| Bare Financial Services, Inc | 248 | $1.90 萬 | 0.00% | +104+72.2% | 加碼 |
| Essential Partners LLC | 216 | $1.66 萬 | 0.01% | −478−68.9% | 減碼 |
| Steward Partners Investment Advisory, LLC | 204 | $1.57 萬 | 0.00% | +204 | 新進 |
| Ares Financial Consulting, LLC | 176 | $1.35 萬 | 0.01% | 00.0% | 不變 |
| Persistent Asset Partners Ltd | 158 | $1.21 萬 | 0.00% | +158 | 新進 |
| Private Trust Co NA | 149 | $1.14 萬 | 0.00% | −10−6.3% | 減碼 |
| Brown Brothers Harriman & Co | 131 | $1.01 萬 | 0.00% | 00.0% | 不變 |
| Vanguard National Trust Co | 120 | $9,208 | 0.00% | 00.0% | 不變 |
| Private Wealth Management Group, LLC | 109 | $8,364 | 0.00% | 00.0% | 不變 |
| Keating Financial Advisory Services, Inc. | 107 | $8,210 | 0.00% | +1+0.9% | 加碼 |
| Fulcrum Asset Management LLP | 102 | $7,823 | 0.00% | +102 | 新進 |
| CVA Family Office, LLC | 97 | $7,443 | 0.00% | +13+15.5% | 加碼 |
| Rossby Financial, LCC | 93 | $7,136 | 0.00% | 00.0% | 不變 |
| Action Point Financial Planning, LLC | 86 | $6,369 | 0.00% | +86 | 新進 |
| SJS Investment Consulting Inc. | 82 | $6,292 | 0.00% | +64+355.6% | 加碼 |
| WPG Advisers, LLC | 76 | $5,831 | 0.00% | +13+20.6% | 加碼 |
| Picton Mahoney Asset Management | 70 | $5,371 | 0.00% | +70 | 新進 |
| Fortitude Family Office, LLC | 56 | $4,297 | 0.00% | +2+3.7% | 加碼 |
| Harbour Investments, Inc. | 56 | $4,289 | 0.00% | +1+1.8% | 加碼 |
| JFS Wealth Advisors, LLC | 53 | $4,067 | 0.00% | +6+12.8% | 加碼 |
| Rialto Wealth Management, LLC | 39 | $2,993 | 0.00% | +14+56.0% | 加碼 |
| Basecamp Wealth Advisors LLC | 39 | $2,992 | 0.00% | +11+39.3% | 加碼 |
| N.E.W. Advisory Services LLC | 36 | $2,762 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 33 | $2,532 | 0.00% | 00.0% | 不變 |
| Torren Management, LLC | 32 | $2,421 | 0.00% | +1+3.2% | 加碼 |
| Farmers & Merchants Investments Inc | 31 | $2,379 | 0.00% | 00.0% | 不變 |
| Brandywine Financial Group | 21 | $2,000 | 0.02% | 00.0% | 不變 |
| Creative Capital Management Investments LLC | 22 | $1,688 | 0.00% | +22 | 新進 |
| UMA Financial Services, Inc. | 15 | $1,151 | 0.00% | +15 | 新進 |
| Valued Wealth Advisors LLC | 14 | $1,075 | 0.00% | +14 | 新進 |
| Larson Financial Group LLC | 14 | $1,074 | 0.00% | 00.0% | 不變 |
| Bay Harbor Wealth Management, LLC | 14 | $1,074 | 0.00% | +2+16.7% | 加碼 |
| CBIZ Investment Advisory Services, LLC | 16 | $1,071 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 10 | $1,000 | 0.00% | −227−95.8% | 減碼 |
| DiNuzzo Private Wealth, Inc. | 12 | $921 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 9 | $691 | 0.00% | 00.0% | 不變 |
| HFM Investment Advisors, LLC | 9 | $691 | 0.00% | +4+80.0% | 加碼 |
| Plante Moran Financial Advisors, LLC | 9 | $691 | 0.00% | +9 | 新進 |
| Ankerstar Wealth, LLC | 7 | $537 | 0.00% | 00.0% | 不變 |
| Gilpin Wealth Management, LLC | 6 | $461 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 4 | $307 | 0.00% | −32−88.9% | 減碼 |
| TD Private Client Wealth LLC | 4 | $307 | 0.00% | 00.0% | 不變 |
| LRI Investments, LLC | 4 | $307 | 0.00% | +4 | 新進 |
| Silver Grove Financial Group, Inc. | 4 | $307 | 0.00% | +4 | 新進 |
| Stone House Investment Management, LLC | 3 | $230 | 0.00% | 00.0% | 不變 |
| Davis Capital Management | 3 | $230 | 0.00% | +3 | 新進 |
| DecisionPoint Financial, LLC | 2 | $157 | 0.00% | +2 | 新進 |
| Hughes Financial Services, LLC | 2 | $153 | 0.00% | +2 | 新進 |
| Dunhill Financial, LLC | 1 | $86 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 1 | $77 | 0.00% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 1 | $77 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 1 | $77 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 1 | $77 | 0.00% | 00.0% | 不變 |
| Maryland Capital Advisors Inc. | 1 | $77 | 0.00% | +1 | 新進 |
| Navigoe, LLC | 4 | $0 | 0.00% | +4 | 新進 |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −251,148−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −169,122−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −35,838−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −26,405−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −23,077−100.0% | 清倉 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −13,208−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −8,388−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −8,078−100.0% | 清倉 |
| Royce & Associates LP | 0 | $0 | 0.00% | −6,354−100.0% | 清倉 |
| GTS Securities LLC | 0 | $0 | 0.00% | −5,690−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −5,405−100.0% | 清倉 |
| Numerai GP LLC | 0 | $0 | 0.00% | −5,171−100.0% | 清倉 |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −4,754−100.0% | 清倉 |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −4,489−100.0% | 清倉 |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −4,345−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −4,296−100.0% | 清倉 |
| M&T Bank Corp | 0 | $0 | 0.00% | −4,250−100.0% | 清倉 |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −3,929−100.0% | 清倉 |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −3,363−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −3,179−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,162−100.0% | 清倉 |
| First Horizon Corp | 0 | $0 | 0.00% | −611−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −564−100.0% | 清倉 |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −431−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −203−100.0% | 清倉 |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −130−100.0% | 清倉 |
| MAI Capital Management | 0 | $0 | 0.00% | −92−100.0% | 清倉 |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| JCSD Capital, LLC | 0 | $0 | 0.00% | −35−100.0% | 清倉 |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −31−100.0% | 清倉 |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −22−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Janus Henderson Group PLC | – | – | – | – | 本季未申報 |
| Mill Creek Capital Advisors, LLC | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
| DGS Capital Management, LLC | – | – | – | – | 本季未申報 |
| Skopos Labs, Inc. | – | – | – | – | 本季未申報 |
