 | $0 | 0.00% | −4,076−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,062−100.0% | 清倉 |
| WBI Investments | 0 | $0 | 0.00% | −3,979−100.0% | 清倉 |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −3,557−100.0% | 清倉 |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −3,201−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −3,156−100.0% | 清倉 |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −3,137−100.0% | 清倉 |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −3,091−100.0% | 清倉 |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −3,071−100.0% | 清倉 |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −3,004−100.0% | 清倉 |
| Shelton Capital Management | 0 | $0 | 0.00% | −2,785−100.0% | 清倉 |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −2,760−100.0% | 清倉 |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −2,753−100.0% | 清倉 |
| Peddock Capital Advisors, LLC | 0 | $0 | 0.00% | −2,580−100.0% | 清倉 |
| Vestcor Inc | 0 | $0 | 0.00% | −1,951−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,467−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,301−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −538−100.0% | 清倉 |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −481−100.0% | 清倉 |
| Concord Wealth Partners | 0 | $0 | 0.00% | −251−100.0% | 清倉 |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −223−100.0% | 清倉 |
| Bokf, NA | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Mather Group, LLC. | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Cheviot Value Management, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −157−100.0% | 清倉 |
| Retirement Wealth Solutions LLC | 0 | $0 | 0.00% | −93−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −73−100.0% | 清倉 |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −24−100.0% | 清倉 |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −16−100.0% | 清倉 |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| North Capital, Inc. | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Hughes Financial Services, LLC | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| ZRC Wealth Management, LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| MV Capital Management, Inc. | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Dogwood Wealth Management LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Burgundy Asset Management Ltd. | – | – | – | – | 本季未申報 |
| Arkhouse Management Co. LP | – | – | – | – | 本季未申報 |
| Hemington Wealth Management | – | – | – | – | 本季未申報 |
