| Cornerstone Wealth Management, LLC | 12,900 | $2.88 萬 | 0.00% | 00.0% | 不變 |
| Kestra Investment Management, LLC | 12,474 | $2.78 萬 | 0.00% | +12,474 | 新進 |
| Bensler, LLC | 11,969 | $2.67 萬 | 0.00% | +11,969 | 新進 |
| Balentine LLC | 11,548 | $2.58 萬 | 0.00% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 11,475 | $2.56 萬 | 0.00% | +830+7.8% | 加碼 |
| Modern Wealth Management, LLC | 11,234 | $2.51 萬 | 0.00% | +11,234 | 新進 |
| Regal Investment Advisors LLC | 11,043 | $2.46 萬 | 0.00% | 00.0% | 不變 |
| Forum Financial Management, LP | 11,000 | $2.45 萬 | 0.00% | 00.0% | 不變 |
| First Trust Advisors LP | 10,995 | $2.45 萬 | 0.00% | +10,995 | 新進 |
| Mountain Capital Investment Advisors, Inc | 11,087 | $2.45 萬 | 0.00% | 00.0% | 不變 |
| Wagner Wealth Management, LLC | 10,525 | $2.35 萬 | 0.01% | 00.0% | 不變 |
| TFB Advisors LLC | 10,845 | $2.34 萬 | 0.01% | +10,845 | 新進 |
| Prime Capital Investment Advisors, LLC | 10,096 | $2.25 萬 | 0.00% | −1,753−14.8% | 減碼 |
| Genesis Private Wealth, LLC | 10,050 | $2.24 萬 | 0.01% | 00.0% | 不變 |
| Ruggaard & Associates LLC | 10,000 | $2.23 萬 | 0.01% | 00.0% | 不變 |
| Itau Unibanco Holding S.A. | 9,844 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| Hilltop National Bank | 7,850 | $1.75 萬 | 0.00% | 00.0% | 不變 |
| Caitong International Asset Management Co., Ltd | 7,423 | $1.66 萬 | 0.01% | −61,990−89.3% | 減碼 |
| CIBC Private Wealth Group, LLC | 7,250 | $1.62 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 7,028 | $1.57 萬 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 6,907 | $1.54 萬 | 0.00% | +1,725+33.3% | 加碼 |
| SRS Capital Advisors, Inc. | 5,911 | $1.32 萬 | 0.00% | −6,174−51.1% | 減碼 |
| Cape Investment Advisory, Inc. | 5,623 | $1.25 萬 | 0.01% | +1,385+32.7% | 加碼 |
| GAMMA Investing LLC | 5,424 | $1.21 萬 | 0.00% | −530−8.9% | 減碼 |
| CWM, LLC | 5,581 | $1.20 萬 | 0.00% | −728−11.5% | 減碼 |
| Provida Pension Fund Administrator | 5,104 | $1.14 萬 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 4,997 | $1.11 萬 | 0.00% | 00.0% | 不變 |
| Montag A & Associates Inc | 4,808 | $1.08 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 4,584 | $1.02 萬 | 0.00% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 4,442 | $9,906 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 4,262 | $9,504 | 0.00% | +4,262 | 新進 |
| Rockefeller Capital Management L.P. | 4,255 | $9,489 | 0.00% | +4,255 | 新進 |
| Salem Investment Counselors Inc | 4,000 | $9,012 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 3,800 | $8,474 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 2,555 | $5,698 | 0.00% | 00.0% | 不變 |
| Barclays PLC | 2,280 | $5,084 | 0.00% | −120,580−98.1% | 減碼 |
| Highline Wealth Partners LLC | 2,058 | $4,589 | 0.00% | −856−29.4% | 減碼 |
| Bank & Trust Co | 1,560 | $3,479 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 1,298 | $2,895 | 0.00% | −340−20.8% | 減碼 |
| UMA Financial Services, Inc. | 1,030 | $2,297 | 0.00% | −392−27.6% | 減碼 |
| Western Pacific Wealth Management, LP | 1,000 | $2,230 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 966 | $2,154 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 565 | $1,293 | 0.00% | +426+306.5% | 加碼 |
| Scarborough Advisors, LLC | 553 | $1,233 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 513 | $1,144 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 493 | $1,099 | 0.00% | +300+155.4% | 加碼 |
| MAI Capital Management | 415 | $926 | 0.00% | −401−49.1% | 減碼 |
| JFS Wealth Advisors, LLC | 282 | $629 | 0.00% | +112+65.9% | 加碼 |
| Harbour Investments, Inc. | 247 | $551 | 0.00% | 00.0% | 不變 |
| Horizon Investments, LLC | 244 | $544 | 0.00% | 00.0% | 不變 |
| Fairman Group, LLC | 234 | $527 | 0.00% | 00.0% | 不變 |
| Turning Point Benefit Group, Inc. | 115 | $254 | 0.00% | +115 | 新進 |
| Caldwell Sutter Capital, Inc. | 111 | $248 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 78 | $174 | 0.00% | 00.0% | 不變 |
| Bear Mountain Capital, Inc. | 31 | $69 | 0.00% | +1+3.3% | 加碼 |
| Advisory Services Network, LLC | 23 | $51 | 0.00% | +23 | 新進 |
| Huntington National Bank | 1 | $2 | 0.00% | 00.0% | 不變 |
| Mather Group, LLC. | 1 | $1 | 0.00% | +1 | 新進 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −4,208,299−100.0% | 清倉 |
| Foresight Global Investors, Inc. | 0 | $0 | 0.00% | −3,077,365−100.0% | 清倉 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −2,385,900−100.0% | 清倉 |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −1,112,200−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −936,411−100.0% | 清倉 |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −693,600−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −634,330−100.0% | 清倉 |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −376,100−100.0% | 清倉 |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −356,158−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −108,806−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −80,209−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −78,437−100.0% | 清倉 |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −66,140−100.0% | 清倉 |
| GAM Holding AG | 0 | $0 | 0.00% | −48,000−100.0% | 清倉 |
| Jain Global LLC | 0 | $0 | 0.00% | −44,910−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −40,434−100.0% | 清倉 |
| Kercheville Advisors, LLC | 0 | $0 | 0.00% | −39,400−100.0% | 清倉 |
| AXA S.A. | 0 | $0 | 0.00% | −26,156−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −18,000−100.0% | 清倉 |
| Simmons Bank | 0 | $0 | 0.00% | −17,923−100.0% | 清倉 |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −17,750−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −14,653−100.0% | 清倉 |
| CenterBook Partners LP | 0 | $0 | 0.00% | −11,169−100.0% | 清倉 |
| Abacus Wealth Partners, LLC | 0 | $0 | 0.00% | −10,480−100.0% | 清倉 |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −7,182−100.0% | 清倉 |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −974−100.0% | 清倉 |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −772−100.0% | 清倉 |
| Country Trust Bank | 0 | $0 | 0.00% | −724−100.0% | 清倉 |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −662−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −569−100.0% | 清倉 |
| S.A. Mason LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| South State Corp. | 0 | $0 | 0.00% | −396−100.0% | 清倉 |
| LRI Investments, LLC | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −246−100.0% | 清倉 |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −66−100.0% | 清倉 |
| Avantax Advisory Services, Inc. | – | – | – | – | 本季未申報 |
| EP Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
| First Horizon Advisors, Inc. | – | – | – | – | 本季未申報 |
