| Pacific Center for Financial Services | 183 | $2.05 萬 | 0.01% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 163 | $1.82 萬 | 0.00% | +26+19.0% | 加碼 |
| Medallion Wealth Advisors, LLC | 161 | $1.80 萬 | 0.01% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 150 | $1.55 萬 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 136 | $1.52 萬 | 0.00% | 00.0% | 不變 |
| Bank & Trust Co | 135 | $1.51 萬 | 0.01% | 00.0% | 不變 |
| South State Corp. | 130 | $1.45 萬 | 0.00% | 00.0% | 不變 |
| Chung Wu Investment Group, LLC | 130 | $1.45 萬 | 0.01% | +130 | 新進 |
| Caldwell Sutter Capital, Inc. | 125 | $1.40 萬 | 0.01% | 00.0% | 不變 |
| Legacy Wealth Managment, LLC | 120 | $1.34 萬 | 0.01% | 00.0% | 不變 |
| Coston, McIsaac & Partners | 125 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 117 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Mark Sheptoff Financial Planning, LLC | 100 | $1.12 萬 | 0.01% | 00.0% | 不變 |
| Hilltop National Bank | 100 | $1.12 萬 | 0.00% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 100 | $1.12 萬 | 0.00% | +100 | 新進 |
| Darwin Advisors, LLC | 100 | $1.12 萬 | 0.00% | +100 | 新進 |
| Caitlin John, LLC | 100 | $1.12 萬 | 0.01% | +100 | 新進 |
| Atlantic Edge Private Wealth Management, LLC | 100 | $1.12 萬 | 0.00% | +100 | 新進 |
| Key Financial Inc | 96 | $1.07 萬 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 90 | $1.01 萬 | 0.00% | +3+3.4% | 加碼 |
| SWAN Capital LLC | 80 | $8,947 | 0.00% | 00.0% | 不變 |
| BNP Paribas | 75 | $8,384 | 0.00% | +75 | 新進 |
| Addison Advisors LLC | 73 | $8,165 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, National Association | 71 | $7,941 | 0.00% | −6−7.8% | 減碼 |
| Cornerstone Planning Group LLC | 38 | $7,555 | 0.00% | −14−26.9% | 減碼 |
| Private Trust Co NA | 64 | $7,158 | 0.00% | −13−16.9% | 減碼 |
| JDM Financial Group LLC | 60 | $6,710 | 0.00% | 00.0% | 不變 |
| TCTC Holdings, LLC | 56 | $6,263 | 0.00% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 50 | $6,000 | 0.00% | +50 | 新進 |
| True Wealth Design, LLC | 53 | $5,928 | 0.00% | +41+341.7% | 加碼 |
| Central Trust Co | 50 | $5,592 | 0.00% | 00.0% | 不變 |
| Arvest Investments, Inc. | 50 | $5,592 | 0.00% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 41 | $4,586 | 0.00% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 40 | $4,474 | 0.00% | 00.0% | 不變 |
| Asset Dedication, LLC | 39 | $4,362 | 0.00% | −10−20.4% | 減碼 |
| Bare Financial Services, Inc | 33 | $3,691 | 0.00% | +33 | 新進 |
| Raffa Wealth Management, LLC | 32 | $3,579 | 0.00% | +11+52.4% | 加碼 |
| HM Payson & Co | 31 | $3,468 | 0.00% | 00.0% | 不變 |
| Penserra Capital Management LLC | 27 | $3,000 | 0.00% | −12−30.8% | 減碼 |
| Evolution Wealth Management Inc. | 26 | $2,908 | 0.00% | +26 | 新進 |
| McIlrath & Eck, LLC | 25 | $2,796 | 0.00% | 00.0% | 不變 |
| Eisler Capital Management Ltd. | 23 | $2,570 | 0.00% | +23 | 新進 |
| Vermillion Wealth Management, Inc. | 20 | $2,237 | 0.00% | 00.0% | 不變 |
| Wealth Watch Advisors, INC | 20 | $2,237 | 0.00% | +20 | 新進 |
| Crewe Advisors LLC | 18 | $2,014 | 0.00% | +18 | 新進 |
| Navigoe, LLC | 18 | $2,000 | 0.00% | +18 | 新進 |
| Anfield Capital Management, LLC | 17 | $1,901 | 0.00% | +17 | 新進 |
| Private Wealth Asset Management, LLC | 16 | $1,789 | 0.00% | 00.0% | 不變 |
| NFJ Investment Group, LLC | 12 | $1,342 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 7 | $783 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 6 | $671 | 0.00% | +6 | 新進 |
| Highline Wealth Partners LLC | 4 | $447 | 0.00% | +4 | 新進 |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −693,509−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −336,323−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −333,400−100.0% | 清倉 |
| AXA S.A. | 0 | $0 | 0.00% | −303,721−100.0% | 清倉 |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −193,202−100.0% | 清倉 |
| Ruffer LLP | 0 | $0 | 0.00% | −189,484−100.0% | 清倉 |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −106,008−100.0% | 清倉 |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −76,115−100.0% | 清倉 |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −69,803−100.0% | 清倉 |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −30,500−100.0% | 清倉 |
| DRW Securities, LLC | 0 | $0 | 0.00% | −26,000−100.0% | 清倉 |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −23,050−100.0% | 清倉 |
| Claudia M.P. Batlle, CRP (R) LLC | 0 | $0 | 0.00% | −22,086−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −20,911−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −15,313−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −6,506−100.0% | 清倉 |
| Caxton Associates LLP | 0 | $0 | 0.00% | −5,690−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −5,476−100.0% | 清倉 |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −4,984−100.0% | 清倉 |
| Tableaux LLC | 0 | $0 | 0.00% | −4,422−100.0% | 清倉 |
| Capula Management Ltd | 0 | $0 | 0.00% | −2,800−100.0% | 清倉 |
| Williams Jones Wealth Management, LLC. | 0 | $0 | 0.00% | −3,223−100.0% | 清倉 |
| Principal Street Partners, LLC | 0 | $0 | 0.00% | −3,190−100.0% | 清倉 |
| SCP Investment, LP | 0 | $0 | 0.00% | −2,800−100.0% | 清倉 |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −2,755−100.0% | 清倉 |
| ICONIQ Capital, LLC | 0 | $0 | 0.00% | −2,407−100.0% | 清倉 |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −1,722−100.0% | 清倉 |
| Whittier Trust Co | 0 | $0 | 0.00% | −763−100.0% | 清倉 |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −227−100.0% | 清倉 |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −184−100.0% | 清倉 |
| Compass Planning Associates Inc | 0 | $0 | 0.00% | −180−100.0% | 清倉 |
| Tobam | 0 | $0 | 0.00% | −114−100.0% | 清倉 |
| Maseco LLP | 0 | $0 | 0.00% | −142−100.0% | 清倉 |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −126−100.0% | 清倉 |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −109−100.0% | 清倉 |
| Quaker Wealth Management, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Garde Capital, Inc. | 0 | $0 | 0.00% | −93−100.0% | 清倉 |
| CarsonAllaria Wealth Management, Ltd. | 0 | $0 | 0.00% | −45−100.0% | 清倉 |
| Aventura Private Wealth, LLC | 0 | $0 | 0.00% | −39−100.0% | 清倉 |
| Norges Bank | – | – | – | – | 本季未申報 |
| EP Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
| Avantax Advisory Services, Inc. | – | – | – | – | 本季未申報 |
| Atria Wealth Solutions, Inc. | – | – | – | – | 本季未申報 |
| Tyler-Stone Wealth Management | – | – | – | – | 本季未申報 |
| Total Wealth Planning & Management, Inc. | – | – | – | – | 本季未申報 |
| Legacy Investment Solutions, LLC | – | – | – | – | 本季未申報 |
