| Cranbrook Wealth Management, LLC | 222 | $8,721 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 246 | $8,000 | 0.00% | −131−34.7% | 減碼 |
| Headlands Technologies LLC | 190 | $7,463 | 0.00% | +190 | 新進 |
| Gould Capital, LLC | 181 | $7,110 | 0.01% | 00.0% | 不變 |
| National Pension Service | 166 | $6,401 | 0.00% | −48,291−99.7% | 減碼 |
| Private Trust Co NA | 155 | $6,088 | 0.00% | −193−55.5% | 減碼 |
| Global Retirement Partners, LLC | 149 | $6,043 | 0.00% | +4+2.8% | 加碼 |
| Farther Finance Advisors, LLC | 143 | $5,617 | 0.00% | +8+5.9% | 加碼 |
| IFP Advisors, Inc | 129 | $5,602 | 0.00% | −7−5.1% | 減碼 |
| Crewe Advisors LLC | 140 | $5,500 | 0.00% | −54−27.8% | 減碼 |
| Private Ocean, LLC | 140 | $5,499 | 0.00% | +140 | 新進 |
| Walleye Trading LLC | 135 | $5,303 | 0.00% | −6,804−98.1% | 減碼 |
| Steward Financial Group LLC | 135 | $5,000 | 0.00% | +83+159.6% | 加碼 |
| MV Capital Management, Inc. | 126 | $4,950 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 126 | $4,950 | 0.00% | +29+29.9% | 加碼 |
| Huntington National Bank | 118 | $4,635 | 0.00% | +118 | 新進 |
| TCI Wealth Advisors, Inc. | 109 | $4,282 | 0.00% | −106−49.3% | 減碼 |
| Focused Wealth Management, Inc | 103 | $4,047 | 0.00% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 100 | $3,928 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 99 | $3,903 | 0.00% | 00.0% | 不變 |
| CVA Family Office, LLC | 95 | $3,732 | 0.00% | +75+375.0% | 加碼 |
| Manchester Capital Management LLC | 93 | $3,654 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 84 | $3,300 | 0.00% | +13+18.3% | 加碼 |
| Sutton Wealth Advisors Inc. | 81 | $3,182 | 0.00% | 00.0% | 不變 |
| Schubert & Co | 79 | $3,104 | 0.00% | +15+23.4% | 加碼 |
| Belpointe Asset Management LLC | 73 | $2,867 | 0.00% | −24−24.7% | 減碼 |
| Laurel Wealth Advisors LLC | 70 | $2,750 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 61 | $2,396 | 0.00% | −6−9.0% | 減碼 |
| Bell Investment Advisors, Inc | 60 | $2,357 | 0.00% | +14+30.4% | 加碼 |
| Quent Capital, LLC | 55 | $2,160 | 0.00% | 00.0% | 不變 |
| Concord Wealth Partners | 51 | $2,003 | 0.00% | 00.0% | 不變 |
| KB Financial Partners, LLC | 56 | $2,000 | 0.00% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 50 | $1,964 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 49 | $1,926 | 0.00% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 48 | $1,892 | 0.00% | +48 | 新進 |
| EverSource Wealth Advisors, LLC | 43 | $1,689 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 38 | $1,493 | 0.00% | 00.0% | 不變 |
| Disciplined Investments, LLC | 38 | $1,493 | 0.00% | +8+26.7% | 加碼 |
| Spire Wealth Management | 38 | $1,492 | 0.00% | −14−26.9% | 減碼 |
| Assetmark, Inc | 27 | $1,061 | 0.00% | +27 | 新進 |
| DT Investment Partners, LLC | 25 | $1,060 | 0.00% | 00.0% | 不變 |
| New Millennium Group LLC | 24 | $943 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 23 | $903 | 0.00% | +23 | 新進 |
| Core Alternative Capital | 23 | $903 | 0.00% | +23 | 新進 |
| Eagle Bay Advisors LLC | 19 | $746 | 0.00% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 14 | $550 | 0.00% | 00.0% | 不變 |
| First Financial Corp | 9 | $353 | 0.00% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 9 | $352 | 0.00% | 00.0% | 不變 |
| USA Financial Portformulas Corp | 7 | $275 | 0.00% | +7 | 新進 |
| True Wealth Design, LLC | 6 | $236 | 0.00% | +1+20.0% | 加碼 |
| Sofos Investments, Inc. | 39 | $137 | 0.01% | +39 | 新進 |
| WestEnd Advisors, LLC | – | $118 | 0.00% | – | – |
| Tfo-TDC, LLC | 1 | $39 | 0.00% | −1−50.0% | 減碼 |
| SkyView Investment Advisors, LLC | 10 | $0 | 0.00% | +10 | 新進 |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | 不變 |
| Cerity Partners LLC | 4,335 | – | – | +4,335 | 新進 |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −1,361,204−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −486,966−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −143,893−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −114,336−100.0% | 清倉 |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −77,293−100.0% | 清倉 |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −54,059−100.0% | 清倉 |
| Caxton Associates LP | 0 | $0 | 0.00% | −45,866−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −33,967−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −19,797−100.0% | 清倉 |
| Allstate Corp | 0 | $0 | 0.00% | −16,552−100.0% | 清倉 |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −14,132−100.0% | 清倉 |
| Hunter Perkins Capital Management, LLC | 0 | $0 | 0.00% | −12,500−100.0% | 清倉 |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −7,255−100.0% | 清倉 |
| Sonen Capital LLC | 0 | $0 | 0.00% | −7,159−100.0% | 清倉 |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −6,551−100.0% | 清倉 |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −4,677−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −4,625−100.0% | 清倉 |
| US Asset Management LLC | 0 | $0 | 0.00% | −3,657−100.0% | 清倉 |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −1,855−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,686−100.0% | 清倉 |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −965−100.0% | 清倉 |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −666−100.0% | 清倉 |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −636−100.0% | 清倉 |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −228−100.0% | 清倉 |
| Norway Savings Bank | 0 | $0 | 0.00% | −218−100.0% | 清倉 |
| Webster Bank, N. A. | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| GWM Advisors LLC | 0 | $0 | 0.00% | −179−100.0% | 清倉 |
| TFC Financial Management | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −89−100.0% | 清倉 |
| Zullo Investment Group, Inc. | 0 | $0 | 0.00% | −52−100.0% | 清倉 |
| Aua Capital Management, LLC | 0 | $0 | 0.00% | −33−100.0% | 清倉 |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Addison Advisors LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Trust Co of Vermont | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Seeyond | – | – | – | – | 本季未申報 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| Allstate Investment Management Co | – | – | – | – | 本季未申報 |
| Autus Asset Management, LLC | – | – | – | – | 本季未申報 |
| Sargent Bickham Lagudis LLC | – | – | – | – | 本季未申報 |
| Trustcore Financial Services, LLC | – | – | – | – | 本季未申報 |
| Cornerstone Planning Group LLC | – | – | – | – | 本季未申報 |